Investors · Goal: demo
Portfolio Clarity
One number for the whole portfolio, and the paper trail behind it.
- Leads
- 1,240
- Customers
- 96
- Owner
- Theo Park
Positioning
Occupello gives owners of multiple buildings a single operating picture — occupancy, collections, delinquency, maintenance spend, and loan, tax, and insurance detail per property — without a quarterly scramble to assemble it from three managers and five spreadsheets.
Who this is for
Investors and small funds holding 60–600 doors across multiple entities, often with mixed self-management and third-party management, reporting to partners or a lender quarterly.
The offer
A 45-minute walkthrough using your own rent roll. We load one entity before the call so you're looking at your portfolio, not a demo account.
Pain → gain
What investors live with, and what changes
The pain today
What changes
Quarterly reporting takes two weeks of assembling spreadsheets from different managers.
Portfolio reports build themselves from the same ledgers the operators use daily.
You learn about a delinquency trend a month after it started.
Delinquency, occupancy, and collection pace roll up live, per property and per entity.
Loan terms, tax bills, and insurance renewals live in a folder nobody opens until something lapses.
Finance detail is attached to the property record, with expiry reminders before a policy or escrow date passes.
Maintenance spend is invisible until it's an annual surprise.
Every ticket carries a cost and a property, so the repair line is a report, not an estimate.
Funnel
Awareness to advocate
- 1
Awareness
Targeted outbound to investment groups and partner referrals from lenders and CPAs.
220,000 impressions
- 2
Interest
Reporting pack downloads and webinar registrations.
19,000 visits
- 3
Consideration
Walkthrough booked with a rent roll supplied in advance.
1,500 leads
- 4
Trial
One entity loaded and running in parallel for a quarter.
400 pilot entities
- 5
Customer
Portfolio-wide contract across all entities.
110 customers
- 6
Advocate
Reference calls and lender/CPA introductions.
35 references
KPI dashboard
Where the campaign stands
Impressions
214K
Paid and owned
Visits
18,600
8.69% click rate
Leads
1,240
Target 1,500
Revenue
$588,000
Attributed, closed
Visit → lead
6.7%
Lead → MQL
58.1%
MQL → SQL
53.9%
SQL → customer
24.7%
Proof
What we can actually claim
11 days
average reduction in quarterly reporting cycle
Customer survey, 42 portfolios
28 states
of portfolios operating on Occupello
Platform metrics
Row-level
security isolation per workspace and entity
Security overview
Asset library
Everything published for this campaign
The quarterly reporting pack for small portfolios
The eleven numbers partners actually ask about, and where each one comes from.
- Views
- 14,200
- Engaged
- 4,880
- Conv.
- 612
Closing a quarter in two days instead of two weeks
A live teardown of a 240-door, three-entity portfolio close.
- Views
- 8,640
- Engaged
- 3,910
- Conv.
- 744
Outbound sequence: the 45-day-old number
Six touches over three weeks, built around one observation about reporting lag.
- Views
- 42,800
- Engaged
- 6,140
- Conv.
- 388
Three entities, 240 doors, one reporting day
A Florida group moved one entity, kept the old process for a quarter, then moved the rest in a week.
- Views
- 6,120
- Engaged
- 2,040
- Conv.
- 296
Five-touch drip
The emails, in full
- Day 0
The quarterly scramble, quantified
Two weeks per quarter is eight weeks a year.
Most groups your size spend ten to fourteen working days per quarter assembling a partner report: chasing managers, reconciling three rent rolls, and rebuilding the same spreadsheet. The cost isn't the days. It's that the numbers are 45 days old when partners read them. We put together a reporting pack that shows what a continuous version looks like — occupancy, collections, delinquency ageing, and maintenance spend, per property and rolled up.
- Day 3
Delinquency you can see in week two, not month two
The ageing report that changes what you do about it.
A delinquency trend caught in week two is a phone call. Caught in month two it's a legal process. Because collections run on the same ledgers your operators use daily, the ageing buckets are live: current, 1–30, 31–60, 60+, by property and by entity, with the specific leases behind every number. No one has to prepare it. It's just true at all times.
- Day 8
Where loan, tax, and insurance detail should live
Attached to the property, with a reminder before it lapses.
Every property record carries its finance detail: loan balance and rate, escrow, tax assessments, and insurance policies with renewal dates. The useful part is the reminder. Occupello tells you before a policy renews or an escrow date lands, so the first you hear about a lapse isn't from a lender.
- Day 14
Bring one entity to a 45-minute call
We'll load your rent roll before we start.
Demos of software you've already read about are a waste of an hour. Send us a rent roll for one entity. We'll load it, and spend the call on your occupancy, your delinquency, and your maintenance spend. If it doesn't tell you something you didn't know, we'll say so and leave you the export.
- Day 21
How groups roll this out without a big-bang migration
One entity, one quarter, then the rest.
The pattern that works: pick the entity with the nearest reporting deadline, move it alone, and run one quarter in parallel with your existing process. By the end of that quarter you have a side-by-side comparison and your managers have learned the workflow on a small surface. The remaining entities take days, not months.
Objection handling
What they push back on
Experiments
What we're testing
won · Demo → SQL
Loading the prospect's own rent roll before the call raises demo-to-SQL conversion enough to justify the prep cost.
A — Standard demo account
24.0%
B — Prospect rent roll pre-loaded
41.0%
Significance: 96% (placeholder)
inconclusive · Outbound → SQL
A webinar-first outbound CTA produces more SQLs than a demo-first CTA for groups under 150 doors.
A — Demo-first CTA
6.1%
B — Webinar-first CTA
5.8%
Significance: Below threshold
Book a portfolio walkthrough
A 45-minute walkthrough using your own rent roll. We load one entity before the call so you're looking at your portfolio, not a demo account.