Conduct a comprehensive audit of Broadline Living’s current sales, marketing, and customer success processes to map out all lead handoff points, data flows, and tech stack integrations. This creates a tailored automation strategy to unify fragmented tools, automate lead lifecycle management, and ensure seamless handoffs across teams.

Implement an automated data enrichment solution that continuously updates CRM records with new renter activity, lease status, and engagement history by integrating data from all marketing and leasing channels. This ensures data quality, reliable attribution, and a unified customer view for all teams.

Assuming a 10% lift in lead-to-deal conversion from improved data quality and attribution, this saves 5+ hours per week otherwise spent on manual updates and reduces costly misattributions—directly supporting more accurate forecasting and resource allocation.

Deploy an automated reporting workflow that generates real-time, segmented pipeline and lease performance snapshots for leadership. These reports flag bottlenecks, highlight high-potential leads, and provide actionable insights for strategic planning and forecasting.

Delivers a 5–10% improvement in forecast accuracy and pipeline hygiene; leadership saves 3+ hours per week on manual reporting and gains earlier visibility into performance risks—enabling faster, data-driven decisions to scale in the competitive NYC rental market.