Retail, Offices & Commercial Real Estate

Winning Business: Lead Generation & Client Development

Build a durable business development system for commercial brokerage: define a patch and own it, prospect with market insight rather than pleas, grow referrals and professional reputation, and convert interest into signed mandates.

Intermediate
4 modules 16 lessons 4 exercises
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Curriculum

01

The Broker's Pipeline

Deals come from a system, not luck: pipeline stages from suspect to closing, choosing a patch you can own, and the activity maths that connects daily effort to signed mandates.

Deals Come from a System, Not LuckReading
Pipeline Stages: From Suspect to ClosingReading
Picking Your Patch and the Maths of ActivityReading
Exercise: Define Your Patch and Build a 90-Day Pipeline PlanExercise
02

Prospecting That Works

Canvassing landlords, occupiers and developers with a reason to talk: market intelligence as the door-opener, insight-led outreach, and disciplined work on expiries, transactions and databases.

Canvassing with a Reason to TalkReading
Cold Outreach That Leads with InsightReading
Working Expiries, Transactions and Your DatabaseReading
Exercise: Write Three Insight-Led Outreach MessagesExercise
03

Referrals, Reputation & Presence

Turning every completed deal into the next two: referral systems with adjacent professionals and a credible market presence that earns inbound calls without gimmicks.

Turning Every Deal into the Next TwoReading
Referral Systems: Lawyers, Bankers and the Deal EcosystemReading
A Professional Presence That Earns Inbound CallsReading
Exercise: Map Your Referral Network and Activate ItExercise
04

Converting Interest into Mandates

The pitch meeting and the mandate proposal: scoping, exclusivity and fee conversations without underpricing, qualifying hard, and keeping clients between deals.

The Pitch Meeting and the Mandate ProposalReading
Scoping, Exclusivity and the Fee ConversationReading
Qualifying Hard and Keeping Clients Between DealsReading
Exercise: Prepare a Mandate PitchExercise

Course assessment

Winning Business — AssessmentPass 70%

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