Peter Lohmann walks through what happens after a property owner says yes. You schedule a 1.5 to 2 hour call to gather details and answer questions, then send a DocuSign package with the management agreement. Onboarding can take anywhere from days to months.
Chapters
So you have your initial discovery call, then maybe a week later they're like, hey, we're interested in moving forward. And then do you reply back by email and say something like, sounds good, but just so you know, clear your calendar, we need to have a 2-hour conversation first?
It's not phrased quite like that, but yeah, as a part of the PMA signing, absolutely. Yeah. So next steps, what that's going to look like if you decide you want to move forward, we have whatever onboarding timeframe we happen to have at that period of time, sometimes a couple of days, sometimes it's a month or two before we can actually start management. So I frame that. And then in addition, it's a, hey, we need to book an hour and a half onboarding phone so I can get your information, property information, talk through some additional nuances of management we may not have already spoken about during the sales calls, and then I'll put together a DocuSign and get it sent over.