Case study·CRE advisory

Advisor briefing from CRM and documents

From a morning prep scramble — to a reviewed advisor brief in the inbox by 7am

49%
Pre-meeting prep time reductionFrom ~45 minutes to ~23 minutes per advisor per meeting
“It remembered the deal history better than my inbox did.”
Client Advisor · UK CRE advisory firm
UK CRE advisory firm·10-person pilot team across one practice line·4-week pilot·United Kingdom
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01Pilot envelope
Pilot length4 weeks
First signal3 days
First ROI21 days
Team alongside4 seats · 2 colleagues

4-week client-prep pilot; linked client, property and document context; output remained read-only and advisor-approved.

02What it owns
Reports toPractice Director, with the lead advisor approving each individual brief.
Owns
  • Pre-meeting brief — assembled the evening before with linked client, property and document context
  • Deal history timeline — every claim links back to the source email, note or document
  • Open action register — tracked across deals, with named owners and due dates that roll forward between meetings
  • Document context — surfaces the latest OMs, lease abstracts and prior reports relevant to the meeting
  • Post-meeting log — drafts the call recap into Salesforce for advisor approval
Does not do
  • Client-facing email — drafts only, never sends without advisor approval
  • Salesforce writes — proposes updates; advisor approves before write
  • Fee or pricing advice — surfaces precedent only; advisor decides
Done looks like

Advisors walk into client meetings with the deal history, the documents and the open actions already linked — and never lose the thread between two advisors on the same client.

03The team
AI teammates2
OwenReads Salesforce, the client thread and prior briefs every evening, drafts the next day's advisor brief and links every claim to source.
SaraTracks open actions across deals and meetings, rolls them forward, and surfaces what's overdue before each client touchpoint.
Human team4
  • 5 Client advisorsAdvisory
  • 2 Practice directorsLeadership
  • 2 AnalystsAdvisory
  • Salesforce administratorOperations
04Connected stack
SalesforceOutlookSharePointMicrosoft TeamsWordOneDrive
05What it returned
49%Pre-meeting prep time reductionFrom ~45 minutes to ~23 minutes per advisor per meeting
27Open actions recoveredInherited from prior meetings during the first three weeks
60%Duplicate client-context requests avoidedFewer 'can you remind me what we agreed' threads inside the team
  • Day 0
    Co-ordinator sessionStakeholders, pilot meetings, app inventory and the first three answerable briefing questions agreed in one call.
  • Day 3
    First reviewed briefSalesforce + Outlook + SharePoint joined; Owen drafts the first read-only brief for one advisor's meeting.
  • Day 8
    Read-only goes liveBriefs land in advisor inboxes the evening before each pilot meeting; advisors correct two field-level mappings.
  • Day 14
    Action register activatedSara starts rolling open actions forward between meetings; the practice director approves the first cross-deal action review.
  • Day 21
    ROI reviewSponsor signs off on three baseline metrics and approves expansion to a second practice line.
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Each design-partner pilot starts the same way: one workflow, the minimum useful context, and a first ROI signal measured in days.

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