Marketing
Bottleneck Finder

Answer 12 quick questions. Generate a ready-to-paste prompt that has Claude pinpoint the single biggest thing holding your business back, and what to do about it in the next 30 days.

Business Results

How many loans are you currently closing per month?

How many loans per month would you like to close?

Lead Flow

Do you feel you have enough opportunities coming into your pipeline?

Yes No

Where does most of your business currently come from?

Realtors Past Clients Consumer / Online Leads Builders Other Referral Partners

Referral Relationships

How many referral partners sent you at least one lead in the last 90 days?

0–2 3–5 6–10 10+

Are you actively building new referral relationships each month?

Yes No

Marketing Visibility

How consistently are you marketing yourself?

Daily Weekly Monthly Rarely

If you stopped working your existing relationships today, would new people still discover you?

Yes No

Conversion

When you receive a lead, do you feel confident converting it into an application?

Yes No

Q10

Do leads regularly go cold because follow-up falls through the cracks?

Yes No

Database & Retention

Q11

How often do you communicate with past clients?

Monthly Quarterly A few times a year Almost never

Positioning

Q12

In one sentence, what makes you different from other lenders?

One clear sentence beats a paragraph. This drives the positioning read.

Your Prompt

Copy this and paste it into Claude. It already contains your answers plus the diagnosis instructions.

For internal use by Fairway West / Fairway loan officers. Self-assessment tool only; not a consumer offer, not financial or credit advice.