Operations Welcome Hub

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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

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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.

01

Financial Controls, KPIs & Performance Reporting

Track commissions, accounts receivable, vendor revenue, referral fees, deal profitability, broker activity, pipeline value, conversion rates, closed revenue, and team productivity.

Goal

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.

03

Financial Dashboard — Leadership Scorecard

Commissions, AR, referral fees, vendor revenue, closed revenue, pipeline value, deal profitability, collections, and broker productivity.

04

AI & Automation — Productivity Layer

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.

Monthly · Measurement, improvement & accountability
0%

Financial Reporting

Deal Pipeline Review

Broker Workflow Optimization

Technology Adoption

Client Experience

Vendor Performance

Flex Portfolio Review

Culture & Team Growth

Monthly output

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.

Annual · Infrastructure, maturity & long-term growth
0%

Financial Infrastructure

Deal Operations Platform

Brokerage Operating System

Client Experience Standard

Vendor & Partner Ecosystem

Compliance & Risk Framework

Flex Operating Model

Culture & Team Growth

Annual output

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.

minimum / year Quarterly 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.

RetentionReferralsLoyaltyExpansion signalsEarly needs detection
Goal

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 due Q2 2026 · June 30, 2026
30Days
00Hours
00Minutes
00Seconds
Rolls to the next quarter automatically — Jun 30 → Sep 30 → Dec 31 → Mar 31.
Live now · Q1 2026

Read the Q1 Market Report

Nomad’s latest read on the NYC market — the template and baseline the team builds the next quarter from.

Open the report

How to build it — the cadence

Daily

Capture

  • Log notable deals, signings, and move-ins as they happen
  • Save comps, listings, and asking rents to the data folder
  • Clip market news, rate moves, and policy headlines
Weekly

Organize

  • Update the data tracker; reconcile this week vs. last
  • Write a three-line “what mattered this week” note
  • Flag data gaps to chase before month-end
Monthly

Draft

  • Compile the month-in-review; refresh charts and tables
  • Draft narrative for each section while it’s fresh
  • Review trends with the team; capture their read
Quarterly

Assemble & ship

  • Merge three months into the full report; write the analysis
  • Apply Nomad branding; proof every figure against sources
  • Route for review, finalize, publish, and distribute

Q2 2026 game plan — 30 days to June 30

Weeks 1–2 (now)

Backfill April–May data, lock the section outline, and confirm which charts and metrics make the cut. Pull last quarter’s report as your template.

Week 3

Draft every narrative section against the data. Chase missing comps or figures now — not in the final days.

Week 4

Assemble the full report, brand and lay it out, fact-check every number, and circulate for review.

Final days

Apply edits, finalize, and publish ahead of June 30. Archive sources and open the Q3 folder.

06

SOP library

Tap any SOP to expand. Each one names its purpose, trigger, steps, escalation path, and SLA so nothing lives in someone’s head.

Purpose

Prepare an accurate commission worksheet for review and payout processing.

Steps
  1. Pull the signed agreement and internal commission card
  2. Verify deal facts against the source documents
  3. Enter approved inputs into the commission worksheet
  4. Attach supporting documents in one packet
  5. Mark status: Draft → Review Pending → Approved → Payable → Paid
  6. Route to founder or finance approver
  7. Archive approved worksheet in the deal folder and update payout tracker
⚠ Escalate when

Split is missing, document conflicts, house exception requested, clawback may apply, or deal economics don’t match the internal card.

Trigger

Signed deal milestone or collection event that requires a commission calc.

⏱ SLA

Draft worksheet within 1 business day of trigger.

Purpose

Send accurate invoices quickly and maintain a consistent follow-up cadence on open balances.

Steps
  1. Confirm billing trigger and source backup
  2. Draft invoice using approved naming convention
  3. Send through required platform (and email if needed)
  4. Log sent date, due date, counterparty, entity, amount, supporting docs
  5. Run follow-up cadence at 7 / 14 / 21 / 30+ days past due
  6. Record every touchpoint in the tracker
  7. Escalate strategic, disputed, or aged invoices per authority matrix
⚠ Escalate when

Invoice is disputed, materially aged (30+ days past due), tied to a key client relationship, or may require collections or legal action.

Trigger

Approved invoice event, milestone reached, or fee now billable.

⏱ SLA

Invoice sent within 1 business day of the billable event.

Purpose

Keep the office consistently stocked without emergency ordering.

Steps
  1. Maintain top-items list with par level, reorder point, preferred vendor, pack size
  2. Review on-hand quantity weekly
  3. Submit replenishment order at reorder point
  4. Log expected delivery and receipt
  5. Reconcile spend to approved office budget
  6. Review quarterly for dead stock or better vendors
⚠ Escalate when

Replacement item changes guest/team experience, spend exceeds approved threshold, or vendor problem affects continuity.

Trigger

Weekly inventory review or item falling to reorder point.

⏱ SLA

Reorder at par level — no critical-stock gaps.

Purpose

Make client events, team outings, and charity events feel intentional and execution-ready.

Steps
  1. Confirm objective and sponsor
  2. Confirm budget and approval path
  3. Lock date, venue, and guest list
  4. Build run-of-show with minute-by-minute ownership
  5. Confirm food, beverage, signage, tech, gifts, arrival instructions
  6. Send confirmations 48 hours prior
  7. Day-of: arrive early, verify setup, capture issues live
  8. After event: thank-you notes, receipts submitted, budget closed out, learnings logged
⚠ Escalate when

Spend exceeds approved range, guest sensitivity is high, landlord/client politics, or branding needs approval.

Trigger

Approved event request.

⏱ SLA

Brief and budget confirmed at least 7 days before event.

Purpose

Keep people records orderly, accessible to the right people, and easy to audit.

Steps
  1. Create employee folder before start date using naming convention
  2. Save signed docs with consistent filenames
  3. Update onboarding checklist as documents/accounts are completed
  4. Hold a biweekly check-in with each staff member — log notes and action items in their file
  5. Restrict access to sensitive folders
  6. On exit: move folder to inactive archive, run offboarding checklist, confirm access removal
  7. Retain required records per applicable rules (I-9: 3 years from hire or 1 year from exit, whichever is later)
Biweekly check-ins

Sit down with each team member every two weeks; capture notes and action items in their file.

Calvin BruwelheideNicholas HeinKyle TsangMegan GallagherGraham Janovic
⚠ Escalate when

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
  1. Pre-boarding: send the offer packet, collect signed docs, confirm start date
  2. Order equipment and create accounts (email, SSO, tools) before day one
  3. Prep the workspace, building access / badge, and a day-one schedule
  4. Day one: I-9 / tax forms, payroll, benefits enrollment, and office orientation
  5. Assign a buddy or mentor and share the 30 / 60 / 90-day plan
  6. Check in at 30 / 60 / 90 days to confirm ramp and gather feedback
Steps — offboarding
  1. On notice: confirm last day; notify HR, IT, payroll, and the manager
  2. Plan knowledge transfer and reassign open responsibilities
  3. Last day: collect equipment, badge, and keys; run the exit interview
  4. Revoke all access (accounts, building, systems) on the exit date
  5. Process final pay and PTO payout; send benefits / COBRA details
  6. 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

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.

Draft
Saved
Brokerage fee calculation Direct

Small Door Vet

31 East 32nd Street · Entire 11th Floor

Deal type   Direct 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
YearAnnual rentAnnualized free timeMonthsNet annual rentRateCommission
Totals$0.00$0.000.00$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.

Systems

Email & calendare.g. Google Workspace
Team communicatione.g. Slack
Ops & task trackinge.g. Asana / Notion
HR & payrollsystem
Expenses & invoicingsystem
Commission Calculatorfile / link
Access & badgingsystem
Building / tenant portallink
Document storageDrive / SharePoint
Visitor managementsystem

Key documents

PDF

Director of Operations Welcome Packet

The full role handbook — add link

XLS

Commission Calculator

Billing & commission workflow — add link

DOC

Invoice templates & process

How invoices are raised and approved — add link

MAP

Floor plan / seating chart

Current office layout — add link

DOC

Vendor contracts & COIs

Active agreements and insurance — add link

SOS

Emergency & evacuation plan

Safety procedures and exits — add link

$

Expense & reimbursement policy

What’s covered and how to file — add link

N

Nomad brand assets

Logos and templates — add link