$1,500
fixed fee
5 days
timeline
1
workflow
Paid on signature. Credited to the build if the first automation scope is signed within 30 days.
Best first workflows
- COI and insurance expiration tracking
- Rent delinquency readiness queue
- Lease renewal follow-up
- Vendor follow-up and no-show tracking
- Owner update and exception dashboard
- Maintenance request triage
Start with the one workflow that keeps breaking.
The one that keeps aging, hiding exceptions, or forcing the same manual follow-up every week.
- COIs, insurance dates, and vendor documents tracked across folders, inboxes, portals, and spreadsheets.
- Rent delinquency reports where nobody is sure which balances are still accurate.
- Lease renewals, owner updates, and vendor follow-ups that age until someone asks.
- AppFolio, Buildium, Yardi, QuickBooks, email, and spreadsheet data that do not create one clean operating view.
The audit produces a build decision.
Workflow map
The exact current path. Source reports, owners, handoffs, approval points, tools, and failure spots.
Exception inventory
A practical list of expired, missing, stale, blocked, duplicate, changed, or approval-needed work.
Automation guardrails
What the system can prepare, what a human must approve, and what should not be automated yet.
Build scope
A fixed-price first-build recommendation with inputs, timeline, risks, and acceptance criteria.
Good fit for operators who already know the workflow is expensive.
Best fit is property managers and family-office real estate teams where property software exports, QuickBooks, email, shared folders, or spreadsheets carry the real workflow.
Not a fit for vague AI brainstorming, fully autonomous tenant communication on day one, or teams without a workflow owner.
- 01
Book a 20-minute workflow call.
- 02
Name the one workflow and the source systems involved.
- 03
If it is a fit, sign the $1,500 audit.
- 04
Receive the workflow map, exception inventory, and build scope within five business days.