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, but they lead in a clear order: the SiftMap AI/Investor Score is your primary precision lever (about 22.8 to 30.6 doors per deal at the 80-90 band), the acute distressor and obituary lists run as parallel pulls, your courthouse pipeline is the consistency layer, and broad AI plus D4D is the coverage tier. This framework shows how to sequence them, and why you never blindly AND-stack.
~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, in order of efficiency: the SiftMap AI/Investor Score leads as your precision lever, acute distressor and obituary lists run as parallel pulls, your courthouse pipeline is the consistency layer, and broad AI plus D4D extends coverage. 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
Your precision engine. Full filter stack with the AI/Investor Score, all native distressor categories, and obituary enabled. Lists run from tight precision pulls to 25K-48K+ coverage runs. Presets for every tier, every niche, every campaign type.
~25 min
First-to-Market Data Sourcing
Even at scale, your courthouse pipeline is your consistency layer and long-term nurture engine, not the thing you lead with. Pulls in every market, a dedicated Data Manager running the pipeline, and the lowest cost per contract once it is built.
~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
The AI/Investor Score is your primary precision lever and the single most efficient lever by far (about 22.8 to 30.6 doors per deal at the 80-90 band). $1,250/mo AI plan, 100K records, all three scores active. Run it as your lead, with acute distressor lists as parallel pulls, never a blind AND-stack.
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.