📅 Group Design Meeting — Pick Your Date!

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We're building out the new custom CRM to allow for better customer support, engagement and speed. It will better allow us to grow with you as your deal flow expands.

💥 THIS WILL ALSO LEAD TO updates with our web app and other tools.

We think that we have one of the very best offerings in the market, and by far the best value. 🏆 That's not a brag ... well, maybe a little ... but it's more a statement about our focus and prioritization.

This community has a single focus ... 👀 to help you do more deals, so you can accomplish the financial and freedom goals you have personally. That might be to make an extra few thousand $ a month on the side, or to make $10k or more monthly to leave a job you don't love, or many other reasons personal to you.

💯 Therefore, we are focused on how to help you succeed at "acquisition." Building relationships with people that bring deals is where the money is.

🗓️ Here's what we've done so far in this first year. Check us and see if we are staying aligned with our focus on supporting your acquisition strength.

White label for transactional lending options (RQF taking care of all ops and capital)
Regular live calls for training and open Q&A time
Downloadable Proof of Funds document
Expansion of white label to include HML and DSCR
Nurturing campaign to warm cold leads and keep you front of mind

👉 We have time 🕑 for one more improvement before finishing our first year as a community!

Justin and Meredith had a recent discussion about how we can ...

... create an easy to use contact management / automated/supported follow-up system to even further improve your ability to build relationships and grow your deal flow. I love this idea 💙

It also opened our minds to holding a meeting with all of you to talk about what improvements, innovations, systems, etc. would help you the most in developing and expanding your deal flow. This can be from technical system changes, to new tools, to holding a live 1-2 day workshop together.

We want your input before we plan / build it.

Two time options being considered:

🗓️ Option A: Saturday the 19th, 10am MT — new one-off meeting, outside our normal schedule

🗓️ Option B: Tuesday the 22nd, 6pm MT — using our existing regular meeting slot for this instead

Vote below 👇 and we'll confirm the final time based on the results.

⚠️ Only pick a time if you're actually planning to attend please.

If you can't attend, or even if you can, brainstorm below in the comments with your ideas. What's worked for you before, what have you seen work in other situations or groups of people you work with? What crazy idea do you have that you're not sure if it would work?

Option A: Saturday the 19th, 10am MT

Option B: Tuesday the 22nd, 6pm MT

I won't be able to make it

19 votes

2:30

4 comments

📅 Group Design Meeting — Pick Your Date!