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You’re about to walk a tenant or buyer through a building and the calendar invite is just names and a time. Forward it to Amy and it profiles who’s coming, reads the company’s likely space need, refreshes you on the deal so far, and hands you a tight brief for the walk-through.

Forward the tour invite to Amy with this note

What you get back

  • A profile of each attendee and who actually signs off
  • The company’s likely space need from its growth and expansion signals
  • A deal refresher with three talking points and an opening question

Required integrations

Calendar

CRM

Email

Add “and suggest two other listings to show them” and Amy will line up backup options that fit their footprint in case the building isn’t the right fit.