AHL × BUZZLEAD · OUTBOUND STRATEGY
AMERICAN HERITAGE LENDING × BUZZLEAD · OUTBOUND STRATEGY · AUGUST 2026

900,000 investors.
One system.

An outbound system for the real estate investor market. Built on your own data, run without adding headcount, sized to work the cold market and the shark tank at the same time.

PREPARED FOR ERIC KRATTENSTEIN, MANAGING DIRECTOR, RETAIL & MARKETING · IRVINE, CA
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SECTION 02 · SINCE WE SPOKE

Three things got built.

Ten minutes of walkthrough. The rest is conversation.

01

Both your pools, mapped

Your 800,000-investor cold market, plus the 100,000 leads already sitting in your shark tank. Sized, segmented, ready in parallel.

02

The trigger architecture

Outreach staged to your actual loan products: term maturity on fix-and-flip and construction, rate-relief on DSCR, signal capture on top.

03

The honest economics

One flat number, scoped to both pools, no success fee. The model you said you needed in writing before you could move.

SECTION 03 · THE MARKET, MAPPED

Every dot is an investor.

0
TOTAL ADDRESSABLE RECORDS
Always turning over. Repeat borrowers close up to 30 deals a year
0
COLD MARKET
Untouched by outbound today
0
SHARK TANK
Already yours, already warm
Cold market · 800K Shark tank · 100K

This isn't a static list. Your best borrowers close up to thirty deals a year with you. The pool refreshes itself, which is why it earns an always-on system instead of whatever's left in the team's call block after the shark tank.

SECTION 04 · HOW THIS ROLLS OUT

Phased by month, not by hope.

Two plays and your shark tank live in month one. Signal capture layers in month two.

Month 1

Three plays, live together

Term maturity refinance, DSCR rate-relief, and your 100,000-record shark tank launch together. All three are already aligned from the call.

Month 2

Signal capture layers in

Social engagement on lending content and website revisitor targeting via email go live on top of the base plays.

Months 3–4

Full cold-market cycle

Infrastructure built for 200,000 leads a month, enough to reach your entire 800,000-record cold market inside 120 days.

Ongoing

Compound

Repeat borrowers, referrals, and refreshed data stack on top of an always-on system.

SECTION 05 · THE HONEST COMPARISON

Build it yourself, or partner.

You've already run this experiment once. Worth being direct about what changes.

OPTION A
Build it in-house
  • Source, screen, and hire for a role that's already burned out your last two attempts.
  • Six to eight weeks in a training incubator before anyone is useful.
  • If they leave, and your own data says they will, you're back to page one.
  • You own the Clay tables, the data vendor relationships, and the enrichment waterfall, on top of everything your tech team already carries.
  • Retention risk sits entirely on your headcount.
OPTION B
Partner with BuzzLead
  • No hire. No training incubator. No headcount risk on the outbound function.
  • We're paid to perform, not to show up. A client that stops seeing results is a client that leaves, so we earn retention every month, not lock it in with a contract.
  • We run the entire enrichment waterfall in-house, validated emails, appended phone numbers, handed to your team ready to prospect.
  • Integrated straight into HubSpot. Nothing new for your tech team to build or maintain.
  • Your engineers stay on the platform you're building, not on keeping a prospecting pipeline alive.
SECTION 06 · THE WATCHTOWER, INCLUDED IN EVERY PLAY

900,000 records, watched in real time.

Every trigger becomes a one-to-one script, written from the signal and sent while it's still relevant.

LIVE

Fix-and-flip loan crosses month 9 of a 12-month term

Two-path script drafted: refinance into DSCR and hold, or fund the next project.

MATURITY · M1
DAILY

DSCR borrower's original rate clears today's relief threshold

Refinance conversation anchored to the borrower's own loan.

RATE-RELIEF · M1
DAILY

Investor engages with lending content on LinkedIn or X

Real-time signal, not a fixed calendar date.

SIGNAL · M2
DAILY

Known investor revisits ahlend.com without converting

Layered onto the paid search traffic you're already generating.

RETARGETING · M2
WEEKLY

Shark tank record re-enters active status after going dormant

Worked with the same one-to-one research as new cold-market outreach.

REACTIVATION · M1
SECTION 07 · THE CAMPAIGN PLAYS

Four ways an investor says they're ready.

01

Term Maturity Refinance

Fix-and-flip and construction loans, timed at month 8 through 10 of a 12 to 18 month term, ahead of the maturity decision rather than after it. The direct answer to the "too late in the game" concern from the call.

Staged by loan term · Month 1
02

DSCR Rate-Relief Refinance

Existing DSCR borrowers, outreach staged to meaningful rate movement. Same mechanic that drives conventional mortgage refi campaigns, applied to your investor book.

Rate-triggered · Month 1
03

Shark Tank Reactivation

Your 100,000 recycled leads, worked with the same one-to-one research and cadence as the cold market, freeing your 30-person team to spend call blocks where they convert best.

100K records, already yours · Month 1
04

High-Intent Signal Capture

LinkedIn and X engagement on lending content, plus website revisit and retargeting layered onto the paid search traffic you're already spending $250K+/month to generate.

Real-time signal · Month 2
SECTION 08 · WHY YOU'RE ON THIS CALL

You are the case study.

EARLIER

A BuzzLead cold email reaches your inbox. You could have deleted it. Most people do.

YOU REPLIED

You wrote back, because you're always looking for a sharper way to reach investors.

AUG 21

First conversation. Market, model, and fit confirmed live, on the call.

TODAY

This proposal. The system you're evaluating is the same one that reached you.

If the research on this page feels specific, that's what every one of your 900,000 prospects receives.

SECTION 09 · ECONOMICS & NEXT STEPS

Same pilot. Wider scope.

Structured the way we discussed: a flat fee, no pay-to-play, an out clause instead of a lock-in.

$2,500
One-time implementation
$11,500
Per month
$0
Success fee or commission
90-DAY PILOT
14-DAY OUT CLAUSE
CRM INTEGRATION INCLUDED

Infrastructure is sized for 200,000 leads a month, where data is available, enough to cycle your full 800,000-record cold market inside 120 days. The shark tank runs alongside it at no incremental cost.

This week

Kickoff conversation

You're at headquarters. Bring it to your team while it's fresh.

On go-ahead

Onboarding form

Short intake, then the strategy build starts immediately.

Weeks 1–2

Infrastructure

Domains, warmup, both pools loaded. The quiet part done right.

Month 1

Live

Term maturity, DSCR rate-relief, and the shark tank sending together.

Pick a start date → troy@buzzlead.io  ·  nick@buzzlead.io