Client Pipeline

💾

Tasks Move-Ins Tours

Client

Contact Info (all required)

First & Last Name *

Phone *

Email *

Pipeline

Stage

Current Task

Task

Due Date

Tour time (MST)

Client Criteria (all required)

Room size *

Budget *

Move-in time frame *

Earliest

Latest (optional)

Preferences * (one per line)

Pets *

Parking *

Misc Notes

🎉 Confirm Lease Details

All fields are required to move this client to Leased. Submitting starts the automatic follow-up sequence.

Property Name *

Lease Start Date *

Lease End Date * (auto)

Lease Term *

Unit Leased *

Base Rent *

Concession & terms *

⚠️ Please fill out every field before submitting.

📋 Build the concession guide

Copy the details below and paste them into Cowork — the concession-guide skill fills in parking, fixed fees, and your contact from the property database.

Then paste into Cowork, download the PDF, and mark the guide generated below or from the profile.

💾 Backup & Restore

Your clients now auto-save to your private cloud account and sync across your devices. Export is an optional extra offline copy; Restore replaces everything (use it to load a backup or recover).

Export

Saves to: Downloads (not set)

Restore

⚠️ Restoring replaces ALL current clients with the backup file.

⬆️ Choose Backup File…

Schedule next follow-up

Nice — that one's done. What's the next touchpoint?

Task *

Due date *

Tour time (MST)

⚠️ Pick a task and a due date.

Or — they made a decision:

Mark this done?

You're completing:

Next scheduled follow-up:

Next follow-up date (edit if needed)

🎉 This is the last one — the schedule will be complete!

🟢 Tour appointments

Add each property you're touring, with its date & time (MST).

PropertyDateTime

📫 Unit Recommendations

Enter the units you're recommending to move this client to Recs Sent. This shows on their profile.

Unit recommendations *

🗺️ Google Map link (optional)

Get rec feedback by *

⚠️ Add at least one unit recommendation.

🏠 Client Pipeline

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