The Real Estate Investing Strategy Session – How to Book and Convert Investor Consultations into Clients

About The Real Estate Investing Strategy Session – How to Book and Convert Investor Consultations into Clients

How to confidently lead a strategy session, uncover your prospect’s investing goals, and guide them to become loyal, long-term clients.

During this member training, you’ll discover:

  • How to use our Strategy Session email template to book appointments consistently
  • A complete consultation script to uncover investor motivations, risk tolerance, and strategy preferences
  • The conversation framework to confidently discuss returns, timelines, and market uncertainty
  • How to position yourself as a trusted advisor—even if you’ve never worked with investors before
  • Why offering investor services elevates your brand and helps you attract more qualified leads
Whether you’re new to working with investors or looking to refine your process, this training will give you a clear path to start setting consultations and converting those consultations into clients.

Resource Files

File Name File Type Description Click to Download
May 30-Day Action - IRL Community Influencer 30-days to more real estate conversation using the IRL Community Influencer strategy.
Real Estate Investing Strategy Session Format How to hose a Real Estate Investing Strategy Session. Questions to ask, how to prep, and more!
Cash Flow and Cash-on-Cash Calculator A tool to quickly provide apples-to-apples comparison of investing opportunities.

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During this 30-min consultation, we’ll dive into your goals and create a plan for achieving them!
Our 5-Step Real Estate Marketing System (which you get as part of the Marketing Club) is proven to generate more closings, and it works across experience and production levels.
But, the not-so-secret formula for success with this system is to repeat all 5 steps every month. Consistency is key!
We try to make it as easy-as-possible to do that, but we know that not everyone has the time, ability or capability to implement the system each month.
So, if you want some extra help getting the most out of your Paperless Agent marketing, schedule a Zoom Session with one of our Marketing Specialists to discuss the automated Agent Marketing Concierge program.
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You will be taken to Calendly to schedule your 1-on-1 Zoom call.
Your specialist will reach out with any additional questions or requests after you schedule!
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What to do in the meantime? Click below to explore our Training Library, which has recordings of all our past member-exclusive webinars.
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