Process Design and Development

We extract your team's expert knowledge and build fully customized, best-practice workflows in tools like Process Street, Aptly, and LeadSimple.

Process chaos kills efficiency. We help property management companies turn tribal knowledge into structured, scalable workflows that support growth and eliminate guesswork. Whether you're starting from scratch or trying to clean up a mess of outdated SOPs, we'll build a system that actually works for your team.

Why It Matters

Too many companies rely on memory, “that one person who knows everything,” or outdated documents that no one follows. This creates bottlenecks, errors, and inconsistent resident or owner experiences. When your processes live in people's heads, your business can't scale. Documented, accessible workflows protect your business, save time, and make training easier.

How We Work

We start by downloading what your team already knows - your real process, not an idealized version. Then we fine-tune it for clarity, efficiency, and accountability. We build workflows directly inside tools your team will actually use (like Process Street, Aptly, and LeadSimple), and we make sure the end product is easy to follow, update, and scale. You'll never get a PDF that just sits in a folder.

What You Get

  • Custom-built workflows tailored to your company
  • Clear SOPs mapped to your real-world tools and systems
  • Embedded decision logic, roles, and automations
  • Easy-to-follow documentation for onboarding and accountability
  • Optional video training or rollout support for your team

Who It's For

This service is ideal for property management companies who:

  • Don't have documented workflows - or have too many, poorly followed ones
  • Rely on a few key people to "remember how everything works"
  • Are scaling and need operational consistency
  • Want to reduce training time, turnover stress, or compliance risks

Let's Talk

You don't need more software - you need smarter systems. Let's turn your processes into assets that drive performance and give you back your time.

Frequently asked questions

It depends on the number of workflows and how much is already documented. A typical engagement takes 4-6 weeks, but larger or more complex builds may take longer. We'll give you a realistic timeline upfront.

That's actually very common - and not a problem. We'll guide your team through structured interviews and shadowing to extract the processes that already exist (even if they're only in someone's head). From there, we build clean, repeatable workflows that reflect your real operations.

We build your processes directly in tools like Process Street, Aptly, or LeadSimple; whichever platforms your team uses to operate. If you aren't working inside a software yet, we can provide text documents or help you choose and launch a new software tool. Ideally, your workflows should live inside a system, not a PDF inside a folder.

Yes. Whether you have 50 outdated SOPs or a messy stack of Google Docs, we can audit what's there, pull out what's useful, and rebuild it into a streamlined, modern format.

Yes, and that's key to your success. We work closely with your subject matter experts to document real, on-the-ground workflows and refine and optimize together. That buy-in is what ensures your team will actually follow the final product.

Yes, and that's key to your success. We work closely with your subject matter experts to document real, on-the-ground workflows and refine and optimize together. That buy-in is what ensures your team will actually follow the final product.