First Name
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Last Name
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Company
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Enter the company name exactly as we have it in LS
Email
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Enter the email we have for the client in LS
Property management software
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Appfolio
Buildium
Propertyware
Rentvine
RentManager
Other
Process Software
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LeadSimple
Process.St
Asana
Monday.com
Other
None
How many units do you want to be adding per month?
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Are you typically retaining the units that you are adding for longer than 2 years?
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Yes
No
Other
How many units are you losing every month?
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Total number of Google reviews
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Current Google review score
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Is your management agreement a boilerplate agreement or custom?
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Boilerplate
Custom
Does your management agreement give you the right to add or edit any fees mid-agreement?
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No
Yes
I can change fees with proper notice
I have a separate "Owner Handbook" with a Fees Schedule that can be modified
Other
How many days of notice do you need to give to the Owner in order to change fees?
Is your lease agreement a boilerplate agreement or custom?
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Boilerplate agreement
Custom agreement
How would you describe your current organizational structure?
Where do you see breakdowns in communication, decision-making, or execution?
How do decisions typically get made in your company?
What decisions currently require your direct involvement that you wish didn't?
What processes work well? What processes are broken or missing?
Do you have clearly defined roles and responsibilities for every team member, with documented role expectations.
You would enthusiastically rehire all current team members
Employees receive consistent communication from their managers regarding direction, goals, and performance.
If the business not had to run, while you were gone for 2 weeks, what would happen?
What would actually happen — in decision-making, execution, and results.
How often do you seek feedback from your team about your leadership?
Quarterly planning sessions occur regularly, resulting in clear, measurable priorities that are owned by specific people.
The company has clearly defined KPIs
The organization takes timely action when KPIs are off track.
What kind of meetings do you have? Are they intentional, with the right cadence and format.
Strategic priorities are visible to the team and used to drive day-to-day decisions.
SOPs, processes and policies exist for all major functions and are documented, followed, and improved regularly.
Financial statements are accurate, timely, and reviewed regularly by the leadership team.
The leadership team is composed of A-players who model accountability, live the company values, and work in harmony.
Only if they have a Leadership Team
Leadership meetings are focused, effective, and aligned around high-impact decisions.
Leadership intentionally communicates the company's vision and priorities, so no employee is left in the dark.
The leadership team sets and aligns around a compelling long-term vision (e.g., 3-year picture, 10-year target).
What are a few of your favorite things or interests - or favorite ways to spend your free time? (e.g., reading, plants, travel, art, home décor, sports etc.)?
Gift-Inspiration Questions for Client
Do you have any hobbies?
Gift-Inspiration Questions for Client
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