Forwardable property ops audit

I map one property workflow before anyone builds the automation.

For NYC and NJ property managers, owners, and family-office real estate teams with follow-up work stuck across inboxes, spreadsheets, property software, vendors, and approval queues.
Book a 20-minute workflow callSend the workflow
Workflow Audit

$1,500

fixed fee

5 days

timeline

1

workflow

Paid on signature. The five days start once I have access to the workflow's files and systems. The fee is credited to the build if you sign it within 30 days of the audit.

If the audit isn't delivered within five business days of giving me access, I refund the fee in full.

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
The problem

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.
What you get

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.

How it starts
  1. 01

    Book a 20-minute workflow call.

  2. 02

    Name the one workflow and the source systems involved.

  3. 03

    If it is a fit, sign the $1,500 audit.

  4. 04

    Receive the workflow map, exception inventory, and build scope within five business days.