Your workspace

Sales Family member app

Keep your next action, your support lane, and your current offer in one place while you move through the day.

My Path

Know where you are, what unlocks next, and what matters this week.

This page should keep your path simple: finish the current blocker, move into the next lane fast, and always know which milestone actually matters next.

Current stage

Setter Track

The first quality set is still missing, so the member is not yet in repeatable production mode.

Next required action

Log 5 more quality sets to unlock the closer lane cleanly.

Keep the member in setter reps until the 5-set threshold is actually logged, not just implied.

Owner / unblocker

Live coaching + support thread

Support is not active yet, so open it early if the next step still feels unclear.

Next unlock

Closer development

0/5 quality sets logged

Completed gate

Onboarding completion

Invite + setup truth confirmed

Open onboarding

Step 1

Confirm invite, access, and the first support touchpoint

Step 2

Keep the next lane named before the handoff happens

Step 3

Do not treat vague activity as true activation

Current focus

Setter Track

0/5 quality sets logged

Open training

Step 1

Get into live reps quickly after onboarding clears

Step 2

Use the support thread to surface blockers before momentum dies

Step 3

Hit the 5-set threshold before talking about the next handoff

Later milestone

Closer development

0/2 reviewed calls logged

Open call reviews

Step 1

Use reviewed-call proof to justify the next pathway handoff

Step 2

Keep coaching tied to the next 3 real calls, not vague encouragement

Step 3

Do not route into advanced lanes until reviewed-call proof exists

Longer-term unlock

Finance + advanced lanes

Locked until reviewed-call proof + clean handoff

Open commissions

Step 1

Move into finance and advanced lanes only after the closer proof is real

Step 2

Keep the next owner explicit inside the thread so momentum does not flatten

Step 3

Treat handoff clarity as part of progression truth, not admin overhead

Path to income

Make the ladder obvious

Onboarding first

Invite/setup truth has to be real before the app should call the member activated.

Setter Track opens

Quality-set proof is currently 0/5.

Closer development unlocks later

Reviewed-call proof is currently 0/2.

Finance + advanced lanes

This stays locked until the reviewed-call gate and handoff are both clean.

Setter → closer transition

Current owner: Live coaching + support thread.
Approval state: 0/5 quality sets logged.
The handoff is not ready yet, so the current lane should stay in focus until the proof threshold clears.

What to do this week

Log 5 more quality sets to unlock the closer lane cleanly.
Open the support thread now so blockers and ownership are visible before momentum drops.
Push straight toward the 5-set threshold instead of drifting sideways.
Keep the next unlock visible: Closer development.

Milestones that matter

Momentum

Invite + setup truth

Cleared

This is the first gate. Without it, the rest of the path is still pretend-progress.

5 quality sets

0/5

This is the real setter threshold before the closer lane should open.

2 reviewed calls

0/2

This is the proof gate before finance + advanced lanes should feel legitimate.

Support