Real Estate Competitor Survey

A competitor survey is useful when it turns a broad impression into a small set of comparable observations and one decision to test. Use the worksheet below to review another real-estate practice with enough structure to learn from the comparison.

Real Estate Competitor Survey

Set the comparison

Choose a focused comparison set: a nearby brokerage, a team serving a similar client, or a business whose service model you want to understand. Record the date, public sources reviewed, market served, and the question the comparison should answer.

Assess service and position

Describe the promise a client sees, the audience the practice speaks to, and the services it makes easiest to understand. Separate what is plainly stated from your own interpretation so the survey remains useful when you review it later.

Review the client experience

Walk through the public path a prospective client would take: finding the business, requesting information, understanding the next step, and receiving a response. Note the moments that feel clear, personal, or difficult to navigate.

Name strengths and gaps

List the observed strengths, then identify the gaps that matter to your own position. A gap is a question for investigation, not proof that another practice lacks capability.

Choose one next test

Turn the comparison into one bounded experiment for your own business. State the change, the person responsible, the time to review it, and the observation that would tell you whether to keep, adjust, or stop the test.

Record the conversation

Discuss the survey with the people who own the relevant work. Keep the notes, decision, and follow-up date together so the comparison supports a real operating choice rather than a one-time impression.

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