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⚡ Quick Start Guide

Your First 7 Days at CapSeriesX

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DAY 1 - Orientation

Welcome & Setup

Today is about getting your bearings. Read, watch, and set up your tools. Don't try to memorize everything - just familiarize yourself with what's available.

Read the Complete Sales Training Guide Spend 2-3 hours going through all 7 stages. Take notes on what confuses you.
Browse the Template Library Familiarize yourself with available templates. Bookmark your favorites.
Watch All 4 First Meeting Presentations Click through each deck to see how they work. Note the flow and key messages.
Set Up LinkedIn Profile Professional photo, clear headline, optimized for sales. This is your #1 tool.
Study Partnership Tiers Know BRONZE, SILVER, GOLD, PLATINUM, STANDALONE inside and out. You'll be asked about these daily.
Sales Training Guide Template Library Partnership Tiers Guide

💡 Day 1 Pro Tips

  • Don't try to memorize - just get familiar with where things are
  • Ask questions! Write them down and ask your manager
  • LinkedIn profile matters more than you think - spend time on it
DAY 2-3 - Practice

Scripts & Role-Play

Now that you know what's available, it's time to practice. Read scripts out loud. Practice first meetings. Get comfortable with the words.

Read Qualification Call Script Out Loud Practice the opening, questions, and close. Record yourself if possible.
Practice First Meeting Presentation Pick one audience (Agent/Syndicator/Tech/Builder) and present to a friend or mirror.
Write Your Own LinkedIn Message Use templates as inspiration, but make it sound like YOU. Practice personalization.
Role-Play Objection Handling Practice responses to: "Too expensive", "No time", "Need to think about it"
Study ROI Calculator Learn how to use it for each audience. This is your closing tool.
Qualification Scripts Objection Handling ROI Calculator

💡 Practice Tips

  • Speaking out loud is 10x more effective than reading silently
  • Record yourself on your phone - you'll catch things you miss
  • It will feel awkward at first. That's normal. Keep practicing.
DAY 4-5 - First Leads

Build Your Lead List

Time to get real prospects into your pipeline. Start with the easiest source: LinkedIn. Your goal: 50 leads by end of Day 5.

Search LinkedIn for 50 Real Estate Agents Use Sales Navigator or regular LinkedIn. Save profiles to spreadsheet with: Name, LinkedIn URL, City, Brokerage
Find Email Addresses for 20 Leads Use Hunter.io or Apollo.io to find email addresses. Start with highest-quality prospects.
Set Up Your CRM/Tracking Sheet Google Sheets or HubSpot. Columns: Name, Contact Info, Source, Status, Last Contact, Next Step
Research Your Top 10 Prospects Read their LinkedIn profiles, recent posts, company info. Find personalization hooks.
Join Relevant LinkedIn Groups Search for "Real Estate Professionals", "Multifamily Investing", etc. Join 5-10 groups.
Lead Generation Guide Where to Find Leads

💡 Lead Gen Tips

  • Quality > Quantity. Better to have 20 great leads than 100 mediocre ones.
  • Look for agents with 500+ connections - they're active and established
  • Save profiles to spreadsheet BEFORE connecting - you might forget why you saved them
DAY 6-7 - First Outreach

Launch Your First Campaign

You've learned the process, practiced the scripts, and built your list. Time to make contact. Your goal: 30 connection requests sent, 10 emails sent.

Send 30 LinkedIn Connection Requests Use templates but PERSONALIZE. Mention their city, brokerage, or recent post.
Send 10 Cold Emails Use email templates for prospects where you have addresses. Different subject lines for A/B testing.
Track All Outreach in CRM Log every connection request and email sent. Mark status as "Outreach - Day 0"
Respond to Any Replies Within 5 Minutes Speed matters! Set up notifications on LinkedIn and email. Reply fast = higher conversion.
Submit Your First Weekly Activity Report Log: Leads added, Outreach sent, Responses received, Challenges faced. Build the habit NOW.
LinkedIn Connection Templates Cold Email Templates Submit Weekly Report

💡 First Outreach Tips

  • Don't overthink it - just send! Your first 100 messages won't be perfect, and that's okay
  • LinkedIn has a weekly limit of ~100 connection requests - pace yourself
  • Best times to send: Tuesday-Thursday, 8-10am or 6-8pm (their local time)
  • Expect 5-15% response rate. That's NORMAL. Don't get discouraged.
WEEK 2 - Scale Up

What's Next

If you've completed all the above, you're ready to scale up. Week 2 focus: 50 new leads/week, 10 qualification calls, 3-5 first meetings.

Daily Routine Established Morning: Add 10 leads. Midday: Send outreach. Afternoon: Follow-ups. Evening: Report.
First Qualification Call Scheduled By end of Week 2, you should have at least 1 qualification call on calendar.
Following Up on Day 0 Outreach People you contacted Day 6-7 need Day 2 follow-up now. Use follow-up templates.
Testing Different Approaches Try different subject lines, LinkedIn messages, call scripts. Track what works best.

💡 Remember

  • This is a numbers game. More activity = more results. Always.
  • Your first week will be slow. Week 2 picks up. Week 3-4 you'll hit your stride.
  • Most people quit too early. Commit to 30 days minimum before judging results.
  • Ask for help when stuck. Your manager wants you to succeed!
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