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ChecklistMeasurement

Real estate: Weekly and monthly performance review

46 checks for the weekly 30-minute review, ad diagnosis, the monthly report, content and reputation, decisions, and data quality.

46 items6 groups17 minOctober 15, 2026

  • performance
  • weekly review
  • monthly report
  • real estate

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3 items open, 46 items in total. Members see the rest.

Do the 30-minute weekly check every Monday and the monthly report on the first working day of each month. Gather the numbers first, then interpret them; before you decide anything, make sure the data definitions haven't changed.

Weekly check (30 minutes)

9 items
  • Last week's spend, leads, and viewings are in one table.
  • Leads by source (portal, Meta, Google, referral) were compared with the week before.
  • Meta and Google were checked for rejected or limited ads.

6 items more in this group for members.

43 items more for members

This item has 46 items in total. With a membership you see all of it and copy any line in one click.

  1. Ad diagnosis8 items
  2. Monthly report: the numbers9 items
  3. Monthly report: content and reputation7 items
  4. Decisions and budget7 items
  5. Data quality6 items

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Real estate page
  • Copy template15 min

    15 copy and message templates for agencies

    Portal listing description

    {NEIGHBORHOOD}, {DISTRICT}: {ROOM_COUNT}, {NET_SQM} m² net / {GROSS_SQM} m² gross, floor {FLOOR}, {ASPECT}-facing. Apartment: {SHORT_DESCRIPTION} Building: {BUILDING_AGE} years old, {HEATING}, elevator {ELEVATOR}, parking {PARKING}. Building fees: {FEES}. Title status: {TITLE_STATUS}. Occupancy permit: {OCCUPANCY_PERMIT}. Transport: {TRANSPORT}. Viewings by appointment. {AGENCY} | Authorization certificate no.: {LICENSE_NO}

    15 templates · 4 groupsMembers only

  • Script18 min

    9 short video and call scripts for real estate

    0–3sHome tour (40s)

    Open on the home's strongest spot. On screen: "{NEIGHBORHOOD} · {ROOM_COUNT} · {NET_SQM} m² net". Say: "This is the best spot in the apartment."

    9 scripts · 2 groupsMembers only

  • Message template20 min

    WhatsApp and DM replies

    First reply to a portal inquiry

    Hi {NAME}, this is {AGENT} from {AGENCY}. You messaged on {PORTAL} about the {ROOM_COUNT} in {NEIGHBORHOOD}, and it's still available. Quick details: {NET_SQM} m² net, floor {FLOOR}, building fees {FEES}, price {PRICE}. So I can give you the right information, two questions: when are you hoping to move, and are you planning to pay cash or use a mortgage?

    20 templates · 5 groupsMembers only

  • Checklist10 min

    Real estate agency marketing checklist

    • A written listing agreement is signed with the owner and its end date is in the CRM.
    • Title record, occupancy permit, unpaid building fees, and tenant status are checked.

    36 items · 6 groupsMembers only

  • Hook bank12 min

    Reels and short-video openers

    I open the door, and the first thing you see is the view, not the hallway.

    50 hooks · 5 groupsMembers only