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OfferBolt Weekly Training – Cold Calling Setup, Taking over conversations – Apr 28, 2026

Cold Calling Setup, Taking over conversations

Written by Tommy

📅 Weekly Training Recording
In this session, Tommy led an open Q&A focused on cold calling strategy, setting up dedicated phone numbers, handling title company communication, and troubleshooting bot issues. The training covered how to properly separate texting and calling numbers, how to send contracts to title through OfferBolt, and how to handle EMD deadlines and buyer accountability. The call also addressed bot language glitches and conversations where the bot stopped responding.

🎥 Recording:


🎯 What Was Covered

  • When and how to cold call new leads generated by the system (including calling before or alongside SMS workflows)

  • Why to use a separate, dedicated phone number strictly for high-volume cold calling

  • Step-by-step process to purchase and set a new default calling number in Settings → Phone System

  • How to download leads, upload them, and push them into the initial SMS workflow after call attempts

  • How to add a title company as a contact and email contracts directly from within OfferBolt

  • Understanding EMD timelines, enforcing 24-hour deposit rules, and holding buyers accountable

  • The difference between assignments, blind HUDs, and double closes — and how title companies handle each

  • How the “Contract Sent to Title” stage automatically notifies the seller that title work has begun

  • Why communication with sellers and title companies is critical during escrow

  • What to do when the bot responds in the wrong language or stops replying mid-conversation (send screenshots to support immediately)


🎥 Watch the Training


🤖 How This Training Helps

  • Can I cold call leads that the bot sends me by email?

  • Should I call leads before putting them into the SMS workflow?

  • How do I add a separate number just for cold calling?

  • Why should I separate my texting numbers from my calling number?

  • How do I send contracts to my title company from inside OfferBolt?

  • Where do contracts save inside the system after sending?

  • What happens when I move a deal to “Contract Sent to Title”?

  • How do I enforce EMD deadlines with cash buyers?

  • What is a blind HUD and when should I double close?

  • What should I do if the bot switches languages or stops responding?


📌 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 strategies, system walkthroughs, and live Q&A sessions.

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