PMAssist Consulting Agreement

This form is used to sign up for PMAssist's consulting services to help with implementation of revenue maximizing systems and processes, and/or implementation of checklists and automation in your property management business. If you are only looking for PMAssist's Fee Maxing training course, then you can find that here.

PMAssist does not have a rigid structure for our services. You may choose to implement all of what we recommend, or you may choose to implement only a small portion. We offer three different pricing tiers:

Full Implementation
- All recommended processes & automations, from major processes to more minor ones
Just the Basics
- The basic processes & automations that are essential for any property management company
Custom
- Pick and choose what you want and pay only an hourly rate

The details of what's included with each package is included below, and the form to sign up is below that.

Full Process & Automation Solution

The following is everything included in our implementation for the full package, in the order that we roll it out:

Owner Onboarding
Property Onboarding
Rent-Ready/Property Turn
Lock Change
List Property
Application Screening
Move-In
Late Rent
Lease Violation
Eviction
Work Orders
Periodic Inspection
Lease Renewal
Notice to Vacate
Month-to-Month Lease Extension
Move-Out
Security Deposit Dispute
Former Tenant Collections
Management Termination
Owner Payments
Owner Statements
Invoice Processing
Repair Charge Dispute
Holiday Gift Program
Squatter
Utility Billing
Special Inspection/Visit Request
Hiring
Employee Onboarding
Quarterly Meetings
Birthdays & Anniversaries
Company Travel Requests
Employee Time Off Requests
Expense Reimbursements
Discipline
Employee Offboarding

Cost: $6,000/mo for 6 months during the implementation period; no ongoing cost after completed

Just the Basics

For those only looking for the property management necessities, the following package might be more your speed:

Owner Onboarding
Property Onboarding
Rent-Ready/Property Turn
List Property
Application Screening
Move-In
Late Rent
Eviction
Work Orders
Lease Renewal
Move-Out
Management Termination
Owner Payments
Owner Statements
Invoice Processing

Cost: $4,000/mo for 5 months during implementation period; no ongoing cost after completed

Custom Packages

For those just looking for one-off process development, picking and choosing only certain processes, or just consulting on processes and automation, we also offer that service at an hourly rate of $250/hr.

Select Your Package*

Full Process & Automation ImplementationJust the BasicsCustom Package

How would you like to pay?*

Standard monthly payments described abovePay the total price up front for a 6% discount

My Name*

First NameLast Name

My Email*

example@example.com

My Company Name*

My Job Title*

Mailing Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

I understand and agree that I am required to complete PMAssist's Fee Maxing Value Bundle Course at a price of $995 prior to beginning consulting services with PMAssist; this helps to ensure that I have a solid understanding of the fees and programs that PMAssist recommends prior to beginning in-depth consulting and changes to our processes and procedures; I understand that this course takes approximately 9 hours to complete (if I have already completed this course, then I am not required to take it again):*

I understand and agree

I understand and agree that it is my sole responsibility to consult with a competent landlord/tenant attorney for my jurisdiction(s) prior to implementing any new fees, programs, or services from PMAssist, and I agree to hold harmless and indemnify PMAssist and its officers, owners, members, employees, contractors, successors, and assigns from any liability related to anything recommended or implemented by PMAssist:*

I understand and agree

I understand and agree that if I do not already have a LeadSimple Operations account, I will be required to open such an account prior to PMAssist beginning any work on my systems, processes, or automations; if setting up a new account, I agree to let LeadSimple know that I was referred by PMAssist:*

I understand and agree

I understand and agree that I am required to designate a single point of contact at my company who has decision-making authority over fees, processes, checklists, automations, and policies; this ensures that PMAssist is able to implement without any delays or multiple layers of red tape:*

I understand and agree

Enter the name of your single point of contact:*

First NameLast Name

Single Point of Contact Email Address*

example@example.com

Single Point of Contact Phone*

Please enter a valid phone number.

PMAssist agrees that my company's data belongs to my company, and PMAssist will not disclose the data to any third parties or individuals outside of PMAssist*

I understand

I understand and agree that PMAssist will need admin-level access to all of my major software platforms in order to setup the systems, processes, and automations that I request, and I agree to timely create accounts/users for PMAssist for this purpose; I may immediately delete these accounts/users after PMAssist's work is completed so that PMAssist does not have ongoing access*

I understand and agree

I understand and agree that payment is due up front before PMAssist can begin working on any process; if signing up for a package, the first monthly payment must be paid before work can begin; if signing up for custom consulting, half of the estimated amount will be due before beginning, and the other half upon completion*

I understand and agree

I understand and agree that PMAssist will need to interview me and possibly members of my staff prior to beginning work in order to fully understand any customizations that will be needed for my operation, and I agree to make myself and staff available for that before PMAssist can begin any work*

I understand and agree

I understand and agree that depending upon which processes I choose to implement, I may need to purchase additional software such as JotForm, Parseur, Zapier, etc. in order to make these processes and automations work:*

I understand and agree

I understand and agree that the standard pricing listed above is based on PMAssist's standard processes and only minor modifications for my operation; I understand that it does not include extensive modifications or customizations, and if I choose to request them, I will have to pay for those on top of the standard process prices; PMAssist agrees to quote all pricing up-front for any customizations prior to beginning work and charging:*

I understand and agree

I understand and agree that if I request additional consulting services outside of those listed here, they will be billed at a rate of $200/hr plus any applicable travel expenses*

I understand and agree

I understand and agree that PMAssist's processes, "Zap" automations, training videos, and other provided materials are proprietary PMAssist intellectual property, and that by purchasing services from PMAssist, I am only receiving a license to use these for the above listed company, and may not share them outside of that company; I agree that I may not use any templates or materials provided by PMAssist without paying for them according to the above terms*

I understand and agree

Signature*

PMAssist Consulting Agreement

Required Items