⚡️3-DAY ACQUISITION CLOSER ONBOARDING
AT COMPANY 🏢🔑
Your Step-by-Step Guide for Day 1–3 With Company
Resources
Assuming you join a real estate acquisition team with an existing
CRM, dialer, and lead feeds. No need to build your own.
📅 Day 1: ONBOARDING & SHADOWING
Morning (9:00–12:00)
1. Company Systems Introduction
o Get access credentials for:
CRM (e.g., GoHighLevel, Podio, Salesforce)
Dialer platform (e.g., Mojo, CallTools)
Document system (e.g., DocuSign, PandaDoc)
o Review company org chart and team roles: acquisitions,
dispositions, lead managers.
2. Training Module: Acquisition Process
o Complete internal e-learning on sales cycle, from lead
assignment to contract signing.
o Note key workflows: lead assignment rules, follow-up SLAs,
handoff criteria.
3. Glossary Review
o Study the company’s glossary of terms: Motivated Seller, ARV,
SellerNet, Assignment Contract.
Afternoon (13:00–17:00)
4. Shadow Live Calls
o Sit with a senior Acquisition Closer for 20–30 calls (live or
recorded).
o Observe:
Opening script and personalization techniques
Qualifying questions and CRM note-taking
Offer pitch and objection handling
5. CRM Navigation
o Practice searching and updating leads in CRM:
View lead details, call logs, and next-step tasks
Create tasks, change lead stages, and upload property
comps
6. Dialer Practice
o Make 10 practice calls using the dialer sandbox or test list.
o Drop test voicemails using the built-in voicemail drop feature.
7. End-of-Day Debrief
o Meet with mentor to review observations and ask questions.
📅 Day 2: SCRIPT IMMERSION & LIVE OUTREACH
Morning (9:00–12:00)
1. Script Deep Dive
o Memorize the company’s prescribed opening, qualifying, and
pitch scripts.
o Roleplay with a peer or manager: 10 mock calls focusing on tone
and pacing.
2. Objection Handling Workshop
o Review top 5 company objections and approved response
templates.
o Practice labeling, mirroring, and urgency-based replies.
3. Lead Queue Assignment
o Receive your first batch of 50 assigned leads in CRM.
o Review lead details: property type, seller notes, urgency levels.
Afternoon (13:00–17:00)
4. Live Cold Calls
o Make 50 calls to assigned leads via dialer.
o Log call outcomes and update CRM fields (Connected, VM left,
Not interested).
5. Warm Follow-Up
o Follow up on any leads marked “Interested” with personalized
emails or SMS through CRM templates.
o Schedule appointments in company calendar tool (e.g., Calendly
integration).
6. Quick Analytics Check
o Review your call stats in CRM dashboard: connect rate, callback
requests.
o Discuss metrics with team lead and adjust approach if needed.
7. End-of-Day Review
o Update your task board: note top 10 hot leads for next day.
📅 Day 3: OFFER PRESENTATION & HANDOFF
Morning (9:00–12:00)
1. Property Analysis Tools
o Use company’s comps tool (e.g., integrated Zillow API or
Propstream module) to calculate ARV.
o Open repair estimate tool (internally provided spreadsheet or
software) for rehab costing.
2. SellerNet Calculation
o Enter ARV and repair estimates into the company offer
calculator.
o Generate net offer amount and fee proposal.
3. Offer Document Preparation
o Draft assignment agreement using company DocuSign template.
o Attach comps, net sheet, and process overview.
Afternoon (13:00–17:00)
4. Offer Presentation Calls
o Call 5 qualified leads to present offers:
Use the company-approved pitch structure: Frame,
Numbers, Benefits, Urgency.
Log verbal agreements as “Pending Signature” in CRM.
5. Digital Handoff & Follow-Up
o Send agreement links via DocuSign and monitor e-sign statuses.
o Schedule reminder SMS/email through CRM drip to non-signers:
“Your offer expires in 24 hrs.”
6. Team Sync & Next Steps
o Share status in team Slack or CRM channel: signed contracts,
pending, lost.
o Confirm next-day lead assignments and any support needed
(e.g., property visits).
7. End-of-Day Reflection
o Review your 3-day performance metrics with manager: calls
made, offers sent, contracts signed.
o Set personal goals for week 2 based on feedback.
You’ve completed your 3-day company-focused bootcamp! - You know
how to use all internal tools.
- You’ve made real calls, sent real offers, and moved deals.
- You’re ready for full production mode—go close those acquisitions! 🚀
