3.0 Management New Client Proposal Process

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Introduction:

At 3.0 Management, we understand that each community has its own unique needs, challenges, and goals. That’s why we don’t offer a one-size-fits-all approach to HOA management. Instead, we take pride in delivering personalized, tailored services that best support the individual needs of the Association. Whether you require portfolio management, full-time on-site staff, or something in between, our flexibility ensures we can create a solution that’s as unique as your community. More than just service providers, we view ourselves as long-term partners, dedicated to fostering meaningful, lasting relationships with the communities we serve. Our goal is to build trust, collaboration, and open communication, ensuring your community thrives under our management.

Step One: Inquiry Phone Call

Our process begins with an introductory phone call, typically lasting 15-20 minutes, with a board member or a representative from the HOA. During this initial conversation, Justin Mackey, our New Client Manager, will take the time to begin understanding your property. We’ll discuss the number of units, the location, and any general concerns the Association might have, including the reasons for considering a new management company. This is also an opportunity for you to learn more about 3.0, ask any questions you may have, and get a sense of whether our approach and values align with your needs. If everyone feels there’s potential for a successful partnership, we’ll move forward to the next stage in the process.

Step Two: Follow Up Meeting

The next step involves a more formal meeting where we take the time to dive deeper into the specifics. Justin Mackey, along with Chris Marion, will join you for a Zoom call to address any detailed questions or concerns the board may have about 3.0’s services. This is an important chance for us to further explore your community’s goals and challenges and discuss how 3.0 can contribute to the future success of the Association. Additionally, we will engage in direct conversations, asking questions that ensure we fully understand your needs. At 3.0, we place a strong emphasis on strategic planning and long-term vision for the communities we serve. We want to work with you to develop a roadmap for the future, one that continuously improves the property and aligns with the evolving needs of the community. Once everyone feels comfortable with our approach, we’ll schedule a property walkthrough to take the next step.

Step Three: Property Walkthrough with New Client Manager

This stage is crucial to ensure that we have a thorough understanding of the facility and property that we will be managing. Justin Mackey will visit your property to conduct a detailed walkthrough, ideally accompanied by board members who are available to participate. This hands-on experience allows us to gather vital information by walking the property and capturing photos. We firmly believe that we cannot accurately provide a proposal unless we’ve been on-site and fully grasp the unique aspects of the property. This walkthrough also provides us with the opportunity to engage with residents, listen to their day-to-day concerns, and better understand the pulse of the community. By being present and immersed in the property’s environment, we can create a more effective management plan tailored specifically to the community.

Step Four: Proposal Delivery and Presentation

The final step is the delivery and presentation of the proposal. In this meeting, the 3.0 team will present the proposed management plan, walking through each detail with transparency and clarity. We want to ensure that every aspect of the proposal is fully understood and that the board feels confident in the path forward. This is also a time for the board of directors to ask any clarifying questions, provide feedback, and make sure that the proposed plan aligns with their expectations. Communication is key to a successful partnership, and this final step ensures that everyone is on the same page before moving forward with the partnership.