$200K in 6 weeks from 250 prospects on a $500 budget
250 stacked prospects beat months of shotgun lists: 13 contracts and about $200K in six weeks on a $500 monthly budget.
About
Josh Newman wholesales houses in Birmingham, Alabama. He lost his remodeling business in 2016, spent 2018 in trucking, and learned wholesaling in June 2019 with no savings. Six months of grinding later, a data reset turned 250 stacked prospects into 13 contracts and about $200,000 in six weeks.
Operating market
Birmingham, AL
Favorite features
The Challenge
Josh learned what wholesaling was in June 2019 and started with almost nothing. He wrote down addresses while driving for dollars, looked up numbers on free people-search sites, and dialed from his cell phone. He tried Mojo as his first dialer and did not like it. His first paid deal came four weeks in: $13,000 from two contracts, found on the first call through a 15-name cash buyers list.
Then the grind set in. From July to December he closed around $40,000, spread so thin he stayed behind on bills. Five contracts in a row fell through. Some were priced too high, one seller sold behind his back, and one sat in a zip code where the buyers had already left. He was loading every list he could find and calling all of it. "It literally comes down to I can buy groceries or I can pay for my REI budget," he says of those months. The budget was $500. It still is.
What They Built
Breaking liens into their own lists
At the end of 2019 Josh rebuilt his whole data approach. Instead of one blanket liens list from PropStream, he pulled HOA liens, mechanics liens, judgments, and income tax judgments separately, plus failed MLS listings. Jefferson County splits its records across municipalities, so he went town by town for code violation lists most investors never touch. On some of those lists, in his words, "I'm the only one that's going out and getting them."
I would pull HOA liens, mechanics liens, judgments, I'll break everything down so to where my data is really like individualized.
Stacking down to 250 prospects
With everything loaded into DataSift, he cut the bad zip codes and built two campaigns. Two-stack matches in the top three turnover zip codes made one list of 200. Three-stack matches everywhere else made a second list of 50. His question was simple: "How can I get so much great data and lay it all out here so I can just laser focus on stacks only?" Equity and absentee lists stayed in rotation for daily volume, but the stacks got the real attention.
Mastering one channel: cold calling
Josh runs a 400-dial day on a triple-line dialer. Prospecting fills the first half of the morning, lead follow-up the second, and he drives to appointments only when needed.
I never have even tried to do any RVMs, texts, direct mail. I haven't done anything except learn how to master cold calling. Learn how to systematize it. Learn how to do it properly.
Marketing to bigger houses on purpose
Most wholesalers cap their list values low. Josh set his filters at $50,000 to $650,000 because his remodeling background taught him rapport with affluent owners. "I'm going to set a goal. I want to do the biggest wholesale deal ever in Birmingham," he says. The rest was rapport: "It starts with genuinely caring about the people."
Before and After
Before DataSift
- Tens of Thousands Spent on Masterminds That Never Fit
- Got Crushed Wholesaling Cleveland Virtually From New York
- Career-biggest payoff under agreement after a year of deep prospecting
- A 1,300-lead vacant property gold mine in two counties
- One shared database with his agent wife for three years
- Guru models demanded VAs and a big company he never wanted
- His investing and her listing business never connected
- Ten years flipping houses with no shared system
- One Call and One Text Found His Last Buyer
- A Deal About Every Three Weeks, Pushing for Two
- Eight Deals Working in the Middle of the Slowdown
- A $7,000 Mail Campaign Went Out at 56 Percent of Value
- Three to Five Active Listings in Every Subdivision He Underwrites
- Colorado Prices Down 9 to 11 Percent by May
- Callers Hunt Correct Numbers, Closers Take Over
- Returned Mail Tagged And Worked As Its Own Bucket
- 6 Deals In One Month From Year-Old Data
- Eight Months In Before Working The Data Right
- Bulk Dials On Call Tools Produced Nothing
- 100K Records Added, Team Spinning Its Wheels
- Mail, three call attempts, then the rehash pool
- 150 records a month, skip traced twice before dialing
- Full authority probates only, five Southern California counties
- 15 to 20 grand across seven months of last year
- Calling agents and MLS, never direct to seller
- No CRM, just a phone, a computer, and email
- $56K Largest Single Assignment
- A VA Pulls County Probate Data Daily
- $5,300 Total Expenses, About $441 A Month
- $210K In Fees From 7 Deals In A Year
- Every Conversation Started Cold
- No Pipeline, No Aged Database, No Team
- Random Calling On Whatever Records He Found
- Started September 2023 With No Probate Experience
- $95K Spread Closed In 21 Days
- All Four Questions Answered On Every Lead
- 120 Qualified Sellers In The Pipeline
- $1M+ Company With SMS As The Core Channel
- Tracking It All In Podio, Then Another CRM
- Doing What Everybody Else Was Doing
- Downloading Every Record Providers Would Give Him
- Churn And Burn Message Blasts
- One Contract For Every 10 Leads
- 100% Of Deals Sourced Inside The System
- $1M+ In Assignment Fees In 2023
- Almost All Deal Flow From Driving For Dollars
- Bouncing Between Tools Looking For One That Stuck
- Leads Tracked In Excel Sheets, Antiquated And Scattered
- First Flip Finished And Live On Market
- Partner Funding Instead Of 18-22% Hard Money
- Probate Cleared In A Week And A Half
- About One Deal Per 15 To 20 Doors
- Door Knocks The Foreclosure List Top To Bottom
- Severely In Debt, Couldn't Keep Up
- A Couple Of Years To Get In Gear
- Worked Hard For Two Weeks, Then Stopped
- 12 Years In Oil And Gas, Then Nothing Left
- $10K Deal From A Q3 Not Interested Lead
- Follow Up Brought The Seller Down $40,000
- Two First To Market Contracts In One Week
- Dedicated Caller Works The First To Market Flow
- Eviction Records Pulled Straight From Two Counties
- Outbound Marketing Completely Phased Out
- Credit Card Debt From Bad Marketing Advice
- Two Years Of Shiny Object Crash And Burn
- Absurd Data Subscription Costs Draining The Business
- $61,644 Net From A Lien List Rehash
- Tracks Wrong Numbers, Cuts Skip Trace Spend
- Emails The Township For Exact Lien Payoffs
- Rehash Filters: Mobile Numbers, No Response, Liens
- Next Day Follow Up Text Gets The Reply
- Lien Lead Silent Since February 2024
- No Follow Up Text After A Silent First Message
- Unknowingly Recycling The Same Data
- Pulling 10,000 Record Lists The Old Way
- 15 Heirs Signed, $37,500 In One Month
- Skip Trace, Upload To Sift, Call Fast
- Small Problem Lists Over Huge Data Sets
- Targets Deeds Of Trust 12 Years Or Older
- Checks County Foreclosure Postings Every Morning
- Bulk Absentee And Owner Marketing Dried Up
- 150 Mile Days Driving Project To Project
- Six Renovations Running At One Time
- Full Time Rehabbing Since 2015
- Sellers Now Calling In From Her Mail
- One Hot Lead Plus Tons Of Correct Numbers
- Mails Only The 54 Absentee Petitioners First
- Google Form Auto Formats Data For Upload
- Pulls Probate Filings Daily Across Three Counties
- Left A Company, Unsure She Could Pull It Off
- Tedious Copy And Paste List Formatting
- Struggled To Pull Data From Her County
- Years In California Trying To Figure It Out
- 135,000 Records Organized Into Buckets
- A Lead Every 10-15 Calls
- Pre-probate Inherited Niche, 60% Sell Within Two Years
- New Process Closed Its First Deal In 30 Days
- Thursday Deep Research, Offer Accepted By Monday
- PropStream Lists And Bought Probate Data
- Return Mail Dead-ended, Records Sat Dormant For Years
After DataSift
- No Deep Understanding Of His Own Data
- Gave Up Bulk Dialing And Texting Years Ago
- Relying On Inbound Leads And Bought Deals
- A Contract Per 12-13 Qualified Leads
- 10,000-record Niche Lists, Filtered Monthly In Sift
- Focused Down To Indiana And Ohio
- Owns The Operation Now, 50-50 Split
- $300K In Spreads In His First 90 Days
- Almost $600K In Contracts Ghosted Or Backed Out
- Five States At Once, Spread Too Thin
- All The Profit Going To Someone Else
- Running An Agency For 14-16 US Investors
- Homegrown Closer Converts Over 20% Of Offers
- Text Blasts First, Smaller Call Lists After
- Whole Philadelphia Metro Recycled Through Rehash Campaigns
- Sequences And Lists Fully Dialed In
- Over 50 Deals A Year Across Two Companies
- New Construction Plans Stalled By Rates And Costs
- Deep Prospecting Alone, Before Any System
- Two Cheap College Duplexes, Bought With A Partner
- Everything Done By 6pm
- $1,500-1,800 A Month Total Marketing Spend
- 150 Dials A Day, First To Market
- 200 Probates A Month From Weekly Courthouse Runs
- $800K A Year Running Solo
- No Online County Data In His Market
- Long Hours Getting The Business Started
- Years Of Flips And Contractor Headaches
- Tuesday At 2 Hunts Generate His Own Deals
- 4 Deals And $330K Equity In 30 Days
- Sales Leader Owns Leads, Casey Tunes Systems
- 325,000 County Records, Scrubbed Nightly By VAs
- Full Operation: Acquisitions Agents, Sales Leader, VA Data Team
- Team Waiting On Leads To Come In
- Doing Well, But Knew He Could Do More
- Watching Every Lead Himself, Day To Day
- Callers Grinding Through Manual Data
- Two-man Team: Casey Plus One Acquisitions Guy
- Cutting edge 1-1 sales and marketing integration
- Improved accuracy when making offers and estimating rehab costs
- Leak proof communication between clients, buyers and contractors
- Thorough marketing and acquisitions from anywhere in the world
- Real estate companies that want documented communications with contractors, clients and buyers
- Wholesalers who want to enter into new markets
- Investors looking to have leak proof marketing and acquisitions
- Anyone looking to wholesale virtually
- A significant boost in confidence to create a great life for you and your family.
- Tips and tools to maintain a steady flow of income, regardless of external circumstances.
- Knowledge of how to succeed in any market condition.
- An understanding of how to achieve long-term success with solid marketing processes.
- A big boost in confidence to make a great life for you and your family.
- Tips and tools you can use to get a steady flow of money coming in, no matter what's happening out there.
- Learned how to succeed in any market condition.
- Understanding of how to achieve long-term success with solid marketing processes.
- Anyone, regardless of budget, looking for a strong start to avoid common mistakes.
- Business owners who want to have simple processes for their VA's to follow.
- Investors willing to create a steady monthly income to secure the future of their family.
- Those who tried many ways to succeed but still aren't seeing good results.
- Efficient KPI Tracking
- Enhanced Follow Up Process
- Data Driven Decisions
- Fully Integrated With REISift
- Streamlined Sales & Marketing Flow
- Enhanced lead management
- Unorganized Data
- Expensive/Ineffective Tech Stack
- Basic Marketing Approach
- Poor Data Management
- Unorganized Processes
- Refined Direct Mail Strategy
- Clarity In All Business Operations
- Enhanced Team Management
- Strong Lead Management Flow
- Advanced Data Tracking
- Effective Marketing Flow
- Limited Marketing
- Targeting Constraints
- Poor Lead Management
- Difficult Team Management
- Reactive Marketing
- Ineffective Marketing Flow
- Empowered Data Management
- First to Market Strategy
- Automated Processes
- Strategic Focus
- Improved Lead Prioritization
- Enhanced Data Tracking
- Low Level CRM
- Successful But Hitting a Wall
- Missed Opportunities
- Poor Data Management
- Data Driven Decisions
- Full Data Clarity
- Consistent Deal Flow
- Strong Marketing Flow
- Lacked Marketing Clarity
- Difficult Marketing Flow
- Inconsistent Deal Flow
- Strong Lead Management Flow
- Strong Marketing Flow
What changed
The reset came at the end of December 2019. His trucking partner had gone back on the road because the deals were too thin to live on. Josh stayed, spent nights going through his records, and asked himself why he was failing. "It was plain and simple because I was way too shotgun. I was way too all over the place," he says. So he redid the whole way he approached data and campaigns: separate lien types, filtered zip codes, stacked lists only. The first call through the new 200-name list produced a contract the same day.
The Results
The 50-name list produced two deals worth about $105,000. The big one came off a municipal code violation list. A retired couple in Destin owned a $650,000 Birmingham house their tenant had wrecked, with $500,000 still owed on it. Josh contracted it at $225,000, sold it to a buyer at $310,000, and the sellers brought over $277,000 to closing to be done with it. That was an $85,000 deal. Their second house added a projected spread of about $20,000.
The 200-name list opened with a bankruptcy contract locked the same day as the first call, a projected $17,000 spread. Then came the week of this recording: 11 contracts, including a 10-property rental portfolio locked at $520,000 against a $1.1 million ARV.
Add it up: 13 contracts from 250 prospects, about one for every 19 people on the lists. Roughly $200,000 closed and projected in six weeks, against $40,000 across his whole first six months. About $25,000 had hit his pocket by the recording, with the budget still $500 a month. His KPIs stay rough, tracked by hand in free Podio, and he says so.
You can't give up. Cuz you only fail if you quit.
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Answers to some
commonly asked questions
Does DataSift work with my dialer?
Yes. Ready Mode, Smart Dialer, Call Tools, Smarter Contact, Aircall and Kixie connect directly. A wrong-number disposition in the dialer flips the phone status in DataSift in real time. A new-lead disposition fires the full Call New Lead sequence. Other dialers connect through CSV upload or Zapier.
I'm coming from Podio, REsimpli, or Go High Level. Why switch?
Every CRM needs someone to move leads where they belong. The difference is what catches the misses. Most CRMs hand you an empty box and tell you to build it. DataSift ships with the workflow assembled — boards, statuses, tasks, and 26+ automations already wired. You're not paying for a database. You're paying for the system that already runs your lead management.
I have too many leads. Don't I need drip campaigns for my warm and hot leads?
Drip campaigns are for ghosting leads and not-interested follow-up. Never for warm or hot. Warm and hot get a human call, every time, on a tempo set by when the seller will sign.
Won't I need to hire an acquisitions person to keep up?
Most operators give away 20% of their revenue solving an operational problem with a hire. A trained lead manager working the default build prevents that hire for a long time. Bring in an acquisitions specialist when your lead manager is buried in qualified follow-up that's converting — not before.
Will my team actually use this?
Your lead manager works six filters every day:
- Call New Leads
- Unqualified Overdue
- Unqualified Due Today
- Qualified Overdue
- Qualified Due Today
- Leads Missing Task
When all six are empty at end of day, the day is done. No guessing. No drowning. No leads sitting where they shouldn't.
What happens to leads we never reach?
"For every hundred ghostings, I could probably pull another two deals at minimum a year out of them. That could be worth a hundred grand to my company every year."
You don't lose leads. You stop spending your lead manager's day on the ones who aren't talking back.
How long does setup take?
Your account ships with the lead management default build already wired. Boards, statuses, tasks, automations — ready on day one. Add your team, import your data, and your lead manager can start working leads the same afternoon.
Can I customize it?
Yes, but don't. Not at first. Run the default for 60 days. Prove your team has the discipline. Then extend. Most operators who break their CRM do it in the first 30 days by trying to make it "smarter."
I'm running bulk SMS through another tool. Do I still need this?
Yes — and the two work better together. Your dialer or SMS tool handles the conversation. DataSift handles the data that survives the conversation. If your dialer ever gets flagged or shut down, every wrong number, correct number, and Not Interested response stays safe in DataSift.
Do I have to run Sequential Marketing?
No. DataSift works with any marketing approach. Sequential is the framework we teach because it's the one our top operators run, but you can use the platform for bulk-only, niche-only, drip-only, or any mix you already have working.
I want to do bulk marketing. I don't want to niche-prospect.
Run bulk. If you want the framework, Bulk Sequential is the one we teach — same flow as Niche Sequential, just at volume through power-dial integrations and bulk mail. If you already have a bulk approach that works, DataSift tracks the dispositions, the wrong numbers, the responses, and the rehash pool either way.
I'm a one-person operation. Is this overkill?
No. Niche Sequential runs at 150 to 200 new records a month. Small budget, small team, real results. Scale into Bulk when you're ready.
Will my team actually use this?
The marketing operator works a short set of filters every day: a needs-skip view, a ready-to-call view, the active touch cycles, a needs-mail view, deep prospecting, and rehash. Same loop every day. Nothing complicated.
What happens to records nobody ever reaches?
They don't disappear. After the call cycle is exhausted, records move to Deep Prospecting or back into a rehash cadence. The "every number wrong or dead" pool stays accessible for mail and door-knock campaigns. You don't lose records. You stop spending budget on the ones who aren't picking up.
Won't this take weeks to set up?
The default account ships with the four core Filter Preset folders, SiftLine boards, statuses, sequences, and task presets already wired. The Niche Sequential and Bulk Sequential workflows are recommended structures that go on top — typically added the same day you pull your first list.
How does a record get to me as an AQS?
The Lead Manager qualifies the lead, gathers motivation, and moves the card to "Send to Acquisitions" in the SiftLine board. The moment that card moves, a sequence fires: the Make Offer task is created, assigned to the AQS, and the card appears on the Acquisitions Board. The AQS doesn't set anything up. They open their Make Offer filter in the morning and it's already there.
For teams with multiple AQS people, tasks can be round-robin assigned so work distributes automatically across the team.
How many Acquisitions people do I need?
Fewer than you think. One dialed-in AQS inside DataSift can handle five or more offers a day. Before you hire a second AQS, hire a Lead Manager first — and make sure your first AQS is hitting their daily offer quota. The default build handles the prioritization, the follow-ups, and the handoffs. The person handles the conversation.
What if my AQS doesn't follow the system?
The Activity Log keeps everyone honest. Every offer, every follow-up, every call is stamped to the record. The Offer Follow-Up Overdue filter and No Tasks filter catch anything that fell through. The Lead Manager owns every lead — even while it's in AQS hands — and has every right to hold the AQS accountable for overdue tasks.
What's the offer follow-up cadence?
Make the offer on Day 0. Follow up Day 1, Day 2, Day 3, then Day 5. Call or text each time. If the seller needs more time, apply the task and change the due date — don't skip it. If there's no decision after one week, the contract expires and you restart the offer. Keep mailing the record until a contract is actually signed.
What does "Seller Considering" mean?
It's the offer status between "made" and "accepted or rejected." When a seller says they need time to think, update the offer to Considering and let the follow-up sequence run. It keeps the record visible in your Offer Follow-Up filter, tracks the offer against your KPIs, and makes sure no open offer sits without a next action.
How do we learn from rejected offers?
Tag rejected offers with "Review Rejected." At the end of every week, filter by that tag and do a call review with a team member. Once reviewed, swap the tag to "Reviewed Rejected." Over time you'll see patterns — objections you can handle differently, deal structures you're not using. Closing more deals starts with understanding why you're losing them.
Should I automate the offer follow-up tasks right away?
Not yet. Run the manual process first. Get consistent. The goal is to show up every day and do the work until it becomes second nature — then add the automation as a reward for the consistency, not a shortcut around it. One sequence worth adding early: auto-attach a Make Offer task when a card moves to the Make Offer phase. Everything else, do manually until you've built the habit.
What about the deals I lose — are they gone?
No. Rejected the offers recycle to Lead Management for nurture. No-decision records stay in the system with follow-up tasks.
Won't this take weeks to set up?
No. Your account ships with the Acquisitions Board, Task Presets, Sequences, and all eight Filter Presets already wired. Add your team, pull your first list from Lead Management, and you're making offers the same afternoon.
How does a deal get to dispositions?
The moment a contract is signed in Acquisitions, the record updates to Under Contract. That status change fires a sequence: the card moves to the Transactions Board, a Process Contract task is created and assigned to the Dispositions Coordinator, and the record is ready to route. The coordinator opens their task queue and it's already there.
What's the difference between the Transactions Board and the exit boards?
The Transactions Board is the hub — every contract lands there first. The coordinator reviews the deal, sets the exit type, and the card routes automatically. Wholesale, Flips, and Rentals each have their own phase columns and task presets built for that exit. The Transactions Board holds the Closed and Fell Through statuses — when a deal finishes, the card auto-removes from the active view.
What's the difference between the Wholesale, Flips, and Rentals boards?
Each board has its own phases and task presets. Wholesale moves through buyer activation, offer selection, and assignment. Flips move through scoping, rehab, and listing. Rentals move through scoping, tenant placement, and occupancy. Set the exit type and the card routes automatically.
How do I manage my buyers list?
Your buyers list is a pre-built list inside DataSift. Add buyers as records, tag them by buy box — market, price range, property type, cash or financed. When a wholesale deal is ready, filter by criteria, select the right buyers, and reach out directly from the record. Every conversation and offer logs on the deal.
How do I track profit across different exit types?
Every closed deal logs purchase price, total expenses, exit price or assignment fee, and net profit. Filter by exit type, month, or source list — no spreadsheet, no exporting. The data is on the record.
Can I run wholesale and flipping at the same time?
Yes. Both boards run independently inside the same account. Each has its own statuses, tasks, and sequences. One account, two pipelines, clean separation between them.
What happens to deals that fall through?
They update to Fell Through on the Transactions Board — the card auto-removes from the active view, a review task fires, and the record stays active. The seller is still in your account. Any future contact connects back to the original record. You never lose a deal. You sometimes lose the timing.
How do I know nothing is falling through the cracks?
Use the STAB-THEM check on every record: Status, Tasks, Assignee, Board, Messages. Run the Deals Missing Task filter daily — it surfaces every active deal without a next step. Every deal always has a status. Every status always has a next task.
How do I reverse engineer a closed deal?
Filter closed deals by source list, exit type, or marketing channel. Open any record and the full history is there — first marketing touch to closed exit. Days-to-close, profit, deal source, every step in between. That's your playbook for where to spend your next marketing dollar.
Won't this take weeks to set up?
No. Your account ships with all six SiftLine boards, task presets, sequences, and filter presets already wired. Learn the manual flow first — run deals step by step before leaning on automations. Once you understand each phase, the automations become something you earn. Most operators are running a live dispositions pipeline the same week they get in.
Is there a free trial?
Yes DataSift offers a 7 day free trial. In those 7 days you’ll receive all necessary materials to learn exactly how to leverage Sift in your company.
What does DataSift do?
DataSift helps real estate companies locate the best markets, execute targeted marketing, and identify the right sellers, buyers and buy boxes. Sift gives your team one place to manage leads, follow-ups, tasks, appointments, and KPIs to keep your operation tight.
How much does DataSift cost?
Our lowest plan starts at $149 a month and our highest plan is $1250 a month.
Will I have access to the support team?
Yes, all users have access to our support team through our support chat. We offer live calls, community calls, help center tutorials and a large investor community for widespread support.
Will new data automatically add to my Sift account?
Yes. Expert plan, AI plan and users with the SiftMap Pro add-on can opt to have records auto-added to their account based on their preferred criteria.
How do I migrate over my data from another CRM?
Contact our support team through our support chat and they will give you all necessary materials and information to make sure you get all of your data uploaded exactly how you want it.
How does the unlimited skiptracing work?
DataSift provides pay per skip pricing as well as a fixed $97 a month unlimited skiptracing add on. Unlimited skiptracing comes with the Expert and AI Plans automatically
What lists can I pull inside DataSift?
Free Lists
- Free and Clear
- High Equtiy
- Low Equity
- Negative Equity
- Owner Occupied
- Absentee
- Pre-Foreclosure
- Foreclosure
SiftMap Pro Lists
- Pre-Foreclosures - Notice of Default
- Pre-Foreclosures - Lis Pendens
- Pre-Foreclosures - Notice of Foreclosure
- Pre-Foreclosures - Final Judgement
- Pre-Foreclosures - Court Order
- State Tax Lien
- Federal Lien
- Liens (Mechanic's, Utility)
- Judgment Liens
- HOA Liens
- Bad Credit
- Estate Sales
- Probate Properties
- Criminal Felony
- Senior Homeowners
- Divorce Properties
- Eviction
- Vacant Properties
- Pre-Probate
- Low Income
- Bankruptcy Properties
- Inheritance Properties
- Tax Delinquent Properties
- Short Term Loan
What is DataSifts default account?
When you create a new DataSift account (or enable the default build if you're an existing user), you'll have:
- Pre-built SiftLine Boards
- Default Lists, Tags, and Phone Tags for easy organization
- Pre-set Property Statuses and Contact Statuses
- Task Presets for Lead Management, Acquisitions, and Transactions.
- Saved Filter Presets to quickly filter for tasks.
- Ready-to-go Sequences (Automations) for smooth daily workflows
How does DataSift work for Commercial Real Estate & Land?
Yes! You can manage any prospect with an address in DataSift. No street address for vacant land? No worries. Upload using the APN/Parcel ID as street address. Then it’s a matter of skiptracing and running a marketing campaign in Sift.
