Phone Presence Audit for Real Estate Agents | Free · 10 Min
📞 Phone Presence Audit

Is Your Phone Presence
Winning Leads or Losing Them?

10 questions. Real score. No fluff. Find out exactly where your inbound call experience is costing you business — and what to do about it.

Takes ~10 minutes
Solo agents & small teams
Score out of 100
📱
Availability & Pickup Rate
How reliably do inbound calls actually reach you?
1
When a prospect calls you during business hours, what typically happens?
Think about a typical Tuesday at 11am when you're previewing homes or in a consult.
I answer almost every time 10 pts
I answer when I can — maybe half the time 6 pts
Honestly? It usually goes to voicemail 2 pts
2
What happens to calls that come in after 6pm or on weekends?
Real estate doesn't respect business hours. Neither do motivated buyers.
They still reach me — I'm usually available 10 pts
I try to answer but it's hit or miss 5 pts
After-hours calls go unanswered until morning 1 pt
📣
Voicemail Experience
What happens when you can't pick up?
3
What does your voicemail greeting sound like right now?
Your voicemail is often the first impression. What does it say about you?
Professional, current, specific to my business 10 pts
Generic but at least I recorded my name 5 pts
"The person at 919-xxx-xxxx is not available…" 0 pts
4
Does your voicemail give the caller a reason to leave a message — or a next step?
Most callers who hit voicemail hang up and call the next agent. Give them a reason to wait.
Yes — I have a specific value offer or callback timeframe 10 pts
Sort of — it says to leave a message, that's it 4 pts
No — it's just a default carrier message 0 pts
Speed to Response
The window between "interested" and "gone" is measured in minutes.
5
When you miss a call, how quickly do you typically call back?
Studies show a 5-minute response window is the difference between a warm and cold lead.
Within 5 minutes, almost always 10 pts
Within 30–60 minutes when I have a gap 6 pts
A few hours — sometimes the next day 2 pts
6
Do you have any system that alerts you the moment a missed call comes in?
You can't respond fast to what you don't know about.
Yes — I get an immediate notification with caller info 10 pts
I see missed calls when I check my phone 4 pts
No system — I notice them when I notice them 0 pts
🗂️
Lead Qualification & Capture
What happens to the lead data when a call comes in?
7
When you do answer an inbound call from a new prospect, do you have a consistent set of questions you ask?
Unqualified callers become ghost leads. A framework separates the serious from the shoppers.
Yes — I follow a specific qualification framework 10 pts
I ask some questions but it varies call to call 5 pts
Mostly I just answer whatever they ask and wing it 1 pt
8
Where does the caller's contact information end up after the call?
If it's not captured, it doesn't exist. The follow-up is only as good as the data.
Automatically into my CRM with a follow-up task 10 pts
I enter it manually later if I remember 5 pts
It lives in my call log (or my memory) 0 pts
💰
Revenue Awareness
Do you know what your missed calls are actually costing you?
9
Do you have any idea how many inbound calls you miss each month?
Most agents underestimate this by 40–60%. You can't fix what you don't measure.
Yes — I track this and review it regularly 10 pts
I have a rough idea but it's not tracked 4 pts
I honestly have no idea 0 pts
10
Have you ever calculated the dollar value of a single missed call based on your average sale price and close rate?
For most solo agents, one missed call = $5,000–$15,000 in potential commission. Does that land?
Yes — I know exactly what a missed call costs me 10 pts
I've thought about it but never done the math 4 pts
Never considered it that way — this is uncomfortable 0 pts