Phase Roadmaps
Phase 4, the Owner: own the machine
Reach the records the cheap channels never touched with deep prospecting, door knocking, email and Meta ads, and hand the floor to a sales and ops manager.
Coming soonThis lesson is not recorded yet. Ty films it next. It will appear here, with its video and the written walkthrough, the day it goes live.
What this lesson will cover
- Phase four. The last thing comes off your plate: the deals.
- The team sells, the systems report, and you work on the business. The cheap channels reached maybe a quarter of your best list. The Owner goes after everyone else on it.
- Station one, data. Nothing gets archived. An archived record is a paid-for door you never reached. Any one of four conditions sends a record to deep prospecting: the full attempts are exhausted, the mail came back, it is vacant at both addresses, or there are no numbers left.
- Deep prospecting is the fourth channel. Claude does the research, the heirs, the deceased owners, the real decision maker, and SmartSkip finds the number. It runs $1.50 to $4 a record, and it is worth it because the lead comes out of your own marketing, so nobody else is getting to them. It is how you go from a quarter of the list toward half.
- Here is why it pays. 22% of tax sale records and 38% of foreclosure records have deceased owners. Curative title still needs an attorney. And cap the research at 90 minutes a lead.
- Station two, marketing, the last three channels, on the same list. Door knocking is the most expensive touch you can make, and it cuts straight through saturation, which is why it belongs on auctions. I have a friend with a team of three doing about $1.8 million a year on door knocking probates and foreclosures.
- Email is a flat cost, about $200 a month, your own domains and Instantly, sending to your top records on autopilot. It is a bolt-on, not something to live on. And the seventh channel is Meta ads, run to that same list, so they see you from every angle.
- On sensitive lists the order does not bend. Mail the family immediately. No calls for the first three months. Then call, and reference the letter. Never a cold text.
- When all seven run on a list the ranking already proved, the months get consistent, and cost per contract lands between $1,000 and $3,000. Then, and only then, do you expand outward. Go back to the ranking and pull the next list.
- Station three, conversations. The sales manager owns the closers, the call reviews, and every number on the sales scorecard. Coaching and scorecards reach the team on a schedule, without you pulling them.
- Station four, conversion. More exits for the same lead: novations, curative title, private money. The margin comes from deals the team already has.
- Station five, team and leverage. Leadership is the last rung of the Replacement Ladder. A sales manager at $5K to $6K a month plus a 2 to 5% override. An ops manager at $5K to $7K a month plus bonus, who owns systems, reporting, and the hiring pipeline. You hold zero seats on the floor. Read the scorecards weekly, pick the biggest leak, and assign the fix to one of the two.
- That is the audit loop. Score the four pillars, marketing, sales, operations, KPIs, and fix left to right on a cadence. A weak pillar on the right usually traces back to one on its left.
- Hold the line on one number: fully loaded cost per deal. Marketing on all channels, plus data, plus every seat, divided by deals closed. Know it to the dollar, every month. High volume at low efficiency is the trap. High volume at high efficiency is the machine.
- What breaks machines at this rung: you stop marketing and the damage hides behind the cash cycle, your data decays about 14% a month without hygiene, and the team has no structure. Keep months of total costs banked, and expand on banked profit, not borrowed money.
- This is the top rung. Maxed means every list on your ranking runs all seven channels, every unreached record sits in deep prospecting, cost per deal is known to the dollar, and the floor runs a full week without you. Then the new market gets its own phase one.
- Proof. Quintin Givery netted $458K in seven months in Hillsborough County with a two-person team and deep prospecting on every exhausted lead. Mara made two hundred thousand dollars in five months on under $2,000 of mail, sent to her exhausted calling list. Brian Johnson made $100K plus from pre-probate and return mail.
Want this built with you, live? The 4-Week Deal Flow Workshop runs Tuesdays, October 6, 13, 20 and 27, 1 to 4 PM ET. Add it to your calendar.
