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getting-started 6 min read

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.

  1. Go to the Call Center dashboard.
  2. Click New Campaign.
  3. Name it descriptively (example: "Baltimore Tax Delinquent July 2026").
  4. Upload your CSV file. Required columns: phone number, property address. Optional: owner name, city, state.
  5. 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:

  1. Opening (5 seconds): "Hi, this is [Name] calling about the property at [Address]. Do you have a quick moment?"
  2. Interest check (10 seconds): "I work with local investors and was wondering if you have ever considered selling that property?"
  3. Qualifying (30-60 seconds): Timeline, price expectations, property condition, mortgage status.
  4. 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.

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