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    A simple, step-by-step guide

    Keep every client organized, from the first call to the finished sale.

    Open a client and follow the highlighted step. The card shows the next thing to do.

    One easy path

    From first call to closeout

    6 steps

    Added

    Add the client, then send your welcome packet.

    What the Added step looks like on a phone.

    Qualified

    Choose a day and time for the walkthrough.

    What the Qualified step looks like on a phone.

    Walkthrough

    Visit the home and complete the walkthrough form on your phone.

    What the Walkthrough step looks like on a phone.

    Contract

    Add the dates, review the filled contract, and email it.

    What the Contract step looks like on a phone.

    Booked & sale setup

    Create the sale, then organize the people and equipment you need.

    What the Booked & sale setup step looks like on a phone.

    Wrap up

    Finish the settlement, send the final paperwork, and request a review.

    What the Wrap up step looks like on a phone.

    Where to work

    Three simple views

    Use these buttons at the top of your client pipeline.

    Today

    Start here each morning. It shows the clients who need you next.

    Board

    Find every client, search by name, and open only the card you need.

    Calendar

    See walkthroughs, setup days, sale days and cleanouts by date.

    Only when you need it

    A little more help

    Open one answer at a time. Everything else stays out of the way.

    You do not have to remember all of this.

    Start on Today, open the client who needs you, and follow the highlighted action. That is enough.