Accounting Firms
A week-by-week CAM audit launch checklist for CAMAudit partners. Build a list, send outreach, run calls, collect documents, quote the first review, and set the next step.
Use this when you want to sell your first CAM audit.
CAMAudit partners can use it as a first month plan.
Do not start with a huge campaign.
Start with a small list.
Ask for the lease and CAM statement.
Quote only after you see enough facts.
This plan gives you one month of work.
Pick one lane for the first month.
Do not sell to every tenant type at once.
| Lane | First list | First message |
|---|---|---|
| Existing clients | Clients with retail, medical, office, or franchise leases | "Can we check your latest CAM statement against the lease?" |
| Referral sources | CPAs, brokers, attorneys, franchise advisors, and bookkeepers | "Do your clients ask about CAM or NNN bills?" |
| Local list | Tenants in centers, office parks, and industrial parks | "We help tenants check pass-through charges against the lease." |
Use existing clients if you have them.
Use referral sources if your client list is small.
Use a local list only after you know your message.
Your goal is 25 names.
Use names you can reach.
Do not buy a giant list.
| Day | Task | Done when |
|---|---|---|
| Monday | Pick one starter lane | You can name the first 25 people |
| Tuesday | Add company, contact, email, and lease hint | Each row has a reason to ask |
| Wednesday | Mark each as client, warm referral, or cold | You know which message to send |
| Thursday | Learn the basic words | You can explain CAM, NNN, and reconciliation |
| Friday | Screen out weak files | You remove gross leases, tiny bills, and legal-first requests |
CAM means common area maintenance.
NNN means the tenant pays base rent plus pass-through charges.
A reconciliation is the year-end bill from the landlord.
An audit right is the lease clause that lets the tenant ask questions.
You do not need to sound like a lawyer.
You do need to ask for the lease.
Your goal is 25 sends and 5 replies.
Send short notes.
Ask one question.
Do not promise a finding.
| Day | Task | Done when |
|---|---|---|
| Monday | Send 10 warm notes | Each note asks about a CAM statement |
| Tuesday | Send 10 referral notes | Each note asks for one tenant intro |
| Wednesday | Send 5 local notes | Each note names the property or charge type |
| Thursday | Follow up with document ask | You ask for lease, amendments, and CAM statement |
| Friday | Book calls | Each call has a file or clear next step |
Subject: Quick CAM statement check
Hi [Name],
Do you have a recent CAM or NNN reconciliation for [Property]?
We can compare the bill to the lease and show what looks supported.
The first pass needs the signed lease, amendments, and latest statement.
Worth checking before the audit window gets too old?
Hi [Name],
Quick question.
Do any of your tenant clients ask about CAM, NNN, tax, or insurance charges?
We help partners review those bills against the lease.
We do not promise recovery.
We look for support, math issues, and lease conflicts.
If one client has a recent statement, I can help screen it.
Your goal is 3 qualified files.
The call should be short.
You are not teaching CAM law.
You are finding out whether the file is worth review.
Ask these questions in order:
If the prospect cannot answer question 5, pause the quote.
Ask for the documents first.
| Score | What it means | Next step |
|---|---|---|
| A | Lease, CAM statement, meaningful charge, and time left | Quote a paid review |
| B | Good charge size, but documents are missing | Sell or run document cleanup first |
| C | Small charge, weak rights, or unclear lease type | Offer a narrow screen or walk away |
| D | Legal dispute already started | Refer to counsel before review scope |
Keep the score private.
Use it to decide the next step.
Your goal is 1 paid review in motion.
Use the pricing worksheet before you send a fee.
State the scope in writing.
Name what is outside scope.
| Day | Task | Done when |
|---|---|---|
| Monday | Score all open files | Each file has A, B, C, or D status |
| Tuesday | Send one quote | The scope, fee, documents, and timeline are clear |
| Wednesday | Confirm documents | You have the lease, amendments, statement, and backup |
| Thursday | Start the review | The client knows the review start date |
| Friday | Set update date | The client knows when they will hear from you |
Hi [Name],
Based on the lease and 2025 CAM statement, we can review the charges against the lease.
Scope:
- Lease and amendment review
- CAM statement review
- Findings report
- Review call with your team
Outside scope:
- Legal advice
- Talks with the landlord
- Tax appeal work
If you approve, we will start on [Date].
We will send the first update by [Date].
Track the same numbers each day.
| Metric | Daily target | Why it matters |
|---|---|---|
| Names added | 5 | Keeps the list from going stale |
| Messages sent | 5 | Builds enough at-bats to learn |
| Replies | 1 | Shows whether the words work |
| Documents requested | 1 | Moves from talk to facts |
| Calls booked | 1 per week | Creates quote chances |
| Quotes sent | 1 by day 30 | Tests the offer in the market |
Do not count likes or page views.
Count document movement.
Walk away or pause when one of these shows up:
A no-quote decision protects your time.
It also protects the client.
You do not need a big launch.
You need a real first month.
By day 30, aim for:
If you hit those numbers, you have a base.
Now improve one part at a time.
Fix the list.
Fix the message.
Fix the call.
Fix the quote.
Write down what happened.
Do not wait for a perfect case study.
Use this short note:
We reviewed a tenant CAM statement against the lease.
The work showed where the bill had support and where the client needed more backup.
The client now has a clear findings report and a better question list for the landlord.
Then ask for one referral:
Do you know one tenant who got a CAM, NNN, tax, or insurance reconciliation this year?
We can screen the file before they spend time on a full review.
After that, use the full partner marketing guide to plan the next campaign.
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