← Sales Floor

Closer Portal

Close it. Collect it. Log it.

Your setter hands you a prepared prospect. Your job is to run the call, get the agreement signed and collected, and log the deal the same day.

Quick access

Comms

Slack

Announcements, support, daily floor updates.

 CRM

Go High Level

Your calendar, pipeline and conversations.

 Training

Skool

Closer training and certification.

 Agreements

PandaDoc

Send and track enrollment agreements.

 Production

Master File

Find your production sheet.

Deal flow

  1. Read the setter's notes on the internal calendar event before you join.
  2. Run the call. The setter stays on for the upfront commitment, then hands it to you.
  3. Use the private Zoom chat if you need to send your setter a handle. Only they can see it.
  4. Send the agreement through PandaDoc and collect.
  5. Log the deal the same day in your production sheet with units and a note on the client and terms.

Onboarding links

Academy

Academy onboarding

Book the new Academy student's onboarding call.

Open calendar → Inner Circle

Inner Circle onboarding

Book the new Inner Circle member's onboarding call.

Open calendar →

PandaDoc

Log in

Agreements are stored and sent from PandaDoc. Log in with the internal team credentials. Credentials are never posted here, so ask in the support channel in Slack if you don't have them.

Standards of production

Update your sheet every working day. It tracks demos, unit types, sales, collections and follow-up activity.

  • Log your numbers on the current month's tab at the end of each working day.
  • The sheet calculates your targets, what's left, days remaining and your run rate.
  • Phases move on output, not on the calendar.

Support: who to go to for what

You needGo here
Account or ops help (GHL, company email, PandaDoc access)The support channel in Slack.
Closing questionsThe relevant public channel. Tag one person, not @everyone or leadership.
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