How to Optimize Your Multifamily Investor Calls for Better Results

The number one thing you can do is be an attentive listener.

Figure out what the person is good at and get them to talk about the things they're interested in.

Yes, it can be important to talk about your accomplishments for credibility, but it's more important to get them to talk about their accomplishments.

Shift your intention to having them walk away from the call feeling like they themselves are awesome, not trying to impress them into thinking that you are so awesome.

People remember how you made them feel much more than they remember the details of the call.

Still, there should be some structure and key points to have in your notes.

On the sign up, I have them fill out an optional question on my calendly to ask if they're accredited or not. If they fill it out, I'll add that to my CRM notes.

Some other key things to discover are:

Where they are located

Their previous track record

Their deal criteria

Their goals and what they want to do

Their best deal

Which markets they're looking at

Whether they'd be a good fit to partner with

What role they would fit on a GP team

Personal details that come up, etc.