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HOA & Condo Association Manager: Best Referral Sources

Who should be sending you clients, and the rooms they are already sitting in. Tell us where you are and we will send the list.

Get your list

The rooms for community association managers, the next meeting dates, and who to ask for when you walk in.

Start here

Your one-page action plan

Five partners, what starts the work for each one, and the three rooms to be in. Print it and keep it in the car.

Networking plan: Community Association Manager (HOA / Condo)

The five people who should be sending you clients

  1. Commercial Property Manager (Two-way)
    Shared trigger: an inspection or compliance deadline lands
  2. Facility Manager (Two-way)
    Shared trigger: an inspection or compliance deadline lands
  3. Attorney Business & Corporate (They send you work)
    Shared trigger: somebody gets sued
  4. Insurance Property & Casualty (Two-way)
    Shared trigger: a named storm comes through
  5. Plumber (Two-way)
    Shared trigger: a pipe bursts or a roof starts leaking

The three rooms to be in

  1. LinkedIn groups & local B2B communities: Your partners are in this room: facility managers, business attorneys, and P&C insurance agents.
  2. Independent Insurance Agents (Big I): Your partners are in this room: P&C insurance agents and public adjusters.
  3. Your city or county chamber of commerce: Your partners are in this room: commercial property managers, business attorneys, and P&C insurance agents.

Don't confuse this with networking: CAI (Community Associations Institute). Learning and supplier access, not referrals.

The people

Who should be sending you clients

Ranked by what starts the job, not by who sounds close to your trade. When something happens that makes people need community association managers, who else gets a call that same week?

Match strength is how much of your work starts from the same event as theirs, scored out of 100. Higher means you are more often called into the same job in the same week.

  1. 1 Commercial Property Manager Two-way Trigger: an inspection or compliance deadline lands 75 match strength out of 100
  2. 2 Facility Manager Two-way Trigger: an inspection or compliance deadline lands 74 match strength out of 100
  3. 3 Attorney Business & Corporate They send you work Trigger: somebody gets sued 70 match strength out of 100
  4. 4 Insurance Property & Casualty Two-way Trigger: a named storm comes through 65 match strength out of 100
  5. 5 Plumber Two-way Trigger: a pipe bursts or a roof starts leaking 59 match strength out of 100
  6. 6 Attorney Employment & Labor Two-way Trigger: an inspection or compliance deadline lands 59 match strength out of 100
  7. 7 Structural Engineer You send them work Trigger: an inspection or compliance deadline lands 57 match strength out of 100
  8. 8 Cybersecurity You send them work Trigger: an inspection or compliance deadline lands 55 match strength out of 100
  9. 9 Roofing Contractor You send them work Trigger: a named storm comes through 53 match strength out of 100
  10. 10 Public Adjuster Two-way Trigger: a named storm comes through 53 match strength out of 100

Knowing the names is half of it. We will send the list with what to say to each one. Send me my list ↑

The rooms

Where those people actually are

Ranked by how many of your best partners are in the room, and how much work each one can send you. Give someone nine choices and they pick none, so we have marked the one to start with.

  1. 1 LinkedIn groups & local B2B communities Your pick Your partners are in this room: facility managers, business attorneys, and P&C insurance agents. Online community · Always on · Free · ~3 hrs/month Chapter finder →
  2. 2 Independent Insurance Agents (Big I) Your partners are in this room: P&C insurance agents and public adjusters. Your partners' association · Monthly · Under $500/yr · ~3 hrs/month Chapter finder →
  3. 3 Your city or county chamber of commerce Your partners are in this room: commercial property managers, business attorneys, and P&C insurance agents. Chamber of commerce · Monthly · Under $500/yr · ~4 hrs/month Chapter finder →
  4. 4 BNI One seat per category, so your competitors are excluded by rule and the seats around you are the partners above. Structured referral group · Weekly · $500–$2,000/yr · ~8 hrs/month · One seat per category Chapter finder →
  5. 5 LeTip International One seat per category, so your competitors are excluded by rule and the seats around you are the partners above. Structured referral group · Weekly · $500–$2,000/yr · ~7 hrs/month · One seat per category Chapter finder →
  6. 6 Network In Action One seat per category, so your competitors are excluded by rule and the seats around you are the partners above. Structured referral group · Monthly · $500–$2,000/yr · ~3 hrs/month · One seat per category Chapter finder →
  7. 7 Master Networks One seat per category, so your competitors are excluded by rule and the seats around you are the partners above. Structured referral group · Weekly · $500–$2,000/yr · ~7 hrs/month · One seat per category Chapter finder →
  8. 8 An independent local leads group One seat per category, so your competitors are excluded by rule and the seats around you are the partners above. Structured referral group · Weekly · Under $500/yr · ~5 hrs/month · One seat per category
The competitor trap

CAI (Community Associations Institute)

Most community association managers join this room first. It is also the one most likely to be the wrong pick. Everyone in it does what you do. Join it for the training, the licenses, and the ties to manufacturers. Do not join it for referrals, and do not join it instead of the rooms above.

Let us be straight with you. For community association managers, a weekly referral group is not the best pick. Your partners gather in professional groups instead, so spend your time there. We would rather say that than sell you a seat you do not need.

These rooms meet on real dates. We will send you the next ones for your area. Send me the dates ↑

Your seat

Is your seat open?

Prime Time takes one Community Association Manager (HOA / Condo) per chapter. Put a South Florida ZIP into the form above and we will show you which seats are open.

Add your ZIP code in the form above to see which seats are open. Go to the form ↑

Want this as a list you can act on?

Send it to yourself: the partners above, the rooms ranked for community association managers, and the next meeting dates for your area.

Send me my list