REI Company Audit
Score yourself honestly across all 4 pillars. Identify your biggest bottleneck. Focus all energy there.
Even Ty and Tyler are not 5s across the board. This is not about perfection. It is about clarity on where to focus.
Score yourself honestly across all 4 pillars. Identify your biggest bottleneck. Focus all energy there.
Even Ty and Tyler are not 5s across the board. This is not about perfection. It is about clarity on where to focus.
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 blueprint 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 |
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 reveals your constraint. Here is how to act on it.
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.
Your audit identified your blueprint, your bottlenecks, and your first 30 actions. There are a lot of plan options. Our team can map your audit results to the right one and help you skip the setup learning curve.
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
Auto-generated from your audit scores, blueprint, and phase. 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 3-7 quarterly rocks. These are the most important things to get done in the next 90 days. Not how you will do them. What needs to get done. Break into monthly and weekly milestones.
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? This is where the learning happens.
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. Your quarterly audit aligns perfectly with your first revenue from new marketing. Re-audit at 90 days and the results of your Day 1-30 actions show up as closed deals.
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Revenue minus all expenses, divided by revenue. Lifestyle businesses target 50%+. Growth businesses target 20% minimum. Below 20% at scale means your cost structure is eating your deals.
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Identifying your single biggest constraint across Marketing, Sales, Operations, and KPIs. The lowest-scoring pillar gets all your focus. Fix one thing at a time, not four.
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A measurable metric tied to a business outcome. Daily dials, correct numbers, conversations, and contracts per month. Logged manually to force accountability and reflection.
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A documented, step-by-step process that any team member can follow to produce a consistent result. If it lives in your head, it is not an SOP.
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Starting with the cheapest channel first (SMS at $0.01), then layering more expensive channels (calling, mail, deep prospecting) only on leads that did not respond. Never start with the most expensive touch.
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How fast you contact a new lead after they enter your pipeline. Within 1 minute gives you 400% higher conversion than waiting even 10 minutes. This is why Lead Management is a full-time role.
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The time from first marketing spend to first closed revenue. In REI, expect 90+ days. Budget to sustain all operations for 6 months without a deal. If you cannot, fix cash flow before fixing marketing.
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A 20-question self-assessment across 4 pillars (Marketing, Sales, Operations, KPIs) scored 1-5. Identifies your biggest bottleneck so you know where to focus all energy. Re-audit every 90 days.
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The 3-7 most important things to get done in the next 90 days. Not how you will do them, but what needs to get done. Broken into monthly and weekly milestones. Re-set every quarter after your re-audit.
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Not an org chart. A map of responsibilities broken down by department, showing who handles what. One person appears multiple times if they fill gaps across departments. Used to assign quarterly rocks to the right person.
8 questions on the audit framework, planning, and business fundamentals.