Job Description
You will be responsible for configuring REI Reply to support my full seller lead journey:
Core Pipeline & Stages
Implement my existing stages (Lead Capture, Initial Contact, Booking, Booked Clarity Call, Clarity Call Completed, Plan Preparation, Plan Sent, Decision Pending, Under Contract, Nurture, Closed, Cold / Unresponsive, Database Reactivation).
Map and apply my existing tag structure correctly.
Key Workflows / Automations
I already have these flows mapped on paper; I need you to implement them in REI Reply:
Initial Contact Engine
5âday mixed call/SMS follow up for new leads until contact or disqualify.
Respect DNC and âone-engine-at-a-timeâ rules.
Missed Call & Inbound SMS Handling
Automatic âsorry we missed youâ SMS for missed calls.
Simple conversational SMS routing to book a Clarity Call without ever quoting numbers or giving legal/tax advice.
Clarity Call Booking & Reminders
Booking engine for 20â30 minute âHome Sale Clarity Call.â
Automated reminders (24h, 3h, 15m) plus basic noâshow recovery.
3âPath Plan Delivery & Plan Review Booking
Tag-based trigger when Plan is marked âSent.â
Soft 3âtouch SMS sequence to book a Plan Review call.
Decision Routing (Paths AâE)
When I apply a decision tag (Cash, Creative, List/Referral, Not Yet, Hold/Wait), update to the correct single stage and exit any engines.
Nurture & Reactivation
Short-cycle nurture for âNot Yetâ sellers.
Long-cycle nurture for âHold/Wait.â
Quarterly 3âtouch database reactivation engine that respects DNC and engine flags.
These should align with the four pillars of lead nurture: availability, speed, personalization, and volume.
Messaging & Compliance
Implement my SMS templates (I will provide drafts); you refine for clarity and natural tone.
Must respect TCPA / optâout rules and my brokerage/creativeâfinance guardrails.
Reporting & QA
Basic dashboard or views to track: new leads, conversations, booked calls, show rate, contracts, and closed deals.
Test each workflow with sample contacts and screenârecord proof of everything working.
Deliverables
Fully configured REI Reply account with:
Pipelines, stages, tags wired correctly
All workflows above live and tested
SMS/email templates loaded
1â2 simple reports / dashboards
A short Loom walkthrough (10â20 minutes) and a basic configuration document (Google Doc).
Ideal Experience
2+ REI Reply or GoHighLevel buildouts for real estate investors / wholesalers (share examples).
Strong understanding of outbound SMS, speedâtoâlead, and appointment showârate optimization.
Comfortable working from detailed SOPs and acceptance criteria, not vague âmake it betterâ direction.
How To Apply
Please start your reply with âREI Reply Buildâ and include:
A short summary of similar systems you have built (links or screenshots).
Your rough fixedâprice estimate for this project.
Your estimated timeline (Iâm targeting completion within 2â4 weeks).
One specific suggestion you have for improving speedâtoâlead or showârates in my type of business.
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