Onboarding status
Where your setup stands today — what is done, the steps that are yours, and what is still on our side.
Already standing
- CRM workspace built — “Mosaic - James Todeff,” every AI feature on
- Both pages live — Mosaic agent page + Excellence Delivered
- Your brand is set — the JT shield and “Excellence Delivered”
- Your headshot is on file — live on both pages
- Your brain is on file — the North Star Conversation System
- Your vCard is filled with your real number and email
- Your hosted virtual card is live — buttons, QR, selfie, capture form
- Your console is live — the full tool set, inside this room
- Your LotWalk account sheet is written and ready
Your steps: sign in + one answer
- Accept the Staff invite sent to jbinvestmentwholesale@gmail.com for your workspace and finish sign-in
- Accept the second invite — your seat in the LotLogix master account
- Confirm your rooftop — it is still not on record, and the last pieces of your kit key off it
Still ours to finish
- Scrub pass: rewrite the inherited wording inside your CRM before any number or leads are attached — it stays inert until then
- Finish your card book registration so card captures land in your book automatically
- Build your salesperson app on the Rob pattern
Your console
The workbench inside this workspace — the same tool set every LotLogix rep gets: today's follow-ups, LotWalk, lead capture, inventory, content pack, the FTC/MAP compliance checklist, your Drive & folders system, and support. Each tile says what's live and what isn't.
What you receive
Every piece of your kit. Live pieces open; pieces still being built say so and carry no door.
Your pages
Your Mosaic agent page — and your personal brand, the Excellence Delivered page — both live with the full Mosaic inventory and your real number and email.
Your CRM workspace
“Mosaic - James Todeff” — built, Mosaic-branded, every AI feature on. No phone number and no contacts yet, on purpose: it stays inert until the scrub pass runs and you sign in. Your seat in the LotLogix master account is in the same state.
Your Drive folders
Your own folder — page, brain, card, app, lotwalk — mirrored in Drive under Clients / Mosaic - James Todeff. This card gets its door once your editor access is confirmed on record — no door until it's real.
Your brain
The North Star Conversation System — the five-card follow-up playbook the whole Mosaic team runs on. It is the seed your assistant, your drafts, and your LotWalk follow-up all run on; your personal layer gets added on top.
Your LotWalk
Your LotWalk account sheet is written and ready: you record the walk, your Muse transcribes and files it, drafts the Visit Report — and you approve before anything sends, always. Your LotWalk console is live inside this room — honestly empty today: no walks yet, and it says so. The sample shows exactly what a finished report looks like (the group's sample walk). Your own recorder front end and your first report come with your first real walk.
Your card
Your hosted virtual card is live in both of your skins — your Excellence Delivered card and your Mosaic card: call, text, email, save-contact, share, an on-page QR, take-a-selfie, and the capture form. One switch remains on our side — the card book registration — and until it flips the form says so plainly instead of pretending a capture landed.
Your app
Your salesperson app — Today, Leads, Follow-up, Listings, Card — is not built yet. It follows Rob's live app pattern once your CRM sign-in is complete and your rooftop is confirmed.
Your campaigns
Built for the team in the LotLogix library: the Stellantis Affiliate campaign plan, the Ford & GM replica play, the fleet logo visualizer, and the 150-company Twin Cities fleet campaign dashboard. Internal pieces — they live with the team, not on a public door.
