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Intranet

A library of resources and digital assets to help you learn and be efficient.

Sales Tracking Sheet

Sales Pipeline & Deal Progress Tracker.

Access here

Sales Portal

View projects and properties available

Access here

Real Estate Projects - All Records

All Real Estate Projects recorded in HubSpot

Access Here

Sales Reporting Dashboard

HubSpot Live Sales Performance Dashboard

Access here

Strategy Session Form

This is the form that is used for Strategy Session to be filled out by the client

Click here

Discovery Session

This is the link to schedule Discovery Session with Nick and Oscar.

Schedule here

Post Meeting Form (Broker)

This is the form that we can send to the broker upon endorsement.

Access Here

Post Meeting Form (Accountant)

This is the form that we send to the accountant after endorsing the client.

Click here

Sharepoint

Access company files and shared drive here.

Click here

Standard Operations Procedure

Access company SOPs

Click here
xcel

Construction Updates Tracker

This is an Excel Sheet for construction and settlement updates.

Access here

Team Actionable Items

A central, running summary of team action items from meetings to support accountability and keep projects moving smoothly.

Click here

Hubspot Training Videos

A collection of training videos to help the team navigate through HubSpot’s features effectively.

Access here

Events Planner

A tracker of current and upcoming events, including planning status and key details.

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Outbound EDM Contact Planner

Tracks and manages outbound EDM contacts and campaign outreach

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Marketing GANTT Chart

View Here

Hotspotting

Weekly Hotspotting Article from Terry Ryder

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Automated EDM List Leads & Clients

PENDING

PENDING

Videos

Multimedia collaterals for social media

Access here

Project Demand Planner

Access Here

Project Checklist

PENDING

Project Checklist Admin / Contracts

PENDING

Project Property Director

Timeline and task tracker for the full PD rollout, including scope, build, comms, and launch.

Access Here

Website GANTT

PENDING

Business Development Pipeline

PENDING

Access Here

Project GANTT Chart - Master

End-to-end process for onboarding and managing new property projects.

Access Here

Development Campaign Planner

A centralised campaign planner used to coordinate development events, track outreach activity, assign responsibilities, and manage key timelines.

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Corporate Profile

This is where we can see the corporate profile

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