Buyer Acquisition & Dispositions Strategy | Presentation Cover
OPERATIONS STRATEGY PRESENTATION
OCTOBER 2026
Buyer Acquisition & Dispositions Strategy

Sell Today's Deals.
Build for Tomorrow's Growth.

Starting with the right buyers for today's contracts—and building toward a more connected real estate operation.

The Long-Term Vision
From Acquisition to Dispositions to Closing.
One Connected System.
Presented by
Melgery Celis

Business Systems & Technology Specialist

02 · ORIGINAL PROPOSAL RECAP · SEPTEMBER 2026

Cash Buyer Automation System

Build once. Use continuously. Original $1,800 scope · unchanged

INVESTMENT SUMMARY

What's included in the original offer

ONE-TIME IMPLEMENTATION$1,800
01HighLevel Sub-Account1
02Cash Buyer Landing Page + Form1
03Thank-You / Confirmation Page1
04Cash Buyer Pipeline1
05Property Marketplace / Listing Page1
06Property Inquiry Form1
07Initial Property Listing1
08Buyer Marketing Content4 posts
09Domain & Email SetupIncluded
10Testing & LaunchIncluded
11Basic Handoff & TrainingIncluded
12Post-Launch Support30 days
First-property marketing content1 Facebook feed post inviting buyers to join the list + 3 Facebook group posts promoting available investment opportunities.
HighLevel PlatformMonth 1 included · Month 2 onward: $97/month
Separate scope: Ongoing marketing of additional contracts, recurring buyer outreach, dispositions management, and TC services.
03 · PROPOSED ADD-ON · FACEBOOK PAGE & BUYER POSITIONING

A Dedicated Page for Cash Buyers & Investors

Compare two proposed Facebook page concepts for buyer-facing marketing. Option 1 includes a clickable demo; Option 2 shows the supplied design.

D&B Deals · Both concepts are proposed, not approved
INTERACTIVE FACEBOOK PAGE CONCEPT
Try the page and click the sample posts ↓
04 · HIGHLEVEL CRM & AUTOMATION

From Buyer Interest to Organized Opportunities.

The automation behind the website and marketplace.

♧

Buyer Registration

For investors joining the cash buyers list.

Submit Buyer Form
↓
Find / Create CRM Opportunity
↓
Welcome Email + Team Alert
⌂

Property Inquiry

For buyers interested in a specific contract.

Submit Property Inquiry
↓
Match Selected Listing
↓
Property Details Email + Team Alert
Original $1,800 implementation · Basic buyer registration and configured property inquiry automations
05 · DISPOSITIONS SUPPORT · PROPOSED NEXT STEP

From Buyer Interest to Contracts Sold.

Turning buyer opportunities into active dispositions conversations.

THE IMMEDIATE PRIORITY

Sell current contracts to the right buyers.

Build on the buyer acquisition foundation with targeted outreach, consistent follow-up, and clear handoffs.

01 · SOURCE

Find the Right Buyers

Research and organize buyers whose markets and purchasing criteria fit the available contracts.

02 · PROMOTE

Market the Contracts

Promote available opportunities through Facebook, email, and appropriate outreach channels.

03 · ENGAGE

Engage & Qualify

Handle inquiries, follow up, and confirm genuine buyer interest and readiness.

04 · HAND OFF

Move Toward a Sale

Route serious buyers, offers, and decisions to the designated dispositions lead.

06 · PROPOSED HIGHLEVEL PIPELINE STRUCTURE

One Buyer Database. Separate Deal Opportunities.

Keep buyer qualification organized without losing track of interest in individual contracts.

PIPELINE 01 · BUYER-FOCUSED

Cash Buyer Management

Who is this buyer, what do they buy, and are they qualified?

New / Imported Buyer
Contacted
Buyer Qualified
Active Buyer
Inactive / Not Interested
One buyer profile · Market, criteria, contact details, qualification status
→Property-specific
interest
PIPELINE 02 · DEAL-FOCUSED

Dispositions Opportunities

Which buyer is interested in which contract, and what's next?

New Property Interest
Follow-Up / Screening
Qualified & Interested
Offer Submitted
Negotiation / Approval
Buyer Secured or Lost / Withdrawn
A separate opportunity for each buyer–property conversation
Proposed design · Workflow rules and duplicate handling to be confirmed during implementation
07 · CURRENT STATE VS. FUTURE VISION

From Disconnected Tools to One Connected System.

Today: multiple platforms and manual handoffs. Tomorrow: one coordinated workflow, from lead capture to closing.

CURRENT STATE

Disconnected & Manual

Separate calling, SMS, and personal emails make activity difficult to track.

ReadymodeCold callers · Seller leads
fFacebook AdsSeller leads
↓↓
PodioCold-caller lead records
HighLevelAd leads / CRM activity
MANUAL HANDOFFS & TOOL SWITCHING
↓
DialpadCall qualified leads
GmailAgents’ individual email accounts
RingCentralSeparate SMS
THE BOTTLENECKNo connected follow-up automation · Calls, SMS & emails split across tools · No centralized visibility into acquisition agents’ email follow-ups
→
FUTURE VISION

One Connected Workspace

Shared records, logged conversations, automated follow-ups, clear handoffs.

Cold CallingFacebook AdsOther Sources
↓
CENTRAL WORKSPACE

HighLevel

Lead Capture · CRM · Calls · SMS · Email

Follow-Up Automations · Pipelines · Reporting

↓
AcquisitionsSeller leads & contracts
→
DispositionsBuyers & offers
→
TCContract coordination
→
ClosingCompleted deals
✓ Shared communication history✓ Follow-up accountability✓ Pipeline visibility
The goal is consolidation over time — integrations, calling setup, migration, and automation requirements would be validated before implementation.
08 · LONG-TERM OPERATIONS VISION

One Connected Journey. From Lead to Closing.

Bring the existing acquisition process, buyer operations, and transaction tracking into a clearer system.

01 · ACQUISITIONS

Find & Contract Properties

Seller leads, qualification, negotiations, and executed contracts.

Today: Podio + existing HighLevel processes
→
02 · DISPOSITIONS

Match Buyers to Deals

Buyer outreach, property inquiries, qualification, and offers.

Proposed: connected buyer + deal pipelines
→
03 · CLOSING

Complete the Transaction

Coordinate with title/escrow and complete closing requirements.

Tracked through the TC process
TRANSACTION COORDINATIONStarts when a contract is signed — continues through closing or cancellation
TrackContract dates, due diligence, closing deadlines
CommunicateSeller updates, team coordination, title/escrow
EscalateDecisions, missing items, cancellations, closing issues
THE FUTURE GOALConnected records · Clear ownership · Fewer missed handoffs

Phased vision — not a claim that every system is already integrated or included in the current build.

09 · PROPOSED IMPLEMENTATION ROADMAP

Start With Today's Priorities. Build for Tomorrow.

A practical sequence that puts current contracts first while creating room to scale.

PHASE01
IMMEDIATE PRIORITY

Launch & Activate

Finalize the buyer-facing system, organize existing buyer contacts, and begin marketing current contracts to suitable buyers.

Start here
PHASE02
OPERATING MODEL

Structure & Delegate

Confirm the dispositions workflow, agree on responsibilities, and train designated team members to handle outreach and follow-up.

Align together
PHASE03
LONG-TERM VISION

Connect & Optimize

Improve handoffs between acquisitions, dispositions, and transaction coordination, with clearer tracking from contract to closing.

Build over time
Sequence for discussion · Timing, ownership, and implementation details to be agreed together
10 · DISCUSSION & NEXT STEPS

Let's Align on the Direction.

The goal today is a shared vision and a clear starting point — not to finalize every decision.

01

Buyer-Facing Brand

What name and identity should represent Andrew and Rebecca to buyers?

02

Current Contracts

Which available deals should we prioritize marketing first?

03

Team Responsibilities

How should the work be divided, and who will lead each function?

04

Existing Tools & Buyer Data

What buyer lists, CRM tools, and outreach channels should we start with?

05

First Steps Together

What should we activate now, and what should we design in the next phase?

THE SHARED GOAL

Sell today's contracts. Build a more connected operation for tomorrow.

Align on the vision first. Define the scope and implementation plan afterward.