📅 Weekly Training Recording
This week’s training focused on expanding into secondary markets, properly managing inbound calls and voicemails, organizing cash buyers inside OfferBolt, and handling deals through the Deal Board. Tommy also reviewed how to upload leads, manage bot settings, troubleshoot call routing, and use the Deal Analyzer with property photos.
Several live questions covered workflow management, turning the bot on/off correctly, and how to structure follow-ups for better deal flow.
🎯 What Was Covered
How to start a new secondary market (new numbers, new users, new workflow) and why marketing budget must scale accordingly
Best practices for stopping new lead imports while keeping follow-up workflows active
Setting up a company voicemail and managing inbound calls without forwarding to a personal cell
How to manually select which number to call from when operating in multiple markets
Turning leads into cash buyers using pipeline stages, tags, and cash buyer workflows
How to blast cash buyers via SMS/email for off-market properties
Proper Deal Board usage: moving deals from verbal offer → contract → title → closed
How to fully shut off the bot (OfferBolt On toggle, workflow removal, DND settings)
Uploading CSV lead lists correctly (required column structure)
Troubleshooting Google Voice call delays using timeout settings
Submitting outside deals to the seller team
Using Zillow, Google Street View, or the Leads App to source photos for the Deal Analyzer
🎥 Watch the Training
🤖 How This Training Helps
How do I properly launch a second market inside OfferBolt?
Can I stop adding new leads but keep follow-ups running?
How do I set up a company voicemail instead of forwarding calls to my cell phone?
Why is my bot still responding after I turned it off?
How do I add someone to my cash buyers list?
How do I blast a property to my cash buyers via SMS and email?
How do I move a deal properly through the Deal Board stages?
What’s the correct way to upload a CSV lead list?
How do I stop Google Voice from disconnecting calls?
Where do I submit a deal that didn’t originate inside OfferBolt?
How do I get better property photos for the Deal Analyzer?
📌 Closing Note
The most recent Weekly Training is always listed at the top of the OfferBolt Training section. Be sure to check back each week for updated walkthroughs, live Q&A sessions, and system best practices.