Follow-up specialist path · free
Free follow-up training for real estate investor teams
The follow-up specialist works the leads that are not ready yet: dated callbacks, old leads brought back, and clean handoffs when a seller turns warm. This free path gets a new follow-up specialist ready before the live calls start: short lessons, a quick sorting game, practice calls with made-up people who react to what you say, and a boss call at the end of each level.
No sign-up for the first level. About 49 minutes for the whole path.
Level 1 of 2 · about 24 minutes
The follow-up list
Seven rounds, about 24 minutes. Most deals come from a seller who said "not yet." Learn to keep every one with a real reason and a real date, without becoming a pest.
Every follow-up needs a reason and a date
- Remind them who you are Hi Earl, it's your name with your team. We talked in March about the house on Birch. You asked me to call after the 15th.
- Use their reason, not yours Last time you said you were waiting on the roofer's quote. Did that come in?
- Ask what changed What has changed since we talked?
- Leave with a date Should I check back the first week of June, or is there a better time?
- Their words in the note. "Wants to wait until her son visits in May," not "warm lead."
Boss call: Stan, The Annoyed Re-call
Level 2 of 2 · about 25 minutes
Bringing old leads back
Seven rounds, about 25 minutes. Old leads are the cheapest leads your team has. Wake them up with a real reason, respect the ones who said no, and hand the ready ones over clean.
Old leads need a new reason
- Read the notes first Last time we talked, your tenant was leaving in April. Did that happen?
- Check the list first Before you dial: is the lead marked stop, and is the house on the market?
- Offer a clean exit Should I close your file, or is it still on your mind?
- Hand it over warm I'll pass everything to Sam so you don't have to start over.
Boss call: Duke, The Spammed Owner
Questions
How do I follow up with motivated seller leads?
Teach them to set a dated callback on every lead that is not ready, and to bring old leads back with a reason to call. The free follow-up path has 2 levels: the follow-up list and bringing old leads back.
How often should I call back a seller who is not ready?
Call back when the seller said to, and set the next date before you hang up. A lead with no next date is a lost lead.
How do I bring old seller leads back?
Call with something new: a change in their situation, a question you never asked, or a check on the timeline they gave. Listen for what changed since the last talk.
Is Ready to Dial free?
Yes. Every level on all 7 job paths is free for a team owner and up to 2 reps. Paid team plans add more reps and more AI practice calls.
Do I need an account to try it?
No. The first level of each path and a 3-minute practice seller call work with no sign-up. A free account saves progress from Level 2 on.
Are the sellers real people?
No. Every seller, buyer, team and number in the practice calls is made up. Nothing in the app calls or texts real people.