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How to use this portal

Your dashboard is one page with tabs across the top. Here is every tab, what it is for, and what to do in it. Press play to hear it, then read along.

The portal in one minuteEvery tab, left to right.
1

❓ How to use this

This page. Come back any time you are not sure where something is.

2

Check sheet

The whole tryout on one page, in order. Every line has two boxes: yours and ours. The bold box is whose job it is. A line is done when the bold box is ticked. Some lines tick themselves: pass a training, book a session, sign the agreement.

Get started→Session 1→Session 2→Moving forward

Under Get started are the boxes we need filled before you touch real files: your Google Voice number, the email for the calendar, how you want to be paid (Cash App, PayPal or Apple Pay), and your photo ID. The check sheet has its own audio at the top.

3

📁 Files

The real people who applied: one card each, with their money tag (SQL, NQL or not checked), their idea, their phone, the 10 steps of a file, one-tap texts, and the calendar. It opens when the team ticks Files unlocked on your check sheet. Files has its own full guide with audio: How to use your Files.

4

Training 1 and Training 2

Training 1 is the setter: processing files. Training 2 is the closer: on the phones. Each one is a read-along with audio, section cards with diagrams, a real-day story, and a quick check at the end. Pass the check and the line on your check sheet ticks itself. Pass Training 1 before Session 1, Training 2 before Session 2.

5

Show your work

How you get paid. After each session: your Google Drive folder link (screenshots and call recordings), then one line per file: who, what you sent, where they stand. Under it, the session recap: 10 quick questions about how it went, so we get better. Shown work is what gets paid.

Drive folderscreenshots + recordings, anyone with the link
One line per filewho · what you sent · where they stand
Recap10 questions, talk or type
6

Book a session

The calendar for your two paid sessions, $40 each, 2 to 2.5 hours, any day 9 AM to 7 PM Arizona. Booking ticks the line on your check sheet. Read what the sessions are first.

7

🎧 Sample calls

Two scripted setter calls you can read along to, one SQL and one NQL, and real calls from the team with transcripts and what to notice. Listen before Session 2.

8

👤 My info

Your name, cell, email, city. Edit and save. Google Voice, pay method and photo ID live on the check sheet.

Three rules for the portal. Your link is your login, keep it private. Everything saves on its own, no submit button to hunt for. If something is unclear, reply to the email your link came in.
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