About this product

THE HEADLINE

One workbook that runs the whole machine: every lead logged with its stage and next follow-up date, a DUE block that tells you each morning what is due today and what is overdue, and automatic 70%-rule offer math — so deals stop dying from forgotten follow-ups.

WHO THIS IS FOR

• Wholesalers running direct-to-seller lead flow
• Flippers screening acquisition deals
• Buy-and-hold investors who want a disciplined offer process
• Anyone managing seller leads in spreadsheets and losing track of follow-ups

THE PROBLEM

Seller deals don't die because the numbers were wrong — they die because nobody followed up. The lead sits in a spreadsheet with no next date. The seller's number is on a sticky note. The offer math gets done three different ways on three different scraps of paper. Meanwhile the motivated seller you called in September sells to the investor who followed up in October.

THE SOLUTION

A lead-management discipline machine: every lead carries a stage and a next follow-up date, the DUE block surfaces what's due today and overdue every morning, the 70%-rule Maximum Allowable Offer computes the moment you enter ARV and repairs, a red OVER-MAO flag catches offers that exceed your math, and the dashboard shows stage counts, outstanding offers, under-contract value, and conversion rates.

WHAT'S INCLUDED (exact files)

• Investor-Pipeline.xlsx — 6 sheets, 100% live formulas, no macros:
• START HERE: purpose, the lead-to-closing workflow, input-cell color key, pipeline stage definitions
• LEAD PIPELINE: 15 fictional sample leads + formatted rows to row 120 — lead date, seller, phone, address, lead source, motivation (1–5), stage dropdown (New → Contacted → Appointment set → Offer made → Under contract → Closed / Dead), beds/baths/sqft, asking price, ARV, estimated repairs, MAO auto-computed (ARV×70% − repairs), offer amount, red OVER-MAO flag, contract price, assignment/exit value, next follow-up date, days-in-pipeline
• FOLLOW-UPS: touch log (date, lead, type, outcome, next step, next date, status) with computed DUE block — due today, overdue, touches in last 7 days
• DEAL ANALYZER: one-deal screening — MAO at 70% and 75%, flip profit estimate (ARV − contract − repairs − carrying − selling), rental quick-check (rent-to-price ratio, rough monthly cashflow estimate)
• DASHBOARD: pipeline counts by stage, active leads, total potential MAO value, offers outstanding (count + value), under-contract value, closed count + exit value, follow-ups due/overdue, conversion rates (leads→appointments→offers→contracts, error-guarded)
• BUYERS LIST: 8 sample cash buyers + directory rows (name, areas, property types, max price, contact, deals sent)
• Quick-Start-Guide.pdf — 15-minute setup, how the 70%-rule MAO works and its limits, the follow-up cadence, weekly dashboard review, Excel vs Sheets notes, FAQ
• README-license.txt — contents, formats, license, disclaimers

HOW IT WORKS

Download the ZIP → open the workbook → set DASHBOARD cell B2 to today's date (every session) → replace the 15 fictional sample leads with your own (or keep them while you explore) → log every touch in FOLLOW-UPS with a next date → screen each deal in the DEAL ANALYZER → review the DASHBOARD weekly.

IDEAL CUSTOMER

A wholesaler or flipper running direct-to-seller lead flow who will log every lead with a next follow-up date, set the TODAY cell each session, and review the dashboard weekly.

WHO IT IS NOT FOR

• Investors who want automated lead feeds, valuations, or comp lookups: this is a lead-management tool — you supply the leads and the numbers; all computed figures are screening estimates, not valuations, appraisals, or financial advice.
• Anyone who expects a spreadsheet to clear legal questions: wholesaling and assignment rules vary by state — check your state law and consult a licensed real estate attorney. Direct-to-seller marketing is subject to do-not-call and solicitation rules.
• People who won't keep the TODAY cell current: the due/overdue math depends on it, every session.

REQUIREMENTS & LIMITATIONS

• Prerequisites: basic spreadsheet comfort (typing, dropdowns). Set the TODAY cell (DASHBOARD B2) each session.
• Compatibility: XLSX — Microsoft Excel, Google Sheets, LibreOffice — no macros, no add-ins. PDF: any PDF reader.
• A lead-management tool: all computed numbers are screening estimates, not valuations, appraisals, or financial advice.
• The 70% rule is a common screening rule of thumb — it does not determine what a property is worth. (The MAO formula is M×0.7−N; edit 0.7 for your own rule and the dashboard follows — the guide explains how.)
• Wholesaling and assignment rules vary by state; check your state law and consult a licensed real estate attorney. Direct-to-seller marketing is subject to do-not-call and solicitation rules.
• Sample leads, follow-ups, and buyers are entirely fictional — replace with your own.
• Excel rendering of dropdowns/conditional formatting carries to Sheets with minor visual differences.

FAQ

• I don't wholesale — I flip/buy rentals. Does this still work? Yes. The pipeline stages work the same; the DEAL ANALYZER covers both flip and rental quick-checks.
• Can I change the 70% rule to my number? Yes — the MAO formula is M×0.7−N; edit 0.7 and the dashboard follows. The guide explains how.
• Excel or Google Sheets? Both. Standard formulas, no macros; dropdowns and flags work in both.
• How many leads fit? Formulas pre-filled to row 120 on LEAD PIPELINE and row 200 on FOLLOW-UPS.
• What if the numbers look wrong? Set DASHBOARD!B2 (TODAY) to today's date first, then check ARV/repairs are numbers, not text.
• What if I need help with the files? Message the seller through the Gumroad product page contact form.

DELIVERY & ACCESS

Instant download as a ZIP file (Investor-Pipeline-OS-v1/) after purchase. Yours to keep; free updates to v1.x.

LICENSE

Licensed to you, the buyer, for use in your own real-estate investing business. You may not resell, share, redistribute, or republish these files.

SUPPORT & UPDATES

Questions or problems with the files: contact the seller via the Gumroad product page. All v1.x updates are free for life.

What's included

• Investor-Pipeline.xlsx — 6 sheets, 100% live formulas, no macros:
• START HERE: purpose, the lead-to-closing workflow, input-cell color key, pipeline stage definitions
• LEAD PIPELINE: 15 fictional sample leads + formatted rows to row 120 — lead date, seller, phone, address, lead source, motivation (1–5), stage dropdown (New → Contacted → Appointment set → Offer made → Under contract → Closed / Dead), beds/baths/sqft, asking price, ARV, estimated repairs, MAO auto-computed (ARV×70% − repairs), offer amount, red OVER-MAO flag, contract price, assignment/exit value, next follow-up date, days-in-pipeline
• FOLLOW-UPS: touch log (date, lead, type, outcome, next step, next date, status) with computed DUE block — due today, overdue, touches in last 7 days
• DEAL ANALYZER: one-deal screening — MAO at 70% and 75%, flip profit estimate (ARV − contract − repairs − carrying − selling), rental quick-check (rent-to-price ratio, rough monthly cashflow estimate)
• DASHBOARD: pipeline counts by stage, active leads, total potential MAO value, offers outstanding (count + value), under-contract value, closed count + exit value, follow-ups due/overdue, conversion rates (leads→appointments→offers→contracts, error-guarded)
• BUYERS LIST: 8 sample cash buyers + directory rows (name, areas, property types, max price, contact, deals sent)
• Quick-Start-Guide.pdf — 15-minute setup, how the 70%-rule MAO works and its limits, the follow-up cadence, weekly dashboard review, Excel vs Sheets notes, FAQ
• README-license.txt — contents, formats, license, disclaimers

Key features

• MAO computes itself: type ARV and repairs, get the 70%-rule number instantly — your offer math is identical on every deal, every time.
• The OVER-MAO flag catches offers that exceed your math — a pause button, not a prohibition — so overpaying requires a conscious decision.
• The DUE block does the remembering: due-today and overdue follow-ups surface every morning — the exact failure mode that kills deals is designed out.
• Tested: every computed figure verified against independent calculations (MAO per lead, stage counts, dashboard aggregates, conversion rates, follow-up counters, deal analyzer math); zero formula errors after recalculation; blank-stage copies produce no errors.
• The cash-buyer bench means a contract never dies without a buyer list to call.