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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.

company.yaml
agents/sales-account-strategist.md
agents/sales-proposal-strategist.md
agents/specialized-document-generator.md
agents/support-executive-summary-generator.md
agents/support-analytics-reporter.md
workflows/deal-package-review.yaml
README.md

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.

solo-unicornclaude-code

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.
Previewcompany.yaml
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.

Discuss implementation