Monday client send email

Copy this into Gmail.

This is the cleanest client-facing note for Monday: one prep link, an optional direct demo link, no private Hub access, and a clear ask for one real launch idea.

Open Client Email Page Open Monday Demo Link Open screenshots PDF

Final client send checklist

Send this. Nothing extra required.

Required link

Client Email Landing Page

This is the one URL to send before the call: https://askaires.com/sales-deck/monday-client-email/

Primary action

Monday Demo Link

The client sees this as the first button after opening the email landing page, then reviews Rising Hills and the Lead Hub walkthrough path.

Optional backup

Current screenshots PDF

Keep it in the email as optional visual backup, not as required homework.

Do not include

Private Hub access

No admin links, no agent links, no credentials, and no protected Hub shortcuts before the guided walkthrough.

Paste-ready email

Use this as the client note.

Subject Email

Hi [Name],

I wanted to send over the AIRES working demo before our walkthrough.

Start here:
https://askaires.com/sales-deck/monday-client-email/

That is the only link you need before the call. It opens a short prep page with the Monday Demo Link as the primary action:

1. Open the Monday Demo Link
2. View the Rising Hills public website
3. Review the Lead Hub overview and its client walkthrough path
4. Bring one real launch idea to discuss

You do not need to study every page. The goal is to see the shape of the system, then bring one practical example we can map during the call.

Direct demo link, if you want to skip straight to it:
https://askaires.com/sales-deck/monday-demo-link/

After 10 minutes, you should have a clear picture of what a brokerage gets:

- A polished community or campaign website
- Lead capture that preserves visitor context
- A private Hub for routing, agent follow-up, accountability, and CRM/export readiness
- A launch path that can start with one community, agent group, listing campaign, or registration workflow

No private Hub login is needed before the walkthrough. I will screen-share that part live so the dashboard, lead inbox, lead detail, routing, Smart Lists, agent portal, broker accountability view, launch checklist, and CRM/export path make sense in context.

The walkthrough is simple:

- Send: this is the one public prep link
- Click: review Rising Hills and the Lead Hub overview
- Share: I will screen-share the private Hub live
- Close: we choose one first-launch path to evaluate

Optional visual backup:
https://askaires.com/sales-deck/useaires-front-end-current.pdf

Helpful questions to bring:

- Which community, project, agent group, or listing campaign would you launch first?
- Who should own new buyer, seller, registration, and listing leads?
- Which CRM, spreadsheet, or reporting process would AIRES need to support?

Best,
Jackson

Open email draft

Guardrails

Keep the first touch simple.

Send one required link

Use the Client Email Landing Page as the only required pre-call URL. It keeps the first touch calm and gives the client one obvious next action.

Keep the PDF optional

The current screenshots PDF is useful backup, but it should not become homework before the walkthrough.

Screen-share the Hub

Show the private Hub live during the call so lead inbox, lead detail, routing, accountability, agent portals, broker dashboard, launch checklist, and CRM/export readiness have context.

Follow up after context

After the walkthrough, send What You Get or Proposal Review based on whether the client is recapping or ready to scope the first launch.

Operator links

Open the supporting pages from here.

Monday Send Control Operator page for before-call and after-call sends. /sales-deck/monday-send-control/ Client Email Landing Page The link to send before Monday. /sales-deck/monday-client-email/ Monday Demo Link Primary action inside the client email page. /sales-deck/monday-demo-link/ Lead Hub Walkthrough Public explanation of the send, click, share, close path. /lead-hub/#walkthrough Screenshots PDF Optional visual backup. /sales-deck/useaires-front-end-current.pdf Presenter Start Open internally before the call. /sales-deck/monday-presenter-start/ What You Get Post-demo recap path. /sales-deck/what-you-get/ Proposal Review Post-demo approval path. /sales-deck/proposal-review/