Free download · 1 page · 5 minutes

Is your Salesforce a weapon — or just a bill?

The Real Estate Salesforce Health Check is a 10-point scorecard I use at the start of every engagement. Answer ten yes/no questions and you'll know exactly where your CRM is leaking deals, hours, and money.

  • Speed-to-lead: does every lead reach an agent in under 5 minutes?
  • Adoption: do 80%+ of your agents actually work in the CRM?
  • Automation health: native Flows or a tangle of fragile Zaps?
  • Campaign ROI: do you know your cost-per-deal by channel?
  • Deal profitability: can you see net profit per deal in real time?
  • …plus five more, with a scoring guide for what to fix first.

Get the scorecard

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