These episodes are recorded as a live Question and Answer Mastermind with participation from agents and investors across the country. Thanks for tuning in, and don’t forget to subscribe for future episodes!
Today’s All The Leads Mastermind podcast begins with inviting investor and realtor Travis Wade to discuss his success strategies, particularly emphasizing his effective follow-up system. Travis utilizes an AI assistant named Joseph (created through Simpletalk AI) for lead management, which allows him to efficiently connect with potential clients and handle large volumes of communications. The conversation highlights the importance of having around the clock availability along with consistent follow-up in real estate, particularly in niches like probate where establishing relationships over a longer period of time can lead to successful transactions. Listeners are encouraged to refresh older leads as many may still be viable options, and a new refresh program is introduced to help retrieve updated information on previous leads to help uncover those potential overlooked opportunities. The session concludes with participants discussing best practices for approaching older leads and leveraging the relationships made while navigating the complexities of probate processes.
00:00 Welcome and Setup
00:44 Meet Travis and Joseph
02:36 Joseph AI Follow Up
03:27 Why Travis Needed AI
04:58 Handling Objections and Transfers
06:29 KPIs and Call Insights
08:36 Team and Deal Mix
10:35 Wholesaling to Bigger Plays
12:36 Programming and Integrations
15:35 Follow Up Wins Deals
18:23 Probate Timelines
20:43 Be the Resource Expert
25:06 Midnight Title Hustle
26:16 Travis Wrap Up Wins
27:46 Property Plus Pitch
30:54 Nationwide Property Search
33:41 Refresh Old Leads
41:24 Scripts Trusts Closing
Key Takeaways
- Build a prospecting system you can repeat consistently rather than constantly changing strategies.
- Long-term follow-up is one of the biggest drivers of results with Probate leads.
- Some prospects may require months or even years of nurturing before an opportunity develops.
- Use technology and AI to support your process without mistaking the technology for the process itself.
- Knowing your prospects and maintaining genuine relationships makes later conversations considerably warmer.
- Continue working older leads instead of assuming the opportunity has disappeared.