What does this skill do?

The Skill Real Estate Sales Team Assessment conducts an in-depth analysis of a real estate agency’s sales team, examining conversion rates at each stage of the sales funnel and identifying individual and collective bottlenecks. It generates a concrete, measurable 30-day action plan, as well as questions for one-on-one feedback meetings, eliminating guesswork and relying on real data.

Team That Does Not Meet Its Goals
Activate it when the team doesn't meet its monthly or quarterly sales targets and you need to find out why.
Before Investing in Training
It ensures that you train each runner in the right skill—not just the most obvious one—thereby optimizing the training budget.
Underperforming runner
Understand why a specific broker isn't performing well despite their effort and dedication, through personalized analysis.
Periodic Evaluations
Systematically review the team's sales performance and adjust the strategy based on data.

Usage examples

📊 Comprehensive Funnel Analysis
Take a look at my real estate team's sales funnel: 45 leads, 30 contacts, 12 showings, 5 offers, and 2 closed deals. The goal was 4 sales. Tell me where the leaks are.
👤 Individual analysis by runner
I have three brokers: João closes deals well but gets few leads; Ana makes a lot of contacts but doesn't secure any appointments; Pedro is at a loss. Conduct an individual assessment of each one.
📋 30-Day Action Plan
Create a prioritized 30-day action plan for my real estate agency that includes specific actions, assigned personnel, and tracking metrics to address leaks in the sales funnel.
💬 Questions for 1-on-1 Feedback
Give me 5 questions for each of my 3 team members that encourage self-reflection without triggering a defensive reaction during feedback sessions.

Features

Sales Funnel Analysis Calculate the conversion rates at each stage of the funnel and identify where the greatest customer churn occurs and its impact.
Individual Assessment by Runner For each broker, list one strength, one weakness, the likely cause of the poor performance, and a specific recommendation.
Identifying Systemic Problems Identify collective issues related to processes, management, or strategy that affect the entire team and are not attributable to a single employee.
30-Day Prioritized Action Plan Create a list of actions ranked by impact, specifying what to do first, who is responsible, and how the results will be measured.
Questions for 1-on-1 Meetings Create five questions per participant designed to foster self-awareness without triggering a defensive reaction during feedback conversations.

Frequently asked questions

You need the sales funnel data for the most recent period (leads, contacts, visits, proposals, closed deals), the observed behaviors of each agent, the goals for the period, and whether there is a documented sales process.
Yes. The skill is designed for teams of any size. The individual assessment adapts to the number of runners you provide, from just one to large teams.
No. The skill works with Claude Code or Cowork without the need for external MCPs. You just need to provide the funnel data and the behaviors observed in the prompt.
Yes. The base prompt includes placeholders in square brackets that you should fill in with your actual information. You can adapt them to suit the specific needs of your real estate agency and your local market.
Real Estate Sales Team Assessment — Sales Analysis with Claude AI

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