The PathBuilding Podcast

Episode Two: Seamless Owner Onboarding - Your Stage For Success

46 min · 21. März 2025
Episode Episode Two: Seamless Owner Onboarding - Your Stage For Success Cover

Beschreibung

In this episode of the Path Building Podcast, Kristen and Kandise dive into one of the most critical phases of the client lifecycle—owner onboarding. What marks the official transition from sales to onboarding? When should the process truly begin? They discuss best practices for creating a smooth handoff, why onboarding should never start before the agreement is signed, and how different companies approach this crucial step. Learn how to structure your onboarding process for efficiency, ensure a seamless client experience, and set your owners up for long-term success. If you want to improve your onboarding workflow and reduce friction in your operations, this episode is for you!

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Episode Episode Three: Making The Make Ready Make Sense Cover

Episode Three: Making The Make Ready Make Sense

Hot takes, real talk, and tactical advice—this episode dives deep into one of the most overlooked but critical parts of property management: the Make Ready process. Kristen and Kandise break down everything from owner expectations and vendor coordination to internal standards, team alignment, and why collecting funds upfront isn’t just smart—it’s essential. If you’ve ever battled confusion around who's responsible for what, or struggled to get a property rent-ready without chaos, this one’s for you. Expect: * 💸 Why you are not a bank (and what to do instead) * 🛠️ How to build better Make Ready processes * 🧠 The mindset shift every BDM and ops team needs * 👟 Real examples, real solutions—and a few laughs If you’re growing a property management company and want to scale without the mess, this is the episode that’ll make your next Make Ready a breeze.

16. Mai 202547 min