What you will see
- Platform story for any SMB team (not one vertical)
- Four walkthroughs: real estate listing · insurance coverage · home services estimate · CRR
- One-time setup slide before AI usage savings
- Pilot, pricing, and two ways to get involved
Live walkthrough (about 3 minutes)
When you reach the live section of the deck, open the platform and run one task — no need to tour every app.
- Sign in as an agent → open Get a Listing Live (real estate example)
- Run Listing Generator → Fair-Housing Review → Email (or pick insurance / home services hero on platform)
- Show Client Relationship Reminders: CSV upload → draft → approve
- Switch to Company setup (admin) → Setup tab: connect AI accounts once
- Open AI usage tab: token totals by provider and app