Onboarding Toolkit for APMs - UPDATED DIGITAL

What is MAA ’ s Follow-up Policy?

Below is a quick guide describing MAA ’ s Follow-Up Policy! You can also find this in more detail by logging into AccessMAA and seaching for Funnel Follow-up and Task Automation Schedule.

Prospect – Toured Sta- tus

Immediate – 48 Hours

3 to 14 Days

14 - 60 Days

Funnel Automation

Immediate: Auto Email Personal- ized for Reschedule/Cancelled/No Show 12 Hours: Auto Email for Complet- ed Tour 48 Hours: Auto Email for Complet- ed Tour

Move in Date in 3 Days: Auto Email

Task- Phone Call

Immediate: Phone Call for Complet- ed Tour due in 24 hours

Day 3: Phone Call for Completed Tour

2 Phone Calls and 1 Email to Mark as “ Did Not Rent ” and select reason

Day 5: Phone Call for Completed Tour

Day 5: Phone Call if No Show/Cancelled Tour

Task- Email

Immediate: Optional Email for Com- pleted Tour and left VM due in 24 hours

Day 3: Optional Email for

Completed

Tour if left VM

Day 5: Optional Email for

Completed

Tour if left VM

Applicant Follow Up

Immediate – 48 Hours

Resident Follow Up

Immediate – Ongoing

Funnel Automation

Day 7: Auto Email/SMS – How is eve- rything going? 75 Days Prior to Lease End: Auto Email - look out for Renewal

Task- Phone Call

2 Hours: Phone Call

Task- Email

2 Hours: Optional Email if not reached by phone Appli- cation Approved, Send Wel- come Home Letter and Resi- dent Guide 48 Hours: Email

Task- Phone Call

Day 1: Phone Call-How was your move?

140 Days Prior to Lease End: Phone

Task- Email

Day 1: Optional Email if not reached by phone

5 Days Prior to Lease End: Move Out Instructions (if applicable)

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