Set up sign-in
Google sign-in isn't turned on yet. Paste the Google client ID and your admin key to turn it on.
Sign in
Use the Google account Eason added for you.
No owner is set up yet. If you're Eason, enter the admin key once to become the owner.
Admin key
Saved for this browser tab only.
Welcome
Everything Strategy has built for our agents, and everything that needs you, in one place.
Concierge Ideas
Ideas agents sent from the Concierge page, newest first.
Email Transfers
Google Takeout exports agents have sent, from the weekly check of the TAKEOUT EXPORT emails and the shared drive.
Agent Roster
Every agent on the Agent Master Sheet.
| Name | Team / title | Office | Phone | Tags | Hub link |
|---|
BoldTrail Adoption
From BoldTrail's Agent Success and Leaderboard reports, merged into the Master Sheet each weekday morning.
Tap a column heading to sort. Referral agents, assistants and TCs are left out of the percentages.
Inbox
Decisions and messages waiting on leadership: roster changes to approve, texts from agents, emails that need a person.
Move to Strategy Answers
What agents answered in "Your move to Strategy". People with questions or who asked for a call come first.
Tap a number to see who said yes. Tap more than one to see people who said yes to all of them.
Follow-through: done vs outstanding
Compares what each agent said with what they have actually sent in. Tap Done or Outstanding to see the people.
Agent Progress
Where each agent is in the move to Strategy, across every tool.
Tap a column heading to sort. Referral agents, TCs and team admins are left out.
Sent to Agents
A running list of what has gone out, so leaders know what agents have already heard.
Add an entry
Behind the Scenes
The jobs that run on their own to keep everything current, and how the lost-link page is doing.
Automations
Lost-link lookups, last 30 days
Connection for the automations
Logins & permissions
Add someone by their Google email, then choose what they can see (View) or change (Edit) in each area. Changes take effect on their next click.