Building Processes You Can Trust
Process Documentation
Dive deep into the heart of your company's workflows with our comprehensive documentation service. Spanning from sales to operations and every nuanced step in between, we capture the details of your operations. Ever wondered how your company would fare if pivotal personnel unexpectedly stepped out? We've got you covered. We transform your company's myriad processes into a proprietary, user-friendly guide exclusive to your brand. While such meticulous work could tether your internal team for months, we bring it home in weeks. Ready to simplify?
Automate with Intent
Relying solely on human memory for processes is a recipe for overlooked details. That's where our tailored automation steps in. We craft intuitive, human-centric automation that does more than just remind — it acts. From timely prompts to sending out meticulously crafted messaging, we ensure nothing slips through. The result? An elevated experience for your customers and a sigh of relief for your employees, liberated from the pressure of remembering it all. Enhance your operational rhythm.
From Idea to Implementation
Ever had that game-changing idea, certain to redefine your business, only to watch it falter in execution? We understand the sting of that disconnect. That's why every partnership with us includes a bespoke training video library. With processes mapped out in both written and visual formats, we cater to diverse learning preferences, ensuring your entire team moves in orchestrated harmony. Transform your processes into action.
Are you ready to unlock your company’s potential?
Welcome to the first step in optimizing your operations. During our initial call, we will focus on:
Understanding Your Business: Gaining clarity on your goals, challenges, and expectations.
Assessing Your Current Processes: Evaluating your existing systems to identify strengths, inefficiencies, and opportunities for improvement.
Developing a Strategic Roadmap: Outlining a clear, results-driven approach to enhance efficiency, reduce friction, and support long-term growth.
Our objective is to determine whether PM PathBuilders is the right partner to help streamline your operations and align your processes with your business goals.
Forging Your Path
Sales
Streamlined Sales Workflow
Customized and automated sales process workflow that allows for seamless pipeline integration.
Documented Processes
Thorough documentation of current and ‘ideal’ sales processes.
Identifying and Targeting your “Ideal Client”
Finding the perfect fit clients to maximize your teams efficiency and maintain a growth mindset. Not only do we want you to bring on new doors, but we aim for sustainable growth.
CorePath: Inbound Sales
Pipelines from New Lead -> Agreement Signed
Active and Passive Nurture Pipelines:
Targeting the specific stage an ideal client may be in.
Operations
Streamlined Operations Workflow
Customized workflow for operations processes.
Documented Processes
Thorough documentation of current processes.
Automation Integration
Detailed review of current processes and introduction of Automated Procedures to reduce tasks and increase operational efficiency.
CorePath: Operations
Owner Onboarding
Property Onboarding
Make Ready
Marketing/Leasing
Move-In
Management/Renewal
Deliquency
Move-Out
Account Close Out
Creating Raving Fans
ConnectionPath
Integration of current and developed processes in Property Management and CRM Software
* Specialization in LeadSImple Processes