Detailed List of Services | Marketing Plan | Tenant Rep Plan

 

Tenant Rep Plan

 

 

Step 1 - Needs Analysis (120-60 days out)

 

·          Move-in date

·          Layout  

·          Location           

·          Expansion options

·          Size (Square feet)

·          Budget

·          Special needs

·          Renewal options

 

 

Step 2- Logistics (90-60 days out)

 

·          Attain financials             

·          Send out initial request (RFP's)

·          Complete representation letter

·          Establish a tour date

 

 

Step 3- Initial Tour & Request Proposals “RFP” (70-45 days out)

 

·          Tour 5 best sites                       

·          Review "RFP"    

·          Narrow list to 3 sites      

 

 

Step 4 - Review Proposals (60-45 days out)

 

·          Start space planning      

·          Review lease documents and legal counsel (if necessary)

·          Counter proposals

 

 

Step 5- Lease Execution & Preparing to Move (45-30 days out)

 

·          Have leases executed

·          Have vendors ready

·          Phone system & BellSouth

·          Moving company

·          Printer (stationary & business cards)

·          Notify suppliers (business machines, post office)

·          Notify customers & employees

 

 

 

Step 6 - Punch out & Follow Up (0 days out)

 

·          Tour completed space 3 days prior to move in

·          Attain & record lease documents

 

 

·          Establish a moving coordinator & date (Saturday?)