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Attendees: Mychele Bisson, William Welch

Main Themes:

• Mychele's Journey in Real Estate: The conversation outlines Mychele's impressive trajectory from single-family rentals to RV park ownership. She emphasizes the financial benefits and her passion for the RV park community.
• Owners Club and Scaling: Mychele details her experience in Pace Morby's Owners Club, highlighting its impact on streamlining her business and scaling her RV park portfolio.
• Creative Deals and Off-Market Opportunities: Mychele discusses leveraging creative financing and off-market deals to acquire parks, with plans to wholesale some and reposition others.
• Community Building and Vetted Buyers: Mychele expresses the need to build a community of vetted buyers through workshops and potentially online platforms like School.
• William's Expertise and Potential Collaboration: William explains his work with GoHighLevel and School, offering his services to support Mychele's community-building and business automation needs.

Key Ideas and Facts:

• Mychele owns multiple RV parks and is closing on her fifth park within a year.
• She utilizes creative financing and off-market deals for acquisitions.
• Mychele is a member of Pace Morby's Owners Club, which has facilitated her growth.
• She plans to create a vetted buyer network for off-market deals.
• William offers his expertise in GoHighLevel and School to assist Mychele.

Notable Quotes:

• Mychele on the benefits of Owners Club: "I knew right away okay, if I'm going to have one-on-one access to PACE and he's already done these things that I want to accomplish, it makes sense for me to join it so that he can give me firsthand knowledge of how to do that."
• Mychele on active income: "And that is really I mean you're supposed to build things that will give you long-term wealth, but you really do need things that are bringing in money now to pay the bills."
• Mychele on her goals with off-market deals: "So, we're going to underwrite them, go through and package them up and make them pretty and then sell them off to vetted buyers."
• Mychele on building a community: "And a lot of these parks that I buy, we develop relationships with the sellers and I don't want to leave them with a bad taste in their mouth for, me buying the park and then selling it to somebody else."

Next Steps:

• Mychele and William to follow up at the end of January to discuss progress and potential collaborations.
• Mychele to explore School and its potential for her vetted buyer community.
• William to send Mychele a link to School for further review.

This briefing document provides a concise overview of the main themes and important points discussed during the call. It highlights Mychele's experience and goals in the RV park industry, her involvement with the Owners Club, and the potential collaboration opportunities with William.

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Optimizing GoHighLevel for PadSplit Underwriting

This document summarizes a 2.5-hour screen recording focused on configuring GoHighLevel, a CRM platform, to streamline the underwriting process for PadSplit, a co-living rental property company.

Key Themes:

• Custom Field & Folder Organization: The recording primarily focuses on meticulously organizing and consolidating custom fields and folders within GoHighLevel to simplify data entry and analysis for both PadSplit and wholesale deals. The goal is to eliminate redundancy and ensure clarity.
• Workflow Automation: The speaker implements workflows to automate tasks, including renaming opportunities based on exit strategy and property address, and pushing opportunity data into a Google Sheets spreadsheet.
• Pipeline Consolidation: The speaker aims to merge separate PadSplit and wholesale pipelines, creating a unified underwriting pipeline that caters to both business models.
• Integration Challenges: The recording highlights challenges encountered while integrating with Google Sheets, specifically in connecting the CRM to the spreadsheet and refreshing data.

Important Ideas & Facts:

• Custom Field Mapping: The speaker diligently maps every custom field in GoHighLevel to the corresponding column in the Google Sheets spreadsheet, emphasizing the importance of consistent naming conventions to avoid errors.
• Spreadsheet as Data Source: The spreadsheet serves as the central repository for all deal information, consolidating data from GoHighLevel and potentially other sources.
• Exit Strategy Differentiation: A key focus is distinguishing between PadSplit and wholesale deals within the system. This is achieved by adding an "Exit Strategy" radio button field in the opportunity details.
• Pipeline Stages: The proposed unified pipeline includes stages like "Property Identified," "Send to Spreadsheet," "PadSplit Review," "Wholesale Review," "Underwrite Review," and "Make Offer Accepted."
• Importance of Thoroughness: The speaker stresses the value of meticulous planning, organization, and execution to avoid problems down the line. This includes double-checking field mapping and thoroughly understanding the client's business processes.

Key Quotes:

• "Doing the same thing over and over again. This is how you do it. If you don’t have a better way, great. If you think you can plan better than me, that’s awesome."
• "It’s time consuming, but you gotta do it… We want productivity. So what we do is we take the time, do it right the first time."
• "Nobody said this was fun, folks… There is no such thing as perfect. Not in GoHighLevel."
• "This is a whole bunch of work. And I definitely am doing double work… But you know, we gotta do things that we don’t like."
• "[This] saves that term. So now we can input information once and then it goes from the CRM to the spreadsheet."

Next Steps:

• Resolve the Google Sheets integration issues highlighted in the recording.
• Finalize the unified underwriting pipeline structure in collaboration with the client.
• Test the implemented workflows and data transfer processes.
• Develop training materials to guide users on the updated GoHighLevel system.

Call to Action:

The speaker invites viewers to join their "Chaos Buster Challenge," an 18-hour one-on-one coaching program focused on optimizing GoHighLevel. They also offer their services to build custom GoHighLevel systems for clients.

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Attendees:

• William Welch (GoHighLevel expert and onboarding guide)
• Corey Kober (New GoHighLevel user)

Main Themes:

• Onboarding to GoHighLevel and its features
• Understanding the pricing and subscription options
• Connecting existing services like Google My Business and Facebook
• Exploring potential use cases for GoHighLevel in Corey's business

Most Important Ideas/Facts:

• GoHighLevel Offers a Wide Range of Features: The platform includes features for CRM, automation, appointment scheduling, payments, email marketing, and more. William highlights specific features relevant to Corey, like the web chat widget, contact management, and automation.
• Pricing and Subscription Explained: William clarifies the pricing structure, including the one-time Chaos Buster Challenge fee of $497 and the monthly subscription of $99. He explains that usage charges for features like texting and calling are generally less than a penny per usage.
• Integration with Existing Services: The importance of connecting existing services like Google My Business and Facebook is emphasized. They successfully connect Corey's Google My Business account but encounter difficulties with the web chat widget integration, requiring further discussion with Corey's website provider.
• Potential Use Cases for Corey's Business: William suggests using GoHighLevel for:
• Sending updates and Facebook posts
• Managing Google My Business
• Potentially streamlining storage unit management in the future
• Automating delinquent customer communications
• Managing sub-two contracts
• Focus on Simplicity and Gradual Implementation: Both William and Corey agree on starting with simple implementations and gradually exploring more complex features as Corey's familiarity with the platform grows.

Key Quotes:

• William: "So, this is what you'll be signing up for today. You can see the one-time payment of 497 bucks. And it also has a high-level monthly subscription, which is $100 a month."
• William: "Lead connector is exactly what it is. It's a software that connects Google to platforms. It connects Facebook to platforms."
• William: "So you'll be able to see on a timeline how you've interacted with this customer, and you'll never lose an email or a text message again."
• Corey: "So, I could actually use this also for sub two contracts, send them the sub two contracts for them to sign and then save it in here. Awesome."
• William: "You should write all those complaints down in a notebook, and we can look at them sometime... because it'll help us too. So we can see if we can actually use this for that. That could be huge."
• William: "I like to really keep things simple at first with GoHighLevel... because it's very difficult to build those big things in the beginning."

Next Steps:

• Corey will explore the CRM training resources within GoHighLevel.
• William and Corey will schedule a follow-up call on Tuesday, January 3rd at 9 AM Corey's time to continue the onboarding process.
• They will address the web chat widget integration issue with Corey's website provider.
• They will discuss and prioritize initial use cases for GoHighLevel in Corey's business.

This briefing doc provides a summary of the key points discussed during Corey's onboarding to GoHighLevel. It highlights the platform's features, pricing, and potential benefits for Corey's business. The document also emphasizes the importance of a gradual implementation approach, starting with simple use cases and progressively exploring more complex features as Corey's understanding of the platform grows.

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Main Themes:

• Overcoming Resistance to Social Media: Cole struggles with posting on social media despite recognizing its value for networking and business growth. William guides him through making a post, highlighting the importance of consistency over perfection.
• Building Systems for Business: Cole juggles multiple opportunities, including wholesaling, development projects, and a connector deal. William emphasizes the need for systems like a CRM and a structured pipeline to manage the growing complexity.
• Legal Considerations in Dealmaking: William cautions Cole about potential legal pitfalls of acting as a connector without proper documentation. He recommends using a JV agreement to clearly define roles and responsibilities.
• The Power of Networking and Mentorship: The call demonstrates the value of mentorship and support within a community. William provides guidance, accountability, and practical advice, helping Cole unlock his potential and move forward with his goals.

Key Ideas/Facts:

• Cole recently closed his first wholesale deal and is working on several development projects, including one to retire his mother.
• He's engaged in a connector deal between a capital provider and a builder seeking financing for a large project.
• Cole expresses interest in William's CRM setup and coaching services, recognizing the need for better organization and systems.
• William emphasizes the importance of starting early, building relationships, and "digging your well before you're thirsty."
• He also highlights the potential for generating passive income through connector deals and leveraging a CRM for efficient deal management.

Important Quotes:

• William: "You need to start documenting this journey and bringing people in to your journey now because relationships take time to build."
• William: "You need to start building those relationships now instead of, 'geez, I need $100,000 tomorrow. Let me go crazy and try to find someone who I don’t know to help me.'"
• William: "There’s a fine line of when do you go with that agreement because if nothing happens ever…also the issue with being a connector is that once you connect someone then what right…"
• William: "When's the best time to plant a tree? 20 years ago. When’s the second best time to plant a tree? Right freaking now."
• Cole: "I'll never forgive myself if I don't ask for the help I need to get it done. I'll just regret it and be like all I had to do was ask for support in the best community in the world and I didn't do that."
• Cole: "I don’t even have [Calendly] set up…it’s just like this stuff…the small hurdles that I haven't even tried to get over at all because…"

Next Steps:

• Cole will explore GoDaddy for purchasing the domain forwardfocusventures.com.
• He will consider William's GoHighLevel CRM and coaching services and potentially budget for them.
• Cole and William have scheduled a follow-up call for Tuesday, December 3rd, at 4:00 PM Eastern Time.
• On this call, they will likely discuss the CRM setup, Cole's goals for his business, and strategies for moving forward with his various projects.

Overall Impression:

This conversation portrays a pivotal moment in Cole's entrepreneurial journey. He is clearly talented and driven but struggles with self-doubt and procrastination. William acts as a valuable mentor, providing both practical advice and encouragement. The call suggests that with continued support and the implementation of structured systems, Cole is poised for significant growth and success

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Erik's Window Tinting San Marcos TX

Main Themes:

• Troubleshooting GoHighLevel (GHL) for real estate agent outreach
• Review of Erik's real estate journey and current challenges
• Discussion of Erik's window tinting business & potential growth strategies
• Networking and potential collaboration between Erik and Bill

Key Facts & Ideas:

Erik:

• Real Estate:Started wholesaling in 2021, completed 2 deals.
• First deal through driving for dollars, JV'd and profited $15k.
• Second deal also JV'd, attempted to wholesale but ended up fix & flipping, losing money due to market shift.
• Currently focusing on agent outreach for cash deals due to financial constraints.
• Utilizing Propwire for free leads but facing issues with phone number format in GHL.
• Window Tinting:Owns "Limitless Film Solutions TX" - [Limitless Film Solutions TX.com](Limitless Film Solutions TX.com)
• Started 2-3 months ago after leaving a dealership job.
• Services include window tinting & PPF installation for dealerships and individuals.
• Utilizing a CRM for lead management and review requests.
• Seeking ways to increase business during the slower winter season.

Bill:

• Real Estate:Active in real estate for 2.5 years, joined Sub2 around the same time.
• Experience wholesaling & connecting buyers and sellers.
• Currently primarily focuses on teaching people how to utilize GHL.
• Has a strong buyer list and open to potential collaborations with Erik.
• Background:Owned a mobile detailing business for 15-20 years.
• Ran an eBay business, comfortable with technology.
• Shared valuable insights and connections from his detailing experience to help Erik grow his window tinting business.

GHL Troubleshooting:

• Erik is having trouble with GHL properly sending SMS messages to agents.
• Issue seems to stem from Propwire only providing one phone number field, without specifying mobile or landline.
• Bill advises Erik on:
• Checking his sender reputation in GHL to avoid being blacklisted.
• Utilizing the number validation trigger to verify numbers and improve deliverability.
• Improving SMS messaging by using conversational language and avoiding spammy wording.

Action Items:

• Erik will implement the GHL number validation trigger.
• Erik will refine his agent outreach SMS messaging.
• Erik will explore networking opportunities within the San Marcos real estate community.
• Erik will explore marketing his window tinting business to performance shops and car enthusiasts.
• Erik and Bill scheduled a follow-up call for January 15th to discuss progress and potentially delve deeper into GHL automation.

Noteworthy Quotes:

• Bill on agent outreach SMS: "I think that style of messaging is going to get increasingly difficult to get a response from... Agents are just totally over it and they're just going to spam mark you as spam all the time."
• Bill on GHL and AI: "People get overwhelmed pretty quick. They're like, 'I want an AI robot.' I'm like, 'No, you don't even know how to have a conversation yet. You do not need an AI robot.'"
• Bill advising Erik: "Double down your backyard. Go have coffee with realtors and have meetups and get people together."
• Bill on detailing: "Detailing is a messy world. Stay in the world of tint. It's clean. You're not cleaning people's dead skin, toenails, and whatever the hell else comes in people's crappy cars."

This briefing doc summarizes the main points discussed in the call and identifies potential areas for collaboration and growth for both Erik and Bill.

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Main Themes:

• Overcoming challenges in cold calling real estate agents.
• Building confidence and refining communication strategies.
• Leveraging social media for lead generation.
• The importance of personalized, empathetic communication.
• Setting achievable goals and holding oneself accountable.

Most Important Ideas/Facts:

1. Shifting From Investor to Curious Buyer: William advises Tobin to ditch the "I'm an investor" introduction when calling agents. Instead, focus on genuine curiosity about the property and seller's motivations. By understanding the agent's perspective and concerns, Tobin can tailor his approach for better results.

"Throw it out the window. Put on your Tobin hat. Be yourself. Be curious. Use the information that's only available to Zillow and let your questions guide them to the answers you're looking for." - William

1. Empathy and Shared Frustration: William emphasizes the power of connecting with agents by acknowledging their frustration with common investor tactics like aggressive sub-2 pitches. This builds rapport and allows for open communication.

"H yeah, I hear people talking like that all the time and it drives me crazy. I'm like, nobody wants to be talked at that. And now you're bonding over this mutual not interest. They can throw in apps and... then they'll tell you everything once you break down that wall." - William

1. Effective Social Media Engagement: William encourages Tobin to be more active on Facebook, specifically by creating concise, engaging posts with a clear call to action. He suggests limiting text, adding a colored background, and including a link in the description.

"If you can add the colored background, you're doing great. If you go over, delete some words. People, this is just boom. And I don't even add pictures. I just do this because this is really easy for people to like it just pops out in their face." - William

1. Setting Achievable Goals and Accountability: William helps Tobin set a goal of 30 Facebook posts before the year's end to boost engagement and lead generation. He emphasizes the importance of consistency and offers support for accountability.

"You want to get a better goal than the number of people in your rolodex. How many times are you going to post between now and the end of the year to get people to book a call with you? Because that's the only thing you can really control." - William

Quotes from Original Source:

• "My seller is not interested." - Common response from agents
• "I'm not interested. I'm just being nice to you." - Agent's blunt feedback
• "You Can't Teach a Kid to Ride a Bicycle at a seminar." - Book recommendation from William
• "Hey, I know your property blah blah. Recently or is having trouble selling maybe or whatever." - Tobin's revised pitch idea
• "A nationwide group of investors." - Phrase William advises against

Overall Impression:

This conversation reveals the challenges and opportunities faced by a newcomer in real estate investing. William's coaching emphasizes building genuine connections, understanding the other party's perspective, and utilizing effective communication strategies for success. He empowers Tobin with actionable advice and tools for improving his cold calling and social media engagement.

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Attendees:

• William Welch: GoHighLevel expert and onboarding consultant
• Corey Kober: New GoHighLevel user and owner of two storage facilities

Main Themes:

1. Introduction to GoHighLevel (GHL) features and functionality: This onboarding session focused on familiarizing Corey with GHL's capabilities, highlighting key features like the dashboard, contact management, conversations, automation, and integrations.
2. Connecting existing business assets: The session walked through connecting Corey's Google My Business accounts and Facebook business pages to GHL for seamless integration.
3. Exploring potential use cases: William discussed various ways Corey could leverage GHL, including sending updates, managing Facebook posts, improving SEO, and streamlining customer communication.
4. Addressing specific challenges: The conversation addressed Corey's unique concerns about managing two storage facilities with different names but the same phone number, and navigating communication with delinquent customers.
5. Planning for future implementation: William encouraged Corey to explore the GHL training resources and suggested tackling more complex integrations in the future, such as managing sub-two contracts and potentially replacing their existing storage management software.

Key Ideas and Facts:

• GHL cost: The session confirmed Corey's enrollment in the Chaos Buster Challenge for a one-time payment of $497, including a $100 monthly subscription for GHL.
• Key features for Corey: Focus was placed on contact management, automated messaging, appointment scheduling, and integrating with existing platforms like Google My Business and Facebook.
• Customizability: William emphasized GHL's flexibility, highlighting the ability to create custom folders, tags, and workflows tailored to Corey's specific needs.
• Importance of Google My Business optimization: William stressed the significance of accurate and consistent NAP (Name, Address, Phone Number) information across directories for improving local SEO and building trust with Google.
• Potential for future growth: The session explored the potential for using GHL to manage sub-two contracts, streamline document management, and even replace their current storage management software.

Important Quotes:

• William: "My goal is not to ‘Hey, we’re only talking 18 times a year.’ I just have to set a limit for some people so they don’t abuse it. I like you. I don't think you’re going to be a person that's like, ‘Hey, Bill, I need you every second of every day.’" - Highlights William's commitment to providing ongoing support.
• Corey: "Hopefully, they're supposed to be kicking out six storage 3.0 in January. So hopefully it fixes all that stuff." - Reveals Corey's hope for improved functionality in their existing storage software.
• William: "You should write all those complaints down in a notebook and we can look at them sometime." - Encourages Corey to document the challenges faced by storage facility owners, paving the way for potential solutions using GHL.
• Corey: "But it would be cool if I could get rid of them and put everything into this. Maybe too complex. Maybe something for way later." - Expresses Corey's ambition to fully integrate GHL into their operations but acknowledges the need for a phased approach.

Next Steps:

• Corey: Explore GHL training resources and familiarize himself with the platform's functionality.
• William: Guide Corey through the A2P registration process and assist with setting up key features like email and phone number integration.
• Jointly: Discuss Corey's progress and identify further customization options and integrations based on his comfort level and business needs.

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Introductions and Backgrounds (0:00 - 0:08)

• Jacob and Bill exchange pleasantries and discuss their current locations and weather.
• Jacob details his recent entry into real estate and his prior experience with a property maintenance and concierge business.
• Bill outlines his involvement with Sub 2, his software development work, and his focus on connecting individuals within the real estate investing community.

II. Jacob's Short Sale Experience and Current Listing (0:08 - 0:20)

• Jacob describes a recent short sale negotiation that fell through due to the seller's unrealistic expectations and discusses the challenges of navigating short sales.
• The conversation shifts to Jacob's current lakefront listing, a challenging property in the off-season with an unmotivated seller.
• Jacob expresses his frustration with low buyer interest and seeks advice on marketing strategies for the property.

III. Targeted Marketing and Leveraging Resources (0:20 - 0:35)

• Bill suggests targeting car enthusiasts in nearby cities as a potential niche market given the property's ample garage space.
• They discuss leveraging existing networks and exploring local communities of affluent individuals.
• Jacob expresses concern about his current real estate team's support and lack of lead generation.
• Bill emphasizes the importance of finding a supportive team that actively contributes to agents' success.

IV. Introduction to Go High Level and Bill's Role as a Connector (0:35 - 0:45)

• Bill presents Go High Level, a CRM system he utilizes for managing conversations, contacts, and calendars, streamlining his operations.
• He explains his role as a connector within Sub 2, facilitating connections between wholesalers and buyers for a fee.
• Jacob inquires about the specifics of Bill's process, including fees and his level of involvement in transactions.

V. Addressing Overwhelm and Focusing on a Niche (0:45 - 0:55)

• Jacob identifies feeling overwhelmed by various potential real estate investing avenues and seeks clarity on selecting a focus area.
• Bill acknowledges the vastness of Sub 2 and the numerous strategies employed by its members, emphasizing that success is possible with a focused approach.
• They discuss direct-to-agent strategies, including targeting expired listings and leveraging existing realtor relationships.
• Bill advocates for door knocking as a powerful, albeit challenging, method for generating leads and building rapport.

VI. Due-On-Sale Clause and Navigating Potential Obstacles (0:55 - 1:00)

• Bill introduces the concept of the due-on-sale clause and its significance in real estate transactions.
• He recommends Caleb Christopher and his company, Creative TC, as valuable resources for education and transaction coordination, particularly for navigating due-on-sale clause concerns.
• Bill highlights the importance of being proactive in addressing potential objections and utilizing specialized services to ensure smooth transactions.

VII. Future Plans, Homework, and Conclusion (1:00 - 1:00:30)

• Jacob outlines his goals for 2025, aiming for one wholesale deal per month and substantial commission income as a realtor.
• Bill challenges Jacob to refine these goals by defining concrete actions and daily tasks to achieve them.
• Bill encourages Jacob to explore smaller cities as potential investment markets due to favorable property values and rental yields.
• Bill requests a review in the Sub 2 group and suggests homework for Jacob: visiting Maninnesota Key Beach in Florida.
• They schedule a follow-up call for December and conclude their conversation.