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S&R Real Estate Operations Audit 2025

SECTION 1: LEAD MANAGEMENT SYSTEMS

1. Do you have a CRM fully set up and actually in use?

1. Do you have a CRM fully set up and actually in use?
A
B
C

2. Do your leads automatically enter your CRM (forms, website, ads, open house sheets, etc.?)

2. Do your leads automatically enter your CRM (forms, website, ads, open house sheets, etc.?)
A
B
C

3. Do you have automated follow-up sequences? enter your CRM (email/SMS for cold, warm, hot leads?)

3. Do you have automated follow-up sequences? enter your CRM (email/SMS for cold, warm, hot leads?)
A
B
C

4. Do you have clear pipelines for buyers, sellers, and/or investors?

4. Do you have clear pipelines for buyers, sellers, and/or investors?
A
B
C

5. Do you know exactly where each lead is in your pipeline at any time?

5. Do you know exactly where each lead is in your pipeline at any time?
A
B
C
SECTION 2: TRANSACTON MANAGEMENT

6. Do you have a documented process for listings, contract-to-close, investor deals?

6. Do you have a documented process for listings, contract-to-close, investor deals?
A
B
C

8. Do you have deadlines + compliance remainders built in?

8. Do you have deadlines + compliance remainders built in?
A
B
C

9. How organized are your transaction files?

9. How organized are your transaction files?
A
B
C
SECTION 3: OPERATIONS & SYSTEMS

10. Do you have SOPs for your core tasks? (lead intake, onboarding, client communication, compliance, etc.)

10. Do you have SOPs for your core tasks? (lead intake, onboarding, client communication, compliance, etc.)
A
B
C

11. Do you use a project management tool? (ClickUp, Asana, Notion)?

11. Do you use a project management tool? (ClickUp, Asana, Notion)?
A
B
C

12. Are you confident your business can run if you're out for 72 hours?

12. Are you confident your business can run if you're out for 72 hours?
A
B
C

13. Do you have a clear weekly CEO schedule?

13. Do you have a clear weekly CEO schedule?
A
B
C
SECTION 4: CLIENT EXPERIENCE

14. Do you have templated emails for onboarding? updtes? offboarding?

14. Do you have templated emails for onboarding? updtes? offboarding?
A
B
C

15. Do clients ever feel confused about next steps?

15. Do clients ever feel confused about next steps?
A
B
C

16. Do you have branded folder systems for clients?

16. Do you have branded folder systems for clients?
A
B
C
SECTION 5: TECHNOLOGY & AUTOMATION

17. Do your tools talk to each other (Zapier, Make.com)?

17. Do your tools talk to each other (Zapier, Make.com)?
A
B
C

18. How many tasks do you still do manually?

18. How many tasks do you still do manually?
A
B
C

19. Do you have AI tools set up for admin, client communication, or lead nurturing?

19. Do you have AI tools set up for admin, client communication, or lead nurturing?
A
B
C
SECTION 6: CEO STRUCTURE

20. Do you have: a company org chart? role descriptions? accountability system?

20. Do you have: a company org chart? role descriptions? accountability system?
A
B
C

What is your name, company, title?

What is your email address?

SCORING & INSIGHTS



0–7 points → CHAOS MODE

Your business is running you. You need Tier 1: Foundation Build.


8–14 points → SCATTERED SYSTEMS

You’re doing okay, but you’re losing time + deals. You need Tier 2: Ops Overhaul.


15–20 points → READY TO SCALE

Your backend is strong, but your automations, AI, and systems need leveling up. Tier 3: Premium CEO Build.

READY TO SMOOTH OUT YOUR SYSTEMS?

Want me to audit this FOR you — and tell you exactly what to fix first?


I offer a free 10-minute Real Estate Systems Review Call for realtors & investors.


Click the link in above to book.


— Saint & Reine

Real Estate Systems & Operations Agency