# COMPANY PROFILE

## 1. Basic Info
Company Name:
Location(s):
Portfolio Size:
- # of units:
- Property types (multifamily, SFH, commercial, etc.):

Business Model:
- (3rd party management, owner-operator, mixed)

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## 2. Portfolio Details
Property Types:
- (e.g., Class A apartments, student housing, etc.)

Geographic Focus:
- (cities/states)

Typical Rent Range:
Occupancy Rate:
Average Lease Length:

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## 3. Services Offered
- Leasing & marketing
- Tenant screening
- Rent collection
- Maintenance coordination
- Evictions/legal
- Other:

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## 4. Target Customers
- (e.g., individual landlords, institutional investors, HOAs)

Customer Size:
- (small landlords, mid-size investors, large funds)

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## 5. Current Tech Stack
Core System (PMS):
- (AppFolio, Yardi, Buildium, etc.)

Leasing Tools:
Maintenance Tools:
Communication Tools:
Pricing Tools:
Other Tools:

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## 6. Current Workflows (Important)
Leasing Process:
- (lead → tour → application → lease)

Maintenance Process:
- (ticket → triage → vendor → completion)

Tenant Communication:
- (email, phone, portal, etc.)

Reporting:
- (how owners get updates)

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## 7. Goals (Top Priorities)
- Reduce vacancy
- Increase NOI
- Improve tenant experience
- Scale portfolio
- Reduce labor costs
- Other:

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## 8. Pain Points / Bottlenecks
- Slow leasing response times
- High manual workload
- Maintenance delays
- Poor tenant communication
- Owner reporting issues
- Other:

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## 9. KPIs (if known)
- Vacancy rate:
- Days on market:
- Maintenance turnaround time:
- Tenant retention rate:
- Cost per lease:

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## 10. Team Structure
Team Size:
Leasing Staff:
Maintenance Staff:
Admin / Operations:

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## 11. Competitive Landscape
Main Competitors:
Differentiation:

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## 12. Constraints
Budget:
Tech limitations:
Regulatory constraints:
Staff capacity:

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## 13. What You Want From AI
(Choose or customize)

- Identify operational inefficiencies
- Suggest AI tools to implement
- Recommend automation workflows
- Improve leasing conversion
- Reduce costs
- Create a tech stack
- Other:

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## 14. Output Instructions (IMPORTANT)
- Be practical and ROI-focused
- Avoid generic advice
- Prioritize quick wins first
- Assume current team/resources