Run the Pro MVP review
A 20-minute script forces the meeting around behavior: daily sessions, Relationship Review, approved-for-copy drafts/prep, manual outcomes, proof breadth, blocked risk, confusion, and return intent.
The missing artifact was not another feature. It was the review room.
The dashboard shows what a beta could measure. This operating-room kit tells Tim exactly how to run the review: what to read first, what decision thresholds matter, what to remove from scope, and which safety failures block a launch.
Write the decision memo
A one-page memo converts mixed feedback into proceed / simplify / pause with an explicit next action and safety owner.
Debrief without hype
A five-slide local deck summarizes the pilot case without promising leads, automation, income, compliance, or public launch readiness.
Operating-room workflow.
Use this sequence after a fictional review or after a real pilot that Tim has explicitly approved with participant criteria and data policy.
Open dashboard
Read daily Money List sessions, Weekly Relationship Review, approved-for-copy drafts/prep, manual outcomes logged, relationships with attached proof, blocked risks, and return intent.
Ask the script
Walk through five questions: habit, value, specificity, safety, and second-week pull.
Score go/no-go
Proceed only if weekly behavior is strong and approval gates remain understandable.
Write memo
Choose the next scope: Pro beta, simplified beta, or no-sell redesign.
Debrief
Turn the memo into a one-page deck for Tim — still local-only, no outreach or launch.
Local decision simulator
Pick the dominant pilot signal.
This selector is local-only, uses buttons only, and sends nothing. It previews how the operating-room memo should frame the next move.
One page, no theater.
DecisionProceed to paid beta / run one simplified free week / do not sell yet.
WhyWeekly Review completion, daily Money List behavior, approved-for-copy drafts/prep, manual outcomes, relationships with attached proof, blocked risks, return intent, and confusion points.
Next scopeWhich Pro MVP habits stay in week one; which broad modules remain deferred labs.
Safety ownerWho approves data, facts, claims, public copy, vendor/resource names, testimonials, and every external action. Approved-for-copy is not proof of contact.
Do-not-do listOutreach, forms, checkout, ads, CRM/MLS writes, private data, public publishing, and autopilot sends remain blocked.
Meeting script
Five questions that prevent feature drift.
- Did the agent complete the weekly review without being pushed?
- Which drafts or prep briefs were approved for manual use after the agent edited/reviewed them?
- Which Money List relationship created the clearest “I would have missed this” proof moment?
- Which blocked risks would have become unsafe if automated?
- Would the agent return next week if Realtor Hub still sent nothing and connected to no CRM/MLS/email/SMS/calendar systems?
One-page debrief deck.
The deck is deliberately short so it can be read at 9am without selling vapor. The downloadable kit includes a markdown version and printable pack.
Downloadable operating-room kit.
The ZIP contains blank templates plus a fictional filled sample. Everything is local and review-only.
Operating-room kit
Review script, memo, debrief deck, scorecard, risk agenda, printable pack, and fictional sample.
Download ZIPPrint/PDF kit
Open the one-page browser pack for a quick executive review.
Open printableFictional filled memo
See a safe example using no real agents, clients, CRM, MLS, brokerage, or transaction data.
Open sampleSafety wall
AI drafts. Humans approve.
AI may draft, organize, summarize, score, route, identify missing facts, prepare local review files, and create fictional/sample reports. Humans approve participants, data sources, facts, claims, public copy, vendor/resource recommendations, testimonials, any sending or publishing, lead capture, paid ads, account setup, CRM/MLS/system changes, legal/compliance-sensitive statements, and every external action. Realtor Hub approval means approved-for-copy/manual use only — not sent.
No external actions.
- No outreach, recruiting, posting, publishing, scraping, email/SMS sending, lead capture, checkout, account creation, terms acceptance, analytics, or paid ads.
- No private CRM/MLS/brokerage/lender/vendor/buyer/seller/transaction data.
- No CRM, MLS, calendar, email, SMS, ad platform, brokerage, lender, vendor, or transaction-system integration or writes.
- No legal, tax, lending, pricing, disclosure, contract, agency, fair-housing, endorsement, testimonial, advertising, or compliance-sensitive claims without human/professional review.
Next best build
The guided week-one review wizard is now available.
Use the local wizard to export weekly report JSON/markdown from fictional or explicitly approved inputs only — still no forms posting, accounts, CRM/MLS, email, ads, lead capture, or external action.