# LeaseOps Portal search-to-pilot attribution map

Connect property management onboarding software traffic to live app proof, buyer evidence, pilot package interest, and launch details so the demo can be sold and improved from real intent data.

North star metric: Properties moved from owner packet started to rent-ready without unresolved accounting blockers
Instrumentation phase: Instrument landing CTA, owner packet review, document status changes, rent-ready task completion, export preflight, and implementation-spec download.
Canonical page: https://ideas-realized.com/demo-library/property-management
Live app: https://property-management.ideas-realized.com

## Attribution Stages

### 1. Industry search entry
Route: https://ideas-realized.com/industries/property-management-onboarding-software
Event: industry_page_viewed_property_management
Trigger: property management onboarding software visitor lands on the indexable industry page.
Owner: Growth lead
Destination: Search console, analytics landing report, and CRM first-touch source
Success signal: 4 qualified property manager inquiries per quarter
Proof asset: Property management onboarding software helps teams collect owner documents, track approval status, and move new properties into operations without relying on email threads.
Next action: Route engaged visitors into LeaseOps Portal instead of a generic contact form.

### 2. Live app launch
Route: https://property-management.ideas-realized.com
Event: demo_opened_property_management
Trigger: Prospect opens the property management app preview.
Owner: Growth lead
Destination: Analytics event stream and source attribution report
Success signal: Owner-onboarding pages produce a 7 percent app-preview click rate.
Proof asset: 15/15 clickable flows in the demo app.
Next action: Tag the session with demo slug, source page, buyer role, and selected workflow.

### 3. Workflow proof interaction
Route: https://ideas-realized.com/demo-apps/property-management
Event: owner_packet_reviewed
Trigger: User opens documents or owner packet detail in the app.
Owner: Product lead
Destination: Product analytics funnel
Success signal: Document workflow appears in at least 80 percent of sales-demo sessions.
Proof asset: Authenticated owner intake portal with property and entity details.; Document checklist with upload, review, reject, and approval states.; Internal pipeline board for onboarding stage, risk, value, and next action.
Next action: Use the touched workflow as the first follow-up proof point.

### 4. Proof and ROI review
Route: https://ideas-realized.com/roi-calculators/property-management-roi-calculator
Event: rent_ready_task_completed
Trigger: A launch task moves to complete or ready state.
Owner: Operations lead
Destination: Readiness dashboard and audit ledger
Success signal: Pilot operators can show rent-ready progress by property during onboarding.
Proof asset: /case-studies/property-management-pilot-case-study plus ROI calculator and production evidence export.
Next action: Attach ROI, case-study, and proof-pack links to the buyer follow-up.

### 5. Pilot package qualification
Route: https://ideas-realized.com/pilot-packages/property-management-pilot-package
Event: pilot_package_viewed_property_management
Trigger: Buyer opens Property management onboarding software pilot package after live app or ROI review.
Owner: Sales lead
Destination: CRM opportunity score and deal desk queue
Success signal: Buyer can assign one portfolio manager, approve packet requirements, and export property/owner data within the first week.
Proof asset: $24k-$45k setup, $1.2k-$4k/month recurring, 10 days data prep, 20 days portal hardening, 15 days active onboarding pilot..
Next action: Confirm One portfolio manager, one accounting lead, three to ten pilot properties, and owner-facing copy approval.

### 6. Launch details handoff
Route: https://ideas-realized.com/implementation-intake/property-management-implementation-intake
Event: accounting_export_preflight_run
Trigger: Accounting handoff or export preflight is viewed or downloaded.
Owner: Accounting lead
Destination: Buyer proof and launch-readiness dashboard
Success signal: Export blockers are visible before implementation scope approval.
Proof asset: The demo already has a realistic pipeline, document status layer, owner packet context, resident screening, move-in package desk, rent-ready launch checklist, message queue, approval workflow, and manual owner/PMS export package. A sellable version would add portal login, file uploads, e-sign, owner notifications, audit history, and live accounting export.
Next action: Collect required assets, source-data owner, approval gates, and production-domain decision.

## CRM Fields
- source_route
- demo_slug
- buyer_role
- workflow_touched
- proof_asset_opened
- pilot_package_viewed
- implementation_intake_started
- next_sales_action

## Dashboards
- Owner onboarding acquisition dashboard (Sales and marketing)
  - Landing visits by keyword
  - Demo opens
  - Spec downloads
  - Owner packet section views
- Portfolio launch dashboard (Portfolio manager)
  - Packets missing documents
  - Rent-ready blockers
  - Owner messages queued
  - Accounting preflight status

## Privacy Guardrails
- Owner documents: Document names and packet status can be tracked; actual owner files stay out of marketing analytics.
- Accounting values: Reserve and rent fields are measured as validation status until the buyer approves live accounting analytics.
- Owner communication: Message template usage is tracked without sending owner contact details to analytics tools.