Dealpath growth playbook

In one week: rewrite the homepage title and description around "AI-powered operating system for real estate investing" with the proof ($10T+, 300+ firms, 65% of institutional listings on Connect); replace the auto-generated llms.txt with a hand-written one that explains Dealpath AI, MCP, Connect and the plans in plain sentences and drops test and copy entries; point /ai/mcp-plp/ at /ai/mcp/ with a canonical (or noindex it) so one page collects the launch traffic; add "Dealpath MCP and Dealpath AI included" to the Enterprise plan. Then ask Claude, ChatGPT and Copilot "What is Dealpath?" and "Does Dealpath work with Claude?" before and after, and keep the answers as a baseline.

Buyers of an MCP product are, by definition, people who ask an AI assistant first. If the assistant's answer is "deal management software", the launch message never reaches them. These are text edits, not a redesign, and they make the positioning the new PMM writes visible everywhere at once.

[ ] Homepage title: AI-powered operating system for real estate investing
[ ] Meta descriptions on home, plans, /ai/, /ai/mcp/
[ ] Hand-written llms.txt (products, plans, proof, links)
[ ] Remove "Test" slides, "-copy" slugs and closed jobs from llms.txt
[ ] Canonical /ai/mcp-plp/ to /ai/mcp/
[ ] MCP and Dealpath AI on the Enterprise plan
[ ] Baseline and monthly assistant answers saved

• Losing the "deal management" search term

  Keep "deal management" in the description and H2s; it is still how buyers search.

• Paid campaigns still need the PLP

  Keep the URL live for ads with a canonical to the main page.

• HiringSenior Product Marketing Manager (San Francisco, posted September 3, 2026): "help shape how we position, launch, and grow our platform as we expand the role of AI, data, and intelligent workflows"; "Translate complex AI, data, and product capabilities into clear customer value and help strengthen Dealpath's position as an AI-driven platform for institutional commercial real estate"; owns GTM for launches, "customer research, competitive intelligence, and win/loss analysis", customer profiles and personas, "pricing and packaging strategy" and "competitor comparisons, objection handling".Source
• Your websiteHomepage (checked October 22, 2026): the H1 says "The AI-Powered Operating System for Real Estate Investing" and the top banner says "New Dealpath MCP: Connect Your Claude, ChatGPT, or Copilot to Your Investment Record", but the page title is still "Dealpath: Real Estate's Leading Deal Management Software" and the meta description is "Manage acquisitions, dispositions, development, and financing across teams with a single deal management platform". "Trusted by 300+ Firms, Powering $10T+ in Transactions".Source
• Your websitedealpath.com/llms.txt, the summary file written for AI assistants (generated by Yoast SEO), opens "Dealpath: Real Estate's most trusted deal management platform" with the old deal-management description. It lists "MCP PLP" next to "MCP", three "Case Study Slider" entries named "Test 3", "Test Two Slide" and "Test One Slide", two closed job pages, and a Cherre integration whose address ends "lionpoint-group-copy". It does not mention Dealpath AI, Dealpath Connect or the 2026 survey report in its headline sections.Source
• Your websiteDealpath MCP has two live, indexable copies: /ai/mcp/ and /ai/mcp-plp/, with the same title ("Dealpath MCP | Connect Your AI to Your Deal Record"), the same H1 and a self-referencing canonical on each; both are in the page sitemap. The page FAQ says MCP "works with Claude, ChatGPT, and Microsoft Copilot", is "read-only by default", and "is included at no additional cost for Dealpath clients on the Enterprise plan"; every call to action on it is "Request Demo".Source
• Your websitePlans page: Professional and Enterprise, both "Request Demo"; the Enterprise list (SSO, open API, sandboxes, "Roadmap previews and early access to exclusive betas") does not mention MCP or Dealpath AI. Plans "typically include a minimum of five users"; "Implementation typically takes 6-8 weeks". In the page HTML the proof counters read "0 / 0 * Implementation Net Promoter Score" and "2 Average Support Response Time" (no unit): the real figures only appear after a script animates them.Source
• News coverageBusiness Wire, October 20, 2026: "Dealpath Launches Dealpath MCP, Connecting Investment Teams' AI to Live Market Opportunities and Proprietary Investment Intelligence". Earlier in 2026: Dealpath AI (May 19), Avison Young (May 6) and Northmarq (June 25) joining Dealpath Connect, Cushman & Wakefield (March), and the State of AI survey (July 8) reporting "Near-Universal Adoption, Yet Limited Impact to Date".Source

Add the three releases with their own pages on dealpath.com (not only Business Wire links), link each to the product page, and add news posting to the launch checklist so releases land on the site the same day.

Institutional buyers and brokers check the newsroom during diligence; hosting releases on the site also earns the links and the AI citations instead of the wire service.

• Duplicate content with the wire

  Publish first on dealpath.com, then distribute.

• Your websiteNews and Awards page (checked October 22, 2026): the newest press release is the VP of Marketing appointment, then items dated June 2 and May 2026. The Dealpath MCP launch (Business Wire, October 20, 2026), Northmarq joining Dealpath Connect (June 25, 2026) and the 2026 State of AI in CRE Investing survey (July 8, 2026) are not listed.Source
• News coverageBusiness Wire, October 20, 2026: "Dealpath Launches Dealpath MCP, Connecting Investment Teams' AI to Live Market Opportunities and Proprietary Investment Intelligence". Earlier in 2026: Dealpath AI (May 19), Avison Young (May 6) and Northmarq (June 25) joining Dealpath Connect, Cushman & Wakefield (March), and the State of AI survey (July 8) reporting "Near-Universal Adoption, Yet Limited Impact to Date".Source
• Press releaseDealpath's new Vice President of Marketing (August 2026) comes from more than a decade at CoStar Group, where at LoopNet she led brand, product marketing and growth as marketplace revenue grew "from approximately $100 million to more than $300 million"; at Dealpath she owns "global marketing strategy, brand, demand generation, product marketing, and partner marketing, with an immediate focus on scaling Dealpath AI and Connect across both the buy side and the sell side".Source

Give every paid copy a canonical to its original (or noindex), remove test pages, redirect finished event pages to the events or webinars hub, and exclude page types such as "Case Study Slider" from the sitemap and llms.txt. Add a rule: new PLPs are noindex by default.

One strong page per topic ranks better than two weak ones, and paid campaigns keep their own URLs for clean tracking.

• Breaking ad tracking

  Keep PLP URLs live; change only indexing.

• SitemapPage sitemap (113 URLs, October 22, 2026): paid landing-page copies indexed beside their originals with self-canonicals (/crm-plp/ beside /crm/, /dealpath-connect-buyer-lp/ beside /dealpath-connect-buyer/, /ai/mcp-plp/ beside /ai/mcp/), a /test-gtm-cookie/ page, past event pages (a November 2025 client gathering, a golf night, a Nashville analyst event), and /crm/ and /crm-plp/ with no meta description. The job sitemap lists 21 roles, two of which now return "Page not found".Source
• Your websitedealpath.com/llms.txt, the summary file written for AI assistants (generated by Yoast SEO), opens "Dealpath: Real Estate's most trusted deal management platform" with the old deal-management description. It lists "MCP PLP" next to "MCP", three "Case Study Slider" entries named "Test 3", "Test Two Slide" and "Test One Slide", two closed job pages, and a Cherre integration whose address ends "lionpoint-group-copy". It does not mention Dealpath AI, Dealpath Connect or the 2026 survey report in its headline sections.Source
• Your websiteDealpath MCP has two live, indexable copies: /ai/mcp/ and /ai/mcp-plp/, with the same title ("Dealpath MCP | Connect Your AI to Your Deal Record"), the same H1 and a self-referencing canonical on each; both are in the page sitemap. The page FAQ says MCP "works with Claude, ChatGPT, and Microsoft Copilot", is "read-only by default", and "is included at no additional cost for Dealpath clients on the Enterprise plan"; every call to action on it is "Request Demo".Source

Replace the animated counters with static numbers (or render the final value in the HTML), add the unit to the response time, and add a short source line ("implementation NPS, 2026 clients"). Use the same figures in sales decks.

Proof that reads as zero is worse than no proof; static numbers are what AI summaries and procurement reviewers quote.

• Numbers go stale

  Date them and refresh each quarter.

• Your websitePlans page: Professional and Enterprise, both "Request Demo"; the Enterprise list (SSO, open API, sandboxes, "Roadmap previews and early access to exclusive betas") does not mention MCP or Dealpath AI. Plans "typically include a minimum of five users"; "Implementation typically takes 6-8 weeks". In the page HTML the proof counters read "0 / 0 * Implementation Net Promoter Score" and "2 Average Support Response Time" (no unit): the real figures only appear after a script animates them.Source
• Your websitedealpath.com/llms.txt, the summary file written for AI assistants (generated by Yoast SEO), opens "Dealpath: Real Estate's most trusted deal management platform" with the old deal-management description. It lists "MCP PLP" next to "MCP", three "Case Study Slider" entries named "Test 3", "Test Two Slide" and "Test One Slide", two closed job pages, and a Cherre integration whose address ends "lionpoint-group-copy". It does not mention Dealpath AI, Dealpath Connect or the 2026 survey report in its headline sections.Source

Add a "Already a client? Connect now" section to the MCP page with a setup guide per assistant (Claude, ChatGPT, Copilot), the IT approval note (read-only by default, permissions follow the user), and the five prompts from the "OM to IC" webinar. CSMs send it to every Enterprise account with an offer of a 20-minute setup call, and track connected accounts.

Usage of a new AI feature is the clearest renewal and upsell signal there is, and clients who connect their own assistant to Dealpath are harder to replace with an in-house build.

• IT teams block custom connectors

  Lead with the security note and offer a call with IT.

• Your websiteDealpath MCP has two live, indexable copies: /ai/mcp/ and /ai/mcp-plp/, with the same title ("Dealpath MCP | Connect Your AI to Your Deal Record"), the same H1 and a self-referencing canonical on each; both are in the page sitemap. The page FAQ says MCP "works with Claude, ChatGPT, and Microsoft Copilot", is "read-only by default", and "is included at no additional cost for Dealpath clients on the Enterprise plan"; every call to action on it is "Request Demo".Source
• HiringCustomer success build-out (posted October 5-12, 2026): a Director of Customer Success who will "Own performance against key metrics including Gross Revenue Retention (GRR), Net Revenue Retention (NRR), renewals, expansion pipeline, adoption, and customer health", "Define and operationalize the customer lifecycle: onboarding handoff, adoption milestones, value realization" and "Build and refine customer health scoring"; plus a Customer Success Manager, Enterprise, a Senior Customer Success Manager, Enterprise and a Manager, Customer Support in New York.Source
• Your websiteMCP pages: "Brokerages representing 65% of institutional listings are on Dealpath"; Connect listings come from "JLL, CBRE, Cushman & Wakefield, and other leading brokerages", and "Since Connect listing data can't be stored outside Dealpath, Dealpath MCP is the only way to bring those listings into your AI tool". A webinar page is titled "5 AI Prompts That Take a Deal from OM to IC".Source
• Your websitePlans FAQ: "Your firm owns all data entered into Dealpath. This data will not be used by our team, shared with other customers or third parties, monetized, or ingested into a large language model. Dealpath is SOC 2 Type 2 compliant". Integrations named: Esri, Google Maps, CompStak, Microsoft Word and Outlook, Box, Dropbox, Okta, Excel import.Source

Pick one tag manager and one session-recording tool, load the rest of the marketing tags after the page is usable, inline the hero image, and remove unused CSS from the page builder. Re-test after each change.

Faster pages lift demo requests from mobile visitors who click from LinkedIn or email, and fewer tools means cleaner data.

• Losing attribution data

  Agree with demand generation which tags stay.

• Google PageSpeedHomepage on mobile (October 22, 2026): performance 52/100 (desktop 71); the main image (the "AI-Powered Operating System" hero) appears after 23.8 s in the lab, 3.7 MB and 213 requests, 1.4 MB of it from 28 third-party services, including two tag managers (Google and Adobe) and two session-recording tools (Hotjar and Microsoft Clarity). Real Chrome visitors fail Core Web Vitals on loading: LCP 2.8 s at the 75th percentile (limit 2.5 s), INP 155 ms and CLS 0 pass. Top fixes: render-blocking requests (about 3.3 s), unused CSS (2.2 s) and unused JavaScript (2.1 s).Source

Interview ten recent wins and losses, turn the patterns into internal competitor comparisons, then publish factual comparison pages (Dealpath vs DealCloud, Dealpath vs spreadsheets and in-house builds) covering workflows, Connect listings, AI and MCP, implementation time and security.

Comparison searches are late-stage, and fair pages are what AI assistants quote when asked to compare vendors.

• Claims go stale

  Date each page and cite sources.

• HiringSenior Product Marketing Manager (San Francisco, posted September 3, 2026): "help shape how we position, launch, and grow our platform as we expand the role of AI, data, and intelligent workflows"; "Translate complex AI, data, and product capabilities into clear customer value and help strengthen Dealpath's position as an AI-driven platform for institutional commercial real estate"; owns GTM for launches, "customer research, competitive intelligence, and win/loss analysis", customer profiles and personas, "pricing and packaging strategy" and "competitor comparisons, objection handling".Source
• Competitor researchRivals' own homepages: Intapp DealCloud for real estate, "The AI-powered deal and relationship intelligence platform"; Altus Group, "Software, data, and expertise to power confident investment decisions across the entire CRE lifecycle" (ARGUS); Northspyre, "Real Estate Development Management Software". Dealpath's own blog argues build vs. buy against in-house tools.See the research Source
• Your websiteContent: 24 case-study pages, the newest updated October 2025 (Blackstone, Four Corners Property Trust, Origin Investments, Link Logistics, IDI Logistics and others), none about AI or MCP outcomes; a blog post "Build vs. Buy for Deal Management" (July 2026); gated reports such as "The 2026 State of AI in CRE Investing: Adoption Without Impact"; customer training pages (new user training, admin tools fundamentals) from 2024; event pages for happy hours, a golf night and analyst events.Source

Pick three clients using AI Deal Screening, AI Comps or MCP, measure time from OM to screen and deals screened per analyst, and publish the stories with numbers. Use them in the MCP page, the survey follow-up and SDR outreach.

Measured AI impact is exactly what the survey says the market lacks, which makes these the most persuasive proof Dealpath can publish.

• Clients will not be named

  Publish anonymised by firm type and AUM.

• Your websiteContent: 24 case-study pages, the newest updated October 2025 (Blackstone, Four Corners Property Trust, Origin Investments, Link Logistics, IDI Logistics and others), none about AI or MCP outcomes; a blog post "Build vs. Buy for Deal Management" (July 2026); gated reports such as "The 2026 State of AI in CRE Investing: Adoption Without Impact"; customer training pages (new user training, admin tools fundamentals) from 2024; event pages for happy hours, a golf night and analyst events.Source
• Your websiteDealpath AI page: AI Deal Screening (tear sheets from OMs, rent rolls and T12s "in seconds"), AI Comps (from the firm's database, MSCI RCA and third parties), AI Listing Insights, AI Extract, an AI Excel Assistant for "Claude's and ChatGPT's Excel add-ins", and "What's Coming: Dealpath AI Agents" for screening, underwriting scenarios and IC memos. A New York Life Investments quote calls Dealpath "a trusted partner ... to accelerate our AI roadmap".Source
• News coverageBusiness Wire, October 20, 2026: "Dealpath Launches Dealpath MCP, Connecting Investment Teams' AI to Live Market Opportunities and Proprietary Investment Intelligence". Earlier in 2026: Dealpath AI (May 19), Avison Young (May 6) and Northmarq (June 25) joining Dealpath Connect, Cushman & Wakefield (March), and the State of AI survey (July 8) reporting "Near-Universal Adoption, Yet Limited Impact to Date".Source
• HiringCustomer success build-out (posted October 5-12, 2026): a Director of Customer Success who will "Own performance against key metrics including Gross Revenue Retention (GRR), Net Revenue Retention (NRR), renewals, expansion pipeline, adoption, and customer health", "Define and operationalize the customer lifecycle: onboarding handoff, adoption milestones, value realization" and "Build and refine customer health scoring"; plus a Customer Success Manager, Enterprise, a Senior Customer Success Manager, Enterprise and a Manager, Customer Support in New York.Source

Publish a prompt library: one page per prompt with the business question, the prompt, what Dealpath returns, and the setup it needs. Group by role (acquisitions, debt, development, asset management). Every page links to the client setup guide and a demo.

Prompt pages match how analysts search ("prompt to screen an OM") and give AI assistants concrete examples of what Dealpath MCP does.

• Showing client data

  Use invented sample deals.

• Your websiteMCP pages: "Brokerages representing 65% of institutional listings are on Dealpath"; Connect listings come from "JLL, CBRE, Cushman & Wakefield, and other leading brokerages", and "Since Connect listing data can't be stored outside Dealpath, Dealpath MCP is the only way to bring those listings into your AI tool". A webinar page is titled "5 AI Prompts That Take a Deal from OM to IC".Source
• Your websiteDealpath MCP has two live, indexable copies: /ai/mcp/ and /ai/mcp-plp/, with the same title ("Dealpath MCP | Connect Your AI to Your Deal Record"), the same H1 and a self-referencing canonical on each; both are in the page sitemap. The page FAQ says MCP "works with Claude, ChatGPT, and Microsoft Copilot", is "read-only by default", and "is included at no additional cost for Dealpath clients on the Enterprise plan"; every call to action on it is "Request Demo".Source
• Your websiteDealpath AI page: AI Deal Screening (tear sheets from OMs, rent rolls and T12s "in seconds"), AI Comps (from the firm's database, MSCI RCA and third parties), AI Listing Insights, AI Extract, an AI Excel Assistant for "Claude's and ChatGPT's Excel add-ins", and "What's Coming: Dealpath AI Agents" for screening, underwriting scenarios and IC memos. A New York Life Investments quote calls Dealpath "a trusted partner ... to accelerate our AI roadmap".Source

Cut the survey by firm type and AUM band, write a one-page benchmark for each band, and send prospects their band's results with one question ("where does your team sit?"). Follow up with an AI screening demo on one of their own public deals.

Peer benchmarks get replies from senior investors who ignore product email, and the survey is already paid for.

• Survey sample too small per band

  Merge bands where needed.

• HiringSales Development Representative (New York, posted July 31, 2026): "Generate and qualify inbound and outbound leads", "Partner with sales enablement and marketing to craft and implement new and creative outreach strategies", "Leverage AI tools and automation to research accounts, personalize outreach" and "Represent Dealpath at industry events". Implementation Managers are also open in New York, Austin and San Francisco, plus a Senior Manager, Talent Acquisition.Source
• News coverageBusiness Wire, October 20, 2026: "Dealpath Launches Dealpath MCP, Connecting Investment Teams' AI to Live Market Opportunities and Proprietary Investment Intelligence". Earlier in 2026: Dealpath AI (May 19), Avison Young (May 6) and Northmarq (June 25) joining Dealpath Connect, Cushman & Wakefield (March), and the State of AI survey (July 8) reporting "Near-Universal Adoption, Yet Limited Impact to Date".Source
• Your websiteContent: 24 case-study pages, the newest updated October 2025 (Blackstone, Four Corners Property Trust, Origin Investments, Link Logistics, IDI Logistics and others), none about AI or MCP outcomes; a blog post "Build vs. Buy for Deal Management" (July 2026); gated reports such as "The 2026 State of AI in CRE Investing: Adoption Without Impact"; customer training pages (new user training, admin tools fundamentals) from 2024; event pages for happy hours, a golf night and analyst events.Source

Add AI usage (screens run, comps attached, MCP queries) to the health score as an adoption milestone, set a 60-day target after go-live, and trigger CSM outreach for accounts with none.

A health score that ignores the newest, stickiest features under-warns on risk and misses expansion signals.

• Usage data incomplete

  Start with the events already logged.

• HiringCustomer success build-out (posted October 5-12, 2026): a Director of Customer Success who will "Own performance against key metrics including Gross Revenue Retention (GRR), Net Revenue Retention (NRR), renewals, expansion pipeline, adoption, and customer health", "Define and operationalize the customer lifecycle: onboarding handoff, adoption milestones, value realization" and "Build and refine customer health scoring"; plus a Customer Success Manager, Enterprise, a Senior Customer Success Manager, Enterprise and a Manager, Customer Support in New York.Source
• Your websiteDealpath AI page: AI Deal Screening (tear sheets from OMs, rent rolls and T12s "in seconds"), AI Comps (from the firm's database, MSCI RCA and third parties), AI Listing Insights, AI Extract, an AI Excel Assistant for "Claude's and ChatGPT's Excel add-ins", and "What's Coming: Dealpath AI Agents" for screening, underwriting scenarios and IC memos. A New York Life Investments quote calls Dealpath "a trusted partner ... to accelerate our AI roadmap".Source
• Your websiteDealpath MCP has two live, indexable copies: /ai/mcp/ and /ai/mcp-plp/, with the same title ("Dealpath MCP | Connect Your AI to Your Deal Record"), the same H1 and a self-referencing canonical on each; both are in the page sitemap. The page FAQ says MCP "works with Claude, ChatGPT, and Microsoft Copilot", is "read-only by default", and "is included at no additional cost for Dealpath clients on the Enterprise plan"; every call to action on it is "Request Demo".Source
• HiringTwo Senior Product Manager, Strategic Accounts roles (posted October 6 and 12, 2026) for "the team responsible for the roadmap that keeps Dealpath's largest and most important customers growing with us", translating "account health signals (gross and net retention, upsell, seat expansion)" into the roadmap; "We don't have a dedicated UX research team, so PMs own discovery and validation with our CS and Implementation teams."Source

Map each strategic account's teams, mark which use Dealpath, and run an expansion play per team type: a short demo on that team's workflow, a pilot with three seats, and a success plan. Feed the gaps PMs hear into the roadmap.

Selling to a second team inside a happy client is faster and cheaper than a new logo, and it deepens retention.

• Pilots never convert

  Set success criteria before the pilot starts.

• HiringTwo Senior Product Manager, Strategic Accounts roles (posted October 6 and 12, 2026) for "the team responsible for the roadmap that keeps Dealpath's largest and most important customers growing with us", translating "account health signals (gross and net retention, upsell, seat expansion)" into the roadmap; "We don't have a dedicated UX research team, so PMs own discovery and validation with our CS and Implementation teams."Source
• HiringCustomer success build-out (posted October 5-12, 2026): a Director of Customer Success who will "Own performance against key metrics including Gross Revenue Retention (GRR), Net Revenue Retention (NRR), renewals, expansion pipeline, adoption, and customer health", "Define and operationalize the customer lifecycle: onboarding handoff, adoption milestones, value realization" and "Build and refine customer health scoring"; plus a Customer Success Manager, Enterprise, a Senior Customer Success Manager, Enterprise and a Manager, Customer Support in New York.Source
• Your websiteDealpath AI page: AI Deal Screening (tear sheets from OMs, rent rolls and T12s "in seconds"), AI Comps (from the firm's database, MSCI RCA and third parties), AI Listing Insights, AI Extract, an AI Excel Assistant for "Claude's and ChatGPT's Excel add-ins", and "What's Coming: Dealpath AI Agents" for screening, underwriting scenarios and IC memos. A New York Life Investments quote calls Dealpath "a trusted partner ... to accelerate our AI roadmap".Source

Offer Professional clients a 30-day MCP trial with a read-only connection, show what they asked during the trial, and present the upgrade at the end. Add an "Upgrade to connect your AI" note in the app.

A trial that uses the client's own deals makes the upgrade concrete, and the cost of serving it is low.

• Trials become free forever

  Hard end date in the agreement.

• Your websiteDealpath MCP has two live, indexable copies: /ai/mcp/ and /ai/mcp-plp/, with the same title ("Dealpath MCP | Connect Your AI to Your Deal Record"), the same H1 and a self-referencing canonical on each; both are in the page sitemap. The page FAQ says MCP "works with Claude, ChatGPT, and Microsoft Copilot", is "read-only by default", and "is included at no additional cost for Dealpath clients on the Enterprise plan"; every call to action on it is "Request Demo".Source
• Your websitePlans page: Professional and Enterprise, both "Request Demo"; the Enterprise list (SSO, open API, sandboxes, "Roadmap previews and early access to exclusive betas") does not mention MCP or Dealpath AI. Plans "typically include a minimum of five users"; "Implementation typically takes 6-8 weeks". In the page HTML the proof counters read "0 / 0 * Implementation Net Promoter Score" and "2 Average Support Response Time" (no unit): the real figures only appear after a script animates them.Source
• HiringSenior Product Marketing Manager (San Francisco, posted September 3, 2026): "help shape how we position, launch, and grow our platform as we expand the role of AI, data, and intelligent workflows"; "Translate complex AI, data, and product capabilities into clear customer value and help strengthen Dealpath's position as an AI-driven platform for institutional commercial real estate"; owns GTM for launches, "customer research, competitive intelligence, and win/loss analysis", customer profiles and personas, "pricing and packaging strategy" and "competitor comparisons, objection handling".Source

Package a four-week standard implementation (standard pipeline stages, AI Extract of the last 100 OMs, one report pack, MCP connected) for smaller teams, and promote it on the plans page.

Time to value is a common reason deals stall, and a fixed track frees implementation capacity for complex clients.

• Clients need custom setup later

  Offer an add-on configuration pack.

• Your websitePlans page: Professional and Enterprise, both "Request Demo"; the Enterprise list (SSO, open API, sandboxes, "Roadmap previews and early access to exclusive betas") does not mention MCP or Dealpath AI. Plans "typically include a minimum of five users"; "Implementation typically takes 6-8 weeks". In the page HTML the proof counters read "0 / 0 * Implementation Net Promoter Score" and "2 Average Support Response Time" (no unit): the real figures only appear after a script animates them.Source
• HiringSales Development Representative (New York, posted July 31, 2026): "Generate and qualify inbound and outbound leads", "Partner with sales enablement and marketing to craft and implement new and creative outreach strategies", "Leverage AI tools and automation to research accounts, personalize outreach" and "Represent Dealpath at industry events". Implementation Managers are also open in New York, Austin and San Francisco, plus a Senior Manager, Talent Acquisition.Source
• Your websiteDealpath AI page: AI Deal Screening (tear sheets from OMs, rent rolls and T12s "in seconds"), AI Comps (from the firm's database, MSCI RCA and third parties), AI Listing Insights, AI Extract, an AI Excel Assistant for "Claude's and ChatGPT's Excel add-ins", and "What's Coming: Dealpath AI Agents" for screening, underwriting scenarios and IC memos. A New York Life Investments quote calls Dealpath "a trusted partner ... to accelerate our AI roadmap".Source

For each event, invite target accounts with a pre-booked 20-minute AI screening session on the day or the week after, give SDRs the guest list early, and track meetings per event.

Events earn attention; pre-booked meetings turn it into pipeline.

• Guests dislike sales pressure

  Offer the session as a working demo on their deal.

• HiringSales Development Representative (New York, posted July 31, 2026): "Generate and qualify inbound and outbound leads", "Partner with sales enablement and marketing to craft and implement new and creative outreach strategies", "Leverage AI tools and automation to research accounts, personalize outreach" and "Represent Dealpath at industry events". Implementation Managers are also open in New York, Austin and San Francisco, plus a Senior Manager, Talent Acquisition.Source
• SitemapPage sitemap (113 URLs, October 22, 2026): paid landing-page copies indexed beside their originals with self-canonicals (/crm-plp/ beside /crm/, /dealpath-connect-buyer-lp/ beside /dealpath-connect-buyer/, /ai/mcp-plp/ beside /ai/mcp/), a /test-gtm-cookie/ page, past event pages (a November 2025 client gathering, a golf night, a Nashville analyst event), and /crm/ and /crm-plp/ with no meta description. The job sitemap lists 21 roles, two of which now return "Page not found".Source
• Your websiteContent: 24 case-study pages, the newest updated October 2025 (Blackstone, Four Corners Property Trust, Origin Investments, Link Logistics, IDI Logistics and others), none about AI or MCP outcomes; a blog post "Build vs. Buy for Deal Management" (July 2026); gated reports such as "The 2026 State of AI in CRE Investing: Adoption Without Impact"; customer training pages (new user training, admin tools fundamentals) from 2024; event pages for happy hours, a golf night and analyst events.Source

Record ten 60-second screen videos, one per prompt, with sample data, and post one a week on LinkedIn, YouTube Shorts and the MCP page. End each with the client setup link and a demo link.

Short demos travel on LinkedIn, where institutional real estate buyers spend time, and show what a press release cannot.

• Low views

  Have executives post them too.

• Your channelsYouTube @dealpath917: 145 subscribers, 38 videos, about 86,000 views. iOS app "Dealpath": 4.2 stars from 21 ratings, last updated January 15, 2025. LinkedIn, X, Facebook and Instagram are linked from the site.Source
• Your websiteDealpath MCP has two live, indexable copies: /ai/mcp/ and /ai/mcp-plp/, with the same title ("Dealpath MCP | Connect Your AI to Your Deal Record"), the same H1 and a self-referencing canonical on each; both are in the page sitemap. The page FAQ says MCP "works with Claude, ChatGPT, and Microsoft Copilot", is "read-only by default", and "is included at no additional cost for Dealpath clients on the Enterprise plan"; every call to action on it is "Request Demo".Source
• Your websiteMCP pages: "Brokerages representing 65% of institutional listings are on Dealpath"; Connect listings come from "JLL, CBRE, Cushman & Wakefield, and other leading brokerages", and "Since Connect listing data can't be stored outside Dealpath, Dealpath MCP is the only way to bring those listings into your AI tool". A webinar page is titled "5 AI Prompts That Take a Deal from OM to IC".Source

With broker agreement, publish a quarterly index of aggregated, anonymised listing volumes and mix by property type and region, with commentary. Launch it with press and on LinkedIn, and give clients deeper cuts inside the product.

Original market data earns press, links and AI citations, makes Dealpath the name investors quote, and gives brokers a reason to list on Connect.

• Brokers object

  Only aggregated data, with their approval.

• Your websiteMCP pages: "Brokerages representing 65% of institutional listings are on Dealpath"; Connect listings come from "JLL, CBRE, Cushman & Wakefield, and other leading brokerages", and "Since Connect listing data can't be stored outside Dealpath, Dealpath MCP is the only way to bring those listings into your AI tool". A webinar page is titled "5 AI Prompts That Take a Deal from OM to IC".Source
• Press releaseDealpath's new Vice President of Marketing (August 2026) comes from more than a decade at CoStar Group, where at LoopNet she led brand, product marketing and growth as marketplace revenue grew "from approximately $100 million to more than $300 million"; at Dealpath she owns "global marketing strategy, brand, demand generation, product marketing, and partner marketing, with an immediate focus on scaling Dealpath AI and Connect across both the buy side and the sell side".Source
• News coverageBusiness Wire, October 20, 2026: "Dealpath Launches Dealpath MCP, Connecting Investment Teams' AI to Live Market Opportunities and Proprietary Investment Intelligence". Earlier in 2026: Dealpath AI (May 19), Avison Young (May 6) and Northmarq (June 25) joining Dealpath Connect, Cushman & Wakefield (March), and the State of AI survey (July 8) reporting "Near-Universal Adoption, Yet Limited Impact to Date".Source

Build a broker program: a page showing reach (number of institutional buyers), a simple onboarding for mid-size brokerages, quarterly reports on how their listings were viewed, and co-marketing with each new broker announcement.

Each new broker adds listings that make Connect more valuable to buyers, which in turn attracts more brokers.

• Large brokers want exclusivity

  Keep terms the same for all.

• Press releaseDealpath's new Vice President of Marketing (August 2026) comes from more than a decade at CoStar Group, where at LoopNet she led brand, product marketing and growth as marketplace revenue grew "from approximately $100 million to more than $300 million"; at Dealpath she owns "global marketing strategy, brand, demand generation, product marketing, and partner marketing, with an immediate focus on scaling Dealpath AI and Connect across both the buy side and the sell side".Source
• Your websiteMCP pages: "Brokerages representing 65% of institutional listings are on Dealpath"; Connect listings come from "JLL, CBRE, Cushman & Wakefield, and other leading brokerages", and "Since Connect listing data can't be stored outside Dealpath, Dealpath MCP is the only way to bring those listings into your AI tool". A webinar page is titled "5 AI Prompts That Take a Deal from OM to IC".Source
• News coverageBusiness Wire, October 20, 2026: "Dealpath Launches Dealpath MCP, Connecting Investment Teams' AI to Live Market Opportunities and Proprietary Investment Intelligence". Earlier in 2026: Dealpath AI (May 19), Avison Young (May 6) and Northmarq (June 25) joining Dealpath Connect, Cushman & Wakefield (March), and the State of AI survey (July 8) reporting "Near-Universal Adoption, Yet Limited Impact to Date".Source

Publish a directory of verified connections (data providers, AI tools, internal agent frameworks) with setup notes, and invite partners to co-market each listing.

An ecosystem makes Dealpath harder to replace and gives partners reasons to send their clients.

• Partner tools change

  Review listings each quarter.

• Your websiteDealpath AI page: AI Deal Screening (tear sheets from OMs, rent rolls and T12s "in seconds"), AI Comps (from the firm's database, MSCI RCA and third parties), AI Listing Insights, AI Extract, an AI Excel Assistant for "Claude's and ChatGPT's Excel add-ins", and "What's Coming: Dealpath AI Agents" for screening, underwriting scenarios and IC memos. A New York Life Investments quote calls Dealpath "a trusted partner ... to accelerate our AI roadmap".Source
• Your websitePlans FAQ: "Your firm owns all data entered into Dealpath. This data will not be used by our team, shared with other customers or third parties, monetized, or ingested into a large language model. Dealpath is SOC 2 Type 2 compliant". Integrations named: Esri, Google Maps, CompStak, Microsoft Word and Outlook, Box, Dropbox, Okta, Excel import.Source
• Your websiteDealpath MCP has two live, indexable copies: /ai/mcp/ and /ai/mcp-plp/, with the same title ("Dealpath MCP | Connect Your AI to Your Deal Record"), the same H1 and a self-referencing canonical on each; both are in the page sitemap. The page FAQ says MCP "works with Claude, ChatGPT, and Microsoft Copilot", is "read-only by default", and "is included at no additional cost for Dealpath clients on the Enterprise plan"; every call to action on it is "Request Demo".Source

Turn the training into a short certification (deal management, AI screening, MCP prompts) with a LinkedIn badge, and offer it free to client users and business-school real estate clubs.

Certified users become advocates and job-market signals, and every badge on LinkedIn is free reach among the right audience.

• Low completion

  Keep it under an hour.

• Your websiteContent: 24 case-study pages, the newest updated October 2025 (Blackstone, Four Corners Property Trust, Origin Investments, Link Logistics, IDI Logistics and others), none about AI or MCP outcomes; a blog post "Build vs. Buy for Deal Management" (July 2026); gated reports such as "The 2026 State of AI in CRE Investing: Adoption Without Impact"; customer training pages (new user training, admin tools fundamentals) from 2024; event pages for happy hours, a golf night and analyst events.Source
• HiringCustomer success build-out (posted October 5-12, 2026): a Director of Customer Success who will "Own performance against key metrics including Gross Revenue Retention (GRR), Net Revenue Retention (NRR), renewals, expansion pipeline, adoption, and customer health", "Define and operationalize the customer lifecycle: onboarding handoff, adoption milestones, value realization" and "Build and refine customer health scoring"; plus a Customer Success Manager, Enterprise, a Senior Customer Success Manager, Enterprise and a Manager, Customer Support in New York.Source

Add AI tear sheets and pipeline alerts to the app, ask active users for ratings after a successful action, and mention the app in onboarding.

A current app with good ratings supports the "operating system" claim and keeps users in Dealpath away from their desks.

• Low demand

  Validate with five clients first.

• Your channelsYouTube @dealpath917: 145 subscribers, 38 videos, about 86,000 views. iOS app "Dealpath": 4.2 stars from 21 ratings, last updated January 15, 2025. LinkedIn, X, Facebook and Instagram are linked from the site.Source
• Your websiteDealpath AI page: AI Deal Screening (tear sheets from OMs, rent rolls and T12s "in seconds"), AI Comps (from the firm's database, MSCI RCA and third parties), AI Listing Insights, AI Extract, an AI Excel Assistant for "Claude's and ChatGPT's Excel add-ins", and "What's Coming: Dealpath AI Agents" for screening, underwriting scenarios and IC memos. A New York Life Investments quote calls Dealpath "a trusted partner ... to accelerate our AI roadmap".Source

Generate job pages from the Greenhouse board so closed roles drop out of the sitemap automatically, and add a careers section on how Dealpath teams use AI, linked from the AI pages.

Candidates and buyers read the same site; a clear AI-native team story helps both.

• Story reads as hype

  Use concrete examples from the PM posts.

• SitemapPage sitemap (113 URLs, October 22, 2026): paid landing-page copies indexed beside their originals with self-canonicals (/crm-plp/ beside /crm/, /dealpath-connect-buyer-lp/ beside /dealpath-connect-buyer/, /ai/mcp-plp/ beside /ai/mcp/), a /test-gtm-cookie/ page, past event pages (a November 2025 client gathering, a golf night, a Nashville analyst event), and /crm/ and /crm-plp/ with no meta description. The job sitemap lists 21 roles, two of which now return "Page not found".Source
• Your websitedealpath.com/llms.txt, the summary file written for AI assistants (generated by Yoast SEO), opens "Dealpath: Real Estate's most trusted deal management platform" with the old deal-management description. It lists "MCP PLP" next to "MCP", three "Case Study Slider" entries named "Test 3", "Test Two Slide" and "Test One Slide", two closed job pages, and a Cherre integration whose address ends "lionpoint-group-copy". It does not mention Dealpath AI, Dealpath Connect or the 2026 survey report in its headline sections.Source
• HiringTwo Senior Product Manager, Strategic Accounts roles (posted October 6 and 12, 2026) for "the team responsible for the roadmap that keeps Dealpath's largest and most important customers growing with us", translating "account health signals (gross and net retention, upsell, seat expansion)" into the roadmap; "We don't have a dedicated UX research team, so PMs own discovery and validation with our CS and Implementation teams."Source