"*" indicates required fields Step 1 of 2 – Contact information 0% NameThis field is for validation purposes and should be left unchanged.This field is hidden when viewing the formClient:Name* First Last Company*User Email* Date:* MM slash DD slash YYYY Demographic InformationAge range (low end)Please enter a number from 18 to 100.Age range (high end)Please enter a number from 18 to 100.Income range (low end)Income range (high end)Occupation White collar Blue collar Real estate investor more specific target What do white collar clients need from a management company that you can solve?What do blue collar clients need from a management company that you can solve?What do real estate investor clients need from a management company that you can solve?What is your more specific target client occupation?What do your specific occupation clients need from a management company that you can solve?Education level High school Some college College Other What do clients with a high school education need from a management company that you can solve?What do clients with some college education need from a management company that you can solve?What do clients with a college education need from a management company that you can solve?What is your more specific target client education?What do clients with your specific target education need from a management company that you can solve?Marital Status Single Married Partner Corporation Why is this your preferred marital status?Family Status No children Children N/A Why is this your preferred family status?How many children?Please enter a number greater than or equal to 1.ChildrenBased on the age demographics of your target client you can estimate the ages of the children. Enter the upper and lower age ranges for each child below.Age range (lower end)Age range (upper end) Add RemoveWhat do you think might be important to parents with children in these age ranges?Target client risk tolerance High risk tolerance Medium risk tolerance Low risk tolerance What does this level of risk tolerance mean to you?Why is this your preferred risk tolerance for your target client?How does this level of risk tolerance affect the management of your target client's properties?Geographic InformationWhere are the properties located?click the “+” to add additional markets Add RemoveProperty owner location Owner lives locally Owner lives out of town Other How does the target property owner location affect the way you can manage their properties?Psychographic InformationLifestyle Active Sedentary Family-oriented Driven Other What are the benefits that someone with an active lifestyle receives when they hire you to manage their properties?What are the benefits that someone with an sedentary lifestyle receives when they hire you to manage their properties?What are the benefits that someone with a family-oriented lifestyle receives when they hire you to manage their properties?What are the benefits that someone with a driven lifestyle receives when they hire you to manage their properties?What is the other lifestyle of your target client?What are the benefits that someone with an Other lifestyle receives when they hire you to manage their properties?Interests and hobbiesInvestment ProfileInvestment experienceHow much experience does your ideal client have as a real estate investor? New investor Seasoned investor Accidental landlord Why is this the preferred level of investment experience?How are your services catered to this level of investment experience?Level of involvementHow involved does your ideal client want to be in the management of their properties/portfolio? Prefer to be hands-off Prefer to be actively involved Other Why is this the preferred level of involvement?How are your services catered to this level of involvement?Long Term vs. Short Term StrategyWhat is your ideal client’s preferred investment range? How long do they plan to keep their investments? Long term investment strategy Medium term investment strategy Short term investment strategy Other Why is this investment strategy preferred?How are your services catered to this investment strategy?Income Generation vs. Capital AppreciationWhat is your ideal client’s preferred investment benefit? Income generation (cash flow) Capital appreciation Other Why is this investor benefit preferred?How are your services catered to this investor benefit?Property and Portfolio InformationPreferred property types Houses Condos Multifamily Preferred property class for houses A class properties B class properties C class properties D class properties Preferred rental rate for houses (low end)Preferred rental rate for houses (high end)Preferred bedrooms for houses 1 2 3 4 Other Preferred bathrooms for houses 1 2 3 4 Other Preferred parking for housesPreferred property class for condos A class properties B class properties C class properties D class properties Preferred rental rate for condos (low end)Preferred rental rate for condos (high end)Preferred bedrooms for condos 1 2 3 4 Other Preferred bathrooms for condos 1 2 3 4 Other Preferred parking for condosPreferred property class for multifamily A class properties B class properties C class properties D class properties Preferred rental rate for multifamily (low end)Preferred rental rate for multifamily (high end)Preferred bedrooms for multifamily 1 2 3 4 Other Preferred bathrooms for multifamily 1 2 3 4 Other Preferred parking for multifamilyHouse doors ownedWhat is the preferred number of doors that they own that you manage for them? 1-5 6-19 20 or more Other Condo doors ownedWhat is the preferred number of doors that they own that you manage for them? 1-5 6-19 20 or more Other Multifamily doors ownedWhat is the preferred number of doors that they own that you manage for them? 1-5 6-19 20 or more Other Pain Points and ChallengesTarget client pain pointsWhat are your target clients pain points that you are well positioned to alleviate? Maintenance and repairs Property upgrades and renovations Tenant management Legal compliance Financial planning and management Tenant turnovers Rent collection Evictions Property marketing High vacancy Property damage Tenant screening Time management No clear investment strategy Emergency response Technology Taxes Tenant relations Insurance Self managing from a distance Current property manager not doing a good job Other How do your services address their maintenance and repairs pain points?How do your services address their property upgrade and renovation pain points?How do your services address their tenant management pain points?How do your services address their legal compliance pain points?How do your services address their financial planning and management pain points?How do your services address their tenant turnover pain points?How do your services address their rent collection pain points?How do your services address their eviction pain points?How do your services address their property marketing pain points?How do your services address their high vacancy pain points?How do your services address their property damage pain points?How do your services address their tenant screening pain points?How do your services address their time management pain points?How do your services address their investment strategy pain points?How do your services address their emergency response pain points?How do your services address their technology pain points?How do your services address their taxes pain points?How do your services address their tenant relations pain points?How do your services address their insurance pain points?How do your services address their self managing pain points?How do your services address their current property manager pain points?What are their other pain points?How do your services address their other pain points?Behavioral TraitsDecision-making processHow does your target client make decisions? Impulsive Defers to experts Thorough researcher Why is this decision making process preferred?How do your services address their preferred decision making process?Comfort level with technology Novice Beginner Intermediate Proficient Expert Why is this comfort level with technology preferred?How do your services address their comfort level with technology?Goals and AspirationsImmediate needs or desiresNot just property management related but what type of short term goals do they have?Long term aspirationsNot just property management related but what type of future life plans do they have? for example, starting a family, putting kids through college, downsizing, etc.Sources of InformationPreferred MediaWhere do they get their information from? Social media Traditional media Word of mouth Family and friends Professional networks Online reviews Other How can you build authority and attract the right target client who gets their information from social media?How can you build authority and attract the right target client who gets their information from traditional media?How can you build authority and attract the right target client who gets their information from word of mouth?How can you build authority and attract the right target client who gets their information from family and friends?How can you build authority and attract the right target client who gets their information from professional networks?How can you build authority and attract the right target client who gets their information from online reviews?What other sources of media do they get their information from?How can you build authority and attract the right target client who gets their information from other sources?Communication and Management PreferencesPreferred communication method In-person Phone Email Text Other How do your services address their primary communication methods?What are the benefits that your target client receives by utilizing this preferred form of communication?Unique ID Δ Share this: Click to share on Facebook (Opens in new window) Facebook Click to share on LinkedIn (Opens in new window) LinkedIn Click to share on X (Opens in new window) X
