AUDIT PROGRESS
Your Audit Journey
Track every stage of the audit as we move through your business together.
Session 1
✓ Complete
11 Mar 2026
Session 1
Discovery call — company overview, IP concerns, NDA requirement. Eagle CRM, PropertyMe, StaffLink, Asana, Zapier 200+ Zaps. Gemini company-wide, ChatGPT exec, Taskade (Mark), Google AI Studio (Matthew). Mark very protective of IP — wants NDA before deeper access. 1,100 opportunities with no follow-up comments in one sales sheet
Sales Acquisition
Session 2
✓ Complete
13 Mar 2026
Session 2
100+ staff, 6 offices, 4 departments: PM, Sales (35-36), BDM (3), Admin (4+). 700-800 property sales/yr, 3,200 properties under management. 382 steps per property sale, 82 to get on market, 19 hrs AI-replaceable per sale. 2,987 unfollowed appraisal contacts. No referral tracking for sales agents.
Sales Acquisition
Property Management Acquisition
Listing & Quoting
Marketing Operations
Sales Workflow
Session 3
✓ Complete
19 Mar 2026
Session 3
Marketing packages expanded from 3 to 6-7 with build-your-own. Marketing team: Kirstin (Head), Molly & Gemma (PMs), Irish & Vins (offshore coordinators). Hiring graphic designer, planning content producer (video) role. Workflows live in Google Docs not Asana — checklists printed, not systematized. Offshore QC issues — language barriers, terminology confusion (off-market example).
Marketing Operations
CURRENT DELIVERABLE
Process Map
A full map of how your business operates today — every step, every handoff, every tool.