Audit & Strategy Engagement

Know exactly what to fix — before you spend another dollar

A one-time, operator-led audit and strategy engagement for property management companies. We do the analysis and hand you the roadmap. You keep the implementation in-house. No retainer, no lock-in.

Request Your Audit See What’s Included

Priced per engagement based on portfolio size and market. Tell us about your business and we’ll scope it.

Is this you?

Built for property managers who want direction, not another retainer

Plenty of property management companies already have someone capable of doing the work — an in-house marketer, a web developer, an agency on retainer. What they don’t have is a clear, prioritized plan built by someone who has actually run a property management business. That’s the gap this engagement fills.

This is a strong fit if…

You have an in-house marketing person or team who can execute, but needs a plan worth executing
You’re already paying an agency and want an independent second opinion on whether it’s working
You’re about to rebuild or redesign your website and don’t want to repeat old mistakes
Your traffic looks fine but almost none of it turns into owner enquiries
You want to understand the opportunity before committing to a long-term engagement
A competitor is clearly outranking you and you want to know precisely why

This isn’t the right fit if…

You want the work done for you — our SEO services or marketing programs are the better route
You just want a quick surface-level check — the free visibility snapshot covers that at no cost
You need someone to implement the recommendations and have no internal capacity to do it
You’re looking for a report to file rather than a plan you intend to act on

What’s included

Four deliverables, one prioritized roadmap

Every engagement covers the same four modules. What changes is the depth — scoped to your portfolio size, number of markets, and how competitive your area is.

MODULE 01

Technical SEO audit

A full crawl and health check of your site, using the same tooling we run for retained clients. Every finding is ranked by revenue impact, not by severity score.

Crawlability, indexation, and coverage issues
Site architecture, canonicals, redirects, and internal linking
Core Web Vitals, page speed, and mobile experience
Structured data and schema markup review
Google Business Profile and local visibility check
Conversion friction on your owner enquiry paths

MODULE 02

Competitor gap analysis

We identify the property management companies actually winning your market — not the ones you assume are — and quantify the gap between you.

Your true organic competitors, identified from search data
Authority, traffic, and keyword footprint compared side by side
The exact keywords they rank for and you don’t
Backlink and referring domain gap
Content and service page coverage they have that you’re missing
Where you’re already ahead and should defend

MODULE 03

Keyword & content strategy

The part most audits skip. We don’t just tell you what’s broken — we map out what to publish, in what order, and why.

Owner-intent keyword map, separated from tenant search terms
Search volume, difficulty, and commercial value for each target
Page architecture: what exists, what to fix, what to build
Location and service page plan for each market you serve
Prioritized content calendar with topics and target keywords
Guidance for AI search and answer engine visibility

MODULE 04

Live strategy presentation

We present the findings to you and your team on a live call, answer questions in real time, and leave you with the written roadmap.

Live walkthrough of every finding with your team
Written strategy document you keep, permanently
Prioritized action list: quick wins vs. longer plays
Effort and impact estimate against each recommendation
Implementation guidance your developer or marketer can follow
Open Q&A — no upsell pitch on the call

How it works

Three phases, minimal lift from your team

Beyond a short kickoff and read-only access to your analytics, we don’t need much from you. The work is on our side.

1Phase one

Kickoff & data access

A short call to understand your markets, portfolio, and goals. You grant read-only access to Google Analytics and Search Console. That’s the extent of your involvement until the presentation.

2Phase two

Analysis & build

We crawl your site, pull competitive and keyword data, and build the strategy. This is where the majority of the engagement time goes — and where you do nothing.

3Phase three

Presentation & handoff

We present findings live to your team, work through questions, and hand over the written roadmap. From there it’s yours to execute — with us or without us.

Which one do I need?

Free visibility snapshot vs. audit & strategy engagement

We offer both, and they serve genuinely different purposes. If you’re early in the process, start with the free snapshot — there’s no reason to pay for something you can get at no cost.

	Free visibility snapshot	Audit & strategy engagement
Cost	Free	Quoted per engagement
Depth	High-level visibility overview	Full technical, competitive & content analysis
Technical audit	Surface-level check	Complete crawl, ranked by impact
Competitor analysis	Not included	Full gap analysis with keyword & backlink data
Keyword strategy	Not included	Owner-intent keyword map & content plan
Live presentation	Not included	Live walkthrough with your team
Written roadmap	Not included	Yours to keep and execute
Best for	Seeing whether you have a problem	Knowing exactly how to fix it

Why ClearLead

An audit is only as good as the person reading the data

Any tool can generate a list of errors. The value is in knowing which of those errors actually costs a property management company owner leads — and which ones genuinely don’t matter.

Read by operators, not just marketers

Our leadership holds NARPM® MPM® and RMP® designations and spent years signing management agreements. We know which findings move door count and which are noise.

No pitch attached

This is a standalone engagement, not a sales mechanism. You get the roadmap whether or not you ever work with us again — including recommendations that don’t involve hiring us.

Owner intent, separated from noise

Most property management traffic is tenants. We separate owner-intent search from rental search so your plan targets the audience that actually signs contracts.

Request your audit

Tell us about your business

Every engagement is scoped individually — portfolio size, number of markets, and competitiveness all change what’s involved. Send us the details and we’ll come back with scope, timeline, and a quote.

A clear scope and fixed quote before anything begins
No retainer, no contract, no obligation to continue
The roadmap is yours to keep and implement however you choose
If a free snapshot is genuinely all you need, we’ll tell you

FAQs

Common questions about the audit

How is this different from the free website review?

The free visibility snapshot is a high-level look at how you currently show up in search. It’s genuinely useful and costs nothing. The audit and strategy engagement is a full analysis: a complete technical crawl, competitor gap analysis with keyword and backlink data, an owner-intent keyword and content strategy, and a live presentation with a written roadmap. If you’re not sure which you need, start with the free one.

Do I have to sign up for ongoing services afterward?

No. This is a standalone engagement with a defined start and end. The roadmap is yours permanently, whether you implement it in-house, hand it to your existing agency, or come back to us later. There’s no upsell pitch built into the presentation call.

Can my in-house team actually implement the recommendations?

Yes — that’s the point. The roadmap is written to be executed by a competent marketer or web developer, with enough specificity that they aren’t left guessing. Each recommendation includes effort and impact estimates so your team can sequence the work sensibly.

What do you need from us?

A short kickoff call, read-only access to Google Analytics and Google Search Console, and a list of the markets you serve. If you have existing keyword research or an agency report, we’ll review that too. Beyond kickoff and the final presentation, your team’s involvement is minimal.

How long does the engagement take?

Timeline depends on scope — a single-market company moves faster than one operating across several states. We confirm the timeline in writing along with the quote before anything starts, so there are no surprises.

What does it cost?

It’s scoped per engagement, because a company managing 200 doors in one city needs meaningfully less analysis than one managing 2,000 across five markets. Submit the form and we’ll come back with a fixed quote and a defined scope — no hourly billing or open-ended fees.

Will you work alongside our existing agency or web developer?

Yes, and it’s common. We’ll deliver the roadmap in a format your current partners can act on, and we’re happy to join a handoff call with them. We’ll give you an honest read on whether your current program is working — including when it is.

What if we decide we want you to implement it?

Then we’ll talk about it after the presentation, not during. If you move into an ongoing program we already know your site, your market, and your competitors, so there’s no discovery period to pay for twice. See our SEO services and pricing.

Stop guessing at what’s wrong

Get an operator-led read on your site, your competitors, and the plan that closes the gap — then run it however you like.

Request Your Audit Book a Strategy Call