Automation Audit Example
A filled example for a real estate team that wants cleaner lead intake, faster routing, and better follow-up consistency.
1. Repeated Tasks
Fictional sample business: Meridian Property Group, a small property management and real estate team.
- Copying website inquiry details into a spreadsheet.
- Forwarding rental questions to the right property manager.
- Sending the same availability answer several times per week.
- Reminding staff to follow up after showings.
- Creating weekly lead source summaries by hand.
2. Current Handoffs
What starts the process?A website inquiry, phone call, or Facebook message.
Who receives it?The office inbox, then a coordinator forwards it manually.
Where does it get tracked?Google Sheets and a shared email folder.
What usually gets missed?Follow-up timing, property preference, and whether the lead was already contacted.
3. Automation Candidates
Lead routing
Form confirmation emails
Follow-up reminders
Status notifications
Weekly lead report
AI-assisted inquiry summaries
4. First Automation To Try
Trigger:New website inquiry form is submitted.
Action:Send confirmation to the lead, notify the right manager by property type, and log the inquiry in the lead tracker.
Owner:Office coordinator reviews new leads twice a day.
Success sign:No inquiry waits longer than one business day without a response.
