Solo UnicornCommercial Real Estate Deal Desk
Deal packaging, client materials, and stakeholder follow-up for CRE teams
What you can have running in the first 7 days
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.
5
20 min
Advanced
Organization Chart
Sales Account Strategist
Lead
Sales Proposal Strategist
Specialized Document Generator
Support Executive Summary Generator
Support Analytics Reporter
What's Included
- 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
Preview
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
Installation Guide
Get up and running in under 5 minutes.
# Install and onboard Solo Unicorn
npx solounicornclub onboard --yes
# Download and extract the template
unzip commercial-real-estate-deal-desk.zip
cd commercial-real-estate-deal-deskCompany Pack. Pay once for the asset. Upgrade to implementation only when you want higher-touch help.
Community acceleration
Bring your workflow into the Solo Unicorn community for sharper feedback, operator critique, and more visibility once the system is live.
Upgrade path
- Start with this package and validate the workflow.
- Add specialized skills or bundles once the core system is stable.
- Use the community to sharpen positioning, demos, and feedback loops.
Need this adapted to your business?
Buy the asset first if you can run it yourself. If this workflow is business-critical or needs custom implementation, move into a sprint or fractional CIO advisory instead of guessing.
Discuss implementation →Tags
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