Prepared exclusively for South Florida Acquisitions Team

Former Wholesaler. Now I Build The Acquisition Systems.

A tailored strategy to solve your most critical challenges and unlock growth.

📅 June 2, 2026 👤 Prepared by Jason 🔒 Confidential
The Challenge

Where You Are Today

We've taken the time to deeply understand your current situation. Here's what we identified.

🌀

The pipeline lives in your head, not the CRM

Deals live across voicemails, phone notes, spreadsheets, and memory. Sellers slip through follow-up. Dispositions get rushed. JV partners can't see what's moving. This is the bottleneck that keeps acquisitions from compounding.

👥

The investor list is a contact list — not a database

You can't segment buyers by ZIP, price band, condition, or exit strategy. You can't match a new contract to the right buyer in 30 seconds. Every disposition becomes manual outreach when it should be a one-click broadcast to a tight buyer pool.

📉

No KPI rhythm, no accountability layer

Without dashboards that surface lead-source ROI, marketing spend per contract, and pipeline velocity, you're flying on feel. Scaling means hiring more people to feel more things — instead of seeing the same truth on one screen.

The Solution

Hire a former wholesaler who builds the systems — not a VA learning your business.

I wholesaled real estate before I built automation systems for a living. I know what your day actually looks like: cold calls, dispo conversations, JV pings, marketing spend tracking, investor list grooming. I'll build the GHL CRM, the investor segmentation, the KPI dashboards, and the content engine — then I'll run them with you. Not a VA. Not a consultant. A systems-driven coordinator who has sat in your seat.

What's Included

Services & Deliverables

Everything you need — built, delivered, and ready to run.

🏗️

Phase 1 — GHL CRM + Acquisition Pipeline

  • Acquisition pipeline (lead → contact → contract → assign → close) with automation triggers
  • Lead-source attribution baked in (PPC, direct mail, RVM, cold call, referrals)
  • Disposition pipeline with JV partner visibility and clean handoffs
  • Automated follow-up cadences for motivated sellers, cold leads, and expireds
👥

Phase 2 — Investor Database + Segmentation

  • Migrate and clean the investor list into a structured GHL database
  • Segment by buy box — price band, ZIP, condition, asset class, exit strategy
  • Engagement tracking — deal sent, opened, offered, closed, ghosted
  • Automated disposition broadcasts targeted by buyer criteria
📊

Phase 3 — Ops, SOPs + KPI Dashboards

  • Weekly KPI dashboard — leads in, contracts signed, profit per close, marketing spend per contract
  • SOPs for every recurring workflow — JV onboarding, dispo process, cold-call logging
  • Weekly accountability rhythm — Monday standup, Friday metrics review
  • Project tracker for partnerships, new lead channels, and growth initiatives
📣

Phase 4 — Content Engine + Lead Magnets

  • Content calendar with long-form-to-shorts repurpose flow (reels, posts, threads)
  • Landing pages for seller leads, buyer leads, and investor signup
  • Lead-magnet automation — deal alerts, market reports, investor newsletters
  • Investor community growth touchpoints baked into the calendar
Project Timeline

How We Get There

A clear, phased approach so you always know what's next.

1
Days 1–30 Month 1

GHL CRM and acquisition pipeline live. Lead-source attribution wired. Follow-up cadences running.

2
Days 31–60 Month 2

Investor database segmented and live. Disposition workflows automated by buyer criteria.

3
Days 61–90 Month 3

KPI dashboard live. SOPs documented. Content engine producing. Weekly rhythm operating.

4
Day 90+ Ongoing

Operate, optimize, scale — new lead channels, partnership tracking, retainer cadence.

System Architecture

How Your System Works

A visual breakdown of your build — from first touch to close.

No Yes Lead Source Hit GHL Auto-Enrichment Motivated? Long-Term Nurture Acquisitions Call Contract Signed Match To Investor Closed + Logged
Ready to move forward

Let's walk through the first 90 days together.

Send me a few times you're free this week. I'll come ready to walk through the 30/60/90 plan, show you the GHL acquisition pipeline I'd build first, and answer any questions about my wholesaling background and the systems I've built since.

📧 jason@axislabsai.com