Partner Guide
CAM Audit Discovery Call Script
A branching call script partners use to qualify a tenant in 20 minutes without giving away the analysis.
A discovery call should end with a clear next step, not a free audit summary. This script gives partners a branching question set tied to lease type, the questions that matter for management fee, gross-up, and base-year stacks, and the language that converts curiosity into a paid engagement instead of a pro-bono review.
Inside the guide
- Opening, qualifying, and closing question sets with branching logic
- Probes tuned to gross-up, base year, management fee, and pro-rata exposure
- Closing language that proposes a clear engagement instead of a free read