Lean Marketing

Before (Prospect)

1. My Target Market

Primary Target Market Summary

Owner-led Sydney industrial tenants facing market rent reviews who want to avoid overpaying rent and outgoings under their lease.

Audience Type

B2B
SME factory tenants in metro Sydney
SME warehouse tenants in metro Sydney
Industrial owner-operators with leased premises
Businesses referred by accountants, brokers, and advisors

Industries (if B2B)

Logistics and freight
E-commerce and fulfilment
Light manufacturing
Packaging and printing
Food production and beverage
Micro-breweries
Wholesale distribution
Trade supply and industrial services

Needs – Primary Buying Considerations

Lower occupancy costs during rent review
Ensure rent matches lease terms and market evidence
Check outgoings are charged correctly under the lease
Specialist expertise in tenant-side industrial rent reviews
Sydney metro industrial market knowledge
Clear savings case before committing
Low distraction for busy operators
Confidence in dealing with landlord claims

Demographics

Age Range: 40-55
Gender: Predominantly male
Geography: Metro Sydney, Australia
Income Level: Business owners earning mid to high six figures
Profession: Business owner, managing director, operations-led founder
Business Size: Small to mid-sized businesses, often 5-100 staff

Psychographics

Lifestyle: Hands-on operator balancing cash flow, staff, premises, and growth
What they value: Cost control, fairness, certainty, expertise, and practical advice
Pain Points: Rent hikes, unclear valuations, lease complexity, and surprise occupancy costs
Buying Behavior: Trusts referrals, responds to direct outreach, buys when review date is near
Decision-Making Roles:
Primary Decision Maker: Owner, managing director, or company director
Secondary Decision Influencers: Accountant, solicitor, commercial broker, finance manager
Support Roles: Office manager, operations manager, property administrator

Secondary Target Market (only if applicable)

Professional advisors who refer industrial tenants needing tenant-side rent review support in Sydney.
Commercial solicitors advising on industrial leases
Accountants and CFO advisors with cost-focused SME clients
Tenant-side commercial property advisors and brokers
Insolvency and restructuring advisors protecting business cash flow

2. My Message to My Target Audience

Refined Elevator Pitch

RASALAN provides Sydney factory and warehouse tenants with lower occupancy costs through tenant-only rent review expertise, so they can protect profit and plan with confidence.

Understanding Their Pain Points

Landlords may push rent beyond what the lease fairly allows
You're busy running the business, not decoding lease fine print
Unchecked rent hikes and outgoings can quietly drain profit

Transformation

Pay only the rent your lease truly requires
Feel confident, protected, and in control of occupancy costs
Keep more cash in the business and plan ahead with certainty

Unique Selling Proposition (USP)

Only valuation firm focused on tenant-side factory and warehouse reviews in metro Sydney
Specialist in industrial leases, market rent reviews, and outgoing checks
Built to protect tenants, not landlords or both sides at once

Brand Values & One-Liners

Only pay what your lease requires
Protect your profit before the rent jumps
Industrial rent reviews, done from the tenant side
We help warehouse and factory tenants hold the line
Clarity, leverage, and lower occupancy costs

Tone

Direct, sharp, and commercially grounded. Clients should feel protected, informed, and confident before they respond to a landlord.

Hero Text Idea

Flag Text: Sydney factory tenants
Main Headline: We help factory and warehouse tenants pay only what their lease requires.
Sub Headline: Facing a market rent review? We assess the lease, test the rent, and check outgoings so you don't overpay.
CTA: Book your lease review

3. The Media I Will Use to Reach my Target Market

Website

Rebuild on WordPress for trust, SEO, and easier lead capture than GoDaddy
Hero: Sydney factory and warehouse tenants pay only what lease requires
Add CTA above fold: Book lease review
Add advisor CTA: Refer a client
Create pages for factory tenants, warehouse tenants, and advisors
Add rent review timeline explainer for Sydney industrial tenants
Add savings case studies with ranges, not unsupported exact claims
Add lease review intake form with review date, suburb, rent, and lease type
Add call tracking and form tracking into Pipedrive
Track events: calls, form submits, advisor referrals, quote requests, PDF downloads
Focus mobile first; owner operators often discover help on phone during workday
Keep desktop strong for lease upload, case studies, and quote review

Paid Advertising

Prioritise Google Search over social ads on current budget
Bid on market rent review Sydney industrial tenant terms
Target keywords: tenant rent review, warehouse rent review Sydney
Target keywords: factory rent review Sydney, industrial lease review Sydney
Target keywords: check outgoings lease, industrial rent valuation tenant side
Use exact and phrase match to control spend
Geo target metro Sydney only
Run call ads during business hours for urgent review dates
Create advisor campaign for commercial solicitor and accountant searches
Retarget site visitors on LinkedIn only after traffic grows

SEO and Content

Build pages for suburb clusters: Alexandria, Marrickville, Smithfield, Wetherill Park
Publish page: What is a market rent review for industrial leases in NSW
Publish page: How warehouse tenants can challenge rent review outcomes
Publish page: What outgoings can landlords charge under an industrial lease
Publish page: Rent review checklist for Sydney factory tenants
Publish page: When to engage before a market rent review notice arrives
Optimise titles for Sydney, factory, warehouse, industrial, tenant, rent review
Add FAQ schema on review process, timing, fees, and outgoings
Create lead magnet: Industrial rent review checklist PDF
Create advisor guide: When to refer a tenant for rent review support

Social Media

Focus on LinkedIn only; low volume, high trust B2B channel fits audience
Post 2 times weekly from founder profile and company page
Share short posts on rent review traps, lease clauses, and outgoings errors
Post one monthly case breakdown with before after narrative
Publish one quarterly LinkedIn article for advisors and brokers
Use simple charts on Sydney industrial rents by precinct
DM warm advisor connections after relevant posts

Partnerships & Outreach

Prioritise accountants serving trade, wholesale, and industrial SME clients
Build referral relationships with commercial lease solicitors in Sydney
Partner with tenant rep brokers, buyer agents, and occupancy advisors
Approach insolvency and restructuring firms protecting cash flow
Network with finance brokers funding warehousing and equipment businesses
Offer co branded checklist for advisors to send clients before review dates
Create monthly advisor email: recent rent review issues seen in market
Ask top referrers for intro to 3 peers each quarter
Join local chambers in industrial hubs across Western and South Sydney

Directories

Optimise Google Business Profile for Sydney and industrial rent review terms
Join Law Society NSW consultant and supplier opportunities where relevant
List in Australian Business Lawyers and Advisors partner ecosystems if possible
Create profile on Bark and Oneflare only if lead quality can be screened
Join relevant chamber member directories in Parramatta and Western Sydney
Seek listing in commercial property advisor referral directories

Publications

Pitch guest articles to The Urban Developer on industrial rent review risks
Pitch insights to Inside Retail for warehouse and fulfilment occupier costs
Pitch to Dynamic Business on protecting SME cash flow through lease reviews
Submit commentary to SmartCompany on hidden occupancy cost increases
Approach Australian Broker for advisor focused referral articles
Offer industrial occupancy cost commentary to The Australian Financial Review

Podcasts

Pitch as guest to The Mentor with Mark Bouris on SME cost protection
Pitch to Fear and Greed Business News for practical cash flow angle
Pitch to The Deal Room Podcast on lease risk in business transactions
Pitch to From the Trenches by NAB if SME property cost topics fit
Pitch to Accountants Daily Podcast for referral partner education
Create a simple quarterly audio briefing, not a full podcast, at this stage

Offline and Local Media

Speak at CPA Australia local events on lease cost risk for SMEs
Speak at CA ANZ local events for accountants with industrial clients
Offer breakfast briefing with commercial solicitors in Sydney precincts
Attend Sydney Build and industrial property networking events selectively
Leave one page advisor briefing packs with solicitors and accountants
Mail review date checklist to businesses in key industrial estates
Sponsor small chamber breakfast in Wetherill Park or Parramatta

Online Events

Run quarterly 20 minute webinar: Facing a market rent review in Sydney
Run advisor webinar: 5 signs a client may be overpaying industrial rent
Gate webinar replay behind email capture and sync to Pipedrive
Invite accountants, solicitors, and brokers to co host sessions

Online Networking

Monitor LinkedIn groups for Australian property, logistics, and SME owners
Engage in Whirlpool small business threads only when relevant and helpful
Watch Reddit AusFinance and smallbusiness for lease cost questions
Join industry association forums for logistics, manufacturing, and brewing SMEs

Cold Outreach

Build list of Sydney industrial tenants with leases likely due for review
Call owners and ops directors in warehousing, packaging, and light manufacturing
Lead with lease review date and outgoings check, not valuation jargon
Email accountants with a one page referral trigger checklist
Send LinkedIn messages to commercial solicitors and tenant side brokers
Target suburbs with dense industrial stock and older lease bases
Use 3 step sequence: call, email case study, follow up call
Offer free initial lease scan to qualified Sydney industrial tenants

Content Recommendations

7 lease clauses that can raise your warehouse occupancy costs
What factory tenants should do before landlord rent review notice arrives
Outgoings mistakes Sydney industrial tenants should question
Why tenant side valuers matter in industrial rent reviews
How to prepare evidence before disputing a rent increase
Questions accountants should ask clients about lease review dates
Signs your warehouse rent is above market in metro Sydney
What happens if you ignore a market rent review notice

During (Lead)

1. My Lead Capture System

Lead Magnet

Industrial Rent Review Checklist PDF for Sydney factory and warehouse tenants
Purpose: capture urgent tenants before landlord notice or response deadline
Audience fit: owner operators wanting clarity fast without valuation jargon
5 Signs You're Overpaying Industrial Rent in Sydney PDF
Purpose: problem aware lead magnet for Google and LinkedIn traffic
Audience fit: busy owners worried about rising occupancy costs
Outgoings Charge Check Sheet for Industrial Leases PDF
Purpose: attract leads focused on hidden cost recovery errors
Audience fit: finance minded owners, office managers, CFO advisors
Market Rent Review Date Planner template with reminder prompts
Purpose: capture early stage tenants before review date arrives
Audience fit: operators wanting certainty and planning time
Advisor Referral Trigger Guide PDF
Purpose: capture accountants, solicitors, and brokers as referral partners
Audience fit: advisors spotting tenant risk but lacking specialist support
Gate each PDF behind short form with lease date, suburb, property type
Add optional lease upload to qualify high intent leads fast

Tripwire Offer

Free 15 min Lease Review Triage Call for qualified Sydney industrial tenants
Goal: convert urgent leads from checklist and search traffic
Require review date, annual rent, suburb, and premises type before booking
Fixed fee Lease Risk Scan at $290-$490 with 48 hour turnaround
Deliver: lease clause review, review timeline, risk flags, next steps
Credit scan fee toward full engagement if they proceed
Advisor case screen for referred clients at no cost for top partners
Use only for accountants, solicitors, and tenant reps with fit criteria

Welcome Sequence

Email 1: deliver PDF and CTA to book Lease Review Triage Call
Email 2: explain 3 rent review traps in Sydney industrial leases
Email 3: case example with savings range and outgoings issue found
Email 4: when to act before landlord notice or proposed rent arrives
Email 5: FAQ on fees, process, timing, and lease upload
Email 6: strong CTA to book call or request Lease Risk Scan
Send advisor version with referral triggers, process, and co branded offer
Trigger SMS after form submit for high intent leads who request a call
Call within 1 business hour for leads with review date under 90 days

Segmentation

Tag by audience: tenant, accountant, solicitor, broker, finance advisor
Tag by property: factory, warehouse, mixed industrial
Tag by suburb cluster: South Sydney, Inner West, Western Sydney, Parramatta
Tag by urgency: under 30 days, 31-90 days, 91-180 days, unknown
Tag by issue: market rent review, outgoings check, lease interpretation
Tag by source: referral, Google Ads, organic search, LinkedIn, cold outreach
Tag by fit: metro Sydney yes or no, industrial yes or no
Create Pipedrive stages: New Lead, Qualified, Lease Requested, Quoted, Won
Score leads higher if lease uploaded, review date known, rent over threshold

Chatbot and Automation

Replace generic contact form with guided intake form on key pages
Ask 6 fields max: review date, suburb, premises type, annual rent, issue, email
Show dynamic CTA: Book Call for urgent leads, Download Checklist for early stage
Add advisor form with client type, review timing, and intro request
Auto create Pipedrive deal and contact on every form submit
Auto assign activity: call today for urgent leads, email nurture for early stage
Send calendar link only after fit check to avoid wasted calls
Add call tracking on website and Google Ads to capture phone leads in Pipedrive
Trigger reminder email if form started but not completed within 24 hours
Use website pop up only on blog and checklist pages, not service pages

CRM and Tech Improvements

Keep Pipedrive as core CRM; build custom fields for lease review data
Add fields: review date, suburb, rent, lease type, premises type, advisor source
Add product field for service type: rent review, outgoings review, both
Build saved filters for urgent Sydney industrial leads and advisor referrals
Connect website forms to Pipedrive with source and page tracking
Track conversions: calls, downloads, lease uploads, booked calls, quotes
Create dashboard for lead source, close rate, time to quote, and revenue
Rebuild site on WordPress when budget allows for better forms and SEO
Short term on GoDaddy, use embedded Pipedrive or simple conditional forms
Add Calendly only for qualified triage calls, not all traffic

2. My Lead Nurturing System

Marketing CRM

Current platform: Pipedrive
Use Pipedrive for forms, tags, email sequences, and activity reminders
Add custom fields: review date, suburb, rent, premises type, issue, source
Add tags: tenant, advisor, factory, warehouse, urgency band, suburb cluster
Build automations via Pipedrive + Zapier or Make on current budget
Short term: embed Pipedrive web forms on GoDaddy pages
Medium term: move site to WordPress for stronger forms, tracking, and SEO
Add dashboards: lead source, quote rate, win rate, days to close

Sales CRM

Keep Pipedrive as sales CRM; fits single operator and low budget
Pipeline stages: New Lead, Qualified, Lease Requested, Quoted, Won, Lost
Add stage for Waiting on Landlord Rent Notice for delayed decisions
Auto-create deal on every form, call, or advisor referral
Handoff rule: urgent leads get same-day call task in Pipedrive
Lead score higher for lease upload, known review date, metro Sydney fit
Add lost reason fields: no timing, no fit, no budget, no response

Automated Follow-Ups

Post-opt-in tenant sequence: 6 emails over 21 days
Email 1 instantly: checklist delivery + book triage call CTA
Email 2 day 3: 3 rent review traps in Sydney industrial leases
Email 3 day 7: case study with savings range and outgoings issue
Email 4 day 10: when to act before notice or proposed rent arrives
Email 5 day 14: FAQ on fees, timing, process, and lease upload
Email 6 day 21: CTA for Lease Risk Scan or triage call
Advisor sequence: 4 emails over 21 days with referral triggers
Trigger SMS within 5 mins for call-request leads under 90 days
Call task within 1 business hour for leads under 90 days
Form-abandon trigger at 24 hours with return-to-form link
Reactivation sequence quarterly for cold leads with upcoming review dates
Quote follow-up: day 2, day 5, day 10 with objection-handling emails
Waiting stage nurture: monthly reminder until landlord notice arrives

Newsletter

Frequency: 2× monthly
Audience split: tenants and advisors
Tenant topics: lease traps, outgoings checks, review timing, case stories
Advisor topics: referral triggers, client red flags, process explainers
Include one CTA each issue: book triage or refer a client
Segment by urgency: under 90 days gets stronger CTA and case content
Segment by property: factory vs warehouse examples where possible

Retargeting & Ads

Start with Google Search only due to $0-$500 budget
Retarget visitors on Google Display only after 300+ monthly visitors
Build audiences: checklist downloaders, pricing page, lease upload starters
Exclude converted leads and non-Sydney traffic
Use ad angle: only pay what your lease requires
Run call ads during business hours for urgent rent review searches
Delay LinkedIn retargeting until traffic and budget increase

Social Media and Content

Focus on LinkedIn only; best fit for owners and advisors
Post 2× weekly from founder profile
Repurpose to company page 1× weekly
Content mix: rent review traps, outgoings errors, timing reminders
Post 1 monthly case breakdown with savings range and lesson learned
Publish 1 quarterly LinkedIn article for accountants and solicitors
Use simple charts on Sydney industrial rents by precinct
DM warm advisor contacts after relevant posts, not cold pitch blasts

Webinars and Events

Run 1 quarterly webinar: Facing a market rent review in Sydney
Keep to 20 minutes + 10 minutes Q&A
Gate replay behind form synced to Pipedrive
Run 1 advisor webinar quarterly on referral triggers
Invite accountants or solicitors as co-hosts to lift trust
Add webinar attendees to 30-day follow-up sequence

Other Nurture Channels

Use guided intake form instead of generic contact form
Ask max 6 fields: review date, suburb, premises type, rent, issue, email
Show dynamic CTA: book call for urgent, checklist for early stage
Add optional lease upload for high-intent qualification
Use Calendly only after fit check for triage calls
Add call tracking to website and Google Ads into Pipedrive
Use SMS only for urgent qualified leads, not all leads
Add advisor referral form with client type, timing, and intro request

3. Sales Conversion Strategy

Sales Process

Add 15 minute triage call for review date, lease type, rent level, suburb
Use a 1 page intake form before call to prequalify fit and urgency
Ask every lead for review notice date and landlord response deadline
Create 5 stage pipeline in Pipedrive from inquiry to paid engagement
Stages: New lead, lease under review, strategy call, proposal sent, paid
Send same day recap email with risks found and next step deadline
Offer lease review within 48 hours for qualified Sydney industrial tenants
Replace vague wait period with scheduled check ins before rent notice lands
Set reminders 90, 60, 30, and 14 days before expected review date
Book a decision call when landlord figure arrives, not open ended email waiting
Use a fixed proposal call to walk through savings logic and fee basis
Take payment on call by card or invoice with 24 hour payment deadline
Add lost lead follow up at 3, 7, and 21 days with one clear CTA
Create advisor referral path with fast track intake and status updates
Ask every lead: who else influences this decision, accountant or solicitor
Reduce friction with document checklist: lease, notice, current rent, outgoings
Preframe value as cost protection, not valuation theory or technical debate
Offer two engagement tiers: rent review only, rent review plus outgoings check

Sales Assets

Create triage call script focused on lease risk, timing, and savings potential
Create objection script for fee concerns tied to likely cost exposure
Build proposal template with issue summary, scope, timing, fee, next step
Add one page visual: market rent review timeline for NSW industrial tenants
Create lease scan SOP with 24 hour turnaround and red flag checklist
Build advisor referral sheet: when to refer and what documents to send
Create savings calculator template using annual rent and review assumptions
Add email templates for inquiry reply, recap, proposal, reminder, reactivation
Create payment request template with deposit terms and start date trigger
Prepare FAQ sheet on timing, process, evidence, fees, and outgoings review
Build comparison sheet: tenant side specialist versus general valuation firm
Create short case study PDF for warehouse and factory tenant scenarios
Add proposal insert: what happens if you do nothing before review date

Testimonials and Case Studies

Request testimonial right after savings delivered or overcharge avoided
Ask referrers for short endorsement on responsiveness and commercial clarity
Use a simple 3 question format: problem, result, why RASALAN
Publish industry specific case studies with suburb, asset type, and outcome range
Show social proof on homepage, advisor page, proposal, and follow up emails
Create a Wall of Trust with tenant and advisor quotes on site
Add one testimonial to each proposal near fee and scope section
Include anonymised case studies if clients prefer confidentiality
Capture outgoings wins, not only rent reduction stories

Conversion Rate Insights

Track lead to call, call to proposal, proposal to paid, and referral source
Set baseline conversion by source: advisor, search, cold outreach, website
Aim for 80 percent call booking from qualified inquiries
Aim for 60 percent proposal acceptance from qualified strategy calls
Review lost reasons monthly: timing, no issue found, fee, landlord settled
Tag deals by property type, suburb, review urgency, and decision maker role
Track average days from first contact to payment to reduce delay
Record estimated savings versus fee to refine pricing narrative

Urgency and Offers

Use deadline based messaging tied to review notice and landlord response dates
Message: engage before the landlord number anchors the negotiation
Offer priority review for matters with notice deadlines inside 14 days
Create fast mover incentive: free outgoings review with signed engagement in 7 days
Use limited capacity message honestly due to single operator model
Add proposal expiry of 7 days to prompt action and protect schedule
Offer advisor priority lane for referred clients with urgent review dates
Message the cost of delay in annual dollars, not generic urgency language

Guarantees and Risk Reversal

Offer fixed fee lease scan credited toward full engagement if they proceed
Promise clear go no go advice after lease review, not a paid maybe
Add service guarantee: review completed within agreed timeframe or fee credit
State independence clearly: tenant side only, no landlord conflict risk
Include scope clarity so buyers know exactly what is covered and excluded
Offer staged engagement to lower commitment on first step

Shock and Awe

Send a branded printed lease review checklist to high value advisor partners
Mail a one page rent review deadline planner to qualified prospects
Include a handwritten note with advisor thank you packs each quarter
Send a short personalised video walking through 2 lease red flags before proposal

After (Customer)

1. How I Deliver a World Class Experience

Onboarding Experience

Send a same-day intake email with checklist, timeline, and key dates
Include a 1-page "What happens in a rent review" guide in plain English
Request lease, landlord notice, and outgoings schedule via secure upload link
Book a 20-minute kickoff call within 2 business days
Create a Pipedrive stage for each milestone with automated reminders
Send a short video explaining the review path and likely decision points
Confirm scope in writing: rent review, outgoings check, savings estimate
Give clients a single point of contact to avoid handoff confusion

Communication Cadence

Send a status update every 7 days, even if waiting on landlord data
Use email for records, phone for key strategy calls, SMS for urgent alerts
Send a "landlord notice received" response within 1 business day
Provide a traffic-light update: on track, action needed, waiting on landlord
Flag deadlines 14 days and 3 days before any client action is due
Send a same-day summary after each call with actions and owner
Use templated progress emails to stay consistent and fast

Client Education

Create a short FAQ on market rent reviews for Sydney industrial tenants
Share a one-page guide on common landlord claims and how to test them
Explain lease clauses in plain English, not valuation jargon
Provide a checklist: documents to gather before replying to landlord
Send a brief video on outgoings errors owners should watch for
Give clients a sample response email for landlord follow-up requests
Build a small library of past issue types by property use case

Personalized Touches

Mention the client's suburb, industry, and premises type in updates
Send a handwritten thank-you card after the matter is completed
Celebrate savings wins with a tailored "profit protected" email recap
Note referral source and thank both parties with personal messages
Mark review completion with a branded summary folder clients can keep
Send a check-in 90 days later asking if new occupancy issues surfaced

Visuals and Documentation

Deliver a clear savings summary with best case, likely case, floor case
Use side-by-side tables: landlord position vs lease support vs our view
Highlight key lease clauses with plain-English notes beside each excerpt
Provide an outgoings review sheet showing errors, risks, and next steps
Use branded PDF reports that are easy to forward to advisors
Include a final decision pack with evidence, rationale, and action plan
Archive all key docs in a client folder with consistent naming

Feedback and Proactive Support

Ask for a quick pulse rating after kickoff and after final delivery
Trigger a follow-up call if rating is below 8/10
Log objections, delays, and surprises in Pipedrive for process fixes
Review open matters weekly for silent risks and missed landlord deadlines
Send a "what to do next" note if the landlord changes tactics mid-process
Offer a post-matter debrief to improve the next lease event
Request a testimonial only after a clear win or strong client feedback

Guarantee or Promise

Promise clear advice in plain English within 5 business days of file review
Promise proactive deadline reminders so clients are not caught off guard
If timing slips due to us, include a priority review call at no charge
No vague reports: every recommendation ends with a next action

Operational Excellence

Reply to all client emails within 1 business day
Keep meeting windows tight: start on time and finish with action list
Use consistent templates for quotes, updates, and final reports
Maintain a live key-dates tracker for every active review
Store all lease dates, contacts, and notes inside Pipedrive
Pre-build email templates for advisors, landlords, and client follow-ups
Use secure document collection and version control for all files
End every matter with referral prompt, review date reminder, and archive

2. How I Increase Customer Lifetime Value

Upsells & Cross-Sells

Add lease expiry risk scan for future options, make good, and relocation exposure
Add annual outgoings audit for each leased site to catch overcharges early
Add lease interpretation memo for disputed clauses affecting rent or outgoings
Add negotiation support package for landlord and valuer correspondence
Add multi site portfolio review for tenants with 2 plus premises
Add pre review strategy session 6 to 12 months before each review date
Cross sell advisor ready savings report clients can share with accountant or broker

Bundling & Packaging

Create 3 tiers: Review Only, Review Plus Outgoings, Full Occupancy Cost Protection
Bundle market rent review with 12 month outgoings check at a fixed package price
Offer multi site bundle with per site discount after the first location
Package annual lease calendar plus review alerts with every engagement
Create retained advisor package for clients with several leases across Sydney

Loyalty & Retention Programs

Add priority file handling for returning clients facing tight landlord deadlines
Give returning clients a fixed fee credit on their next lease review matter
Offer loyalty pricing for second and third site reviews within 24 months
Provide quarterly occupancy cost check in for past clients with active leases
Send lease milestone reminders at 12, 6, and 3 months before review dates

Custom Services and Personalization

Build a client lease register with review dates, options, and notice deadlines
Deliver a custom occupancy cost dashboard for each site and lease event
Offer director briefings with clear rent range, savings target, and next steps
Provide white glove document collection from landlord, agent, and legal files
Create industry specific evidence packs for logistics, manufacturing, and food users

Pricing Strategy

Introduce annual retainer for clients with recurring reviews or multiple sites
Price retainers by site count and review frequency, not hourly effort
Offer annual prepay with 10 percent savings for portfolio clients
Set minimum fee for review matters to protect margins as referral volume grows
Raise premium tier pricing for urgent matters with less than 30 days notice
Benchmark Sydney tenant rep and valuation fees, then lift prices if win rates hold
Add success fee band where savings exceed an agreed threshold

Customer Data and Insights

Track every client lease review date in Pipedrive with automated reminder stages
Add fields for site count, lease type, landlord, review method, and expiry date
Tag referral source and advisor type to spot best retention and expansion paths
Log quoted savings, actual savings, and outgoings issues found by matter
Build a 90 day follow up workflow after each job to surface other lease risks
Review lost deals for timing, fee objection, and perceived savings gap
Create a past client list by next review date and contact 9 months in advance

3. How I Orchestrate And Stimulate Referrals

Referral Incentives

Referring advisor gets $500 gift card after paid client engagement
Alternative reward: donate $500 to advisor's chosen charity
Referred tenant gets free lease and outgoings check pre engagement
Referred tenant gets priority review slot during rent review periods
Client to client referrals get $500 fee credit on next matter if eligible

Shareable Assets

One page advisor referral sheet with who to refer and when
Email template for accountants to intro RASALAN in 30 seconds
LinkedIn message template for brokers and solicitors
Short case study PDF showing savings and process
Simple landing page for advisor referrals with source tracking
Digital referral card with book a lease review CTA
Pipedrive template email for staff follow up after introductions

Timing and Triggers

Ask after client wins lower rent or disputed outgoings result
Ask when client thanks you for savings or clarity
Ask advisors after first successful referred matter closes
Trigger referral ask at invoice paid and outcome summary sent
Add Pipedrive stage: Referral ask due after successful engagement
Send advisor update within 24 hours of referred client engagement
Re ask every 6 months with fresh case study and reminder

Client Success Stories

Create 3 short case studies by industry and suburb
Focus stories on savings, speed, and reduced landlord pressure
Use numbers where possible: rent reduced, outgoings corrected, cash saved
Turn each case study into PDF, email snippet, and LinkedIn post
Ask happy clients for 2 line testimonial after outcome delivered
Include why they acted, what RASALAN found, and business impact

Partner or Affiliate Programs

Build a 12 partner referral list: accountants, solicitors, brokers, CFO advisors
Position as tenant protection specialist for Sydney industrial clients
Offer co branded lease review checklist for partners to share
Give each partner a unique referral source in Pipedrive
Send monthly partner email with one case study and one trigger to watch
Run 15 minute partner briefings on when to refer a tenant
Prioritise partners serving logistics, manufacturing, and wholesale SMEs

Thank-You Experience

Send handwritten thank you note to every referring advisor
Mail premium coffee or lunch voucher for first referral
Send outcome summary showing value created for their client
Recognise top referrers privately with quarterly thank you gift
Invite top partners to a short market update call each quarter

RASALAN

Your 1-Page Marketing Plan is Ready!