Foundation
Your capital is your leverage. These frameworks show you why multi-channel defense beats single-channel volume, and how to sequence your spending for maximum ROI.
~20 min
Data Priority Pyramid
You start at Tier 2 (Stacked Niche via Expert plan at $499/mo) because you are time-poor. But FTM data is always the goal. This framework shows you why and when to backfill.
~18 min
Pendulum Theory
Your capital lets you run multiple channels simultaneously. This framework shows you why that multi-channel defense is your competitive advantage over single-channel operators.
~15 min
Your Blueprint: The Optimizer
Your complete prescription: the $398-1,465/mo tech stack, Data Manager + Lead Manager hired simultaneously, and 90-day sprint plan for building a system that works while you work.
Data & Sourcing
Stacked Niche data gets you to market fast. But you need to pick the right market, build the right filters, validate assumptions, and know when AI scoring is worth the upgrade.
~20 min
Market Finder Workflow
Pick your target market before you spend on data. State-level analysis, county comparison, and zip code prioritization in one 20-minute workflow.
~30 min
SiftMap Mastery
Your primary list-building tool. Filter layering for 25K+ record lists, distressor categories, preset strategies, and how to add records to CRM at scale.
~20 min
Sold Properties Analysis
Before you market to your SiftMap list, validate your filter assumptions against real transaction data. 20-minute validation routine that prevents wasted spend.
~20 min
AI-Powered Prospecting
Once your foundation is producing, add AI scoring to cut lists in half. The 3 AI models, when each is worth the spend, and how to integrate with your existing SiftMap workflow.
Marketing & Outreach
Your marketing runs on power dialers and bulk filter presets, not click-to-dial. High volume, automated channel rotation, and team routing across scored lists.
~25 min
Bulk Sequential Marketing
Your marketing runs on power dialers and bulk filter presets, not click-to-dial. 9 filter presets for large lists, automated channel rotation, and team routing.
~20 min
Phone Scoring & Trestle
Score your 5K+ phone lists before loading them into ReadyMode. Only Tiers 1-2 go to the dialer. Tiers 4-5 get dropped entirely.
~20 min
Direct Mail Mastery
Scaled mail campaigns through Sift Mail. Not handwritten notes for 200 people. Thousands of mailers integrated with your bulk CRM filters.
Lead Management & CRM
Your Lead Manager runs the pipeline daily. You focus on closing. Build the CRM systems that route leads, automate follow-up, and keep your team accountable.
~30 min
Lead Management & CRM
The 4 Pillars and STABM, but applied to a team context. Your Lead Manager runs this daily while you focus on closing.
~25 min
CRM Events
Appointments, tasks, and presets for a multi-person operation. Round robin distribution, the TCA model, and how sequences auto-create events.
~25 min
CRM Sequences & Automation
26 pre-built sequences with TCA logic. Your Lead Manager and Callers work inside these systems, not outside them.
~25 min
CRM Tasks & Task Presets
Assignment matrix for routing tasks to the right team member. Round robin, deadline patterns, and the permissions wall for role-based access.
~20 min
Drip Campaigns Deep Dive
Automated follow-up templates running in the background. Your team focuses on live conversations while drips handle the nurture.
Deal Analysis
Standardize how your team analyzes deals. Same methodology, same tools, consistent offers across your entire operation.
~25 min
Comping Workflow
Standardize how your team pulls comps. The Two-Bucket method ensures every offer is backed by a defensible ARV, not a gut feeling.
~25 min
Rehab Estimator Workflow
Your closer or acquisitions manager scopes repairs using the same finish tier system. Consistent estimates, consistent offers.
~20 min
Buyer Prospecting
Build a verified cash buyer list using SiftMap investor transaction filters. Your dispositions pipeline starts here.
Team & Operations
You cannot do everything yourself. Build the team, the playbooks, and the accountability systems that let your operation run while you are at your W-2.
~20 min
Team Structure
You need the same 7 roles, but you compress the Replacement Ladder: Data Manager + Lead Manager hired simultaneously. This page shows the full org chart and when to add each seat.
~25 min
Hiring Guide
Hire Data Manager + Lead Manager simultaneously in Week 1, then 2 Callers per Lead Manager, then a Closer once you have consistent overflow. Where to source, screen, and onboard.
~25 min
KPI Tracking
Revenue calculator, team accountability dashboards, and the daily/weekly cadence that keeps your team producing while you are at your W-2.
~20 min
SOP Creation
Every process your team runs needs a playbook. Record, transcribe, feed to the Playbook Creator, deploy. Systematize before you scale.
~20 min
Company Audit
Run the 4-pillar audit to find where your deal flow is leaking. The 30/60/90 action plan tells you exactly what to fix and in what order.