Stop Losing Leads: Copy This Wholesaling Follow-Up & CRM (90-Day Blueprint)

All right guys, you're getting into wholesale but you don't know exactly how to follow up with the lead. You don't know how to treat the lead and you don't have a sales process. In general, when you don't have a sales process, you're not going to be able to make the most out of your leads and you're going to have a lot of leaks. So I'm going to show you today exactly how we follow up with our leads, how we classify them and how we get them to the closing table faster than everyone else. So when a new lead comes in, we automatically put them in an automation so that automation looks something like this. They come in, they get hit with a new lead created pipeline where they will go and get a sms and the SMS looks something like this. Hey, we've got your file name. Good news and bad news. Bad. If you skip this call, the call drags and the option shrink. Good. There's a quick fix to that and you can see here, this is the quick fix. So we send them to a video. The reason being is we want them to kind of understand our process a little bit before we call. Oh crap. Did not mean to do that. Let's see. Here we go. So I'll take this. It sends them here and it sends them to this why we turned on 50% of our clients and the three qualifications to get approved. So it'll take them through this video right here, which I actually need to embed this a little bit better. So I take them like we have to get them approved. I think we have to get them approved. Then I take them through the, some of the houses we've done in the past and then I take them through our entire agreement so that we can handle any objections before we even hop on the call. So they don't have to spend a bunch of time going over all that with us. We can save them time and save us time too. So they, they would rather have a quick call. And all we have to do on the call is build rapport, get them an offer and close. That is how that works as soon as they come in. And then we also get an internal internal notification. This sends it to our acquisitions manager it's assigned to and once it's assigned to an acquisitions manager then they are responsible for calling within two minutes. They have to double dial three times the first day. So when the lead comes in they call twice and then that midday they call twice and then at the end of the day they also call twice if they don't answer any time. The first day they move into working leads day zero through 14 and basically this texts them every single day and you're also supposed to double dial them every single day. So you'll call them day 0 through 14, you'll call them twice a day and you'll double dial them twice. If they don't answer anytime through here it'll automatically move over to working leads 14 day plus where you will call, double dial them once per day and you'll double dial them once per day here until they answer. And this also gives them a text for about another month. But if they don't answer within that month they get moved to no contact. Next you'll see we have warm follow up. So these are people who you know are interested within the next like you know, three months. But it's not like they're, they're not super pressed, they're not super pressed to sell, they're just interested and it's somebody we should follow up with. And this text about once per week. Now there's hot follow up. This is people who want to sell within the next 30 days but we haven't been able to get an offer yet. This right here is this specifically we're going to call every single day and we're going to text them every day as well. We have a pre foreclosure pipeline as well, but that's not as important. Next, you'll have missed appointments. So these are people who didn't show up to their appointments. So, so with your appointment set, if they don't answer or if they don't show up to the appointment it moves them into appointment set. These are your best leads. Well, appointment set and missed appointments are your best leads. These are the people who you're going to have the most luck closing. We call these people every single day trying to get them back on the phone because they did miss their appointment and appointments that we call them at their time now for the appointment set drip campaign. Let's see here. Drip campaigns and then we have these for, we have drip campaigns for every single one of these. But let's go say let's check these out. Appointment set drip campaign. Okay so basically it sends them an SMS saying hey, thanks for scheduling a time. I look forward to discussing your offer options here at this time. If any questions come beforehand, feel free to reach out. Next. Hey, name. Just a quick reminder of our upcoming call. We basically hit them one day before we hit them the day of in the morning. Then we hit them about an Hour before and then we hit them five hours before and then an hour before and then start time. So we hit them right then and it helps improve your show rate. Then we, if they show up to that call. Our goal, the only way we can complete the appointment is to get an actual offer. Let's see. So the only way we complete the appointment is to get an offer. So you'll only move them to offer made if you made the offer. Also, you should close at least 25% of these like when you get to the offer and they still don't like they haven't signed yet. You should literally be working with these people until you figure out exactly what you need to be doing in order to, to get them. So you give them the offer and they're like, I don't really know. You should be negotiating until you guys come to an agreement. You're going to call these people literally every day until you guys come to an agreement. So missed appointments, appointments set and offer made. You should be following up with all the time, trying to put a deal together. And then of course, when you have the contract signed, you have it here and that gets moved over to your dispo team. When you have a lead that you don't think is really assigned to any warm, hot or cold follow up, then you put them in this long term follow up bucket, which is basically like you're going to set appointments for, you're going to set tasks for yourself to call them back. Usually about once per month you'll get them, you'll have the appointment to set up or you'll have a task set up to them to give them a call. The next is sell this lead. So if the person's asking market value and they're just like super stuck on it, you can go to sell this lead and you can actually go to realtors in the area and actually sell them for like 50 to 100 bucks to kind of get your customer acquisition cost back. Because these leads cost a lot of money and some of these leads cost upwards of $300. So it's important for you guys to be able to get your money back for these leads and you can go sell them to realtors if they're asking for market value because at least they can go in and win. And then if the lead is like a complete dead like don't call me back, you just put them in the deadly bucket and then you don't follow up with them. And then enable do not disturb. We actually have this CRM. You can have this exact CRM. It actually tracks all of your KPIs and stuff too, which is pretty neat. I can actually show you a sandbox of it. No, wrong one. Here we go. So here's a little sandbox of what it is. So the new leads, 14 day plus working leads, no contact, cold follow up, warm follow up, hot leads, appointment set, missed appointment, offer made, contact sign, dead lead. And then we have like our dispo pipeline as well. We have all that in there already built out for you. And then also it shows like how many leads you got, how many of them made you set appointments with, how many offers were made, how many contracts you got signed and then how many calls were made, how much talk time you had and then how much money you made that month or how much money you made for the time period guys, you can get. We actually give this to all of our partners for free. So if you want to sign up for that 90 day blueprint strategy call, I'm going to put a link for it below. It's a free strategy call where we kind of go over exactly what you need in order to be successful at this. And then if you qualify for all of that, then we'll actually include this CRM for free for you. But anyways, you all have a good rest of your day and go ahead and schedule that 90 day blueprint call below and we'll see if we can help you out and solve some bottlenecks and.