Calling 36,000 shop owners without losing one

Owner lists are cleaned and verified before a broker dials. Each call ends with one disposition, and that disposition decides where the contact goes: back to the dialer, into the deal pipeline, to inside sales, or off the list. Interested owners get a questionnaire, and the answers produce a valuation and listing-agreement data.

• Three triggers load the dialer: a calling stage in the outside-sales pipeline, a calling stage in the inside-sales pipeline, or the "unverified" tag coming off after an AI call.
• An "appropriate for calling?" filter drops broker-list contacts, corporate chains, trucking companies and marinas before anyone dials.
• A contact with an assigned caller goes back to that caller. Everyone else gets a 50/50 round-robin split, a follower, a dialer-queue tag and a saved assignment.
• Regional caller numbers give owners a local area code.

• Each call disposition is its own trigger: Interested, Financials Requested, No Answer, Voicemail, Not Interested, Needs Research, Not Available, Corporate Owned, Answered – Not Owner, Do Not Call.
• Interested and Financials Requested remove the unverified tag, write a note, then find or create the opportunity in the right stage and add followers.
• No answer, voicemail, not interested go back to the live list or to a manual caller.
• Do Not Call, corporate owned and not-owner come out of the dialer.

• A Voice AI agent makes short verification calls to unverified contacts before a broker spends time on them.
• The prompt is strict: confirm the business name, never trust the stored contact name, ask who handles property decisions, and only mark Interested after a clear yes.
• In-call actions trigger the disposition workflows and save the agent's outcome to a contact field.
• A knowledge base answers "who are you?" questions. Verified owners land in New Lead From AI Caller.

• A Properties custom object stores each location as its own record, keyed on a unique property address.
• A many-to-many association links properties and contacts: one owner can hold several locations, and one location can have an owner, an operator and a landlord.
• Brokers open one contact and see the whole portfolio, which is what sale-leaseback and multi-site conversations need.

• Separate questionnaires for business sale, business purchase, property sale, property purchase and leasing.
• Clicking the link in the email moves the opportunity to Financials / Info Requested straight away.
• Submitting sends a thank-you email and finds or creates the opportunity in Questionnaire Received.
• Buyer and tenant requirements are saved in their own field folders, so brokers can match buyers to listings.

• When a Business Sale questionnaire comes in, the workflow reads net income and applies the multiple for its tier.
• The result is saved to Estimated Business Valuation, and the lead broker and contact owner are notified.
• Listing-agreement fields (entity, price, inventory, compensation, dates) live in their own folder and a second custom object, so the agreement is drafted from CRM data.

The sales pipeline follows a brokerage deal: research the owner, reach them, get financials, value the business, sign a listing, find a buyer and close. A second, two-stage pipeline holds contacts the AI caller has verified for the inside-sales team.

• The intro email explains the brokerage's niche and links to the questionnaires. It goes out through GHL's outreach email action.
• Warm-up campaigns run on five secondary sending domains, so cold volume never touches the main domain.
• STOP replies set DND on SMS, email and calls automatically, and owners who call back get a text thanking them.

Workflows are grouped by job: AI calling, form-link triggers, maintenance and field mapping, manual calling and dispositions (live callers, inside sales, outside sales), marketing, pipeline automations and website forms. Background jobs like contact-ID sync, voicemail alerts and lead validation sit in their own folder, away from the sales logic.