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Generated Oct 23, 2026
  1. Programmable
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growth playbook · Oct 23, 2026

buildout.com (opens in a new tab)

Buildout growth playbook

Diagnosis

Buildout has turned a set of acquired CRE tools into one platform and launched Buildout CRM in March 2026 to complete it. It is hiring a Content Marketing Manager to refresh content and make it discoverable in search and AI, and Account Managers to drive renewals, expansion and cross-sell.

The site has not caught up with the strategy: the content that catches Apto users still recommends older products, seven product names blur the one-platform message, only two comparison pages exist, and thank-you pages, a broken Android link and a jumping homepage leak conversions.

This playbook updates the Apto guide first, then fixes the site basics, adds comparison and product-map pages, opens the DNA of CRE research, and builds migration and suite adoption into renewals.

Growth Score

7/10

Biggest Opportunity

Align every page and renewal with the one-platform story: move Apto and Rethink users to Buildout CRM and win the brokers comparing all-in-one platforms.

Biggest Risk

RealNex and others now pitch the same all-in-one platform, so if Buildout's own content keeps pointing to separate products, buyers may not see a difference.

01

Start here

The three moves to make first. Each one is written up in full below.

  1. 1

    Rewrite the "Apto alternatives" content around Buildout CRM

    Add a short "Buildout CRM is here" note with a link to the top of both posts today.

    High impact First result in 1 month
  2. 2

    Fix the Android download button on the homepage

    Confirm the current Play Store listing.

    Medium impact First result in 1 week
  3. 3

    Take the 22 thank-you pages out of search and the sitemap

    Add noindex to the thank-you page template.

    Medium impact First result in 1 month

02

Your idea portfolio

21 ideas, grouped by when to run them. Open any idea for how to run it: the steps, who to approach, copy you can use, and how to measure it.

  • 6 ideas are marked Unexpected: plays you are unlikely to have tried.

Every idea placed by the effort it takes against the impact it could have. Quick wins sit top left; select a number to open that idea. The filters below narrow the list by status, timing, category and what Programmable can build.

Effort vs impactEach number is an idea. Select one to open it.
Impact →
Quick wins · 2Big bets · 9Fill-ins · 5Reconsider · 5
Effort →

Showing 21 of 21 ideas

This week 6

Quick wins with a clear first action.

  • 01

    Buildout launched Buildout CRM in March 2026 as the final piece of one end-to-end platform, and is hiring a Content Marketing Manager to "optimize and refresh existing content". But the two posts that catch brokers searching for Apto alternatives were written for 2025: they say Apto is no longer sold to new customers, send readers to Rethink and Rethink+, end with a Rethink+ demo request, and never mention Buildout CRM. Brokers leaving Apto, Buildout's own customers among them, are being guided to an older answer than the one Buildout now sells.

    High impactLow effort First result in 1 month Content Marketing Manager

    First action

    Add a short "Buildout CRM is here" note with a link to the top of both posts today.

    How to measure it

    Buildout CRM demos from Apto searches

    Now
    –
    Target
    +30%
    By
    1 quarter

    Steps

    1. 1

      Add a stopgap note

      Buildout CRM link at the top of both posts.

      Content Marketing Manager 1 hour

    2. 2

      Agree the story

      When to recommend Buildout CRM vs Rethink.

      Product Marketing Manager 2 days

    3. 3

      Write the guide

      Options, table, migration steps, FAQs.

      Content Marketing Manager 1 week

    4. 4

      Redirect and relink

      Old URL to the new guide; update CRM posts.

      SEO lead 1 day

    5. 5

      Brief the field

      Guide in AE and AM sequences for Apto accounts.

      Account Manager 2 days

    6. 6

      Measure

      Organic visits, demos and influenced pipeline.

      Demand Generation Manager monthly

    First result
    1 month
    Cost
    Staff time only
    Owner
    Content Marketing Manager

    Smallest test

    Update one post and compare demo clicks for a month.

    Why it works

    Rewrite both posts as one current guide: "Moving on from Apto: your options in 2026", leading with Buildout CRM inside Buildout Suite, with Rethink as the lighter option, a side-by-side table, what migration involves, and a demo path. Redirect the old URL to the new one, update the internal links from the other CRM posts, and give AEs and Account Managers the guide for Apto renewals.

    People searching for Apto alternatives are ready to choose a CRM now; matching them to the product Buildout is betting on turns existing search traffic into CRM pipeline and stops mixed messages to current customers.

    Ready to use

    CopyMoving on from Apto: your options in 2026

    1. Where Apto stands today (current users supported, not sold to new customers)
    2. Option 1: Buildout CRM inside Buildout Suite (one data layer from prospecting to commission)
    3. Option 2: Rethink by Buildout (lighter, CRE-specific CRM)
    4. Side-by-side table: data model, marketing, transactions, admin effort
    5. What migration involves and how long it takes
    6. Questions to ask any CRM vendor
    7. Book a migration review

    Risks and how to handle them

    • Apto customers feel pushed

      Explain support for current Apto users plainly.

    • Ranking dips after redirect

      Keep the main keyword in the new title.

    Evidence

    • Your websiteTwo blog posts written for 2025 still guide Apto users: "Best Apto Alternatives for CRE Brokers" ("Here at Buildout it, we thought it was so great, we acquired it!"; it recommends Rethink CRM, Rethink+ and a Showcase plus Manage & Close bundle) and "Apto CRM vs. modern CRE CRMs: What brokers need to know in 2025" ("Apto is no longer being sold to new customers, only maintained for its current base"; it ends "Request a demo of Buildout Rethink+ today"). Neither mentions Buildout CRM in its text.Source
    • Press releaseMarch 10, 2026: "Buildout launches CRM, completing the industry's first AI-powered end-to-end deal engine for CRE"; with CRM in Buildout Suite, "brokerages can manage the entire deal lifecycle within one shared system and one data layer"; the company calls it "a strategic shift" from "a collection of CRE tools" to "a true end-to-end operating platform".Source
    • HiringContent Marketing Manager (remote US, posted October 6, 2026, reporting to the CMO): shapes "our content strategy" across "the CRE buyer journey", from point-of-view pieces to "practical content that helps prospects understand our product and customers make better decisions"; formats from articles and customer stories to "short-form video, webinar, interactive experience"; uses AI to "research faster" and "repurpose assets"; partners with SEO for "traditional search as well as emerging AI-driven discovery"; must "Optimize and refresh existing content"; works with "Sales to create content that helps reps start conversations"; measured on "influenced pipeline".Source
    • HiringAccount Manager (remote US, posted August 20, 2026): quota-carrying, owns "renewals and growth across a high-volume book of business, including contract execution, license expansion, price increases"; renews customers "at least 60 days ahead of contract start date"; monitors health "through Salesforce, Planhat, and usage insights"; brings in "Account Executives for cross-sell opportunities"; builds an org map so "the account survives a champion leaving"; represents Buildout at "conferences, customer events/meetings".Source
    • Your websiteHomepage (checked October 22, 2026): banner "Buildout CRM is here | One Platform. Every stage of the deal."; H1 "Your Brokerage doesn't need more tools. It needs a system that runs the deal."; "Trusted by 50,000+ brokers"; the menu lists Buildout Suite, Buildout Showcase, Buildout CRM, Manage & Close, Rethink by Buildout, Apto and Prospect by Buildout, plus Find & Win, Market and Transact; six video testimonials with case studies; "Different Roles. One shared workflow."Source
  • 02

    The mobile app page invites brokers to "Set up your free account today", but the homepage's Google Play button leads to a Play Store page that says the app is not found. Android brokers who tap it hit a dead end.

    Medium impactLow effort First result in 1 week Web team

    First action

    Confirm the current Play Store listing.

    How to measure it

    Broken app links

    Now
    –
    Target
    0
    By
    1 week

    Steps

    1. 1

      Check the listing

      Correct Android app ID.

      Web team 1 hour

    2. 2

      Fix or hide

      Update the button.

      Web team 1 hour

    3. 3

      Add reminder

      Email capture if no Android app.

      Demand Generation Manager 1 day

    4. 4

      Tag installs

      Tracked store links.

      Demand Generation Manager 1 day

    5. 5

      Link check

      Monthly crawl.

      Web team monthly

    6. 6

      Review

      Installs by platform.

      Demand Generation Manager monthly

    First result
    1 week
    Cost
    $0
    Owner
    Web team

    Smallest test

    Fix the link today.

    Why it works

    Point the button to the correct Play Store listing, or hide it until the Android app is available and offer an email reminder instead. Add the link to a monthly broken-link check.

    A free app account is a low-friction way into Buildout; every broken install is a lost lead.

    Risks and how to handle them

    • Android app retired

      Say so and point to the web app.

    Evidence

    • Your websiteMobile app page: "Get the Buildout app, find new deals"; "The most robust research map in CRE fits in the palm of your hand", an in-app AI assistant, owner data, "Exclusive Listings: Access off-market and Buildout-only opportunities"; "Set up your free account today". The iOS app is on the App Store, but the homepage's Google Play download button leads to a Play Store page that returns "not found" (checked twice on October 22, 2026).Source
    • Your websiteHomepage (checked October 22, 2026): banner "Buildout CRM is here | One Platform. Every stage of the deal."; H1 "Your Brokerage doesn't need more tools. It needs a system that runs the deal."; "Trusted by 50,000+ brokers"; the menu lists Buildout Suite, Buildout Showcase, Buildout CRM, Manage & Close, Rethink by Buildout, Apto and Prospect by Buildout, plus Find & Win, Market and Transact; six video testimonials with case studies; "Different Roles. One shared workflow."Source
  • 03

    Buildout's sitemap lists 22 registration thank-you pages ("You are registered!"). They compete with the real pages in search, can be found without filling in the form, and can inflate conversion counts in analytics.

    Medium impactLow effort First result in 1 month SEO lead

    First action

    Add noindex to the thank-you page template.

    How to measure it

    Thank-you pages indexed

    Now
    –
    Target
    0
    By
    30 days

    Steps

    1. 1

      Add noindex

      Thank-you template.

      Web team 1 hour

    2. 2

      Update sitemap

      Exclude the collection.

      Web team 1 hour

    3. 3

      Fix tracking

      Count form submits.

      Demand Generation Manager 1 day

    4. 4

      Audit others

      Utility and test pages.

      SEO lead 1 day

    5. 5

      Resubmit

      Search Console.

      SEO lead 15 minutes

    6. 6

      Check

      Index report after a month.

      SEO lead 1 month

    First result
    1 month
    Cost
    $0
    Owner
    SEO lead

    Smallest test

    Noindex the template today.

    Why it works

    Mark thank-you pages noindex, remove them from the sitemap, and count conversions from the form submission, not the page view. Do the same audit for other utility pages.

    A cleaner index sends search visitors to pages that convert and makes content reporting trustworthy for the new content lead.

    Risks and how to handle them

    • Reporting gap during switch

      Run both counts for two weeks.

    Evidence

    • Your websiteSitemap (774 URLs, checked October 22, 2026): 368 blog posts, 105 broker tools, 60 press releases, 53 downloads, 37 papers, 32 success stories, 24 gated /access pages, 23 video stories and 22 /thank-you pages (for example "You are registered! Thank you for registering for..."); only two comparison pages, against IntellCRE and SharpLaunch. Press pages include releases from 2021 and 2022 that carry no year in their URLs.Source
    • HiringContent Marketing Manager (remote US, posted October 6, 2026, reporting to the CMO): shapes "our content strategy" across "the CRE buyer journey", from point-of-view pieces to "practical content that helps prospects understand our product and customers make better decisions"; formats from articles and customer stories to "short-form video, webinar, interactive experience"; uses AI to "research faster" and "repurpose assets"; partners with SEO for "traditional search as well as emerging AI-driven discovery"; must "Optimize and refresh existing content"; works with "Sales to create content that helps reps start conversations"; measured on "influenced pipeline".Source
  • 04

    Real visitors pass Google's loading and responsiveness checks on buildout.com but fail on layout stability (CLS 0.15, limit 0.1). In the lab the page downloads 4.3 MB from 20 third-party services, 2.2 MB of it video, and the headline takes 20 seconds to appear on a slow phone.

    Medium impactMedium effort First result in 1 month Web team

    First action

    Replace the testimonial video embeds with click-to-play posters.

    How to measure it

    Field CLS

    Now
    –
    Target
    Under 0.1
    By
    60 days

    Steps

    1. 1

      Find shifts

      Elements that move on load.

      Web team 1 day

    2. 2

      Reserve space

      Banner, video, fonts.

      Web team 2 days

    3. 3

      Click-to-play video

      Poster images.

      Web team 2 days

    4. 4

      Script review

      Duplicates and owners.

      Demand Generation Manager 1 week

    5. 5

      Test

      Lab and field.

      Web team 2 weeks

    6. 6

      Monitor

      Monthly report.

      Web team monthly

    First result
    1 month
    Cost
    Web developer time
    Owner
    Web team

    Smallest test

    Swap one video for a poster and measure CLS.

    Why it works

    Reserve space for the banner, testimonial videos and fonts so nothing moves; load Vimeo players only when clicked, with a poster image; remove duplicate tools that do the same job and give each remaining script an owner. Recheck field data monthly.

    Pages that jump cause misclicks on "Book a demo", and a lighter homepage helps search rankings.

    Risks and how to handle them

    • Lost tracking from removed tools

      Confirm each tool's owner before removal.

    Evidence

    • Google PageSpeedHomepage, real Chrome visitors: fails Core Web Vitals on layout stability (CLS 0.15, the limit is 0.1), while loading (LCP 1.7s) and responsiveness (INP 81 ms) are good. Lab test on mobile: score 55/100, the H1 takes 20.5s to appear, 4.3 MB downloaded across 109 requests from 20 third-party services, of which Vimeo video is 2.2 MB; 750 KB of unused JavaScript and about 2.9s of render-blocking requests.Source
    • Your websiteHomepage (checked October 22, 2026): banner "Buildout CRM is here | One Platform. Every stage of the deal."; H1 "Your Brokerage doesn't need more tools. It needs a system that runs the deal."; "Trusted by 50,000+ brokers"; the menu lists Buildout Suite, Buildout Showcase, Buildout CRM, Manage & Close, Rethink by Buildout, Apto and Prospect by Buildout, plus Find & Win, Market and Transact; six video testimonials with case studies; "Different Roles. One shared workflow."Source
  • 05

    Buildout has only two comparison pages, both against marketing tools (IntellCRE and SharpLaunch). Since the CRM launch, brokers compare Buildout against all-in-one platforms such as RealNex, Salesforce-based CRMs and spreadsheets. RealNex now describes itself in nearly the same words as Buildout: CRM, marketing, listings and transactions "in one connected system".

    High impactMedium effort First result in 1 month Content Marketing Manager

    First action

    List the CRMs named most often in lost deals.

    How to measure it

    Comparison-page demos

    Now
    –
    Target
    25 a month
    By
    2 quarters

    Steps

    1. 1

      Pull lost-deal reasons

      From the CRM.

      Account Executive 2 days

    2. 2

      Pick three pages

      Most common alternatives.

      Product Marketing Manager 1 day

    3. 3

      Check facts

      Current features and partner status.

      Product Marketing Manager 1 week

    4. 4

      Write

      Fair tables and proof.

      Content Marketing Manager 2 weeks

    5. 5

      Legal review

      Claims and trademarks.

      Legal 1 week

    6. 6

      Publish and measure

      Demos per page.

      Demand Generation Manager monthly

    First result
    1 month
    Cost
    Staff time only
    Owner
    Content Marketing Manager

    Smallest test

    Publish a "spreadsheets vs CRM" comparison from the existing paper.

    Why it works

    Publish fair comparison pages for the main CRM alternatives (an all-in-one CRE platform, Salesforce-based CRE CRMs, and spreadsheets), with what each does well, where Buildout differs (one data layer from prospecting to commission), switching help and customer proof. Check partner relationships before naming any vendor.

    Comparison searches come from buyers late in the decision; the new content lead can turn the existing "one platform, not three" message into pages that win them.

    Risks and how to handle them

    • Naming a partner

      Use category pages where a partnership exists.

    Evidence

    • Your websiteSitemap (774 URLs, checked October 22, 2026): 368 blog posts, 105 broker tools, 60 press releases, 53 downloads, 37 papers, 32 success stories, 24 gated /access pages, 23 video stories and 22 /thank-you pages (for example "You are registered! Thank you for registering for..."); only two comparison pages, against IntellCRE and SharpLaunch. Press pages include releases from 2021 and 2022 that carry no year in their URLs.Source
    • Competitor researchRivals' own homepages: RealNex, "the complete commercial real estate platform: CRM, financial analysis, marketing, listings, transactions, deal rooms, dashboards, mobile, and CRE-trained AI in one connected system"; SharpLaunch, "commercial real estate marketing software"; IntellCRE, "CRE Marketing, Powered by AI". Salesforce-based CRMs such as Ascendix and marketplaces such as Crexi and LoopNet compete for the same brokers' time and budget.Source
    • Your websiteThe compare pages position Buildout as "One platform, not three. Marketing, CRM, and back office without separate subscriptions" ("SharpLaunch markets the building. Buildout runs the brokerage"). Customer webinars such as "Building on Buildout: Q1 review, Q2 sneak peek" have their own registration and thank-you pages. Recent blog posts include "How Buildout AI Turns a Signed CRE Listing Into a Live Marketing Campaign".Source
    • Press releaseMarch 10, 2026: "Buildout launches CRM, completing the industry's first AI-powered end-to-end deal engine for CRE"; with CRM in Buildout Suite, "brokerages can manage the entire deal lifecycle within one shared system and one data layer"; the company calls it "a strategic shift" from "a collection of CRE tools" to "a true end-to-end operating platform".Source
    • HiringContent Marketing Manager (remote US, posted October 6, 2026, reporting to the CMO): shapes "our content strategy" across "the CRE buyer journey", from point-of-view pieces to "practical content that helps prospects understand our product and customers make better decisions"; formats from articles and customer stories to "short-form video, webinar, interactive experience"; uses AI to "research faster" and "repurpose assets"; partners with SEO for "traditional search as well as emerging AI-driven discovery"; must "Optimize and refresh existing content"; works with "Sales to create content that helps reps start conversations"; measured on "influenced pipeline".Source
  • 06

    The menu lists Buildout Suite, Showcase, Buildout CRM, Manage & Close, Rethink, Apto and Prospect, plus Find & Win, Market and Transact. For a brokerage owner, it is not obvious which they need, or how these relate to "one platform".

    Medium impactLow effort First result in 2 weeks Product Marketing Manager

    First action

    Draw the map on one slide.

    How to measure it

    Map-to-demo rate

    Now
    –
    Target
    5%
    By
    60 days

    Steps

    1. 1

      Draft the map

      Stages and products.

      Product Marketing Manager 2 days

    2. 2

      Check with sales

      Real buyer questions.

      Account Executive 1 day

    3. 3

      Write the page

      Short and visual.

      Content Marketing Manager 2 days

    4. 4

      Publish

      Menu and pricing links.

      Web team 1 day

    5. 5

      Use in calls

      First demo slide.

      Account Executive ongoing

    6. 6

      Measure

      Clicks to demo.

      Demand Generation Manager monthly

    First result
    2 weeks
    Cost
    Staff time only
    Owner
    Product Marketing Manager

    Smallest test

    Use the slide on this week's demos.

    Why it works

    Publish a short "Which Buildout is right for you" page: the suite and its stages, which products are included, what each standalone product is for, and the upgrade path. Link it from the menu, pricing and every product page.

    A clear map reduces confusion on demo calls and supports the single-platform story the company is betting on.

    Risks and how to handle them

    • Oversimplifies

      Link to each product page.

    Evidence

    • Your websiteHomepage (checked October 22, 2026): banner "Buildout CRM is here | One Platform. Every stage of the deal."; H1 "Your Brokerage doesn't need more tools. It needs a system that runs the deal."; "Trusted by 50,000+ brokers"; the menu lists Buildout Suite, Buildout Showcase, Buildout CRM, Manage & Close, Rethink by Buildout, Apto and Prospect by Buildout, plus Find & Win, Market and Transact; six video testimonials with case studies; "Different Roles. One shared workflow."Source
    • Press releaseMarch 10, 2026: "Buildout launches CRM, completing the industry's first AI-powered end-to-end deal engine for CRE"; with CRM in Buildout Suite, "brokerages can manage the entire deal lifecycle within one shared system and one data layer"; the company calls it "a strategic shift" from "a collection of CRE tools" to "a true end-to-end operating platform".Source
    • Your websitePricing page: "solutions starting at $125 /user/month", priced "on a per user seat count and platform maintenance"; detail sits behind "unlock pricing details" and "See CRM+ upgrades, term incentives, and expansion pricing"; enterprise for "100+ users"; a path for existing customers "Looking to upgrade to the full Buildout Suite".Source

This quarter 9

The core plays for the next three months.

  • 07

    Account Managers renew at least 60 days ahead and own license expansion and cross-sell. Buildout now has three CRMs (Apto, Rethink and Buildout CRM), and Apto is only maintained for current users. Each renewal is the natural time to plan the move.

    High impactMedium effort First result in 1 quarter Account Manager

    First action

    List Apto and Rethink renewals in the next 180 days.

    How to measure it

    Apto and Rethink accounts moved to the suite

    Now
    –
    Target
    30%
    By
    3 quarters

    Steps

    1. 1

      List accounts

      Renewals in 180 days.

      Account Manager 1 week

    2. 2

      Define the offer

      Migration help and term incentive.

      Director of Account Management 2 weeks

    3. 3

      Build the plan

      Per account.

      Account Manager ongoing

    4. 4

      Bring AEs

      For suite cross-sell.

      Account Manager ongoing

    5. 5

      Track health

      Planhat flags during migration.

      Customer Success ongoing

    6. 6

      Review

      Migrations and churn monthly.

      Director of Account Management monthly

    First result
    1 quarter
    Cost
    Migration services time
    Owner
    Account Manager

    Smallest test

    Offer the review to five renewing Apto accounts.

    Why it works

    For each Apto or Rethink account renewing in the next two quarters, add a migration review to the renewal plan: what moves, timeline, training, and a term incentive for moving to Buildout CRM in the suite. Track migrations and churn by cohort.

    Customers move when the timing and help are clear; doing it at renewal protects revenue and grows suite adoption.

    Risks and how to handle them

    • Migration pain causes churn

      Offer guided migration and keep old access during the switch.

    Builds on

    Evidence

    • HiringAccount Manager (remote US, posted August 20, 2026): quota-carrying, owns "renewals and growth across a high-volume book of business, including contract execution, license expansion, price increases"; renews customers "at least 60 days ahead of contract start date"; monitors health "through Salesforce, Planhat, and usage insights"; brings in "Account Executives for cross-sell opportunities"; builds an org map so "the account survives a champion leaving"; represents Buildout at "conferences, customer events/meetings".Source
    • Your websiteTwo blog posts written for 2025 still guide Apto users: "Best Apto Alternatives for CRE Brokers" ("Here at Buildout it, we thought it was so great, we acquired it!"; it recommends Rethink CRM, Rethink+ and a Showcase plus Manage & Close bundle) and "Apto CRM vs. modern CRE CRMs: What brokers need to know in 2025" ("Apto is no longer being sold to new customers, only maintained for its current base"; it ends "Request a demo of Buildout Rethink+ today"). Neither mentions Buildout CRM in its text.Source
    • Press releaseMarch 10, 2026: "Buildout launches CRM, completing the industry's first AI-powered end-to-end deal engine for CRE"; with CRM in Buildout Suite, "brokerages can manage the entire deal lifecycle within one shared system and one data layer"; the company calls it "a strategic shift" from "a collection of CRE tools" to "a true end-to-end operating platform".Source
    • Your websitePricing page: "solutions starting at $125 /user/month", priced "on a per user seat count and platform maintenance"; detail sits behind "unlock pricing details" and "See CRM+ upgrades, term incentives, and expansion pricing"; enterprise for "100+ users"; a path for existing customers "Looking to upgrade to the full Buildout Suite".Source
  • 08

    Buildout's 2026 DNA of CRE research has strong findings (82% of brokers still prioritize human connection; the top tasks brokers give to AI), but most of it sits behind forms. The content role is asked to make content discoverable in AI-driven search.

    High impactMedium effort First result in 1 quarter Content Marketing Manager

    First action

    Pick the ten strongest statistics.

    How to measure it

    Report downloads

    Now
    –
    Target
    +50%
    By
    2 quarters

    Steps

    1. 1

      Pick stats

      Ten strongest.

      Content Marketing Manager 2 days

    2. 2

      Write the page

      Stats, charts, method.

      Content Marketing Manager 1 week

    3. 3

      Finding pages

      One per finding.

      Content Marketing Manager 2 weeks

    4. 4

      Structured data

      Dataset and article markup.

      SEO lead 2 days

    5. 5

      Pitch press

      CRE outlets.

      CMO 1 month

    6. 6

      Measure

      Links, citations, downloads.

      Demand Generation Manager monthly

    First result
    1 quarter
    Cost
    Staff time only
    Owner
    Content Marketing Manager

    Smallest test

    Publish one finding page and track links.

    Why it works

    Publish an ungated summary page with the key statistics, charts, method and dates, plus short pages per finding, and keep the full report gated. Pitch the findings to CRE press and LinkedIn creators.

    Open statistics get cited by journalists and AI assistants, and the full report still captures leads from people who want more.

    Risks and how to handle them

    • Fewer gated leads

      Gate the full report and the data cuts.

    Evidence

    • Your website"2026 DNA of CRE by the numbers": an infographic from Buildout's broker research on "the rapid surge in AI adoption" and "the enduring power of human connection"; it highlights "the top three tasks brokers are offloading to AI" and that "82% of brokers still prioritize human connection". The full reports sit behind forms.Source
    • HiringContent Marketing Manager (remote US, posted October 6, 2026, reporting to the CMO): shapes "our content strategy" across "the CRE buyer journey", from point-of-view pieces to "practical content that helps prospects understand our product and customers make better decisions"; formats from articles and customer stories to "short-form video, webinar, interactive experience"; uses AI to "research faster" and "repurpose assets"; partners with SEO for "traditional search as well as emerging AI-driven discovery"; must "Optimize and refresh existing content"; works with "Sales to create content that helps reps start conversations"; measured on "influenced pipeline".Source
    • Your websiteSitemap (774 URLs, checked October 22, 2026): 368 blog posts, 105 broker tools, 60 press releases, 53 downloads, 37 papers, 32 success stories, 24 gated /access pages, 23 video stories and 22 /thank-you pages (for example "You are registered! Thank you for registering for..."); only two comparison pages, against IntellCRE and SharpLaunch. Press pages include releases from 2021 and 2022 that carry no year in their URLs.Source
  • 09

    Buildout has 23 video stories and 32 success stories, and six video testimonials on the homepage. The content role is asked to choose formats like short-form video and to help reps start conversations.

    Medium impactMedium effort First result in 1 quarter Content Marketing Manager

    First action

    Cut three clips from the best video story.

    How to measure it

    Rep emails with clips

    Now
    –
    Target
    +20% reply rate
    By
    1 quarter

    Steps

    1. 1

      Pick videos

      Top ten stories.

      Content Marketing Manager 1 week

    2. 2

      Cut clips

      Three per video.

      Content Marketing Manager 1 month

    3. 3

      Caption

      All clips.

      Content Marketing Manager 1 week

    4. 4

      Post

      LinkedIn weekly.

      Content Marketing Manager weekly

    5. 5

      Library

      For reps by segment.

      Account Executive 1 week

    6. 6

      Measure

      Views and replies.

      Demand Generation Manager monthly

    First result
    1 quarter
    Cost
    Editing time
    Owner
    Content Marketing Manager

    Smallest test

    Post three clips this month.

    Why it works

    Cut each video into three 30-second clips by role (broker, marketer, finance lead), add captions, post them on LinkedIn, and put them in a library reps can send by segment.

    Brokers trust other brokers, and short clips travel further than case study pages.

    Risks and how to handle them

    • Customer approvals

      Use already approved footage only.

    Evidence

    • Your websiteSitemap (774 URLs, checked October 22, 2026): 368 blog posts, 105 broker tools, 60 press releases, 53 downloads, 37 papers, 32 success stories, 24 gated /access pages, 23 video stories and 22 /thank-you pages (for example "You are registered! Thank you for registering for..."); only two comparison pages, against IntellCRE and SharpLaunch. Press pages include releases from 2021 and 2022 that carry no year in their URLs.Source
    • Your websiteHomepage (checked October 22, 2026): banner "Buildout CRM is here | One Platform. Every stage of the deal."; H1 "Your Brokerage doesn't need more tools. It needs a system that runs the deal."; "Trusted by 50,000+ brokers"; the menu lists Buildout Suite, Buildout Showcase, Buildout CRM, Manage & Close, Rethink by Buildout, Apto and Prospect by Buildout, plus Find & Win, Market and Transact; six video testimonials with case studies; "Different Roles. One shared workflow."Source
    • HiringContent Marketing Manager (remote US, posted October 6, 2026, reporting to the CMO): shapes "our content strategy" across "the CRE buyer journey", from point-of-view pieces to "practical content that helps prospects understand our product and customers make better decisions"; formats from articles and customer stories to "short-form video, webinar, interactive experience"; uses AI to "research faster" and "repurpose assets"; partners with SEO for "traditional search as well as emerging AI-driven discovery"; must "Optimize and refresh existing content"; works with "Sales to create content that helps reps start conversations"; measured on "influenced pipeline".Source
  • 10

    The Buildout app offers a free account with a research map, owner data, an AI assistant and Buildout-only listings. That is a product-led way in, but the site treats it as a side page.

    High impactMedium effort First result in 1 quarter Demand Generation Manager

    First action

    Count app sign-ups per month and how many reach sales.

    How to measure it

    App-to-demo conversion

    Now
    –
    Target
    5%
    By
    2 quarters

    Steps

    1. 1

      Baseline

      Sign-ups and demos.

      Demand Generation Manager 1 week

    2. 2

      Promote

      Homepage and content.

      Web team 2 weeks

    3. 3

      Nurture

      Emails by market.

      Demand Generation Manager 1 month

    4. 4

      In-app prompt

      After repeated owner lookups.

      Product Marketing Manager 1 month

    5. 5

      Route leads

      To AEs.

      Demand Generation Manager 1 week

    6. 6

      Measure

      Pipeline from app users.

      Demand Generation Manager monthly

    First result
    1 quarter
    Cost
    Staff time only
    Owner
    Demand Generation Manager

    Smallest test

    Email last month's app sign-ups with a demo offer.

    Why it works

    Promote the free app on the homepage and in content as a first step, then nurture new app users by market and property type toward Prospect or a demo, with an in-app prompt when they look at owner data repeatedly.

    A free, useful tool builds habit before a sales call and gives sales a signal of interest.

    Risks and how to handle them

    • Free users never pay

      Score by activity before routing.

    Builds on

    Evidence

    • Your websiteMobile app page: "Get the Buildout app, find new deals"; "The most robust research map in CRE fits in the palm of your hand", an in-app AI assistant, owner data, "Exclusive Listings: Access off-market and Buildout-only opportunities"; "Set up your free account today". The iOS app is on the App Store, but the homepage's Google Play download button leads to a Play Store page that returns "not found" (checked twice on October 22, 2026).Source
    • Your websiteHomepage (checked October 22, 2026): banner "Buildout CRM is here | One Platform. Every stage of the deal."; H1 "Your Brokerage doesn't need more tools. It needs a system that runs the deal."; "Trusted by 50,000+ brokers"; the menu lists Buildout Suite, Buildout Showcase, Buildout CRM, Manage & Close, Rethink by Buildout, Apto and Prospect by Buildout, plus Find & Win, Market and Transact; six video testimonials with case studies; "Different Roles. One shared workflow."Source
    • HiringContent Marketing Manager (remote US, posted October 6, 2026, reporting to the CMO): shapes "our content strategy" across "the CRE buyer journey", from point-of-view pieces to "practical content that helps prospects understand our product and customers make better decisions"; formats from articles and customer stories to "short-form video, webinar, interactive experience"; uses AI to "research faster" and "repurpose assets"; partners with SEO for "traditional search as well as emerging AI-driven discovery"; must "Optimize and refresh existing content"; works with "Sales to create content that helps reps start conversations"; measured on "influenced pipeline".Source
  • 11

    Pricing says "starting at $125 /user/month", and the rest is behind "unlock pricing details". Small brokerages, the audience for several of Buildout's guides, often decide whether to book a demo based on a rough total.

    Medium impactMedium effort First result in 1 quarter Product Marketing Manager

    First action

    Agree three example package ranges with sales.

    How to measure it

    Pricing to demo conversion

    Now
    –
    Target
    +15%
    By
    2 quarters

    Steps

    1. 1

      Agree examples

      Three team sizes.

      Product Marketing Manager 1 week

    2. 2

      Design

      Simple cards.

      Web team 1 week

    3. 3

      Update form

      Team size and tools.

      Demand Generation Manager 2 days

    4. 4

      Test

      Against current page.

      Demand Generation Manager 1 month

    5. 5

      Train AEs

      Same examples on calls.

      Account Executive 1 day

    6. 6

      Review

      Deal size by package.

      Product Marketing Manager monthly

    First result
    1 quarter
    Cost
    Staff time only
    Owner
    Product Marketing Manager

    Smallest test

    Show one example package for a small team.

    Why it works

    Add example packages for a 5-, 15- and 50-user brokerage with what is included, keep exact quotes for sales, and capture the visitor's team size and current tools in the request form.

    Rough totals filter in serious buyers and shorten the first call.

    Risks and how to handle them

    • Price anchoring low

      Show what larger teams add.

    Evidence

    • Your websitePricing page: "solutions starting at $125 /user/month", priced "on a per user seat count and platform maintenance"; detail sits behind "unlock pricing details" and "See CRM+ upgrades, term incentives, and expansion pricing"; enterprise for "100+ users"; a path for existing customers "Looking to upgrade to the full Buildout Suite".Source
    • Your websiteSitemap (774 URLs, checked October 22, 2026): 368 blog posts, 105 broker tools, 60 press releases, 53 downloads, 37 papers, 32 success stories, 24 gated /access pages, 23 video stories and 22 /thank-you pages (for example "You are registered! Thank you for registering for..."); only two comparison pages, against IntellCRE and SharpLaunch. Press pages include releases from 2021 and 2022 that carry no year in their URLs.Source
  • 12

    Buildout has 368 blog posts, many written for 2025 or earlier product names, and the content role must "optimize and refresh existing content". Old posts that still rank can send readers to products that have since been folded into the suite.

    High impactMedium effort First result in 1 quarter Content Marketing Manager

    First action

    Export traffic and conversions per post.

    How to measure it

    Organic demo clicks

    Now
    –
    Target
    +25%
    By
    2 quarters

    Steps

    1. 1

      Export data

      Traffic and conversions.

      SEO lead 2 days

    2. 2

      Score posts

      Keep, refresh, merge, retire.

      Content Marketing Manager 1 week

    3. 3

      Refresh top 40

      Current products.

      Content Marketing Manager 1 month

    4. 4

      Merge and redirect

      Overlaps.

      SEO lead 2 weeks

    5. 5

      Add dates

      Updated and author.

      Web team 1 day

    6. 6

      Repeat

      Twice a year.

      Content Marketing Manager 6 months

    First result
    1 quarter
    Cost
    Writing time
    Owner
    Content Marketing Manager

    Smallest test

    Refresh the ten top-traffic posts first.

    Why it works

    Score every post on traffic, links, conversions and accuracy. Refresh the top 40, merge overlapping posts, redirect the rest to current guides, and add updated dates and authors.

    A smaller, current library ranks better and sends readers to the right product.

    Risks and how to handle them

    • Traffic drop from redirects

      Redirect to the closest topic.

    Builds on

    Evidence

    • Your websiteSitemap (774 URLs, checked October 22, 2026): 368 blog posts, 105 broker tools, 60 press releases, 53 downloads, 37 papers, 32 success stories, 24 gated /access pages, 23 video stories and 22 /thank-you pages (for example "You are registered! Thank you for registering for..."); only two comparison pages, against IntellCRE and SharpLaunch. Press pages include releases from 2021 and 2022 that carry no year in their URLs.Source
    • Your websiteTwo blog posts written for 2025 still guide Apto users: "Best Apto Alternatives for CRE Brokers" ("Here at Buildout it, we thought it was so great, we acquired it!"; it recommends Rethink CRM, Rethink+ and a Showcase plus Manage & Close bundle) and "Apto CRM vs. modern CRE CRMs: What brokers need to know in 2025" ("Apto is no longer being sold to new customers, only maintained for its current base"; it ends "Request a demo of Buildout Rethink+ today"). Neither mentions Buildout CRM in its text.Source
    • HiringContent Marketing Manager (remote US, posted October 6, 2026, reporting to the CMO): shapes "our content strategy" across "the CRE buyer journey", from point-of-view pieces to "practical content that helps prospects understand our product and customers make better decisions"; formats from articles and customer stories to "short-form video, webinar, interactive experience"; uses AI to "research faster" and "repurpose assets"; partners with SEO for "traditional search as well as emerging AI-driven discovery"; must "Optimize and refresh existing content"; works with "Sales to create content that helps reps start conversations"; measured on "influenced pipeline".Source
  • 13

    Buildout already runs customer webinars ("Building on Buildout: Q1 review, Q2 sneak peek"), and Account Managers keep living account plans and travel for onsite reviews. A group webinar shows what is new; it does not show a customer what they are missing.

    High impactMedium effort First result in 1 quarter Director of Account Management

    First action

    Build the review for five accounts by hand.

    How to measure it

    Net revenue retention

    Now
    –
    Target
    +5 points
    By
    3 quarters

    Steps

    1. 1

      Pick metrics

      Usage and adoption.

      Director of Account Management 1 week

    2. 2

      Build the template

      One page.

      Customer Success 2 weeks

    3. 3

      Automate data

      From Planhat and Salesforce.

      Revenue Operations 1 month

    4. 4

      Send before renewal

      With the AM.

      Account Manager ongoing

    5. 5

      Link to webinars

      Relevant sessions.

      Customer Success ongoing

    6. 6

      Measure

      Expansion by account.

      Director of Account Management quarterly

    First result
    1 quarter
    Cost
    Staff time only
    Owner
    Director of Account Management

    Smallest test

    Send five reviews this month.

    Why it works

    Before each renewal, send a one-page review per account: products used, adoption by role, deals and listings run through Buildout, and two features or products that fit their gaps. Use it for the quarterly business review and the expansion offer.

    Customers expand when they see their own usage and a clear next step.

    Risks and how to handle them

    • Low usage shows

      Pair with a training offer.

    Evidence

    • HiringAccount Manager (remote US, posted August 20, 2026): quota-carrying, owns "renewals and growth across a high-volume book of business, including contract execution, license expansion, price increases"; renews customers "at least 60 days ahead of contract start date"; monitors health "through Salesforce, Planhat, and usage insights"; brings in "Account Executives for cross-sell opportunities"; builds an org map so "the account survives a champion leaving"; represents Buildout at "conferences, customer events/meetings".Source
    • Your websiteThe compare pages position Buildout as "One platform, not three. Marketing, CRM, and back office without separate subscriptions" ("SharpLaunch markets the building. Buildout runs the brokerage"). Customer webinars such as "Building on Buildout: Q1 review, Q2 sneak peek" have their own registration and thank-you pages. Recent blog posts include "How Buildout AI Turns a Signed CRE Listing Into a Live Marketing Campaign".Source
    • Your websitePricing page: "solutions starting at $125 /user/month", priced "on a per user seat count and platform maintenance"; detail sits behind "unlock pricing details" and "See CRM+ upgrades, term incentives, and expansion pricing"; enterprise for "100+ users"; a path for existing customers "Looking to upgrade to the full Buildout Suite".Source
  • 14

    Buildout announced a syndication partnership with Apex Commercial Exchange in February 2026 and has a partners page. National and regional brokerage networks standardize on tools for many offices at once.

    Medium impactMedium effort First result in 2 quarters Product Marketing Manager

    First action

    List current partners and networks.

    How to measure it

    Partner demos

    Now
    –
    Target
    15 a quarter
    By
    2 quarters

    Steps

    1. 1

      List partners

      Syndication and networks.

      Product Marketing Manager 1 week

    2. 2

      Build the kit

      Guides and reports.

      Content Marketing Manager 1 month

    3. 3

      Pick campaigns

      One per quarter.

      Product Marketing Manager 1 week

    4. 4

      Run

      Webinar and email.

      Demand Generation Manager quarterly

    5. 5

      Track

      Referral links.

      Demand Generation Manager ongoing

    6. 6

      Review

      Partner pipeline.

      Product Marketing Manager quarterly

    First result
    2 quarters
    Cost
    Staff time only
    Owner
    Product Marketing Manager

    Smallest test

    Run one webinar with a partner.

    Why it works

    Build a partner content kit (co-branded guides, webinars, listing exposure reports) and run one co-marketing campaign per quarter with a syndication partner or network, tracked by referral link.

    Partners bring trust and reach into offices that cold outreach cannot.

    Risks and how to handle them

    • Partner priorities differ

      Agree goals per campaign.

    Evidence

    • Press releaseFebruary 10, 2026: "Buildout Announces New Syndication Partnership with Apex Commercial Exchange". The site also has a partners page and an ICSC 2026 event page (a "Do More" giveaway with its own terms and thank-you page).Source
    • Your websiteHomepage (checked October 22, 2026): banner "Buildout CRM is here | One Platform. Every stage of the deal."; H1 "Your Brokerage doesn't need more tools. It needs a system that runs the deal."; "Trusted by 50,000+ brokers"; the menu lists Buildout Suite, Buildout Showcase, Buildout CRM, Manage & Close, Rethink by Buildout, Apto and Prospect by Buildout, plus Find & Win, Market and Transact; six video testimonials with case studies; "Different Roles. One shared workflow."Source
    • HiringAccount Manager (remote US, posted August 20, 2026): quota-carrying, owns "renewals and growth across a high-volume book of business, including contract execution, license expansion, price increases"; renews customers "at least 60 days ahead of contract start date"; monitors health "through Salesforce, Planhat, and usage insights"; brings in "Account Executives for cross-sell opportunities"; builds an org map so "the account survives a champion leaving"; represents Buildout at "conferences, customer events/meetings".Source
  • 15

    The homepage says "Different Roles. One shared workflow.", and Buildout already offers interactive demos such as finding off-market properties. Buying a platform involves brokers, marketing coordinators and finance; each wants to see their own day.

    Medium impactMedium effort First result in 1 quarter Demand Generation Manager

    First action

    Script the marketer demo first.

    How to measure it

    Meetings from interactive demos

    Now
    –
    Target
    +20%
    By
    2 quarters

    Steps

    1. 1

      Script demos

      Three roles.

      Product Marketing Manager 2 weeks

    2. 2

      Build

      Interactive tool.

      Demand Generation Manager 1 month

    3. 3

      Place

      Home, pricing, compare.

      Web team 1 week

    4. 4

      Route by role

      Form question.

      Demand Generation Manager 2 days

    5. 5

      Promote

      Email and LinkedIn.

      Content Marketing Manager ongoing

    6. 6

      Measure

      Completions to meetings.

      Demand Generation Manager monthly

    First result
    1 quarter
    Cost
    Tool subscription
    Owner
    Demand Generation Manager

    Smallest test

    Publish the marketer demo.

    Why it works

    Build three short interactive demos, one per role, linked from the homepage, pricing and comparison pages; ask the visitor's role on the demo form and route accordingly.

    Each person in the buying group can sell the platform internally with a demo of their own work.

    Risks and how to handle them

    • Demos go stale

      Review each quarter.

    Evidence

    • Your websiteHomepage (checked October 22, 2026): banner "Buildout CRM is here | One Platform. Every stage of the deal."; H1 "Your Brokerage doesn't need more tools. It needs a system that runs the deal."; "Trusted by 50,000+ brokers"; the menu lists Buildout Suite, Buildout Showcase, Buildout CRM, Manage & Close, Rethink by Buildout, Apto and Prospect by Buildout, plus Find & Win, Market and Transact; six video testimonials with case studies; "Different Roles. One shared workflow."Source
    • Your websiteThe compare pages position Buildout as "One platform, not three. Marketing, CRM, and back office without separate subscriptions" ("SharpLaunch markets the building. Buildout runs the brokerage"). Customer webinars such as "Building on Buildout: Q1 review, Q2 sneak peek" have their own registration and thank-you pages. Recent blog posts include "How Buildout AI Turns a Signed CRE Listing Into a Live Marketing Campaign".Source
    • HiringContent Marketing Manager (remote US, posted October 6, 2026, reporting to the CMO): shapes "our content strategy" across "the CRE buyer journey", from point-of-view pieces to "practical content that helps prospects understand our product and customers make better decisions"; formats from articles and customer stories to "short-form video, webinar, interactive experience"; uses AI to "research faster" and "repurpose assets"; partners with SEO for "traditional search as well as emerging AI-driven discovery"; must "Optimize and refresh existing content"; works with "Sales to create content that helps reps start conversations"; measured on "influenced pipeline".Source

Big bets 3

Larger plays that can change the trajectory.

  • 16

    Buildout's CRM launch promised "greater operational ease and lower cost per deal", and the platform sees how deals move from prospecting to commission across thousands of brokers. No one publishes how long CRE deals take or what each step costs.

    High impactHigh effort First result in 3 quarters CMO

    First action

    List five metrics the platform can measure fairly.

    How to measure it

    Benchmark downloads

    Now
    –
    Target
    3,000
    By
    1 year

    Steps

    1. 1

      Pick metrics

      Five fair measures.

      CMO 1 month

    2. 2

      Privacy review

      Aggregate only.

      Legal 1 month

    3. 3

      Analyze

      Platform data and survey.

      Data analyst 2 months

    4. 4

      Write

      Report and pages.

      Content Marketing Manager 1 month

    5. 5

      Launch

      Press and events.

      CMO 1 month

    6. 6

      Use in sales

      Benchmark slide.

      Account Executive ongoing

    First result
    3 quarters
    Cost
    Analyst time
    Owner
    CMO

    Smallest test

    Publish one benchmark chart.

    Why it works

    Publish an annual benchmark from aggregated, anonymized platform data and a survey: time from listing to marketing, proposal turnaround, follow-up gaps and commission processing time, by firm size and property type. Use it in sales, press and the DNA of CRE series.

    A benchmark gives Buildout an authority no rival can copy and turns its main promise into numbers.

    Risks and how to handle them

    • Data skewed to customers

      State the sample and add a survey.

    Evidence

    • Press releaseMarch 10, 2026: "Buildout launches CRM, completing the industry's first AI-powered end-to-end deal engine for CRE"; with CRM in Buildout Suite, "brokerages can manage the entire deal lifecycle within one shared system and one data layer"; the company calls it "a strategic shift" from "a collection of CRE tools" to "a true end-to-end operating platform".Source
    • Your website"2026 DNA of CRE by the numbers": an infographic from Buildout's broker research on "the rapid surge in AI adoption" and "the enduring power of human connection"; it highlights "the top three tasks brokers are offloading to AI" and that "82% of brokers still prioritize human connection". The full reports sit behind forms.Source
    • HiringContent Marketing Manager (remote US, posted October 6, 2026, reporting to the CMO): shapes "our content strategy" across "the CRE buyer journey", from point-of-view pieces to "practical content that helps prospects understand our product and customers make better decisions"; formats from articles and customer stories to "short-form video, webinar, interactive experience"; uses AI to "research faster" and "repurpose assets"; partners with SEO for "traditional search as well as emerging AI-driven discovery"; must "Optimize and refresh existing content"; works with "Sales to create content that helps reps start conversations"; measured on "influenced pipeline".Source
  • 17

    Buildout writes about how its AI turns a signed listing into a live marketing campaign. Brokers judge AI by what it produces for their own property.

    High impactHigh effort First result in 3 quarters Product Marketing Manager

    First action

    Prototype the output for ten real listings.

    How to measure it

    Demos from the tool

    Now
    –
    Target
    40 a month
    By
    3 quarters

    Steps

    1. 1

      Scope output

      Description, email, posts.

      Product Marketing Manager 2 weeks

    2. 2

      Build

      Web tool.

      Product team 1 quarter

    3. 3

      Guardrails

      Accuracy and fair housing language.

      Legal 1 month

    4. 4

      Launch

      Content and LinkedIn.

      Content Marketing Manager 1 month

    5. 5

      Nurture

      By market.

      Demand Generation Manager ongoing

    6. 6

      Measure

      Users to demos.

      Demand Generation Manager monthly

    First result
    3 quarters
    Cost
    Product time
    Owner
    Product Marketing Manager

    Smallest test

    Run the prompt by hand for ten brokers.

    Why it works

    Offer a free web tool: enter a property address and basic details, get a draft listing description, email and social posts, with the full OM and campaign available in Buildout. Collect the broker's email and market.

    A useful free output proves the AI claim in seconds and creates qualified leads by property type and market.

    Risks and how to handle them

    • Generic output

      Use property data, not just the address.

    Evidence

    • Your websiteThe compare pages position Buildout as "One platform, not three. Marketing, CRM, and back office without separate subscriptions" ("SharpLaunch markets the building. Buildout runs the brokerage"). Customer webinars such as "Building on Buildout: Q1 review, Q2 sneak peek" have their own registration and thank-you pages. Recent blog posts include "How Buildout AI Turns a Signed CRE Listing Into a Live Marketing Campaign".Source
    • Your websiteHomepage (checked October 22, 2026): banner "Buildout CRM is here | One Platform. Every stage of the deal."; H1 "Your Brokerage doesn't need more tools. It needs a system that runs the deal."; "Trusted by 50,000+ brokers"; the menu lists Buildout Suite, Buildout Showcase, Buildout CRM, Manage & Close, Rethink by Buildout, Apto and Prospect by Buildout, plus Find & Win, Market and Transact; six video testimonials with case studies; "Different Roles. One shared workflow."Source
    • Your websiteMobile app page: "Get the Buildout app, find new deals"; "The most robust research map in CRE fits in the palm of your hand", an in-app AI assistant, owner data, "Exclusive Listings: Access off-market and Buildout-only opportunities"; "Set up your free account today". The iOS app is on the App Store, but the homepage's Google Play download button leads to a Play Store page that returns "not found" (checked twice on October 22, 2026).Source
  • 18

    Buildout calls the CRM launch a shift to "a true end-to-end operating platform", but customers still buy separate products, and Account Managers handle license expansion and price changes on a high-volume book.

    High impactHigh effort First result in 4 quarters Director of Account Management

    First action

    Measure today's share of accounts on the full suite.

    How to measure it

    Accounts on the full suite

    Now
    –
    Target
    +20 points
    By
    4 quarters

    Steps

    1. 1

      Baseline

      Suite share by segment.

      Revenue Operations 2 weeks

    2. 2

      Define paths

      Three upgrade paths.

      Product Marketing Manager 1 month

    3. 3

      Package incentives

      Term offers.

      Director of Account Management 1 month

    4. 4

      Run at renewal

      AM plans.

      Account Manager ongoing

    5. 5

      Support adoption

      Onboarding per path.

      Customer Success ongoing

    6. 6

      Report

      Quarterly.

      Director of Account Management quarterly

    First result
    4 quarters
    Cost
    Incentive cost
    Owner
    Director of Account Management

    Smallest test

    Pilot the paths with one segment.

    Why it works

    Set a suite adoption target, give every account a path (marketing-only, CRM-only, full suite), package term incentives, and report suite penetration and retention by segment each quarter.

    Suite customers use more of the platform and are harder to replace.

    Risks and how to handle them

    • Forced upgrades cause churn

      Lead with value and keep standalone options.

    Builds on

    Evidence

    • Press releaseMarch 10, 2026: "Buildout launches CRM, completing the industry's first AI-powered end-to-end deal engine for CRE"; with CRM in Buildout Suite, "brokerages can manage the entire deal lifecycle within one shared system and one data layer"; the company calls it "a strategic shift" from "a collection of CRE tools" to "a true end-to-end operating platform".Source
    • HiringAccount Manager (remote US, posted August 20, 2026): quota-carrying, owns "renewals and growth across a high-volume book of business, including contract execution, license expansion, price increases"; renews customers "at least 60 days ahead of contract start date"; monitors health "through Salesforce, Planhat, and usage insights"; brings in "Account Executives for cross-sell opportunities"; builds an org map so "the account survives a champion leaving"; represents Buildout at "conferences, customer events/meetings".Source
    • Your websitePricing page: "solutions starting at $125 /user/month", priced "on a per user seat count and platform maintenance"; detail sits behind "unlock pricing details" and "See CRM+ upgrades, term incentives, and expansion pricing"; enterprise for "100+ users"; a path for existing customers "Looking to upgrade to the full Buildout Suite".Source

Wildcards 3

Unexpected experiments, each with a cheap way to test it.

  • 19

    Account Managers are asked to build org maps so an account survives "a champion leaving". In CRE, brokers move between firms often, and a broker who used Buildout at one firm is a warm lead at the next.

    High impactLow effort First result in 1 quarter Account Manager

    First action

    List users who left customer accounts in the last six months.

    How to measure it

    Accounts from moved brokers

    Now
    –
    Target
    10 a year
    By
    3 quarters

    Steps

    1. 1

      List leavers

      Last six months.

      Account Manager 1 week

    2. 2

      Find new firms

      LinkedIn.

      Account Manager 1 week

    3. 3

      Hand to AEs

      Warm intro.

      Account Manager ongoing

    4. 4

      Offer

      Bring-your-workflow trial.

      Account Executive ongoing

    5. 5

      Thank the champion

      Small gift.

      Account Manager ongoing

    6. 6

      Track

      New accounts.

      Revenue Operations quarterly

    First result
    1 quarter
    Cost
    Staff time only
    Owner
    Account Manager

    Smallest test

    Contact five former users.

    Why it works

    When a known user leaves a customer account, ask permission to stay in touch, watch for their new firm on LinkedIn, and have the AE reach out with a "bring your workflow" offer. Track the new accounts that start this way.

    Former users already know the product, so these deals close faster.

    Risks and how to handle them

    • Feels like poaching

      Only contact the broker, never the former firm's data.

    Evidence

    • HiringAccount Manager (remote US, posted August 20, 2026): quota-carrying, owns "renewals and growth across a high-volume book of business, including contract execution, license expansion, price increases"; renews customers "at least 60 days ahead of contract start date"; monitors health "through Salesforce, Planhat, and usage insights"; brings in "Account Executives for cross-sell opportunities"; builds an org map so "the account survives a champion leaving"; represents Buildout at "conferences, customer events/meetings".Source
    • Your websiteHomepage (checked October 22, 2026): banner "Buildout CRM is here | One Platform. Every stage of the deal."; H1 "Your Brokerage doesn't need more tools. It needs a system that runs the deal."; "Trusted by 50,000+ brokers"; the menu lists Buildout Suite, Buildout Showcase, Buildout CRM, Manage & Close, Rethink by Buildout, Apto and Prospect by Buildout, plus Find & Win, Market and Transact; six video testimonials with case studies; "Different Roles. One shared workflow."Source
  • 20

    The DNA of CRE research covers how brokers work and use AI. Office, retail, industrial and multifamily brokers each care about their own segment, and the content role is asked to create carousels and infographics itself.

    Medium impactLow effort First result in 1 quarter Content Marketing Manager

    First action

    Make the first carousel for retail brokers.

    How to measure it

    Carousel shares

    Now
    –
    Target
    +50%
    By
    2 quarters

    Steps

    1. 1

      Pick data

      By property type.

      Content Marketing Manager 1 week

    2. 2

      Design

      Template in Canva or Figma.

      Content Marketing Manager 1 week

    3. 3

      Post

      Monthly per type.

      Content Marketing Manager monthly

    4. 4

      Ask customers

      To share.

      Account Manager monthly

    5. 5

      Link guides

      Matching content.

      Content Marketing Manager monthly

    6. 6

      Measure

      Shares and clicks.

      Demand Generation Manager monthly

    First result
    1 quarter
    Cost
    Staff time only
    Owner
    Content Marketing Manager

    Smallest test

    Post one carousel this month.

    Why it works

    Make one carousel per property type each month from the research and platform trends, with a link to the matching guide or demo. Encourage customers to share the ones about their segment.

    Segment-specific content gets shared by brokers in that segment, who are the buyers.

    Risks and how to handle them

    • Thin data per type

      Combine with platform trends.

    Evidence

    • Your website"2026 DNA of CRE by the numbers": an infographic from Buildout's broker research on "the rapid surge in AI adoption" and "the enduring power of human connection"; it highlights "the top three tasks brokers are offloading to AI" and that "82% of brokers still prioritize human connection". The full reports sit behind forms.Source
    • HiringContent Marketing Manager (remote US, posted October 6, 2026, reporting to the CMO): shapes "our content strategy" across "the CRE buyer journey", from point-of-view pieces to "practical content that helps prospects understand our product and customers make better decisions"; formats from articles and customer stories to "short-form video, webinar, interactive experience"; uses AI to "research faster" and "repurpose assets"; partners with SEO for "traditional search as well as emerging AI-driven discovery"; must "Optimize and refresh existing content"; works with "Sales to create content that helps reps start conversations"; measured on "influenced pipeline".Source
  • 21

    Account Managers attend conferences and customer events, and Buildout runs events such as its ICSC 2026 giveaway. The content role needs customer stories and short video.

    Medium impactLow effort First result in 1 quarter Content Marketing Manager

    First action

    Plan interviews for the next conference.

    How to measure it

    Customer clips per event

    Now
    –
    Target
    5
    By
    2 quarters

    Steps

    1. 1

      Pick the question

      One per event.

      Content Marketing Manager 1 day

    2. 2

      Book customers

      Via AMs.

      Account Manager 2 weeks

    3. 3

      Record

      Phone and mic.

      Content Marketing Manager per event

    4. 4

      Get approval

      Release forms.

      Content Marketing Manager per event

    5. 5

      Publish

      Clips and post.

      Content Marketing Manager 1 week

    6. 6

      Measure

      Views and replies.

      Demand Generation Manager monthly

    First result
    1 quarter
    Cost
    Small kit budget
    Owner
    Content Marketing Manager

    Smallest test

    Record three interviews at the next event.

    Why it works

    At each event, record five two-minute interviews with customers on one question ("What changed in your deal flow this year?"), and turn them into clips, quotes and a short post.

    Events become a content source, not just a cost, and customers like being featured.

    Risks and how to handle them

    • Rushed content

      Edit after the event, not on site.

    Evidence

    • HiringAccount Manager (remote US, posted August 20, 2026): quota-carrying, owns "renewals and growth across a high-volume book of business, including contract execution, license expansion, price increases"; renews customers "at least 60 days ahead of contract start date"; monitors health "through Salesforce, Planhat, and usage insights"; brings in "Account Executives for cross-sell opportunities"; builds an org map so "the account survives a champion leaving"; represents Buildout at "conferences, customer events/meetings".Source
    • Press releaseFebruary 10, 2026: "Buildout Announces New Syndication Partnership with Apex Commercial Exchange". The site also has a partners page and an ICSC 2026 event page (a "Do More" giveaway with its own terms and thank-you page).Source
    • HiringContent Marketing Manager (remote US, posted October 6, 2026, reporting to the CMO): shapes "our content strategy" across "the CRE buyer journey", from point-of-view pieces to "practical content that helps prospects understand our product and customers make better decisions"; formats from articles and customer stories to "short-form video, webinar, interactive experience"; uses AI to "research faster" and "repurpose assets"; partners with SEO for "traditional search as well as emerging AI-driven discovery"; must "Optimize and refresh existing content"; works with "Sales to create content that helps reps start conversations"; measured on "influenced pipeline".Source

03

How Programmable can help

Where an idea in this playbook is something Programmable builds or runs, it's listed here with what we'd do. Everything else is yours to run.

ProgrammableTalk

Fill the events in this plan

These ideas are events. Talk gets registrants for them and tells you who's coming and what their company does before the day.

Plan an event (opens programmable.talk in a new tab)
ProgrammableDigital

Show it, don't just describe it

These ideas need something to show: a demo, a video, an animation, graphics or a deck. Digital turns screenshots or the site into all of them, in the company's own brand.

Make a demo (opens programmable.digital in a new tab)
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See every playbook and website review

Independent research. Programmable wrote this playbook from public sources, as they stood on October 23, 2026, and cites them throughout. Buildout did not commission, review or endorse it, and Programmable is not affiliated with Buildout. Company and product names are trademarks of their owners, used only to identify them. The ideas are suggestions and opinion, not professional, legal or financial advice, and not statements about how Buildout runs its business.

Something wrong, or do you represent Buildout? Email [email protected] and we will correct it or take it down.

30/60/90 roadmap

What to focus on in each month, and the ideas that carry it.

  1. Days 1 to 307 ideas

    Rewrite the Apto guide, fix the Android link, de-index thank-you pages, fix layout shift, publish comparison pages and a product map; start the conference interviews.

  2. Days 31 to 6011 ideas

    Migration offers at renewal, open DNA research, video clips, the free app as a front door, pricing examples, a blog audit, account reviews, partner campaigns and role demos; follow moved brokers and post segment carousels.

  3. Days 61 to 903 ideas

    Commit to the big bets: a cost-per-deal benchmark, a free listing-to-campaign tool and full suite adoption across the base.

The research behind the plan

3 research areas, each summarised in a few lines. Open any of them for the full detail.

Customers

What customers say

Customers value professional marketing materials fast. The most cited problem: re-entering property data across tools.

  • Time saved on manual work
  • Building proposals from scratch
  • In their words: “OM”

Market

Competitive landscape

5 competitors compared: RealNex, SharpLaunch, IntellCRE, Salesforce-based CRE CRMs (such as Ascendix) and 1 more.

  • Gap to exploit: Clear migration paths off legacy CRMs
  • RealNex: Smaller brand in brokerage marketing
  • SharpLaunch: No CRM or back office

Hiring signals

Buildout's hiring is about content and retention.

  • Content Marketing Manager: Refresh content, AI-driven discovery, formats and sales content. Ideas 1, 5, 6, 8, 9, 12, 20, 21.
  • Account Manager: Renewals, expansion and cross-sell. Ideas 7, 13, 18, 19.

From the team that wrote this playbook

All products
  • ProgrammableAgencyWorking AI systems in days, not quarters (opens programmable.agency in a new tab)
  • ProgrammableInfoAn agent that finds, researches and asks first (opens programmable.info in a new tab)
  • ProgrammableDigitalScreenshots in, an animated product demo out (opens programmable.digital in a new tab)
  • ProgrammableWatchKnow the day a supplier falls out of compliance (opens programmable.watch in a new tab)
  • ProgrammableTalkGet registrants for your events, and know who’s coming (opens programmable.talk in a new tab)
  • ProgrammablePageText what you need, your customer gets a page that works (opens programmable.page in a new tab)
  • ProgrammableCommunityForums with labelled AI members, never empty (opens programmable.community in a new tab)
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