• CRM Implementation Progress: Go High Level CRM integration aims to consolidate leads and automate communications, focusing on tenant, property owner, and contractor management.
• Entity Formation Date: Key milestone is scheduled for Tuesday, the 19th, enabling business naming and LLC registration to launch marketing efforts.
• Drip Campaigns Plan: Outbound campaigns will target contractors and property owners, starting small to gauge response rates of approximately 1%.
• Community Engagement Strategy: Social media content will focus on networking and milestones, avoiding aggressive sales tactics to build brand presence.
• Construction Timeline: New builds expected to start within 4-8 weeks, with completion set for November-December, increasing urgency for lead capturing.
• Operational Roles Defined: Internal staff will gradually take over campaign and CRM management, ensuring smooth transitions and data integrity in workflows.

Notes

CRM Integration and Lead Management

The team is progressing toward fully implementing the Go High Level CRM to consolidate leads and automate communications effectively (00:01).

• Three core CRM use cases defined: managing tenant wait lists, targeting property owners, and engaging home improvement contractors within specific counties (01:32)
  • Tenant wait list leads currently come from Facebook Marketplace, texts, and manual notes; mass import of these contacts into CRM is a priority
  • Property owner lists and contractor license data exist as CSV files; selective import and campaign targeting are planned
  • Plans include automated updates to all leads simultaneously via tailored campaigns
• Pipeline structure and automation readiness: The CRM is set up with tenant and seller pipelines, with flexibility to add stages like interest levels or long-term follow-up (04:42)
  • Automation will begin only after the legal entity (LLC) is established, expected by Tuesday the 19th (05:50)
  • Initial lead volumes are low (~9-10 people from Facebook ads), allowing a gradual ramp-up and hands-on training approach for the team
• Lead import and campaign execution processes: Manual lead forwarding for Facebook Marketplace contacts is being handled weekly; mass import from CSVs will be supported by SOPs (06:26)
  • Cold outbound email campaigns planned with cautious pacing (~25 emails/day) to avoid spam complaints during early outreach to contractors and property owners (10:56)
  • Compliance requires only one cold email before opt-out; automated follow-ups require opt-in, so contractor lists remain separate and dormant until engagement (13:46)
  • Campaign content and call-to-action messaging are being developed and will be reviewed prior to launch
• Operational roles and ownership: Initial campaign setups and CRM support led by the external team, with plans to train internal staff or VAs for ongoing management as volume grows (12:27)

Entity Formation and Brand Establishment

Legal and brand foundation steps are critical prerequisites for full CRM and marketing activation (04:50).

• Entity formation meeting scheduled for Tuesday the 19th, which will enable official business naming, LLC registration, and compliance-related automation setup (05:50)
  • The entity name will be incorporated into all CRM headers, footers, and disclosure content
  • Establishing a Google Business page is planned immediately after entity formation to build local presence (15:00)
• Brand presence and logo usage strategy: The team agreed to avoid announcing the entity or logo separately to appear established from the outset (16:38)
  • The new logo is ready and updated on the website, Instagram, and will be incorporated into CRM email templates and marketing materials (21:14)
  • Social media presence will focus on progress updates and networking activity rather than frequent posting, keeping engagement alive without forcing influencer status
• Meta business management: Transitioning Instagram from personal to business account and creating a Meta Business Portfolio is planned to enable multiple admins and proper Facebook/Instagram ad management once entity is confirmed (19:29)
  • The external team will handle Instagram logo updates and set up business profiles for Flex Unit Pro, with plans to build a Facebook page for the brand soon (21:14, 29:30)

Marketing and Outreach Strategy

The group is developing a measured, multi-channel marketing approach centered around lead nurturing and community engagement (10:56).