Free Funnel Assessment

What is a Funnel Assessment?

Most sales teams have a hidden problem: their funnel leaks. Leads slip through the cracks, and underperformance goes unnoticed. But with the right insights, those leaks become growth opportunities.

A Funnel Assessment pinpoints exactly where your team is losing deals—whether it's unanswered calls, missed meetings, or stalled follow-ups. We'll analyze your CRM data and sales process to show you what's happening—and how to fix it.

How It Works

Schedule a Quick Call

We'll learn more about your team and the challenges you're facing.

CRM Audit

We dig into your data to uncover patterns, gaps, and missed opportunities.

Results Session

We'll walk you through the findings and give you a game plan to move forward.

What You'll Get

Custom funnel analysis showing where leads drop off

Missed GCI calculation—see exactly how much you're leaving on the table

Agent-level performance breakdown

Actionable recommendations to improve conversion

Speed-to-lead analysis with benchmarks

Find Out What's Holding Your Team Back

Fill out the form and we'll reach out to schedule your assessment.

First Name *

Last Name *

Email *

Phone Number *

Team Name *

Number of Agents *

CRM *

Lead Sources (select all that apply)

Zillow MBP Zillow Flex Realtor.com Opcity Facebook/Meta Ads Google PPC Other

Your information is secure. We'll never share or sell your data.

Discover the Hidden Gaps in Your Sales Funnel