Marketing, Follow-Up & AI Updates with Sharad Mehta
Date: (2 June, 2026)
Yesterday we hosted our weekly REsimpli Mastermind with Sharad Mehta, founder and owner of REsimpli. Sharad walked through what’s working in his Indiana-focused business (750–800 lifetime deals; currently 25–30 deals/year, 12 under contract) and shared operational, marketing, and AI lessons from running a mostly remote, automated investing operation. Below is a recap of the major topics discussed.
Topic: Business model & operations primer
Challenge: Running a high-volume, largely remote business across states requires strong systems and reliable vendors.
Advice:
Maintain a distributed team with clear roles — local acquisitions person for on-the-ground appointments, project manager for rehabs, and a remote lead/marketing/dispo manager. Use the REsimpli app for driving-for-dollars and track pipeline and marketing spend centrally (link bank accounts to REsimpli so bookkeepers can assign spend to campaigns).
Key Insight:
Systems + a small set of high-quality people + centralized tracking enable hands-off scale across markets.
Topic: Marketing mix — what Sharad is actively using
Challenge: With many available lead channels, it’s easy to spread too thin or be inconsistent.
Advice:
- Use a mix: paid cold-calling provider (Easy Button Leads), pay-per-lead providers (Property Leads, Motivated Sellers), PPC (Wholesaling PPC / Google Ads), direct mail, driving-for-dollars (free via REsimpli app), SMS blasts, and occasional TV ads. Buy MLS/pocket listings or convert wholesaler deals when profitable.
- If using pay-per-lead providers, hold them accountable and request credits for junk leads (Sharad’s lead manager Jay manages credits and follow-up).
Key Insight:
Every channel can work — the winning factor is consistent execution and follow-up, not the channel itself.
Topic: Follow-up is the multiplier (not the shiny tool)
Challenge: Investors get leads but fail to convert because follow-up is inconsistent.
Advice:
- Prioritize consistent follow-up — at minimum once per month for cold leads (situations change).
- Automate follow-up where possible (conversational AI, call/text automation) but ensure someone or something is driving repeat touches.
- Treat follow-up as a permanent part of your funnel: 33% of deals come from 0–6 months, 33% from 6–12 months, 33% from 12+ months of follow-up activity.
Key Insight:
Consistent marketing plus consistent follow-up dramatically increases closed deals; buy leads only if you’ll follow up.
Topic: Driving for dollars using REsimpli
Challenge: Finding high-intent properties without buying expensive lists.
Advice:
Use the REsimpli driving-for-dollars feature (free in-app) whenever an acquisitions rep is in market. Add properties on-app, enroll them into campaigns, and follow up via the same system.
Key Insight:
Driving-for-dollars is a low-cost source of actionable leads when captured and followed-up properly.
Topic: Direct mail, agent outreach, and high-intent lists
Challenge: Competitive markets require targeted outreach and differentiation.
Advice:
- Direct mail: focus lists (absentee owners, 30%+ equity, 5+ years ownership). Consider pre-foreclosure and probate lists where available.
- Agent outreach: call/text top-producing agents monthly, offer to buy their unwanted deals, offer incentives (referral fee or let them list finished product). Meeting top agents in person initially helps build the relationship.
- If starting with limited budget, pick one focused sub-market and penetrate it with consistent direct mail + agent outreach.
Key Insight:
Agent outreach is a high-ROI, low-cost channel if you stay top-of-mind; direct mail remains the backbone for many consistent investors.
Topic: PPC / PPL economics and budget guidance
Challenge: PPC/PPL can be effective but costs vary by market and scale.
Advice:
- If using PPL, expect scale and competition — if you plan > $3k–$5k/month, consider running your own PPC to own the leads.
- For smaller monthly budgets (e.g., $5k/month), prioritize direct mail and agent outreach; PPC/PPL will deliver limited leads at that spend in competitive markets.
Key Insight:
PPC/PPL needs scale to be cost-effective in competitive MSAs; direct mail + agent outreach often outperform early-stage budgets.
Topic: Using AI in follow-up & conversational AI updates
Challenge: Many expect AI to replace core human tasks (like cold calling), and early AI implementations sometimes lack context.
Advice:
- Use AI for process efficiency: text/call follow-up, logging notes, qualifying, and booking appointments — not to replace relationship-building or underwriting judgment.
- REsimpli updates: conversational AI fix (better context capture + ability to book 15-minute appointments into calendars) rolling out imminently; 6.0 will add autonomous follow-up, improved voice options (voice cloning with consent), multiple pipelines, and a triple-line dialer. Sharad stressed legal caution: REsimpli will not enable AI cold-calling as a substitute for human cold calling due to legal/attorney concerns and regulatory risk.
Key Insight:
AI amplifies consistency and scale of follow-up — the technology helps but does not replace human sales/closing skills.
Topic: Tracking ROI and attribution
Challenge: Knowing which channels are profitable and making informed budget decisions.
Advice:
- Link bank accounts to REsimpli and assign marketing spend to campaigns. When a lead converts, the revenue auto-attributes back to the campaign/lead source in REsimpli.
- Update spend regularly (weekly ideal, monthly minimum) to spot trends and seasonality. Track cost per channel vs. revenue to calculate ROI per channel.
Key Insight:
Attribution drives smart scaling — only double down on channels with proven ROI.
Topic: Practical allocation / budgeting (Sharad’s view)
Challenge: Newer investors wonder how to allocate limited monthly budgets.
Advice:
- Example allocation for $5,000/month: prioritize direct mail and agent outreach in a focused local market; cold calling vendor may be added if budget allows and market is smaller; PPC/PPL generally needs more budget to be effective.
- For larger budgets ($50k+), add PPL and PPC, cold calling, and broader channel coverage.
Key Insight:
Focused market penetration and consistent follow-up beats broad, shallow spending.
Tools & Tactics Mentioned
- Easy Button Leads (third-party cold-calling provider)
- Property Leads, Motivated Sellers (pay-per-lead providers)
- Wholesaling PPC / Google AdWords (PPC)
- PaperLead, SMS blasts, TV ads (supplemental channels)
- REsimpli app features: driving-for-dollars, bank account linking, campaign attribution, call/text logs
- AI features: conversational AI, autonomous AI (6.0), voice cloning (with consent), triple-line dialer (coming)
- Tracking + bookkeeping workflows: assign ad spend to campaigns, auto-attribute revenue to channels
Best Advice from the Session
The investors who consistently win are not the ones chasing every new tool — they are the ones who:
- Execute consistent marketing in a few chosen channels
- Follow up relentlessly (at least monthly) and automate where possible
- Track marketing spend and attribute revenue to channels to know what to scale
- Build and maintain relationships (agents, code enforcement, inspectors, local partners)
- Use AI to automate follow-up and appointment booking, but rely on human judgment for offers and negotiations
If you want a predictable acquisitions machine: commit to consistency — in marketing, follow-up, and tracking — and let systems (and AI) automate the repetitive parts while you focus on deals and relationships.
