Self-Auditing Your Business

Let’s talk self-auditing

There’s nothing like a good audit to get your juices flowing, am I right?

Believe it not, no, I’m not joking. Completing a self-audit is one of the most helpful (and satisfying) tasks you can do, and one of the easiest ways to give your business a facelift while keeping costs low.

This process can seem overwhelming, but here are three great places to start.

  1. Gather all your materials and assets

As Marie Kondo knows, it’s tough to evaluate what you have if it’s not all together. Start by compiling all your materials, from your website, to your latest take-homes, to your online profile bios and any advertising materials. Are they all saying the same thing, or do they look like they could be from multiple agents? Do you have more materials than you really need?

  1. Ask for reviews

Your clients and coworkers might be your strongest critics, but they should also be your biggest advocates. Consider sending out an anonymous survey, or book one-on-ones (lunch should be your treat!) with a few trusted people, and find out what they loved – and didn’t love – about working with you. Did they find you emailed way too frequently? Missed sending them important listings? Or did they love how organized you were and how you took the time to walk them through something new? The important thing here is to look beyond some of your best relationships, or you’ll risk getting a skewed opinion – remember, this is about improving, not giving yourself a pat on the back.

  1. Find your biggest areas for improvement

The best place to start is with the things that will make the biggest impact. This could mean anything from redoing your marketing materials so your key messages are clear and look consistent, or it could mean revising your selling strategy. Don’t let yourself get sucked into the small changes that, while easier to make, won’t make an impact on your bottom line in the same way that more daunting tasks can.

If you’re not sure where to start on a self-audit, or want a professional opinion on what your biggest improvement options are, book a quick call with me and let’s talk.

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