The assessment

Find out exactly what AI is worth to your company

We interview the people doing the work, measure what their repeat tasks cost you, and show you working demos of the top three fixes. You see the math, built from your own team's numbers, before you commit to anything.

How it works

Five steps, two to three weeks

Team survey

A short survey goes to the people you choose, from leasing agents to your controller. It asks what is repetitive, which software they touch, and what slows them down. Each person then books a short call with us.

Day-in-the-life interviews

We walk through each person's day, step by step, and ask how long each task takes and what it is worth to the company. We write down their numbers, in their words.

The ROI case

We rank every opportunity by hours saved and dollars, using your team's own estimates. You can trace every figure back to an interview.

Three working demos

You send a few real examples, like a maintenance request, a vendor invoice, or an owner report. We build quick working demos of the top three opportunities so you can see them run on your own documents.

The plan

You get the ranked list, the ROI math, what we would build first, and a clear proposal for working with us ongoing. We also tell you what is not worth automating.

What you walk away with

  • A map of where repeat work happens across leasing, maintenance, accounting, and owner relations
  • Hours per week for each task, in your team's own words
  • A ranked list of opportunities with the ROI math behind each one
  • Working demos of the top three on your real documents
  • Notes on your current software, including what you already pay for and have not set up
  • A proposal for what we would build first and how we would work together after

Who it's for

Property management and HOA management companies with an office team and a growing portfolio. If you are adding doors faster than you can hire, this is for you.

We reply within one business day and never share your information.

FAQ

About the assessment

How long does the assessment take?

Usually two to three weeks, depending on how many people we interview. Each interview is about 30 to 45 minutes.

Who from our company should take part?

You choose. Most companies include the owner or COO, plus a mix of department heads and the people doing the daily work in leasing, maintenance, and accounting. The front-line interviews are where the real numbers come from.

Why interview our staff instead of just the leadership team?

Leaders know where the pain is, and staff know exactly how long things take. Building the ROI case from the people doing the work gives you numbers you can trust and check.

Are the demos production software?

No. They are working previews on your own examples so you can judge the idea before you invest in it. Production builds add security, logins, your PMS connection, and testing.

Do we need to share resident or owner data?

Only a few sample documents, and you can redact them. We can review anything sensitive on a screen share without copying it.