REI Company Audit
Score yourself honestly across all 4 pillars. Identify your biggest bottleneck. Focus all energy there.
Score yourself honestly across all 4 pillars. Identify your biggest bottleneck. Focus all energy there.
The audit works like a diagnostic. Complete each step in order. Your results update in real time.
Enter your monthly revenue and costs across tools, overhead, and team.
Rate 20 questions across Marketing, Sales, Operations, and KPIs (1-5 scale).
See your overall score, pillar breakdown, radar chart, and bottleneck ranking.
Every question scored with status, action items, and summary statistics.
Score yourself honestly. Not where you want to be. Not where you think you should be. Where you actually are today. The only person you hurt by inflating scores is yourself.
This information appears on your exported audit report.
Select your phase to personalize the 30/60/90-day plan below.
Know your numbers before you diagnose anything else. Revenue minus expenses equals reality.
| Item | Monthly Cost |
|---|---|
| Prospectors | |
| Skip Tracing | |
| DataSift | |
| Direct Mail | |
| Bulk Dialer | |
| Bulk SMS | |
| Click-to-Call Tool | |
| Item | Monthly Cost |
|---|---|
| Rent | |
| Office Expenses | |
| Utilities | |
| Insurance | |
| Software / Subscriptions | |
| Phone / Internet | |
| Role | Rate ($) | # People | Total |
|---|---|---|---|
| Acquisitions | $0 | ||
| Lead Management | $0 | ||
| Leadership | $0 | ||
| Virtual Assistants | $0 | ||
| $0 | |||
| $0 |
Prospectors sit under Tools and Marketing on purpose. Roll tools, marketing, and prospecting people into one bucket, then divide by deals locked that month: your fully loaded cost per deal. Everyone else stays in the team bucket.
Rate each question 1-5. 1 = Never. 5 = Always. Your dashboard updates in real time.
We have a systematic process to acquire and market new data.
It is easy to track what data is being marketed and strategies used.
We use multiple marketing channels without duplicate targeting.
We consistently generate leads for the specific problems we solve.
We have a process to reach owners who ignored previous marketing.
New leads are followed up and qualified quickly.
Tasks are completed on time based on lead temperature.
We have a repeatable handoff process from Lead Management to Acquisitions to Transactions to Dispositions.
All offers and seller communication are documented in the CRM.
Leads and deals are routinely audited for lost opportunity.
What is your net profit margin?
1 = 0% | 2 = 1-20% | 3 = 21-40% | 4 = 41-50% | 5 = above 50%
All employees execute in alignment with company mission, vision, and values.
All team members know their roles and daily, weekly, and monthly tasks.
Team members know where SOPs are and use them consistently.
Flowcharts and process documentation are updated routinely.
KPIs are used to measure and monitor progress across the business.
KPIs are reviewed regularly, broken down by role.
KPI data is used to adjust strategies and maximize results.
There is a process to diagnose and fix nonperforming KPIs.
All team actions are tracked and logged daily.
Your scores update in real time as you complete the questionnaire above.
Your lowest-scoring pillar is your biggest bottleneck. Fix it first.
Complete the questionnaire to see your bottleneck analysis.
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Every question scored with status and recommended action.
| ID | Question | Score | Status | Action |
|---|
The audit's real job is leverage and sequencing: which fixes carry the most weight, and in what order.
Nothing downstream matters without strong lead generation. If Marketing scored lowest, stop everything else and fix your data and channel systems first. Sales management does not matter if there are no leads to manage.
Expect 90+ days from marketing start to first closed revenue. If you cannot sustain your current overhead for 6 months without a deal, your first bottleneck is cash flow, not marketing.
5 days live with Ty. 34 interactive modules. A community of 1,047+ investors. Save your seat in the next cohort. Already enrolled? Use this guide as your between-session refresher.
Doors per deal is live list size divided by the deals it produced. Lower is better.
Precision mode
Precision mode
Bulk mode
| Knox County pull | Doors per deal |
|---|---|
| Blind SFR pull | 206 |
| AI Investor Score 90+ | 25.3 |
| Absentee + Low Income combo | 34.9 |
| Best ZIP (37914) | 104.9 |
The blind pull is the number to beat. Owner combos multiply: Absentee alone runs 105.9, Low Income alone 62.3, together 34.9. Distress stacked on the AI score does the opposite: 48.4 versus 30.6 for the score alone.
| Funnel stage | Lists | Role | Sales cycle | Saturation |
|---|---|---|---|---|
| First to Market | Obituary, pre-probate, probate | Pipeline builder (about 66 doors per deal) | 4-7 months | Near zero |
| Niche Volume | Senior, vacant, absentee stacks | Volume engine: huge lists, few competitors | Faster, no deadline | Low, hard to reach |
| Deadline Distress | Foreclosure, notice of default | Fast closer with the sharpest ratios | Fastest | Maxed |
The full read blends four inputs: doors per deal, saturation, how hard the owner is to reach, and cycle speed. Run all three stages at once. Full tables and the Knox ZIP spread: Doors Per Deal.
We door knocked foreclosure lists and traction was strong. The same owners barely answered our calls: every investor in town dials that list. Saturated lists need a higher-quality touch.
One machine runs all outbound. Calls and mail press every record from Day 1.
A 3-attempt call blitz over 72 hours and the Mail 01 handwritten letter ($1.75) start together. Mail has no call prerequisite.
Cost ranks how freely you spend, not when channels start. The cold call leads live contact; text follows the call, never first.
Folders 01-08 run niche CALL/MAIL pairs. Folders 09-10 run bulk: 6 attempts across Priority 1, Priority 2, and Tier 2. FTM never enters bulk.
Universal suppression keeps junk out of every preset. Exhausted records escalate to deep prospecting. Timers bring back the rest.
Reactivation re-calls people who said no, on the correct number only. Rehash re-runs people you never reached.
Foreclosure headed to auction. The auction does not wait.
Probate. 60 loses deals, 30 irritates people.
All other first-to-market lists.
Tier 2 not-interested records.
Do not skip reactivation. These leads picked up once, the number works, and the only variable is timing. 20-30% of platform deals come from exactly these follow-ups.
Your target margins and KPIs depend on what you are building.
Annual target
High-margin, lean team
Solo or one assistant
Annual target
Scale over margin
Full acquisition team
The realistic ceiling from mastering the system is about 85%. Sam O'Neil runs about 92%: solo, $800K a year on roughly $1,500 a month of marketing spend. Use these as the top end, not the sales-pitch version.
Auto-generated from your audit scores, phase, and profile. Fix your biggest bottleneck first. Everything downstream depends on it.
Complete the audit questionnaire above to generate your personalized 90-day plan.
Your plan regenerates every time you change an audit score. Start with the first 30 days. Do not look at Day 31-60 until Day 30 is done. Focus beats ambition every time.
Your company audit should improve every quarter. This 5-stage cycle is how.
Score yourself honestly across all 4 pillars. Even Ty and Tyler are not 5s across the board. The audit identifies your single biggest bottleneck so you stop guessing and start fixing.
Set 3 key OKRs per quarter per division, 5 max. Very big things, each yes/no or measurable, and every task ladders up to one. Worked example: 25 contracts a year backs into 2 deals a month minimum.
9-5 is income-producing activities: calling, following up, closing. After 5 is improvement projects: building SOPs, setting up dashboards, refining processes. Both matter. Do not sacrifice income for infrastructure.
At the end of each quarter, answer: What is working? What is not? Did you hit your milestone gates? Why or why not? Best news from the last 90 days?
Re-score all 4 pillars with fresh eyes. Your scores should improve every quarter. If they do not, your rocks were aimed at the wrong problems. Compare to your previous scores and set your next 30/60/90 plan.
The cash conversion cycle in REI is 90+ days, so the quarterly audit lands right as new marketing produces its first revenue. Re-audit at 90 days and your Day 1-30 actions show up as closed deals.
5-Day Deal Flow Challenge
5 days live with Ty. 34 interactive modules. Save your seat in the next cohort. Already enrolled? Use this page as your between-session refresher.
The master spreadsheet with tool pricing and tech stack breakdowns by phase.
83 tools across all 5 days with links, descriptions, and categories.
46 real-world examples organized by phase.