Before the call
Monday send control
Send the right link at the right moment.
This is the operator page for Monday. Before the call, send one prep link. During the call, guide the private Hub live. After the call, send one handoff link only when the client has context.
After the call
Send this after Monday.
Client path lock
One public path before. One guided path during. One handoff path after.
Client-facing before call
Send only /sales-deck/monday-client-email/. The direct Monday Demo Link stays inside that page as the primary action or emergency fallback.
Operator-facing during call
Use presenter pages and protected Hub tabs from this control center. Keep private Hub links out of the client inbox.
Client-facing after call
Send /sales-deck/monday-handoff/ after the walkthrough if the client needs the ordered recap, decision, scope, CRM, proposal, and launch path.
Archive and proof
Use protected Hub records, Artifact Vault, release notes, roadmap, and MD proof internally after the client-safe follow-up is sent.
Copy blocks
Short text when you do not need the full email.
Pre-call text
Start here before our walkthrough: https://askaires.com/sales-deck/monday-client-email/ That is the only required prep link. Bring one real community, listing campaign, agent group, registration workflow, or routing problem we can map during the call.
Post-call text
Here is the clean post-demo handoff path: https://askaires.com/sales-deck/monday-handoff/ It keeps the next steps in order: recap, Decision Room, Scope Lock, CRM worksheet if needed, Proposal Review, and First Launch Plan.
Rules
Keep the client path clean.
Before Monday
Send only the Client Email Landing Page. Keep the direct demo link and PDF optional.
During Monday
Screen-share the private Hub live. Do not paste private credentials into client-facing materials.
After Monday
Send Monday Handoff if the client needs the ordered next-step path. Use Proposal Review only after scope is clear.
Archive later
Use the private Hub and Artifact Vault for proof, access, CRM, and launch records after the client-facing follow-up is sent.
Live-call support