CONFIDENTIAL DIAGNOSTIC
Agent Growth & Systems Audit Report
Conducted by James Jestes · Broker Associate & Certified eXp Mentor
Client Agent: [Agent Name]
[Market / City, State] · [Date]
6 / 10Lead Generation
4 / 10CRM Follow-Up
3 / 10Video & Content
2 / 10AI & Automation
Key Friction Points & Leaks Identified
- Database Leak: Contacts in your CRM are not receiving consistent monthly touches, resulting in lost sphere repeat and referral business.
- Time Drain: Spending 3 to 5 hours per week manually writing listing descriptions, social posts, and email newsletters that can be automated with Claude in 5 minutes.
- Marketing Inconsistency: Relying on sporadic open houses and cold outreach rather than an inbound video or hyper-local authority presence.
Recommended 30-Day Growth Roadmap
- Deploy the 4-Tier Sphere Revival: Categorize your top 100 warm contacts and send the 9-word text sequence to wake up 2 to 4 active conversations this week.
- Plug in the AI Prompt Vault: Use the 7-day local content calendar prompt to schedule a full week of organic authority posts in under 30 minutes.
- Launch the 5-Day Open House Runway: Upgrade your weekend open house strategy with directional signs, neighbor invitations, and digital story polls.
