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Welcome back, John. Your AI team manages leasing, marketing, and administration — you stay in the loop, they do the work.
Agent Org ChartRun twice daily — morning and afternoon. Keep listings accurate, photos correct, and data in sync.
AI-powered SMS leasing pipeline. Handles pre-qualification, showing scheduling, and follow-ups across all inbound channels.
| Document | Location | Notes |
|---|---|---|
| BRD — Business Requirements | 📄 Open Doc ↗ | Full project BRD |
| Leasing Agent Steps (2-pager) | 📄 See BRD ↗ | 10 stages + process flow — inside the BRD above |
| Signups One Pager | 📁 Open File ↗ | All accounts John needs to sign up for |
| John Action Items | Link pending | Simplified action list |
| Sheet | Link | Notes |
|---|---|---|
| Leasing Agent Settings | 📊 Open Sheet ↗ | Agent name, income thresholds, all SMS scripts |
| Pet Property Overrides | 📊 Open Sheet ↗ | Pet policy, occupant limits, overrides |
| Change Log | 📊 Open Sheet ↗ | Auto-logs every setting change |
| Resource | Link | Notes |
|---|---|---|
| AppFolio Listings | 🏘️ View Listings ↗ | All 6 active listings — tenants apply here |
| AppFolio Login | 🔑 Login ↗ | John's property management portal |
| Tool | Link | Status | Notes |
|---|---|---|---|
| Vercel — Hosting | 🚀 Dashboard ↗ | Live | Auto-deploys on every GitHub push |
| GitHub — Website | 💻 gilchrist-website ↗ | Live | Source for gilchristpropertymanagement.vercel.app |
| GitHub — Leasing Agent | 💻 gilchrist-leasing-agent ↗ | Live | Source for the SMS leasing agent (Megan) |
| ManyChat — Facebook Bot | 📘 manychat.com ↗ | Week 4 | John must add brockfoster21@gmail.com as Facebook Editor first |
| Google Analytics | 📊 analytics.google.com ↗ | Launch Jul 4 | Tracks website traffic and conversions |
| Google Search Console | 🔍 search.google.com ↗ | Launch Jul 4 | Submits site to Google for indexing |
| Vapi.ai — Voice Agent | 🎙️ vapi.ai ↗ | Week 5–6 | AI answers John's phone 24/7 — ~$0.05/min |
| Asset | Link | Notes |
|---|---|---|
| All Logo Files | 📁 Google Drive ↗ | EPS and PNG versions — primary, white, dark |
| Main Company Website | 🌐 gilchristcompany.com ↗ | Brand colors and visual reference |
| Site | Link | Notes |
|---|---|---|
| LocationRentals.com | 🌐 Visit ↗ | Best-in-class property management site — design reference |
| TexasBMG.com | 🌐 Visit ↗ | Best-in-class property management site — design reference |
| Item | Status | What to do + Why it's needed |
|---|---|---|
| Domain name approval | Pending | Purchase gilchristpropertymanagement.com at namecheap.com — $10–20/yr. Gives the website a professional domain instead of the vercel.app URL. |
| Chatbot message approval | ✓ Complete | John approved all Megan SMS scripts — all 16 stages confirmed ✓ |
| AppFolio widget embed code | Pending | AppFolio → Settings > Website > Listings Widget → copy the iframe code and send to Brock. Embeds your live AppFolio listings directly on the website so tenants can browse and apply without leaving the page. |
| Facebook page Editor access | Pending | On your Gilchrist & Company Facebook page → Settings > Page Roles → add brockfoster21@gmail.com as Editor. Required for Brock to set up the Facebook lead chatbot (ManyChat) that routes Facebook inquiries into Megan's pipeline. |
| Twilio signup | Pending | Sign up at twilio.com (free, $15 trial credit included) → send Brock: Account SID, Auth Token, and phone number. Twilio is the phone service that powers all of Megan's SMS messages — without it, the leasing agent can't send or receive texts. |
| Calendly setup | Pending | Sign up at calendly.com (free plan) → set your available showing days and times → send Brock the link. Tenants use this link to self-schedule their own showings after Megan approves them — no back-and-forth needed. |
| AppFolio webhook setup | Pending | Step 1 (Brock): Generate the webhook URL once Twilio is live and send it to John. Step 2 (John): Go to AppFolio → Settings > API & Integrations > Webhooks → paste in the URL. This tells Megan instantly when a tenant submits an application so she can send the confirmation text — last step before she's fully live. |
| Lockbox codes | Pending | Text or email Brock the current lockbox code for each vacant property. He'll enter them into the system. Megan texts tenants their lockbox code automatically after they send a photo ID — she sends "XXXX" until the real codes are in the system. |