Partner CAM audit one-pager template

Partner CAM audit one-pager template

A one-pager has one job.

It helps the client understand the review well enough to send documents.

Do not make it a brochure about software. Do not make it a legal warning. Do not make it a long CAM lesson.

Make it a simple leave-behind your firm can send after a call or attach to an outreach email.

One-page layout

Use this order:

1. Headline
2. One-sentence problem
3. What the review checks
4. Why timing matters
5. Documents needed
6. What the client receives
7. What is not included
8. Next step

Keep each section short. A busy CFO or owner should get it in two minutes.

Header block

Use your firm logo and contact details.

Headline:

"Are your CAM charges following the lease?"

Subhead:

"A document-based review of landlord pass-through charges for commercial tenants."

Small note:

"Prepared by [Partner Firm Name]"

Do not lead with CAMAudit if you sell under your own brand.

Problem block

Use this copy:

"Most commercial tenants pay more than base rent. They also pay shared property costs such as CAM, taxes, insurance, utilities, management fees, and repairs. Each year, the landlord sends a statement showing those charges. The lease controls what can be billed and how the tenant share should be calculated."

Then add:

"The review checks whether the statement follows the lease."

That sentence is the core offer.

What the review checks

Use this section:

"We compare the lease, amendments, and landlord statements to look for charges that may need correction, backup, or further review."

Common review areas:

• Charges the lease may exclude
• Management fee calculations
• Tenant pro-rata share
• CAM cap treatment
• Base year treatment
• Gross-up calculations
• Tax, insurance, or utility pass-throughs
• Missing backup for large charges

Keep the list broad. The one-pager should not teach every rule.

Why timing matters

Use this copy:

"Many leases give tenants a limited time to ask questions, request backup, or dispute an annual reconciliation statement. The window often starts when the statement is received. A quick review helps the client understand whether the file deserves more attention before that window closes."

Avoid fear language.

Use words like window and review. Skip "you are running out of time." Only use it when you know the real deadline.

Documents needed

Use a clean list:

• Lease
• Amendments
• Current CAM reconciliation
• Prior-year CAM statements, if available
• Tax, insurance, or utility statements, if billed separately
• Rent ledger or recent invoices
• Landlord backup already received

Add this line:

"Invoices alone are not enough. The lease and reconciliation statement are needed to check the bill."

That saves the partner from bad intake.

What the client receives

Use this copy:

"If the file is ready for review, the client receives a findings packet that may include reviewed charge categories, source document references, lease section references, estimated billing differences where supported, backup requests, and recommended next steps."

Add the boundary:

"The findings packet is a financial and document review. It is not legal advice."

What is not included

Use this box:

"This review does not include legal advice, rent withholding advice, legal demand letters, litigation support, or landlord negotiation unless those services are separately agreed in writing. Counsel should review rights-sensitive next steps."

This section should be visible. Do not hide it in small print.

Next step

Use this CTA:

"Send the lease and current reconciliation statement."

Support copy:

"We will confirm whether the file is ready for a paid CAM audit review, whether any documents are missing, and what the review would cover."

Button or link label:

"Send documents for review"

If this is a PDF, use:

"Reply to this email with the lease and current reconciliation statement."

Full one-pager copy

Use this version as your first draft.

"Are your CAM charges following the lease?

Most commercial tenants pay more than base rent. They also pay shared property costs such as CAM, taxes, insurance, utilities, management fees, and repairs. Each year, the landlord sends a statement showing those charges. The lease controls what can be billed and how the tenant share should be calculated.

Our review checks whether the statement follows the lease.

We compare the lease, amendments, and landlord statements to look for charges that may need correction, backup, or further review. Common review areas include excluded charges, management fee calculations, pro-rata share, CAM caps, base year treatment, gross-up calculations, tax and insurance pass-throughs, utility charges, and missing backup.

Timing matters. Many leases give tenants a limited time to ask questions, request backup, or dispute an annual reconciliation statement. The window often starts when the statement is received.

Documents needed: lease, amendments, current CAM reconciliation, prior-year CAM statements if available, tax or insurance statements if billed separately, rent ledger or recent invoices, and landlord backup already received. Invoices alone are not enough. The lease and reconciliation statement are needed to check the bill.

If the file is ready for review, the client receives a findings packet that may include reviewed charge categories, source document references, lease section references, estimated billing differences where supported, backup requests, and recommended next steps.

This is a financial and document review. It is not legal advice. It does not include rent withholding advice, legal demand letters, litigation support, or landlord negotiation unless separately agreed in writing. Counsel should review rights-sensitive next steps.

Next step: send the lease and current reconciliation statement. We will confirm whether the file is ready for a paid CAM audit review, whether any documents are missing, and what the review would cover."

Short email to send with it

Subject:

"CAM review one-pager"

Body:

"I attached a short overview of the CAM review.

The simple version: we compare the landlord statement to the lease and look for charges that may need correction, backup, or further review.

The first step is the lease and current reconciliation statement. If you send those, we can confirm whether the file is ready for a paid review."

One-pager checklist

Before sending, check:

The one-pager should make the next step easy.

That is enough.