Uncover key areas for improvement so you can streamline your processes, improve client satisfaction, and position your business for sustainable growth.

Whether you’re a solo agent, growing a team, or ready to scale, this 10 question quiz will pinpoint what you need to focus on for operational success.

How do you currently keep track of clients and leads? *

I rely on memory or handwritten notes.

I use a basic spreadsheet.

I have a CRM but don’t use it fully.

I use a CRM with organized tagging, segmentation, and automated follow-ups.

How often do you follow up with past clients or leads? *

I usually follow up randomly, if at all.

I try to follow up, but it’s inconsistent.

I have some automated reminders set up for follow-ups.

I have a reliable, automated follow-up system in place for each client segment.

What’s your typical approach to scheduling client appointments? *

I schedule manually and often run into scheduling conflicts.

I use my calendar, but it’s not synced with my other tools.

I use an online scheduler, but clients don’t always book through it.

I use an automated scheduling tool (like Calendly) integrated with my calendar and CRM.

How often do you find yourself feeling overwhelmed by tasks? *

Daily – I feel like I’m always behind.

Weekly – I have some systems, but I still feel overwhelmed.

Occasionally – I have a plan but struggle during busy periods.

Rarely – I feel organized and manage tasks efficiently with set workflows.

How do you manage transaction paperwork and client documentation? *

I keep hard copies and a mix of digital files on my desktop.

I use email to keep track of documents.

I have a cloud storage system, but it’s not well-organized.

I use a transaction management tool (like Dotloop or DocuSign) and keep all documents organized in the cloud.

How often do you lose track of required documents or experience delays due to missing paperwork? *

Frequently – it’s a big challenge.

Sometimes – I have issues occasionally.

Rarely – I have a mostly reliable system.

Never – my document management process is seamless.

What’s your approach to automating repetitive tasks (e.g., email follow-ups, lead nurturing)? *

I don’t use automation.

I use some automation tools but don’t fully understand them.

I have a few automated tasks but don’t check them regularly.

I use automation tools consistently and monitor them for effectiveness.

How confident do you feel using technology tools like CRMs, lead trackers, or digital marketing platforms? *

Not confident – I often struggle with tech.

Somewhat confident – I know the basics.

Mostly confident – I use tools but don’t always know their full capabilities.

Very confident – I’m comfortable with most tools and can troubleshoot as needed.

Do you have any support (e.g., virtual assistants, transaction coordinators) to help manage operations? *

No, I handle everything myself.

I occasionally outsource, but not consistently.

I have part-time support or an assistant for specific tasks.

I have a dedicated team or assistant, and we have defined roles and workflows.

How comfortable are you with delegating tasks? *

Not comfortable – I prefer to do everything myself.

Somewhat comfortable, but I find it hard to let go of control.

Comfortable – I delegate some tasks but could improve.

Very comfortable – I delegate effectively and focus on high-value tasks.