Partner Guide
Reconciliation Season Pipeline Calendar
A 12-month pipeline calendar that aligns partner outbound with the Q1 and Q2 reconciliation surge.
Most CAM reconciliations land in Q1 or early Q2. Partners who wait until clients call have already lost the audit-window race. This calendar lays out a 12-month pipeline rhythm: outbound timing, content cadence, capacity planning, and the cutoff dates that decide whether a tenant can still object to a prior-year reconciliation.
Inside the guide
- A month-by-month pipeline cadence across the reconciliation cycle
- Outbound timing tied to typical landlord reconciliation delivery dates
- Capacity planning for the Q1 and Q2 surge without overcommitting