Grow · Customers

Finding new customers

Community work is hired by volunteer boards and the managers who work for them. This page is guidance on reaching both, and on being ready when they answer.

Who hires

This is guidance, not a formula. A community association is run by a volunteer board, and many boards hire a management company to handle daily business. The manager is often the person who reads your proposal first and the one you will deal with every week.

Some communities have no manager at all. There the board member in charge of the pool, the grounds or the clubhouse is your contact.

Where to start

Start near your yard. A community on your route is easy to add to a day you already work, and its board can ask neighbors who already know your name.

Ask the customers you have now who manages their community and whether they would make an introduction. A warm name beats a cold email.

Keep a simple list: community, manager, contact, date you wrote, what you sent and what they said. Follow up once, and politely.

Emailing customers

Be ready when they answer

A manager will ask for your W-9 and proof of insurance early. Have both ready, and they will see a company that has done this before.

  • Form W-9 is how a person gives their correct Taxpayer Identification Number (TIN) to someone who must report payments to the IRS on an information return. IRS, as of
  • A certificate of insurance is a document that provides information about insurance policies. ACORD, as of

SetupExample documents

Let requests come to you

See requests from communities near you and propose with your documents already checked.

Once your company is approved, browse businesses, management companies and communities by type, and apply to a management company from its tab.

Write up the work and your number for a community that has not asked for it, and send the offer to one email address as a link. Anyone with the link can view it, and only that address can accept it.

Once your company is approved, draft the RFP a community would write and send it to the community’s email address as a link. The community reviews it and decides whether to publish it.

Finding work on HOAcrew

Sources

  1. Enforce, collect, and hire help: An association board's biggest responsibilities (published 2019) Community Associations Institute (HOAresources). As of .
  2. How Many Bids Should Your HOA Get for Contract Work? (published 2020-01-07) Community Associations Institute (HOAresources). As of .
  3. About Form W-9, Request for Taxpayer Identification Number and Certification Internal Revenue Service. As of .
  4. What is a Certificate of Insurance? (ACORD FAQ) ACORD. As of .

Official pages change. Each line shows the day we last read it.