Help Center

How to do everything, written down.

22 step-by-step guides for the daily rhythm, the family pipeline, the candidate pipeline, documents, and settings. Everything you need to run the agency without asking for help.

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Browse by topic

Getting started

Open the dashboard, find what you need, set the day's pace.

3 guides →

Daily workflows

What to do every morning; how to clear the queue.

3 guides →

Family pipeline

From inquiry to placement, in order.

6 guides →

Candidate pipeline

Phone screens, interviews, references, the approved pool.

3 guides →

Documents and contracts

Generators for engagement letters, staff contracts, match summaries, interview prep.

2 guides →

Communication

Templated emails, the nurture sequence, Gmail thread tracking.

3 guides →

Settings and admin

Team, integrations, fees, deployment.

2 guides →

Getting started

Open the dashboard, find what you need, set the day's pace.

  1. A tour of the dashboard

    4 min

    What every page is for, in one read.

  2. Your first day with the system

    5 min

    What to set up before you take a real inquiry.

  3. How the Next Best Action works

    4 min

    One button per card; the system computes the right next move.

Daily workflows

What to do every morning; how to clear the queue.

  1. Your daily 15-minute rhythm

    4 min

    What to clear, in order, every morning.

  2. Handling stuck cards

    3 min

    What to do when a card has gone quiet for 5+ days.

  3. Using the placement kanban

    4 min

    Drag, drop, click, advance.

Family pipeline

From inquiry to placement, in order.

  1. Handling a new family inquiry

    4 min

    What happens automatically and what you do.

  2. Scheduling a discovery call

    3 min

    30 minutes, Google Meet, on the family's calendar.

  3. Generating a Family Engagement Letter

    3 min

    Pre-filled, in the family folder, ready for review.

  4. Generating a Match Summary

    4 min

    A curated-introductions Doc with 3-5 candidates per family.

  5. Generating an Interview Prep packet

    3 min

    Role-aware questions, HEXACO prompts, decision rubric.

  6. Moving a family through stages

    3 min

    Three ways to advance: NBA, drag, or 'Move to a different stage'.

Candidate pipeline

Phone screens, interviews, references, the approved pool.

  1. Handling a new candidate application

    4 min

    What lands automatically; what you do next.

  2. Building the Approved Pool

    4 min

    From application to introduction-ready.

  3. Running reference checks

    3 min

    Three references, four statuses each, free-text notes.

Documents and contracts

Generators for engagement letters, staff contracts, match summaries, interview prep.

  1. Generating a Household Staff Contract

    4 min

    Family-staff employment agreement with role-aware defaults.

  2. Finding every document for a record

    2 min

    Linked artifacts at top + Documents on file below.

Communication

Templated emails, the nurture sequence, Gmail thread tracking.

  1. Sending a templated email

    3 min

    11 concierge-voice templates pre-filled with merge fields.

  2. The 5-email nurture sequence

    4 min

    Walks cold inquiries through 5 emails over 21 days.

  3. Tracking email replies

    2 min

    Gmail thread search on every detail panel.

Settings and admin

Team, integrations, fees, deployment.

  1. Adding and removing team members

    2 min

    Allowlist controls who can sign in.

  2. Settings page reference

    3 min

    What every section is for.