Sales Engine
The 4 Pillars of Motivation, STABM daily routine, CRM events, sequences, tasks, and drip campaigns. Every piece of the pipeline from first contact to automated nurture.
~30 min
Lead Management & CRM
The 4 Pillars of Motivation (Reason, Timeline, Condition, Price) and the STABM daily routine. Qualify leads and run your pipeline.
~20 min
Lead Intake: 75 Custom Fields
The 7-folder, 75-field intake structure your lead managers fill in on every qualifying call. The single source of truth that feeds your underwriting.
~25 min
CRM Events
Appointments, tasks, task presets, and how sequences auto-create events through the TCA model. Your event system configured for team-scale operations.
~25 min
CRM Sequences & Automation
Build, configure, and organize sequences A-Z. 26 pre-built sequences with TCA logic that handle the system while you handle conversations.
~25 min
CRM Tasks & Task Presets
Assignment strategy, deadline patterns by lead temperature, and the 5-step Task Triage System that keeps nothing from falling through.
~20 min
Drip Campaigns Deep Dive
6 copy-paste SMS/email templates for automated follow-up. Dead lead revival, not-interested re-engagement, and warm lead nurture.
Deal Numbers
Before you make an offer, know your numbers. The Two-Bucket comp method gives you a defensible ARV. The rehab estimator gives you the renovation cost.
~25 min
Comping Workflow
The Two-Bucket method for finding ARV. Separate unrenovated from renovated comps, calculate the renovation premium, and arrive at a defensible number.
~25 min
Rehab Estimator Workflow
Scope repairs room by room with the finish tier system. Get a rehab estimate and deal economics before you make an offer.
Go Deeper: Disposition & Exit Strategy
Build your verified cash buyer list so every deal has an exit before you put it under contract.
