Start with the CRM. Complete Chapter 0 and Instructions, open the guide matching your role, then use Chapters 5-9 as detailed implementation, ads, recruiting, AI, template, reporting and proof playbooks.
Start here regardless of role: create the organization, accept the Privacy & Data Policy, and log in for the first time.
Chapter i · EveryoneA five-minute map of the whole CRM in plain language, before diving into your role's detailed guide. Ends with where to get help.
Chapter 1Full org control — set up the team, rates, goals, and every screen a Master/Sales Manager sees.
Chapter 2Same CRM, scoped to one line — what's different from the Manager view, and what a Leader can and can't do.
Chapter 3The daily workflow — personal pipeline, clients, and performance, with the team-oversight pages removed.
Chapter 4The smallest, most focused role — working an assigned lead base and checking agent availability.
Chapter 5The complete 14-day CRM rollout: ownership, stages, fields, permissions, migration, testing, training, adoption, backup and sign-off.
Chapter 6Run Meta and Google lead campaigns, landing pages, CRM routing, follow-up, recruiting, measurement and a 30-day launch plan.
Chapter 7Use 25 editable prompts for CRM preparation, follow-up, coaching, ads, recruiting, reporting and training without exposing private information.
Chapter 8Use the complete editable vault for sales, follow-up, appointments, objections, clients, renewals, recruiting, onboarding and management.
Chapter 9Build a metric dictionary, CRM dashboard, ROI model, evidence register, monthly report and permission-safe case studies.