Taking Off — training and guides for demandPILOT

If you run the agency → Ten minutes once, then four minutes a Monday. What arrives, what you do with it, and what happens while you are not looking. If you work a desk → Ten minutes the first time, less after. What the link opens, what each row is telling you, and how to open the call.

Or the two-page version — the same week, written to be printed and kept beside the keyboard.

Manager Console · quick start → Two pages. Set the capacity, build the Flight Plan, send it, and see midweek who worked what. Team Console · quick start → Two pages. What the Flight Plan gives you, the four questions Call Prep answers, and what to open a call with.

And when you want to know where a number came from.

The Pilot’s Manual → The reference, not a walkthrough. Where every figure on the page comes from, what the product will not tell you, and what to do when a row looks wrong.

What you already have

Nothing to install, by anybody

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.

Whoever runs the agency signs in. Your own email address, and a six-digit code sent to it. No password to invent, remember or reset. That sign-in opens your markets and this training.
Everybody else gets a link. When you send your week out, each person gets a message with a link in it. The link opens their own list. Nothing to install, nothing to join, nothing to adopt.
It works on a phone. A rep sitting outside a building can open their list, read the reason a facility came up and mark it called, without going back to a laptop.

Optional · sharpens it, never required

Your two files

demandPILOT works on public records from the first day, with nothing from you. Two files make it sharper, and both are optional. Nothing waits on them.

Your contract register. The facilities you already hold, one row per agreement. It marks your own accounts on the map, which turns on the two strongest reasons to call — buildings next door to one you already staff, and accounts of yours that are quietly buying from somebody else as well. Give every row a signature date, and put each addendum in as its own row under the same facility: that is what tells us how old your rates are and which agreement is the current one.
Your staff roster, by ZIP code. Where your own people actually live. Only the ZIP codes — no names and no pay. It shows you where your demand sits against where your supply sleeps, so you stop selling into ground you cannot cover.

Each template opens with a sheet explaining what every column is for and why we ask for it. Your register and your roster 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

Getting the rest of your people on

There are no seats to count and no licenses to allocate. Everyone at your agency is included at every price.

Send us names and work emails. Or add them yourself from your console. That is the whole of it.
They do not need an account to work a list. Only the person who sends the week out signs in. Anybody receiving a list just opens their link.
Send them this page. The desk guide is open on a link so you can forward it to a new hire on their first morning without setting anything up for them first.

Taking Off is your training. Here it is.

Nothing to install, by anybody

Your two files

Getting the rest of your people on

Stuck on something at eight on a Monday?