Tenant onboarding and orientation proposal: Free template
Customize this free tenant onboarding and orientation proposal with Cobrief
Open this free tenant onboarding and orientation proposal in Cobrief and start editing it instantly using AI. You can adjust the tone, structure, and content based on your services, the property type, and the landlord or management company’s needs. You can also use AI to review your draft — spot gaps, tighten language, and improve clarity before sending.
Once you're done, send, download, or save the proposal in one click — no formatting or setup required.
This template is fully customizable and built for real-world use — ideal for pitching onboarding services to landlords, HOAs, or property managers looking to deliver a smoother, more professional move-in experience. Whether you’re creating proposals daily or occasionally, this version gives you a structured head start and removes the guesswork.
What is a tenant onboarding and orientation proposal?
A tenant onboarding and orientation proposal outlines your process for helping new tenants move into a property with clarity, support, and professionalism. It may include welcome kits, move-in checklists, policy briefings, digital portals, maintenance education, and neighborhood guides.
This proposal is typically used by property managers, real estate consultants, or tenant experience teams offering structured onboarding services to reduce issues, improve satisfaction, and save time on repetitive communication.
A well-structured proposal helps you:
- Clarify the onboarding steps and deliverables.
- Show how your process improves tenant satisfaction and reduces friction.
- Set expectations around timing, access, and roles.
- Position yourself as a tenant-first operator or support partner.
If you offer move-in support, tenant education, or streamlined lease transition services, this is the right kind of proposal to use.
Why use Cobrief to edit your proposal
Instead of copying a static template, you can use Cobrief to tailor and refine your proposal directly in your browser — with AI built in to help along the way.
- Edit the proposal directly in your browser: No setup or formatting required — just click and start customizing.
- Rewrite sections with AI: Highlight any sentence and choose from actions like shorten, expand, simplify, or change tone.
- Run a one-click AI review: Get instant suggestions to improve clarity, fix vague sections, or tighten your message.
- Apply AI suggestions instantly: Review and accept individual AI suggestions, or apply all improvements across the proposal in one click.
- Share or export instantly: Send your proposal through Cobrief or download a clean PDF or DOCX version when you’re done.
Cobrief helps you create a polished, persuasive proposal — without wasting time on formatting or second-guessing your copy.
When to use this proposal
This tenant onboarding and orientation proposal works well in scenarios like:
- When helping landlords or HOAs deliver a smoother, more professional move-in experience.
- When providing tenant experience services for multifamily buildings or build-to-rent properties.
- When setting up digital or in-person welcome processes for new tenants.
- When responding to inquiries about reducing new tenant confusion or support tickets.
Use this proposal whenever you need to map out how you'll help tenants settle in quickly and confidently, while saving property managers time and stress.
What to include in a tenant onboarding and orientation proposal
Each section of the proposal is designed to help you explain your offer clearly and professionally. Here's how to use them:
- Executive summary: Summarize your approach to making move-ins smoother — highlighting how your service reduces confusion, prevents maintenance miscommunications, and builds tenant trust from day one.
- Scope of work: Outline what’s included — digital onboarding setup, in-person or virtual orientation sessions, welcome kits, FAQs, building policies overview, emergency contacts, neighborhood info, and support handoffs.
- Timeline: Provide a schedule from lease signing to orientation completion. Mention any pre-move materials, day-of walkthroughs, and post-move check-ins.
- Pricing: Offer flat-fee or per-tenant pricing. Optionally, include monthly retainers for ongoing tenant support. Break out optional services like printed guides, custom kits, or app setup.
- Terms and conditions: Define access requirements (e.g., contact info, unit availability), communication process with the landlord, and refund or rescheduling policies for missed sessions.
- Next steps: Prompt action with a simple call to action — e.g., “Approve to onboard your new tenants this month” or “Let’s schedule your first orientation setup call.”
How to write an effective tenant onboarding and orientation proposal
Use these best practices to highlight ease, professionalism, and tenant-first thinking:
- Make the client the focus: Show how your service reduces the landlord’s workload and improves tenant retention.
- Personalize where it matters: Mention if the client manages student rentals, luxury units, or family housing — and adjust onboarding accordingly.
- Show results, not just tasks: Share outcomes like fewer maintenance tickets, improved reviews, or smoother handovers.
- Be clear and confident: Avoid real estate jargon. Use plain-smart language that’s helpful and easy to follow.
- Keep it skimmable: Use short paragraphs, headers, and bullet points — especially for busy landlords or building managers.
- End with momentum: Make the next step easy and clear to keep the onboarding timeline on track.
Frequently asked questions (FAQs)
Should I create one onboarding flow for all tenants or customize by property?
You can do both — use a standard process as your base, then tailor content (e.g., welcome kits, policy documents) based on the property type or building rules.
What formats should I deliver the onboarding in?
Offer digital (email, PDF, or portal access) and/or in-person walkthroughs. Let the client choose based on their tenant base and available budget.
Can I reuse this proposal for both residential and student housing?
Yes — just adjust your scope. Student housing may require more structure, rules education, or parent communication.
What materials should I request from the client before starting?
Ask for lease terms, contact protocols, building policies, emergency contacts, and any amenities they want covered during onboarding.
Should I include ongoing support after move-in?
If offered, yes — list this as a separate line item or add-on service. This could include ticket triage, reminder emails, or live Q&A access for new tenants.
This article contains general legal information and does not contain legal advice. Cobrief is not a law firm or a substitute for an attorney or law firm. The law is complex and changes often. For legal advice, please ask a lawyer.