Your Workspace

You have three components:

  1. My Bio Page — the public-facing page you'll share with prospects
  2. My Leads — a private database that captures and organizes inbound inquiries
  3. Practice Hub — your daily dashboard with pipeline views and follow-up calendar

This guide walks through setting up each one. Work through it while you're customizing — takes about 30 minutes.


Setting Up Your Bio Page

The Problem I Solve

What it's for: This section reframes your bio from "here's what I do" to "here's what's going wrong in your situation." It's the first thing a prospect reads, and it should describe their reality — not your resume.

How to fill it in: Use this framework as a starting point:

"Most [persona] in [market] struggle with [specific problem]. They're told [common advice], but that doesn't address [root cause]. This creates [consequence the client feels]."

For example, an Atlanta agent working with first-time buyers might write: "Most first-time buyers in metro Atlanta are told the market is cooling — but mortgage costs now consume 41% of median income, and the real cost shock comes after closing when reassessments and insurance spikes push monthly payments past what they budgeted."

What to avoid: "I help buyers and sellers navigate today's complex market." That's a tagline, not a problem statement. If your sentence could describe any agent in any city, it's too generic.


Who I Help

What it's for: This section defines exactly who faces the problem you just described. The more specific, the more magnetic.

How to fill it in: Answer these four questions, then combine them into a paragraph:

  1. What price range do your best clients buy or sell in?
  2. What life stage are they in — first-time, move-up, downsizing, relocating, investing?