Strategy Notebook

Funnel Test for the Long Tail of Mid-Sized Managers

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Marc's outbound funnel experiment: teaser videos sent (via Habitat Mag's Carol) to 6 mid-sized property management portfolios skewing outer-borough J-51 eligible.

Scope Builder Needs for Retrofit Machine — Apr 29, 2026

Source: #sales-general (H2 is shifted; this is the actual "funnel test" body)

Marc (CRO) — 2026-04-29 22:37 I can't wait till my AI agent can generate better versions of these videos because I sure as hell felt like a robot doing them...

Carol from Habitat Mag is connecting me with these portfolios of mid sized managers that skew toward outerborough J-51 eligible buildings. And I recorded a teaser video for each following the same narrative structure but was customized to a couple building in each respective portfolio. 1400 buildings and 22,000 units across these.

I have no relationships with any of these folks -- I suspect they also skew toward the low dollar consultants -- so will be interesting to see what happens.

Impact Mgmnt LL97 Due Diligence Scan in < 2 minutes https://app.bluedothq.com/preview/69f22788183e7c8f50ef5c0c

Choice Mgmnt: LL97 Due Dilligence Scan in < 2 minutes https://app.bluedothq.com/preview/69f2ba675095f319198adab3

High Rise: LL97 Due Diligence Scan in < 2 minutes https://app.bluedothq.com/preview/69f2b81b146d51e274d9a8e7

HSC Management: LL97 Due Diligence Scan in < 2 minutes https://app.bluedothq.com/preview/69f26805420828928a56a992

TKR: LL97 Due Diligence Scan in < 2 minutes https://app.bluedothq.com/preview/69f2b81b146d51e274d9a8e7

All Area Mgmnt LL97 Due Diligence Scan in < 2 minutes https://app.bluedothq.com/preview/69f233f74cb6ec021a15172e