Tampa Real Estate Workflow

1 Contact context

Who is completing this survey?

These fields are optional, but they help us tailor the follow-up appropriately.

Name

Title / role

Organization

Email

2 Organization profile

Which description best fits your organization?

Select the closest fit.

Required

DeveloperOperating, acquiring, or building within the Tampa market

Lender / bankFunding projects, underwriting exposure, or monitoring borrower activity

Private equity / investment groupDeploying capital and evaluating emerging opportunity or competitive movement

Municipal / economic developmentMonitoring growth, concentration, and development activity across the region

Advisory / brokerage / servicesProviding market, transaction, or development intelligence to clients

OtherNot listed above

3 Business objective

Which outcomes matter most to your team right now?

Select up to three.

Required

Early awareness of developer activitySee important moves before they become widely visible

Capital flow visibilityUnderstand who is funding what, where, and with whom

Growth corridor / submarket detectionSpot emerging areas of activity earlier

Competitive movement awarenessTrack how peers, partners, or competitors are behaving

Borrower / portfolio risk awarenessSurface concentration, exposure, and pattern-based risk earlier

Investment opportunity surfacingIdentify actionable signals tied to new activity or changing conditions

The survey will flag this section if more than three are selected.

4 Value resonance

How important are the following capabilities?

Rate each from 1 (low importance) to 5 (high importance).

Required

5 Current friction

Where is your team currently least well served?

Select up to three.

Required

Market activity becomes visible too lateSignals arrive after the market has already moved

Relationships across players are difficult to trackDeveloper, lender, investor, and project connections are fragmented

Internal and external data are hard to combineUseful intelligence exists, but not in one working view

Pattern and risk detection are too manualTeams rely on ad hoc review rather than structured detection

Outputs are descriptive but not decision-readyReporting exists, but it is not translated into clear options or action

Executive visibility is too limited or too slowLeadership does not get the right intelligence in time

6 Output preference

Which outputs would be most valuable in an initial 60–90 day phase?

Select up to two.

Required

Development intelligence briefRecurring summary of important activity and market shifts

Developer influence networkRelationship view of the most relevant players and connections

Capital flow mappingWho is funding whom, in what areas, and with what patterns

Growth corridor detectionSignals tied to emerging ZIP codes, corridors, or clusters of activity

Borrower or portfolio watchlistFocus on concentration, exposure, and risk development

Change alerts and executive updatesShort, high-signal reporting for leadership

7 Trust and explainability

What level of explanation would your team require to trust the outputs?

Select the best fit.

Required

Executive summary onlyConcise conclusions and key signals are enough

Moderate explanationReasoning and source context should be visible when needed

Detailed traceabilityRelationships, sources, and logic should be inspectable for review

Depends on audienceExecutives need concise output; analysts need deeper validation

8 Data readiness

Which data sources could realistically be included in an early phase?

Select all that apply.

Required

Internal project or pipeline dataProject lists, opportunity views, or related internal tracking

Borrower, lender, or portfolio dataExposure, relationships, watchlists, or portfolio intelligence

Public records or permit dataPermits, filings, or other public activity signals

Transaction notes or market intelligenceInternal knowledge that is valuable but not well structured yet

Existing external research feedsSubscriptions, newsletters, or structured market sources

None initiallyStart with external intelligence and expand from there

9 Delivery model

What implementation model would be most useful?

Select the best fit for how your team would want to engage.

Required

Guided briefings with periodic reviewRegular intelligence reviews with interpretation and discussion

Focused pilot with recurring working sessionsStructured pilot tied to one workflow, with active refinement

Embedded support / white-glove modelHigh-touch guidance, configuration, and interpretation support

Dashboard-first / self-servicePrimarily a working view with lighter supporting interpretation

10 Timing

How urgent is this capability for your team?

Select the closest timing window.

Required

Immediate / within 30 daysHigh near-term priority

Near-term / within 60 daysImportant and actionable soon

This quarter / within 90 daysRelevant, but timing is flexible

Exploratory / future planningInterest exists, but the initiative is earlier-stage

11 Success criteria

What would define a successful first phase?

Describe the business result, decision improvement, or operating change that would matter most.

12 Concerns

What would need to be addressed for your team to move forward confidently?

Examples: explainability, data handling, implementation workload, delivery cadence, or internal buy-in.

13 Scope focus

What area would you want to start with?

Select the best starting scope for an initial engagement.

Single submarket or corridorStart with one geographic focus area

Specific developer / borrower setTrack a defined set of entities and relationships

Portfolio or watchlist viewFocus on known entities, exposure, and change detection

Broader Tampa market overviewBegin with a regional picture, then narrow over time

14 Final context

Anything else we should know?

Add any context that would help shape the right workflow, delivery model, or next step.

Please complete all required sections before generating the summary.

Tampa Real Estate Intelligence Workflow

Client Discovery Survey

Who is completing this survey?

Which description best fits your organization?

Which outcomes matter most to your team right now?

How important are the following capabilities?

Where is your team currently least well served?

Which outputs would be most valuable in an initial 60–90 day phase?

What level of explanation would your team require to trust the outputs?

Which data sources could realistically be included in an early phase?

What implementation model would be most useful?

How urgent is this capability for your team?

What would define a successful first phase?

What would need to be addressed for your team to move forward confidently?

What area would you want to start with?

Anything else we should know?

Response summary

Copy-ready summary