Every other Wednesday from 1:00–3:00 PM EST / 12:00–2:00 PM CST, Tyler Austin, CEO of DataSift, hosts a FREE Live training available to all customers.
This 3-hour session teaches you how to run the entire lead management function inside DataSift — from the first seller call, through qualifying and follow-up, all the way to a closed deal. The #1 reason people cancel DataSift is "I don't use it enough." This training is the fix. It gives you a clear, structured system for turning leads into revenue.
Check out the latest recorded session below 👇
In this training, you'll learn:
The full Lead Manager role — what it is, why it matters, and how it feeds your acquisitions team
The DataSift Default Build — STABM, SiftLine boards, statuses, task presets, filter presets, and sequences
The 3-Phase Lead Flow — New Lead → Unqualified → Qualified, with temperature tracking and terminal statuses
The Daily Workflow — a 6-step priority order that keeps lead managers focused on the highest-value activity
The 7-Folder Custom Field Structure — 75 fields that capture everything underwriting needs to price a deal correctly
The CapEx Cheat Sheet — what to ask the seller about the roof, HVAC, plumbing, electrical, and junk, and why each one moves your offer
Quality Control — 4 audit filters that keep your pipeline clean
KPI Tracking — activity, pipeline, and disposition metrics with real benchmarks (150 dials, 25 conversations, 2–5 AQS/day)
Drip Campaigns — the Ghosting and Not Interested nurture sequences, SMS templates, and the critical gotchas that break sequences
By the end, you'll understand how to run lead management as a real system — not a bunch of disconnected calls — so your team can close more deals with less friction.
Adding the DataSift Customer calendar keeps you up to date on every upcoming Lead Management training and future live sessions — no need to check back here.
Download the Lead Management Plugin 🚀
We built a free plugin for Claude Cowork that automates the setup work from this training. Install it once and you'll get:
Your entire 75-field custom field structure built in DataSift in under 60 seconds — no clicking through the UI one field at a time
A personalized Lead Manager Training Manual (HTML + Word doc) branded to your company, with your lead managers' names baked into the SMS templates
A daily KPI bot that reads your Google Sheet and posts a summary to your Slack every weekday at 5 PM
Watch the Plugin Walkthrough
New to plugins? This Loom walks you through installing the plugin, linking a folder, and running each of the 4 skills end-to-end.
What's inside the plugin:
Setup My Training — a quick survey that captures your company name, your name, your lead managers, phone provider, and lead sources. Run this first. Everything else reads from it.
Build Custom Fields — auto-creates all 7 folders and 75 fields in your DataSift account via the API. You'll need to be logged into DataSift in Chrome with the Claude Chrome Extension connected.
Generate Training Manual — produces your personalized HTML training and Word manual, branded to your business.
Setup KPI Bot — walks you through Google Cloud + Slack setup, then schedules the bot to auto-run weekdays at 5 PM.
See More Recorded Sessions:
New sessions are added here every other week after the live training airs. Bookmark this page to catch replays.
Need Help or have questions?
Just click Talk to Us at the top right of your DataSift account to open up our support chat. We're here to help! 💬