Episodios

  • Your Marketing Isn't Broken. Your Sales Process Is. | Greg Berney
    Apr 14 2026

    Most investors treat marketing like a vending machine — put money in, get deals out. When it doesn't work, they blame the channel.

    Greg Berney has been running a wholesale and rental business in Greensboro, NC for six years, closing 60+ contracts last year, and he'll tell you straight: your marketing probably isn't the problem. Your sales process is.

    Greg has been a Bateman Collective client for nearly five years. What's made him stand out isn't deal volume — it's that he's built a business that actually serves his life, not the other way around. He coaches, he develops his team members into real estate investors themselves, and he still leaves at 2pm for his kids' lacrosse games.

    In this episode, Brandon and Greg get into what that actually takes — and it's less about systems than most people expect.

    What's covered:

    • Why most investors have a sales problem, not a marketing problem

    • How consistency in one channel beats channel-hopping every time

    • The difference between gross revenue growth and profitable growth

    • How Greg doubled assignment revenue by fixing his dispo process

    • Why detaching from outcomes makes you a better business operator

    • What "building a business out of fear" costs you long-term

    Timestamps:

    0:35 — Greg's background: corporate burnout, discovering wholesaling

    7:45 — Infrastructure: dispo team, coaching, bookkeeping

    10:27 — Marketing advice: stop blaming the channel, fix your sales process

    13:25 — Lifestyle business: why Greg chose this path

    30:00 — Acceptance vs. resistance: real example of a deal falling apart

    39:15 — Building from fear vs. building from creation


    Thanks for listening to Collective Clicks!

    We're always looking to improve the pod: drop us some feedback here.

    If you're looking to finally unlock PPC as your best marketing channel, you can start with a free strategy consultation here.


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    46 m
  • You’re Losing Deals (You Just Don’t Know It Yet) | David Olds
    Apr 7 2026

    Most investors think transaction coordination is just admin work.
    Hire someone, push paperwork, move on.

    That assumption is costing you deals — and you don’t even know it.

    Not the deals you track.
    The ones that quietly fall apart before they ever hit your numbers.

    David Olds has seen both sides — as an investor and as the founder of Easy RI Closings, handling transactions at scale. He knows exactly where deals break… and why most investors never catch it.

    In this episode:

    • Why transaction coordination is actually a revenue driver (not overhead)
    • The hidden deal fallout that never shows up in your KPIs
    • Why most investors prioritize acquisitions and dispo — and pay for it later
    • What actually breaks between contract and close
    • When in-house TC makes sense (and when it kills efficiency)
    • Lessons from scaling a service business vs. a deal business


    If you’re doing volume and still treating TC like a checkbox, there’s a good chance you’re leaking deals right now.

    0:00 — Intro (The revenue leak most investors never see)
    2:16 — David’s Background (From investor to running closings at scale)
    5:03 — Why TC Is Actually a Revenue Center (Not just “admin work”)
    5:43 — The P&L Analogy (Why lost deals never show up in your numbers)
    11:27 — Why Investors Don’t Delegate TC First (And why it costs them)
    15:25 — Knowing vs. Doing (Why execution breaks even when you know better)
    17:47 — Learning to See Problems Differently (What experienced operators notice)
    20:17 — Investor → Service Business Owner (What changes when you switch sides)
    24:38 — Hustling vs. Building a Team (Why most people stay stuck)
    27:12 — Would David Do It Differently? (Hard lessons from hindsight)
    32:33 — Easy RI Closings (Where to connect with David)


    Thanks for listening to Collective Clicks!

    We're always looking to improve the pod: drop us some feedback here.

    If you're looking to finally unlock PPC as your best marketing channel, you can start with a free strategy consultation here.


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    35 m
  • Profit First for Real Estate Investors: Why More Deals Won’t Fix Your Cash Flow
    Mar 31 2026

    Most investors don’t have a revenue problem. They have a cash discipline problem. More deals just hide it. Until they don’t.

    In this episode, Brandon sits down with David Richter, founder of Simple CFO and author of Profit First for Real Estate Investing. David’s team helps investors keep more of what they make after living through doing 25 deals a month and still losing money.

    This conversation breaks down why profitability isn’t a result. It is a constraint you build the business around. And how most operators get it backwards.

    What we cover:
    • Why “profit” on paper doesn’t mean cash in your bank
    • The core idea behind Profit First and when it actually works
    • Why most investors stay stuck living deal to deal
    • How to build reserves without overcomplicating your finances
    • What to do when revenue drops and decisions get tight
    • The simplest way to start even if you hate numbers

    Timestamps:
    00:00 Why most investors feel broke even with deals closing
    02:10 David’s background and losing money at scale
    06:30 What Profit First actually means
    12:15 Why profit does not equal cash in your bank account
    18:40 When financial systems actually matter
    25:05 Scaling problems for 1M to 10M operators
    32:20 The danger of growing without financial discipline
    40:10 What happens when revenue drops
    47:30 How to think about reserves and opportunity
    55:00 Common mistakes when implementing Profit First
    01:01:20 The simplest way to start today
    01:05:10 Final thoughts and where to find David


    Thanks for listening to Collective Clicks!

    We're always looking to improve the pod: drop us some feedback here.

    If you're looking to finally unlock PPC as your best marketing channel, you can start with a free strategy consultation here.


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    37 m
  • Achieving by Design: Pat Precourt on Productivity and Progress
    Mar 24 2026

    Most Real estate investors think success comes from more information, better strategies, or staying motivated.

    But what if the real difference isn’t what you know — it’s what you consistently do?

    In this episode of the Collective Clicks podcast, Brandon Bateman sits down with entrepreneur coach Pat Precourt to break down a perspective most investors overlook:

    Success is engineered through behavior, not just knowledge.

    After coaching thousands of entrepreneurs across real estate, education, and fitness, Pat found that top performers aren’t the most informed — they’re the most consistent. They build systems that make the right actions easier and repeatable.

    Instead of chasing motivation, high-level operators focus on:

    • Creating environments that reinforce execution
    • Measuring weekly progress toward clear outcomes
    • Eliminating “busy work” that avoids real growth
    • Attaching self-worth to disciplined behaviors, not short-term results

    Pat also explains how many leaders fall into the trap of looking the part without taking real risks — like spectators dressed as players. The shift happens when founders move from doing everything themselves to leading with intention, building feedback loops, and raising their standards by “raising the floor.”

    If you’re working hard but not seeing consistent progress, this episode will challenge how you think about discipline, leadership, and what it actually takes to win.


    00:00 Welcome And Setup
    00:35 Meet Pat Precourt
    01:07 Pat Origin Story
    02:16 Coaching Over Tactics
    03:44 Gym As Lab
    06:37 Symptoms Of Stuckness
    09:29 Spectator Versus Player
    11:23 Process Over Outcomes
    15:24 Raising Your Floor
    21:15 Engineering Behavior
    21:57 Environment And Feedback
    26:13 From Hustle To Leader
    29:05 Context Versus Content
    30:15 Letting Go To Lead
    31:49 Founder With Nothing To Do
    34:30 Leadership As Leverage
    39:03 Finding Constraints And Gaps
    42:37 Complacency And Comfort Trap
    44:23 Risk Aversion Versus Fulfillment
    50:39 Identity Beats Fear
    52:50 Emotions Off The Wheel
    54:30 How To Reach Pat


    Thanks for listening to Collective Clicks!

    We're always looking to improve the pod: drop us some feedback here.

    If you're looking to finally unlock PPC as your best marketing channel, you can start with a free strategy consultation here.


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    56 m
  • Why One Lead Should Never Be Just One Deal
    Mar 17 2026

    Most real estate investors treat every lead like a single opportunity.

    But what if every lead could turn into multiple deals?

    In this episode of the Collective Clicks podcast, Brandon Bateman sits down with Steven Howell from DealMachine to talk about a marketing strategy most investors overlook:

    Micro-targeting neighborhoods around your inbound leads.

    When a seller reaches out through SEO, PPC, or Facebook ads, the surrounding houses often have similar situations — similar property conditions, similar life events, and similar motivations to sell.

    Smart investors are turning those inbound leads into neighborhood marketing opportunities by:

    • Door knocking nearby homes
    • Sending hyper-targeted postcards
    • Driving the surrounding streets for distressed properties
    • Re-visiting old leads in the same area

    In some cases, investors are turning one inbound lead into multiple deals in the same neighborhood.

    Steven also shares how DealMachine has evolved beyond driving for dollars into a full data platform — including AI tools that help investors identify distressed properties faster and improve their sales conversations.

    If you're already generating inbound leads but want to maximize every opportunity, this episode will give you practical strategies to pull more deals out of the same marketing spend.

    00:00 – Introduction
    01:05 – Steven’s 15+ years in real estate investing
    03:00 – Why Steven joined DealMachine
    05:20 – The evolution of DealMachine beyond driving for dollars
    07:15 – The biggest marketing mistake investors make
    09:10 – The “force multiplier” strategy for inbound leads
    11:20 – Turning one lead into multiple deals in the same neighborhood
    14:30 – Micro-targeting strategies around seller leads
    17:00 – Using door knocking and driving for dollars together
    19:15 – Revisiting old inbound leads in the same area
    21:40 – PPC trends and seasonality investors need to understand
    25:00 – Why Q4 is usually the toughest marketing quarter
    28:10 – How investors should plan marketing budgets across the year
    31:00 – How DealMachine is using AI to identify distressed properties
    34:30 – AI tools helping investors improve sales calls
    37:00 – Future trends in real estate investor marketing
    39:10 – Free DealMachine trial for listeners


    Thanks for listening to Collective Clicks!

    We're always looking to improve the pod: drop us some feedback here.

    If you're looking to finally unlock PPC as your best marketing channel, you can start with a free strategy consultation here.


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    27 m
  • Why Investors Lose 45% of Their Deals
    Mar 10 2026

    Most real estate investors think they have a lead generation problem.

    According to Jarod Bowersett, they actually have a follow-up problem.

    In this episode of Collective Clicks, Brandon Bateman sits down with Jarod Bowersett — a former enterprise sales executive who used to close $25M–$50M deals — to talk about one of the most overlooked profit opportunities in real estate investing:

    The leads already sitting in your CRM.

    Most investors stop following up far too early. But the data says something shocking:

    • 27% of leads are never contacted
    • Only ~10% actually have bad contact info
    • 96% of those leads will sell within 18 months

    Which means there are deals hiding inside almost every investor’s database.

    Jared explains how AI is changing follow-up, why most sales teams fail to stay consistent, and how investors are increasing profits 25–40% without spending another dollar on marketing.

    If you generate leads but feel like you’re constantly on the revenue rollercoaster, this episode will change how you think about your CRM forever.

    00:00 – Introduction
    01:12 – Jared’s background closing $25M–$50M enterprise deals
    03:45 – Why real estate investors live on a revenue rollercoaster
    06:15 – The biggest sales problem investors don’t realize they have
    08:40 – How MLS offers led to building an AI company
    11:20 – The massive inefficiency inside most investor sales pipelines
    14:10 – Why investors stop following up too early
    17:05 – The shocking stat about “dead” leads
    19:30 – Why most teams never contact 27% of their leads
    21:15 – The follow-up math investors ignore
    24:10 – The 1.3-day median conversion window for PPC leads
    27:05 – Why half of deals come from older leads
    30:20 – How AI helps teams follow up consistently
    33:10 – The crazy story of a deal closed after 200 calls
    36:40 – When humans should handle leads vs AI
    40:10 – The future of AI in real estate sales


    Thanks for listening to Collective Clicks!

    We're always looking to improve the pod: drop us some feedback here.

    If you're looking to finally unlock PPC as your best marketing channel, you can start with a free strategy consultation here.


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    27 m
  • Why 90% of Real Estate PPC Campaigns Quietly Fail
    Mar 4 2026

    Most real estate investors think they’re “doing PPC.”
    Very few are actually using it to its full potential.

    In this episode of the Collective Clicks Podcast, Brandon Bateman sits down with Glen Petersen, a digital marketing veteran who has managed over $280 million in Google ad spend, to break down what separates average campaigns from elite, enterprise-level performance.

    They dive deep into:

    • Why most Google Ads campaigns stall out
    • The real power behind AI-driven bidding
    • What “offline conversion tracking” actually means (and why almost no one does it right)
    • How shared data accelerates performance
    • Why small budgets struggle — and how to overcome it
    • The difference between tracking metrics… and feeding the algorithm

    If you’re spending money on Google Ads (or thinking about it), this episode will fundamentally change how you view data, lead quality, and optimization.

    00:00 – Intro
    02:00 – Glen’s $280M Google Ads Experience
    05:45 – Why Enterprise Agencies Get Better Results
    09:30 – The Two Types of Agencies (And Why Most Struggle)
    13:10 – How to Turn an Average PPC Campaign Into an Exceptional One
    16:00 – The Role of AI in Google Ads (It’s Not New)
    19:45 – Why Data Is the Fuel for Google’s Algorithm
    23:30 – The Difference Between Leads vs. Quality Leads
    27:15 – What Is Offline Conversion Tracking (Really)?
    32:10 – Why Most Investors Think They’re Doing It (But Aren’t)
    36:40 – Shared Data & Faster Learning Phases
    41:15 – Parameter Tuning vs. Algorithmic Optimization
    47:20 – Why Search Terms Matter More Than Keywords
    52:30 – The Danger of Optimizing Too Deep in the Funnel
    57:00 – Performance Max, Broad Match & AI-Heavy Campaigns
    1:01:30 – How to Check If You’re Actually Feeding Google Good Data
    1:05:00 – When NOT to Optimize for Revenue
    1:08:30 – Final Takeaways for Investors Running PPC


    Thanks for listening to Collective Clicks!

    We're always looking to improve the pod: drop us some feedback here.

    If you're looking to finally unlock PPC as your best marketing channel, you can start with a free strategy consultation here.


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    48 m
  • The #1 Metric Most REI Investors Are Completely Ignoring | Stephanie Betters
    Feb 25 2026

    In this episode, real estate investor, COO-turned-CEO, and Left Main REI founder Stephanie Betters breaks down the REI marketing metrics, lead conversion strategies, and operational systems that drive real wholesale real estate profits.

    Stop throwing money at lead generation when your funnel is broken. Stephanie shares how Better Path Homes went from spending $100K/month on marketing — and wasting most of it — to dialing in conversion rates, cutting waste, and scaling sustainably to 200+ transactions a year in Charlotte, NC.

    Whether you're a wholesaler, flipper, or real estate entrepreneur trying to build a system that doesn't depend on you, this episode is packed with practical, data-driven insights you can apply today. 🎯

    If you're serious about growing a profitable REI business with the right CRM, the right metrics, and the right team — this one's for you.


    📖 What You Will Learn
    💡 Why your ROAS number is meaningless if your funnel is broken — and what to track instead

    📊 The exact lead conversion metrics that transformed Better Path Homes' profitability — and how to apply them to your business

    🔧 How to build operational systems that let your business run without you — even with a team of just 12 people

    👥 The leadership mistake most growing REI businesses make when hiring — and how to avoid burning cash in the "messy middle"

    📈 Why steadily growing 30% a year beats chasing 200% growth — and how to build a business with real cash reserves

    🛠 How Left Main REI was built to solve real problems that Salesforce-powered CRMs can solve for investors today


    🕣 Timestamps
    0:00 – Meet Stephanie Betters: From Heart Surgery to REI
    4:12 – Building Better Path Homes & Launching Left Main REI
    10:45 – What Medicine Taught Her About Business Leadership
    17:30 – The Biggest Skills She Had to Learn as an Entrepreneur
    24:15 – Surrounding Yourself With the Right People at the Right Time
    31:40 – Why the "Messy Middle" of Scaling Will Break You
    38:55 – How to Grow Steadily Without Running Out of Cash
    45:20 – Where REI Marketing Is Heading (AI, GEO & What Actually Works) 52:10 – The Marketing Metrics That Changed Everything
    58:30 – Why More Leads Was Never the Answer
    1:03:45 – Left Main REI: What It Is and How to Connect With Stephanie


    #RealEstateInvesting #WholesaleRealEstate #REIMarketing #LeadGeneration #RealEstateEntrepreneur #CRM #LeftMainREI #FlippingHouses #RealEstatePodcast #MarketingMetrics #RealEstateLeads #CollectiveClicksPodcast #LeadConversion #RealEstateSystems #REIBusiness #BetterPathHomes #SalesforceREI #RealEstateOperations #HouseFlipping #RealEstateInvestor




    Thanks for listening to Collective Clicks!

    We're always looking to improve the pod: drop us some feedback here.

    If you're looking to finally unlock PPC as your best marketing channel, you can start with a free strategy consultation here.


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    50 m