Overview  ·  ← Project plan

Pet gift program

The pet data is real now: it comes off the lease file, pet's name and all. We still don't get pets' birthdays, so the renewal window stays the trigger. A small, unexpected good-will touch right before the renewal conversation.
Trigger
~90 days before each lease renewal, so the gift lands before the ~60-day renewal offer
Gift
$25 Chewy gift card + a handwritten note card (right)
Data
Live from getLeases: 34 pet records across 30 of the 52 leases, each with name, type, breed, color, gender, age, weight and move-in date. Capture the whole record, not just the name.
Excluded
Service and assistance animals are not pets and never enter this program. Any record flagged isAssistanceAnimal is dropped, along with every other pet-themed touch, because singling out a resident's assistance animal singles them out on a disability. A missing or unreadable flag excludes the record. Same rule for anything added through the Welcome Profile.
Card copy
Handwrytten writes it. The full record is what makes it specific ("we hope Bella is loving the new dog park") instead of generic ("your dog").
Gaps
The lease file carries no vet and no treat preference. The Welcome Profile in the new-tenant packet picks those up.
Trigger by
AI orchestration daily pass flags the timing
Sent by
PM places / mails it; NPI funds + approves
Why
Goodwill before renewal; pet owners are stickier; cheap, story-worthy, on-brand
A little something for [pet name]

Thanks for making Foothold home. We hope [pet name] is settling in as well as you are. Here's a treat, on us.

$25 Chewy gift card enclosed
The Foothold team
A Neely Family Property.

PM note. The card is personalized off the pet record on the lease, so the name and the breed are real, not a merge field guess. The Welcome Profile fills in what the PMS doesn't carry. Service and assistance animals are excluded, so this card never goes to one, and the card is written for one named pet rather than "every animal in the building." No emoji per brand; the paw mark is a simple line illustration.