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Owner Onboarding / Fit Checker

Most owner churn is set before the contract is signed, in the gap between what the owner expects and what the property can actually earn. The Fit Checker turns intake into a repeatable memo: it pulls the market bands for the address, audits the photos against your standards, checks permit and HOA risk, and scores the fit green, yellow, or red before you commit.

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How to use this template

  1. Hire the template in your Sidekicks dashboard
  2. Connect your intake form, AirROI market data, and your property standards
  3. Run it on your last few owner leads
  4. Go live in draft, nothing goes to an owner without you

What this does

  • Checks the owner's revenue expectation against the conservative, moderate, and optimistic bands for that exact address
  • Audits the listing photos against your amenity, safety, and design standards
  • Flags permit, tax, HOA, and supply-growth risk before you take the property on
  • Separates the launch blockers from the nice-to-have upgrades, so onboarding starts with a punch list
  • Scores the fit green, yellow, or red and drafts both an internal memo and a warm owner email

Saves

  • The bad-fit owner you spend a year regretting, caught before the agreement is signed
  • The scattered afternoon of comps, photo reviews, and permit checks, turned into one memo

Workflow

Trigger
A new owner lead comes in
A lead fills out the intake form, or you tag one 'needs a fit check' before the management agreement goes out.
Tool call
Pull the market and the standards
airroi_estimate_revenue() + airroi_find_comparables() + your property standards · the revenue bands for the address and the checklist to hold it to.
Prompt
Check expectations against reality
Compares the owner's target to the conservative, moderate, and optimistic bands, audits the photos, and weighs permit, HOA, and seasonality risk. Candid internally, diplomatic externally.
Draft
Write the memo and the email
An internal memo with the verdict and the launch blockers, plus a warm owner email under 250 words that sets expectations without overpromising revenue.
Approval
You decide to sign or pass
Sales or the GM reviews the green, yellow, or red call. On approval you send the owner email, turn blockers into onboarding tasks, or hand off to New Listing Builder. Nothing sends on its own.

More Sidekicks to explore.

Owner Update Writer“Why was last month slow?” answered with real numbers in 60 seconds.Owner Statement HelperBuilds the monthly statement with a plain-English cover note.Owner Business Review PlannerPrepares the quarterly owner review with next-best recommendations.

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