PHASE 1

Determine Whether the Property Works

Fit, legal-use questions, local verification, safety, bedrooms, occupancy, condition, insurance, restrictions, and STOP / VERIFY / CONTINUE logic.

PHASE 2

Build the Financial Model

Startup and readiness cost, monthly expenses, capacity, rates, occupancy scenarios, reserves, break-even, and documented assumptions.

PHASE 3

Define the Business Foundation

Nonmedical service boundary, ownership and control, risk questions, local professional review, insurance, and operating responsibilities.

PHASE 4

Prepare the Property

Room configuration, furnishings, shared spaces, supplies, maintenance, inspection, and opening-readiness controls.

PHASE 5

Build Resident Systems

Application, intake, agreements, orientation, records, payments, communication, follow-up, and move-out workflows.

PHASE 6

Build Referral Infrastructure

Source map, professional outreach, provider relationships, CRM, follow-up, packets, availability updates, and KPI tracking.

PHASE 7

Launch

Opening checklist, readiness review, documented roles, communications, vacancy plan, and human go/no-go decision.

PHASE 8

Operate Consistently

House routines, maintenance, supplies, communications, incidents, vendor work, weekly reviews, and documented escalation.

PHASE 9

Track Performance

Occupancy, referrals, collections, expenses, reserves, operational follow-through, and monthly business review.

PHASE 10

Prepare for Growth

Staffing, vendors, property-two readiness, multi-property controls, reserve strength, repeatability, and human approval gates.