Setting Up Your Campaign — Lists, Scripts, and Launch
How to upload your call list, configure the AI script, set calling hours, and launch your first campaign. Step-by-step from zero to live calls.
Setting Up Your Campaign.
Step 1: Prepare Your Call List.
The AI needs phone numbers and property addresses. The better your list, the better your results.
Where to get lists:
- REHunter Leads. Export motivated seller leads directly — these already have phone numbers and distress signals.
- Tax delinquent lists. From county treasurer offices — owners behind on taxes are often motivated.
- Probate records. Inherited properties where heirs want to liquidate.
- Absentee owner lists. Owners who live far from the property — often tired landlords.
- Your own skip-traced list. Any list with phone numbers works.
Step 2: Upload Your List.
- Go to the Call Center dashboard.
- Click New Campaign.
- Name it descriptively (example: "Baltimore Tax Delinquent July 2026").
- Upload your CSV file. Required columns: phone number, property address. Optional: owner name, city, state.
- System validates numbers and removes duplicates.
Step 3: Configure the Script.
The AI follows a conversation script. You have two options:
- Use a template. Pre-built scripts for: motivated seller outreach, absentee owner inquiry, and probate/inherited property. These work out of the box.
- Customize. Edit the opening, qualifying questions, and closing to match your style and market.
Script structure:
- Opening (5 seconds): "Hi, this is [Name] calling about the property at [Address]. Do you have a quick moment?"
- Interest check (10 seconds): "I work with local investors and was wondering if you have ever considered selling that property?"
- Qualifying (30-60 seconds): Timeline, price expectations, property condition, mortgage status.
- Closing (10 seconds): "Great — I will have someone from our team reach out to discuss further. What is the best time to call you back?"
Step 4: Set Calling Hours and Launch.
- Set calling window: 9 AM to 7 PM local time (respect TCPA regulations).
- Set daily volume: start with 50 calls for your first campaign to test results.
- Set caller ID: use your local area code for best answer rates.
- Click Launch Campaign.
The AI begins calling immediately within your configured hours. You will see results appearing in real-time on your dashboard.