1
Narrative Sections
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One bullet per line, start each with "- "
2
Upload Excel Files
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Drop all files here — or click to select
Drop all 4 at once — plus last week's report PDF to bring your notes back. Files are detected automatically.
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Leasing Worksheet
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AppFolio Refresh
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Funnel Performance
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Hello Data
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Last Week's Report (PDF) optional
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3
Meeting Information
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Separate names with commas. Remembered on this computer for next week.
4
Prospect / Tour Details
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Pulls from the GG Activity tab once uploaded — or add/edit rows manually below.
| Prospect | Tour Date | Unit Type | Budget | Move-In Date | Unit Shown | Notes / Outcome | Source |
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5
Unit Notes
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One row per vacant unit, longest-vacant first. Notes carry over week to week —
only change what's changed. In the note, give the blocker, then the
readiness detail, then what was done this week.
A note goes stale after 14 days and gets flagged in the report.
| Unit | Status | View Tag | Notes / Activity |
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6
Lead Sources & Spend
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Upload the AppFolio Refresh file in Step 2 — it needs a “Guest Cards” tab.
| In | Source | Monthly Spend ($) | Trailing 30 Days | Trailing 7 Days | Cost per Lead |
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