- Location
- Vancouver, British Columbia, Canada
- Bio
-
I believe in a future where people and organizations will connect more meaningfully with trust and transparency driving relationships and exchanges of value. In this future, the most valued currencies will be reputation, time and sustainability. As an experienced management consultant, I am passionate about business, technology and innovation. I invest my time at work and volunteering roles focusing on exploring ways through which synergies between the three domains can augment human experiences.
I recently started a new venture called Silver Homes, a property management solution designed for the unsophisticated property owner and investor.
We integrate technology, services and education to centralize and simplify the management of a real estate portfolio in a single platform. - Companies
-
-
Vancouver, British Columbia, Canada
-
- Categories
- Product or service launch Information technology
Socials
Achievements
Latest feedback
Recent projects
Website Development for New PropTech Startup
Positions available: one team of one to two marketing students and two web developers. ABOUT COMPANY Silver Homes is a property management solution designed for everyday property owners and investors. Our guiding principles: A. Simple - so easy, you won't know what to do with your spare teme. B. Transparent - building trust among stakeholders C. Insightful - actionable data to confidently make decisions PROJECT SCOPE - PHASE 1 We have launched a new business and we are looking for support in launching our new website. We have already fully developed mock-ups including UI design and preliminary content but we are looking for support optimizing the content and actual development of a desktop version of the website. 1. Home page - Problem statement - What is Silver Homes? - Why Silver Homes? Benefits - How it works - Invitation to join our waitlist 2. Vision - Product vision - Development roadmap - Emerging technologies and application to build the future of property management (properties on autopilot) 3. Features (Module 1: Tenant Screening) - Overview of our first module - Features and how it works - Benefits to property owners and tenants 4. Academy - Overview of our learning center - Blog posts (SEO optimized) - Search engine 5. Contact Us - Contact form including First and Last Name, Email Address, How did you hear about us (drop down) , and Message (open field). 6. Terms and Conditions & Data Protection and Privacy Who are we looking for? Entrepreneurial, self-motivated and detail-oriented individuals who are interested in helping build the future of real estate. The ideal candidates should possess the following skills across the two roles: 1. Marketing Search Engine Optimization Communication (written and verbal) Search Engine Marketing Attention to Detail Copywriting & Copyediting Problem Solving Email Marketing Collaboration 2. Web Developers User experience (UX) User interface (UI) Visual design. Coding languages including HTML and CSS. Frontend web programming languages and skills such as JavaScript, Ajax and web animation techniques. Backend web programming languages such as C# or Java, PHP and Ruby. Resources and Support We have fully designed mockups of a clickable prototype of the UI: https://eymigration.invisionapp.com/share/NE10JCRB2XVP Additionally, we can provide access to internal documentation of other information about the company as needed as well as access to key contacts, as required.
Legal Review for New PropTech Startup
Positions available: one team of two to three students. NOTE: Law students can not give legal advice without a supervising lawyer present. ABOUT COMPANY Silver Homes is a property management solution designed for everyday property owners and investors. Our guiding principles: A. Simple - so easy, you won't know what to do with your spare time. B. Transparent - building trust among stakeholders C. Insightful - actionable data to confidently make decisions PROJECT SCOPE - PHASE 1 We have launched a new business and we are looking for support in conducting a review of the following legal aspects of our business: 1. Business legal structure (including shareholder agreements and incorporation) 2. Terms and conditions 3. Data protection and privacy policy Key activities: 1. Conduct a review of our incorporation and shareholder agreements - How can we optimize the proposed legal structure based on the business model we have designed? - How can manage the risk and what considerations should be in place in the scenario where a shareholder wants to exit the business? - Any other legal or regulatory considerations we should consider? 2. Conduct a review of our terms and conditions that we can make available on the website - What loopholes do we need to address in our terms and conditions? 3. Conduct a review of our data protection and privacy policy - Support us with the write-up of comprehensive data protection and privacy policy that aligns to new regulatory requirements (e.g., GPPR, etc.) - Provide us with a list of considerations and actions the business should be taking to enforce the policy - What loopholes do we need to address? - How can we evidence the steps taken by our business to protect our customers' information? Who are we looking for? Entrepreneurial, self-motivated and detail-oriented individuals who are interested in helping build the future of real estate. The ideal candidates should possess the following skills: Fluent verbal communication Superior writing skills Logical and analytical thinking Extensive legal research Coherent client service Well-versed in technology Teamwork Time management Organization Resources and Support We have fully designed the business structure, shareholder agreements and have preliminary drafts of the terms and conditions which we will make available to the successful candidates. Additionally, we can provide access to internal documentation of other information about the company as needed as well as access to key contacts, as required.
Sales Strategy for New PropTech Startup
Positions available: one team of two to three students. ABOUT COMPANY Silver Homes is a property management solution designed for everyday property owners and investors. Our guiding principles: A. Simple - so easy, you won't know what to do with your spare teme. B. Transparent - building trust among stakeholders C. Insightful - actionable data to confidently make decisions PROJECT SCOPE - PHASE 1 We have launched a new business and we are looking for support in building and executing our sales strategy. We have already collected the market research, including identification of the target customer, key pain points and segmentation in terms of: - Individual property owners (owning between 2-10 properties) - Small property management companies (manage between 2-100 properties on behalf of different owners) - Large property management companies (manage and in some cases own 100+ properties) Key activities: 1. Design our sales funnel (generate and qualify leads) - Define the stages to qualify and convert leads - Build a database of potential leads across all segments through online research and LinkedIn Sales Navigator 2. Design communication approach (engagement process) - Prepare communication templates to leverage across each stage of the sales funnel (we'll provide a starting point) - Test it with actual customers 3. Design outreach campaign - Design scripts to engage potential leads - Connect with potential leads to introduce our product and schedule demos - Help us design the demo scripts and content 4. Design outreach campaign - Setup CRM system that will be provided - Manage leads - Optimize campaign and process Who are we looking for? Entrepreneurial, self-motivated and detail-oriented individuals who are interested in helping build the future of real estate. The ideal marketing candidates should possess the following skills: 1. Marketing Leadership (self-starter) Account Management Direct Marketing Project management Pitch Creation Problem Sensitivity Customer Relationship Management (CRM) Advertising Scheduling Public Speaking Resources and Support We have fully designed the sales process with key workflows, inputs, and desired outcomes, we need someone to help us execute. Additionally, we can provide access to internal documentation of other information about the company as needed as well as access to key contacts, as required.
Strategy and Market Analysis for new startup
ABOUT COMPANY At Silver Homes, we imagine a world where property owners, regardless of their level of business or technological sophistication, can confidently trust technology to manage every aspect of their real estate portfolios. To achieve this vision, we are developing a property management solution designed for the unsophisticated property owner and investor. We integrate technology, services and education to centralize and simplify the management of a real estate portfolio in a single platform. PROJECT SCOPE We have launched a new business and we are looking for support in creating our business plan. The business plan must answer the following three key questions: 1. What is our target audience? - customers 2. Who are our potential competitors and partners? - marketplace Resource: http://public-files.prbb.org/intervals/docs/16760815-Business-Planning.pdf Proposed Structure While we are open to creative alternatives and structures (e.g., leveraging the business model canvas), we would anticipate the business plan addressing the key sections below: 1. Executive summary 2. Market strategies What are the market size and its segments? How is the market growing or changing? Narrowing our focus, who is our ideal target market? Define the market in terms of size, demographics, structure, growth prospects, trends, and sales potential (focus on Canada and the U.S.). Who is our customer and what is the cost of acquisition? Develop the personas, strategies to reach them and the cost of acquisition (i.e., If we were to develop a marketing and advertising campaign, who should we be targeting and how would we reach them? e.g., Facebook campaigns, connection through realtors, etc.) What are the key pain points/limitations that the target market is facing with regard to managing their real estate portfolios? Provide recommendations on what could be our strategic positioning. What is the revenue attractiveness (e.g., access to funds and willingness to spend, etc.) Pricing model options, analysis and recommendations (e.g., cost-plus pricing, demand pricing, percentage vs. fixed, etc.) Legal, regulatory and potential risk factors of specific market locations (e.g., property ownership legislation, etc.) Resource: https://www.patriotsoftware.com/blog/accounting/how-to-conduct-a-market-analysis/# 3. Competitive Analysis Who are the key players? (i.e., company overview, funding, revenue, employees and customers, market size and share) What are they offering? (i.e., product features, pricing, perks, technology) Who are their customers? (i.e., target audiences, geography, size, demographics, etc.) How do they reach their customers? (i.e., where and how do they advertise?) Analysis of competitor attributes, including relative strengths/differentiators and weaknesses/gaps (i.e., positioning map comparing the features and services offered and potential gaps) Business models and pricing plans comparisons (e.g., percentage vs. fixed, by user, by property, etc.) Who could be potential partners to support integrations (e.g., DocuSign, SignNow, banks, Real Estate Board, etc.) Resource: https://buffer.com/library/competitor-analysis/ Resources: https://www.inc.com/jeff-haden/how-to-write-a-great-business-plan-financial-analysis.html & https://www.inc.com/guides/business-plan-financial-section.html Out of scope Business description and structure Product design and development Who is the target audience? Private investors Startup accelerators Crowdfunding campaigns Government grants and other funding Who are we looking for? Entrepreneurial, self-motivated and detail-oriented individuals who are interested in making a positive impact. Resources and Support We can provide access to internal documentation of other information as needed as well as access to key contacts, as required.
Work experience
Senior Manager, Business Transformation & Innovation
EY
Vancouver, British Columbia, Canada
September 2012 - Current
Carlos specializes in helping clients ride the digital disruption wave following a human-centred and experience-led approach. Having worked in multiple sectors and geographies including government and public sector, mining, oil and gas, financial services and manufacturing and across different domains, Carlos brings deep insights around digital strategy, enterprise strategic planning, operating model design and implementations, and customer innovation.
Carlos is recognized by his peers and clients as a versatile team member, who demonstrates expertise in cultivating deep, collaborative relationships with different stakeholder groups. He also has experience coaching and developing high-performing teams, executing business development opportunities, and leading recruitment, and knowledge management initiatives.