The working sheet for the founders before they reply to Beth. Not the reply, not the website: a place to pick figures and quotes fast and see which ones can be stated as fact.
Assembled 2026-10-27 from three research lanes · Figures read from production the same day · Quotes read from our own meeting recordings
Counted as a running total, Camellia looks like the bigger win. Counted per week, Western Slope is about five times bigger.
Camellia has absorbed an estimated 205.6 hours of staff time since it went live, Western Slope 138.1. But Camellia has been live 29 weeks and Western Slope 7, so per week it is an estimated 4.7 hours against an estimated 19.5–24. A lifetime total here does not understate the newer customer slightly — it reverses the ranking. Gera's instinct to adjust for how long each has been running was right, and it changes the answer rather than refining it.
Measured, no hedge needed — these are counts read from our production database on 2026-10-27, and ratios of those counts:
Estimated — the hedge wording is written out, use it as-is:
“That's our own estimate, not a number they've given us — we count the calls, texts, emails, tours and renewals Clara handled for them, and we price each one at what we think it would have taken their staff. On that basis it's roughly 20 hours a week at Western Slope, closer to 24 if you count the renewals a person still approves, and a little under 5 at Camellia. The counts are real production data; the minutes-per-task are our assumption, and we haven't yet done a time-and-motion study to confirm them.”
The two strongest quotes. Both verbatim from our meeting recordings; the rest, with their caveats, are in Part 2.
“No, it was a lot of help. Having the tours get scheduled and answering calls, that does help a lot.”
— on-site property manager, Camellia (JPCO), 2026-10-15
“…I know that the plan wasn't necessarily that Clara would, like, reinvent the way that we answer the phone, but it has done that for us, and it's awesome, and I think it's a major selling point for you guys…”
— principal, Western Slope, 2026-10-07
Every figure in this section is Measured: a count of records read from the production database on 2026-10-27, or a ratio of two such counts over the same group of people. Nothing here is estimated, and nothing blank has been filled in.
How the window works, because it is the thing that makes a rate honest. Each row picks the people who arrived in that period and then follows those same people as far as they got, whenever they got there. The tempting alternative — tours held this quarter over inquiries received this quarter — divides two different groups of people and produces a confident wrong number. One lead means one person, which is the unit the product itself counts. Recent arrivals always read low at the bottom of the funnel, because an October lead has not had time to sign, so both customers' rates are floors, not ceilings.
| Customer | Leads who arrived in | Inquiries | Tours booked | Leases signed | inquiry→tour | tour→lease | Status |
|---|---|---|---|---|---|---|---|
| Camellia — everything we hold | 2026-01-06 → 10-27 | 208 | 80 | 27 | 38.5% | 18.8% | Measured |
| Camellia — the shared window | 2026-08-01 → 10-27 | 101 | 41 | 16 | 40.6% | 22.0% | Measured |
| Western Slope — leads at 24 of its 90 homes | 2026-08-01 → 10-27 | 245 | 34 | 33 | 13.9% | — not available: only 3 of the 33 people who leased ever had a tour booked with us, so a rate here would measure how their leases enter our system, not conversion | Measured / Not available |
| ConAm | — | Never went live, so there is no funnel to measure. Still blocked on a Yardi user invite as of 2026-10-26, with their indemnity letter being redlined. This is a fact about their rollout, not a gap in our looking. | Not measured | ||||
Why Camellia gets two rows and Western Slope one. Camellia has been live far longer, and a three-month window throws away half its history — so its own all-time row keeps the comparison fair to it, while the shared window is what makes the two customers comparable at all. Western Slope needs no second row: its leads begin in August, so all-time and the shared window are the same group of people but for a single February lead (246 inquiries instead of 245, 13.8% instead of 13.9%).
That is the product's own definition, and it deliberately includes tours later cancelled, because booking is the event. We do not record whether a tour was actually attended — there is no attended, completed or no-show field anywhere on a tour, only cancelled. So tour→lease reads “of the people who booked a tour, the share who went on to sign”. There is no honest show-up-adjusted rate available and the lane did not invent one.
The phrasing matters more than the number. Say “Clara had worked 21 of the 27 leases signed at Camellia”. Do not say “Clara had 21 leases” or anything that sounds like she produced the paperwork: the loose rule means she was in the conversation, and the shorter phrasing is a claim we cannot support and exactly the one an investor would repeat back to us.
| Customer and period | Loose rule — Clara had replied to that person at some point in the life of their enquiry denominator: every person who signed, counting both our own signed stamp and AppFolio confirming they became a resident |
Strict rule — Clara's first reply landed at or before the signing date denominator: only the leases we hold a signing date for, so a smaller lease count |
Status |
|---|---|---|---|
| Camellia, everything we hold (2026-01-06 → 10-27) | 21 of 27 | 15 of 19 | Measured |
| Camellia, shared window (2026-08-01 → 10-27) | 12 of 16 | 9 of 11 | Measured |
| Western Slope, shared window (2026-08-01 → 10-27) | 13 of 33 — and for 3 of those 13, Clara's first reply came AFTER the signing, because she re-engaged the person later | 5 of 14 | Measured |
Why both, rather than one. The leases AppFolio confirms for us carry no signing date to order against, so the strict rule cannot be applied to every row. Applying one rule to some rows and a different rule to the rest would be worse than publishing both and saying which is which. The two denominators are different populations — 27 is every person who signed, 19 is the subset we hold a signing date for — so the two columns are not two slices of one number.
What the loose rule does and does not claim. It does claim Clara talked to this person: that is a timestamped event, not an inference from a status field. It does not claim she closed the lease alone, and it does not claim the lease would not have happened without her — a human leasing agent was very likely involved in most of them.
A lease is visible to us two independent ways: our own signed stamp on the lead, and the person's AppFolio record being linked to a tenant — the property management system itself saying this lead became a resident. The counts above are the distinct people carrying either signal, so nobody is counted twice. The gap is real: at Camellia 19 leads carry our stamp and 8 more are AppFolio-confirmed without one, so using our stamp alone would have understated Camellia's leases by about a third. These are people who signed, not lease documents — two roommates on one lease count once where they share a person record and twice where they do not.
Gera asked on the call whether just opening the product and taking a screenshot would be enough. The answer is no, and it was checked rather than assumed.
Neither surface is wrong; they answer different questions. If a picture is still wanted it has to come from the production site in a signed-in browser, with that caveat attached. For Beth, the table is the better artifact anyway.
Each customer has two kinds of lead record with us: the leads PropFlow handled itself, and the customer's own AppFolio lead book, imported in late September.
| PropFlow's own lead records this is the Inquiries column | AppFolio lead records imported in — used only for the lease signal | Status | |
|---|---|---|---|
| Camellia | 208 | 89 — of which 82 are the same person as a PropFlow lead | Measured |
| Western Slope | 311 records / 246 people | 1,137 — of which only 197 are the same person as a PropFlow lead | Measured |
Western Slope's imported book reaches back to September 2025 — roughly a year of their leasing before Clara, with 209 of those people already linked to a tenant — and it carries no tour information of any kind, so those leads could only ever sit in the top bar of a funnel and never in one below it. Putting about 940 pre-Clara leads into the denominator would report Western Slope's inquiry→tour at about 2.7% instead of 13.9%, which is the same mistake as mixing two windows. So Inquiries counts PropFlow's own leads, and the imported book is used only for the lease signal, matched person by person.
Western Slope: an estimated 19.5–24 hours a week. 24 is the product's own model over the last four weeks. 19.5 is that same model with renewals taken out, because renewals at Western Slope run supervised — Clara prepares them and a person approves the monthly list — so they are not end-to-end. The range is a real distinction in the data, not hedging: it is the difference between what the model counts and what is actually running on its own at that building.
Camellia: an estimated 4.7 hours a week over the same four weeks, with no equivalent haircut — everything there runs live rather than approve-before-send.
| Customer | Cumulative hours since live | Weeks live | Hours a week, last 4 weeks | Hours a week, averaged since live | Status |
|---|---|---|---|---|---|
| Camellia (1 building) | 205.6 | 29.4 | 4.7 | 7.0 | Estimated |
| Western Slope (90 buildings) | 138.1 | 6.6 | 24 — or 19.5 excluding supervised renewals | 21 | Estimated |
The two are not like-for-like on size either: Western Slope is 90 buildings, Camellia is one. And do not pair one customer's four-week figure with the other's since-live average — that is the comparison this work exists to prevent.
The hours figures use the last four weeks, 2026-09-29 to 2026-10-27. The funnel table above uses leads who arrived between 2026-08-01 and 2026-10-27. These are deliberately different periods, chosen for different reasons — the funnel needs a group of people followed over time, the hours figure needs a recent rate — and they have not been harmonised. Do not present them as one period.
Counted by the product's own calculation over each customer's own buildings, read from production. These are volumes since each customer launched.
| What was counted | Camellia | Western Slope | Status |
|---|---|---|---|
| Prospect conversations credited (leasing) | 662 | 285 | Measured |
| Tours booked by Clara | 91 | 42 | Measured |
| Tours cancelled / rescheduled | 15 / 0 | 3 / 0 | Measured |
| Renewal cycles Clara ran | 29 | 35 | Measured |
| Resident conversations (renewals) | 122 | 46 | Measured |
| Work orders coordinated | 29 | 8 | Measured |
| Voice calls handled (excluding hang-ups under 15 seconds) | 640 | 249 | Measured |
| Text / email conversations handled | 99 / 150 | 58 / 90 | Measured |
What the product throws away, which matters for believing the number: calls under 15 seconds (wrong numbers, accidental dials) earn nothing; calls the customer's own team answered are not Clara's volume; test and sandbox buildings are dropped; our internal dogfood channel is excluded; a conversation with nobody on the other side earns nothing. Maintenance conversations earn zero minutes because the per-work-order credit already prices that work — the model deliberately refuses to count the same job twice.
These minute values are assumptions. They are not measured and they are not an industry benchmark. They come from the product's own savings model, where they were calibrated twice against real production data — a May audit found two repeat-dial phone numbers generating about 70 of 212 “prospect inquiries” and tightened the rules, and a July recalibration found that fix had over-corrected, with 220 Camellia calls of 15 to 59 seconds across 116 different numbers earning nothing despite being real reception work. Both corrections moved the number down.
| What Clara handled | Minutes assumed for a person | Status |
|---|---|---|
| Leasing phone call, a minute or longer, handled without a person | 45 | Assumption |
| Phone call of 15 to 59 seconds (answered, triaged, routed) | 5 | Assumption |
| Phone call transferred or escalated to a person | 5 | Assumption |
| Resident service call, a minute or longer | 15 | Assumption |
| Text conversation / email conversation | 10 / 15 | Assumption |
| Renewal cycle (drafting and sending) | 60 | Assumption |
| Tour cancellation / reschedule | 10 / 15 | Assumption |
| Work order: intake / paging a tech / scheduling / each message / closing out | 15 / 5 / 10 / 5 / 10 | Assumption |
Two things the audits are easy to conflate, and the difference is the whole honesty of this figure.
The single external cross-check anywhere in the model is the 5-minute reception credit: it prices to about $3.90 a call at a $47/hour wage, which sits inside the $0.98–$2.15 a call that commercial answering services charge, plus the interruption it replaces.
How to bound it instead of defending a point. Every hour here is volume multiplied by assumed minutes, so the figure scales linearly with the assumption: halve the minutes and the hours halve (Western Slope about 10 to 12, Camellia about 2.4). That sentence is the honest sensitivity and is better said out loud than buried. No confidence interval is offered on purpose — nothing in the data would justify its width, and a made-up plus-or-minus would be a second invented number dressed as rigour.
| Customer | First Clara activity in production | Days / weeks live at 2026-10-27 | Status |
|---|---|---|---|
| Camellia (JPCO) | 2026-04-04 | 206 days = 29.4 weeks | Measured, a lower bound |
| Western Slope | 2026-09-11 | 46 days = 6.6 weeks | Measured, a lower bound |
Both dates are the product's own launch definition: the earliest piece of Clara activity we have stored for that building. That makes each a lower bound on how long they have been live — Clara demonstrably ran on that date — and never an upper one. Camellia's date is corroborated by an internal review of our homepage statistics, which independently chose 2026-04-06 as the start of its production window; no human-written go-live date for Camellia exists anywhere, which is a named gap below.
Western Slope's dates are human-written, from its own go-live tracker:
One structural caveat first: the maintenance part of the figure is not windowed — work-order events carry no single timestamp to window on, so a windowed run returns all of it. So leasing and renewals are divided by the window and maintenance by the full weeks live, then added. Mixing those two would have quietly inflated the weekly figure.
Western Slope — estimated 24 hours a week
last 4 weeks (2026-09-29 → 10-27 = 29 days = 4.143 weeks):
leasing 79.7 h + renewals 19.9 h = 99.6 h ÷ 4.143 wk = 24.04
maintenance (all time) 1.4 h ÷ 6.571 wk = 0.21
TOTAL = 24.25 → ~24
excluding the supervised renewals:
79.7 h ÷ 4.143 wk = 19.24 + 0.21 = 19.45 → ~19.5
since launch: 138.1 h ÷ 6.571 wk = 21.02 → ~21
Camellia — estimated 4.7 hours a week
last 4 weeks:
leasing 17.5 h + renewals 0.6 h = 18.1 h ÷ 4.143 wk = 4.37
maintenance (all time) 9.2 h ÷ 29.43 wk = 0.31
TOTAL = 4.68 → ~4.7
since launch: 205.6 h ÷ 29.43 wk = 6.99 → ~7.0
| Customer | Since-live average | Last 4 weeks | Direction | Status |
|---|---|---|---|---|
| Western Slope | 21.0 h/wk | 24.2 h/wk | rising (+15%) | Estimated |
| Camellia | 7.0 h/wk | 4.7 h/wk | falling (−33%) | Estimated |
Camellia's decline is almost all renewals, not leasing. Leasing went from 5.14 to 4.22 hours a week — a modest fall. Renewals went from 1.53 to 0.14, because zero renewal cycles opened at Camellia in the last four weeks, against 29 since it went live. Whether that is a lease book that renews in clusters, a quieter autumn, or something worth looking at, this data cannot say, and we are not going to guess at a cause in an investor reply. It is here because quoting Camellia's 7.0 since-live average would be quoting a rate it is not currently running at.
An internal review of our homepage statistics, published 2026-10-07, looked at this same metric on April-to-October data and ruled it out for the website, in these words: “Ruled out: automatic maintenance work orders (about 0.5%), on-time renewals (no due date to measure against) and staff hours saved (too small to headline).”
Keep the distinction. That was a judgement about what deserves a public homepage headline, on a two-customer sample. It was not a judgement that the metric cannot be measured, and it was not about an investor reply, which is what this is. It is flagged here because a founder arguing with this number will find that page, and it is better that they find it from us — and because about 20 hours a week at Western Slope may well change that call. The founders should make it with both facts in hand.
Every quote below is word for word from our own meeting recordings, with the speaker's role, the company and the meeting date. Nothing is tidied up and no qualifier has been dropped. Exact links are in the sources section.
The ranking changed, and the new first place is a Camellia quote, not a Western Slope one. The earlier answer led with the Western Slope phone line. A closer read of an already-in-scope Camellia meeting turned up something better, on exactly the axis Beth cares about. Widening the scope to other teams is not what produced it — the newly added teams yielded almost nothing usable; it came from re-reading a meeting that had already been searched, where the filters had missed it because the line contains neither the product's name nor any superlative.
“No, it was a lot of help. Having the tours get scheduled and answering calls, that does help a lot.” — on-site property manager, Camellia (JPCO), 2026-10-15. The new first place. It names the two things Beth asked about; it is a correction of our own modesty rather than an unprompted rave — Fede had just said “I don't know how much we help, but as long as we help a little bit, I'm happy” and she pushed back to say it was a lot; it comes from the longer-running deployment; and in the same minute she offered to write a review, so its permission question is nearly settled. It sits in a conversation where Sean had just said occupancy was at about 80% and is now about 92% — his spoken figure in the room, not something measured for this page.
“…I know that the plan wasn't necessarily that Clara would, like, reinvent the way that we answer the phone, but it has done that for us, and it's awesome, and I think it's a major selling point for you guys…” — principal, Western Slope, 2026-10-07. Previously first, and still the most quotable sentence we have: unprompted, names a specific function, says the product exceeded what they signed up for, and the customer himself calls it a selling point.
“…I think I asked it about an application, and it was like, I'll ask the leasing team, and I was like, wow, what a great answer.” — principal, Western Slope, 2026-09-09. The honesty quote: a customer praising Clara for saying “I don't know” is strong with an investor thinking about whether AI can be trusted.
“…I think it's, you know, it's working really well…” and “…it's iron some kinks out, but I think we're all, we're all really excited…” — principal, Western Slope, 2026-09-22, one week after go-live. The balanced one, credible precisely because it admits kinks.
“…hearing, like, recording those conversations is really awesome, and then you also, you know, you get the summaries of those…” — principal, Western Slope, 2026-09-22. Names a concrete feature they value, so it is evidence of use rather than goodwill.
Each quote above is trimmed only at its head or tail, and every cut is marked with an ellipsis; the untrimmed version is the matching row in the tables below.
If you want exactly one: the first. If you want two, the first and second — one from each live customer, covering “it genuinely helps with tours and calls” and “it beat our expectations”, which also happens to be the two companies Beth asked about.
Live on leasing since 2026-09-17 by their own tracker, and the richest source of praise in everything we have recorded.
| Quote, verbatim | Speaker role | Meeting date |
|---|---|---|
| “Well, I can't remember if they were in that questionnaire, but, um, like, I know that the plan wasn't necessarily that Clara would, like, reinvent the way that we answer the phone, but it has done that for us, and it's awesome, and I think it's a major selling point for you guys with, you know. / others down the road.” | principal (which of two named men is unresolved — see borderline) | 2026-10-07 |
| “Um, and now I'm like, holy shit, this is amazing, we should be steering everything to the phone number, right?” | principal | 2026-10-07 |
| “Um, so, like, that… you've already built that, and that's awesome, that's what I'm looking for.” | principal | 2026-10-07 |
| “That's awesome. Oh, man, that's awesome.” (reacting to Clara booking a tour with no staff involvement, read from a call transcript after the prospect hung up) | principal (the leasing team reports to him) | 2026-09-30 |
| “Those are really cool.” (same exchange, immediately before) | principal | 2026-09-30 |
| “You know, I think it's, you know, it's working really well, I mean…” | principal | 2026-09-22 |
| “Yeah, it's iron some kinks out, but I think we're all, we're all really excited, so.” | principal | 2026-09-22 |
| “I like, uh, you know, hearing, like, recording those conversations is really awesome, and then you also, you know, you get the summaries of those.” | principal | 2026-09-22 |
| “I love that. That's great.” (on Clara writing detailed notes and booked showings back into their AppFolio records) | principal | 2026-09-22 |
| “Now it seems like you guys have things flowing pretty well into AppFlow with guest cards. When we first started, it was…” (the transcript's “AppFlow” is AppFolio mis-heard; quoted as spoken) | principal | 2026-09-22 |
| “Yeah, I mean, I think I asked it about an application, and it was like, I'll ask the leasing team, and I was like, wow, what a great answer.” | principal | 2026-09-09 |
| “I know that that's all available to her in guest card from her phone in real time as well, but that is really slick, putting it all there in one place, quick reference for them. I like that a lot.” | principal | 2026-09-09 |
| “the leasing stuff was as slick as when we first demoed it for us. Like, I liked hearing all that.” | principal | 2026-09-09 |
| “I think you guys have your flow, like, really… it's awesome, it's pretty dialed in there, um, at least on, like, the initial screening on stuff.” | principal | 2026-09-09 |
| “really, really pumped, uh, and, like, love that… that little prototype. I… I was showing it to some of the… our leasing, uh…” | principal | 2026-09-09 |
Gera's ask for “good things the JPCO team have said” is answered by this section. JP & Co (JPCO) is the management entity and Camellia is the building, so they are the same people: the on-site manager at Camellia plus the regional and corporate staff above her. These quotes serve both asks and are listed once, here.
| Quote, verbatim | Speaker role | Meeting date |
|---|---|---|
| “No, it was a lot of help. Having the tours get scheduled and answering calls, that does help a lot.” | on-site property manager | 2026-10-15 |
| “Where can I write a review? I got you.” (offering a testimonial, unprompted, moments later) | on-site property manager | 2026-10-15 |
| “More than welcome to, yes, yes.” (confirming the same offer) | on-site property manager | 2026-10-15 |
| “I've seen that. That was very helpful. Yes.” | on-site property manager (label attribution soft — see borderline) | 2026-08-13 |
| “Yes, so very helpful.” | on-site property manager (same caveat) | 2026-08-13 |
| “Other than that, I don't think we really have any complaints. It's been really good.” | on-site property manager (same caveat) | 2026-08-06 |
| “But that's perfect. Yay. It's working.” | on-site property manager | 2026-07-23 |
The full exchange behind the first-place quote, because the context is most of its value:
Sean: So, but yeah, we've come a long way. I mean, we were at 80%, basically, and now we're at 92, so we're definitely making progress.
Fede: Getting in at 80. So it's like, I don't know how much we help, but as long as we help a little bit, I'm happy.
On-site manager: No, it was a lot of help. Having the tours get scheduled and answering calls, that does help a lot.
Gera: Can you say that again so I can write it down and put it on the website?
On-site manager: Where can I write a review? I got you.
Citus / Situs Group (the Denver portfolio, called “MMG/Denver” in older notes). Their leasing only went live around 2026-10-20 and they were still not fully onboarded on 2026-10-26, so they have barely used the product and have little experience to praise — the same structural reason ConAm has nothing. What survives as genuinely theirs is all forward-looking.
| Quote, verbatim | Speaker role | Meeting date |
|---|---|---|
| “I think it works, and I think if it's successful, it's worth its weight in gold, because it can replace people. Um, but I think just at first blush.” | portfolio principal | 2026-09-18 |
| “Um, I love it.” (responding to Fede describing an on-call escalation tree we could build — a reaction to a described capability, not to using it) | portfolio principal | 2026-09-18 |
| “I think that that could be really helpful for how we're going to figure this out.” | operations lead | 2026-10-16 |
Teams checked and deliberately left out: an asset-management prospect running about 2,700 units (2026-09-02) — a prospect, and the recap says they were not ready to sign; a Zillow employee (2026-09-08) — a recruiting conversation, not a customer; and an adjacent vendor who joined a Western Slope call (2026-10-21) — a third party talking about his own product.
These are our own recap summaries of customer meetings, written by us, not customer words. They read like testimonials and must not be used as quotes. They are listed because they point at where a real quote could be confirmed — the verbatim original for each sits in the transcript under that same recap.
Kept rather than smoothed away. Every one of these is a named gap, not a closed question.
Everything below was read on 2026-10-27. All reads were read-only. No customer and no investor was contacted. No stored customer login was decrypted. Customer speakers are attributed by role, not by name, so the founders can decide about attribution themselves; one first name appears inside our own recap wording in the paraphrase list. Full names are in the research lane's own sources file.
part1-funnel-and-clara-leases; its SOURCES.md carries the exact commands, the per-figure table and the scripts.part1-hours-saved-per-week; its SOURCES.md carries the command, the script, the raw output and a per-figure table marking each value measured, assumed or derived. Run at 2026-10-27 23:00 UTC.part2-verbatim-customer-quotes; its SOURCES.md carries one row per quote with the speaker's name, the company, the meeting date and an exact permalink, plus the searches and their controls.Driver's rulings this page follows, for anyone reading it later: lead with the hours range rather than the single number; publish both readings of “leases Clara had worked” with the loose one leading and the mandated phrasing; leave Western Slope's tour→lease cell blank with its reason beside it; and treat the screenshot route as closed. All four were in-plan and reversible presentation calls, so no founder was asked.