First it organizes your deal flow along a precise continuum from Potential, to Prospective, to Possible, to Probable, to Predictable and to Actual. Client/asset entries are added directly from TSL, or by import from HomeBase. In the course of the day to day work opportunities emerge to move deals from one level to another from meeting scheduled to deal completed and repeat business or referrals have been obtained.

We can tell a lot about the client including critical information and that or others who have an influence on their choices. We can tell their location on a Map, the status of the deal process, the level of client relationship RWT (Radish, Wheat, Tree), probability CLU (Certain, Likely Uncertain) of the client/asset entry moving forward toward completion. We can calculate income, identify who is the lead agent and who is the sourcing agent whether they are same or different.

In Script we are able to generate scripts for each transnational event including initial contacts, exploratory meetings, full presentations, project launch meetings, transaction management meeting as well as deal completion meetings and post-closing celebration events. With the Strategic Advisory Program (SAP) we are able to launch an initial analysis, a more detailed analysis that looks into operations, conditions, demand with an opinion of ​value. The SAP program also lays the foundation for a Full Marketing Proposal in case of the sale of an asset.

With this tool in full swing, you can see the flow of deals along the transactional continuum from potential, to prospective, to possible, probable, predictable and actual. You are in a position to know where to put your attention and what choices need to be made in the moment. This is because you not only know where a client/asset entry stands along the transactional continuum, you also can see each entry from the perspective of income, client status, probability and timing. Another benefit is that the CPD feeds the actual income for each phase of the transactional continuum into the Tactical Game Designed (TGD).

When you see a program that appeals to you, put it on a wish list. You will be contacted to join a wait list and when that fills-up we will launch a program. Before you begin our programs we will work with you to design a learning process that will suit your unique learning needs. This learning process design will take into consideration factors including pacing, volume of information, scheduling, budget and your industry and professional focus. These factors will tell us whether you learn best from an appropriate configuration of work in a group setting, private work and/or need virtual work.

When a sufficient number join our wish list, a day and time of the week will be set. When our wait-list is full we will launch the group program. Before you begin our programs we will work with you to design a learning process that will suit your unique learning needs. This learning process design will take into consideration factors including pacing, volume of information, scheduling, budget and your industry and professional focus. These factors will tell us whether you learn best from an appropriate configuration of work in a group setting, private work and/or need virtual work.