This self-assessment helps uncover which areas of your agency need the most support, so we can recommend just what you need (and nothing you don’t).

This is for independent property management and real estate leaders who want more control, less chaos, and a business that doesn’t rely on them for everything.

At the end, you’ll know:

Which areas need attention first
Whether you’re in ‘stabilise’, ‘scale’, or ‘prepare to sell’ mode
The best type of support for where you’re at right now

Tick all that apply. Be honest, this isn’t a test. It’s a clarity check.

First Name

Last Name

Business Name

Roughly how many properties are under management?

What’s your current role?

Systems & Workflow

Day-to-day operations, consistency, and how much you’re needed to keep things moving

Are your systems running the business or is your team running in circles?

Our CRM or trust software is clunky, not fully set up, or no one uses it properly.

Our forms, templates, and processes aren’t consistent across the team.

Tasks fall through the cracks or need constant chasing and follow-up.

We still have paper files or a ‘filing pile’ that no one wants to deal with.

We have basic systems in place, but they won’t support us to scale or prepare to sell.

→ You may need: Elev8 Flow – to design and document your core systems, orElev8 Rescue – if you’ve inherited a mess and need things untangled fast.→ You may need: Elev8 Flow or Elev8 Rescue

Overall, how confident are you in your systems and workflows?

→ You may need: Elev8 Flow – to design and document your core systems, or Elev8 Rescue – if you’ve inherited a mess and need things untangled fast.

Compliance & File Health

Does any of this sound familiar?

I don’t know where things are or what’s missing

We haven’t had a formal compliance check in the last 12 months (or ever)

I’m unsure where to find key files/documents

I don’t know what software we’re using for compliance or if we’re using it properly

I think we could be saving money but don’t know where to start

We’ve recently had a tribunal, breach, or tenant dispute

We don’t have a clear checklist or process for file compliance

→ You may need: Elev8 combination of services (compliance review, file clean-up, and process design)

Trust Accounting & Accounts Admin

Is your trust accounting giving you more trust issues than trust in your process?

Our trust processes feel unclear, manual, or outdated

We’ve struggled with trust audits or reconciliation errors

I’m not sure where key trust documents are stored

I worry that if our trust person left, we’d be in trouble

→ You may need: Elev8 Trust (to tighten your processes and reduce risk)

Onboarding & Team Setup

Bringing new team members on board and not sure where to start – while still trying to get your own work done? Or just trying to keep the crew on the same page?

We’ve hired recently or plan to grow the team soon

Our new staff onboarding feels rushed or inconsistent

My team members don’t fully understand their roles

There’s a lot of confusion or crossed wires around the office

I want better documentation, guides, and handover tools

Each team member completes tasks differently, so new staff end up confused

→ You may need: Elev8 SmartStart (structured onboarding and team setup)

Overall, how confident are you in your current team onboarding and setup?

Templates, Tools & DIY Systems

Are you trying to DIY your systems but feel like you’re reinventing the wheel each time?

We don’t have consistent templates for key emails, letters, or notices

Everyone uses their own versions of forms and checklists

I spend too much time creating or tweaking documents from scratch

We have templates, but they’re out of date or don’t match how we work now

I’d love a plug-and-play toolkit so the team can just follow the steps

→ You may need: Elev8 DIY Toolkit (ready-made templates, checklists, and guides)

Ai & Automation

Curious about AI and automation, but not sure where to start (or what’s actually safe in property management)?

We’re not using any automation or Ai tools yet

We use our CRM automations, but I’m not confident they’re set up correctly

I’m worried about compliance and risk when it comes to AI-generated content

We’re doing a lot of manual, repetitive admin that could probably be automated

I’d like simple, practical examples of how AI could save my team time

→ You may need: Elev8 Automate (practical AI and automation setup for PM agencies)

Clean-up or Transition Help

Have you inherited a mess, changed systems, or gone through staff changes and now everything feels tangled?

We’ve recently changed CRM or trust software and things feel messy

We’ve had key staff leave and no one is sure what they owned

There are old files, folders, or processes no one wants to touch

I know there are risks hiding in our data, files, or processes

I’d love someone to help us ‘reset’ and get back to a clean, clear baseline

→ You may need: Elev8 Rescue→ You may need: Elev8 Rescue (clean-up, transition support, and risk reduction)

Ongoing Support

Once things are cleaned up, do you want someone in your corner to keep you on track?

I don’t want to slide back into old habits once things are fixed

I’d like regular check-ins or reviews to keep our systems and files healthy

My team would benefit from ongoing guidance and accountability

I want a sounding board for operational decisions and changes

I’m looking for a long-term partner, not just a one-off project

→ You may need: Elev8 Support (ongoing advisory and support)

Feeling Seen?

Honestly… we need help with pretty much ALL of the above

→ You may need: Full Elev8 Framework (a guided, end-to-end journey across all key areas)

The Now

Where’s your business at right now, and what kind of support makes sense for this stage? (Choose one)

We’re starting up and want to get it right from day one

We’re up and running, but things feel messy or reactive

We’re ready to scale, but need stronger systems to support growth

We’re stable, but I’d love regular expert backup support

We’re planning to sell within 12 months and want systems sorted for a smooth, stress-free transition

for completing my quiz and taking the time to reflect on your business. I’m looking forward to seeing where you’re at and exploring how I can best support you from here!

I’ll personally review your answers and be in touch within 1–2 business days with your priority areas and recommended next step.

I respect your time and your inbox, I’ll only send practical, relevant support, and you can opt out anytime.

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