YRL Systems Eval

YRL Systems Audit

Your Name *

Email *

Team Name (if applicable)

Your Coach's EMAIL (if applicable)

DATABASE, CRM MANAGEMENT, AND LEAD DISTRIBUTION:

What system is your team currently using? Is it scalable? *

Who is responsible for this system on your team? *

Rate your team's ability to perform this system: *

Action to improve system: *

CLIENT CARE:

What system is your team currently using? Is it scalable? *

Who is responsible for this system on your team? *

Rate your team's ability to perform this system: *

Action to improve system: *

MARKETING CAMPAIGNS:

What system is your team currently using? Is it scalable? *

Who is responsible for this system on your team? *

Rate your team's ability to perform this system: *

Action to improve system: *

SOCIAL MEDIA:

What system is your team currently using? Is it scalable? *

Who is responsible for this system on your team? *

Rate your team's ability to perform this system: *

Action to improve system: *

LISTING AND BUYER PRESENTATIONS:

What system is your team currently using? Is it scalable? *

Who is responsible for this system on your team? *

Rate your team's ability to perform this system: *

Action to improve system: *

LISTING PROCESS:

What system is your team currently using? Is it scalable? *

Who is responsible for this system on your team? *

Rate your team's ability to perform this system: *

Action to improve system: *

SHOWING FEEDBACK:

What system is your team currently using? Is it scalable? *

Who is responsible for this system on your team? *

Rate your team's ability to perform this system: *

Action to improve system: *

OPEN HOUSES:

What system is your team currently using? Is it scalable? *

Who is responsible for this system on your team? *

Rate your team's ability to perform this system: *

Action to improve system: *

BUYER PROCESS:

What system is your team currently using? Is it scalable? *

Who is responsible for this system on your team? *

Rate your team's ability to perform this system: *

Action to improve system: *

CONTRACT TO CLOSE:

What system is your team currently using? Is it scalable? *

Who is responsible for this system on your team? *

Rate your team's ability to perform this system: *

Action to improve system: *

REVIEWS, REFERRALS, AND TESTIMONIALS:

What system is your team currently using? Is it scalable? *

Who is responsible for this system on your team? *

Rate your team's ability to perform this system: *

Action to improve system: *

GOAL SETTING

(TEAM / PERSONAL):

What system is your team currently using? Is it scalable? *

Who is responsible for this system on your team? *

Rate your team's ability to perform this system: *

Action to improve system: *

ACCOUNTABILITY (DAILY STAND-UPs and STANDARDS)

What system is your team currently using? Is it scalable? *

Who is responsible for this system on your team? *

Rate your team's ability to perform this system: *

Action to improve system: *

ACCOUNTABILITY (411s and 1on1s)

What system is your team currently using? Is it scalable? *

Who is responsible for this system on your team? *

Rate your team's ability to perform this system: *

Action to improve system: *

TIME BLOCKING AND TIME MANAGEMENT:

What system is your team currently using? Is it scalable? *

Who is responsible for this system on your team?

Rate your team's ability to perform this system: *

Action to improve system: *

Delegate. Elevate. Thrive.

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