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Operations Welcome Hub
Day-1 Welcome Package
Welcome to Nomad Group.
You’re now the person who keeps our office running — and this hub is your operating system. It gathers everything a new Director of Operations needs on day one into one place you can return to any day after: who we are, what your role owns, and the operating cadences that keep the business moving.
Prepared for Tanner Himmelman · Start date 06/29/2026 · Reports to William Janetschek & Matthew DeRose
Anything highlighted is a placeholder for a Nomad-specific detail — a name, tool, vendor, or figure. Replace each one with the real information from your manager or the Welcome Packet. Nothing here is invented company data.
01
The company
Nomad Group is a New York City commercial real estate firm built on one idea: Elevated Workspaces. We help fast-moving, high-growth companies find, build, manage, and operate office space that matches their ambition — pairing tech-driven tools with a genuinely human touch. Office space, reimagined.
Brokerage
Real estate guidance and leasing for high-growth teams — the right space on the right terms.
Construction Management
Buildouts delivered with clarity and function — on time and on budget.
Asset Management
Maximizing the performance and long-term value of every property we steward.
Facilities Management
The services and upkeep that keep offices running smoothly, day to day.
Flex by Nomad
Flexible, move-in-ready workspace for teams that need to scale fast.
2019
Operating in NYC since
25+
Buildings under management
2,000,000+
Sq ft delivered
15
Team members
Drop in Nomad’s verified figures — these are the kind of numbers we lead with.
02
The industry, in brief
You don’t need to be a broker, but a working grasp of commercial real estate helps you speak the language of the team. Here’s the shape of the business Nomad operates in.
Leasing
Companies rent office space under multi-year leases. Brokers represent tenants (or landlords) to find space and negotiate terms — rent, length, concessions, and the right to sublease.
Buildouts & TI
Raw or dated space is turned into a working office through a “buildout.” Landlords often contribute a tenant-improvement (TI) allowance; construction management delivers the work.
Asset & facilities
Once occupied, buildings need ongoing management — financial performance (asset management) and day-to-day operations, maintenance, and services (facilities management).
Flexible workspace
Hybrid work pushed demand toward move-in-ready, flexible space — shorter commitments, fully serviced. That’s the gap Flex by Nomad fills.
How your role connects
Every day you’re running a live example of the product Nomad sells: a well-operated, people-first workplace. The standards you keep in our own office are the standards we promise clients.
03
Your role
This role is the operating backbone of the brokerage. You turn activity into insight, keep every deal moving, make brokers faster, raise the bar on client experience, and protect the culture and compliance that let Nomad scale. Eight pillars define what you own — and the daily, weekly, and monthly rhythms that follow are how you run them.
Leadership always has a clear view of revenue, risk, and where the business is actually growing.
02
Deal Operations & Transaction Management
Map the full deal life cycle — lead → tour → proposal → lease execution → move-in — and keep every active requirement, landlord conversation, proposal, term sheet, lease review, commission item, and client deliverable organized and moving. Own it in Notion so the team stays on top of every live deal, checking in with brokers weekly.
Goal
No deal dies because of poor follow-up, loose tracking, or unclear ownership.
03
Broker Productivity, Workflow Systems & Technology Adoption
Create repeatable systems that make brokers faster and more consistent, and make sure the team fully adopts the tools behind them — shared templates, tour schedules, proposal formats, follow-up cadences, client recaps, post-tour processes, AI usage, Broker Tool adoption, data hygiene, and feedback loops that sharpen both internal execution and client delivery.
Goal
A scalable brokerage operating system where best practices are standardized, technology is actually used, and brokers spend more time driving deals instead of managing friction.
Digital front door
Own Nomad’s digital front door — keep the website accurate, current, fast, fully functional, and aligned with the pace of the business. Fix and maintain the contact form, keep content and listings up to date, coordinate updates, and manage the hello@nomadgroup.io inbox so every inbound inquiry is captured, routed, and handled promptly. Nomad’s most important landing page should always be polished, operational, and conversion-ready — no missed leads, no delayed opportunities.
04
Client Experience & Service Delivery
Standardize what a great client experience looks like from first call through occupancy: onboarding, space books, tours, market intel, proposal strategy, vendor coordination, buildout timelines, and move-in support.
Goal
Every client feels like they are getting a polished, premium, organized experience.
Content play
Develop a standardized post-possession case study template that captures authentic stories, measurable ROI, and operational impact — the right 5–10 questions balancing storytelling, technical detail, workplace outcomes, and SEO/AEO value, turning each client experience into a high-performing content asset for Nomad.
05
Vendor, Buildout & Workplace Partner Management
Manage relationships with contractors, architects, furniture vendors, movers, IT/AV providers, access-control teams, cleaning companies, and other workplace partners.
Goal
Nomad becomes more than a brokerage — the operating partner that can find, build, furnish, and run the office.
06
Compliance, Process Governance & Risk Management
Protect the business by keeping licensing, brokerage compliance, commission agreements, confidentiality, document storage, insurance, escrow/trust obligations, and approval processes buttoned up.
Goal
The company scales without creating legal, financial, or operational exposure.
07
Flex by Nomad
Support the Flex portfolio with weekly check-ins across our six tenant accounts, making sure each space operates effectively and every tenant need is addressed — managing day-to-day requests, tracking operational tasks, overseeing billing and receivables, maintaining contract schedules, and monitoring tenant growth signals to plan ahead for renewals, expansions, and remarketing.
Goal
Build the operational structure for Nomad to scale efficiently — growth supported by clear processes, accurate controls, proactive tenant management, and disciplined execution across the Flex portfolio.
08
Culture, Team Growth & Office Environment
Protect and strengthen the internal culture that makes Nomad more than just a brokerage — a strong office environment, team wins worth celebrating, support through setbacks, the firm’s standards and values reinforced, and people given the structure, feedback, and opportunities to grow with the company.
Goal
A workplace where people understand what it means to be part of Nomad, feel invested in the mission, and are supported to perform, develop, and win together.
04
Operating cadence
Your job as Nomad’s internal operating system, on a clock. Four running checklists — Weekly, Monthly, Quarterly, Annual — each tracking its own progress as you check items off. Weekly keeps the business tight; the longer horizons make it better.
Tech-forward foundation
The operating stack
One centralized, clean, trusted environment. Everything in the cadence below runs on these five systems.
01
Notion — Operating Hub
The source of truth: active deals, SOPs, vendor contacts, client deliverables, Flex tenant notes, templates, and team resources.
02
Broker Tool / CRM — Revenue Engine
The brokers’ daily workflow: requirements, tours, space books, client activity, feedback, pipeline movement, and deal status.
Approved AI (Claude, ChatGPT) for tour prep, client recaps, proposal summaries, drafts, case studies, broker research, and SOP writing.
05
SOP Library — Company Playbook
Every repeatable process documented: tour prep, proposals, landlord follow-up, lease execution, onboarding, vendor handoff, Flex check-ins.
WeeklyControl the business
MonthlyMeasure & improve it
QuarterlyUpgrade the operating system
AnnualBuild the platform for scale
Weekly · Control, visibility & follow-through
0%
Financial Controls
Deal Operations
Broker Productivity
Client Experience
Vendor / Buildout
Compliance & Risk
Flex by Nomad
Culture & Team
Weekly output
A concise weekly operations report to leadership: revenue & AR status, active deal movement, stalled items, client deliverables, vendor issues, Flex tenant updates, compliance flags, and team wins / support needs.
A monthly operating review: KPI dashboard, pipeline health, broker productivity trends, tech-adoption report, client-experience gaps, vendor performance, Flex portfolio status, compliance / risk items, and the team / culture pulse.
Quarterly · Strategy, systems & scale
0%
Financial Controls
Deal Operations
Broker Productivity
Technology & Product Adoption
Client Experience
Vendor / Partner Strategy
Compliance & Risk
Flex by Nomad
Culture & Team Growth
Quarterly output
A quarterly business operations review: what improved, what broke, what to standardize, what to automate, what risks to reduce, what tools to adopt, what revenue is being missed, and what culture / team issues need leadership attention.
An annual operations plan: company operating scorecard, revenue / KPI structure, deal-operations playbook, broker productivity system, technology roadmap, client-experience standards, vendor strategy, compliance framework, Flex operating model, and culture / team growth plan.
What success looks like
Leadership has better visibility, brokers are more productive, clients get a consistent premium experience, vendors are easier to manage, Flex tenants are better supported, risks are lower, and the team feels organized and aligned. The role creates leverage for the whole company — Nomad becomes less reactive, less founder-dependent, and more systemized, without losing the speed, creativity, and culture that make it special.
Trackable KPI
Client Relationship Tracking & Engagement Metric
A measurable system that automatically reminds brokers — Tanner and the broader team — to keep communicating with clients after a deal closes. Every closed deal becomes a living relationship, not a finished file.
4×minimum / yearQuarterly check-in with every tenant & client
At a minimum, every broker runs quarterly check-ins with their tenants and clients — a critical lever for retention, relationship management, and long-term business development. Regular engagement strengthens loyalty, uncovers future opportunities, generates referrals, and surfaces changes in occupancy or workspace needs before they become active requirements.
Tracked as a KPI, it creates accountability, measures engagement levels across the team, and feeds brokers real insight from closed transactions — so we keep nurturing relationships, maximize the value of every completed deal, and capitalize on opportunities seeded today.
Consistent post-close communication, measured and accountable — turning every closed deal into the next opportunity.
05
Quarterly market reports
Nomad publishes a market report every quarter. Don’t cram it into the final week — build it continuously on a daily, weekly, and monthly cadence so the quarter-end is just assembly and polish.
Next report dueQ2 2026 · June 30, 2026
30Days
00Hours
00Minutes
00Seconds
Rolls to the next quarter automatically — Jun 30 → Sep 30 → Dec 31 → Mar 31.
Policy issue, legal question, or termination sensitivity.
Trigger
New hire, contractor, or exit.
⏱ SLA
File complete within 3 business days of start or exit; staff check-ins held every two weeks.
Purpose
Give every new hire a confident, ready-to-work first day — and every departure a clean, secure, and respectful exit.
Steps — onboarding
Pre-boarding: send the offer packet, collect signed docs, confirm start date
Order equipment and create accounts (email, SSO, tools) before day one
Prep the workspace, building access / badge, and a day-one schedule
Day one: I-9 / tax forms, payroll, benefits enrollment, and office orientation
Assign a buddy or mentor and share the 30 / 60 / 90-day plan
Check in at 30 / 60 / 90 days to confirm ramp and gather feedback
Steps — offboarding
On notice: confirm last day; notify HR, IT, payroll, and the manager
Plan knowledge transfer and reassign open responsibilities
Last day: collect equipment, badge, and keys; run the exit interview
Revoke all access (accounts, building, systems) on the exit date
Process final pay and PTO payout; send benefits / COBRA details
Archive the employee file, update the org chart, remove from lists
⚠ Escalate when
Involuntary or disputed exit, legal / compliance question, equipment or access not recovered, or any sensitive termination.
Trigger
Signed offer or confirmed start date — or a resignation / termination notice.
⏱ SLA
Onboarding setup complete before day one; all access revoked on the exit date.
Exact formulas, split percentages, referral rules, and budget thresholds live in Nomad’s signed policy documents — those always override the general template above.
07
Invoice tracker
Restricted brokerage-team workspace. Sign in to request an invoice number, attach the deal docs, and submit for approval. Only the admin (Tanner) can approve and issue.
Restricted · Brokerage team
Sign in to continue
Enter your work email. Brokers can request a number and submit invoices for approval; the admin (Tanner) reviews, approves, and issues.
Not on the list? The admin can add your email under Manage broker access. Set the admin & broker emails near the top of the script
Signed in as
0
Pending approval
$0.00
Approved · outstanding
$0.00
Paid
0
Overdue
Submit an invoice for approval
Next available: —
Company W-9
Attach the company W-9 (PDF) so it travels with every issued invoice. Placeholder — drop the real W-9 to enable it
Invoices
Invoice #
Vendor / Client
Amount
Broker
Docs
Due
Status
Open shareable invoice form →Admin: share the invoice form link with brokers; approve, reject, mark paid, or remove rows below.
Manage broker access
Add or remove the emails allowed to submit invoices. Stored in this browser.
08— Brokerage fee calculation
Commission Calculator.
Build a brokerage fee calculation for any lease deal. Enter deal basics, the rent schedule, and commission rates by year — the table below auto-calculates. Once reviewed, click Create Invoice to generate a branded invoice and push it into the tracker.
Deal typeDirect deal: free rent is back-ended within the total lease term. The total term includes the free months at the back end.
Annual rent (1–5)$0.00
Annual rent (6–LXD)$0.00
Total free rent$0.00
Total commission$0.00
Year
Annual rent
Annualized free time
Months
Net annual rent
Rate
Commission
Totals
$0.00
$0.00
0.00
$0.00
$0.00
Total commission due to Nomad Property Group, LLC$0.00
1
Drafter Director of Operations
2
Broker review Deal broker
3
Admin approval Founder
Layer 1 · Drafter (Director of Operations)
Layer 2 · Broker review
Add your drafter email in Layer 1 above before sending — the broker needs to know who the sender is.
Broker completes this section
Layer 3 · Admin approval (Founder)
Invoice unlocks after admin approval.
09
Tools, systems & documents
The systems you’ll use daily and the reference shelf behind them. Record the specific tool and link as you get access — this becomes the single front door to everything.