Score and validate phone numbers via Trestle's phoneintel API, then generate DataSift/REISift-ready CSVs with phone tags for upload. Use whenever someone wants to: validate phones, score activity, check if connected, generate phone tags for DataSift, prepare dial lists, prioritize a call list, identify dead numbers…
Create professional playbooks and SOPs with process maps, visual aids, and structured workflows. Accepts raw transcripts, meeting recordings, or written descriptions as input and transforms them into polished documentation with Mermaid flowcharts, decision trees, and screenshot placeholders. Use when user requests a…
Find real property owned by probate decedents when you only have the case filing (PR number, decedent name, executor details) but no property address. Browses county assessor/CAD sites, deed records, and aggregators to discover every parcel the decedent owned, then outputs a Sift-ready CSV with formatted addresses and…
Design, build, and manage sequential marketing filter presets in DataSift (REI Sift). Use when the user needs help setting up filter presets for first-to-market (Niche) or bulk data, organizing their marketing funnel from skip tracing through SMS, calling, mail, and deep prospecting, or customizing workflows based on…
Sift Market Finder research for real estate wholesaling with comprehensive market analysis. Use when the user requests market analysis, finding best zip codes for marketing, identifying investor activity hotspots, analyzing wholesaling markets, or creating detailed county-level investment reports. Combines Sift…
Complete guide for creating, managing, and ideating Sift sequences (automations). Use when user needs help setting up sequences, understanding sequence triggers/conditions/actions, troubleshooting sequences, designing automation workflows, or understanding how Events, Tasks, Sequences, and Drip Campaigns work together…
Plan, post for, interview, and onboard a remote REI team: data manager, prospector, lead manager, acquisitions manager, dispo. Defines each role's daily, weekly and monthly tasks and its one North Star KPI, picks the hiring geography by cost arbitrage, sets pay bands and commission, writes the job description and the…
Generate a four-text-touch SMS sequence for your hottest DataSift records, personalized per record and varied like cold email so messages never look mass-blasted. Writes the four texts into DataSift custom fields (Text Touch 1-4) via CSV export and re-import, so callers can copy the next touch into their dialer right…
Build a vetted, filterable directory of local service providers (general contractors, subcontractors, trade crews, or any vendors) for a target market by mining a community source (a Facebook group, forum, subreddit, or referral list) and cross-checking every name against public records. Use whenever someone wants to…