📅 Typical timelines per strategy: Cash/FF 14-21d · MT homeowner 21-35d · SF Tier A/B 30-50d · Hybrid 45-60d. See day-by-day pipeline timeline →
① TL;DR
The daily briefing is INBOX. BBC Inventory is PIPELINE. Airtable Watchlist is COLD-WATCH. Each deal has one canonical home at each stage.
② When to use
- Before working any deal — understand where to track its state
- Confused about whether to use BBC, Airtable, or somewhere else
③ How to run this play (step-by-step)
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Stage 0 — Briefing INBOX (8am each weekday)
Daily briefing on the dashboard. Ephemeral — refreshed each morning. Don't track state here; this is just what's NEW today. Action: scan and decide which deals to act on.Today's briefing
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Stage 1 — First call → BBC Inventory
The moment you dial an agent (even a voicemail), move that deal into BBC Inventory at Stage 1 (Prospecting). Use BBC's notes field to log: date called, voicemail or live, agent name, agent phone. This is the canonical pipeline.BBC Inventory ↗
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Stage 2 — Offer sent → BBC Inventory advance
Once you submit a written offer through BBC, advance the card from Prospecting → Offer Sent. BBC tracks the contract state from here.
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Stage 3 — Under contract → BBC Inventory + start dispo
Contract executed. Move to Under Contract stage. Trigger one-pager generation and submit to dispo channels (see Verbal Yes → Dispo SOP).
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Stage 4 — Closed / assigned
Final stage. Log final assignment fee. Add buyer to Airtable Known Buyers if they're a new contact worth keeping for future deals.
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REJECTED deals → Airtable Rejected Watchlist (passive)
Deals from the briefing that didn't qualify (CF<$200 or wrong tier) auto-push to Airtable Watchlist. Deal Monitor checks them every 48h for price drops. Action: nothing — it's automated.Airtable Watchlist ↗
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DEAD deals (after 90 days no movement) → archive
BBC Inventory cards that stale at Prospecting for 90+ days with no agent response → archive in BBC. Don't keep dead leads cluttering the active view.
⑧ Counter-offer rules
DO NOT track active pipeline in Airtable. Airtable is for (a) Known Buyers (your network) and (b) Rejected Watchlist (price-drop monitoring). NOT pipeline.
DO NOT track briefing-only deals — the briefing refreshes every morning. If a deal matters, move it to BBC Inventory immediately.
DO use BBC Inventory notes liberally — agent names, call dates, response patterns all live there.
If a Watchlist deal goes 'Newly Qualified' (Deal Monitor flags it), move it to BBC Inventory Stage 1 manually.