Agent Training Tracker
Track onboarding progress and completion.
Open tracker
Internal agent headquarters
Confident Buying Headquarters
The working front door for agent onboarding, HAR training, lead workflows, project status, SOPs, and Rosco-supported systems.
Daily operating links
The links agents and Daniel are most likely to need during regular work.
Expired Listing Tracker
Reviewed lead queue from authorized HAR alerts.
Open trackerProject / Linear Snapshot
Current Rosco and Confident Buying work status.
View statusHQ Link Map
Reference map for the Headquarters source layer.
Open mapAgent Start Here
Use this page to understand what to do on your first day and first week with Confident Buying.
Day 1 checklist
- Bookmark Headquarters.
- Read Agent Start Here — First Week at Confident Buying.
- Confirm HAR access and login path.
- Review ShowingSmart and Platinum CRM basics.
- Ask Daniel which active project/client/listing to shadow first.
First week checklist
- Complete HAR Training overview.
- Learn the ShowingSmart workflow.
- Learn the Platinum CRM workflow.
- Review lead generation / expired listings process.
- Use SOPs/templates before creating anything from scratch.
Source of truth: Agent Start Here — First Week at Confident Buying.
HAR Training
Learn the HAR tools and workflows Daniel expects agents to know before supporting clients, leads, showings, or listings.
Training path
- HAR login and member portal basics
- ShowingSmart setup and showing coordination
- Matrix saved searches and auto emails
- Platinum CRM setup and daily use
- MarketInsight / LeadsMagnet / EmailMarketing
- CloudCMA / InstantCMA
- 4-week implementation checklist
Core SOPs
Use these when learning the systems Daniel expects agents to operate consistently.
Lead Generation / Expired Listings
Understand how expired-listing leads move from HAR alerts into Rosco’s reviewed lead queue.
Operating rules
- HAR email alerts are the source trigger.
- The Google Sheet is the operating tracker.
- Headquarters links to the tracker; it does not copy live lead/contact data onto this site.
- Outreach stays reviewed/queued until contact source, DNC/compliance, and Daniel approval are clear.
- Rosco can draft language; Rosco does not send messages or place calls.
Data boundary
The Expired Listing Tracker may be restricted to Daniel and assigned agents because it can contain lead/contact data.
Open Expired Listing TrackerProjects + Progress
See what Confident Buying and Rosco are actively building, maintaining, or waiting on.
How to use this page
This page is the quick status view before asking for project updates. It should show active work, owners, blockers, and next steps.
Linear / LLM work
Linear is the build board. Headquarters shows a safe operating view for Daniel and the team.
SOPs + Templates
Repeatable instructions and templates for day-to-day agent work.
ShowingSmart
Setup and showing coordination.
Open SOPPlatinum CRM
Setup and daily use.
Open SOPLead Generation
Expired listings with Rosco.
Open guideTemplate roadmap
- Buyer email/text templates
- Seller email/text templates
- Showing confirmation templates
- Post-showing follow-up templates
- Listing launch checklist
- Daily routine checklist
Rosco / Agent Systems
Understand what Rosco can help with and what still requires human approval.
Rosco can help
- Summarize project status
- Process approved intake sources
- Prepare lead queues
- Draft outreach for review
- Draft SOPs and checklists
- Maintain source docs and link maps
Rosco cannot
- Send outreach without approval
- Bypass source or compliance rules
- Publish changes without approval
- Expose admin-only or client/prospect data broadly
- Replace Daniel’s judgment on client-facing decisions
Guided onboarding path
Move through the Headquarters in this order.