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Introducing

BoardMatch™

HOA Client Retention & Communication Tools

BoardRetain™ is your HOA client retention system—designed to reduce churn, improve board communication, and build loyalty that lasts. From onboarding to renewal, we help you strengthen relationships and keep associations long-term.

What Is BoardRetain™?

BoardRetain™ helps HOA management companies retain HOA clients by turning service delivery into a system. With built-in board communication tools, onboarding content, surveys, and staff training, your team becomes more proactive and more consistent—so boards stay informed, satisfied, and loyal. It’s not just about solving issues—it’s about preventing them. BoardRetain™ gives you the structure and strategies to reduce churn and build long-term trust with every community you manage.

BoardRetain™

Client Engagement Systems
Staff Enablement & Training
Churn Prevention & Retention Tools

Not sure if we're a fit for your needs?

Start with our BoardAppeal™ Audit

What You Get

Each component of BoardRetain™ is built to reduce churn, build trust, and strengthen board relationships from day one.
  • Proactive Board Communication Plan

    A structured, repeatable schedule of board updates, meeting prep, and service transparency touchpoints.

  • Branded Survey System

    Quarterly feedback surveys that track board sentiment and surface early warning signs.

  • Onboarding & Retention Content

    White-labeled welcome kits, check-in emails, milestone messages, and renewal reminders to show boards they’re valued.

  • Board Communication Playbooks

    Internal guides for your team on how to handle updates, complaints, expectations, and key moments with clarity and confidence.

  • Staff Micro-Training Series

    Monthly mini-courses that reinforce board-first service habits and keep your team aligned on tone, clarity, and delivery.

  • Client Portal Enhancements

    Review and upgrade your portal experience so boards can self-serve, stay informed, and reduce support tickets.

  • Retention & Referral Tools

    Campaigns, templates, and check-ins that drive renewals—and turn satisfied boards into active promoters.

How the System Works:

1. Map the Moments That Matter

We map out key retention moments across the HOA lifecycle—from onboarding and financial updates to annual renewals. Then we layer in communication tools, survey checkpoints, and email templates that make proactive engagement easy and repeatable.

2. Train Your Team & Launch Tools

You’ll get branded surveys, playbooks, email content, and monthly micro-trainings—plus onboarding and portal enhancements that start showing value immediately.

3. Monitor Retention, Improve Service

We help you track satisfaction trends, flag at-risk accounts, and refine communication workflows over time—so issues never become reasons to leave.

Why BoardRetain™ Works

Most HOA client churn isn’t caused by one major issue—it’s caused by small communication gaps and missed expectations. BoardRetain™ addresses those pain points head-on with proven HOA management retention strategies. It gives your team the tools to stay ahead of problems, build confidence with boards, and reinforce the value of your service—so clients stay longer and refer more.
  • Proactively reduces complaints and surprises
  • Reinforces trust through consistent, visible touchpoints
  • Empowers your staff with tools, training, and standards
  • Creates systems that scale—so quality doesn’t drop as you grow
  • Turns satisfied clients into referral sources and renewal wins

What Some of Our HOA Companies Are Saying

Our board feedback improved, support requests dropped, and we renewed more associations than ever—without adding pressure to our team.
Employee upskilling to get a promotion

Tabitha K.

Business Developer

Common Questions

What makes this different from just offering good service?

BoardRetain™ turns “good intentions” into repeatable systems. It ensures your service is consistent, visible, and proactive—so boards stay loyal longer.

Is this only for accounts that are at risk?

No. It’s designed for all accounts—new and long-term. The goal is to reduce turnover across the board by improving communication and experience before problems arise.

Do we need a big team to implement this?
Yes. In fact, BoardMatch™ is perfect for firms relying on referrals—it helps ensure that when a board compares you to others, your proposal is sharper, your value is clearer, and your follow-up is stronger.
Do we have to change our entire proposal format?Can this help us get more referrals too?
Not necessarily. We’ll work with what you already have and improve it where it matters most—framing, messaging, structure, and supporting content. We don’t reinvent; we refine.
What if we already send updates and newsletters?
That’s a good start—but BoardRetain™ structures your communications around key trust-building moments, not just routine updates. It turns activity into impact.
How does BoardRetain™ help retain HOA clients?
By combining structured communication plans, branded surveys, and proactive service tools, BoardRetain™ strengthens board relationships and reduces HOA client churn. It helps your team show up consistently—so boards stay loyal and satisfied.
Ready to Keep More of the Associations You Win?
BoardRetain™ makes great service easier to deliver—and harder for boards to walk away from. Let’s protect your portfolio and build your reputation.
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