A market report that tells the broker who to call

An industrial broker wins when an owner who has been reading the market for years finally decides to sell or lease, and calls them first. The account is built around that: useful monthly data, sent carefully to each submarket, with every open, click and report view turned into a signal the broker can act on the same day.

• A Market View Data Dashboard (9 pages) and a 37-page market-report site publish monthly available-space data by submarket, for sale and for lease.
• A market-report survey writes the figures into dozens of fields, such as total square feet available for sale in each county. The account has 281 custom fields in 16 folders.
• Every monthly email has an institutional version and a broker-network version, and each campaign gets a resend to unopened two days later.
• Separate sign-up and "home" forms exist for each submarket, so every lead arrives already labelled.

• Every month gets its own workflow folder, January to July 2026. Inside, one workflow per audience is bulk-enrolled: institutional investors across Southern California, two city segments, North Orange County, and past clients.
• Each one starts with Drip mode: batches of 100 contacts every 10 minutes, then sends the email.
• The same pattern sends a ringless voicemail to North Orange County owners, which reached 820 people in July.

• The dashboard pages carry hidden tracking forms for each submarket × building-size band × sale or lease view.
• Each combination has its own small workflow, for example 30K–50K Sale Report Viewer Tracking (NOC): form submitted → add tag mvr_30-50k_noc_sale.
• Folders exist for All SoCal, Inland Empire, Inland Empire broker network, Mid-Counties OC, North OC, Orange County, South OC and the home-page forms.

• Two always-on workflows add +1 point per email open and +3 points per click.
• When the score changes, or an email event arrives with a score above 3, the call-list workflow waits, re-checks the score in an If/Else, and creates a manual call task.
• A Go To step loops back after a wait, so a contact stays on the list for as long as the score stays high.
• The Daily Call List pipeline tracks each call: today's list, not connected or voicemail, connected and interested, no interest, call back, invalid number.

• A GPT-4o action writes a 90–120 word email from the owner's first name, property address, purchase date and years owned: a congratulation, one or two fun facts from the purchase year, and a short market insight in the broker's style.
• The prompt sets GPT up as a copywriter for 10,000–100,000 sq ft warehouse and industrial property in three Southern California counties. A custom memory key with chat history tells it never to repeat earlier content.
• The draft is stored in a contact field, then split by channel: email, plus a GPT-written SMS only for contacts tagged mobile.
• Owners who prefer mail are assigned to the broker with a task: print & send Buildingversary letter.

• The invitation outreach reached 3,467 contacts, link clicks were tracked (714), and a follow-up ran for 97. Those pre-event workflows are switched off now.
• Still live: a retargeting update (157) that emails first, waits one minute, then texts only contacts tagged mobile, plus registration (26) and a live-stream option.
• A story-led Black Friday outreach reached 2,676 owners with the same drip-then-send pattern.

• The Prop 19 sub-account runs an Owners' Brief funnel, a 2-page summary funnel and 8 forms, including a 2-step Prop 19 form.
• Form submission (17): internal email and SMS alerts, a one-minute wait, then the 2-page summary email to the owner.
• Order sync: the 2-step form adds a prop19 tag and copies the contact into the main brokerage sub-account. There, a tag trigger creates an opportunity in the Prop 19 pipeline. Nobody re-enters the lead.

Most of the 73.5K enrollments come from scoring and list sends: thousands of owners reading the report each month. The deal pipelines are small and valuable, with a few buildings worth several million dollars each. That is normal for industrial brokerage: a long, wide top of funnel and a narrow, high-value bottom.

No sub-account uses a custom object. Property details sit in a Property Info field group on the contact. A Properties object linked to contacts is the natural next step, so that one owner can hold several buildings and the anniversary and report-tracking workflows can run per building.