Guides
    Managing properties & listings

    Research and contact corporate housing prospects

    Growth → Corporate Prospecting~15 min for review
    Research organizations near a property, review the strongest corporate-housing opportunities, and prepare personalized email and LinkedIn drafts without sending anything before your team approves it.

    Steps

    7 steps
    1. 1Open the property's Go Live project and find Launch Corporate Prospecting, or open Growth → Corporate Prospecting. The dashboard opens on the property with the most prospects; switch properties with the picker at the top.
    2. 2Confirm the research radius — 15 miles is the standard starting point — then click Research & prepare. The system finds nearby employers and demand sources and finds decision-makers at the strongest candidates.
    3. 3Review the results. Recommended prospects are preselected; Needs review contains possible matches that require judgment. Check the company, industry, distance, score, available contact channels, and suggested pitch.
    4. 4Remove weak matches and click Approve and prepare drafts. Only the prospects you approve move forward, and nothing is sent from the review screen.
    5. 5Work the Nearby prospects table: every company sits on the map and in the table with its tier, distance, employees, contacts and status. Click Outreach on a row for the email draft, or open the LinkedIn queue below the table, copy the approved connection note, send it from your own profile, and mark the item sent.
    6. 6Record replies and outcomes in the workspace so the Campaign status numbers and the owner's Corporate Prospecting activity reflect the work completed.
    7. 7Open the Outreach Email Log to view every pitch sent. Click on a row to see the exact message sent, including the legal footer.

    Nothing is sent from the review screen

    1Open Corporate Prospecting for the propertyOr find Launch Corporate Prospecting in the Go Live project2Confirm the radius and research15 miles is the standard start3Work the two listsRecommended are preselected; Needs review wants your judgement4Approve and prepare draftsOnly what you approve moves on — nothing leaves this screen5Edit the drafts, then sendLinkedIn notes are copied and pasted by hand on purposeRecord replies in the workspaceThat is what the owner sees as Corporate Prospecting activity.
    Research and drafting are automatic; approval is not. Only the prospects you tick move forward, and the drafts wait for you after that.

    If something's off

    • If the research returns too few useful prospects — confirm the property has a complete address, widen the radius, and run the research again.
    • If a company is relevant but no person or channel is available — leave it in Needs review and research the correct relocation, HR, travel, or housing contact before approving it.
    • If a draft sounds generic or mentions the wrong demand source — edit the message before using it and keep the pitch tied to that company's likely housing need.
    • If you are working in LinkedIn — send manually from your own account; the system prepares and tracks drafts but does not automatically operate LinkedIn.
    • If you need to verify what was sent in an email — open the Outreach Email Log and click on the email to view its content.

    Related guides

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