Client Email Landing Page as the required first link, with Monday Demo Link, Working Demo, Client Demo Guide, Rising Hills public preview, Lead Hub overview, Rising Hills brief, PDF brief, pricing, and public screenshots PDF as supporting material.
These are public links that explain the value before anyone touches the private Hub, but the Client Email Landing Page stays the clean first click.Monday client handoff
Send the clean link. Screen-share the private Hub.
Use this page before sending the demo package. It separates public client links from guided/protected Hub screens so the walkthrough feels polished and access stays intentional.
Monday sharing rules
Zero ambiguity before the client gets a link.
Email-ready package
Give the client one clear path instead of a pile of links.
One-link send flow
Required link: Client Email Landing Page.
Everything else is supporting material, fallback collateral, or live screen-share material. This keeps the first client touch simple and avoids making them decode a list of internal demo links.
Primary send
Send only the Client Email Landing Page as the required pre-call link. It opens with the Monday Demo Link as the primary action.
What it tells them
The guide tells them to view Rising Hills, review the Lead Hub, and bring one real launch idea.
What you show live
Screen-share Broker Dashboard Presenter Mode first, then Command Center, Launch Wizard, Go-Live Handoff, Launch Artifact Vault, Security Review, inbox, registration, routing, reports, agent portal, and proposal workflow.
What you close into
Use launch intake, post-demo decision path, CRM worksheet, and Proposal Builder after the walkthrough.
Monday Send Control
https://askaires.com/sales-deck/monday-send-control/Use this first. It separates the client-facing pre-call link, live presenter path, post-call handoff, and internal archive/proof links.
Monday Handoff
https://askaires.com/sales-deck/monday-handoff/Use after the call as the single client-safe follow-up index: recap, decide, lock, scope, approve, launch.
Client Email Landing Page
https://askaires.com/sales-deck/monday-client-email/Make this the only required pre-call link. It opens with one calm prep page, points to the Monday Demo Link, and asks the client to bring one real launch idea.
Client Demo Guide
https://askaires.com/sales-deck/client-demo-guide/Use this when the client wants the deeper feature map, detailed prep path, and decision-maker forwarding copy.
Rising Hills
https://askaires.com/rising-hills/#client-previewUse as the concrete community case study if the client asks for the working example directly.
Lead Hub overview
https://askaires.com/lead-hub/Use as the public product explanation before the protected Hub screen-share.
Public screenshots PDF
https://askaires.com/sales-deck/useaires-front-end-current.pdfKeep this as backup collateral. It was refreshed after the client-facing copy polish, so it now matches the public review path, Rising Hills preview, Contact launch intake, and live private-Hub walkthrough framing.
Safe to send
These links can go directly to a client before Monday.
Monday Handoff
https://askaires.com/sales-deck/monday-handoff/Send after the walkthrough as the clean client-safe path through recap, Decision Room, Scope Lock, CRM worksheet, Proposal Review, and First Launch Plan.
Working Demo
https://askaires.com/sales-deck/working-demo/Use as the first action inside the Monday Demo Link. The cleaner pre-call send is the Client Email Landing Page, which points the client here through the short review path.
Client Demo Guide
https://askaires.com/sales-deck/client-demo-guide/Send as supporting detail if the client wants the longer guided path through the public demo and Hub explanation.
Rising Hills Demo
https://askaires.com/rising-hills/#client-previewShows the public community website, curated listings, sitemap concept, calls to action, and public Client Preview Mode.
Lead Hub Overview
https://askaires.com/lead-hub/Explains the private operating layer without exposing actual admin screens.
Rising Hills Brief
https://askaires.com/sales-deck/rising-hills-brief/Short leave-behind for a broker who wants the business case in one page.
Attach or link after the call as a polished summary. It matches the current brief, public review path, and request-demo next step.
First Launch Plan
https://askaires.com/sales-deck/first-launch-plan/Use when the conversation turns to private scoping, launch path, and monthly support fit.
Monday operator path
Use this sequence when you are running the demo.
Send the public review path
Email the Client Email Landing Page first. It gives the broker one clean prep path into Rising Hills, the Hub overview, and the product story without private credentials.
Sign in as the Rising Hills broker demo account
Use the role-specific Rising Hills broker-admin demo account, then open the Broker Dashboard Presenter Mode view before the call.
Confirm presenter cockpit
Open /admin/dashboard?client_id=client_rising_hills and confirm it shows Presenter Mode, Presenter Start Here, Client Demo Command Center, Post-Demo Follow-Up Pipeline, and the selected Rising Hills client context.
Walk the protected workflow live
Screen-share Broker Dashboard Presenter Mode, Command Center, Launch Wizard, Go-Live Handoff, Launch Artifact Vault, Security Review, Lead Inbox, Smart Lists, Registration, Agent Queue, Routing, and Proposal Builder in that order if time allows.
Close into first-launch scope
Ask for the first community/project, roster, listing links, routing rules, CRM/export needs, launch timeline, and support package.
Screen-share first
These screens are powerful, but they belong in a guided walkthrough.
Broker Dashboard Presenter Mode
/admin/dashboard?client_id=client_rising_hillsPresenter Mode top band, four first-show proof paths, Presenter Start Here cockpit, client demo launchpad, post-demo pipeline, lead health, stale follow-up, source quality, and agent accountability.
Broker Launch Wizard
/admin/launch?client_id=client_rising_hillsLaunch checklist, blockers, Hub access proof, session sign-ins, fallback usage, and client handoff summary.
Go-Live Handoff
/admin/handoff?client_id=client_rising_hillsFinal readiness score, blockers, client review links, protected Hub links, and copyable go-live recap.
Launch Artifact Vault
/admin/artifacts?client_id=client_rising_hillsProtected proof archive for go-live approvals, broker handoff packets, CRM/import proof, access/security exports, follow-up logs, launch-intake exports, and support-ready operations artifacts.
Security Review
/admin/security?client_id=client_rising_hillsProduction readiness proof for named access, live session checks, CSRF-protected writes, client isolation, agent boundaries, shared fallback phase-out, and formal review status.
Meeting Tracker
/admin/meetings?client_id=client_rising_hillsClient conversation follow-up, proposal stage, decision owner, next touch date, and post-demo accountability.
Lead Inbox
/admin/leads?view=newLead routing, status, priority, assignee, AI insight, and action controls.
Smart Lists
/admin/smart-lists?client_id=client_rising_hillsSaved follow-up queues, broker/team/agent-visible sharing context, and reusable filters for accountability.
Registration Event
/admin/registration/reg_rising_hills_model_homeModel-home visitor capture, follow-up queues, owner, packet, and CSV export.
Agent Queue
/agent/leads?view=allThe simplified view an agent uses for their own leads and follow-up.
Client Settings
/admin/settings/clientsBranding, domains, plan tier, enabled modules, support package, and feature flags.
Proposal Builder
/sales-deck/proposal-builder/How the demo turns into launch scope, package selection, support tier, and proposal follow-up.
Fallback visuals
Keep these open so the call never depends on one tab.
Public screenshots PDF
https://askaires.com/sales-deck/useaires-front-end-current.pdfUse if a public page or network connection stalls. It shows the current website, Rising Hills, pricing, Lead Hub overview, launch-intake path, and refreshed client-facing walkthrough language.
Lead Hub screenshots PDF
https://askaires.com/sales-deck/aires-lead-hub-screenshots.pdfUse as a sanitized Hub visual backup if protected auth slows down during the call. It now includes the Broker Dashboard Presenter Mode top band, Presenter Start Here cockpit, Command Center, Launch Wizard, Go-Live Handoff, Security Review, and Meeting Tracker.
Backend screenshots PDF
https://askaires.com/sales-deck/lead-hub-backend-current.pdfUse when the broker wants to understand admin depth: Presenter Mode, presenter cockpit, dashboard command center, post-demo follow-up pipeline, meeting follow-up, routing, registration, exports, reporting, setup controls, and production-readiness proof.
Deck image set
https://askaires.com/sales-deck/demo-assets/Use for individual screenshots and quick access to homepage, Lead Hub, routing, agent page, and property/community visuals.
Access rules
Keep credentials out of the first client email.
- Do not put shared admin credentials in the client-facing demo email.
- Screen-share protected Hub screens first so the client understands the workflow before touching credentials.
- Use the dedicated broker-admin demo account when preparing the call.
- For the Rising Hills client workspace, sign in with the dedicated Rising Hills broker-admin demo account when you need role-specific broker/admin access.
- If direct access is needed, send credentials separately and rotate them after the review window.
- Use role-specific access whenever possible: broker/admin for operations, agent login for agent portal only.
- A signed-out 401, 403, or Hub login redirect is expected behavior for protected links.
Readiness boundary
Know exactly what is demo-ready, launch-ready, and scale-ready.
Safe to show Monday
- Public Client Email Landing Page path, Monday Demo Link, Working Demo, Rising Hills site, Lead Hub overview, pricing, brief, optional Client Demo Guide, and screenshot PDFs.
- Protected Hub screen-share for Broker Dashboard Presenter Mode, Command Center, Launch Wizard, Go-Live Handoff, Launch Artifact Vault, Security Review, inbox, Smart Lists, routing, registration, reports, agent queue, and client settings.
- `pnpm demo:monday` and optional session-auth checks before the call.
Harden for paid use
- Create role-specific Hub users for the client and avoid shared credentials for client access.
- Replace demo seed data with the client's real community, roster, listings, routing, and support package.
- Confirm notification, export, CRM handoff, privacy, security review, and data-retention expectations in writing.
Protect the operating system
- Keep client isolation, auth hardening, and secret-hygiene checks in the deploy path.
- Move production CRM/API credentials into Worker secrets or the per-client secret reference flow.
- Run live/session-based integration checks before unrelated brokerages share the same production deployment.
Copy-ready email
Use this to send the demo without over-explaining it.
Pre-call email
Post-call recap
Before sending
Run the quick sanity pass.
- Run `pnpm demo:monday:private` from this machine and confirm public links, public PDFs/images, expected protected responses, TypeScript, build, secret hygiene, client-isolation checks, registration health, D1 health, signed-in Hub health, and session login smoke pass.
- Open the Client Email Landing Page and confirm it is still the required first client link, with Monday Demo Link as the primary action and Client Demo Guide as supporting detail.
- Open the Rising Hills public demo and Lead Hub overview in a normal browser tab.
- Sign into the Hub in a separate private/admin tab before the call starts using the Rising Hills broker-admin demo account.
- Open the Broker Dashboard Presenter Mode view and confirm the selected client is Rising Hills before screen-sharing private workflows.
- Open Security Review and confirm it shows live session checks, client isolation, agent boundary, shared fallback phase-out, and formal review status before using it as production-readiness proof.
- Keep screenshot PDFs open as fallback visuals if live auth or network conditions slow down.