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Estate Agent scorecard

Full Name

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Company Name

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Email

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1. How are valuation requests and buyer enquiries handled before they reach you?

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1. How are valuation requests and buyer enquiries handled before they reach you?

A

Fully systemised intake that prioritises only high-intent leads

B

Clear qualification with automated follow-up before handover

C

Structured qualification (motivation, timeframe, proceedability)

D

Basic filtering (price range, location, property type)

E

I personally respond to most enquiries as they come in

2. How well can you predict which deals are likely to fall through?

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2. How well can you predict which deals are likely to fall through?

A

I get early warnings before issues become critical

B

I have defined risk indicators at each stage

C

I track key stages manually

D

I rely mainly on experience and instinct

E

I only find out when something goes wrong

3. How much of your working week is spent on activities only you can do?

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3. How much of your working week is spent on activities only you can do?

A

Less than 30%

B

Less than 40%

C

Less than 50%

D

Higher than 50% less than 80%

E

Higher than 80%

4. How aligned are vendors with your pricing and sales strategy from day one?

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4. How aligned are vendors with your pricing and sales strategy from day one?

A

Fully aligned — strategy is trusted and followed

B

Mostly aligned, minimal pushback

C

Generally aligned, with regular reassurance

D

Alignment only after repeated conversations

E

Vendors frequently challenge pricing throughout

"If you could reclaim 10 hours of administrative work this week, what is the first project you would focus your team on?"

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