Happy Monday everyone! Here is an updated workflow video Objective: 1. Target Top Leads (100+) 2. Target Follow Ups (100+) 3. Target Novations (60+) 4. Target Agent Referrals (1,200+) These leads are all pre-qualified by our team and available for follow up. The goal is to get these u/c. In addition to these leads we also have a triple dialer available for prospecting from 10AM - 8PM CST everyday (this is for those who prefer cold calling or speaking to new / fresh leads) As always, let me know if you have questions or need help with anything. Good luck!

I have a list of over 2,000 leads that can be converted into novations or retail listings. I have 2 days to transfer the notes of these leads over from our old CRM (RE Simpli) to our new CRM (Podio) before they completely disappear (so far 1,832 remain) I need assistance in transferring the notes over and also following up with these leads. Here is a video highlighting how to assist in transferring them over; anyone who reaches out and gets the deal closed will be paid out by our company. In addition to these we have another few hundred leads that are follow ups for potential off market wholesale deals. These are accessible to all members of the community who are approved as lead managers. Let me know if you have any questions - even if you are unable to assist in transferring over the notes, you are more than welcome to assist on the follow up. Websites Needed : Podio / RE Simpli / Offer Bolt Podio - https://podio.com/pinnacle-investment-group-q00fofpdjc/hmp (new CRM) RE Simpli - https://dashboard.resimpli.com/dashboard (old CRM) Offer Bolt - https://app.offerbolt.io/v2/location/8sDvBgr3klWXDQU7difk/dashboard (outreach) *Keep in mind the value here - these leads have costs tens of thousands of dollars - skip-tracing, marketing, overhead, and even been nurtured - all you have to do is pick up where we left off* If the cash offer does not make sense, pivot to a novation, and if the spread is too thin we can just list it as an agent referral / retail listing.

Happy Thanksgiving everybody! 🍁

Weekly calls will be moved to every Sunday at 6PM CST moving forward See ya'll there!

Hey everyone! Here is an updated video going over the community and the current work-flow for internal lead managers. As always, if you have any questions - feel free to contact me anytime. All the best, J