All modules

Every lesson, in order

117 lessons across fifteen modules, 88 live and 29 coming soon. Pick any row to open the lesson; the checks fill in as you complete them.

0 of 88 lessons complete. Next: Orientation and Operating System
REI Mastery

Orientation and Operating System

The frame for everything: the machine, your phase, and the proof.
0 of 2 done, 1 coming soon
Welcome: the deal flow operating system 4 min Find your phase: the Deal Flow Ladder Coming soon Proof this works 4 min
REI Mastery

Data Strategy: lists, SiftMap and the courthouse

Rank the lists by doors per deal, pull them in SiftMap, skip trace and enrich, upload and update, and add first-to-market county data.
0 of 12 done
Pendulum theory: timing the market 5 min Saturation and sales cycle: the two axes 4 min Doors per deal: the efficiency math + reading your market's exits 30 min The three ways to source courthouse data, county by county 9 min How to pull your list from the Doors per Deal ranking 8 min Update recently sold records for marketing 4 min SiftMap auto-add: presets that download new records every day 5 min The first-to-market obituary list inside SiftMap 7 min How to skip trace records (and the unlimited add-on) 7 min Enrich records 3 min Uploading new records 5 min Updating data on upload 7 min
REI Mastery

Market Selection

Pick the market and read it: pendulum theory, saturation and sales cycle, and Market Finder by hand and with Claude.
0 of 6 done
The market analysis framework: county, ZIP codes, neighborhoods, budget 7 min What Market Finder shows and how to read it 3 min Building your base criteria in Market Finder: value range, age, equity, ownership 23 min Top ZIP codes: the median-price sanity check and where not to pull 9 min Top neighborhoods: investor transactions and demand per area 6 min The Market Finder analysis skill: ranking areas with Claude 6 min
REI Mastery

Sequential Marketing

Every marketing motion in one place: channel order and cost per touch, compliance, niche and bulk sequential set up end to end, the full attempt and click-to-dial, phone scoring with Trestle and phone reputation, the SMS agent, email, direct mail, and the rehash and not-interested cadences.
0 of 18 done, 5 coming soon
Three ways to start: mail-first, caller-first, or solo prospecting 3 min Channel order and cost per touch 13 min DNC, straight outbound, and the tools behind each channel 8 min Channel contribution math on a real top list 7 min Sequential marketing: the full setup 36 min The full attempt: the unit of work 4 min Click-to-dial tooling and working attempts backwards 5 min Setting up the Kixie calling integration 4 min Uploading dialer dispositions 3 min Setting up the Smarter Contact texting integration: outbound and inbound 12 min Data turnover and full attempts at scale 5 min Phone scoring with Trestle: the setup Coming soon Number Verifier and Trestle: what the carriers see on your numbers 12 min Rotating numbers: build versus buy, and the manual upload 11 min Email prospecting: the next 5 to 10% contact-rate channel Coming soon Direct mail mastery: what to mail, when, and on what cadence Coming soon Direct mail marketing filters (mailing through DataSift) 5 min Direct mail marketing filters (sending outside of DataSift) 6 min Creating and sending direct mail campaigns 7 min Direct mail campaign templates 4 min Setting up default return and contact information for direct mail 2 min Door knocking: the most expensive touch, and where it pays Coming soon Meta ads to your own list: the seventh channel Coming soon
REI Mastery

Deep Prospecting

Reach the decision maker on any record your marketing could not touch: how skip tracing really works, the AI research run on a foreclosure notice, and heir-level outreach with SmartSkip.
0 of 3 done
Deep prospecting: what it is and how skip tracing really works 14 min Deep prospecting a foreclosure notice: the AI research run 11 min From research to outreach: campaign export, heir personalization, SmartSkip 13 min
REI Mastery

Sales and Conversations

The seller conversation end to end: the opener, the four pillars, objections, the money conversation, the offer, and the close.
0 of 4 done, 5 coming soon
The call playbook: the opener and the 4 pillars Coming soon Prospector to lead manager: the handoff and the appointment rule 6 min One script, many frames: the open-ended opener 5 min Objection handling bank: four frameworks and the ten objections Coming soon Grading your calls with AI coaches: the setup Coming soon Why call review is the highest-leverage training move, and the one-fix cadence 7 min Making the offer: the money conversation Coming soon Closing and commitment: anti-pressure positioning and the in-person close Coming soon Contract golden rules and the trust drought 10 min
REI Mastery

Lead Management: the system

STABM, the phases, the morning routine and the quality-control filters that keep every lead moving.
0 of 10 done
Why lead management breaks: role mixing and the hat problem 5 min Where leads come from and how they enter the CRM 13 min Status, task, phase: how a record moves 2 min The unqualified phase: no contact, nurture, ghosting 11 min Not interested, ghosting, dead: closing out a lead 2 min STABM: the non-negotiable habit 5 min Auditing a wrong STABM on a real record 5 min Phases in a live account: how long a lead sits, and why ghosting leads still sell 11 min The lead manager's daily flow: the queue, the task filters, leads missing tasks, send-backs 8 min Working the lead management folder: the daily presets 8 min
REI Mastery

CRM setup: boards, fields and tasks

The default account build, SiftLine boards, custom fields, the calendar and the task presets.
0 of 11 done
SiftLine overview 5 min Creating SiftLine boards 4 min SiftLine adding and removing cards 3 min Quick filters 2 min The 75 custom fields: the intake structure, from the playbook 11 min Custom field groups and typed fields 4 min Custom fields 4 min The default account build: what ships in every account 9 min How to integrate Google Calendar with DataSift CRM 2 min Creating task groups and task presets 2 min Transactions board to closed, and the whole cycle in ninety seconds 4 min
REI Mastery

Automation: sequences and drips

Round robin, sequences that fire on status changes, SMS and email events, and drips for the leads that already know you.
0 of 4 done
How to create sequences 6 min SMS and email events in sequences 6 min Round robin assigning records with sequences 3 min Simple drip campaigns for off-market investors 20 min
REI Mastery

Deal Analysis

Comping, rehab estimating and transaction coordination: the numbers behind every offer and the checklist from contract to close.
0 of 2 done, 2 coming soon
Manual comping Coming soon The AI comping workflow 8 min Rehab estimating from a walkthrough video 12 min Transaction coordination: the contract-to-close checklist Coming soon
REI Mastery

Exit Strategies

How a contract becomes money: dispositions and buyer prospecting, novations, curative title deals, and private money.
0 of 2 done, 3 coming soon
How to find a buyer for a deal manually in SiftMap 42 min Buyer prospecting: the SiftMap proximity hunt 11 min Novations: the middle rung of the downsell ladder Coming soon Curative title deals: the recipe and how to market it Coming soon Private money: raising it and the lender package Coming soon
REI Mastery

Team, Hiring, and SOPs

Hire, train, and keep the team that runs the machine.
0 of 3 done, 2 coming soon
Team structure: VAs, closers, and KPI-managed prospectors 9 min The hiring roadmap by stage Coming soon Sourcing candidates: job posts by country and Claude screening 12 min What to pay, by country and role, and why no clawbacks 7 min SOP creation: film it once, hand it to your hires and your AI Coming soon
REI Mastery

KPIs and Scaling

The instrument panel: benchmarks, audits, and the plan for the next quarter.
0 of 1 done, 4 coming soon
The KPI system: from a revenue goal to Tuesday's dial count Coming soon The dashboard shift: tracking KPIs with Claude, live 13 min The company audit: four pillars in 15 minutes Coming soon 30/60/90 planning and quarterly rocks Coming soon Unit economics: cost per contract, margin, cash cycle Coming soon
REI Mastery

AI Leverage

Deploy the AI workforce that runs your data pipeline every morning.
0 of 10 done, 3 coming soon
The Lead Management Plugin for Claude 4 min Vendor directory, buyer finder and scheduled Facebook scrapes 10 min Installing the skills library from the guide link, live 3 min Installing the stack and sharing it with your team Coming soon Plan mode doctrine: the discipline that gates every build 11 min Editing a skill and the APIs behind SiftStack: IDX feeds, SERP, Home Depot 6 min Claude in the daily workflow: address summaries and the weekly QA skill 10 min Model pricing: which model for which job 6 min SiftStack setup in 3 to 5 days Coming soon First-to-market with SiftStack: volumes, budget, marketing order 12 min Learn three by hand before you automate 10 min The SMS agent: training and setup Coming soon What the SMS agent writes, and the dispositions loop 7 min
REI Mastery

Phase Roadmaps

Your phase's execution roadmap: the five stations, built for the rung you are on.
Coming soon
Phase 1, the Operator: stand up the flow Coming soon Phase 2, the Delegator: multiply touches Coming soon Phase 3, the Manager: scale the team Coming soon Phase 4, the Owner: own the machine Coming soon
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