CONFIDENTIAL DIAGNOSTIC
Agent Growth & Systems Audit Report
Conducted by James Jestes · Broker Associate & Certified eXp Mentor
Client Agent: [Agent Name]
[Market / City, State] · [Date]
6 / 10Lead Generation
4 / 10CRM Follow-Up
3 / 10Video & Content
2 / 10AI & Automation
Key Friction Points & Leaks Identified
- Database Leak: Contacts in your CRM are not receiving consistent monthly touches, resulting in lost sphere repeat and referral business.
- Time Drain: Spending 3 to 5 hours per week manually writing listing descriptions, social posts, and email newsletters that can be automated with Claude in 5 minutes.
- Marketing Inconsistency: Relying on sporadic open houses and cold outreach rather than an inbound video or hyper-local authority presence.
Recommended 30-Day Growth Roadmap
- Deploy the 4-Tier Sphere Revival: Categorize your top 100 warm contacts and send the 9-word text sequence to wake up 2 to 4 active conversations this week.
- Plug in the AI Prompt Vault: Use the 7-day local content calendar prompt to schedule a full week of organic authority posts in under 30 minutes.
- Launch the 5-Day Open House Runway: Upgrade your weekend open house strategy with directional signs, neighbor invitations, and digital story polls.
The Real Wolf Pack Advantage
When you partner with James Jestes into Agent Wolf Pack at eXp Realty, you receive the complete solution to every leak above for free: Social Agent Academy Pro, AI Agent Accelerator, 4 Canva template packs, weekly live masterminds, and direct 1-on-1 mentorship with James at zero extra commission split.