REFERENCE SYSTEM7 AREAS · 196 ENTRIES
RON TONKIN ACURA · QUICK START

How to use your Sales Process Atlas

CREATED BY JORDAN MCDONLEY

Find the right process, language, or coaching reference in seconds— before an appointment, during a live deal, or after a customer leaves.

01

Choose a process area

Use the left-hand Process Areas menu or pick an area below to start with the job in front of you.

02

Follow the branches

Open each branch until you reach the exact stage, conversation, template, KPI, or coaching reference you need.

03

Search in the moment

Use the search bar for fast answers. Try phrases such as trade appraisal, payment concern, follow-up, or delivery.

IPHONE QUICK SETUP

Add the Atlas to your Home Screen

Give it an app icon and open it full screen. Each person gets a separate copy on their own device.

  1. 1

    Open this page in Safari.

  2. 2

    Tap the Share button—the square with the up arrow.

  3. 3

    Scroll down and tap Add to Home Screen.

  4. 4

    Tap Add. Open the new Atlas icon like any other app.

No shared account or connected database. Your saved place and preferences stay on this device, and the core Atlas works offline after the first load.

BROWSE THE ATLASSELECT A PROCESS AREA
ATLAS CONTENTS
12process stages
45message references
15cadence points
16KPI definitions
12scenario references