Don’t Just Reach Boards. Get Selected.
If Boards Aren’t Saying Yes, You Should Know Why.
Even great management companies lose deals—not because they’re unqualified, but because the board doesn’t see it clearly. If your proposals aren’t getting approved, chances are the real problem isn’t your service—it’s the way it’s being presented, delivered, or perceived.
Geting Started with the BoardAppeal™ Audit.
High-level strengths and opportunities
First impressions, trust signals, and CTAs
Depth, detail, and discoverability of services
Storytelling and brand connection
Testimonials, case studies, and credibility cues
Depth, frequency, and authority building
Referral readiness and amplification
Technical SEO and performance review
Local SEO and industry backlink opportunities
Navigation, mobile responsiveness, and engagement
Certifications, educational content, and leadership signals
For companies ready to assess their entire growth engine. Everything in Lite, plus:
Strength of messaging, positioning, and compliance alignment
Gaps and opportunities in closing rates
Insights to shorten sales cycles and improve win ratios
Onboarding experience, ongoing touchpoints, and satisfaction drivers
Email cadence, portal efficiency, and transparency tools
Client surveys and proactive issue detection
Training and resources to deliver consistent, high-quality service
The No-obligation Lite BoardAppeal™ Audit
Perfect for You If:
- You know your close rate could be higher
- You’re not always sure why a board passed on your proposal
- You suspect presentation, tone, follow-up—might be costing you wins
- You want outside insight to help sharpen your approach without adding more to your plate
- You’re ready to tighten your process and win more business—with fewer unknowns
Built from Real Board Psychology
How it Works
FAQs
Great question—most teams assume tweaking a proposal is enough. The BoardAppeal Audit goes deeper by evaluating how your entire approach lands with HOA boards: your positioning, presentation flow, visual cues, and trust signals. Boards don’t just read proposals—they react to them. We help you shape that reaction in your favor.
The goal of the audit isn’t to say you’re doing it wrong. It’s to help you identify what’s working, what’s inconsistent, and what might be quietly holding you back. Even small improvements can turn a 60% win rate into 80%—and that can mean big revenue gains over the course of a year.
We give you both. You’ll get a clear, actionable breakdown: what’s effective, what’s costing you board trust, and exactly how to fix it—from visual layout to messaging tone to timing strategy. This isn’t a vague “review.” It’s a real plan to close more deals.