This quick self assessment helps you pinpoint where your agency can

Save Time, Save Money & Make More Money.

It’s 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.

Strong foundations create real outcomes, time back each week, fewer costly mistakes, and more profit, whether you’re in Stabilise, Scale, or Prepare to Sell mode.

At the end you’ll know your top 2 priority focus areas and some

practical next step for your stage.

Be honest, this isn’t a test. It’s a clarity check.

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

First Name *

Last Name *

Business Name

What’s your current role?

Email *

Mobile *

Roughly how many properties are under management?

Q1. Right now, what’s your agency feeling most?

(Choose one)

We’re constantly firefighting

We’re keeping up, but it’s fragile and person dependent

We’re mostly steady, but it feels clunky

We’re stable and ready to sharpen things

We’re running well and want to optimise

Q2. Systems and workflow, what’s most true?

(Choose one)

We don’t have consistent processes, tasks fall through the cracks

We have systems, but they’re not used properly or not set up well

It works, but we double handle and waste time across tools

It’s solid, we just need minor refinements

Q3. Trust and accounts admin, which best describes you?

(Choose one)

Trust feels unclear, manual, or risky

We’ve had reconciliation issues or audit stress

It’s mostly fine, but it relies on one key person

It’s tight and documented

Q4. Compliance and file health, what’s your current reality?

(Choose one)

I’m not confident we’d pass a spot check

We haven’t done a proper compliance review in 12 months+

We’re okay, but files and checklists aren’t consistent

We’re confident and have a clear process

Q5. Team and onboarding, what happens when someone starts or leaves?

(Choose one)

Chaos, everyone just figures it out

Patchy, depends on who trains them

Mostly works, but not consistent

Clear onboarding, handovers, and role clarity

Q6. Templates and documentation, how much are you reinventing?

(Choose one)

Constantly, everyone has their own versions

We have templates, but they’re outdated or not followed

We’re close, we just need a proper toolkit and tidy up

We’re in good shape

Q7. AI and automation, where are you at?

(Choose one)

Not using it yet, not sure what’s safe

Using some, but not confident it’s set up properly

We know there’s admin we could automate, we just need a plan

We’re already using it well and want to go further

Q8. Which stage best fits you right now?

(Choose one)

Starting up and want to get it right from day one

Up and running, but messy or reactive

Ready to scale, need stronger systems

Stable, want expert backup support

Planning to sell within 12 months

Thanks for taking a few minutes to do the clarity check.

Once submitted, you will get your priority plan (24–48 business hours).

I’ll personally review your answers and email you your top focus

areas to reduce risk and workload fastest, plus a quick SMS

voice note so it’s clear what to do first.

By submitting your details, you agree to K8 Solutions’ terms and conditions and consent to receive relevant communications by email and SMS (including a short voice note). You can opt out at any time.