Aaron Denike · RealHealth Advisors, Newport Beach
Every note, call and event follow-up due across the three tools, worst first. Nothing is sent from here.
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For something the research missed. It goes on the calendar like any other event, marked as added by hand so nothing claims it was researched.
Leave the fit unrated until you know. An unrated event reads "Not rated" rather than borrowing a researched verdict.
This page cannot reach Outlook or Google Calendar. Events marked Going stay here until they are added to a calendar by hand.
Mark events Good Fit or Not a Fit. Rankings and Top Picks adjust right away. Nothing outside this page reads these marks.
Copy Note fills in these notes. {first}, {company} and {event} are replaced for each person.
Going, Skip and follow-ups are shared with everyone who uses this page.
Stay in front of about 100 past, current and future clients with a steady, personal note. Nothing is sent from here.
Paste one person per line — Name, Title, Company, Email — or choose a CSV exported from Outlook or LinkedIn. New people wait here to be sorted. Nobody gets a note until you sort them.
One person at a time is easier with Add Person at the top of the page.
Two ways in: the in-house real estate team at a small or mid cap company, or the account team at the brokerage that runs a corporate portfolio. Call first, then follow up by email. Nothing is sent from here.
Size only matters for an in-house target: a large-cap company usually hands its portfolio to a full-service provider. Leave it on Not checked until you have looked it up.
For a transaction manager, account manager or account director at the brokerage that runs a corporate portfolio. {first}, {account} and {industry} fill in for each person.
For someone who runs real estate at the company itself: Director of Real Estate, VP of Real Estate, Real Estate Manager. {first}, {company} and {industry} fill in for each person.