Step 1
Who is doing onboarding?
Both paths use the same property kickoff script, but the checklist changes based on who is supplying the details.
Step 2
Property intake.
Find the property, confirm its operating region, then name it and assign the onboarding contact.
Find the property
Start typing the full address and pick a suggestion, or keep typing to enter it manually.
Operating region
Resolved from the chosen address. Override if a property sits on a regional boundary.
Property identity & contact
Nickname is suggested from the address. The onboarding contact is the person responsible for the intake.
Choose an address, then run research to prepare public-record, compliance, and market context for staff review.
Step 3
Kickoff script plan.
Review the generated kickoff plan, confirm the Drive folder path, and move through the checklist before dashboard promotion.
No kickoff draft yet. Choose a path and address first.
Step 4
Custom task list gate.
Tasks are customized from path, region, and property details. Completion is the promotion gate for the live dashboard.
Select a task to flesh out action items, notes, links, and owner requirements.
Step 5
Review the onboarding draft.
Review the onboarding draft, export a copy, print the checklist, or prepare an email handoff.
No review draft yet. Complete the earlier steps first.