Onboarding portal for new commercial entertainment advisory clients
A corporate recreational complex operator in the northern region needed to standardize the collection of financial data from its new tenants. Without a clear process, commercial lease agreements were signed with incomplete information on operating costs and cash flow projections. This led to deviations in economic feasibility analysis and delays in the startup of the areas.
We designed an onboarding flow that integrated the capture of key data: estimated box office revenue, fixed maintenance expenses, variable personnel costs, and a fixed asset depreciation schedule (amusement rides, sound systems, furniture). The portal guided the client step by step with specific questions, avoiding generic fields and reducing the load time to 45 minutes.
A web form was developed with real-time validation, connected to a centralized spreadsheet that fed a return on investment (ROI) model. Each new client received a unique link and could save their progress. Fields were included to upload contract documents and layout plans of the recreational area.
In the first three months, 80% of new tenants completed the process without needing follow-up calls. The average collection time went from three days to one hour. Feasibility reports generated from the portal data showed 92% accuracy in projecting operating costs during the first year of operation.
Client: Complejo Recreativo Norte, S.A.
Implementation period: January – March 2025
The process we follow for each feasibility and cost advisory project.
We receive your initial inquiry and review the data of the complex or recreational area. We define the scope of the analysis.
We evaluate cash flows, operating costs, and fixed assets. We identify critical points for improvement and risk.
We build revenue projections, depreciation, and return on investment. We adjust scenarios according to your goals.
We deliver a document with findings, cost tables, and concrete recommendations for decision-making.
Practical sessions on commercial leasing and ROI calculation. We adapt the content to your team.
We review the implementation of improvements and adjust the model according to the actual business evolution.