Multifamily Strategy · DM Setter Team

DM Setter Playbook

How your shift works: when you work, which leads are yours, what to answer first, and how to book qualified calls that actually show up.

Your job in one line: turn conversations on text, Sendblue, Instagram, Facebook and Skool into qualified calls on a closer's calendar that actually show up.

Your main number: qualified calls that attend. A booking, a confirmation or a no-show doesn't count. The prospect has to pass the four checks in section 7 and show up to the closer's call.

1Your schedule

DayMatejaUroš
Monday – Friday9 a.m. – 3 p.m. Eastern
3 – 9 p.m. Serbia
3 – 10 p.m. Eastern
9 p.m. – 4 a.m. Serbia
SaturdayAll dayOff
SundayOffAll day

Be logged into GHL, Sendblue and Skool at your start time. Serbia is normally 6 hours ahead of Eastern. For about a week each spring and fall it's only 5 hours, because the US and Europe change their clocks on different dates. Always confirm the prospect's local time before booking.

If you need to step away or miss a shift, tell your training lead before it happens so someone covers your queue.

2Your work order, every shift

Answer people who are waiting on us before you start anything new. Work top to bottom:

  1. Unread on GHL: texts, Instagram and Facebook DMs, comment replies and story replies.
  2. Unread on Sendblue: replies to confirmation texts, no-shows and reschedules.
  3. Unread on Skool: member DMs.
  4. Follow-ups that are due (section 6), in the same channel order.
  5. New outreach and reactivation, only when all three inboxes are at zero unread.

Check all three inboxes again before starting any outreach. A new message always beats outreach.

Paused for now: the Facebook group and YouTube.

Speed

3Which leads are yours

Before your shift ends, every open conversation should have a short note in GHL: where it stands and what the next step is. The next setter picks it up from that note.

4The tags

Two of these tags flip by themselves. Don't add or remove them by hand.

TagWhat it meansHow it changes
setter-needs-reply💬The lead sent the last message. We owe them a reply. Answer these first.Goes on when they reply to you. Comes off when you reply.
waiting-for-reply💭You sent the last message. They owe us a reply, so they're on your follow-up list.Goes on when you message them. Comes off when they reply.
dm-setter-leadThis lead belongs to the DM setter team.Added when a lead is assigned to you.
Always reply from inside GHL. For a Sendblue lead, switch the GHL composer to iMessage. Never reply from the Sendblue app. If you do, the tags won't change, the system won't know you replied, and you won't get credit for the message.

Tags you add yourself

Type the tag, then pick the exact one from the dropdown. Lookalike tags do nothing, and plain "dq" without the emoji does nothing.

TagWhen
appointment-confirmedAfter the prospect confirms the call in their own words.
financial-dq🚫They tell you they can't fund it.
dq🚫Not interested or not serious. (Silent leads go into follow-ups instead, section 6.)
Setter TriageWrong person, a kid, or "just curious." Pull the closer's slot.

5Running a conversation

Before you type, read the whole history: DMs, texts, email and the application. Reply to what they actually said. Ask one question per message, keep it short, and never send anything that reads as copied and pasted.

The flow: open → why they're here → their situation → their goal → what's stopping them → qualify (section 7) → offer the call → book it (section 8).

Openers

SituationOpener
Sendblue no-show"Hey [first name], it's [your name] with Multifamily Strategy. Saw you couldn't make your call with [closer] on [day]. All good, life happens. Still looking to get your first building?"
Sendblue reschedule"Hey [first name], [your name] with Multifamily Strategy. You asked to move your call with [closer]. What day this week works better, mornings or afternoons?"
Older lead"Hey [first name], [your name] with Multifamily Strategy. You applied a while back to talk about buying apartment buildings. Is that still something you're working on?"
They DMed usAcknowledge exactly what they sent, then: "What got you looking into multifamily?"
Comment or story reply"Saw your comment on Christian's post about [topic]. Are you looking at your first building, or do you already own some?"
New Skool member"Welcome in [first name]. I'm on Christian's team. What made you join, are you working toward your first deal?"

Questions that keep it moving

When you get a one-word answer, mirror it back: "Freedom... what does that mean for you?"

Facts you can say (and say exactly)

6Follow-ups

When someone goes quiet, they keep the waiting-for-reply💭 tag. Use the same timing as the DM Setter Script, on every channel. The clock starts from their last message.

WhenWhat to send
30 minutesInstagram only: heart react their last message.
60 minutes"Ping ^ ;)" or "Get my note?"
Next morning"Morning!" plus a wave emoji
Day 3Short check in tied to what they told you, like "Still thinking about [their goal]?"
Day 7Value nudge: a quick win or deal example, then "Worth mapping out for you?"
Day 14Light bump: "Still on your radar?"
Day 21Final: "No worries if now isn't the time. Want me to close this out?" Then stop.

7Qualifying: all four must pass

CheckPasses ifHow to ask
Money$5,000+ to invest now, or $1,000+ a monthScript step 1: income first, then "And roughly how much do you have set aside to invest right now, or could you put in each month?"
IntentWants to buy, not just learn"Are you looking to make a move on this, or still exploring?"
TimelineWants a deal within 6 months"How soon do you want your first deal closed?"
TimeCan give about 10 hours a week"We usually recommend around 10 hours a week. Do you have that?"

Also ask: "Is anyone else part of this decision, like a spouse?" If yes, they need to be on the call.

If they…You…
Pass all fourOffer the call (section 8)
Are unclear on oneAsk one more question, or set a follow-up. Note what's missing.
Clearly can't fund itTag financial-dq🚫 and stop
Aren't interested or seriousTag dq🚫 and stop
Say "money's tight this month"That's not a DQ. Set a follow-up date.

A high salary, a nice-looking profile or an excited tone doesn't prove they have money or want to buy. Record their actual answers. Correctly not booking someone is a win.

Common pushback

8Booking and handing off

You book the call yourself on the closer's calendar. Never send the booking link and hope they use it. A sent link is not a booked call.

"Based on what you told me, I think it makes sense for you to talk with one of our consultants. It's a 1-on-1 Zoom where they map out how you'd get to [their goal] and whether the mentorship is a fit. Want me to grab you a time?"
  1. Ask for 2 times that work. Same day or next day is best, and never more than a few days out.
  2. Confirm their time zone and repeat it back: "Thursday 2pm Eastern, you've got that blocked off?"
  3. Book it on your channel's calendar, not the application calendars. Fill in their first and last name, their phone (not yours), their email and their Instagram handle if they came from IG, and put yourself in the Setter field.
  4. Write a few sentences of notes: why multifamily, how much they have to invest, their motivation and timeline, and what made them reach out now.
  5. Check that the appointment shows in GHL and the card moved stages.

Lock in the show before you leave the conversation

Hand off to the closer

Before the call, post in #setters-closers-comms-mfs, tag the closer, and wait for an emoji or a reply. Never hand off by DM. Include:

[Closer] — [prospect] — [time + time zone]. GHL link. Goal and why now. Funding: [their amount]. Timeline and hours a week. Who will attend. Any concern or missing detail. Confirmed? Watched the pre-call video?

About an hour before the call: "Hey [first name], just making sure you're set for your call with [closer] at [time]. Got the Zoom link?" Add appointment-confirmed only after they confirm in their own words.

No-show: message them on the same channel within the hour, offer two new times, and they go into your follow-ups.

9Rules you never break

10End of day

  1. Make sure every open conversation has a note and a next step in GHL.
  2. Fill in your EOD report in the setter portal (EOD REPORTS tab). Replies sent in GHL and people messaged are counted for you. You type in your Skool replies, qualified conversations and calls booked.
  3. Put any blocker in the notes box: access problems, an empty queue, no calendar space.

Use real numbers only. If a closer hasn't confirmed whether someone showed up, leave it as pending.