Kima — Workflow Automation for Real Estate Professionals

Process Clarity

Automation requires a defined workflow. If the steps aren't clear, they can't be automated.

"If I asked you to describe your client workflow step-by-step, could you?"

0 No clear process 1 Rough process but inconsistent 2 Clear repeatable process

Process Frequency

Automation delivers the most value when a process happens repeatedly. The higher the frequency, the faster the return.

"How often do you run this workflow?"

0 Rarely 1 A few times per month 2 Multiple times per week

Manual Workload

The more manual the process is today, the more time you recover through automation.

"How much of this process is manual today?"

0 Mostly automated already 1 Partially manual 2 Mostly manual

Data Structure

Automation requires consistent information. Variable inputs make systems harder to build reliably.

"Is the information you collect from clients mostly the same each time?"

0 Completely different every time 1 Some consistency 2 Very consistent data fields

Pain Level

High pain means high motivation — and usually high ROI. The best candidates feel this process every single day.

"How frustrating or time-consuming is this process?"

0 Not a problem 1 Some frustration 2 Major time drain

Workflow Readiness Assessment