Team & Channels
The 7 roles every REI operation needs, then the marketing systems those roles execute. Niche campaigns for small lists, bulk campaigns for volume, phone scoring to eliminate waste.
~20 min
Team Structure
The 7 roles every REI operation needs, their daily workflows, tools, KPIs, and the Replacement Ladder from solo to full team.
~30 min
Niche Sequential Marketing
13 CRM filter presets and the 3-day call/text/mail cadence for targeted lists of 200-500 records. Cheapest channel first, every time.
~25 min
Bulk Sequential Marketing
Power dialers, 9 bulk filter presets, and automated channel rotation for large lists of 5,000+ records. Scale your outreach without scaling your team.
~20 min
Phone Scoring & Trestle
Score your phone list before you dial. The 5-Tier Framework eliminates 50% dead numbers so you spend calling time on lines that actually ring.
~20 min
Direct Mail Mastery
Handwritten letters for niche lists, scaled campaigns for bulk lists. The third touch in your sequential cadence.