Your First 90 Days with REsimpli: Tips for New Users

Introduction

You just signed up for REsimpli. Now what?

Whether you are switching from spreadsheets or replacing four different tools, your first 90 days inside REsimpli are critical. This is where momentum is either built or lost. And if you follow a proven structure, you can set up a lead machine that runs without chaos, confusion, or follow-up failures.

This guide walks you through what to focus on during your first three months. From setup to automation to scaling your team, every step here is designed to help you get deals moving and get results faster.

Weeks 1 to 2: Lay the Foundation

1. Import and Tag Your Leads

Upload your existing lead lists into REsimpli
Use tags like Driving for Dollars, PPC, Probate, and Cold List
Segment by lead source so you can track performance later

Why this matters
Proper tagging allows smarter campaigns and better reporting

2. Buy and Assign Phone Numbers

Inside REsimpli, buy local or toll-free numbers
Assign numbers by campaign to separate marketing channels
Record custom voicemails for each number

Tip
Set different ring rules or call forwarding based on the lead source

3. Customize Your Pipeline Stages

Suggested pipeline for wholesalers:

• New Lead
  
• Attempted Contact
  
• Spoke to Seller
  
• Appointment Set
  
• Offer Sent
  
• Under Contract
  
• Assigned
  
• Closed

Update lead stages daily so your team and CRM stay aligned

Week 3 to 4: Automate Your Follow-Ups

1. Launch Your First Drip Campaign

Create a simple five-touch campaign:

• Day 1: SMS
  
• Day 3: Voicemail
  
• Day 5: Task for manual call
  
• Day 7: Email
  
• Day 10: Final SMS

Assign to cold leads or web form submissions

Tip
Use merge tags to personalize messages by name and property

2. Use AI Call Summaries

Enable AI summaries for inbound and outbound calls
See seller sentiment, objections, and urgency in one click
Tag leads as Hot, Nurture, or Cold based on summary tone

Why this matters
Saves hours reviewing call recordings while improving your follow-up

3. Assign Daily Tasks

Use the task board to track callbacks, appointments, and contract sends
Assign tasks to yourself or your team
Set due dates, notes, and notifications

Tip
Create templates for common task flows to save time on future leads

Weeks 5 to 8: Build Your Buyer and Dispo Systems

1. Import and Tag Your Buyers

Upload cash buyers from old deals, networking events, or title companies
Tag by location, price range, and strategy (fix and flip, BRRRR, etc.)

Why this matters
When you get a deal under contract, you can sort buyers instantly

2. Use the Dispo Tab to Manage Assignments

Create a property record
Send property blasts by SMS and email
Track interest, offers, and signed agreements

Tip
Use the YouTube training video on REsimpli’s Dispo tab to see it in action

3. Follow Up with Buyers Just Like Sellers

Add buyers to follow-up campaigns
Use tags like Active Buyer, Slow Closer, or High Volume
Track who engages and who stops responding

Weeks 9 to 12: Analyze, Refine, and Scale

1. Review Your Marketing KPIs

Go to your REsimpli dashboard and check:

• Leads added
  
• Cost per lead
  
• Appointments booked
  
• Offers sent
  
• Deals closed

Why this matters
You should know which campaigns are converting and which ones to pause

2. Clean Your Database

Merge duplicates
Archive dead leads
Retag any that were miscategorized

Tip
Set a recurring task every two weeks to review pipeline clutter

3. Train Your Team (If You Have One)

Give your acquisitions reps limited access roles
Assign leads daily and monitor task completion
Use AI summaries and call logs for coaching moments

Tip
Start simple with one rep and one campaign if you are scaling for the first time

Bonus: Resources from the REsimpli Community

• Watch the Dalyn Hazell video on how he used REsimpli to close 100 deals
  
• Listen to Sharad Mehta’s podcast episode on how REsimpli was built for investors
  
• Use the support chat to schedule a live walkthrough of any feature you get stuck on

Conclusion

The first 90 days with REsimpli are not about mastering every feature. They are about getting into rhythm with a system that supports your goals and removes guesswork.

Start with the setup. Move into follow-up. Launch your first campaigns. Track your pipeline daily. And when it is time to grow, your REsimpli foundation will already be built.