
Assessment Shop
Data-Driven Assessment for Property Management
Enhance your team's professional and personal growth by honing their communication skills, vision, and goals alongside an experienced sales professional. Your employees will also gain access to valuable resources and a supportive community that will advance their performance, mindset, influence, and strategy to new heights.
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Get actionable insights to improve your team's leasing performance today!
What are the benefits?
Here is what you need to know:
The Assessment Shop offers a variety of benefits for businesses looking to enhance their customer service and overall operations. With Assessment Shop, you will be able to:
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Identify strengths and weaknesses in your team
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Enhance customer service
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Improve accountability among team members
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Receive a competition analysis
Assessment Shop
Service Packages


Assessment Aim
The primary purpose of this Assessment Shop is to evaluate all communities within designated regions and provide reports to community and regional managers. The Shop will gather feedback on various aspects, such as leasing, tour path, apartment turn quality, and marketing materials.
The collected data will help identify areas for improvement for community managers and highlight any common challenges the region faces. Additionally, this assessment will support the training department by pinpointing obstacles that require specific coaching for that region.
The Break Down

Page One - Overview
The cover page serves as a pre-frame and will be emailed directly to the community manager and regional manager to outline my intentions for the upcoming call.
In this document, I also share my "pain points" to challenge the leasing professional and assess whether they can tailor their apartment offerings to meet my needs.
Additionally, I included my contact information to determine if the leasing professional could obtain it.​
Page Two - Leasing Report
The Leasing Shop Report evaluates phone interactions based on several criteria: greeting, appointment scheduling, identifying the customer's needs, and urgency.
It also grades the leasing professional's performance during the property tour, focusing on first impressions, communication skills, adherence to tour procedures, urgency, and whether the leasing professional followed up after the tour.


Page Three - Community Shop Report
The community shop report evaluates signage, office hours, amenities, grounds, apartment presentation, and marketing materials provided.
Page Four - Challenging Questions
Challenging Questions: Fair Housing Questions and the response from the Leasing Profession.


Page Five - Insights & Feedback
Feedback and insights from the buyer's perspective on leasing professionals, curb appeal, apartments, pricing/fee ideas, and marketing materials.
Page Six - Tour Presentation Media
Pictures of the tour presentation, which includes the clubhouse, the apartment shown to me, and the amenities.

What Others Say About My Work

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Q: What is Assessment Shop in property management?Assessment Shop is a service that evaluates property portfolios, providing reports on leasing, tour paths, apartment turn quality, and marketing. It analyzes property performance, tenant satisfaction, and maintenance efficiency. I will offer insights and recommendations to optimize investment, operations, and property value.
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What is the difference between Individual and Regional Assessment in property management?My property management services include both Individual and Regional Assessments. Individual Assessment - focuses on a single property's condition, rental potential, market value, and necessary improvements. Regional Assessment - reviews multiple properties in a geographic area, evaluating market trends, economic factors, rental rates, and occupancy levels. Summary: Individual Assessments are property-specific, while Regional Assessments offer a strategic view of multiple properties. Both are essential for informed decision-making in property management.
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Q: How is the Assessment Shop conducted?The Assessment Shop offers tailored evaluations. We start with a consultation to gather details, followed by an analysis using advanced tools to assess strengths, weaknesses, and industry benchmarks. Results are summarized in a detailed report with actionable recommendations. The report includes call preparation for leasing professionals, evaluates phone interactions, property tours, and community aspects like signage and amenities, and provides feedback on leasing.
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Q: How much does the Assessment Shop cost?Costs vary based on project needs, typically ranging from $1000 to $4,000, including a downpayment. For an accurate quote, schedule a call to discuss your specific requirements. Contact me for personalized pricing.
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How is Leasing Training conducted?I offer a comprehensive program with theoretical instruction, practical exercises, real-world scenarios, and case studies. Trainees get access to property data and resources, gaining skills in market analysis, property presentation, tenant relations, and lease negotiation. Suitable for both beginners and experienced managers.
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What does group coaching look like?Group coaching is a dynamic, collaborative experience for growth. Sessions feature small, focused groups led by me, guiding discussions and activities. The mix of theory, exercises, and real-life applications fosters individual progress and a supportive community. Ideal for enhancing leadership, team dynamics, or personal development, group coaching ensures comprehensive, engaging support.
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Q: How much does Leasing Training cost?The leasing training program requires a down payment of $1,500 upfront. In addition, there is a fee of $1,000 per person attending the training. This comprehensive training is designed to provide in-depth knowledge and practical skills essential for successful leasing practices, ensuring participants receive the best possible education and support.