FOOTHOLDOPERATING PLAN
A Neely Family Property · v2 June 2026

How we keep the promise to residents

The targets we're hitting, the order we build in, who does what, and the resident-facing materials. NPI builds and runs the systems; the property manager runs the day-to-day.

Feedback on anything here? owner@footholdboise.com goes straight to Brent.

The targets

KPIs we're driving

Industry standard vs. our goal. These are the numbers the whole system exists to move.

Sales & acquisition · Foothold owns

KPIIndustry standardOur goal
Speed-to-lead (first response)Hours (same / next business day)Under 5 minutes, 24/7/365: answer questions, send the apply link, book tours
Applications-to-tours ration/a (most track lead→lease ~5–10%)≥1.0 by mo 6 → 5:1 (a high ratio = pent-up demand)
Lead volumeOptimized for conversion %Intentionally maximized for brand awareness + referrals
Online rating (Google / ILS)~3.6–3.8 ★4.5 ★ and climbing (lifts ILS rank + CTR, the funnel lever)
Days-on-market / vacancy daysmarketMinimize (the pre-leasing turn engine)
Cost per lease, by sourcen/aThe allocation metric, where the spend goes

Operations & resident · Liberty runs it, we watch the aggregate

KPIIndustry standardOur goal
Renewal / retention~55% (long-term avg 49%)70%
Quarterly satisfaction pulse (the red flag)n/aAll-resident survey, 2 questions (a score + "anything to fix?"), drawing for response. This is our data-driven signal on management quality.
Review velocityn/aSteady new reviews/mo, the continuous pulse
Maintenance: first on-site visit24–48 hrs (non-emergency)Phase 2. Liberty isn't committing to a 24hr on-site SLA yet, so we're not pushing it now
Occupancy~95%96%+

The outcome

KPIIndustry standardOur goal
Brand-rent premium / NOI liftn/a (supply-side value-add only)+6% (target 5–8%, the demand-side lift)

Dropped resident NPS, the quarterly satisfaction pulse replaces it as the management red flag. Maintenance SLA is parked at phase 2 pending Liberty's commitment.

The build plan

What we build, in order

First to last, with current status. NPI builds every system below; the PM executes against it.

  1. Website + waitlist → GHL

    footholdboise.com captures leads straight into the CRM with source tags.

    LiveNPI
  2. GHL delivery + nurture workflows

    Auto-send the guide / Best of Boise / SMS (on consent); ongoing nurture off lead tags.

    BuildingNPI
  3. AI speed-to-lead agent (the ownership channel)

    Instant first-touch 24/7 across form / chatbot / email / SMS: answer questions, send the application link, book the tour, then hand to LAG. Voice forwards to LAG. Full flow + edge cases in the lead & comms spec.

    NextNPI builds · PM tours
  4. ILS listings + AI scorecard

    NPI's AI grades each Apartments.com / Zillow listing and hands the PM a scorecard. PM keeps the listings current. See the property data & media we need captured.

    NextNPI scores · PM maintains
  5. Reviews engine

    Cultivate reviews via the service-call card; Google reviews feed (Places API); AI drafts responses for owner approval. Feedback is captured privately first, no review gating.

    BuildingNPI builds · PM cultivates
  6. Retargeting + paid amplification

    Meta + Google pixels on the site build custom audiences (visitors, guide downloaders, waitlist-not-yet-toured). Retarget them + lookalikes. GHL syncs the audiences.

    PlannedNPI (strategy + spend)
  7. Resident-experience rollout

    The materials go live on-site: new-tenant packet, service-call card, referral flyer, pet gift.

    NextNPI designs · PM runs
  8. PMS integration

    Live availability + pricing to the site; leads / guest cards back, via Entrata for Aspen & Summerset (North River TBD). Needs an API user from Liberty. Availability is kept fresh in our own datastore + re-checked before the agent quotes, so it never states stale data.

    Pending APILiberty grants · NPI builds
  9. AI recognition engine

    Automated from resident data: pet gifts, birthdays, tenure milestones, life events, property updates. Cards + gift cards auto-mail via API (Handwrytten / Tremendous); every touch logged to Entrata. No new headcount, no PM placing.

    PlannedNPI runs
  10. Pre-leasing turn engine

    On notice-to-vacate, reads the vacate date + Liberty's turn SLA and markets the available date to the waitlist, priority to earliest move-in. The zero-vacancy play.

    PlannedNPI builds · Liberty sets turn SLA
  11. Community + merch

    Monthly/quarterly drawing for anyone who left feedback or bought merch. Foothold Boise hats & cups out in the wild = free brand awareness.

    IdeaNPI
  12. KPI dashboard + reporting

    Cost-per-lead and cost-per-lease by source, plus the targets above, in one view.

    PlannedNPI
Who does what

The split

NPI (Brent) builds and runs all AI / automation and sets the marketing strategy. The PM (Liberty) executes the day-to-day: maintenance, leasing, tours, rent, renewals, voice calls, keeping ILS listings current (against NPI's AI scorecard), posting to Facebook groups / Marketplace, and gathering resident + pet info. Recognition gifts auto-mail, nothing to place. The lead/comms split is in the lead & comms spec.
NPI (Brent) — builds & strategizesPM (Liberty) — executes day-to-day
Systems & AIBuilds + runs every automation: speed-to-lead agent, ILS scorecard, review engine, retargeting, recognition orchestration, reportingActs on what the systems produce (responds to scorecards, follows the playbooks)
MarketingOwns the strategy, website, content, guides, campaigns, retargeting spend, and the channel playbookExecutes the day-to-day: maintains ILS listings, posts to Facebook groups/Marketplace, local outreach per the playbook
OperationsSets policy, SLAs, budgets; reads every feedback reply (owner@footholdboise.com)Tours, maintenance, rent, renewals, applications, vendor coordination, runs the PMS
Resident experienceDesigns the materials + funds the perks; sets gift thresholds; recognition gifts auto-mail from ownershipHands out the packet/cards, gathers pet info, closes the loop on issues
The promises

Each promise → who delivers it

The product is: a responsive landlord who treats you like a person. Here's how each piece actually gets done.

PromiseAI / Automation (NPI)PM (executes)NPI (owns)
Answered in minutesFirst response under 5 min, 24/7, on inbound + work orders; routes the ticket to the PMFirst on-site visit: under 24 hrs (non-emergency), under 4 hrs (emergency). Fixed right the first timeSets the SLA, reads escalations
Pet-friendlyTracks each pet's renewal timing; auto-mails the pet gift before renewalGathers pet info at move-in (name, type, breed, vet, favorite treats)Funds the pet program
Fair, no surprisesFlags pricing / renewal inconsistenciesQuotes straight pricing, honest renewals, no junk feesSets pricing / renewal policy
You're heardCaptures every service-call card; surfaces issues same day; on an escalation, monitors the ticket + closes the loop personallyCloses the loop on the issueReads every reply (owner@footholdboise.com); responds within 2 business days. Owns make-it-right
Recognition (surprise)Automated: cards + gift cards auto-mail (Handwrytten / Tremendous), birthdays, tenure, life events, property updates; each logged to EntrataNothing to placeApproves spend, sets thresholds
Open dependencies

What unblocks full delivery

  • Entrata API access: Liberty (Aspen + Summerset) grants an API user; confirm scope and cost. North River PMS still TBD. Connection points.
  • GHL workflows — wire delivery + nurture + referral tracking off the website's lead tags.
  • AI speed-to-lead agent — live before scaling ad spend.
  • Retargeting pixels — Meta + Google tags on the site to build audiences.
  • Google Maps Platform key — to auto-pull Google reviews.
  • owner@footholdboise.com — live feedback address on every material.
  • Gift / perk + merch budget — so recognition, the pet gift, and the drawing can run.
  • Pet info capture at move-in — PM adds it to the move-in workflow.