Client Email Landing Page
The only required client link before the call. It opens a prep page with the Monday Demo Link as the primary action and keeps private Hub access out of the first email.
OpenMonday demo snapshot
Frozen package for the client walkthrough.
This page captures the exact package to send and present: one required client link, a stable screen-share order, readiness proof, fallback collateral, and the post-call follow-up path.
Client send rule
One required link before the call.
Everything else is optional support or live screen-share material.
Client path
What the client should review.
Rising Hills Case Study
Shows the public community website, curated listing strategy, registration paths, and the brokerage operating story.
OpenLead Hub Overview
Explains how public demand connects to routing, assignment, agent portals, accountability, CRM handoff, and reporting.
OpenOne Launch Idea
Ask the client to bring one real community, project, event, or agent team that would make a strong first AIRES launch.
OpenPresenter order
Run the call in this order.
Frame the one-link package
Start with the Client Email Landing Page and explain that the client can review the public path without needing a private Hub login.
Open screenShow Rising Hills
Walk through the community site, sitemap, curated listings, event registration, and simple inquiry paths.
Open screenScreen-share the Hub
Open Broker Dashboard Presenter Mode, then branch into the inbox, Smart Lists, routing, registration, meeting tracker, and agent views.
Open screenClose on the first launch
Confirm the first launch idea, owner, CRM/export path, support tier, proposal timing, and next follow-up.
Open screenQA proof
Readiness proof to verify before Monday.
Readiness gate
Run pnpm demo:monday:private from this machine before presenting.
Public links
Working Demo, Monday Demo Link, Rising Hills, Lead Hub, Pricing, Contact, PDFs, and screenshots are checked.
Protected boundaries
Admin and agent Hub routes are expected to require login or role-specific access.
Client isolation
Rising Hills broker access is scoped to Rising Hills data; agent access stays out of admin pages.
Fallback collateral
Keep the current public screenshots PDF and backend screenshots PDF open during the call.
Source of truth
Keep docs/aires-lead-hub-phase-1.md current after every shipped update.
After the call
Move from good demo to scoped launch.
Send the recap, collect launch inputs, confirm CRM/export needs, and record the next follow-up.