Embedded Files
THE TOOLS WE USE
THE TOOLS WE USE
All tools below are confidential and should only be used once reviewed with Business Development Directors
rfp TOOL - DIGIDECK
rfp TOOL - DIGIDECK
In January 2025, we launched Digideck as our RFP response tool. The Client Services manager owns all content and edits. For any edits, please email or submit new content requests via this request form. The site is updated and reviewed quarterly.
View an example deck here.
cardinal group brochures & resumes
cardinal group brochures & resumes
The resume and brochures can be used as an initial outreach to prospective clients or as general information about client for inbound interest.
Sales tools are in the process of being moved into Digideck. This site will be updated accordingly when ready in Digideck.
CX3 PRICING TOOL
CX3 PRICING TOOL
The CX3 pricing tool is a reference sheet that includes Board-approved bill rates for our two current role offerings: Customer Accounts Specialist (CAS) and Customer Sales Specialist (CSS).
On the second/third tabs of the sheet is a version of the budget impact model. This is set to pull in bill rates automatically based on the bed/unit count.
CX3 PRODUCTS + ROLES
CX3 PRODUCTS + ROLES
The CX3 product offering and role cards provide details for each role related to CX3 offerings and key responsibilities. Financial and operational considerations are included to assist in pitching CX3 tools.
Roles include:
Customer Accounts Specialist (CAS)
Customer Sales Specialist (CSS)
Resident Services Specialist (RSS)
Customer Progression Specialist (CPS)
AI Collections
AI Lead Management
AI Maintenance
CX3 Product Cards.pdfcase studies
case studies
All Case Studies are linked here and are named with the year, case study type, and community/campaign name.
If you have a need or request for a case study, reach out to the Corporate Marketing team.
2023 - Transitions - Large Portfolio.pdfPRIVATE LABEL PRESENTATION
PRIVATE LABEL PRESENTATION
Our private label structure offers clients the opportunity to manage their portfolios in a strategic way. The private label is an alternative to traditional management, giving the client more oversight into their team and allowing them to be more aligned at the management level on their portfolio goals and overall success.
An overview on the private label structure can be found in the presentation master deck here.
one pagers - "at a glance"
one pagers - "at a glance"
CGC_At A Glance.pdfCGC_At a Glance_ Private Labels.pdfCARDINAL AT A GLANCE - WHITE LABEL FOCUS
templates
templates
All templates below can be accessed by this main folder and individually linked for quick access below.
Asset at a Glance
Competitive Ranking
Market Snapshot
Opportunity Assessment
Operational Assessment
Abbreviated Operational Assessment
ORA Scores
Pre-lease Plan
Staffing
Strengths and Weaknesses
PMA
Consulting Agreement
NDA
Incentive Agreement
PMA Addenda
Demographics
Leasing Velocity
Market Research template
Pipeline Report
Due Diligence
Pre-Dev
Stabilized
PROPERTY MANAGEMENT AGREEMENT (PMA)
PROPERTY MANAGEMENT AGREEMENT (PMA)
Property management agreements are legally binding contracts between a property owner and Cardinal as the management company. The agreement outlines the rights, responsibilities, and obligations of both parties in the management of a property.
All PMAs are managed through the Ironclad system.
All finalized PMA's can be found here.
CGM - PMA Draft.docxPage updated
Report abuse