Building PM Processes
Want to build BETTER processes? A mere SOP isn't enough if you want to scale. This course will show you how to convert your SOPs into automated and predictable processes so you can give awesome service to your customers.
This course is about building and automating your processes. Why is that important? Because you can’t scale your property management services unless your systems and processes are automated, predictable, and efficient.
As a property manager, your whole business is about client services and that makes process automation even more critical if you’re going to help your customers succeed. We’re here so you can give an amazing customer experience to your clients even as you grow.
A course isn’t any good if you don’t learn anything right? Here’s a few things to remember as you go through it.
We're going to start off with the very basics, and then become slightly more advanced as we go.
Watch the lessons in order. The content builds on itself so you’ll learn better if you watch them one by one.
Follow along and complete the assignments. There’s nothing like learning on the job right? We’re all strong believers in learning by doing and you’ll get so much more from the course if you follow along with the assignments.
We’re starting with the basics, but as we go, we’ll come back around to enhance and add the automations that really make sense.
In the end, our goal is to help you be able to sit back and watch your business run because your processes are built to scale.
You'll take your process all the way from prototype to production.
#1: Structuring Your Process
#2: Defining Your Stages
#3: Creating A Process Type
#4: Building Stages & Adding Steps
#5: Adding Step Modifiers
#6: Setting up PMSync
#7: Triggering Processes
#8: Using Tasks
#9: Emailing, Calling & Texting
Learn a little about the minds behind the course.