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Quick Start Guide

Run Your First Site Selection

From candidate address to a defensible site scorecard in under 10 minutes. End-to-end walkthrough.

Last updated May 13, 2026

Site selection is Curated's most-used workflow. This walkthrough takes a single candidate address from "interested" to a scored, sourced, IC-ready scorecard.

What you'll have at the end

  • A site scorecard with demographic, competitive, traffic, and trade-area metrics
  • A map showing the trade area, competitive presence, and key signals
  • An artifact you can share via URL or export as PDF
  • Methodology trail attached, with every metric sourced

Time

7–10 minutes for a single address. Less if you've used the Site Selection playbook before.

Walkthrough

1. Open the Space where this analysis belongs

Pick a Space scoped to the project (e.g., "DFW Expansion 2026"). If you don't have one yet, click New Space, name it, and continue.

2. Start the conversation

In the prompt bar, type something like:

Score this site for a 30,000 sqft grocery: 1500 Main Street, Dallas TX. Use the Site Selection playbook.

Specifying the playbook explicitly is optional — Curated will detect the intent and apply it. Specifying makes the agent trail clearer.

3. Watch the agents work

The agent trail panel will show:

  • GIS agent geocoding the address and pulling demographics
  • Spatial analysis agent computing the drive-time trade area
  • Competition analysis from Esri Places + (where contracted) your foot-traffic provider
  • Playbook agent assembling the scorecard structure
  • Synthesis agent writing the recommendation

For most addresses, the full run completes in 60–90 seconds. The scorecard appears as a live artifact card you can watch get built.

4. Read the answer

The scorecard will have:

  • Recommendation summary — overall fit, with a confidence flag
  • Trade-area definition — drive-time and demographic context
  • Competitive map — nearest competitors, density, and overlap with the proposed trade area
  • Demographic alignment — match against the format's typical customer profile
  • Risk flags — anything Curated thinks worth raising (low traffic, competitive saturation, demographic mismatch)

Every metric carries its source. Click any number to see provider, dataset, vintage.

5. Refine if needed

Common follow-ups:

Use a 10-minute drive time instead of 5
Filter competitors to only direct chains (not all grocery)
Compare this against 1700 Main Street and 2200 Elm Street

The conversation builds — each refinement updates the same scorecard artifact.

6. Save and share

Click Save as artifact to commit the current version. The artifact gets a stable URL you can share, comment on, or version. To send to someone outside the workspace, click Export → PDF — sources are cited inline in the PDF.

What to ask next

After your first site selection, the natural follow-ups:

  • Portfolio screen"score these 12 candidate sites and rank them"
  • Market analysis"now do a full market analysis for the DFW metro"
  • Compare"compare DFW to Austin for this format"
  • PlaceStory"turn this into a PlaceStory I can send the team"

Related

  • Generate a Market Analysis Report
  • Create a PlaceStory™
  • Compare Multiple Sites or Markets