New Resident Digital Welcome Packet
A done-for-you property management automation built for the Resident Services Manager, connecting Mailchimp so the work below happens on its own.
What this automation does, step by step
As soon as a lease is signed, the new resident automatically receives a digital welcome packet covering move-in logistics, community rules, and key contact information, so a resident services manager doesn't have to personally walk every new signee through the same set of basics on move-in day.
The packet includes direct links to set up the resident portal, register a vehicle, and submit a maintenance request, reducing the wave of basic "how do I" questions that otherwise floods the front office during the first week of every new tenancy.
- Property management platform (e.g., AppFolio or Buildium)
- Zapier or Make.com
- Mailchimp or email
Using different software? We build around what you already have, so you never have to switch tools to automate.
The manual way vs. the automated way
Without automation
Done by hand, this depends entirely on a resident services manager remembering to check in, update records, and follow up, with no safety net if something slips.
With this automation
- Intake forms that sync straight into your CRM or practice software
- Document collection with automatic reminders
- Welcome sequences that set expectations from day one
- Kickoff and first appointments scheduled without back-and-forth
Often built alongside this one
Resident Portal Activation Reminder
New residents who haven't yet activated their online resident portal account automatically receive setup reminders with a direct activation link…
Post-Service Tenant Satisfaction Survey & Escalation
After a maintenance ticket is closed, the tenant automatically receives a short satisfaction survey asking how the repair went, and any low score is…
Satisfaction Trend Dashboard Alert
The automation tracks satisfaction survey results over time at the property level and automatically alerts the resident services manager the moment…
First-Time Buyer Welcome Series
The moment a customer completes their very first order in Shopify or WooCommerce, this automation enrolls them in a dedicated welcome series through…
New Patient Welcome & Orientation Sequence
Booking a first appointment automatically enrolls the new patient in a multi-touch welcome series managed by the patient engagement specialist: an…
Move-In Coordination & New Resident Welcome System
Once a lease is signed, this automation sends the new resident a move-in checklist, utility setup instructions, parking and key pickup details, and…