Property Management & Site Team To-Do's

  After your Onboard welcome email:

• Schedule your KICK OFF CALL!    (Check your Welcome emails for the scheduling link or reply directly to your Implementation Manager)

Be ready to review the following on your Kickoff Call (be sure to add your site staff to the invite): 

• 15 minute overview of Onboard, highlighting the benefits and implementation plan for resident enrollment
• Confirm PMS and the contact to set up the integration (or confirm manual exports/imports needed)
• Verify property address and unit counts, including office/common area access/courtesy accounts

• Add amenity disclosure language to lease agreement template/default
• Send screenshot/proof of completion to your IM
• Confirm first addendum added date and begin capturing new move ins and renewals
  
  

• Schedule 10 minute check-in call with your IM to review announcement emails, flyers, Onboard support resources and contact info, and any other announcement Q&A
• Send email pre-announcement to residents via PMS software

• Schedule 20 minute pre-launch check-in call
• Confirm Onboard and provider invoicing details

• Distribute Launch flyer to your residents
• Route resident inquiries about the new amenity perk to support@letsonboard.com

• Sign off on the charges added to your tenant ledgers

• Send rent roll with scheduled amenity charges for audit to your IM

• Pat yourself on the back for being a key player in successfully launching Onboard
• Please take our onboarding satisfaction survey when it lands in your inbox. Your feedback matters!
  
  

Happy Streaming!