ConversionCoaching.AI Onboarding Overview
Welcome to your comprehensive guide to our AI-powered Inside Sales Agent program. Discover how 24+ year real estate veteran Chad Storey built a complete system combining human ISAs, AI Voice Coaching, exclusive lead data, and 6 pillars of agent growth.
24+ Years in Real Estate
Seattle-based serial entrepreneur · 8 companies built, scaled & exited since 1999 · US Navy Veteran & Father of 6
Chad Storey built Asset Realty Group, the Pacific Northwest's fastest-growing brokerage (Inc. 5000 for 3 consecutive years), which exited to Century 21 in 2022. Having flipped 75+ properties, raised $22M+, and executed venture exits (including Lockdown Networks to McAfee), Chad created ConversionCoaching.AI to fix real estate's single biggest bottleneck: lead conversion.
This is an AI company.
Success demands a broad skillset. This is not a "get rich quick" scheme — it's a journey of continuous development where AI empowers your daily execution.
Overcoming Objections
Voice AI calls you daily to master persuasive communication and address seller concerns.
Lead Management
Daily CRM login. AI sorts your leads and tells you exactly who should be today's focus.
Lead Generation
Each ISA runs 600+ dials a day on the AI dialer built into the CRM, while AI generates fresh, high-intent lead pools.
Lead Nurturing
AI builds exact automated follow-up sequences so you close pipeline leads faster.
In-Person Closing
Roleplay appointments daily with AI to show up with confidence and close on the spot.
Meet Your ISAs Who Use AI
Inside Sales Agents are your dedicated prospecting team — based in the Philippines, selected for exceptional work ethic, clear English, and rigorous training. They practice 1 hour of roleplay BEFORE every shift.
#1 Benefit: AI-Powered Live Transfer Scorecards
After every live transfer, AI listens to and processes the full call recording, generating a detailed scorecard. It identifies what was said, seller responses, and an exact roadmap to improve conversion.
- 600+ dials a day, per ISA — powered by the AI dialer inside the CRM, to homeowners in your target market
- 60+ daily conversations with potential motivated sellers
- In 99% of cases, ISAs are more skilled than agents because they practice daily
POD: Plan of the Day
Your non-negotiable 5-10 minute daily stand-up meeting with your ISA.
Exclusive Data Mining
We warehouse raw data containing millions of seller leads — 100% exclusive to you, integrated directly into your Pipeline CRM.
Six Pillars That Drive Realtor Growth
Not just a lead program — a complete platform for recruiting, retention, leadership, and production.
Live Transfers from Experienced ISAs
Real conversations with motivated sellers transferred live to your phone line. 20–30 live transfers per month.
Weekly 1-on-1 Conversion Coaching
Track transfers, PLPs sent, appointments, listings taken, and GCI generated with weekly measurable coaching.
Weekly Training from Top Producers
Live sessions every Tuesday featuring high-producing agents sharing real-world strategies.
Daily-Updated CRM Pipeline
Start with 20,000+ seller leads in your market (Expireds, FSBOs, Absentee) growing by 500+ every month.
Daily Role Play & Skill Sharpening
7:30 AM PST daily sessions to improve tonality, objection handling, structure, and confidence.
Full Performance Visibility
Real-time online dashboards for agents and leadership to catch weaknesses fast and repeat strengths.
AI-Powered Call Coaching Loop
Learn from every live transfer automatically:
AI Scores the Call
Evaluates tone, objection handling, rapport, and closing technique.
AI Updates the CRM
Capture seller sentiment, objections, and next-step recommendations into CRM notes.
AI Calls Agent to Role Play
Within hours, AI calls the agent, voicing the exact objections raised by the seller.
Daily Drills Until Mastery
Repeats scenarios daily until responses are smooth, natural, and confident.
The Million Dollar Formula
5 Steps to Convert Every Live Transfer into a Signed Listing:
Set listing appointment within 3-10 minutes using the proven ICCE script.
Within 60 minutes: 3 active, 3 pending, and 3 sold properties.
Digital/physical PLP created in 1-2 hours and sent BEFORE the appointment.
Call back to confirm they reviewed PLP, answer questions, and preview comps.
Execute your listing presentation with confidence and close the listing.
Your Prelisting Package = Your First Impression
In a competitive market, the agent who shows up most prepared wins the listing. Delivered BEFORE the appointment, your package pre-sells your value so the meeting becomes a formality.
"The prelisting package isn't a nice-to-have — it's your competitive weapon. Agents using pro-level materials consistently win more listings at higher commissions."
Finding the seller is the easy part.
Closing the sale is where Realtors win. Here is our 6-step listing transformation strategy:
The Three-Company Solution
Each AI-powered ISA runs 600+ dials a day on the CRM's AI dialer to deliver warm live transfers.
Veteran-led firm with 175+ years experience & 13,000+ closed transactions.
Remodeling & staging that transforms dated properties to sell for top dollar.
Program Options & Onboarding Paths
Choose the program path that matches your business model:
Path 1: Broker Owners & Team Leaders
- · Recruiting & retention focus
- · Email campaigns & outreach
- · Weekly recruiting coaching
- · 1-on-1 calls & human support
- · Everything in ELITE AI
- · Done-For-You A-Z setup
- · Inner circle access
- · FB Ads, landing pages & SOPs
- · Up to 10 team members
- · 25–30 Live Transfers/month
- · Coaching & accountability
- · Massively increase GCI
Path 2: Top Producing Realtors & Agents
- · Complete CRM System
- · Automated Follow-up Campaigns
- · Email & SMS Marketing
- · Pipeline Management & Support
- · Everything in CORE AI
- · 20–30 Live Seller Transfers/month
- · Weekly 1-on-1 Coaching & Daily Roleplay
- · 20,000+ Lead Pipeline & Dashboard
Join Legacy Northwest — Get It All Free
Join Legacy Northwest Homes anywhere in Washington State and receive the full AGENT PRO platform ($1,811/mo value) at $0 upfront cost in exchange for a 35% referral fee on closed transactions.
The great state of Texas is coming soon — join the waitlist now.
Ready to Activate Your System?
Join the live system overview session every Tuesday at 10:00 AM PST — onboarding, CRM setup, AI automation, and ISA mastery all in one place.
Register NowThe ConversionCoaching.AI onboarding presentation summary represents official company guidelines and operational standards. Programs are offered by invitation based on production requirements. All voice and SMS automation operates under TCPA, A2P 10DLC, DNC, and CAN-SPAM compliance; Washington State AI disclosure applies to AI voice interactions. Reply STOP to opt out of SMS.