Foundation
Before you add anything new, audit what you have. These frameworks diagnose where your current operation is leaking and give you the complete scaling prescription.
~20 min
Data Priority Pyramid
You run all 3 tiers simultaneously. FTM as foundation, Stacked Niche for volume, AI scoring for prioritization. This framework shows how the tiers stack, not compete.
~18 min
Pendulum Theory
Multi-channel defense is your competitive advantage at scale. While single-channel operators get wiped out by saturation, your diversified system absorbs the hit.
~20 min
Company Audit
Start here before adding anything new. The 4-pillar audit diagnoses where your current operation is leaking deals, revenue, or team productivity. Blueprint D-specific action items.
~15 min
Your Blueprint: The Scale-Up
Your complete prescription: the $800-2,500+/mo tech stack, full team org chart, and 90-day sprint for scaling from inconsistent to predictable.
Data & Sourcing
All three data tiers running simultaneously. FTM as foundation, Stacked Niche for volume, AI scoring for prioritization. Validate everything before you scale spend.
~20 min
Market Finder Workflow
You are ready to expand beyond your first market. This workflow systematically evaluates new states, counties, and zip codes before you commit marketing dollars.
~30 min
SiftMap Mastery
Full filter stack with all distressor categories and AI scoring enabled. Your lists run 25K-48K+ records. Presets for every tier, every niche, every campaign type.
~25 min
First-to-Market Data Sourcing
Even at scale, FTM is your foundation. Courthouse pulls in every market, dedicated Data Manager running the pipeline, lowest cost per contract on every deal.
~20 min
Sold Properties Analysis
Validate filter assumptions across multiple markets. What works in Market A may not work in Market B. Run the validation loop before scaling spend.
~20 min
AI-Powered Prospecting
AI scoring is your primary data strategy at this level. $1,250/mo AI plan, 100K records, all three scores active. Layer on top of FTM and Stacked Niche.
Marketing & Outreach
Bulk and niche campaigns running in parallel. Power dialers for volume, sniper campaigns for high-value FTM lists, all scored and routed to the right team members.
~25 min
Bulk Sequential Marketing
High-volume outreach with power dialers, bulk filter presets, and team routing. Your callers work 150-200 dials per day across scored lists.
~30 min
Niche Sequential Marketing
Parallel niche campaigns running alongside your bulk operation. Dedicated filters for probate, tax sale, and foreclosure lists. Different cadence, different copy.
~20 min
Phone Scoring & Trestle
Score everything. Route Tiers 1-2 to your best callers, Tier 3 to junior callers, and drop Tiers 4-5 entirely. Team-level phone list management.
~20 min
Direct Mail Mastery
Scaled mail campaigns across all list types. Bulk mailers for 25K+ lists, personalized letters for niche lists, all integrated with your CRM filter system.
Lead Management & CRM
Full team CRM operations. Lead Managers run the pipeline. Closers handle hot leads. Round robin distributes evenly. Every sequence, task, and drip running simultaneously.
~30 min
Lead Management & CRM
4 Pillars and STABM for a full team. Lead Managers run the pipeline daily. Closers handle hot leads. Round robin ensures even distribution across the team.
~25 min
CRM Events
Appointments, tasks, and round robin distribution across 5-15 team members. The TCA model powers everything. Every event type configured for team-scale operations.
~25 min
CRM Sequences & Automation
All 26 pre-built sequences active plus custom TCA flows for your specific operation. Sequences handle the system. Your team handles the conversations.
~25 min
CRM Tasks & Task Presets
Full assignment matrix with permissions, team routing, and role-based access. 40-60 tasks per caller per day. Overdue rate under 5%.
~20 min
Drip Campaigns Deep Dive
Every campaign type running simultaneously. Dead lead revival, not-interested re-engagement, warm nurture, speed-to-lead. All automated, all tracked.
Deal Analysis
Standardize deal analysis across your team. Same comp method, same rehab estimates, same buyer list process. Consistency eliminates surprises.
~25 min
Comping Workflow
Standardized comp process across your team. Every acquisition manager uses the same Two-Bucket method. Consistent ARV calculations, consistent offers.
~25 min
Rehab Estimator Workflow
Standardized rehab estimates using the same finish tier system. No more 'I thought it was a $30K rehab' surprises between team members.
~20 min
Buyer Prospecting
Systematic buyer list building with SiftMap investor filters. Your dispositions team maintains and grows the buyer list as a permanent asset.
~25 min
Foreclosure Analysis
Apply the 5-Lens Framework to every FTM niche in your market. Volume, timing, geography, equity, and outcomes for probate, tax sale, and foreclosure.
Team & Operations
Full 7-role org chart with daily workflows for every seat. SOPs for every process. KPIs for every role. AI automation across the entire team.
~20 min
Team Structure
Full 7-role org chart with daily workflows for every seat. Owner at the top, Data Manager through Ops Manager underneath. Everyone knows their lane.
~25 min
Hiring Guide
The complete Replacement Ladder. Data Manager first, then Callers (2:1 ratio to Lead Managers), Lead Manager, Closer, Sales Manager, Ops Manager. Where to find each role globally.
~25 min
KPI Tracking
Revenue calculator, conversion funnel, team dashboards, and the daily/weekly/monthly cadence. DataBox integration for live team metrics. Every seat has a number.
~20 min
SOP Creation
SOPs for every role and every process. Your Data Manager's SOP, your Caller's SOP, your Lead Manager's SOP. The system runs on documentation, not tribal knowledge.
~20 min
Claude Skills for REI
AI-powered automation replaces manual research across your team. Comping skills, research skills, and prospecting skills deployed to every relevant role.
~15 min
Case Studies
Real operator examples at scale. How other Scale-Up operators built their teams, chose their markets, and hit predictable deal flow.