Proposal 02 · Business Development

Business Development Growth Initiative

AI-powered system. Smarter pipeline. Stronger results.

An AI-powered business development system that identifies, researches, qualifies, and prioritizes high-value multifamily assets for Beztak's Business Development team. Integrated with Follow Up Boss and Beztak Analytics.

Beztak-managed multifamily residential property

Integrations

Purpose-built for your existing stack

CRM

Follow Up Boss

Qualified opportunities pushed directly into the CRM your BD team already lives in.

Analytics

Beztak Analytics

Layered on top of your existing analytics and technology stack — no rip-and-replace.

Multifamily PM prospects list with fit scores, titles, and companies — Example output: qualified multifamily PM prospects, scored and enriched — pushed straight into Follow Up Boss.

Objective

Generate qualified third-party management opportunities

Generate qualified third-party property management opportunities by implementing an AI-powered business development system that identifies, researches, qualifies, and prioritizes high-value multifamily assets for the Business Development team.

Scope of Work

Five workstreams, one intelligence platform

1. Intelligent Data Foundation

Build and maintain a centralized database of multifamily properties, ownership entities, brokers, and qualified prospects in target markets.

2. AI-Assisted Opportunity Intelligence

Use AI to detect buying signals, enrich ownership data, research decision makers, and score opportunities based on defined qualification criteria.

3. CRM & Platform Integration

Push qualified opportunities directly into Follow Up Boss and leverage Beztak's existing analytics and technology stack.

4. Dashboards & API Integrations

Develop dashboards and API integrations for real-time visibility into pipeline activity, market intelligence, and BD performance.

5. Ongoing Enablement & Support

Provide continuous research, scoring, CRM optimization, and actionable intelligence so the team can focus on relationships and closing.

Data Sources

Intelligent Data Foundation

A unified pipeline aggregating and enriching signals from:

Multifamily property records
Ownership entities & principals
Broker networks & relationships
Transaction & deed filings
Loan maturities & financing events
Target market & submarket data
News, permits & public filings
Buying signals & triggers

AI-Powered Opportunity Intelligence Platform

From market signal to signed contract

Step 1

Identify

AI scans market data, transactions, and ownership trends to surface opportunities.

Step 2

Research

Enrich ownership, financials, performance, brokers, and decision makers.

Step 3

Qualify

Score opportunities using custom criteria and buying signals.

Step 4

Prioritize

Rank and route highest-potential opportunities to your team.

Step 5

Engage

Outreach, follow-up sequences, and relationship building.

Step 6

Win

Proposals, presentations, and new management contracts.

Market & Transaction Data

Ownership & Entity Intelligence

Broker Network & Mapping

Buying Signals & Triggers

AI Scoring & Prioritization

Pipeline & Performance Analytics

Team Impact

What the BD team gets back

Focus on relationships

Spend time closing, not prospecting.

Real-time buying signals

Never miss a moment of ownership change or asset movement.

Pipeline visibility

Executive dashboards for the whole leadership team.

Technology & Integrations

A modern stack, wired together

Birdeye

Reputation, reviews & messaging

YARDI

Property data, availability & leasing

CoStar

Market intelligence & comps

Engagement

Investment & terms

Engagement

Monthly Retainer

$2,900

Includes strategy, implementation, optimization, reporting, ongoing support, and development of:

✓Strategy & implementation
✓AI workflow development
✓API integrations & CRM optimization
✓Dashboards, reporting & ongoing support

Success Component

Performance incentive based on mutually agreed business objectives, including:

Qualified opportunities delivered
Management proposals submitted
Signed third-party property management contracts

Monthly retainer + performance component are capped at a maximum first-year investment of $59,000.

Ready to move forward?

Reach out to Jarbas P. Beznos to schedule a walkthrough, refine scope, or begin the engagement.

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