📅 You are at Day 0: Each call ~5-10 min. Target 20+ dials/session. 60-second rule: text the written offer within 60 sec of hanging up. Verbal yes typically lands Day 3-14 after this call. Pipeline timeline →
① TL;DR
Working through your daily call list. Goal: 10 voicemails + 2-3 live conversations per 60-min block. Voicemail is the pitch — not a callback request.
② When to use
- After the morning triage; ideal time: 10am-noon local time of target market
- Tier A deals: 9am-5pm local for the agent's brokerage
- Don't call after 5pm — agents are with clients
③ How to run this play (step-by-step)
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MEMORIZE TWO NUMBERS — Bank gap + Creative CF
Richard's exact sequence (Seller Finance course, ~12:00 & ~25:00): underwrite before calling. The dashboard does this for you — every card surfaces both numbers:
- 🏦 Bank gap −$X/mo: what the seller LOSES at a conventional offer. This is your pitch hook (why standard cash-with-loan won't close).
- ✅ Creative CF +$Y/mo + offer structure: what the deal looks like AFTER restructuring under SF/MT terms. This is your landing zone — what you actually want to walk away with.
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Confirm the comps in 30 seconds
Tap the 'Zillow ↗ (agent here)' link — the property page shows Zillow's Rent Zestimate (sanity-check vs BBC's rent assumption) AND a Comparable Sales section auto-curated by Zillow. Then tap 'Sold comps ↗' for a city-wide recently-sold view: is the asking price out of step with recent sales? If yes, you have a second leverage point: 'three houses just sold at $X within half a mile — your price implies you wait 6 more months.'
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Set up: phone, Notes app, dashboard
Open the matching tier playbook in dashboard. Have Notes app ready for callbacks and follow-up notes.
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Dial the first deal
Use OpenPhone or Google Voice if you have a US line. Otherwise, mark calls as 'unknown number' — agents callback rate ~10-20% from voicemail.
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If voicemail — leave the FULL voicemail script
Don't shorten. The voicemail IS the pitch. Capital gains frame for Tier A, 'I negotiate backwards' frame for Tier B.
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If they answer — use the live call script
Open the matching tier playbook → Live Call section. Walk through DSCR math for Tier A. Confirm condition + motivation for B/C.
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End every call with a hook
Live: 'Can you present that to your seller this week?'
Voicemail: 'I'll also shoot you a text.' (then send a 1-line text with your callback number). -
Track every call in a single doc
After each call, note: address, agent name, voicemail or live, response, follow-up date. Use Airtable Known Buyers table once set up.
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Follow-up cadence
No callback after 48h → second dial. No response after 5 days → text. No response after 10 days → mark as 'cold' and move to watchlist.