The 5 leaks
The five points where money leaks between the marketing dollar and the kept deal: spend, answer, follow-up, offer and keep.
Measure it: The Kept-Deal Map →Twelve short videos in two series. The first six take one leak each, on the places money slips away between paying for a seller lead and keeping a closed deal. Each one ends with a fix you can set up in any CRM and links to the free tool that measures that leak from your own numbers.
Also on YouTube: @AmrMagdyCRM
The five points where money leaks between the marketing dollar and the kept deal: spend, answer, follow-up, offer and keep.
Measure it: The Kept-Deal Map →Calls to marketing numbers that nobody answers, and the callback task that makes sure each one gets returned.
Measure it: Missed seller call cost calculator →Leads without a next task quietly die. The fix is a rule that no open lead sits without one.
Measure it: Deal Leak Score →Offers made from each rep's own spreadsheet, and moving MAO onto the deal record with a review step.
Measure it: Deal analyzer →Cancelled and renegotiated contracts that stay in the numbers, and ROI counted on kept deals only.
Measure it: Cost per deal calculator →The five numbers an investor owner should see every Monday, and where each one comes from in the CRM.
Measure it: The Monday 5 →No voiceover. Sound effects only, captions on screen.
Six more short videos on the systems behind profitable wholesaling: follow-up you can measure, repair estimates you can trust, clean CRM data, dead leads that come back, buyer lists that answer, and reps who spend their day talking to sellers. Sources are named on screen; any other number is labelled as an example.
The "80% close after the 5th follow-up" stat has no source. What real data says, and how to count your own touches before contract.
Go deeper: The Kept-Deal Map →ATTOM's 2025 report puts flip ROI at 25.5%, the lowest since 2008. Track your repair estimate against the buyer's and feed the gap into MAO.
Go deeper: Deal analyzer →Duplicate sellers, "hot" leads nobody touched in a month, and blank lead source. Two small rules that make the reports honest again.
Go deeper: Duplicate sellers in Salesforce →Dead is not a reason. A required dead reason and a revisit date turn old leads into a Monday call list.
Go deeper: The Kept-Deal Map →Tag every buyer once, by zip, price, rehab level and proof of funds, so each deal goes to the right 10 first.
Go deeper: Wholesaling CRM glossary →Salesforce's 2024 survey: sales reps spend 70% of their time on non-selling tasks. Time one rep for a day and automate the top three.
Go deeper: 15 automation recipes →Five short videos comparing Salesforce with investor CRMs: your own data model, automation, reporting, room to grow, and when it is overkill. Every number on screen comes from Salesforce's own help docs or pricing page, checked October 2026.
Most investor CRMs hand you their pipeline. Salesforce lets you build yours: one object for each thing you track, with Enterprise limits from Salesforce Help.
Go deeper: Salesforce vs investor CRMs →Three kinds of Salesforce Flow an investor team uses: when a record changes, on a schedule, and approvals for offers over MAO.
Go deeper: Automations I would build first →Cost per closed deal by source, offers over MAO by rep, and two report tools most people skip: joined reports and reporting snapshots.
Go deeper: The pipeline dashboard →Sandboxes to test changes, field history, access by team and market, the API allowance and AppExchange, with sources on screen.
Go deeper: Planning a move to Salesforce →The honest version: who should stay with an investor CRM, when Salesforce starts to make sense, and why you should get a quote before comparing prices.
Go deeper: The CRM Revenue Audit →Five sub-minute videos: the missed 6:40pm call, the 23% that never respond, assignment fee math, the Monday 5, and dead leads that are not dead.
A seller calls at 6:40pm and nobody answers. What usually happens next, and the two CRM rules that fix it.
Go deeper: Missed call cost calculator →HBR audited 2,241 companies: 37% responded to a web lead within an hour and 23% never did. Source on screen.
Go deeper: Speed to lead guide →Start from the buyer's margin, not your fee. Made-up numbers from ARV to fee room.
Go deeper: Assignment fee guide →You don't need 40 KPIs. The five numbers to check every Monday, and what a drop tells you.
Go deeper: The Monday 5 →Require a reason when a lead goes dead, and put "price too far" and "not ready" back in nurture every 60 to 90 days.
Go deeper: Follow-up cadence →On Salesforce already? The CRM Revenue Audit (USD 1,500, fixed price) goes leak point by leak point through your org and call data and gives you a prioritized fix list. On another CRM, the move to Salesforce comes first. Or start with a free 30-minute call.
Book a free 30-minute callSee the Revenue AuditOn Podio, REsimpli or GoHighLevel? See how a move to Salesforce works. Already on Salesforce? See a sample audit report.
Or just ask one question about your setup: email · WhatsApp · LinkedIn
About the author: Amr Magdy
Amr Magdy is a Salesforce CRM Consultant for US real estate investors and wholesalers. He runs the Salesforce for a two-market home-buying company in Ohio, where he built campaign ROI by market, missed-call alerts, shared lead queues and underwriting on the deal record, and he builds the same system for other investor teams. LinkedIn · Free tools · CRM Revenue Audit