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CRM and relationship management
4
3
4
| Name | Company | Title | Type | Stage | Portfolio | Last Contact | Follow-up | Pain Pts |
|---|---|---|---|---|---|---|---|---|
| Michael Turk | Turk Development Group | Managing Partner | prospect | engaged | 8 props | 2024-08-15 | 2024-09-05 | 2 |
| David Reich | Reich Hospitality Partners | Principal | prospect | active | 5 props | 2024-08-20 | 2024-09-10 | 2 |
| Sarah Chen | Chen Law Group | Partner, Real Estate | vendor | warm | — | 2024-07-28 | 2024-09-15 | |
| James Williams | Summit REIT | VP, Asset Management | prospect | cold | 22 props | 2024-06-15 | 2024-09-20 | 2 |
| Contact | plan audit | jurisdiction | bid normalization | covenant monitor | marketing |
|---|---|---|---|---|---|
| Michael Turk | 3 | 2 | |||
| David Reich | 4 | 2 | |||
| James Williams | 3 | 2 |