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Subscriber training · Start here

OfferTermz 101 — the basics

Everything you need to run your CRM day to day: getting leads in, setting up a contact, turning Sam and Mia on, smart lists, and more. Watch it straight through, or jump to the part you need.

🎥 Recorded live · Oct 30, 2026⏱ 96 min📍 22 chapters✅ 12 step-by-step how-tos
Now playing: Welcome
0:00 / 1:36:20
Transcript

How-tos

Short checklists pulled straight from the training. Tick steps as you go — and hit Watch this part to see Ahmed do it.

Questions from the room

Real questions subscribers asked during the live session, with Ahmed's answers.

Meet your SMRT Team

Your AI staff. Save their numbers — you can text, email or call any of them, or click their face in the AI pill inside the CRM.

Sam Harper

Sam Harper

The Closer
Answers your sellers the minute they text and books you the call.
(925) 396-0105
Mia Hayes

Mia Hayes

The Followup Magician
Follows up with your existing leads so none go quiet.
(925) 396-0106
Coming soon
Ruby Sterling

Ruby Sterling

The Dispo Queen
Will find buyers for your deals. In training — not live yet.
(925) 396-0107
Tate Kepler

Tate Kepler

The IT Guy
Your CRM support. Ask him how to do anything — he'll walk you through it.
(925) 396-0108
Get all four on your phone in one go

Tate will text you their contact cards — photo, number and email — so they show up by name.

💬 Text Tate for the team's contact cards