Intranet
A library of resources and digital assets to help you learn and be efficient.
Lead Gen and Sales
Strategy Session Form
This is the form that is used for Strategy Session to be filled out by the client
Click herePost Meeting Form (Broker)
This is the form that we can send to the broker upon endorsement.
Access HerePost Meeting Form (Accountant)
This is the form that we send to the accountant after endorsing the client.
Click hereOperations and Admin
Construction Updates Tracker
This is an Excel Sheet for construction and settlement updates.
Access hereTeam Actionable Items
A central, running summary of team action items from meetings to support accountability and keep projects moving smoothly.
Click hereHubspot Training Videos
A collection of training videos to help the team navigate through HubSpot’s features effectively.
Access hereMarketing and Social Media
Events Planner
A tracker of current and upcoming events, including planning status and key details.
Access HereOutbound EDM Contact Planner
Tracks and manages outbound EDM contacts and campaign outreach
View HereMarketing GANTT Chart
View HereStock Pipeline
Project Demand Planner
Access HereProject Checklist
PENDINGProject Checklist Admin / Contracts
PENDINGNuestar Projects
Project Property Director
Timeline and task tracker for the full PD rollout, including scope, build, comms, and launch.
Access HereWebsite GANTT
PENDINGBusiness Development & Growth
Unassigned
Project GANTT Chart - Master
End-to-end process for onboarding and managing new property projects.
Access HereDevelopment Campaign Planner
A centralised campaign planner used to coordinate development events, track outreach activity, assign responsibilities, and manage key timelines.
Access Here