Company Packs
Commercial Real Estate Deal Desk
Deal packaging, client materials, and stakeholder follow-up for CRE teams
// First 7 days
What can be running fast.
01
Get a ready-to-run system that replaces blank-page setup.
02
Ship a usable package with 8 included files and working structure.
03
Move from purchase to first setup in about 20 min.
// Included files
What is inside the package.
Description
What is Commercial Real Estate Deal Desk?
A commercial real-estate operations template for brokerages, advisory firms, and investment teams that need cleaner deal packaging, proposal support, and multi-stakeholder coordination.
Upgrade path
- 01Start with this package and validate the workflow.
- 02Add specialized skills or bundles once the core system is stable.
- 03Use the community to sharpen positioning, demos, and feedback loops.
name: commercial-real-estate-deal-desk
version: "1.0"
description: A commercial real-estate operations template for brokerages, advisory firms, and investment teams that need cleaner deal packaging, proposal support, and multi-stakeholder coordination.
agents:
- id: sales-account-strategist
role: "Account Strategist"
prompt_file: "agents/sales-account-strategist.md"
source_skill: "sales/sales-account-strategist.md"
- id: sales-proposal-strategist
role: "Proposal Strategist"
prompt_file: "agents/sales-proposal-strategist.md"
source_skill: "sales/sales-proposal-strategist.md"
- id: specialized-document-generator
role: "Document Generator"
prompt_file: "agents/specialized-document-generator.md"
source_skill: "specialized/specialized-document-generator.md"
- id: support-executive-summary-generator
role: "Executive Summary Generator"
prompt_file: "agents/support-executive-summary-generator.md"
source_skill: "support/support-executive-summary-generator.md"
- id: support-analytics-reporter
role: "Analytics Reporter"
prompt_file: "agents/support-analytics-reporter.md"
source_skill: "support/support-analytics-reporter.md"
workflows:
- id: deal-package-review
trigger: opportunity.updated
actions:
- refresh-stakeholder-map
- prepare-property-summary
- draft-proposal-pack
- send-next-step-brief
// Community acceleration
Use the room after the purchase.
Bring your workflow into the Solo Unicorn community for sharper feedback, operator critique, and more visibility once the system is live.
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