Prospecting systems your firm owns
We combine ongoing market research with your desk’s notes and deal history to rank prospects by timing, fit, and potential deal size. Your CRM opens with the calls to make and matching email drafts ready in Outlook.
Client work
Your firm owns the system. We train your team to run it.
Past notes become lease timing, requirements, and follow-up dates in your CRM. Market research adds context and flags company moves or contact changes for review.
The records
Past notes, lease records, requirements, and deals
Occupiers, properties, moves, and contact changes
Each morning
Ranked by timing, fit, and potential deal size, with a reason for each call. Matching email drafts are ready for review.
Your brokers
Callback notes schedule follow-ups. Active requirements move out of general prospecting and into deal follow-up.
The market list identifies occupiers, business owners, and operations managers in your territory, with direct phone numbers and emails where available. You can see where each detail came from and what still needs checking.
Businesses
Occupiers and addresses
People
Names, roles, and contacts
Research is scoped to your territory, property types, and target occupier sizes. These North Vancouver records show the kinds of sources we use.
Your contacts, conversations, lease expiries, listings, and deal history give these market records their context. Lease dates and private deal information come from your team’s records and sources your brokerage is licensed to use. Where a city publishes licence history, it can indicate how long a business has been recorded at an address; it does not establish a lease expiry.
Names and roles come from company sources and licensed contact databases. Business confirmation is shown separately from contact details.
Published numbers and independently verified numbers are marked separately. Supporting records are available to review, with conflicting details flagged.
The daily system is scoped and priced in a written plan. The first call is free. Email drafting is part of that system. A standalone market sheet has a separate fixed fee quoted in writing and is yours to keep.
Keep the market list and data sources you trust. We connect market research with your private records to prioritize both calls and email drafts. If your current setup already does that, start by identifying what work is still left to do.
Your market records, CRM history, email templates, and access to Outlook drafts. During the installation, your brokers review the priorities and messages so both reflect how your desk works.
Changes in occupiers, tenant improvement permits, and announced moves or closures give your broker reasons to investigate. Where available, ownership records can also identify possible owner occupiers.
Lease dates and deal terms come from your team’s records and licensed sources. The wider research can prompt a conversation even when an expiry is unknown.
Your records stay in your CRM. The system writes in fields of its own, never edits your brokers’ notes, and never deletes data. Facts supported by records are added; inferences and new contacts are proposed for your team to review. More on the Security and data page.
In a free, 30-minute call, we’ll show you how the prospecting system works, discuss your team’s current setup, and explain what an installation would involve. If the fit is there, a written plan with scope and prices follows within days of the call.