Run the weekly PPT build or add mid-week visitors to an existing deck.
Meeting Details
βπ from schedule
βπ from schedule
Last Week's Results
Prepopulated from Master Roster β edit if needed before running.
Visitors This Week (leave empty if none)
Already registered in Airtable
NameCompanyProfessionPhoneEmail
Security List
Generate the visitor security list PDF and open a pre-filled email to reception.
Date
β
Room
β
Attendees
Real Estate Breakfast
Create an event, upload the visitor list, and immediately send the security list β all in one step.
Event Details
Visitor List
Paste the list from the co-host email. One name per line.
Subscription Optimizer
Portfolio-wide subscription tracking. Identify monthly-to-annual conversion opportunities and annual plans in suboptimal billing months, ranked by savings and sequenced to your income curve.