County tax owner proof missing
Parcel/PIN missingWelcome, Building Energy Experts
June monthly management active
Property data
Select a property
Choose a property from the map, tasks, or table.
Direct decision contact missing
Phone role missingSource search not run
Outreach not loggedTry our AI assistant
Type a message, or start a voice call and ask it anything a customer might.
Post of the Week
Lead Scout is checking qualified 3+ unit properties, owner proof, manager path, and outreach status for the Crystal Lake corridor.
Your deliverables
All milestones complete.
June management is active. Lead Scout is available as an added research workspace for qualified property leads.
Lead Scout snapshot
Weekly lead focus
Move the best leads toward outreach
Aim High is checking owner proof, manager path, property visuals, and direct contact before anything gets sent.
What's inside your workspace
Your BEE command center, in one place
No chasing proof across tools. Leads, evidence, media, and reports stay tied to the work.
Research tasks
Apex research cadence
Work in small daily batches: confirm property identity first, then county owner and parcel, then manager path, then direct contact. Use source search only on records that still need a cross-reference.
Map
Multifamily property evidence
Visual proof
Select a property
Attached evidence packet
Property evidence
Source search results
Not runCompany contacts, building-service context, and customer records will sit here so Lead Scout is one module inside the BEE account, not a standalone page.
Transcript records should connect to properties, reports, tasks, and outreach notes so research decisions have context.
Summaries should show researched properties, proof gaps, outreach attempts, and monthly progress without exposing unfinished claims as direct-ready leads.
Daily batch size, API source budgets, coverage polygons, ZIP targets, parcel vendors, and outreach proof rules belong here before Apex runs deeper enrichment.
Use Regrid, ATTOM, LightBox, or county GIS as the authority for owner, parcel, land use, and unit clues. Maps and search support the record, but they do not replace county-grade proof.
Store Google, Tavily or Bing, parcel vendor, OpenAI, and Mapillary keys with Wrangler secrets. The browser should only see reviewed results, never raw keys.
Run discovery every weekday, owner enrichment three times per week, manager enrichment twice per week, and a Friday proof report for attempted outreach.
Store property identity, 3+ unit proof, owner proof, manager path, visual reference, phone role, and outreach attempts as separate proof records.