Course Overview:

Action Plan

This is the step by step process you will follow to not only get started but to see results quickly with your business.

It will guide you through the rest of the portal and show you which videos and trainings to work on at which times.

Getting Started:

Do not look at this as a training course where you consume all of the information. Its designed to be implemented as you go. For example, start with step 1 and complete before moving to step #2

You will want to follow along with the video and build it as you watch. By the time you are done with each video you will have completed that task.

This is all about implementation and progress NOT consuming more education.

* You will not benefit from watching the entire training first.

Onboarding With Brian

Click here if you added the optional one on one onboarding with Brian ( skip if you didnt)

**This is only applicable for those that upgraded their mentoring to include the one on one onboarding. If you didnt and want to reach out and let me know. If not then skip over the parts about sending me the onboarding details and just follow the steps in your own set up.

The onboarding is designed so we can build and launch your wholesaling business as quickly as possible.

It includes:

Picking Your Market
Building Your Buyers List
Building Your Motivated Sellers Lists
Launching Your First Marketing Campaigns.

Step #1 ( Do This First)

Set up your Propstream account

Set up a free Propstream.com account (free for 7 days and $97 each month after) you will use this to pull your buyer and seller lists and also for comping properties.

You absolutely need Propstream they are the only company that will have access to the data we need.

If you already have a Propstream account you will skip this step.

If you already have another source for pulling lists, Id suggest Propstream since all of the videos are made for that and I don’t know of any other data provider that will have all the data we need besides Propstream.

Step #2 – Set Up Your Smarter Contact Account

This may take a while to get approved. Please do this day 1 of your mentoring. We use smarter contact for texting. If you already have gone through the process of registering your 10DLC with another TCPA compliant texting platform then you can skip this part and keep your texting account.

If you haven’t not done this or do not know what I am talking about please follow the steps below.

*A note about texting platforms – So when it comes to texting, we cannot use most services out there because they are not compliant. You will need to use a TCPA compliant service like smarter contact.

If not you may be in some potential legal trouble.

Texting is very regulated, and there are many hoops we have to jump through but once its set up its usually pretty easy. And I will walk you through below each step, step by step.

The main set up will be what is called 10DLC and this is required by Twilio who will be sending your text messages through smarter contact. Think of smarter contact as like the interface you will use to communicate but twilio is behind the scenes working with the carriers to get your messages delivered.

10DLC stands for 10 Digit Long Code and is basically a code assigned to each person who will be sending out text messages.

Why is it important. Its basically set up to protect you and the people receiving the messages. They want to know that you are a real person and company and not a bot sending mass text messages.

We suggest smarter contact over other services simply because of their support. They handle much of the set up for you. Their support has been stellar.

Click here to set up your account with smarter contact

**Smarter contact bills by the quarter or year instead of monthly. You can get a monthly plan if you let them know you are a student of mine.

Which account to set up?

You have 2 options.

The Basic Plan – this uses a 800 phone number. This allows you to get started quicker but when texting from a 800 number you will get less replies. I highly suggest the next option for long term use but the basic plan is the quickest way to get started but your results won’t be as good.

The Starter Plan

Setting Up The “Starter Plan” this is an overall better plan which allows you to use local phone numbers.

There are a few requirements with the starter plan. This can take a few days to a few weeks to get approved and started. The following items will be what you need to get set up to be approved. Follow these steps will make it easy to get going but may take a little bit to be approved.

These are required by all texting providers and handed down by the carriers. Not the texting companies.

You cannot get around these requirements and they are actually good for you.

By following these, you will get the best delivery and the best results.

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STOP RIGHT HERE:

The next steps will be required to be able to get approved for 10dlc and start texting. However, it can take a few days or up to a week to be approved.

If you do not have the following items already:

LLC
Website
Business email address

We can split your onboarding up into 2 parts.

We can build out your buyers and sellers lists and at the same time you can follow the steps for the 10DLC approval and by the time we are done you should be approved and ready to send out your marketing.

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What needs to be set up before you can start texting

There are a few things that must be done BEFORE you are able to start texting. These all need to be completed and set up before you can register your 10DLC because you will use this information on the registration.

I know it may seem like a lot of hoops to jump through but texting is a regulated industry, its also the cheapest marketing method that gets the most replies so we need to use it.

They require you to do the following things before you register. If you already have these you can skip the step ( as long as its all set up properly)

Do not worry though I have detailed instructions on exactly how to go through each process step by step.

Setting Up An LLC
Getting A Website
Getting A Business Email

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Setting Up An LLC – Click here to see the steps

Setting Up A Website – Click here to see the steps

Setting Up Business Email Address: – Click here to see the steps

Now its time to go through the 10DLC Set Up And Registration – Click here to see the steps

*if you have any problems you can live chat with smarter contact on their website.

Once your 10DLC has been approved its time to get your phone numbers.

You will have to get a phone number/s. They are usually just a few dollars a month.

The amount you need will vary based on the amount of texts you will send out.

Id start with 3-5 or you can ask smarter contact support to give you a closer idea of how many you need.

The reason for multiple phone numbers is so that when you send out text campaigns you can rotate the phone numbers you send text messages from so there are less likely to see the same phone number and text messages used.

**Final texting and smarter contact set up will be found here under the texting section of the portal.

You do not need to go here yet or go through this section until your 10DLC is approved and your able to start texting. Click here

Next Steps:

Module #1 – Picking Your Market, Building Your Buyers List, and Buyer Research

These are covered in the week 1 course module.

Click here only if you need to pick a new market and are doign virtual wholesaling. If not skip this

Ready to build your buyers list? Click here

The next step is building your buyer avatar. This is done after you build your buyers list. Click here to follow this section.

Module 1 Action Items:

Set up propstream and texting account with smarter contact
Set up your Carrot website (only do this if your budget is more than $500 per month, if its $500 or less hold off on your website until you get your first deal) Click here to check out Carrot
Pick your market (if needed – skip if not)
Build your cash buyers list
Build your cash buyer avatar
move on to next week if you complete early

Module 2 Action Plan

This week is all about marketing. Check out the week 2 course in the portal and start with video 1. I suggest watching each video in this section to get you a good foundational knowledge of marketing for your wholesaling business.

Then once you have done that its time to start building and implementing.

To do that follow the links below to implement each step.

Module 2 Action Items:

Determining Your Marketing Budget
Setting Your Marketing Goals
Pull your marketing lists
Start texting – click here to set up your account or start the training here
Implementing the 7 Step Seller Acquisition System

Module 3 Action Plan

Module 3 is all about practice, practice and more practice.

We want to practice evaluating properties so we

Dont have any leads yet? Start your marketing campaigns or for more practice you can open up zillow and call for sale by owners. They wont be good leads or motivated sellers but will be something you can practice with.

Click here to learn about evaluating properties

Click here to learn about formulating offers