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Overview
You’re not losing deals because you lack leads. You’re losing deals because you lack a system.
Leads come from everywhere. Conversations zig-zag. Motivation changes. And follow-up dies the moment you get busy—so your pipeline turns into “I’ll call them later.”
This session shows the deal movement engine we install in the Elite REI Launch & Growth Tech Stack: lead capture → instant response → structured intake → stage-based follow-up → booked appointments → long-term reactivation, built for how real investors operate.
What we’ll cover

  1. Features vs. a real system

Why generic CRMs fail in REI—and what an acquisition system actually needs.
2. Comprehensive Customer Management (the deal file)
All contact details, notes, tags, deal info, and every text/email/call in one timeline.
3. Simple Lead Tracker (pipeline that moves deals)
New → Contacted → Booked → Closed
How stages + rules prevent leads from stalling.
4. Speed-to-lead automation (no spam)
Instant replies, routing, and next-step prompts so you stay fast without sounding desperate.
5. Smart Website lead capture
“Start Here” page + form + website chat that pushes people to book—no manual babysitting.
6. Calendar confirmations + reminders (reduce no-shows)
Auto confirmation, reminders (24h/3h/30m), reschedule links, day-of instructions, and no-show follow-up.
7. Network nurture (stay top-of-mind)
Automated check-ins to drive replies, referrals, and reactivated leads without relying on memory.
Who this is for

  • Beginners who want the single most important tool to start with: a simple system to capture leads, track conversations, and follow up so nothing gets lost
  • Investors tired of scattered leads across texts, notes, DMs, and inboxes
  • Anyone who means to follow up… but isn’t consistent yet
  • Flippers, BRRRR/rental buyers, wholesalers, and small teams
  • People who want a weekly, repeatable process—not another app to “learn someday”

Who this is NOT for

  • Anyone looking for “push-button Deals” or a magic automation that replaces effort
  • People who won’t respond to leads, won’t follow up, or refuse to work a pipeline
  • Tool collectors who don’t implement
  • Anyone who thinks a pipeline alone equals a business (it’s only useful if you run it)

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See You There!

Related topics

Business Strategy
Landlords & Property Managers

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