Sample Scorecard

A property management company found $162K–$211K hiding in their operations.

They completed the AI Playbook in one afternoon. Five exercises, real numbers from their business, a 90-day roadmap they could act on immediately. This is what the scorecard looked like — with their data, their tools, and their specific opportunities.

Opportunity Scorecard

AI Playbook Results

Commercial Property Management · Phoenix, AZ · Based on a realistic business scenario

Revenue

$3.8M/yr

Employees

22

Properties

85

Types

Strip malls, offices

Annual Hidden Value Identified

$162,264 – $211,404 /yr

Exercise Category Monthly Annual
1 Automatable Hours (75.5 hrs/wk) $11,450 $137,400
2 Zombie Subscriptions (7 tools) $707 $8,484
3 AI Capability Confirmed
4 Follow-Up Gap (conservative) $1,365 $16,380
Total (Conservative) $13,522 $162,264
4+ Follow-Up Gap (portfolio-adjusted) $5,460 $65,520
Total (Portfolio-Adjusted) $17,617 $211,404

Exercise 1: Time Audit

Map your automatable hours

Task Hrs/Wk Auto % Recoverable
Tenant emails & calls27.570%19.2 hrs
Maintenance dispatch15.060%9.0 hrs
Monthly owner reports12.080%9.6 hrs
Invoice processing & AP10.075%7.5 hrs
CAM reconciliation8.085%6.8 hrs
PM software data entry8.080%6.4 hrs
Lease abstracting & tracking6.090%5.4 hrs
Inspection documentation6.060%3.6 hrs
Tenant notices5.090%4.5 hrs
Vendor access scheduling5.070%3.5 hrs
Totals102.575.5 hrs

Blended loaded rate: $35/hr · 75.5 hrs × $35 × 4.33 wks = $11,450/month

Exercise 2: Subscription Graveyard

Audit your subscription waste

Subscription Monthly Action
Buildium$350Cancel
Zoom (10 pro licenses)$150Right-size
Adobe Acrobat (10 licenses)$180Right-size
Mailchimp$99Cancel
HubSpot CRM$90Cancel
Constant Contact$65Cancel
Loom$38Cancel
SurveyMonkey$35Cancel
Canva Pro$30Cancel

Cancel savings

$707/mo

Right-sizing savings

~$276/mo

Combined annual

$8,484/yr

Exercise 4: Follow-Up Gap

Quantify your follow-up gap

New leads/month7 avg
Contacted within 1 hour35%
Under-served leads/month4.5
Avg contract value$36K/yr
Portfolio value (3–5 properties)$108K–$180K/yr
Close rate (timely follow-up)35–40%

Conservative (10% recovery)

$1,365/mo · $16,380/yr

Portfolio-adjusted

$5,460/mo · $65,520/yr

90-Day AI Roadmap

Days 1–30: Quick Wins

1 Cancel 7 zombie subscriptions — $707/month back immediately
2 Right-size Zoom and Adobe licenses — ~$276/month additional savings
3 Deploy tenant response templates across all property managers
4 Set up automated lead acknowledgment — no inquiry unanswered for more than 5 minutes

Days 31–60: First Automation

1 Automate owner reporting — AI drafts monthly updates from AppFolio data (9.6 hrs/wk recovered)
2 Implement automated follow-up sequence for new management inquiries: instant response, qualification, PM alert
3 Begin evaluating AI-assisted maintenance dispatch workflow

Days 61–90: Scale & Measure

1 Automate tenant notice generation — late rent, violations, renewal reminders (4.5 hrs/wk)
2 Replace lease tracking spreadsheet with structured system tied to AppFolio
3 Measure actual savings vs. scorecard projections — plan Q2 priorities based on results

Priority Decision Matrix

Area $ Value Effort Time Priority
Zombie Subscriptions $8.5K/yr Low Immediate Do Today
Lead Follow-Up $16K–$66K/yr Medium 2–4 weeks Highest ROI
Owner Reporting $17.5K/yr Medium 2–4 weeks High Value
Tenant Comms $35K/yr Medium 1–2 weeks High Value
Maintenance Dispatch $16.4K/yr Med-High 4–6 weeks Phase 2

The bottom line

This team is spending 75.5 hours per week — the equivalent of two full-time employees — on tasks that don't require human judgment. That's not a staffing problem, it's a capacity ceiling. Freeing those hours doesn't just save $137K/year in labor costs — it gives them the ability to take on 15–20 more properties without adding headcount.

Based on a realistic business scenario · Alchemy Inside

Want to go deeper?

The AI Playbook gives you the scorecard. The AI Operations Audit ($497) takes it further — with system access, a diagnostic interview, and AI-powered analysis across all four dimensions. You get a Found Money Report with dollar values per opportunity, a prioritized action plan, and a 1-hour walkthrough call. If we don't identify at least $10,000 in annual value, the audit is free.

See a sample Found Money Report →

Ready to find your numbers?

The AI Playbook walks you through the same five exercises. One afternoon, your real data, a scorecard you can act on.