Work the opportunities already earned, then build the territory around evidence.
Day one starts inside Assembly's CRM and in the Bay Area market at the same time: reactivate viable prior opportunities, then use public account research to create the next wave of qualified conversations.
Old pipeline is a channel, not an archive.
On day one I would pull every former lead and opportunity, preserve the original context, rescore fit and timing, then return the highest-value records to an active next-action queue.
Reopen when contract timing, board leadership, budget or project pressure changes.
Reconstruct the original decision path, identify the blocker and decide whether the opportunity is still alive.
Only reactivate if the reason lost has materially changed or a new trigger creates leverage.
Promote only when fit and timing improve. Do not clog active pipeline with old names.
Every viable old record needs a reason to be active again.
Each week: review dormant records with changed timing, reopen only those with a credible trigger, assign one dated next action, and report the qualified pipeline recovered. The CRM stays clean by keeping everything else in nurture.
Real Bay Area communities, with a public path to the next question.
The seed set now contains 25 real associations. Priority reflects public facts such as community size, board cadence, incumbent visibility and a usable contact route. It never assumes dissatisfaction or contract availability.
Enough to start learning the territory, not a claim that all 25 are qualified pipeline.
Recurring managers create an opportunity to learn competitor-specific strengths, weaknesses and transition patterns.
Board, manager or association contacts that make the next research step concrete.
Colina already shows conflicting public manager data. Verify before outreach rather than trusting one source.
Work the firms that already advise HOA boards.
The first partner set focuses on reserve-study and community-association legal firms with real Bay Area coverage.