================================================================================ MONTHLY PROPERTY PERFORMANCE REPORT — RETENTION TEMPLATE Charleston Turf & Estate (CTE) — HOA & Commercial ================================================================================ Send every month. 1–2 pages in Canva. Photo grid on page 1 recommended. -------------------------------------------------------------------------------- PAGE 1 — SUMMARY DASHBOARD -------------------------------------------------------------------------------- Property Performance Report Property: _______________________________________ Month: _________________ Year: _________________ OVERALL STATUS (check one) ☐ Strong ☐ Stable ☐ Needs Attention KEY METRICS Turf Health: ☐ Good ☐ Fair ☐ Needs Work Bed Condition: ☐ Good ☐ Fair ☐ Needs Work Irrigation: ☐ Efficient ☐ Adjusted ☐ Needs Work Consistency: ☐ High ☐ Moderate ☐ Low SITE PHOTOS (Before / After OR Key Areas) [Canva grid — paste 2–4 images with short captions] -------------------------------------------------------------------------------- PAGE 2 — DETAILS -------------------------------------------------------------------------------- WORK COMPLETED (check all that apply; add dates or zones as needed) ☐ Weekly maintenance completed ☐ Turf treatments applied ☐ Bed maintenance performed ☐ Irrigation adjustments made Notes: _____________________________________________________________________________ _____________________________________________________________________________ ISSUES IDENTIFIED • ___________________________________________________________________________ • ___________________________________________________________________________ • ___________________________________________________________________________ ACTIONS TAKEN • ___________________________________________________________________________ • ___________________________________________________________________________ UPCOMING PRIORITIES • ___________________________________________________________________________ • ___________________________________________________________________________ RECOMMENDATIONS (upsell / planning) • Mulch refresh • Turf repair areas • Drainage improvement • Seasonal color install Other: • ___________________________________________________________________________ • ___________________________________________________________________________ FINAL LINE (VERY IMPORTANT) Property is currently [ Stable / Improving / Needs Attention ]. We recommend addressing the above items to maintain long-term consistency. ================================================================================ END OF TEMPLATE ================================================================================