Real Estate & PropTech

Write a cold email to a commercial real estate professional.

Context:
- Recipient: [NAME, TITLE at FIRM]
- CRE role: [BROKER / OWNER / DEVELOPER / PROPERTY MANAGER]
- Asset class: [OFFICE / RETAIL / INDUSTRIAL / MULTIFAMILY]
- Market: [GEOGRAPHIC MARKET]
- Signal: [RECENT DEAL / NEW LISTING / MARKET TREND]
- My solution: [WHAT YOU SELL]
- Deal impact: [HOW YOU HELP THEM WIN/CLOSE]

Real Estate Email Rules:
- Reference specific deals or properties if possible
- Speak to their commission/fee structure
- Understand the competitive brokerage landscape
- Respect relationship-based nature of the business
- Timing matters - be aware of deal cycles
- Offer to help them win their next listing or close their current deal

Real estate is relationship-driven. Position as a tool to strengthen their relationships.

Generate discovery questions for a real estate prospect.

Context:
- Prospect: [NAME, TITLE at FIRM/COMPANY]
- CRE segment: [BROKERAGE / OWNERSHIP / DEVELOPMENT / MANAGEMENT]
- My product: [WHAT YOU SELL]
- Their likely pain: [DEAL FLOW / EFFICIENCY / DATA]

Real estate discovery categories:
1. Current deal flow (volume, average deal size, close rate)
2. Tech stack (CRM, marketing tools, data sources)
3. Team structure and workflow
4. Competitive landscape (who they compete against)
5. Decision process (individual broker vs. firm-wide)
6. Budget (tech budget often limited)
7. Success metrics (deals closed, volume, commissions)

Real estate is fragmented. Understand if you're selling to individuals or firms.

Help me respond to: "I've got my own system that works for me."

Context:
- My product: [WHAT YOU SELL]
- Their role: [BROKER / AGENT / MANAGER]
- Their "system": [WHAT THEY LIKELY USE - spreadsheets, notes, etc.]
- Our differentiation: [WHAT WE DO BETTER]

This is common with independent brokers. Help me:
1. Respect their success with current system
2. Ask about specific friction points (not general)
3. Understand their actual workflow
4. Find the wedge (scaling, team growth, efficiency)
5. Position as enhancing, not replacing their system
6. Offer a trial tied to their next active deal

Top brokers are protective of their process. Show value without threatening their identity.

Write a proposal for a real estate brokerage firm.

Context:
- Firm: [BROKERAGE NAME]
- Size: [NUMBER OF BROKERS/AGENTS]
- Markets: [GEOGRAPHIC COVERAGE]
- Asset focus: [OFFICE / RETAIL / INDUSTRIAL / etc.]
- Champion: [YOUR INTERNAL ALLY]
- Investment: [YOUR PRICE]
- Key pain: [WHAT THEY WANT TO SOLVE]

Brokerage proposals need:
1. Individual broker value prop (what's in it for each agent)
2. Firm-level value (recruiting, retention, brand)
3. Adoption plan (brokers are independent)
4. Integration with existing tools
5. Support and training
6. Reference firms (similar size/market)
7. Flexible pricing (per broker vs. firm)

The challenge: Firm leadership buys, but brokers decide to use it.

Write a follow-up email after a prospect closes a deal.

Context:
- Contact: [NAME, TITLE at FIRM]
- Deal they closed: [PROPERTY / TRANSACTION]
- Our relationship: [PROSPECT / CUSTOMER / CHURNED]
- My solution: [WHAT YOU SELL]
- How we could have helped: [VALUE WE BRING]

Post-deal follow-up should:
1. Congratulate them on the deal (be specific about the property)
2. Don't make it about you (celebrate their win)
3. Gentle plant for next deal
4. Offer value (market data, insights, etc.)
5. Keep door open

Real estate is cyclical. Stay visible for their next deal.