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OfferBolt Weekly Training – Seller Lead Filtering, Comp-Based Offer Strategies & Workflow Controls – Mar 31, 2026

Seller Lead Filtering, Comp-Based Offer Strategies & Workflow Controls

Written by Tommy
Updated today

📅 Weekly Training Recording

This training focused heavily on live Q&A with new and active users covering lead filtering, narrowing target markets by zip code, and managing active workflows. Tommy also walked through how to structure comp-based offers instead of relying on percentage rules, how contracting evaluates deals, and how to handle difficult seller conversations. Additional topics included A2P registration timelines, pausing workflows, commercial lead upgrades, and troubleshooting bot communication issues.


🎯 What Was Covered

  • A2P registration timelines for text messaging (1 week for established LLCs, 2–3 weeks for newer LLCs)

  • How to narrow targeting by filtering seller contacts using zip codes inside active workflows

  • Moving unwanted leads into “Properties We Aren’t Interested In” to stop outbound messaging

  • How to analyze comps properly instead of using the outdated 70% rule

  • How contracting evaluates offers using comparable sales and property condition

  • Handling seller objections, unrealistic pricing expectations, and negotiation strategies

  • How to pause workflows temporarily (holidays, vacations) without disrupting automation

  • Where to access lead upgrades (including commercial/5+ unit properties)

  • When to contact support for bot issues and system troubleshooting


🎥 Watch the Training


🤖 How This Training Helps

  • How do I narrow my marketing to specific zip codes?

  • How do I remove certain leads from an active workflow?

  • What’s the best way to analyze comps before sending a lead to contracting?

  • Does the 70% rule actually work in today’s market?

  • How does the contracting team determine their offer amount?

  • How should I respond when sellers say Zillow shows a higher value?

  • What do I do if my bot stops responding?

  • How can I pause outbound messages for holidays or vacations?

  • How do I access commercial or apartment building leads?


📌 Closing Note

The most recent weekly training is always listed at the top of the OfferBolt Training section. Be sure to check back regularly to stay updated on new walkthroughs, live Q&A sessions, and system updates.

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