Recruiting & Permitting
Recruit CRM
Recruit Nurturing
Permitting
Downline Management
Recruit CRM
"Pizza Tracker"
Tasks
Nurturing Workflows
Screening / Interviewing
Acceptance / Offer
Manager Discovery
Bundle Creation
Reporting
Recruiting & Permitting
Recruit CRM / Downlines
Automatic Downline Management. Edit via UI or API
Recruiting & Permitting
Recruit CRM / Contact MGMT
Every team leader can add their contacts, start nurturing sequence, watch "Pizza Tracker" progress.
Recruiting & Permitting
Recruit Nurturing
Start nurturing drip to potential recruits as soon as a team leader adds a contact!
Recruiting & Permitting
Recruit Nurturing
Automate entire recruiting journey with built in nudges, micro-pages.
Recruiting & Permitting
Recruit Nurturing
Eliminate busy work like scheduling.
Schedule Interview
Lehi
Recruiting & Permitting
Recruit CRM / Tracking
Faster interview, to offer, to onboarding.
Recruiting & Permitting
Potential Recruits
Faster interview, to offer, to onboarding.
Phase 1
Send gift-wrapped recruits to Pipeline for Onboarding
Recruiting & Permitting
Potential Recruits
Faster interview, to offer, to onboarding.
Know thy Funnel
Reporting Designed
for high-volume recruiting.
Recruiting & Permitting
Streamline Permitting
Faster interview, to offer, to onboarding.
Manager Discovery
Bundle Creation
Ops / Manager Coordination
Recruiting & Permitting
Streamline Permitting
Faster interview, to offer, to onboarding.
Manager Discovery
AI powered permit discovery & QA on state & local levels.
Permit Team
| Peter Winthroop |
| Ada Moore |
| Jackson Lee |
Recruiting & Permitting
Streamline Permitting
Faster interview, to offer, to onboarding.
Manager Bundle Creation
Task system orchestrates per-rep work automatically to dramatically reduce complexity of permitting an entire team.
| Peter Winthroop |
| Ada Moore |
| Jackson Lee |
Recruiting & Permitting
Streamline Permitting
Faster interview, to offer, to onboarding.
Rep Info into Permits
AI used to infer permit field locations and necessary rep information information.
| Peter Winthroop |
| Ada Moore |
| Jackson Lee |
| Applicant Name | Peter Winthrop |
| City | Tucson |
| State | AZ |
| Phone Number | 520-555-1212 |
Recruiting & Permitting
Streamline Permitting
Faster interview, to offer, to onboarding.
Recruiting & Permitting
Streamline Permitting
Faster interview, to offer, to onboarding.
All Assets Gathered
Ops team saves BIG on tedious organization tasks.
| Applicant Name | Peter Winthrop |
| City | Tucson |
| State | AZ |
| Phone Number | 520-555-1212 |
| Applicant Name | Ada Moore |
| City | Leah |
| State | UT |
| Phone Number | 801-555-1212 |
| Applicant Name | Jackson Lee |
| City | Orem |
| State | UT |
| Phone Number | 801-211-1212 |
Recruiting & Permitting
Streamline Permitting
Faster interview, to offer, to onboarding.
Manager Visibility within Portal Tasks
No more lost group message threads. Everything tracked.
POST /api/compliance {
"content" : "permits"
}
POST /api/compliance {
"content" : "permits"
}Recruiting & Permitting
Permitting Compliance FTW!
Reporting, SnowFlake Integration already built, API all the things.
Investment
Recruiting & Permitting
| Item | Term | Units | Price | Discount | Final Price |
|---|---|---|---|---|---|
| Launch Development & Consulting | one-time | 1 | $50,120 | $50,120 | |
| Annual Service & Support | annual | 1 | $144,000 | $144,000 | |
| Additional MAL's for Lead Nurturing & Oboarding | annual | 25,000 | $75,000 | 15% | $63,750 |
| Total Investment | $257,870 |
Timelines
Recruiting & Permitting
| Deliverable | Testing | Full Release |
|---|---|---|
| Recruit CRM & Nurturing | Aug 26th 25 | Sept 9th 25 |
| Permitting System | Nov 1st | Nov 15th |
Dates are based on Aug 12th start
Vivint Recruiting & Permitting
By Stephen Rhyne
