📚 Sales Template Library

Hi [First Name], I saw you're a top agent with [Brokerage] in [City]. Quick question: Have you ever thought about building recurring revenue from your clients instead of starting from zero every month? I work with agents who transition from commissions to asset management fees - think 2% annually on $5M properties instead of one-time 3% on sales. Sarah (agent in Dallas) went from $180K/year to $340K with this model while working the same hours. Worth a 15-minute call to see if this could work for you? Best, [Your Name] CapSeriesX Partnership Team [Calendar Link]

[First Name], Saw you've syndicated [X] deals. Impressive. But here's what I bet is also true: You're spending $200K-300K/year on overhead (legal, compliance, admin, IR), and 60%+ of your time goes to operations instead of deal sourcing. What if you could: • Cut overhead to $31K/year (88% reduction) • Focus 100% on finding deals • Scale from 3-5 to 15-20 deals/year • Keep 45-55% of economics That's what our PLATINUM partners do. Michael was doing 4 deals/year solo. Now he's at 14 deals with CapSeriesX handling all operations. Want to see if this could work for your business? [Calendar Link] Best, [Your Name] CapSeriesX Partnership Team

[First Name], If you're reading this, you're probably thinking about what happens after tech. The stats are brutal: • 72% of tech workers worry about age discrimination • Callbacks drop 40% after age 40 • Average career ends at 50-52 But here's what most people don't know: Your tech skills (analytical thinking, systems, high income) make you PERFECT for real estate asset management. David was a senior engineer at Google. At 47, he started building his asset management business part-time. Two years later, he's earning $280K/year managing a $15M portfolio - and he still has his tech job as backup. You don't have to quit to build this. Start with 10-15 hours/week while employed. Want to learn how? [Calendar Link] Best, [Your Name] CapSeriesX Partnership Team

Hi [First Name], I saw you're building in [City]. Let me guess: You COULD do 8-10 projects per year, but capital limits you to 2-3. You need to bring 20-30% equity, so your $2M is locked up in just 2 deals. Sound familiar? Here's what changes with tokenization: BEFORE (Traditional): • $2M equity → 2 projects • 30-month cycle per project • One-time profit: $400-600K per deal • Total: $1.2M over 30 months AFTER (Tokenized): • $2M equity → 10 projects • Only 5-10% co-invest required • Recurring fees PLUS exit profit • Total: $1.97M PER project (10-year hold) Builders we work with go from $7.5M to $20M+ over 10 years building the SAME number of projects. The difference? You HOLD what you build instead of selling it. 15-minute call to explain how? [Calendar Link] Best, [Your Name] CapSeriesX Partnership Team

[First Name], I sent you a note earlier this week but haven't heard back - I know you're busy. Let me share a quick story that might resonate: [Insert relevant success story based on their audience type] If you're curious how [he/she] did it, I'm happy to explain on a quick call. No pressure - just want to make sure you have the information. [Calendar Link] Best, [Your Name]

[First Name], I've reached out a couple times and haven't heard back. I'm going to assume this isn't a priority for you right now - and that's totally fine! I'll stop reaching out, but if your situation changes or you want to learn more in the future, you know where to find me. Best of luck with everything. [Your Name] CapSeriesX Partnership Team P.S. - If I caught you at a bad time and you ARE interested, just hit reply and say "still interested" - happy to reconnect.

Hi [First Name], Great talking with you today! Really excited about the possibility of working together. As we discussed, the next step is to complete your application for the [TIER] Partnership. 👉 Application Link: [URL] This usually takes about 15 minutes. Once you submit it, we'll review within 48 hours and schedule your final interview. Quick reminder of what happens after approval: ✓ Partnership agreement signed ✓ Payment processed ✓ Onboarding begins (Day 0-30) ✓ Training & certification (Day 30-60) ✓ First deal sourcing (Day 60-90) Any questions before you apply? Just hit reply. Looking forward to having you on the team! Best, [Your Name] CapSeriesX Partnership Team

[First Name], Thanks for taking the time to meet today. I really enjoyed learning about your situation and goals. I know you mentioned wanting to think this over, which makes total sense - this is a significant decision. Here's a quick recap of what we discussed: • Your current situation: [pain point they mentioned] • How CapSeriesX solves it: [specific solution] • Recommended path: [TIER] Partnership • Investment: [amount] • Expected timeline to first deal: 90 days I'm attaching a few resources that might help as you think through this: 📄 Partnership Comparison Guide 📊 Income Projection Calculator 📹 [Relevant peer] Success Story Video I've also scheduled a follow-up call for us on [Date/Time] - does that still work for you? If any questions come up before then, just hit reply. Best, [Your Name]

[First Name], I appreciate you being upfront about the investment being a concern. Let me put this in perspective: You mentioned you're currently earning [their current income]. Here's the math on ROI: GOLD Partnership: $10,000 investment Average first deal closes: Day 90 Average income from first deal: $15,000-25,000 So you're cash-flow positive on your FIRST deal, which happens in 3 months. After that, every deal is pure profit. Compare that to: • MBA: $100K-200K, 2 years, no guarantee of income • Franchise: $50K-500K, 12-18 months to profitability • Starting any business: Similar investment, way more risk Also, we have options: ✓ BRONZE tier (FREE) - test the model first ✓ Payment plan ($5K now, $5K in 30 days) ✓ Financing options available This isn't a cost - it's an investment that pays back in 90 days. Want to talk through the numbers in more detail? [Calendar Link] Best, [Your Name]

[First Name], I hear this concern a lot - you're busy! Let me break down the ACTUAL time commitment: MONTH 1 (Days 0-30): • 10-15 hours/week • Mostly evenings/weekends • Focus: Complete training modules MONTH 2 (Days 31-60): • 15-20 hours/week • Can be flexible timing • Focus: Pass certifications, start deal sourcing MONTH 3 (Days 61-90): • 15-20 hours/week • Some weekday hours needed (investor calls) • Focus: First deal execution AFTER FIRST DEAL: • 10-15 hours/week ongoing • Scales with portfolio Here's the key: You're busy NOW because your current model requires constant activity. This model gives you leveraged income that compounds. David (tech professional in Seattle) kept his full-time job at Microsoft while building this. He did training at night, sourced deals on weekends. 18 months later, he's earning $280K from asset management while STILL employed. You don't need more time. You need a model that doesn't require trading hours for dollars. Want to talk through how to fit this into your schedule? Best, [Your Name]

[First Name], Absolutely - this is a decision you should make together. I've attached some resources that might help your conversation: 📄 Partnership Overview (one-pager) 📊 Income Projection Calculator 📹 Success Story Video 💰 ROI Breakdown Also happy to schedule a call where your spouse can join and I can answer their questions directly. Would that be helpful? A lot of our most successful partners are couples who build this together. The combination of both of your networks, skills, and time makes it even more powerful. Let me know if you'd like to schedule a joint call - I'm happy to explain everything again with both of you on the line. Best, [Your Name]