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Deep Prospecting

From research to outreach: campaign export, heir personalization, SmartSkip

Turn owner research into real outreach by exporting the campaign, writing mail that speaks to heirs, and using SmartSkip to find the right contact.

From the August cohort

Read this lesson as a written walkthroughEvery screen and every number, on one page Prep for Week 2: Marketing, live Tuesday, October 13

Lesson checklist

What to keep in mind

Tick each one off once it is true for you. 0 of 6 ticked

I exported one campaign format file from the records page.
I can find the pinned summary on a record and call from it.
I read the message board on a record before I call anyone.
I can say which heir name goes in my letter.
I know whether I am mailing a PR or the family on each record.
I can re-skip an heir when the first numbers come back bad.

‹ Deep prospecting a foreclosure notice: the AI research run The call playbook: the opener and the 4 pillars ›

We build this with you live in Week 2: Marketing, Tuesday, October 13, 1 to 4 PM ET. Add it to your calendar.

Live every Tuesday and Thursday

The 4-Week Deal Flow Workshop, live on Zoom

One 3-hour lesson every Tuesday, 1 to 4 PM ET: data, marketing, sales, then AI. You watch that week's modules first, then we build it with you, your own county on screen. Every Thursday, 1 to 2:30 PM ET, you bring your 5 numbers to the Q&A and we break down where you go next.

Lessons: Tuesdays, October 6, 13, 20 and 27

Q&As: Thursdays, October 8, 15, 22 and 29

Join Zoom when a session is live. Missed one? Watch the replays. Registered? Book your free 30-minute setup call. Not yet? Save your free seat.

The DataSift Real Estate Mastermind Community group on Facebook, with 5.4K members

The DataSift Real Estate Mastermind Community

5,400 investors on Facebook. Post your market and your deal count in the intro thread, then ask anything. The team answers there, and so do the members.

Join the Facebook group