Partner guide

CAM Audit Discovery Call Script

A branching call script partners use to qualify tenant fit without giving away the analysis.

PDF guide

A discovery call should end with a clear next step, not a partner 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

  1. Opening, qualifying, and closing question sets with branching logic
  2. Probes tuned to gross-up, base year, management fee, and pro-rata exposure
  3. Closing language that proposes a clear engagement instead of a free read