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Outreach Suite

Weekly KPI Tracker
Agent OutreachMLS ScoutingFSBODirect MailDriving for DollarsProbate / InheritanceNetworking / REIARest / Admin
7:00–7:30 AMRest / Admin
Morning Routine + Urgent Replies Only

Hot leads and counter-offers only. Defer cold/warm follow-ups to next week's batch.

Why: Protect Thursday from becoming another outreach day or you'll never build infrastructure.

7:30–9:30 AMRest / Admin
Pipeline Audit + CRM Cleanup

Review warm/hot buckets — update statuses. Move cold to re-engagement. Confirm opt-outs. Check active deals for bottlenecks. Archive dead deals with notes.

Why: A clean CRM is a productive CRM. Dirty pipelines waste 30% of follow-up energy.

9:30–11:00 AMAgent Outreach
Next Week Campaign Prep

Pull 150–200 fresh agents (OC/LA/IE/SD), de-dup. Pull 300–500 mailer list (absentee, 20%+ equity, 5+ yrs, vacant). Schedule mailer Fri/Sat. Load BatchLeads drip for Monday 9 AM.

Why: Monday is one-click only if Thursday built the foundation.

11:00 AM–12:00 PMAgent Outreach
Scripts & Templates Review

Are response rates dropping? A/B test 2 SMS openers — split Monday's list 50/50. Polish offer letter language.

Why: 5% better response on 100 texts = 5 more convos/wk = 20/mo.

12:00–1:00 PMRest / Admin
Lunch Break (Protected Rest)

Step away.

1:00–2:30 PMRest / Admin
Financial Review + Goal Tracking

Log closed deals/costs. KPIs: contacts, replies, offers, active deals, monthly closes. Compare to monthly goal — adjust volume if behind.

Why: You can't improve what you don't measure.

2:30–4:00 PMRest / Admin
Education + Skill Building

One deep topic this Thursday: advanced MLS filters / objection handling / double-close vs assignment / building buyer list. Sources: Flipping Mastery, Agent Investors, Wholesaling Inc, BiggerPockets.

Why: Knowledge edge = deal edge in OC/LA.

4:00–5:00 PMNetworking / REIA
Investor Community + Referral Outreach

Reach 3–5 wholesalers/investors for co-wholesale: 'Closing in OC/IE — let me know if you need help moving deals.'

Why: Co-wholesale = fastest path to your second deal. Zero marketing cost.

Coach Says

Thursday is the day most wholesalers skip because it doesn't feel productive. The top 10% do their best systems work on Thursday. That's why they're the top 10%.