Pipeline
Prospects
Qualified associations promoted by a partner. Anything the research has not established stays blank or reads Unknown — nothing is invented.
| Association | Community | City | State | County | ZIP | Type | Units | Website | Current manager | Self-managed | Board president | Board members | Contract renewal | Annual meeting | Opportunity signals | Research confidence | Lead score / grade | CRM stage | Assigned partner | Last contact | Next follow-up | Notes | Sources |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
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Lead grading
Prospects receive an A through D grade with a 1-100 score. Until the research record holds enough evidence, the grade reads Not Yet Scored rather than a guess.
- Number of homes / units
- Self-managed association
- Dissatisfaction with current manager
- Management transition
- Board turnover
- Upcoming contract renewal
- Recent complaints
- Vendor problems
- Financial or assessment issues
- Rapid community growth
- Management company changes
- Direct board contact information
- Geographic fit
Shared partner workflow
Every prospect carries an assigned partner, CRM stage, next action, follow-up date, and internal notes so all three partners work from the same record. Access is invitation-only — there is no public signup.
Not StartedResearchingFirst ContactConversationProposalBoard PresentationWonLost