Client-safe Monday Send Kit

Generate the email. Send the clean path.

This version is safe to use for client prep: public demo links, no protected Hub shortcuts, no login details, and one clear ask before the walkthrough.

Email generator

Customize the client email.

Fill in only what you know. The generator keeps the send path simple and public-safe.

Client-safe links

What can go in the email or follow-up.

Client instructions

How they should navigate.

What to click first

Start with the Working Demo. The rest of the links are supporting material, not homework.

What to look for

Notice how the public site, form path, visitor context, private Hub, agent workflow, and CRM/export path connect.

What to bring

Bring one practical first-launch idea: community, project, listing campaign, registration workflow, or routing problem.

Safety guardrails

Keep the first touch clean.

  • Send the Client Email Landing Page as the only required pre-call link.
  • Keep the Monday Demo Link as the primary action inside the Client Email page.
  • Keep the public screenshots PDF optional.
  • Do not send private Hub access before the guided walkthrough.
  • Use the private Hub as a live screen-share segment after the client understands the public path.
  • After the call, send What You Get, then move into the Decision Room, CRM worksheet, and proposal path.