Fig. 00Digital Estate Scorecard
Digital Estate Scorecard

See where revenue, time, and trust are being lost.

Choose the type of organization you run. Answer seven core questions and see a preliminary Leak Index before we ask for contact information. Continue for a fuller view of the areas that need attention and a recommended next step.

Begin the scan~2 minutes to your score · 7 core signals · no account
Fig. 01What we scan
What we scan

The scorecard reviews seven areas where an organization attracts interest, earns trust, converts demand, delivers work, retains relationships, and maintains visibility.

  1. 01Attention

    Can the right buyer find and understand the offer?

  2. 02Trust

    Does the buyer believe it before they act?

  3. 03Conversion

    Can interest become money without friction?

  4. 04Operations

    Can the team deliver consistently without relying on memory?

  5. 05Experience

    Does the delivered reality match the promise?

  6. 06Retention

    Does one buyer become many future opportunities?

  7. 07Owner Intelligence

    Can the owner see what is happening and decide what comes next?

Fig. 02How severity is measured
How severity is measured

Each detected leak is scored on five factors — Impact, Frequency, Friction, Strategic Risk, and Confidence — then rolled into a Leak Index from 0 to 100 and a severity band.

The five factors roll into a Leak Index from 0 to 100 — higher means more potential loss — and one of four bands: Minor, Needs Attention, Significant Loss, and Critical Loss.

ImpactHow much revenue, time, or trust the leak costs.
FrequencyHow often it happens.
FrictionHow much resistance it creates for buyer, team, or owner.
Strategic RiskWhether it threatens an important future outcome.
ConfidenceHow much evidence stands behind the finding.
Fig. 03Choose your organization type
Choose your organization type

The questions adapt to the type of organization you run. Hospitality and property operations are selected by default, and the same seven operating areas apply across the options below.

Hospitality / STR / Property OperatorDefault

Short-term rentals, vacation homes, and the managers who run them. This is the default question set.

Resort / Retreat / Experience Asset

Boutique hotels, resorts, villas, and retreat centers where experience and operations carry the brand.

Private Community / Club / Membership

Clubs, residences, and membership communities where belonging, trust, and retention are the business.

Luxury Commerce / Watches / Collectibles

High-trust commerce where authentication, scarcity, and buyer confidence decide the sale.

Professional Service Firm

Firms that win on pipeline, proof, and partner attention — legal, medical, financial, advisory.

Real Estate / Local Operator

Teams and operators running long-cycle, high-ticket deals against portal-rented demand.

Experience Operator

Tours, charters, events, and wellness — where the delivered experience is the product.

Begin the scan~2 minutes to your score · 7 core signals · no account
Fig. 04Before you decide
Decision closure

The questions an operator asks before committing — answered straight, with the boundary and the next move.

The questions worth answering first.

What does the Digital Estate Scorecard measure?

The Digital Estate Scorecard reviews seven operating areas — attention, trust, conversion, operations, experience, retention, and owner intelligence — and combines the findings into a Leak Index from 0 to 100, landing in one of four bands: Minor, Needs Attention, Significant Loss, or Critical Loss. It estimates where value may be getting lost, not a dollar amount it costs you: every detected gap is weighed on five factors — Impact, Frequency, Friction, Strategic Risk, and Confidence — rather than a single guess. Because these areas depend on one another, an early gap can reduce the result of later work. The result shows which areas need attention and which appear lower-risk, so you know where to review first.

What do I need to run it?

To form a preliminary Leak Index you answer seven core questions — one per operating area — plus three calibration questions: your monthly revenue band, units under management, and your role. It reads your operation from what you tell it, not from access to your systems — no login, no connected accounts, no audit of your stack. The calibration questions let it recommend a next step that fits your scale instead of a one-size pitch, and you can add optional evidence — a link or a sentence in your own words — to raise the confidence of the result. It takes about two minutes to a preliminary score with no account; a fuller review of the remaining questions provides a more complete index.

What does the result tell me, and what are its limits?

The result is a structured self-assessment: your Leak Index out of 100, seven operating areas, your highest-severity findings, and a recommended direction for the area worth reviewing first. Because it is computed from your own answers, it is a preliminary view of how your operation looks to you — not a benchmark against other companies, and not an external audit that inspects your live systems. It cannot promise a specific finding or a dollar figure: if your answers show no major gap it says so, and if they identify potential loss it ranks the findings so you know where to look first. The verified, systems-level version of this is the paid Digital Estate Audit, which examines your actual stack — the scorecard is the free, honest first read that tells you whether that deeper look is worth taking.

Is it really free — what does it cost?

The Digital Estate Scorecard is free. There is no account to create and nothing to pay; you answer the questions and give a first name and email so the report can be delivered. That is the only scorecard exchange. The Estate Signal is a separate email publication requiring its own explicit opt-in, and scorecard completion starts no publication drip. Running the scorecard obligates you to nothing. The one paid step, if you choose it, is the separate Digital Estate Audit — a systems-level assessment whose price and terms live on the audit page; the scorecard never charges for the result and never requires you to book anything. It exists to give you an honest first picture at no cost and let you decide the next move yourself.

What happens after I get my score?

You get your full report — Leak Index, ranked findings, and operating-area breakdown — plus a next step matched to your operation, not a blanket pitch. The three calibration questions decide what is offered: operators with the scale and authority to carry a build are pointed to the paid Digital Estate Audit; operators with a real problem but fit not yet proven are kept to a free, no-pressure path; and where it is plainly not the right time, the honest answer is a self-serve route and the resources to address the fastest wins yourself. Nobody is auto-enrolled in a sales sequence. The report stands on its own; The Estate Signal is a separate publication and only arrives after its own explicit opt-in. The controlled next move from here is simply to run the scan and read what it returns.