Record the client's actual requirements
Separate firm requirements from preferences and open questions, using the client's own confirmed brief. Do not promote a tentative idea into a condition that excludes a property. Keep revisions dated so the team knows which comparison basis is current.
Keep property facts tied to sources
For each candidate, record the value, source and date of the relevant information. A missing field stays unknown. Marketing descriptions, plans and professional reports can support different claims; the assistant should not turn one into evidence of legal use or technical suitability.
Prepare the next enquiry
Group unanswered questions by the person who can resolve them. Keep the enquiry specific to a candidate and requirement. The resulting packet can support a viewing or discussion without recommending an investment or interpreting a lease.
Work you can get help with
Illustrative scenario using sample information.
Record the client's actual requirements
- What you provide
- Confirmed requirement brief and dated changes.
- The useful result
- A comparison checklist with required, preferred and unresolved fields.
- When the task is complete
- The client-facing lead confirms the working brief.
Keep property facts tied to sources
- What you provide
- Candidate property records, source dates and requirement fields.
- The useful result
- A source-linked comparison with unknowns visible.
- When the task is complete
- The responsible team verifies the material facts with appropriate sources.
Prepare the next enquiry
- What you provide
- Comparison gaps and responsible contacts.
- The useful result
- A focused question list for the next property discussion.
- When the task is complete
- The team records the responses and updates the checked comparison.
Questions you may have
Can the comparison establish permitted use?
No. Obtain the appropriate local and professional evidence for that question.
Can the assistant recommend the best investment?
This workflow prepares information and gaps. It does not give an investment recommendation.
Sources and further reading
- Commercial Tenant Site Selection: A Practical Checklist Before You Sign a Lease
The author proposes recording tenant requirements, comparing properties using the same criteria, and noting facts, open questions, and assumptions that still need confirmation.
This is the author's recommended method, not evidence of a representative industry process. The page does not show a complete register of sources for property information; it is not an investment recommendation.
2026-11-04
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