Two guides. One for whoever runs the agency, one for anybody who works a desk. Read the one that is yours and skip the other — they do not overlap.
Taking Off is what we call getting a new agency flying: the short version of how the week works, in the order you will live it. There is no course and no certification. If a tool needs those, it is the wrong tool.
What you already have
There is no software to put on a machine and no app to approve. Everything is a web page, and the people who work your lists never sign in to anything at all.
Optional · sharpens it, never required
demandPILOT works on public records from the first day, with nothing from you. Three files make it sharper, and each one is optional. Nothing waits on them.
Each template opens with a sheet explaining what every column is for and why we ask for it. Your register, your rates and your win history do your work and nothing else — never shared with another client, never pooled into a benchmark, never visible outside the people you name.
Two minutes
There are no seats to count and no licenses to allocate. Everyone at your agency is included at every price.
Write or call. You are not a ticket in a queue — there is one person behind this product and he answers his own phone.
Or just write: kevin@connollyworks.com · (315) 715-1644