What's your Deal Leak Score?
Ten yes/no checks for wholesalers and home-buying companies, two for each point where money leaks between the marketing dollar and the kept deal. Each yes is 10 points. Then send it to your acquisitions manager and see if your answers match.
Lead source stays on the record all the way to the closed deal.
If the source is lost at contract, every ROI number after that is a guess. Field kit: lead and deal fields →
You can see cost per kept deal by campaign without opening a spreadsheet.
Cost per lead rewards cheap leads. Cost per kept deal shows what actually paid. Cost per deal calculator →
A missed seller call creates a task or alert for a named person within 5 minutes.
A seller who reaches voicemail can simply call the next number on the list. Missed call cost calculator →
You know last week's answer rate on your marketing phone lines.
If nobody measures it, nobody owns it. The Monday 5 →
Every open lead has a next task with a due date.
A lead with no next step is a lead nobody will call. Field kit: automation rules →
Leads that go quiet stay on a follow-up plan for months, not days.
Many sellers are not ready on the first call. The deal goes to whoever is still calling when they are. Wholesaling CRM questions →
Offers come from one formula (MAO) that lives on the deal record.
When every rep has their own math, nobody can tell a bad offer from a bad lead. Deal analyzer (MAO) →
You can see offers made vs contracts signed, by rep, this month.
It is the clearest signal of who needs coaching and where. The Monday 5 →
Cancelled or renegotiated contracts come out of campaign ROI.
Counting contracts that fell out makes the wrong campaigns look good. The Kept-Deal Map →
Leadership reviews the same five numbers every Monday.
The same numbers every week turn a CRM into a habit instead of a database. The Monday 5 →
The link carries your ten yes/no answers only. When your team opens it, each check shows whether their answer matches yours. Every mismatch is a process that lives in someone's head instead of the CRM.
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Questions
What is the Deal Leak Score?
A free 10-point self-check for real estate investors and wholesalers. Each yes is worth 10 points. It checks the five points where money leaks between the marketing dollar and the kept deal: Spend, Answer, Follow-up, Offer and Keep, with two checks for each.
Is my data sent anywhere?
No. The score is calculated in your browser. If you share a link, the link carries your ten yes/no answers and nothing else.
Why compare with my team?
Owners and acquisitions managers often answer these checks differently. Every check where your answers differ is a process that lives in someone's head instead of in the CRM, which makes it the best place to start.
Does it matter which CRM I use?
No. Every check can be set up in any investor CRM. The score measures the process, not the software.
Want each leak sized from your own data?
On Salesforce already? The CRM Revenue Audit (USD 1,500, fixed price) goes through your org and call data leak point by leak point and gives you a prioritized fix list. On another CRM, the move to Salesforce comes first. Or start with a free 30-minute call.
Book a free 30-minute callSee the Revenue AuditOn Podio, REsimpli or GoHighLevel? See how a move to Salesforce works. Already on Salesforce? See a sample audit report.
Or just ask one question about your setup: email · WhatsApp · LinkedIn
See also: the wholesaling CRM checklist, stage by stage.
