The BoardAppeal™ Audit

Get More Boards to Say Yes.

Uncover what’s stalling your proposals—and fix it fast.

Our BoardAppeal™ Audit identifies the gaps in your process, presentation, and positioning that could potentially be keeping you from closing more HOA accounts.

Download Example Audit

Is your HOA management company Struggling to Win Over More HOA Boards?

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.

The BoardAppeal Audit Comes With:

Digital Presence Audit

We assess how your website, branding, and online reputation stack up in the eyes of HOA boards—before you ever make contact.

Proposal Audit

A breakdown of your current proposals to see what’s building trust, what’s confusing boards, and what’s quietly costing you approvals.

Messaging + Positioning Review

We evaluate how clearly and confidently your company communicates its value—and whether boards see you as a vendor or a partner.

Shortlistability Score™

A proprietary score that measures how likely you are to make it to the board’s final shortlist based on your current materials and presence.

Quick Wins & Long-Term Opportunities Report

You’ll get prioritized, actionable insights: what you can fix today for better results—and what to invest in for long-term growth.

What’s Inside the Audit?

Why Being Board-Ready Matters More Than Ever When HOA Boards Choose a Management Company

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June 2, 2025

Get started with the BoardAppeal™ Audit Now.

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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

We’ve studied what makes HOA boards lean in—or tune out. This audit doesn’t just analyze your materials. It helps you speak the board’s language, highlight your strengths, and eliminate silent deal-killers.

How it Works.

Schedule a 30-minute call.

Complete our quick and simple detailed intake form.

Get a detailed report with insights & next steps.

FAQs

What makes this different from just improving our proposal template?

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.

We already win some boards—why would we need this?

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.

Do you actually tell us what to change, or just point out problems?

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.

Let’s Unlock Your Board Appeal

You only get one shot to impress the board. Let’s make it count.

Schedule 30 Minute Call