Client Background
Meryl Heath, a real estate investor in Northern Indiana, had built a solid foundation but was struggling to gain traction in highly competitive markets. Despite consistent effort, she was frequently getting outbid on properties and felt like she was spinning her wheels. She joined Investor Machine looking for a strategic partner who could help her not only compete, but thrive.
The Challenge
Meryl’s main obstacles included:
- Intense Competition – She was consistently outbid on properties, making it difficult to secure profitable deals.
- Unclear Buy Box – Without a fully refined buy box, she was spending too much time chasing leads that didn’t fit her goals.
- Scaling Roadblocks – With limited bandwidth, she knew she needed to hire and systemize her processes but wasn’t sure where to start.
The Solution
Her dedicated account manager worked side-by-side with Meryl to create a clear path to success:
- Comprehensive Buy Box Refinement – Spent multiple sessions dialing in her buy box to ensure she was targeting only the properties that aligned with her profit goals.
- Proactive, Ongoing Communication – Maintained consistent check-ins to answer questions, address concerns, and keep Meryl confident and focused.
- Call Script Coaching – Reviewed her team’s phone scripts and provided guidance to improve qualification, build rapport, and increase conversion rates.
- Training & Development Support – Provided hands-on guidance and resources to help Meryl train her team on best practices for handling inbound calls and seller conversations.
- Hiring Guidance – Offered advice and resources for building her acquisitions team, including role clarity, interview strategies, and onboarding tips.
- Resource Sharing – Supplied proven templates, workflows, and marketing tools to give Meryl everything she needed to run her business efficiently.
- Strategic Scaling Plan – Helped map out how and when to increase her marketing budget, ensuring she could confidently grow her deal flow without overextending.
The Results
- Increased Wins – Meryl began securing more deals in competitive markets by targeting the right sellers and improving her acquisition process.
- Stronger Market Presence – Gained greater recognition as a serious buyer, giving her an edge with both sellers and agents.
- Revenue Growth – Boost in deal flow allowed her to confidently expand her marketing budget.
- Scalable Systems – With clearer processes, scripts, and a hiring plan, Meryl positioned herself to continue scaling her business sustainably.
Key Takeaway
For Meryl, the difference wasn’t just the data — it was the partnership. Her account manager acted as both strategist and coach, offering not just lists and mail but also the communication, resources, and training needed to turn inbound calls into profitable deals. By focusing on both marketing precision and team development, Meryl was able to break through the competition and set her business on a path of scalable growth.
