🏡 Real Estate Lead Intake • Lead Management • AI Readiness

Lead Management & AI Readiness Assessment

Built for real estate agencies, teams, and brokerages receiving 50–100+ inquiries per month (calls, forms, texts, chat, referrals) who suspect leads are slipping between first contact and booked appointments— and want a clear plan to use AI and automation without disrupting agents in production.

Progress: 0% Estimated time: 6–10 minutes

Section 1: Agency Snapshot

Basics

Part 1: Lead Flow Mapping (Current State)

Numbers

Enter your best estimates for the last 30 days (or typical month).

Inquiries → Appointments Set—
Appts Set → Completed—
Completed → Closed—
Est. GCI From New Closings—

Part 2: Lead Management Health Check

Scorecard
How to score Red / Yellow / Green
  • Who should score: Whoever owns lead intake and routing day-to-day (team lead, ops manager, ISA manager, office manager, broker/owner).
  • 🟢 Green: Consistent + documented. Leads are handled the same way every day and you can scale lead volume without chaos.
  • 🟡 Yellow: Inconsistent. It depends on who’s on duty, and leads sometimes sit too long or fall through the cracks.
  • 🔴 Red: Major revenue leak. Missed calls, slow response, no clear ownership, no tracking, or no follow-up system.

For each area, pick the best description, select a score, and add notes.

1) Response Speed

Critical

2) Coverage & Availability

Hours

3) Qualification & Intake Quality

Process

4) Follow-Up System

Pipeline

5) Data Capture & Tracking

Visibility

Part 3: AI & Automation Readiness Snapshot

Readiness
How to score the Readiness sliders (0–25 each)
  • Who should score: Team lead / broker-owner / ops manager / ISA manager — whoever knows how leads are routed + what tools you use.
  • What the numbers mean:
    • 0–5: Not in place / mostly manual / unclear
    • 6–12: Partially in place / inconsistent / depends on individuals
    • 13–19: Mostly in place / documented / works most of the time
    • 20–25: Strong foundation / repeatable / scalable / ready for AI integrations
  • How to choose: Score the typical week and the average agent/staff member—not the best-case scenario.

We’re assessing whether your current systems, processes, and team readiness can support AI intake + automation.

Current Tool Stack

Readiness Scoring (0–25 each)

Move the slider (or type a score) for each dimension.

Contact & Consent

Required
I agree to be contacted about my assessment results. *
We’ll use your answers to prepare a simple scorecard and next-step recommendations.

By submitting, you confirm the information provided is accurate to the best of your knowledge. This assessment is for operational/marketing diagnostics and does not constitute legal, financial, or brokerage advice.