A boutique commercial real estate (CRE) firm looks to expand upon a new CRE brokerage model to redefine client interfacing, streamline internal processes, enhance client accessibility for target representation base, and optimize team efficiency. The outcome prioritizes valuable clients, elevates team collaboration, time management, and the bottom line with employee engagement.
Commercial Real Estate Firm
Research | Strategy Development | UX/UI | Prototyping & Tech | Strategic Partnerships | Operational Design
SERVICES
AT A GLANCE
12|Key Client Interviews
6+| Face to Face Interview Hours
3| New Strategic Partnerships
2| Technology Integrations
1| New Hire & Recommendations Report
1| High-Fidelity Website Prototype
- Which identified business model has the greatest potential for adoption among employees and clients and what steps do we need to take to get there?
- How can we better verify and onboard new clients and interact with them throughout the transaction?
- How do we increase our bottom line while decreasing the time spent on each tenant representation client?
KEY QUESTIONS
Identified scope of the project and collaborated with leadership to define company values, goals and short/long term objects. Current State journey map created for the tenant representation process, with future iterations to include other brokerage representation tracts. Future State tenant representation journey map created to define the strategy development for goals, gaps, and technology opportunities and improvements. User interviews conducted, with quantitative and qualitative results presented. New cloud based software technology identified and implemented with employee training. An current cloud based software technology optimized for efficiency and use among employees. New partnerships identified to enhance strategic plan, and ease implementation burden. A high-fidelity website prototype created with enhanced UX/UI elements, and incorporating new strategic systems. A new position was created, culminating in a new hire to continue the overall strategic design process, where appropriate.
PROCESS & OUTCOMES
“Working with Savannah provided the jump start to further my own business goals in a strategic, thoughtful, and distilled way. I appreciated her honesty, transparency, and her ability to provide actionable steps for present and future goals. She navigated a complex and daunting task with empathy, understanding, and gumption, with deliverables I'll be relying on for years to come.” - Nathan H., Founder & Principal Broker
“Savannah has great energy and fantastic ideas - when she and I collaborated on projects she offered many creative solutions to solve problems. She was able to train our staff (who had a wide range of varying skills and abilities), and geared her sessions to meet the needs of each person, while being both respectful and helpful. She’s awesome and will make your work life 10x better.” - Betsy M., Sales & Leasing Agent
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