Introducing
BoardMatch™
Your Conversion System for Winning HOA Proposals
Visibility means nothing if you can’t close. BoardMatch™ helps you turn interest into signed contracts by refining your messaging, proposals, and follow-up strategy—so HOA boards feel you’re the right fit from the first click.
What Is BoardMatch™
BoardMatch™ is a system designed to help HOA management companies convert more of the leads they’re already generating. Whether it’s a board referral, website inquiry, or warm RFP, BoardMatch™ makes sure your firm shows up with clarity, authority, and follow-through—at every stage of the decision process.
We help you fine-tune your messaging, sharpen your proposals, and align your sales experience with what HOA boards actually care about: trust, communication, and confidence. From the first touchpoint to signed agreement, BoardMatch™ increases your win rate and ensures you’re never just “one of three bids.”
BoardMatch™
Not sure if we're a fit for your needs?
What You Get
Each element of BoardMatch™ is built to reduce friction, build trust, and convert high-value HOA leads into long-term clients.
- Refined UVP & Sales Messaging Framework
Language built around board pain points—used in proposals, emails, landing pages, and team scripts.
- Shortlistability Score™ + Proposal Audit
A proprietary scoring system that reveals friction in your materials and shows exactly how to improve.
- Interactive Proposal Templates
Conversion-focused templates that communicate value fast and clearly, backed by real results and differentiation.
- Sales Follow-Up Sequences
Email and call cadences tailored to the board decision cycle to keep your firm top of mind without feeling pushy.
- Content for Warm Leads
On-demand case studies, landing pages, and email-ready resources that prove your value when boards are actively deciding.
- Lead Tracking & CRM Guidance
Help setting up and refining your sales process with tools to manage, tag, and prioritize incoming board leads.
- Monthly Strategy Reviews
Insights and feedback on real sales conversations and proposals to continually sharpen performance.
1. Clarify Your Message
We refine your positioning and sales language around what boards actually care about—liability, communication, and value.
2. Upgrade Your Proposals & Process
You’ll receive a branded proposal system housed in a customized portal for your company, complete with templates, case studies, and follow-up tools that are easy to access and use across your team.
3. Track, Learn, Win More
We install lead tracking, review your close process monthly, and adjust based on real conversations to help you close more deals.
Why BoardReach™ Works
- Built specifically for HOA sales cycles
- Addresses board pain points directly (not just features)
- Makes your firm easier to understand and trust
- Reduces drop-off during the follow-up phase
- Helps your team speak with clarity and confidence
What Some of Our HOA Companies Are Saying
