Your acquisitions team is winging it.
No script library. No comping protocol. No 45-minute prep system. They walk into appointments and pray. The deals you should be closing are walking out the door with someone else's contract.
The REI Operating SystemWholesale in a Box.
Wholesale in a Box.
Stop reinventing the operations wheel.
10 playbooks. 5 linked databases. The actual operating system used to run a real wholesaling shop. Drop it in your Notion, plug in your team, run your business through it.
One-time. Lifetime access. No subscription. 14-day refund, no questions.
The Wall
The wall every REI operator hits.
Nobody can tell you who owns what.
You ask a simple question and get three different answers. The dispo team thinks marketing handles buyer follow-up. Marketing thinks dispo does. Nobody does. There's no RACI because there's no system.
Onboarding new hires is a guessing game.
You hand them a Loom video, a half-finished doc, and 'just shadow somebody for a week.' Then you wonder why they ramp slowly and quit at month four.
You ARE the system.
If you took two weeks off, the business would seize up. That's not a business — that's a high-paying job that owns you.
Your tech stack is a graveyard of half-implemented tools.
Dialer here, CRM there, comping somewhere else, and three Google Sheets nobody trusts. Your team works around the system instead of through it.
Every meeting is a status report.
No huddle cadence. No briefing structure. No accountability rhythm. Just calendars full of 'syncs' that produce vibes instead of decisions.
You don't have a lead-gen problem. You have an operations problem.
What's Inside
What's actually in the box.
Not a course. Not a checklist. The actual operational documentation, scripts, databases, and cadences that run a working REI shop.
10 Playbooks
The Acquisitions Playbook
Pre-appointment 45-minute prep protocol. Scripts library. Chris Voss negotiation toolkit. Property comping mastery. Net Sheet warfare. Quick refs for pre-, at-, and post-appointment. Self-generated lead playbook. Difficult situations playbook. Deal structures deep dive.
The Lead Management Playbook
Lead routing logic. Speed-to-lead standards. Contact cadence by lead type. Disqualification criteria. CRM hygiene rules. The handoff protocol from LM to AE that actually preserves deal momentum.
The Dispo Playbook
Buyer relationship management as strategy, not call center. Pricing intelligence. Buyer list hygiene. Inquiry triage. Sales training that converts. Stop treating dispo like inventory clearance.
The Deal Desk Playbook
Underwriting framework. Deal qualification gates. Green light call protocol. Maximum Allowable Offer logic. The 'should we make this offer' decision tree your team can actually run without you in the room.
The Transaction Playbook
From contract to close without phone tag. Title coordination. Document checklist. Buyer-side and seller-side workflows. The TC role defined so it stops being a junior admin position.
The Sales Manager Playbook
How to actually manage an REI sales team. 1:1 cadence. Coaching frameworks. Performance management. The metrics that matter and the metrics that lie. Plus how to fire people without legal risk.
The HR Playbook
Hiring scorecards by role. Interview question banks. Offer letters. Onboarding sequences. Offboarding sequences. The 30-60-90 day plans that turn new hires into producers.
The Onboarding Playbook
Day-by-day, week-by-week ramp plan for every role. New hire training tracks. Tool access checklists. Culture integration. Stop the 'figure it out' welcome experience.
The Tech Playbook
Tool selection criteria. Implementation playbooks. Integration documentation. Who owns what tool. How to evaluate new vendors. How to kill old ones. Your stack as a strategic asset, not a museum.
The Operations Playbook
17 SOPs covering daily, weekly, monthly, quarterly, and as-needed operations work. The cadence that runs the business when you're not in the room.
5 Linked Databases
Team Directory
Every role mapped to a person, with reporting lines, access permissions, and emergency contacts.
RACI Matrix
Responsible / Accountable / Consulted / Informed for every key process. Ends 'I thought you were doing that' forever.
Roles & Responsibilities
Detailed job scope per role. What they do. What they don't. The expectations doc you wish you'd had on day one.
Meetings, Huddles, & Briefings
Your operating cadence as a database. Daily standups, weekly leadership, monthly reviews, quarterly planning. With agendas.
Tech Stack
Every tool with owner, purpose, vendor contact, contract terms, and renewal date. Stops being a black box the day you install this.
Pricing
Pick your level.
Single playbook, the whole system, or the system with implementation help.
Acquisitions Playbook
$197one-time
Just the AE engine. The single highest-pain playbook, standalone.
- →30+ subpages of acquisitions content
- →Pre/at/post-appointment quick refs
- →Chris Voss negotiation toolkit
- →Net Sheet templates
- →Property comping mastery
Flagship
Wholesale in a Box
$997one-time
The whole operating system. 10 playbooks, 5 linked databases, Setup Wizard, the works.
- →All 10 playbooks above
- →All 5 linked databases (RACI, Team, Roles, Meetings, Tech Stack)
- →Setup Wizard — plug your company name in once, it propagates
- →Find & Replace Checklist for full customization
- →Vendor + Partners reference + 2026 Planner
- →Lifetime access. No subscription. No upsells.
Done-With-You
$1,997one-time
The flagship plus implementation help. For COO-level buyers who want to hit the ground running.
- →Everything in Wholesale in a Box
- →2× 60-min onboarding & customization calls with Tisa
- →30-day Slack/email Q&A access
- →Custom RACI mapping help
- →Setup completed in your workspace, not just delivered
Enterprise — multi-seat license + custom mapping
For PE-backed REI operators, franchise/multi-brand companies, and 50+ team operations. Custom RACI built against your org chart, multi-seat license, 90-day Slack support.
The Fit
This is for you if…
- ✓You're closing 25-100+ deals a year and want to scale past your own bandwidth
- ✓You have a team (offshore, in-office, or hybrid) and need real role definition
- ✓You're tired of being the bottleneck on every decision
- ✓You use Notion, or you're willing to use Notion
- ✓You'd rather install a proven system than spend 6 months writing one
- ✓You believe ops infrastructure is what separates the operators from the order-takers
This is NOT for you if…
- ✗You're solo and brand new and just need to learn how to wholesale (this is operations, not training)
- ✗You refuse to use Notion under any circumstances
- ✗You want a course with weekly coaching calls (this is documentation, not curriculum)
- ✗You expect a turnkey system you don't have to think about (you'll fill in your own data)
- ✗You think 'good enough' Sheets and Slack threads will scale forever
Questions
Real questions, real answers.
Is this a course?+
No. This is operations infrastructure you install in your business. No videos to watch. No homework. You drop it in Notion, plug in your team, and run your company through it.
What if I don't use Notion?+
You'd need to start. Notion's free tier handles this whole system. We chose Notion because the linked databases, synced blocks, and templating make a system this deep actually usable. Flatten it to Word docs and you'd lose 70% of the value.
How customizable is it?+
Drop your company name into the Setup Wizard once and it propagates everywhere it appears as body content. For places synced blocks can't reach (titles, headers), there's a Find & Replace Checklist. About 20 minutes from purchase to fully branded.
Will this work for my market?+
Yes. Everything is geography-neutral. No specific cities, states, or counties baked in. You set your target market once in the Setup Wizard.
How is this different from a Gumroad SOP template?+
Most Gumroad SOP templates are 5 docs of generic ops theory written by someone who's never closed a deal. This is a 200+ page system pulled directly from a working REI operation, with 17 active SOPs, a real RACI, and the actual scripts the AE team uses.
How is this different from REI BlackBook or a coaching program?+
REI BlackBook is software. Coaching programs are curriculum. This is documentation — the operating system that runs underneath both. You can use it standalone, or alongside whichever tools and coaches you prefer.
Do I get updates?+
We update the master template as the playbook evolves. Buyers get a refreshed link periodically. There's no subscription — once you own it, you own it.
Refund policy?+
If it's not what you expected, email within 14 days for a full refund — no questions, no awkward survey. We'd rather you get your money back than feel stuck.
Free
Get the RACI + Roles & Responsibilities databases.
Pulled straight from the flagship. The two databases that end "I thought you were doing that" conversations forever. Free to your inbox.
Last Step
Stop building the operating system. Install it.
You can spend the next 12 months writing your own playbooks, mapping your own RACI, building your own onboarding, and pretending the parts you skipped aren't the reason your team is stuck.
Or you can install a system that already works, customize it to your shop in an afternoon, and get back to closing deals.
Install Wholesale in a Box — $997One-time. Lifetime access. 14-day refund.