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Now that your account is set up, here’s how to make the most of PULSEIntel PRO every day.

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Your Daily Workflow

The most successful agents follow a consistent daily routine. PULSEIntel PRO is designed to support this workflow.

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Morning: Start with Your Daily Pulse

Every morning, check your Daily Pulse for a quick overview of:
  • Today’s tasks - What needs your attention
  • Follow-ups due - Contacts waiting to hear from you
  • Market updates - Important changes in your area
  • Goal progress - How you’re tracking toward your targets
Set aside 10-15 minutes each morning to review your Daily Pulse. This simple habit keeps you organized and focused.

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Throughout the Day: Work Your Contacts

Your CRM is the heart of your business. Use it to:
  1. Log every interaction - Calls, texts, emails, and meetings
  2. Set follow-up reminders - Never let a lead go cold
  3. Update contact status - Track where each person is in your pipeline
  4. Add notes - Record important details for future conversations

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Afternoon: Create Content

Use Content Studio to stay visible and attract new leads:
  • Schedule social media posts
  • Create listing promotions
  • Generate market update content
  • Design email newsletters

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End of Day: Review and Plan

Before you finish for the day:
  1. Check off completed tasks
  2. Schedule tomorrow’s priorities
  3. Review any missed follow-ups
  4. Update your goal progress

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Key Features to Explore

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Your AI Assistant

Your AI assistant can help with many tasks:
  • Answer questions about using PULSEIntel PRO
  • Draft messages to clients
  • Suggest next steps based on contact history
  • Generate content ideas for marketing
Access it anytime using the chat button in the corner.

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Intelligence Dashboard

Visit your Intelligence dashboard weekly to:
  • Review performance metrics
  • Identify trends in your market
  • Spot opportunities you might be missing
  • Track your conversion rates

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Role Play Training

Practice makes perfect. Use the Role Play feature to:
  • Rehearse listing presentations
  • Handle common objections
  • Improve your negotiation skills
  • Build confidence before important meetings

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Tips for Success

Don’t wait until the end of the day to log calls and meetings. Do it right after each interaction while details are fresh.
Start with 3-5 key tasks per day. It’s better to complete fewer tasks well than to overwhelm yourself with a long list.
Organize your contacts with tags like “Hot Lead,” “Past Client,” or “Sphere.” This makes it easy to find the right people when you need them.
Look at your analytics weekly to spot trends. Make bigger strategy adjustments monthly based on what’s working.

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Getting More Help

CRM Basics

Learn how to manage your contacts effectively

AI Agents

Set up automation to save time

Content Studio

Create marketing content that converts

Troubleshooting

Solutions to common problems