Keep the client requirement at the centre
Start with one client record containing the requirements that apply across the search: preferred locations, workstation needs, budget, move date and decision process. Update the central brief when the client’s circumstances change.
Below that requirement, create a separate opportunity for each operator being considered. A viewing with one operator and a proposal from another then remain part of the same client search, while retaining their own progress and documents.
Shortlist before introducing
A long list of buildings is not the same as a useful shortlist. Check each option against the client’s essentials and record any trade-offs. One suite might have a stronger layout while another provides an earlier move date.
Share the requirement only with the operators the agent selects. Where a detail is sensitive or still tentative, decide what is appropriate to include in each introduction. Reusing a brief should make the process easier without removing the agent’s judgement.
Compare like with like
Monthly licence fees are only one part of a comparison. Put workstation capacity, proposed term, incentives, move-in readiness and any unconfirmed extras alongside the headline cost. Label target rates separately from operator-issued proposals.
When comparing a total commitment, state the period and assumptions used. A simple fee multiplied by the proposed months is useful as a starting point, but it does not automatically account for deposits, incentives or other charges. Keep the supporting proposal close to the comparison.
Maintain separate operator conversations
The agent needs an overview across the search; each operator needs access to its own opportunity. A shared process does not require sharing competing proposals, other operators’ negotiations or the agent’s private client notes.
Use a consistent set of stages so the agent can scan the search quickly: awaiting acknowledgement, accepted, viewing arranged, proposal received and decision pending. Add a specific next action to make the stage meaningful.
Close the whole search
When the client chooses a space, close the alternative opportunities with an appropriate outcome. Operators should know whether the client selected another location, paused the search or changed requirements. Useful feedback helps everyone avoid unnecessary follow-up.
This multi-operator view is central to the flexd concept. The interactive demo shows a single client search with separate operator opportunities, alongside an operator view limited to its own referrals. It demonstrates the intended structure; production account permissions are still to be implemented.