- →Respond to all inbound leads within 30 minutes or less during response hours (8am–8pm, 7 days/week)
- →For evening/weekend inquiries: acknowledge, warm the conversation, schedule a proper discovery call
- →Log every touchpoint in LeadSimple the same day it occurs
- →Conduct discovery calls following the Westrom Sales Framework
- →Listen first, qualify second, pitch third
- →Identify owner type and adapt accordingly
- →Cover: owner pain, property details, timeline, goals, and philosophical fit
- →Screen for red flags honestly — we don't chase every door
- →Schedule and prepare for onsite or Zoom consultations
- →Run a rental market analysis prior to each consultation
- →Walk the property, present rent range, walk through Westrom's process, and ask for the business
- →Send all post-call follow-up materials same day or within 24 hours
- →Maintain accurate, up-to-date records in LeadSimple
- →Categorize every lead: Working (0–30 days) or Slow Burn (30 days–12 months)
- →Execute follow-up cadence without being told — this role requires self-direction
- →Never let a warm lead go cold because of inaction
- →Upon agreement signing, complete the job form and execute a clean handoff to operations
- →Set expectations with the new owner about the transition from BDM to the property management team
Builds rapport within 60 seconds. Makes owners feel heard, not processed. Naturally tells stories instead of reciting scripts. Energized by people.
Patient with slow-burn leads. Reliable follow-up cadence. Warm and calming with burned or nervous owners. Stable under objection pressure.
Too aggressive. Will push too hard, close too fast, and lose the burned owners who need patience.
Too analytical. Over-explains, moves slowly, struggles to adapt tone on the fly.
Genuinely motivated by helping people. Gets energy from relationships, not just commissions.
Energized by connecting with people, being part of a team, contributing to something bigger.
Enjoys learning the industry, asking good questions, understanding the why behind the process.
Will feel the $2,500/month ceiling quickly. May rush closes or lose patience with slow-burn leads.
Wants rigid rules and defined procedures. The uneven lead flow and consultative calls will feel uncomfortable.