# LeaseOps Portal client launch plan

A buyer-facing launch plan for taking Property Management Pipeline Portal from demo approval to a branded property management onboarding software pilot, with order terms, domain setup, data intake, SEO/AEO distribution, acceptance evidence, and support handoff in one packet.

Buyer default: Harborstone Property Group
Sponsor role: Client sponsor
Target launch window: Weeks 6-10; 10 days data prep, 20 days portal hardening, 15 days active onboarding pilot.
Configured domain: property-management.ideas-realized.com
Sales preview URL: https://property-management.ideas-realized.com
Canonical page: /demo-library/property-management
Industry page: /industries/property-management-onboarding-software
JSON manifest: /demo-library/property-management/client-launch-plan.json

## Commercial Order Default

Owner packet pilot: $24k-$45k setup and $1.2k-$4k/month recurring. 40 percent due at signature for packet policy review and tenant setup.

## Launch Steps

- [queued] Approve commercial order packet (Client sponsor, Commercial): Required document matrix, owner message tone, and escalation owner approved. Recommended tier: Owner packet pilot.
- [needs client] Confirm brand, domain, and tenant defaults (Client DNS owner, Brand and domain): Use property-management.ideas-realized.com for production after Use owners.clientdomain.com or onboarding.clientdomain.com for the live portal, with property-management.ideas-realized.com retained as the sales preview..
- [needs client] Send source data and approve import sample (Onboarding coordinator, Data import): Import a small cohort of new-owner records, reconcile property identifiers with the PMS, then invite internal managers before owner-facing portal access. First template: property-management-owner-property-intake.csv.
- [template] Publish SEO/AEO launch links (Growth lead, SEO/AEO): Launch the owner-onboarding pillar, then add rent-ready and accounting-handoff pages before outbound to property managers. Primary intent: property management owner onboarding software.
- [blocked] Run acceptance gates and release checks (Portfolio manager, Acceptance): Pipeline stage, launch checklist, and owner queue reflect the same property.
- [ready] Activate support and monitoring handoff (Launch support thread, Support): Launch support thread: Business days during pilot. Renewal signal: Owner onboarding lead: 4 qualified property manager inquiries per quarter.

## Go-Live Evidence

- Move a property from intake to rent-ready (complete): Pipeline stage, launch checklist, and owner queue reflect the same property.
- Route an owner document exception (in progress): Exception queue exists; document type mapping needs final labels.
- Export owner onboarding launch spec (complete): Spec includes roles, document objects, integrations, and launch assets.
- Confirm owner invite wording (queued): Client sponsor; Brand owner-facing request and reminder copy before invitations.
- Map document types (in progress): Operations lead; Separate lease, insurance, HOA, inspection, and rent-ready artifacts.
- Select first portfolio (complete): Portfolio manager; Pilot with one manager and a 40-70 door subset.
- Demo app availability: Homepage and app route return 200 from production domain after DNS cutover.
- Properties moved from owner packet started to rent-ready without unresolved accounting blockers: Pilot usage is visible in the buyer dashboard within the first review cycle.

## SEO/AEO Distribution

- Canonical demo page: /demo-library/property-management
- Industry pillar: Property management onboarding software at /industries/property-management-onboarding-software
- Primary intent: property management owner onboarding software
- What should owner onboarding software track for property managers? CTA: Review the owner packet and rent-ready demo workflow.
- How can a property manager reduce rent-ready launch delays? CTA: Open the rent-ready tracker section in the demo.
- Can owner documents be prepared before accounting software integration? CTA: Use the data import plan as the implementation proof.
- Owner onboarding software for property management companies: /industries/property-management-owner-onboarding-software
- Rent-ready checklist software for small property management teams: /resources/rent-ready-checklist-software

## Handoff Assets

- Client proposal markdown: /demo-library/property-management/client-proposal - A client-ready proposal for turning the Property Management Pipeline Portal demo into a scoped, rebrandable property management onboarding software pilot with clear launch owners, commercial terms, acceptance criteria, and follow-on SEO/AEO expansion.
- Client launch plan JSON: /demo-library/property-management/client-launch-plan.json - Machine-readable go-live manifest with launch steps, assets, SEO/AEO routes, and implementation pointers.
- Deal desk package JSON: /demo-library/property-management/deal-desk.json - Machine-readable commercial order form with line items, add-ons, payment milestones, approval gates, and redlines.
- Deal desk package markdown: /demo-library/property-management/deal-desk - Buyer-ready order packet for pricing, scope boundaries, approval evidence, and commercial handoff.
- Statement of work package JSON: /demo-library/property-management/statement-of-work.json - Machine-readable SOW with scope modules, milestones, acceptance criteria, responsibilities, service levels, exclusions, and signature blocks.
- Statement of work package markdown: /demo-library/property-management/statement-of-work - Buyer-signable SOW packet for final scope review, support terms, data responsibilities, and change controls.
- Rebrand license package JSON: /demo-library/property-management/rebrand-license.json - Machine-readable reusable-license manifest with rights, repeatable assets, clone markets, SEO/AEO routes, boundaries, and approval requirements.
- Rebrand license package markdown: /demo-library/property-management/rebrand-license - Partner-ready package defining what can be repeatedly sold, rebranded, SEO-cloned, and handed to implementation.
- Buyer launch room: /demo-library/property-management/launch-room - Single buyer review room for app proof, launch readiness, handoff assets, and acceptance gates.
- Deployment launch plan JSON: /demo-library/property-management/deployment-launch.json - Machine-readable domain, DNS, environment variable, release gate, monitoring, rollback, and SEO launch plan.
- Deployment launch plan markdown: /demo-library/property-management/deployment-launch - A production handoff plan for taking Property Management Pipeline Portal from sales preview to a client-owned launch domain with Netlify hosting, environment gates, monitoring, rollback, and canonical SEO/AEO checks.
- Buildout roadmap markdown: /demo-library/property-management/buildout-roadmap - A property manager can see every incoming unit, missing owner document, rent-ready task, and accounting handoff status from one operational workspace. Run discovery with one portfolio manager and convert packet policy, owner reminders, and accounting handoff into a narrowly signed pilot.
- White-label rebrand kit JSON: /demo-library/property-management/white-label-kit.json - Machine-readable tenant identity, naming pattern, variants, terminology swaps, launch copy, and rebrand checklist.
- White-label rebrand kit markdown: /demo-library/property-management/white-label-kit - Buyer-facing rebrand terms, tenant defaults, copy blocks, brand assets, and launch naming.
- Implementation JSON: /demo-library/property-management/implementation.json - Machine-readable route, setup, security, and tenant configuration.
- OpenAPI implementation spec: /demo-library/property-management/openapi.json - Machine-readable tenant API, schema, dry-import, workflow action, and event manifest.
- Sample data package JSON: /demo-library/property-management/sample-data-package.json - Machine-readable CSV template, seed row, validation, and dry-import manifest.
- Sample data package markdown: /demo-library/property-management/sample-data-package - Buyer-ready data collection packet with CSV templates, sample rows, and validation gates.
- Production data contract JSON: /demo-library/property-management/data-contract.json - Machine-readable production entity, source, event, route, and tenant-boundary contract.
- Production data contract markdown: /demo-library/property-management/data-contract - Implementation-facing entity, source, event, route, and tenant-boundary contract.
- Tenant clone package JSON: /demo-library/property-management/tenant-clone-package.json - Machine-readable rebrand-and-launch package for turning the demo into a buyer tenant.
- Tenant clone package markdown: /demo-library/property-management/tenant-clone-package - Rebrand lanes, clone targets, production domain, and reusable launch moves.
- Tenant cutover plan JSON: /demo-library/property-management/tenant-cutover-plan.json - Machine-readable cutover manifest with phases, acceptance gates, rollback controls, SEO/AEO publication, and handoff routes.
- Tenant cutover plan markdown: /demo-library/property-management/tenant-cutover-plan - Buyer and implementation cutover packet for commercial signoff, tenant identity, data dry-run, access, go-live, rollback, and SEO/AEO launch.
- Tenant seed package JSON: /demo-library/property-management/tenant-seed-package.json - Machine-readable tenant users, roles, data sources, integrations, feature flags, automations, notifications, and launch assets.
- Tenant seed package markdown: /demo-library/property-management/tenant-seed-package - Implementation-facing seed artifact for standing up the first branded buyer workspace.
- Owner and property intake: /demo-library/property-management/import-templates/owner-property-intake - property-management-owner-property-intake.csv: Creates property onboarding records, owner contacts, stage status, and rent-ready ownership.
- Document checklist import: /demo-library/property-management/import-templates/document-checklist - property-management-document-checklist.csv: Defines required owner packet documents, due dates, and review owners by property.

## Buyer Kickoff Fields

- Buyer name: Harborstone Property Group
- Sponsor role: Client sponsor
- Target launch window: Weeks 6-10; 10 days data prep, 20 days portal hardening, 15 days active onboarding pilot.
- Configured domain: property-management.ideas-realized.com
- Preview URL: https://property-management.ideas-realized.com

## Support Handoff

- A buyer-ready support model for launching Property Management Pipeline Portal with triaged tickets, service levels, training artifacts, success milestones, and renewal proof tied to the first pilot cohort.
- Kickoff (Days 1-7): Client sponsor; Import file and required document matrix approved. Review 1 client-owned integration decisions before production cutover.
- Configuration (Days 8-25): Implementation lead; Admin can move a property from intake to rent-ready review. Confirm 2 notification templates before enabling outbound automation.
- Pilot (Days 26-45): Portfolio manager; Accounting handoff sample and launch readiness report are accepted. Export implementation spec after 3 acceptance checks are reviewed.
- Pilot support scope: $1.2k-$4k/month recurring for hosting, support, and workflow tuning.
- Owner packet import template
- Rent-ready checklist

## Acceptance Summary

82/100 buildout readiness. Next milestone: Pilot one owner packet flow from intake to approval. 2 blocker(s) remain.
