Participant Questionnaire - Danny's Tests Step 1 of 5 20% Are you a current ProfitCoach client?(Required) New Current Oldest Data(Required) 2021 2020 2019 HiddenBusiness HighlightsCompany Name(Required) Email(Required) Name(Required) First Last Please confirm the PM software used in 2021(Required) AppFolio PropertyWare Buildium RentManager RentVine Yardi Other Please confirm the PM software used in 2020(Required) AppFolio PropertyWare Buildium RentManager RentVine Yardi Other Please confirm the PM software used in 2019(Required) AppFolio PropertyWare Buildium RentManager RentVine Yardi Other Do you have brokerage/real estate sales income/expenses in your PM books?(Required) Yes No How do you handle maintenance (select all that apply)?(Required) We outsource maintenance to 3rd party vendors, but we DO NOT MARK UP INVOICES, or charge an equivalent mark up fee. We outsource maintenance to 3rd party vendors, and we DO MARK UP INVOICES, or charge an equivalent mark up fee. We handle maintenance requests in-house. We own a separate maintenance company. Other Is your maintenance coordination labor (W-2 or 3rd party) being attributed to PM labor expenses in your books?(Required) Yes No Is your markup revenue on 3rd party vendor maintenance being attributed to PM revenue in your books?(Required) Yes No How do you handle maintenance (other)?(Required) Do you provide lease-only / placement-only services?(Required) Yes No What percentage of your overall leasing fee income should be attributed to lease-only / placement-only for 2021?(Required) Yes No What percentage of your overall leasing fee income should be attributed to lease-only / placement-only for 2020?(Required) Yes No What percentage of your overall leasing fee income should be attributed to lease-only / placement-only for 2019?(Required) Yes No Did you purchase any management companies or portfolios in the 3-year timeframe of 2019 - 2021?(Required) Yes No Please indicate the date (Month/Year) of each acquisition and how many units were purchased:(Required)DateNumber of Units Purchased Add RemoveHiddenPM software access requestHiddenOwnership Information How many owners were active in the company in each of the following year(s)? An active owner is any shareholder that contributes to the day-to-day management/operation of the business. TEST - 2021 Active Owner(s)(Required) 1 2 3 2020 Active Owner(s)(Required) 1 2 3 2019 Active Owner(s)(Required) 1 2 3 HiddenOwner 1How much was Owner 1 involved in any department of the business (vs. other unrelated ventures not reflected on your financials) in 2021?(Required) Full-time Part-time How much was Owner 1 involved in any department of the business (vs. other unrelated ventures not reflected on your financials) in 2020?(Required) Full-time Part-time How much was Owner 1 involved in any department of the business (vs. other unrelated ventures not reflected on your financials) in 2019?(Required) Full-time Part-time How much was Owner 1 involved in any department of the business (vs. other unrelated ventures not reflected on your financials) in 2021 (part-time)?(Required) 100.00% 75.00% 25.00% Other How much was Owner 1 involved in any department of the business (vs. other unrelated ventures not reflected on your financials) in 2020 (part-time)?(Required) 100.00% 75.00% 25.00% Other How much was Owner 1 involved in any department of the business (vs. other unrelated ventures not reflected on your financials) in 2021 (part-time)?(Required) 100.00% 75.00% 25.00% Other What was the replacement cost for Owner 1 in 2021? (In other words, if you were to hire someone to do what you do, what market-based wage would you be paying them?)(Required)What was the replacement cost for Owner 1 in 2020? (In other words, if you were to hire someone to do what you do, what market-based wage would you be paying them?)(Required)What was the replacement cost for Owner 1 in 2019? (In other words, if you were to hire someone to do what you do, what market-based wage would you be paying them?)(Required)How did Owner 1 spend their time in 2021?(Required)Management Labor %Sales & Marketing %Direct Labor %Maintenance %Other Business Divisions % Add RemovePlease ensure your spread totals to 100% How did Owner 1 spend their time in 2021? Maintenance Division functions %Please enter a number from 1 to 100.Management functions %Please enter a number from 1 to 100.Direct Labor functions %Please enter a number from 1 to 100.Sales & Marketing functions %Please enter a number from 1 to 100.RENAMED - Total 2021 Owner 1 % (must equal 100%)(Required) WARNING: The above percentages must add up to 100% How did Owner 1 spend their time in 2020?(Required)Management Labor %Sales & Marketing %Direct Labor %Maintenance %Other Business Divisions % Add RemovePlease ensure your spread totals to 100%How did Owner 1 spend their time in 2019?(Required)Management Labor %Sales & Marketing %Direct Labor %Maintenance %Other Business Divisions % Add RemovePlease ensure your spread totals to 100%HiddenOwner 2How much was Owner 2 involved in any department of the business (vs. other unrelated ventures not reflected on your financials) in 2021?(Required) Full-time Part-time How much was Owner 2 involved in any department of the business (vs. other unrelated ventures not reflected on your financials) in 2020?(Required) Full-time Part-time How much was Owner 2 involved in any department of the business (vs. other unrelated ventures not reflected on your financials) in 2019?(Required) Full-time Part-time HiddenOwner 3How much was Owner 3 involved in any department of the business (vs. other unrelated ventures not reflected on your financials) in 2021?(Required) Full-time Part-time How much was Owner 3 involved in any department of the business (vs. other unrelated ventures not reflected on your financials) in 2020?(Required) Full-time Part-time How much was Owner 3 involved in any department of the business (vs. other unrelated ventures not reflected on your financials) in 2019?(Required) Full-time Part-time HiddenLabor InformationWhat labor model best describes your company's structure in 2021?(Required) Portfolio Departmental Squad/Pod Portfolio + Departmental Hybrid Squad/Pod + Departmental Hybrid Other (please describe) Other What labor model best describes your company's structure in 2020?(Required) Portfolio Departmental Squad/Pod Portfolio + Departmental Hybrid Squad/Pod + Departmental Hybrid Other (please describe) Other What labor model best describes your company's structure in 2019?(Required) Portfolio Departmental Squad/Pod Portfolio + Departmental Hybrid Squad/Pod + Departmental Hybrid Other (please describe) Other Which of the following best describes your current staffing structure?(Required) Fully on-site Fully remote Hybrid In which years did you have a dedicated BDM on the team (select all that apply)?(Required) 2021 2020 2019 How many US-based, Direct Labor PM team members did you have in 2021? (Do NOT include management, sales/marketing, maintenance, or brokerage team members)(Required)How many non US-based, Direct Labor PM team members did you have in 2021? (Do NOT include management, sales/marketing, maintenance, or brokerage team members)(Required) HiddenAccounting HighlightsMy base monthly management fees (% or flat) are booked to a dedicated GL account(s) in my corporate financial software(Required) Yes No Do you record your revenue for separate business divisions in separate accounts (e.g. PM vs. maintenance)?(Required) Yes No If you have other kinds of units under management (e.g. commercial, short-term, HOA), are you booking revenue for these units separate from your long-term residential PM income?(Required) Yes No Our assumption is that all expense GLs that are not clearly marked as brokerage or maintenance on your P&L are exclusively PM-related. Please list any GLs where this assumption is not valid, including any GLs that have mixed activity (e.g. both PM and maintenance activity in a single GL).Does the vendor you use for your PM software (e.g. Appfolio) handle any ancillary services that you are billing your tenants or owners for? If so, please list (e.g. tenant screening, tenant insurance, etc.)(Required)Our assumption is that all expense GLs on your P&L represent true company expenses. Please list any GLs where this assumption is not valid (e.g. property reimbursable expenses, personal owner expenses, etc.)(Required) HiddenUnit InformationDo you have any HOA management properties entered in your PM software any time during the year(s) 2021 (properties which are only serviced as part of an HOA you manage)?(Required) Yes No Do you have any HOA management properties entered in your PM software any time during the year(s) 2020-2021 (properties which are only serviced as part of an HOA you manage)?(Required) Yes No Do you have any HOA management properties entered in your PM software any time during the year(s) 2019-2021 (properties which are only serviced as part of an HOA you manage)?(Required) Yes No Please list these HOA units/properties here(Required)Do you have any vacation rental properties entered in your PM software any time during the year(s) 2021 (properties which are only serviced as part of an HOA you manage)?(Required) Yes No Do you have any vacation rental properties entered in your PM software any time during the year(s) 2020-2021 (properties which are only serviced as part of an HOA you manage)?(Required) Yes No Do you have any vacation rental properties entered in your PM software any time during the year(s) 2019-2021 (properties which are only serviced as part of an HOA you manage)?(Required) Yes No Please list these vacation rental units/properties here(Required)Do you have any commercial properties entered in your PM software any time during the year(s) 2021 (properties which are only serviced as part of an HOA you manage)?(Required) Yes No Do you have any commercial properties entered in your PM software any time during the year(s) 2020-2021 (properties which are only serviced as part of an HOA you manage)?(Required) Yes No Do you have any commercial properties entered in your PM software any time during the year(s) 2019-2021 (properties which are only serviced as part of an HOA you manage)?(Required) Yes No Please list these commercial units/properties here(Required)Do you have any lease-only properties entered in your PM software any time during the year(s) 2021 (properties which are only serviced as part of an HOA you manage)?(Required) Yes No Do you have any lease-only properties entered in your PM software any time during the year(s) 2020-2021 (properties which are only serviced as part of an HOA you manage)?(Required) Yes No Do you have any lease-only properties entered in your PM software any time during the year(s) 2019-2021 (properties which are only serviced as part of an HOA you manage)?(Required) Yes No Please list these lease-only units/properties here(Required)Do you have any units/properties that were active anytime within the year(s) 2021 that do not generate management fees or any other properties that should not be included in your count of units under management (e.g. dummy properties, broker-owned properties, friend properties, parking spaces, etc.)(Required) Yes No Do you have any units/properties that were active anytime within the year(s) 2020-2021 that do not generate management fees or any other properties that should not be included in your count of units under management (e.g. dummy properties, broker-owned properties, friend properties, parking spaces, etc.)(Required) Yes No Do you have any units/properties that were active anytime within the year(s) 2019-2021 that do not generate management fees or any other properties that should not be included in your count of units under management (e.g. dummy properties, broker-owned properties, friend properties, parking spaces, etc.)(Required) Yes No Please list these units/properties here(Required)Do you have any secondary rent income account codes that you use to charge rent to tenants (e.g. Section 8 Rent)?(Required) Yes No What secondary rent income account codes do you use?(Required)NOTE: We are only referring to GL accounts used to charge tenant rent. Pet rent, for example, is not under consideration here.What was your average rent for each of the following year(s)?(Required)What is the approximate property-class composition of your portfolio?(Required)Class A %Class B %Class C %Please ensure your spread totals to 100% HiddenOtherWhat (if any) process software tool do you use (select the main tool that you used for each year)?(Required) Asana Hubspot Monday.com LeadSimple Process Street Podio Other (please describe) What (if any) process software tool do you use (select the main tool that you used for each year) (other)?(Required) What (if any) process software tool do you use (select the main tool that you used for each year)?(Required) Yes No How often do you look at financial reports/metrics for your company?(Required) Weekly Monthly Quarterly Yearly Almost Never On a scale of 1-5, how adversely did Covid-19 impact your PM business in 2021 (1 being no impact, and 5 being high impact)(Required) 1 2 3 4 5 Do not include the potentially positive impact of government assistance funds (e.g. PPP funds).On a scale of 1-5, how adversely did Covid-19 impact your PM business in 2020 (1 being no impact, and 5 being high impact)(Required) 1 2 3 4 5 Do not include the potentially positive impact of government assistance funds (e.g. PPP funds).CAPTCHANumber