Self-serve diagnostic

Is your pipeline hiding your best leads?

12 diagnostic questions that expose exactly where your CRM is losing revenue. Used on real acquisition operations — not made up for a blog post.

TOOL-05 / input workspace Your inputs stay in this flow

12 diagnostic questions: Across 4 pipeline categories
Scoring system: Know how bad the leak actually is
Fix priorities: What to tackle first

Get the playbook

Enter your email and it ships immediately. No course login. No drip sequence to wait through.

Built from auditing and running real pipelines: service businesses, sales teams, and high-volume operations. The same checklist we run before touching any system.

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Photo-based property brief 1–8 photos

Property Vision

Upload room photos and get an evidence-first read on visible strengths, listing friction, and the next actions worth taking before you sell, renovate, or buy.

The rubric we use One email

The Deal Napkin

The assumption table and the method we use to run a first pass on a real estate deal. Seven asset classes, five steps, and a worked deal. Drops into Claude Code as a skill, or paste it into any AI assistant.