Master Program Portal
Ask anything: our documents, the CRM, the lender dashboard and your calls. Every answer shows how it was found.
Try asking:
What FICO tiers and states does Sunlight exclude?
Which of my contractors haven't been contacted in 30 days?
How many Foundation applications were approved this month?
What should I work on from my recent calls?
What are iPrime's loan codes and dealer fees?
Ask test set
The questions the Master Program Portal assistant is checked against. Each runs exactly like a real question and is graded against the data as it is now.
Documents
Marketing Toolkit
Improvifi logos and brand files — cleared to share with contractors
Open →
Knowledge base
Browse the knowledge base. Click any document to open the original.
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← Documents
Brand guide (PDF)
Marketing Toolkit
Improvifi logos and brand files. Everything here is cleared to share with contractors — copy a link and send it.
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Lender Dashboard
Contractor health, portfolio, funding, revenue and lender data.
Open the Lender Dashboard ↗
Same @improvifi.com magic-link login as this portal, but sessions are separate for now — you may be asked to sign in again the first time.
Birthdays & Anniversaries
Celebrating our team — upcoming birthdays and work anniversaries
Upcoming Birthdays
Work Anniversaries
Lender Info
Reference: contacts, master lending sheet, and lender partner cards.
Master Lending Sheet
Not sure which lender to use? Start here. Quick reference for FICO ranges, loan amounts, terms, and recommended lender by tier.
Open Cheat Sheet →Lender Partners
Lender Picker
Answer a few questions and we'll recommend the best lender for this borrower.
Required — this drives most of the recommendation.
Required — we'll match this against each lender's range.
$
Leave blank if open to any. Selecting a type filters out lenders that don't offer it.
Optional — only used to filter out lenders that don't service that state.
Optional — just a soft preference. Won't filter lenders out, but will boost lenders that match.
This is a guide, not a guarantee. Always verify the borrower's full profile against the lender's criteria before submitting.
Tutorials
Productivity tips, browser settings, and short walkthroughs.
Chrome Memory Saver
Free up memory by automatically sleeping inactive tabs.
"Welcome Back" App Login Fix
If a user sees "WELCOME BACK" instead of their name in the app — try this first.
How to Schedule Text Messages
Step-by-step video walkthrough for scheduling texts to contractors and clients.
Deal Desk Inbox Management
How to add or remove members from the SalesMessage Deal Desk inbox.
FundLock / PayKeeper API Setup
Video walkthrough of the FundLock/PayKeeper API process, including generating a PayKeeper API key.
How to Resubscribe a Contact to Emails in HubSpot
Video walkthrough for resubscribing a contact to marketing/email communications in HubSpot.
Submit a Request
IT support, feature ideas, or anything else — we've got you.
IT Request
Tech issues, CRM problems, software access, hardware, login troubles, or anything broken.
Idea & Feature Request
Have an idea to make Improvifi better? Submit it here.
Finance Request
Request company spending, vendor purchases, subscriptions, or other finance approvals.
Time Off Request
Request PTO, sick days, or personal time. Routed to your manager for approval.
Device Registration
SOC II compliance requirement. Register all devices you use for Improvifi work including laptops, phones, and tablets.
Choose a request type above to get started.
Time Off Calendar
See who's out before approving time off. Approved and pending requests both appear here.
User Management
View all employees, roles, and team assignments
All Users
| Name | Role | Department | Manager | Actions |
|---|
My HR File
Your personal employee file — visible only to you and HR admins.
HR Admin
All employee files. Administrator access only.
Sales Journey
BDM lead journey and deal pipeline stages.
Call Coaching
Score a sales call against the A.D.V.I.S.O.R. rubric. Card numbers, CVCs, SSNs and account numbers are scrubbed in code before anything is stored or sent to the model.
Idea Board
Pitch ideas, vote on what matters, and watch them ship.
Submit Cancellation
Log a customer cancellation. Every submission automatically notifies leadership by email.
Customer Information
Required for urgent or high priority
Required for urgent/high priority.
Required for urgent or high priority
Required for urgent/high priority.
Required for urgent or high priority
Required for urgent/high priority.
Required for urgent or high priority
Required for urgent/high priority.
The email on the account — included in the cancellation notification.
Cancellation Details
Required for urgent or high priority. Free-form — describe what the customer said.
Required for urgent/high priority.
When the account cancels. The dashboard reminds leadership as it comes up. Paste the contractor's email into Reason or Notes and a date in it is filled in here for you.
Enter the cancellation date.
Every cancellation emails leadership; Urgent and High are flagged in the subject.
Please select an urgency level.
Additional Notes
Optional. Add any context that would help leadership.
Cancellations Dashboard
Analytics and history across the team.
Employee Forms
Internal forms tied to contractor records in HubSpot.
Customer Journey
The operational journey map.
Requested changes
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Try:
phase 3, stage 12, or any keyword (welcome call, refund, etc.) Email
Task
Text / SMS
Automation
Trigger / System
Manual Action
Warning
Phase 1 — Onboarding
01
Deal Won
BDM moves deal to Won — onboarding is triggered
▾
Triggers & Assignments
TriggerBDM moves deal to Won — system auto-assigns AM and OBS
EmailWelcome email sent from CEODay 0
EmailWelcome email sent from CSM Team with link to schedule welcome callDay 0
TriggerContractor enters "Client Concierge Welcome Call" onboarding sequence
ActionClient Concierge has 1 hour to reach out and make contact — call is strictly to confirm info and set up welcome call. During this call, Client Concierge must confirm the following: month and year the company was established, company name, company address, ASR, and number of repsWithin 1hr
↓ outcome of Client Concierge's outreach call
02
Welcome Call Not Scheduled
If contractor not reached after Client Concierge's call
▾
OBS Follow-Up Escalation Tasks
TaskOBS task — reach out to contractor24 hrs
TaskOBS task — follow up if not resolved48 hrs
TaskOBS task — follow up if not resolved72 hrs
TaskOBS task — follow up if not resolved96 hrs
Automated Text Reminders to Contractor
AutoAutomated text sent to contractor — reminder to schedule welcome callDay 3
AutoAutomated text sent to contractor — reminder to schedule welcome callDay 5
↓ once welcome call is scheduled
03
Welcome Call Scheduled
Contractor has scheduled their welcome call with OBS
▾
Emails & Reminders
Email"Let's Get You Set Up" email goes out with App access infoDay 0
AutoReminder for meeting sent to contractor24 hrs prior to call
AutoReminder for meeting sent to contractor1 hr prior to call
If Welcome Call Not Completed Within 7 Days
TaskOBS receives task — welcome call not completedDay 7
Ongoing Reminders
TextReminder text to contractorDay 14
TextReminder text to contractorDay 21
ActionCSM weekly follow-up cadence for 30 daysWeekly / 30 days
↓ welcome call completed by OBS
04
Welcome Call Completed
OBS confirms app access, Skool access, completes onboarding form on the call
▾
During Call — OBS Confirms
ActionWelcome call completed by OBS
ActionApp access confirmed
ActionSkool access confirmed
ActionOnboarding form completed
Post-Call Automations & Tasks
AutoAutomation — remind contractor to submit docsDay 1
TaskOBS task — reach out to contractor about doc submissionDay 2
AutoAutomation — remind contractor to submit docsDay 3
TaskOBS task — reach out to contractor about doc submissionDay 5
AutoAutomation — remind contractor to submit docsDay 7
TaskOBS task — reach out to contractor about doc submissionDay 10
TaskOBS task — reach out to contractor about doc submissionDay 15
AutoAutomation — remind contractor to submit docsDay 17
TaskOBS task — reach out to contractor about doc submissionDay 20
AutoAutomation — remind contractor to submit docsDay 21
TaskOBS task — reach out to contractor about doc submissionDay 30
↓ contractor submits docs through portal link
05
Docs Submitted for Review
Auto-moved via automation when contractor submits through portal
▾
Automations
TriggerContractor auto-moved to this stage via automation upon doc submission
EmailConfirmation email sent — application receivedDay 0
Internal Review Tasks
TaskReminder to review docsDay 0
TaskReminder to review docsDay 3
TaskReminder to review docsDay 4
TaskReminder to review docsDay 6
TaskReminder to review docsDay 8
↓ if docs are incomplete or incorrect
06
Pending Info — Contractor
Docs incomplete or incorrect — contractor must resubmit
▾
Initial Action
ActionSend templated email requesting all docs needed — move contractor to this stageDay 0
Automated Follow-Ups to Contractor
AutoAutomated follow-upDay 2
AutoAutomated follow-upDay 2 (2nd)
AutoAutomated follow-upDay 7
AutoAutomated follow-upDay 14
AutoAutomated follow-upDay 21
AutoAutomated follow-upDay 22
AutoAutomated follow-upDay 23
AutoAutomated follow-upDay 24
AutoAutomated follow-upDay 25
AutoCycle repeats every 3 weeks for 5 days
Internal Follow-Up Tasks
TaskFollow-up taskDay 3
TaskFollow-up taskDay 6
TaskFollow-up taskDay 17
TaskTasks continue every 2 weeks after Day 17
↓ docs received and correct
07
Docs Ready to Submit
All documents are correct and ready to go to lender
▾
Actions
ActionSend templated email to contractor to schedule a time to submit docs togetherDay 0
Internal Tasks
TaskOBS task — follow up on scheduling doc submission24 hrs
TaskOBS task — follow up on scheduling doc submission36 hrs
TaskOBS task — follow up on scheduling doc submission72 hrs
ActionManual follow-up weekly for 30 daysWeekly / 30 days
↓ application submitted to lender
08
App Submitted
Application submitted — coordinate with team leads and lenders for updates
▾
Actions
ActionScheduled call has been completed — docs have been submitted to the contractor's choice portfolio lender
OBS Follow-Up Tasks
TaskOBS task — check status of application with lenderDay 2
TaskOBS task — check status of application with lenderDay 4
TaskOBS task — check status of application with lenderDay 5
↓ if contractor needs to submit additional info to lender
09
Pending Lender Info
Contractor must submit additional info to lender post-submission
▾
Automated Follow-Ups to Contractor
AutoAutomated outreachDay 0
AutoAutomated follow-upDay 2
AutoAutomated follow-upDay 4
AutoAutomated follow-upDay 6
AutoAutomated follow-up every 7 days thereafter
Internal Tasks
TaskFollow-up taskDay 0
TaskFollow-up taskDay 7
TaskFollow-up taskDay 14
Warning Automations
WarningWarning automation sent to contractorDay 30
WarningWarning automation sent to contractorDay 45
↓ app received by lender
10
App Received by Lender
Lender has received the application — verification call monitoring begins
▾
Automations & Tasks
TextText reminder to contractor about verification callDay 2
TaskTask to verify verification call has been completedDay 4
TaskOngoing verification check tasks every 7 days
TaskOBS task — check in with lender on approval statusDay 7
TaskOBS task — check in with lender on approval status weekly until decision received
Warning Automations
WarningWarning automation to contractorDay 30
WarningWarning automation to contractorDay 45
↓ approval received — move contractor to Lender Training
12
Lender Training
Contractor approved — schedule and complete lender training. Max 2 weeks in this stage.
▾
On Stage Entry
AutoCongratulations email sent — approval confirmed, reminder to schedule lender training and next steps with ImprovifiDay 0
Training Confirmation Tasks
TaskConfirm lender training is scheduled or completedDay 3
TaskFollow-up — confirm training statusDay 7
TaskFollow-up — confirm training statusDay 10
Automated Reminders to Contractor
AutoReminder to schedule / complete lender trainingDay 5
AutoReminder to schedule / complete lender trainingDay 8
AutoReminder to schedule / complete lender trainingDay 14
WarningContractor should not exceed 2 weeks in this stage without escalation
↓ lender training completed — move to Onboarded
13
Onboarded
Lender training complete — OBS role ends. Contractor enters AM and Trainer pipelines.
▾
On Stage Entry
AutoEmail sent to contractor to schedule GTM and confirm next stepsDay 0
TriggerContractor auto-populated into the AM Pipeline and Trainer Pipeline
ActionOnboarding Specialist has completed onboarding — handoff to AM and Trainer
Phase 2 — Trainer Pipeline
↓ contractor enters Trainer Pipeline under GTM Launch
14
GTM Launch — Not Scheduled
Trainer reaches out to schedule GTM — efforts continue until scheduled. Max 14 days in this stage.
▾
Scheduling Outreach Tasks
TaskTrainer task — call contractor to schedule GTM24 hrs
TaskTrainer task — follow-up call if not scheduled36 hrs
TaskTrainer task — follow-up call if not scheduled48 hrs
TaskScheduling efforts continue until GTM is scheduled
WarningContractor should not exceed 14 days in this stage without escalation
On Initial Call — Trainer Collects
ActionComplete intake form — start intake form with contractor to prepare for GTM training
ActionRequest logo for laminate
Post Action
ActionLog scheduling outcome in CRM — note contact attempts made, contractor's availability, and confirmed or tentative GTM date; update contractor profile
↓ GTM scheduled
15
GTM Launch — Scheduled
GTM training is scheduled — Trainer tasks sent as reminders to follow up with contractor
▾
Pre-GTM — Trainer Completes
ActionComplete company overview with contractor
Trainer Reminder Tasks
TaskTrainer task — confirm GTM is still on and contractor is prepared24 hrs prior
TaskTrainer task — final check-in with contractor ahead of GTM training2 hrs prior
WarningContractor should not exceed 14 days in the GTM stage
Post Action
ActionLog confirmation of GTM preparation in CRM — note company overview completed and any pre-training notes; update contractor profile
↓ GTM completed
16
GTM Launch — Completed
GTM training completed — review and debrief triggered. Contractor moves to AM Week 1 Touch process.
▾
Post-GTM Actions
TaskTrainer task — send review request to contractor following GTM completion
ActionTrainer completes and submits Training Debrief
TriggerContractor moved to Completed stage in Trainer pipeline — triggers AM Week 1 Touch process
Post Action
ActionLog GTM completion in CRM — note training debrief submitted, review request sent, and any follow-up items identified; update contractor profile and confirm handoff to AM pipeline
17
GTM Refresh — Not Scheduled
Trainer reaches out to schedule GTM Refresh — efforts continue until scheduled. Max 14 days in this stage.
▾
Scheduling Outreach Tasks
TaskTrainer task — call contractor to schedule GTM Refresh24 hrs
TaskTrainer task — follow-up call if not scheduled36 hrs
TaskTrainer task — follow-up call if not scheduled48 hrs
TaskScheduling efforts continue until GTM Refresh is scheduled
WarningContractor should not exceed 14 days in this stage without escalation
On Initial Call — Trainer Collects
ActionComplete company overview with contractor
Post Action
ActionLog scheduling outcome in CRM — note contact attempts made, contractor's availability, and confirmed or tentative GTM Refresh date; update contractor profile
↓ GTM Refresh scheduled
17b
GTM Refresh — Scheduled
GTM Refresh training is scheduled — Trainer tasks sent as reminders to follow up with contractor
▾
Pre-Training — Trainer Completes
ActionComplete company overview with contractor
Trainer Reminder Tasks
TaskTrainer task — confirm GTM Refresh is still on and contractor is prepared24 hrs prior
TaskTrainer task — final check-in with contractor ahead of GTM Refresh training2 hrs prior
WarningContractor should not exceed 14 days in the GTM Refresh stage
Post Action
ActionLog confirmation of GTM Refresh preparation in CRM — note company overview completed and any pre-training notes; update contractor profile
↓ GTM Refresh completed
17c
GTM Refresh — Completed
GTM Refresh completed — review and debrief triggered
▾
Post-Training Actions
TaskTrainer task — send review request to contractor following GTM Refresh completion
ActionTrainer completes and submits Training Debrief
TriggerContractor moved to Completed stage in Trainer pipeline
Post Action
ActionLog GTM Refresh completion in CRM — note training debrief submitted, review request sent, and any follow-up items identified; update contractor profile
18
Specialized Training — Not Scheduled
Trainer reaches out to schedule Specialized Training — efforts continue until scheduled. Max 14 days in this stage.
▾
Scheduling Outreach Tasks
TaskTrainer task — call contractor to schedule Specialized Training24 hrs
TaskTrainer task — follow-up call if not scheduled36 hrs
TaskTrainer task — follow-up call if not scheduled48 hrs
TaskScheduling efforts continue until Specialized Training is scheduled
WarningContractor should not exceed 14 days in this stage without escalation
On Initial Call — Trainer Collects
ActionComplete company overview with contractor
Post Action
ActionLog scheduling outcome in CRM — note contact attempts made, contractor's availability, and confirmed or tentative Specialized Training date; update contractor profile
↓ Specialized Training scheduled
18b
Specialized Training — Scheduled
Specialized Training is scheduled — Trainer tasks sent as reminders to follow up with contractor
▾
Pre-Training — Trainer Completes
ActionComplete company overview with contractor
Trainer Reminder Tasks
TaskTrainer task — confirm Specialized Training is still on and contractor is prepared24 hrs prior
TaskTrainer task — final check-in with contractor ahead of Specialized Training2 hrs prior
WarningContractor should not exceed 14 days in the Specialized Training stage
Post Action
ActionLog confirmation of Specialized Training preparation in CRM — note company overview completed and any pre-training notes; update contractor profile
↓ Specialized Training completed
18c
Specialized Training — Completed
Specialized Training completed — review and debrief triggered
▾
Post-Training Actions
TaskTrainer task — send review request to contractor following Specialized Training completion
ActionTrainer completes and submits Training Debrief
TriggerContractor moved to Completed stage in Trainer pipeline
Post Action
ActionLog Specialized Training completion in CRM — note training debrief submitted, review request sent, and any follow-up items identified; update contractor profile
Phase 3 — AM Pipeline: Weekly New Client Touches
↓ GTM Completed triggers Week 1 Touch process in AM Pipeline
19
New Client Touch 1 — Week 1
Ask if the contractor submitted or is going to submit an app
▾
Action
ActionCall or email contractor to ask: "Have you submitted or are you going to submit an app?" — note the contractor's intent or timeline in the CRM
Post Action
ActionLog outcome in CRM — note whether app has been submitted, is planned, or if follow-up is needed
TriggerMove to Completed. After 7 days, cycles back to Weekly in CRM and triggers Touch 2
↓ 7-day cycle → Touch 2
20
New Client Touch 2
Ask if the contractor has converted an app
▾
Action
ActionCall or email contractor to ask: "Have you converted an app?" — if yes, celebrate the win and ask about next steps; if no, offer support and troubleshoot any barriers
Post Action
ActionLog conversion status in CRM — update contractor profile with outcome and any support provided
Trigger7-day cycle triggers Touch 3
↓ 7-day cycle → Touch 3
21
New Client Touch 3
Ask if a decline has been received
▾
Action
ActionCall or email contractor to ask: "Has a decline been received?" — if yes, review the reason with the contractor, explain next steps, and discuss alternative options or lenders if applicable
Post Action
ActionLog decline status in CRM — document reason for decline if known and any remediation steps discussed
Trigger7-day cycle triggers Touch 4
↓ 7-day cycle → Touch 4
22
New Client Touch 4
Ask if the contractor has questions about funding their projects
▾
Action
ActionCall or email contractor to ask: "Do you have questions about funding your projects?" — address any questions about how funding works, how to present it to clients, or how to use the portal effectively
Post Action
ActionAddress all funding questions raised — log outcome, questions asked, and resources shared in CRM
TriggerOnce 7-day cycle for Touch 4 is complete, contractor moves to Bi-Weekly Touch process
Phase 4 — AM Pipeline: Bi-Weekly New Client Touches
↓ Weekly touches complete → Bi-Weekly cadence begins
23
New Client Touch 5 — Bi-Weekly
Verify team access to Skool, App, and Portal
▾
Action
ActionContact contractor to verify the entire team has access to Skool, App, and Portal — confirm each team member is set up and actively using their access
Post Action
ActionResolve any access gaps identified — assist with setup or re-invitation as needed. Log team access status and any issues resolved in CRM; update contractor profile
24
New Client Touch 6 — Bi-Weekly
Confirm and reinforce "early, always, often" practice
▾
Action
ActionContact contractor to confirm and reinforce the "early, always, often" practice — discuss how consistently presenting financing options to clients early in the conversation drives better outcomes and conversion rates
Post Action
ActionLog implementation status in CRM — note any barriers to adoption, wins shared by the contractor, or coaching points covered; update contractor profile
25
New Client Touch 7 — Bi-Weekly
Recap training and contact information
▾
Action
ActionRemind contractor of available resources: Insider Training, Skool community, and the ability to schedule Specialized Training with a Trainer — confirm contractor knows how to access and use these resources
ActionSend contractor Improvifi Support Team contact information — provide names, roles, and best methods of contact for the support team so the contractor knows who to reach out to for assistance
Post Action
ActionLog in CRM — note any training resources requested, scheduled, or already completed; confirm support contact info was sent; flag if contractor needs additional support
26
New Client Touch 8 — Bi-Weekly
Launch Update with Owner — form completed, reviewed via meet/call/email
▾
Action
ActionComplete the Launch Update form and review results with the owner via 15-min Google Meet, phone call, and/or email — cover apps submitted, conversions, declines, training completed, and overall program adoption
Post Action
ActionAdd completed Launch Update form to contractor profile in CRM — note key takeaways, action items, and any follow-up commitments made
TriggerOnce all bi-weekly touches are complete, contractor moves to Monthly Touch process
Phase 5 — AM Pipeline: Monthly New Client Touches
↓ Bi-Weekly touches complete → Monthly cadence begins
27
New Client Touch 9 — Monthly
Website Audit
▾
Action
ActionConduct a Website Audit for the contractor — review for financing messaging, call-to-action placement, portal links, and overall alignment with program best practices
ActionComplete the Website Audit form and upload to contractor profile
Post Action
ActionLog audit findings in CRM — share a summary of results and actionable recommendations with the contractor; note whether changes were made or committed to
28
New Client Touch 10 — Monthly
Lender Status & Offer Review
▾
Action
ActionReview what financing options the contractor is actively offering to clients and which products clients are choosing — assess lender performance and identify any gaps or underutilized products
Post Action
ActionLog lender status and offer selections in CRM — note any product gaps, coaching opportunities, or lender changes needed; update contractor profile
29
New Client Touch 11 — Monthly
Schedule Quarterly Review — form completed, call or email to contractor
▾
Action
ActionSchedule and conduct the Quarterly Review — meet with contractor via Google Meet, phone call, and/or email to review program performance, wins, challenges, and goals for the next quarter
Post Action
ActionComplete the Quarterly Review form — add to contractor profile in CRM and/or email completed form to contractor for their records
Reminder Tasks
TaskReminder task — follow up if review not yet completedDay 2
TaskReminder task — follow up if review not yet completedDay 4
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New Client Touch 12 — Monthly
Advanced Training Outreach
▾
Action
ActionReach out to contractor regarding Advanced Training opportunities — present available training options and discuss how they can deepen the contractor's knowledge and improve program results
Post Action
ActionLog Advanced Training interest or scheduling outcome in CRM — note which training was discussed, whether it was scheduled, and any follow-up needed; update contractor profile
31
New Client Touch 13 — Monthly
Marketing Audit — form completed, call for review and/or sent to contractor
▾
Action
ActionComplete the Marketing Audit form — review the contractor's current marketing materials, social presence, and financing messaging; call to walk through results and/or send a written summary
ActionUpload completed Marketing Audit form to contractor profile
Post Action
ActionAdd completed Marketing Audit form to contractor profile in CRM — log key findings, recommendations made, and any agreed-upon action items
32
New Client Touch 14 — Monthly
Schedule Quarterly Review — form completed and added to profile/emailed
▾
Action
ActionSchedule and conduct the Quarterly Review — meet with contractor via Google Meet, phone call, and/or email to review performance, address challenges, and set goals for the next quarter
Post Action
ActionComplete the Quarterly Review form — add to contractor profile in CRM and/or email completed form to contractor for their records
Reminder Tasks
TaskReminder task — follow up if review not yet completedDay 2
TaskReminder task — follow up if review not yet completedDay 4
33
New Client Touch 15 — Monthly
Program Implementation Review
▾
Action
ActionReview what tools and resources the contractor is actively using within the program — discuss Skool, the App, the Portal, training resources, and financing presentations to identify what is and isn't being utilized
Post Action
ActionLog tool and resource usage in CRM — identify gaps and address with coaching, additional training referrals, or re-engagement strategies; update contractor profile
34
New Client Touch 16 — Monthly
Goal Setting with Owner
▾
Action
ActionMeet or speak with the owner to discuss: "What do you want to accomplish within the program and your business in the coming year?" — explore revenue goals, financing adoption targets, team growth, and program utilization objectives
Post Action
ActionLog goals in CRM — document specific targets and timelines discussed; add to contractor profile for reference in future reviews and renewal conversations
35
New Client Touch 17 — Monthly
Annual Review — form completed and added to profile/emailed
▾
Action
ActionSchedule and conduct the Annual Review — meet with contractor via Google Meet, phone call, and/or email to review the full year of program participation, results achieved, challenges overcome, and goals for the year ahead
Post Action
ActionComplete the Annual Review form — add to contractor profile in CRM and/or email completed form to contractor for their records
TriggerOnce complete, contractor moves to Renewed Pipeline
Phase 6 — Renewed Pipeline (Monthly Cadence)
↓ New Client Touches complete → Renewed Pipeline — monthly cadence
36
Renewed Touch 1
Podcast Outreach
▾
Action
ActionAsk the contractor if they would like to participate in the Improvifi Podcast — explain that the podcast features contractors sharing their stories, experiences, and insights to help others in the industry; gauge interest and provide details on how to get involved
Post Action
ActionLog podcast interest or confirmed outcome in CRM — note if outreach was initiated, a booking was made, or the contractor declined; update contractor profile accordingly
37
Renewed Touch 2
Account Audit & Improvifi Updates
▾
Action
ActionCheck for any internal staff changes at the contractor's company — confirm team roster, access levels, and contact information are current
ActionCommunicate any program updates or changes from Improvifi that need to be shared with the contractor — include lender updates, new tools, or policy changes
Post Action
ActionLog staff changes and program update communications in CRM — update contractor profile with any revised contact details, team members added or removed, or notes on updates communicated
38
Renewed Touch 3
Quarterly Review — form completed, meet/call/email, added to profile
▾
Action
ActionSchedule and conduct the Quarterly Review — meet with contractor via Google Meet, phone call, and/or email to review performance, address any challenges, and set priorities for the next quarter
Post Action
ActionComplete the Quarterly Review form — add to contractor profile in CRM and/or email completed form to contractor; log key discussion points and any action items committed to
39
Renewed Touch 4
Sales Process Review
▾
Action
ActionReview and discuss the contractor's current sales process — explore how financing is being introduced in client conversations, what objections are being encountered, and how the contractor is positioning the program in their proposals
Post Action
ActionLog sales process notes in CRM — identify opportunities for improvement, coaching points discussed, and any recommended next steps; update contractor profile
40
Renewed Touch 5
Advanced Training
▾
Action
ActionOffer and schedule Advanced Training with the contractor — present available advanced training options and align them with the contractor's current goals and skill gaps identified in prior reviews
Post Action
ActionLog Advanced Training scheduling outcome in CRM — note which training was offered, whether it was accepted or declined, and schedule date if confirmed; update contractor profile
41
Renewed Touch 6
Quarterly Review — form completed, meet/call/email, added to profile
▾
Action
ActionSchedule and conduct the Quarterly Review — meet with contractor via Google Meet, phone call, and/or email; review performance metrics, program engagement, and discuss priorities for the upcoming quarter
Post Action
ActionComplete the Quarterly Review form — add to contractor profile in CRM and/or email completed form to contractor; log key findings and any agreed-upon action items
42
Renewed Touch 7
Marketing & Website Audit
▾
Action
ActionConduct a combined Marketing and Website Audit for the contractor — review website financing messaging, social media presence, marketing materials, and overall brand alignment with program best practices
Post Action
ActionLog audit findings in CRM — share a summary of results and specific recommendations with the contractor; note any changes committed to and follow up as needed
43
Renewed Touch 8
Updated Lender Portal Training — offer and schedule lender training refresh
▾
Action
ActionOffer and schedule a Lender Portal Training Refresh with the contractor — review any lender portal updates, new features, or process changes since their initial training to ensure the team is current
Post Action
ActionLog lender training refresh scheduling outcome in CRM — note if training was scheduled, completed, or declined; update contractor profile with training date and any notes
44
Renewed Touch 9
Account Audit & Improvifi Updates
▾
Action
ActionCheck for internal staff changes at the contractor's company — confirm team roster, access, and contacts are up to date. Communicate any relevant Improvifi program updates including lender changes, new products, or platform updates
Post Action
ActionLog staff changes and update communications in CRM — update contractor profile with any revised contacts, team changes, or notes on program updates shared
45
Renewed Touch 10
Program Implementation Review
▾
Action
ActionReview what tools and resources the contractor is currently using within the program — assess engagement with Skool, App, Portal, lender products, and training resources; identify what is being underutilized
Post Action
ActionLog tool and resource usage in CRM — identify gaps, discuss with contractor, and address through coaching or re-referral to training; update contractor profile with findings
46
Renewed Touch 11
Goal Setting with Owner
▾
Action
ActionMeet or speak with the owner to revisit and reset goals — discuss what has been accomplished since the last goal-setting conversation and what they want to achieve within the program and their business in the coming year
Post Action
ActionLog updated owner goals in CRM — document specific targets, timelines, and any commitments made; add to contractor profile for reference in future reviews and renewal conversations
47
Renewed Touch 12
Annual Review — form completed, meet/call/email, added to profile
▾
Action
ActionSchedule and conduct the Annual Review — meet with contractor via Google Meet, phone call, and/or email to review the full year of program participation, results achieved, challenges faced, and goals for the year ahead
Post Action
ActionComplete the Annual Review form — add to contractor profile in CRM and/or email completed form to contractor; log key takeaways and confirm next steps heading into renewal
Phase 7 — Renewal Process
↓ AM tasks triggered at 60, 30 days, and at time of renewal
48
Renewing in 60 Days — Touch 1: Renewal Prep
Prepare contractor for upcoming renewal — set expectations
▾
AM Tasks Triggered at 60 Days
TaskAM task triggered at 60 days prior to renewal
Action
ActionContact contractor to provide renewal preparation guidance — walk through what to expect in the upcoming renewal process and timeline
ActionAdvise contractor to watch for lender-related emails and updates that may arrive ahead of renewal
ActionSet clear expectations for the upcoming renewal process — including payment timing, required actions, and any documentation needed
ActionIf contractor has transitioned from the NIB Program to the Full Program, ensure they are aware of and have authorized the associated membership fees
Post Action
ActionLog renewal prep conversation in CRM — note any questions raised, NIB to Full Program transitions identified, and contractor's stated intent to renew; update contractor profile
49
Renewing in 30 Days — Touch 2: Improvifi Renewal Review
Confirm renewal payment amount, date, and continued enrollment
▾
AM Tasks Triggered at 30 Days
TaskAM task triggered at 30 days prior to renewal
Action
ActionContact contractor to confirm the renewal payment amount and exact date of transaction — ensure contractor has this on their calendar and has adequate funds available
ActionConfirm contractor wants to remain enrolled in the program — address any hesitation or questions about the value of continued participation
ActionConfirm that membership fees are authorized and the correct payment method is on file
Post Action
ActionLog enrollment confirmation and payment details in CRM — note contractor's confirmed intent to renew, payment authorization status, and any concerns raised; update contractor profile
50
Renewal — Touch 3: Renewal Confirmation
Final renewal confirmation at time of renewal
▾
AM Tasks Triggered at Renewal
TaskAM task triggered at time of renewal
Action
ActionContact contractor to complete Renewal Confirmation — confirm payment has processed, re-enrollment is finalized, and the contractor is set up for the next program year
Post Action
ActionLog completed renewal in CRM — confirm re-enrollment, note payment confirmation, update contractor profile with new renewal date, and cycle contractor back into the Renewed Pipeline
CSM Console
Customer success management — clients, partners, and account operations.
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