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Tech Tuesdays  - March 10

VIEW RECORDING - 107 mins (No highlights)

Meeting Purpose

Review the daily workflow for acquisitions managers and troubleshoot system issues.

Key Takeaways

• New Workflow: A system update tonight will introduce new calendars (Appointment for Offer, Appointment for Follow-up) and a Window Follow-up date picker to fix current issues with leads not leaving the Attack List.
• System Bug: The Negotiating status is not pausing SMS drips, a critical failure that is causing leads to be over-contacted. This will be fixed in the update.
• Wave Dialer: The Wave Dialer is strongly recommended for teams. Its Nuisance Protection feature prevents multiple reps from calling the same lead simultaneously, solving a key problem with the native GoHighLevel dialer.
• Contract Automation: To prevent bottlenecks, a company email user should be set as the default signer for contracts. This allows the team to send documents without waiting for a specific manager's signature.

Topics

System Bugs & Fixes

• Problem: Leads remain on the Attack List and continue receiving SMS drips after an appointment is set or the Negotiating status is applied.
• Cause: The current system logic is flawed. The Appointment Booked status button is only a KPI tracker; it does not trigger the automations that remove a lead from the Attack List or pause drips.
• Solution: The update tonight will introduce new calendars and a Window Follow-up date picker. These new tools will trigger the correct automations, ensuring leads are managed properly.

Daily Acquisitions Workflow

• Call Strategy: Call leads from the Attack List without reviewing notes to avoid prejudgment.
• Lead Ownership: Claim a lead immediately upon contact using the Assign To button. This locks the lead to your name for KPI tracking and prevents other team members from contacting them.
• Status Selection:
  • Green Statuses: Keep the lead assigned to the current user.
  • Yellow Statuses: Reassign the lead to the "Cloud" (Revival List), making it available for any closer to work.
  • Red Statuses: Kill the deal and remove it from all active lists.
• Contract Generation:
  • Use the Send Contract status to trigger a text with a form link.
  • The form data populates a contract draft, which requires adding the correct buyer signer before sending.

Wave Dialer for Teams

• Nuisance Protection: Prevents multiple reps from calling the same lead simultaneously by skipping it for 2 hours after the first call.
• Local Presence: Automatically matches the outbound area code to the lead's location, increasing connection rates.
• Team Monitoring: Allows managers to listen in, whisper coaching to reps, or barge into live calls for training.
• Callback Feature: In a triple-line dialer, if a second lead answers, it plays a "callback" message and queues them for the next available rep.

System Enhancements

• Text Templates: Create reusable text snippets in Marketing > Snippets to save time. Use the Acquisitions Cloud Name custom value to ensure texts appear to come from the team's public name (e.g., "Alex"), not a specific user.
• Multi-State Filtering: Use the "or" filter logic to view leads from multiple states (e.g., State is FL OR State is MI).
• Address Auto-Populate: A geo-search feature will be added to the lead entry form to improve data accuracy.
• One-Line Address: A single "Full Address" field will be created to simplify copying addresses for external tools like PropStream.

Next Steps

• GenieREI Support:
  • Push the full system update tonight to fix the Negotiating status bug and introduce new calendars.
  • Create a workflow to add leads missed during the paused drip campaigns.
  • Add a geo-search feature to the lead entry form.
  • Create a "Full Address" field for easy copying.
• Tim:
  • Report any further issues with the Wave Dialer's disposition screen.
• All Users:
  • Review the new calendar options after the update is live.

Action Items

• Set up support system; implement ticket system - WATCH (5 secs)
• Investigate wrong Zoom link; ensure correct recurring link in Slack/email - WATCH (5 secs)
• Fix Appointment Booked KPI/pipeline; verify green statuses add 2 KPI/pipeline rows - WATCH (5 secs)
• Investigate contract title pre-fill w/ custom fields; test address/name - WATCH (5 secs)
• Push calendar/follow-up updates; verify Negotiating stops drips; fix Attack List removal; send full push - WATCH (5 secs)
• Record and add Snippets how-to video to GenieREI tutorials - WATCH (5 secs)
• Build workflow to add stale leads to drip (no appt/UC) - WATCH (5 secs)
• Implement single-line full address field for easy copy/paste - WATCH (5 secs)