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Investor Partner Avatar Worksheet

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Investor Partner Avatar Lab Avatar Name: ___________________________________________​ (e.g. “Wholesaler Will,” “Flipper Fiona,” “Mailers Mike”)

1. Identity Snapshot 1.​ Who are they?​ ○​ Main model: ☐ Wholesaler ☐ Flipper ☐ Buy & Hold ☐ Novice ☐ Other: ______ ○​ Annual deal volume (approx): ______ deals / year ○​ Typical target discount off ARV: _______%

2.​ Where & what do they target?​ ○​ Areas / neighborhoods: ________________________________________ ○​ Typical ARV range they chase: $________ to $________ ○​ Condition they love: ☐ Heavy distress ☐ Light distress ☐ Cosmetic

3.​ Lead sources (where they spend money / time)?​ ☐ Direct mail ☐ PPC ☐ Cold calling ☐ Text ☐ Driving for dollars ☐ Agents ☐ Other: ______​

2. The “Dead Lead” Problem 1.​ What makes a lead “dead” for them today?​ Check all that apply:​ ☐ Seller wants too much money (close to retail)​ ☐ Seller has equity but won’t take investor price​ ☐ House needs too much work for retail but seller won’t discount enough​


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Investor Partner Avatar Worksheet by JCC Concierge - Issuu