Which version of this is for you?
Three roles, three toolkits. Setters qualify and book the strategy call. Closers run that call — scripts, language, what to say next. Managers see the performance data, coaching priorities, and what's working across the team.
Setters
The discovery-call script — qualify hard, book the strat call, and get them there excited.
Closers
The script and the offer cheat sheet — everything you need mid-call.
Managers
Playbook scoring, mistakes, per-closer breakdowns, and closed / won comparison across the team.
Setter tools
The discovery call has one job: qualify, then book the strat call.
Closer tools
Pick what you need right now.
The Script
The synthesized master sales script — 13 blocks, top-to-bottom, closer-says quotes with contextual notes. Branch dropdowns for prospect types. Print-friendly.
The Cheat Sheet
The offer at a glance — Base, Advanced, and what's coming. Pricing, who each tier is for, regions, deliverables.
The Dictionary
Every real-estate term, role, and piece of jargon prospects use — pulled from real strategy calls, defined in plain English. New to real estate? Read this first.
The Avatar
The five prospect types you'll meet on a call — their goals, pains, objections, and the offer that fits each. ID who you're talking to and you know what to say.
Dashboards
Two views of the corpus, depending on what you're trying to see.
Playbook
Each call scored against the master sales playbook. Mistakes ranked by frequency and lift, per-closer breakdowns.
Closed / Won Comparison
Won vs lost across prospect demographics, objections, needs. Where wins come from, where losses cluster.
Setter Process Ingestor
Drop a discovery-call tracking CSV and get show rate, set rate, and strat show rate for the month — instantly.
Ad Creative Report
Every ad creative's full funnel — leads, booked, discovery, strategy, closed, revenue — with cold vs warm comparison. Hyros-style.
Completed
Setter Process Ingestor
Upload your discovery-call tracking CSV. It reads the date column, keeps only the selected month, and computes your setter funnel — show rate, set rate, and strat show rate.
or drag & drop your .csv here
Re-engagement & Pipeline Strategies
Working notes behind the Reactivation Campaigns & Marketing Shift task.
1Re-engage stalled leads (last ~6 mo)
Use a human setter for 1:1 outreach and/or GHL (or AC) for 1:many email/SMS/DM to people who dropped out of the sales process:
- Applied but didn't book a disco call
- Booked disco but no-showed
- Had disco but no-showed the strat
- Had strat but didn't close
Open item: solid strategy, but we need a compelling reason for them to re-engage.
2Email campaign (+ possible outbound DM via ManyChat or manual)
Broadcast emails to book calls. Past performance has been weak, but we should do whatever we can to get calls booked. There's a strong angle Jess touched on in the recent 3-day virtual event that could drive urgent action.
3Temporarily loosen qualification criteria
Gets more calls through but brings in non-A-Tier leads and muddles performance tracking. Mitigation: intentionally tag leads as A-Tier (normal quality) vs B-Tier (less qualified), and tell closers B-Tier are more likely to buy TAA, a live-event ticket, or The Visible Agent. Value: see who can actually sell across lead-quality tiers.
4Referral campaign
Likely needs an incentive — e.g., a free next-virtual-event ticket for both the referring and referred agent, contingent on the referred agent booking a pre-event strategy call.
5New FB group / DM-ad inbound audit
New agents join the FB group daily and start inbound DM conversations via ads. Unclear when anyone last reviewed:
- (i) quality of the conversation process
- (ii) how quickly and how faithfully setters start and continue those convos
6Shift budget: lead gen / nurture → book-a-call campaigns
We can spend more on cold book-a-call campaigns, but I'm still blind on the marketing↔sales data needed to know how deep cold bookings get into the sales process vs. warm bookings (qualification rates, show rates, close rates, etc.).