Industries
Same Hands. Your line of work.
One kind of staff, not 11 products. Each page shows what the brief looks like in one line of work: the staff you'd hire first, the things people actually ask, and the questions that come up first.
Scope this brief against what we charged Kessler and tell me where we lost money last time.
Proposals, production handoff and chasing invoices, handed to staff who write down what they did.
Write up Thursday's session from my notes in the format I use for Ardent.
Proposals, notes, invoices and the follow-up you keep meaning to send, for one person with several clients.
Which of my clients can I actually close this month, and what is each one missing?
Chasing records, coding the odd ones, and the month-end that is really twenty clients each missing one thing.
Compare what we paid for repairs this year against last, per building.
Staff who read the statements, chase what is owed, and tell you what your manager has not.
Tenant in 4B says they told us about the leak in March. Find out whether they did.
Renewals, arrears, work orders and vendor paperwork — chased by staff who log every call against the unit.
Which of our grants have reporting due in the next 90 days, and what does each one want?
Grant deadlines, funder reports, donor thank-yous and the board packet — handled by staff you don't have to hire.
Find every distressed commercial listing in South Brooklyn under $5M and put them in a sheet.
Sourcing, underwriting and the investor letter, by staff who pull the filings themselves and cite every number.
Which of our loans mature in the next ninety days, and which borrowers have not been contacted?
Intake, credit legwork and servicing — handed to staff who read the package, pull the title, and never miss a maturity.
Who has bought industrial in this submarket in the last two years?
Sourcing, listing material and the commission you are still owed, by staff who do the research and write it down.
What is due to the regulator this quarter, and what is still outstanding?
Client service, the analysis behind it, and everything with a filing date on it — handed to staff who show their sources.
Which subcontractors have not returned their insurance certificates?
Certificates, procurement and the payment application, chased by staff so the site does not have to.
Your line of work not here? Tell us what you'd hand over first
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