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Tech Tuesdays  - April 21

VIEW RECORDING - 59 mins (No highlights)

Meeting Purpose

Review the GenieREI deal marketing workflow and address reporting issues.

Key Takeaways

• Deal Marketing Workflow: The process is to import new buyers with a buyer tag (which defaults them to unqualified), qualify them via the Buyer Sonar drip campaign, and only then market deals to the qualified list.
• Reporting Fix: Dashboard reporting is inaccurate because the Offer Made status doesn't auto-assign leads to the user making the offer. A new automation will fix this by assigning leads to the user whenever a green status is selected.
• Buyer Sonar Access: Older accounts lack the Buyer Sonar feature. GenieREI Support will enable it for all users to facilitate the new qualification workflow.

Topics

Problem: Inaccurate Reporting & Manual Assignment

• The Offers Made dashboard metric is inaccurate (e.g., showing 1 of 6 offers).
• Root Cause: The Offer Made status does not auto-assign leads to the user making the offer.
• Impact: Offers are logged under the default user (e.g., "MayCloud"), skewing individual performance data.
• Proposed Fix: A new automation will auto-assign leads to the user whenever a green status is selected. This eliminates the need for a separate "Claim Lead" button.

Solution: Deal Marketing Workflow

• Goal: Market deals efficiently to a qualified buyer list.
• Process:
  1. Import Buyers: Upload a CSV list, adding buyerand property-specific zip code tags.
     • The buyer tag triggers the Buyer Sonar drip campaign.
     • Contacts default to unqualified if not already in the system.
  2. Qualify Buyers: Use the Buyer Sonar list to call and qualify contacts before photos are ready.
  3. Market Deal:Use the "New Deal" marketing form.
     • Critical: Do not include the full address in the initial text.
     • Rationale: This protects the deal from being "sniped" by unqualified parties.
     • Content: The text includes only the zip code, asking price, ARV, and estimated rehab.
  4. Track Responses:
     • A reply of "1" → Moves the opportunity to the Interested stage.
     • A positive reply → Moves the opportunity to Responded to Marketing for manual review.

Other Topics

• API Key Permissions: Joshua needs to grant his AI system write access to opportunities.
  • Resolution: The HighLevel API documentation link was provided to guide the process.
• Pipeline Organization: To hide "Lost" leads, use the status filter to show only open opportunities.
  • Rationale: This keeps the pipeline clean while preserving data on where deals are lost, which is valuable for analysis.

Next Steps

• Connor:
  • Deploy the new automation to auto-assign leads on green status selection.
  • Update private integration tokens for all users.
  • Improve status button readability (e.g., bolder text).
• GenieREI Support:
  • Enable the Buyer Sonar feature for all accounts.
  • Schedule a 1-on-1 with Joshua to assist with the initial buyer list import.

Action Items

• Provision Buyer Sonar + Qualified Buyers for all accounts incl. Joshua - WATCH (5 secs)
• Email Nosheen to schedule 1st buyer-list upload/tagging walkthrough - WATCH (5 secs)
• Record 'jackass' buyer calls; share on Thu call w/ Eric + Tony - WATCH (5 secs)
• Update private integration tokens for all accounts - WATCH (5 secs)
• Implement auto-assign on green-status selection; remove Claim Lead button - WATCH (5 secs)
• Improve status dropdown readability (bold/contrast) - WATCH (5 secs)