Brivity Setup Checklist for a New Acquisitions Team (2026)

Setting up Brivity for a new acquisitions team is not just about turning on features.

It’s about building a system that:

• Routes opportunities quickly

• Keeps agents accountable

• Maintains consistent follow-up

• Moves deals from first contact to close without friction

Most teams fail at setup because they:

• Overbuild automation too early

• Import messy data

• Skip workflow design

• Focus on tools instead of outcomes

This checklist gives you a clean, execution-focused setup process so your team can start producing immediately.

Phase 1: Define Your Acquisition Model (Before You Touch the CRM)

Before logging into Brivity, define how your team actually acquires deals.

Clarify Your Lead Sources

• Paid ads (Facebook, Google)

• Inbound website leads

• Cold outreach (calls, texts)

• Referrals

• Data-driven lists (off-market signals)

Define Your Core Goal

• High lead volume

• High conversion quality

• Speed to contact

• Appointment generation

• Contract acquisition

Your CRM setup should match your acquisition strategy, not the other way around.

Phase 2: Build Your Pipeline Structure

Your pipeline is the backbone of Brivity.

Create Clear Pipeline Stages

Use simple, actionable stages:

• New lead

• Attempted contact

• Contacted

• Qualified

• Appointment set

• Appointment completed

• Offer made

• Under contract

• Closed

• Dead / nurture

Rules for Each Stage

• Each stage must have a clear next action

• No “dead zones” where leads sit without tasks

• Every stage should trigger follow-up or movement

If a lead can sit without action, your pipeline is broken.

Phase 3: Set Up Lead Routing Rules

Lead routing is one of Brivity’s strongest features, use it correctly.

Define Routing Logic

• Round robin (equal distribution)

• Performance-based routing

• Source-based routing

• Territory-based routing

Set Response Expectations

• First contact attempt within 5 minutes

• Multiple follow-ups in first 24–48 hours

• Automatic reminders if no contact is made

Assign Backup Rules

• If no response, reassign lead

• Escalate high-value leads

Speed to contact is one of the biggest conversion drivers, routing must support it.

Phase 4: Build Follow-Up Sequences

This is where most teams overcomplicate things.

Start Simple

Create 3 core sequences:

1. New Lead Sequence

• Immediate call + text

• Follow-up attempts over 3–7 days

• Mix of calls, texts, and emails

2. Nurture Sequence

• Weekly or biweekly check-ins

• Value-based messaging (not just “Are you ready?”)

• Long-term follow-up (30–90 days+)

3. Appointment / Offer Follow-Up

• Confirmation reminders

• Post-appointment follow-up

• Offer status check-ins

Keep This Rule

• Automation supports agents

• Automation does not replace conversations

Over-automation reduces effectiveness.

Phase 5: Import and Clean Your Data

This is where most setups go wrong.

Only Import What Matters

• Active leads

• Warm prospects

• Recent contacts (last 3–6 months)

• Current deals

Do NOT Import

• Dead leads

• Old lists with no activity

• Contacts without context

Tag Everything Clearly

• Lead source

• Status

• Priority level

• Timeline

Clean data = faster conversion and less confusion.

Phase 6: Set Up Agent Workflows

Agents don’t need complexity, they need clarity.

Daily Agent Workflow Should Be:

• New leads → immediate contact

• Follow-ups → scheduled tasks

• Appointments → confirmed and tracked

• Deals → updated daily

Keep It Simple

• No more than 3–5 daily priorities

• Clear expectations per stage

• No guesswork on what to do next

Confused agents = slow pipeline.

Phase 7: Build Accountability and Reporting

Brivity shines here, use it.

Track Core KPIs

• Speed to lead

• Contact rate

• Appointment set rate

• Offer rate

• Close rate

Set Minimum Standards

• Calls per day

• Follow-ups per lead

• Time to first contact

Use Dashboards

• Daily performance tracking

• Weekly reviews

• Agent comparisons

What gets tracked gets improved.

Phase 8: Test Before Full Launch

Do not launch blind.

Run Internal Testing

• Send test leads through routing

• Check automation triggers

• Verify tasks and notifications

• Simulate full pipeline movement

Fix Before Scaling

• Routing delays

• Broken automations

• Missing tasks

A broken system at scale creates chaos.

Phase 9: Launch With a Controlled Rollout

Don’t onboard the entire team at once.

Start With:

• 1–2 agents

• Real leads

• Real workflows

Refine

• Adjust sequences

• Improve routing

• Fix friction points

Then Scale

• Roll out to full team

• Standardize best practices

Small rollout = fewer mistakes.

Where Most Brivity Setups Fall Short

Even with a perfect setup, many teams still struggle.

Not because of Brivity.

Because of what feeds it.

Common issues:

• Lead quality is inconsistent

• Ad costs are high

• Too many low-probability conversations

• Agents spend time on leads that don’t convert

This is where teams hit a ceiling.

Where Goliath Changes the Setup Entirely

Brivity helps you:

Manage your pipeline

Goliath helps you:

Improve what enters your pipeline

Instead of feeding Brivity with:

• Cold leads

• Paid traffic

• Broad lists

Goliath feeds your team with:

• High-probability seller signals

• Better-timed opportunities

• More qualified conversations

So your setup doesn’t just run smoothly…

It actually produces better results.

Best Practice in 2026 (What Top Teams Do)

Top acquisitions teams don’t rely on one system.

They combine:

• Goliath → Opportunity generation

• Brivity → Pipeline management

This gives them:

• Better inputs

• Better conversion

• More predictable deal flow

Final Takeaway

A strong Brivity setup will:

• Route leads quickly

• Keep agents accountable

• Maintain consistent follow-up

• Track deals from start to finish

But even the best setup won’t fix:

Weak lead quality
Inconsistent opportunity flow

That’s not a CRM problem. That’s a pipeline problem.

And the teams that win in 2026 don’t just set up better systems.

They feed those systems with better opportunities.