Property operations

Find the teams taking on new portfolios

Follow managing-agent appointments and acquisitions. Research the properties, handover teams and systems in place.

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For property-operations sales teams

Understand what changes at handover

Research the properties, the incoming team and the systems already in place. See where your software could help.

01 / Appointment

Check the client, properties, services and start date. Find out who is preparing for the handover.

02 / Ownership

Check the companies, properties and management arrangements to find the team responsible for operations.

03 / Handover

Find the handover dates and team. Check whether they have a need your technology could meet.

Example

An illustrative scenario showing what to research and how to plan your approach.

ChangeA managing agent wins a contract for 14 UK offices, with handover expected in 60 days.
EvidenceKeep the appointment, property count, client and planned handover date with their sources.
To checkThe current facilities software, contract break dates, project scope, buyer and budget are still unknown.
Next stepFind the handover and facilities teams. Check their current setup, then prepare an introduction for your team to approve.

What to check

A new contract does not always mean new software. Check the current platform, renewal dates and who can approve a change.

Questions to resolveHuman review

Need

Has the team stated a need for new software or services?

Confirm before you act

Authority

Who can approve a change?

Confirm before you act

Timing

Is there time to select a supplier before handover?

Confirm before you act

You stay in control