Package Roadmaps are in the Workshop.

Open the package in the Workshop and choose Roadmap, the final step after John's approval. Contact the Hugo team for your Workshop link if you need it. Nothing was built from this old link.

HugoStaff

The Roadmap

Ask Hugo for the current link.

HugoStaff

The Roadmap

You met the agent. Now hand them the plan.

Paste the Grain transcript. You get a printable 2-page Roadmap the agent can drop straight into their listing presentation. Page one is the why. Page two is the do-this, the package, the buyer, and where it shows up.

Turn this on for a recap of an eye exam call that did not close live. The Roadmap links the agent back to the plan you built together.
Newest first. Picking one fills in the plan link.
The link from Keep this plan ready. Paste it here if the exam is not in the list.
Helps the recap read the call. It never prints.
Still missing What we still need from the agent. Pick as many as apply.
Required every time. The Roadmap pulls the agent's own words from it. Paste the whole thing, speaker labels and all. Nothing is sent to the agent automatically. You get a link to review first.
Reading the call and writing the plan. This takes about half a minute.

Past roadmaps

Every Roadmap on file, newest first. Open one to see what you recommended, or copy its link to send it again.

Internal tool. The Roadmap link is private and unlisted. It opens without a login so you can drop it into a listing presentation, so only share the ones you mean to.