Solutions — Site Selector Engagement
Build lasting relationships with the site selectors who you work with most
Organize every site selector relationship, respond to RFIs in hours, and turn professional connections into project wins for your region.
The challenge
Site selectors won't wait for slow, disorganized responses
Site selectors evaluate dozens of regions simultaneously. Most EDOs respond slowly, lack organized data, and lose track of relationships—leading to more organized communities winning more projects. Without a system to manage selector profiles, respond to RFIs quickly, and nurture ongoing relationships, your organization falls off the shortlist before you even know you were on it.
Site Selector CRM
Track every selector's profile, history, and preferences in one place
Build detailed profiles for every site selector your team works with by expanding off of our existing database. Track their firm affiliations, industry specialties, past projects, and engagement history—so every interaction is informed, personal, and productive.
- Comprehensive selector profiles with firm and specialty data
- Full engagement history across calls, emails, and events
- Preference tracking for site requirements and deal criteria
- Engagement scoring to prioritize high-value relationships
- Shared team visibility so no relationship is siloed
Partner, Greystone Site Advisors
Recent Activity
Auto-Populated Fields
14 of 18 filledRFI Response Engine
Respond to RFIs in hours, not days, with auto-populated community data
Incenti auto-populates RFI templates with your community's data, workforce stats, and pertinent information. Your team reviews and refines instead of starting from scratch—cutting response times from days to hours.
- Auto-populated RFI templates with live community data
- Centralized site, utility, and workforce data library
- Deadline tracking with countdown timers and alerts
- Collaborative review workflows for team sign-off
- Response history archived per selector and project
Engagement Analytics
Track every touchpoint and measure what drives shortlist appearances
See exactly how your team engages with site selectors—response times, meeting frequency, follow-up rates, and conversion from inquiry to shortlist. Identify what's working and where relationships need attention.
- Response time tracking per RFI and per selector
- Meeting and event engagement frequency reports
- Conversion funnel from initial contact to project win
- Team performance benchmarks across all selectors
Avg Response Time
4.2h
Selectors Engaged
127
Shortlist Rate
34%
Repeat Engagements
2.4x
Engagement by Channel
Follow up with Sarah Chen
AI Suggested — 30 days since last contact
Send updated site data to Greystone
AI Suggested — New inventory added
IEDC Conference prep — 4 meetings
Event — Feb 18-20, Nashville
Quarterly check-in with David Park
Scheduled — recurring quarterly
Share workforce report with JLL team
AI Suggested — matches recent RFI interest
Proactive Outreach
Never let a relationship go cold with AI-powered follow-up suggestions
Incenti's AI monitors your selector relationships and suggests timely follow-ups, content shares, and event-based outreach. Track upcoming conferences, schedule check-ins, and ensure every high-value selector hears from you at the right moment.
- AI-suggested follow-ups based on engagement patterns
- Conference and event tracking with meeting prep
- Automated reminders for relationship milestones
- Content recommendations matched to selector interests
- Team coordination for multi-touch outreach campaigns
How it works
A unified workflow for site selector engagement
Incenti connects every step of your site selector relationships into a single platform—from first contact to project win.
Connect
Reference our site selector database, build detailed profiles, and centralize every relationship your team manages across firms and specialties.
Respond
When RFIs arrive, auto-populate responses with your community data, review with your team, and deliver polished replies in hours.
Nurture
Stay top-of-mind with AI-suggested follow-ups, event-based outreach, and personalized content that keeps selectors engaged between projects.
Convert
Track which relationships turn into shortlist appearances and project wins. Measure what works and double down on your most effective strategies.
Products used
Six products. One platform. Built for site selector engagement.
Relationship Management
Build and maintain site selector profiles with engagement history, preferences, and scoring.
Forms
Auto-populate RFI response templates with community data for fast, accurate turnaround.
AI Assistant
Get AI-powered follow-up suggestions, outreach timing, and content recommendations.
Dashboards
Visualize engagement metrics, response times, and conversion funnels in real time.
Reports
Generate selector engagement reports with activity data, exportable to PDF, Excel, or CSV.
Project Management
Track projects from RFI through site visit to final decision with full selector context.
“Site selectors used to tell us we were slow to respond. Now they tell us we're the most organized organization they work with. That reputation has directly led to more shortlist appearances.”
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Learn moreReady to strengthen site selector relationships?
See how Incenti's site selector engagement tools work for your organization, or talk with our team about your specific needs.