Legacy Commercial LLC

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Investment Sales · Owner's Rep · Landlord/Tenant Rep

Piedmont Triad Commercial Real Estate

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Dual-licensed broker and general contractor — underwriting backed by real construction cost intelligence.

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Vision, Mission & Goals

Vision: Add 1–2 line summary here.

Mission: Add 1–2 line summary here.

This Quarter's Focus: Add quarterly rock theme here.

→ Open full Vision, Mission & Goals page

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Morning Block (8:30 – 9:30)

1. Review active pipeline below — any deals that need a touch today?
2. Check Tasks due today — prioritize client follow-ups over cold outreach
3. Review any emails or calls from yesterday that need response
4. Set your 3 priorities for the day before switching to cold calling at 9:30 </aside>

🏢 Active Listings

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225 Summit Ave — ~5,000 SF retail/commercial · $5,400/mo

Primary targets: training, professional development

Primary targets: boutique fitness, architecture/design studios

406 Prescott St — ~3,500 SF office/flex · $3,400/mo

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🎯 Active Pipeline

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✅ Tasks Due This Week

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📅 Calendar

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Cold Calling Block (9:30 – 11:30)

Work Terrakotta Priority 1 Follow-ups first, then Priority 2 Warm contacts, then Priority 3 Cold.

Log every call outcome in HubSpot contact record immediately after.

If a prospect engages — create a deal in HubSpot and a task here to follow up within 48 hours.

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