Aplanta Sales Engagement Tool — it's the mobile-first tool built specifically for Applanta reps to use in the field, in real time, during and after a visit with a potential client.

Before ASET, reps would jot down business info on paper, guess at pricing, text quotes manually, and forget to follow up. Leads would fall through the cracks. Now:

• No more paper — everything is captured digitally, in order
• No more mental math — pricing calculates automatically based on features selected
• No more manual quotes — ASET writes and sends the quote for you
• No more missed syncs — every lead goes to JR's dashboard the moment you save it
• No more lost leads — draft auto-save means you never lose a visit mid-intake

ASET is a standalone app — it works on its own, even without internet (saves locally). But when you're connected, it syncs to the whole system:

• Save & Sync → DASH: Every lead you save appears in JR's owner dashboard in real time
• Save & Sync → Email: An automatic build brief fires to dev@applanta.app with everything JR needs to start the build
• Team Chat: Shared with DASH — JR sees messages from ASET and DASH together
• Quiz Scores: Go straight to DASH so JR can see every rep's training progress
• Promos: JR pushes promos from DASH — they appear in ASET automatically

• Offline (No Wi-Fi): Visit tab, Features, Price, Quote, Scripts, Quiz — all work 100%
• Offline: Lead saves locally to device — won't reach DASH until connected
• Online required: Firebase sync, Team Chat, Promos, Map, sending email quotes
• Rule: Always sync before leaving the area — tap Save & Sync while you have signal

• Web address: applanta-aset.web.app?v=3
• Best practice: Add to Home Screen (works like a real app, no browser bar)
• Android: Chrome → 3-dot menu → "Add to Home Screen"
• iPhone: Safari ONLY (not Chrome) → Share button → "Add to Home Screen"
• Once installed, tap the ASET icon on your home screen — opens instantly

• Commission attribution: Every lead is tagged with your rep name — JR sees who closed what
• Commission calculation: The sync modal shows YOUR commission on every save (25% for standard reps, 40% for Lead Rep)
• Accountability: Quiz scores sync to DASH under your name
• Never log in as someone else — their name goes on the lead, they get the commission, you don't

• 🟢 Green "Synced" — Firebase connected, all leads syncing in real time
• 🟡 Yellow "Syncing..." — Currently sending a lead to DASH
• 🔴 Red "Local only" — No internet, lead saved on phone only (will sync when connected)
• 🔴 Red "No Firebase" — Firebase connection failed — notify JR

ASET automatically saves your work-in-progress every time you type or tap anything in the Visit tab. This is called a draft. It's saved to your phone's local storage.

• If you get a call mid-intake, close the app, or lose battery — nothing is lost
• Next time you open ASET, a Resume banner appears at the top with the business name and when it was saved
• Tap ▶ Resume to pick up exactly where you left off — all fields restored
• Tap ✕ to dismiss the draft and start fresh
• Draft clears automatically when you successfully Save & Sync a lead

• Business Name — The full business name. Goes into the quote, the email, and the DASH lead card. Get it right.
• Owner / Contact Name — The person you're talking to. Quote says "Hi [Name]!" — personal touch closes deals.
• Phone Number — Used to send the SMS quote. Triple-check it.
• Email Address — Used for the email quote and Stripe receipt. Ask even if they seem hesitant.
• Street Address — Physical location. Auto-captures GPS coordinates if permission granted. Helps JR map prospects.
• Business Type — 50+ types (Restaurant, Salon, Gym, Church, etc.). This pre-selects the right features automatically in the Features tab.
• Visit Notes — Anything you learned: "Owner mentioned they hate their current POS," "Said they get 80 customers/day," "Very interested in push notifications."
• Follow-Up Date — Schedule your next touch. Set it before you leave. Strong leads = 2 days. Medium = 5 days. Weak = 2 weeks.

After filling in the business info, you rate the lead. This tells JR and future-you how hot this opportunity is:

• 🔥 Hot — Ready to buy. Said "yes" or "let's do it." Set a follow-up for 24–48 hours.
• ☀️ Warm — Interested, asked questions, wants to think. Follow up in 2–5 days.
• 🌤️ Cool — Polite but non-committal. Follow up in 2 weeks.
• ❌ Unqualified — Not a fit. Already has an app, out of business, not interested. Still log them — shows activity.

Pro tip: Rate honestly. Hot leads get JR's immediate attention. Over-rating a cool lead wastes everyone's time.

The Business Type dropdown has 50+ categories. This is not just for notes — it drives the Features tab. When you select "Restaurant," ASET pre-selects the most relevant features for restaurants (Digital Menu, Online Ordering, Push Notifications, etc.). Select the wrong type and you'll have to manually adjust features.

When in doubt: pick the closest category. You can adjust features manually in the next tab.

When you land on the Features tab, it doesn't start blank. It reads the Business Type you selected in the Visit tab and pre-selects the most relevant features for that type. A restaurant gets Digital Menu, Online Ordering, and Push Notifications pre-checked. A gym gets Class Schedule, Membership Portal, and Booking.

Your job is to review with the client — confirm each pre-selected feature makes sense, add anything they want, remove anything they don't need.

• Core Features EVERY PLAN — included in all packages: Home screen, About Us, Contact, Photo Gallery, Business Hours, Map & Directions, Social Links, Click-to-Call
• Pro Features PRO+ — unlocked at Pro tier and above: Push Notifications, Online Ordering, Loyalty Rewards, Appointment Booking, Events Calendar, Digital Menu, Promo/Deal Alerts
• Premium Features PREMIUM+ — top-tier: App Store Listing (Google Play & Apple), Advanced Analytics Dashboard, Custom Onboarding Screen, Live Chat Support Widget
• Website NOW FREE — professional business website now included at zero additional cost with every package

Clients used to ask "Does the website cost extra?" Now you lead with it:

This is a huge value differentiator. Lean into it. No competitor is giving away a website for free.

🌐 Website included FREE with every build. All Own-It plans require $15/mo base hosting after launch.

💡 Use Monthly plans when a client hesitates on upfront cost. Lower barrier in — recurring revenue for the company.

ALPHA lets clients edit their own app just by talking to AI — describe what you want changed, and it makes it happen in seconds. No tech skills needed.

• Pro Plan: $29/mo — AI talk-to-edit, instant app updates
• Agency Plan: $69/mo — multi-client access, white-label ready
• Your commission: 20% recurring every month they stay — Pro = $5.80/mo, Agency = $13.80/mo

Applantis is Applanta's AI calling platform — it automatically reaches potential leads by phone using AI voice. Calls run M–F 9am–6pm, up to 50/day. Reps benefit because leads come pre-warmed before your visit.

• Powered by Claude AI + Retell voice — sounds natural and professional
• Every call is logged and transcribed — outcomes show in DASH for reps to act on
• Reps get notified when a called lead is ready for a follow-up visit

📞 Applantis pricing for client-facing use is quoted directly through JR.

APP is Applanta's enterprise AI governance service — sold to businesses that deploy AI and need compliance enforcement, audit trails, and policy control. This is a separate B2B product, not a custom app build.

💡 Competitors charge $5,000–$50,000+/mo. APP delivers the same compliance power at a fraction of the cost — that's your pitch.

• 🌐 Website: FREE with every single package — no exceptions, no add-on fee
• 🤖 AI Chat Widget: +$200 one-time, +$10/mo
• ⚡ Rush Delivery (24–48hr): +$150 — use when client has a grand opening or event deadline
• 📋 Blueprint/Consultation Session: $100 (non-refundable, credited toward the build)

• Full Pay: Client pays the entire build fee upfront. Work begins immediately. Monthly billing starts at launch — not at signup.
• 50% Deposit: Half down to start, half at launch. Great for hesitant clients who want to "try" before full commitment.
• Which to offer first? Always offer Full Pay first. If they hesitate on the number, present the deposit option.

When you tap Save & Sync, a modal pops up showing your cut:

• Standard Rep (25%): e.g., Standard build $500 = $125.00 your cut
• Lead Rep (40%): e.g., Standard build $500 = $200.00 your cut
• ALPHA referral (20% recurring): Pro $29/mo = $5.80 every single month they stay active
• Commission is on the build/setup fee only — not the monthly hosting
• You see your number every time you save. Let it motivate you.

Say the number confidently and STOP TALKING. Silence after price is normal. Don't apologize for the price. Don't immediately offer a discount. Let them respond first.

• Business name — personalized to the client ("Hi [Business Name]!")
• Feature list — every feature selected, clearly listed
• Package name + price — setup fee and monthly cost
• Website included — explicitly called out at no extra charge
• Build timeline — standard 5–7 days or Rush 24–48 hours if selected
• Applanta branding — professional, clean, builds trust
• Payment link — direct Stripe link so they can pay right from the text or email
• 48-hour expiry notice — creates urgency to act

Every quote can be sent in English or Spanish. Tap the toggle at the top of the Quote tab before sending. Use Spanish whenever the business owner's primary language appears to be Spanish. It removes a barrier, shows respect, and closes deals faster.

Pro tip: Send both. Text gets their attention. Email gives them something to share with a business partner.

Every quote expires in 48 hours. This is built into the quote language and creates real urgency. Here's how to use it:

• When sending: "This quote is good for 48 hours — I'd love to get you locked in before that resets."
• If they go quiet for 3 days: resend the quote fresh from ASET — it resets the clock and puts your name back in their inbox
• Never manually drop the price to "re-engage" — resend the quote first

The quote includes a digital signature field the client can tap to accept. When they sign:

• Their acceptance is recorded with a timestamp
• ASET marks the lead as "Quote Accepted" in the Visits Log
• JR gets notified in DASH to prepare for payment collection
• A signed quote + payment = deal closed

• What it shows: The Payment tab displays the Stripe payment link matched to the exact package you selected in the Price tab — no copying, no looking anything up
• Two link types: Full Pay (entire setup fee) and Starter/Deposit (partial upfront) — both are live Stripe links
• How to use it: Tap the link to open Stripe in the browser, or share the link directly to the client's phone via text or AirDrop
• Client pays on their phone: They tap the link, enter their card, payment processes — done
• Receipts are automatic: Stripe sends a receipt to the client's email AND notifies JR instantly — you don't need to do anything extra
• Never collect cash: All payments go through Stripe. No exceptions. Cash = no receipt, no record, no commission attribution.

This is the most important button in ASET. When you tap Save & Sync after completing a visit, three things happen at exactly the same time:

After sync: the sync dot turns green, the lead appears in your Visits Log as "Synced," and the draft clears.

• Syncing in front of the client makes it feel real — the deal is done, not pending
• If you have no internet: tap Save locally, then sync the moment you get signal
• Never leave a visit without saving — even unqualified leads get logged

• Business Name & Type — quick identification at a glance
• Date Logged — when you first visited
• Lead Strength Icon — 🔥 Hot / ☀️ Warm / 🌤️ Cool / ❌ Unqualified
• Sync Status Dot — green = synced to DASH, red = local only (hasn't reached JR yet)
• Package Selected — which tier was quoted
• Follow-Up Date — when you said you'd reach back out
• Rep Name — who logged it (important in shared environments)

You typed the wrong phone number. Wrong business type. Misspelled the owner's name. No problem:

Never delete and re-enter a lead just to fix a typo. Always edit — it preserves the original timestamp and history.

• Filter by Hot — see only 🔥 Hot leads. These need your attention this week. Call them.
• Filter by "Not Synced" — find any leads stuck in local storage that never reached DASH. Sync them immediately.
• Filter by Date — find leads whose follow-up date has passed. Those are overdue calls.
• Filter by Package — see which tier most of your leads are on. Are you underselling? Overselling?

Every morning before you go out, open the Visits Log and check:

• Who has a follow-up due today? → Call them before you start new visits
• Any Hot leads from the past 48 hours that haven't paid? → Follow up first
• Any unsynced leads? → Sync before leaving the house
• Any Warm leads from 5+ days ago? → They've had time to think — reach out now

• Shared channel: Messages sent from ASET appear in JR's DASH in real time — same conversation, two apps
• What to use it for: Quick questions ("Can I offer Rush on the Pro package today?"), confirmations ("Just synced the La Cocina lead — hot one!"), updates ("Heading to Zone 4 this afternoon")
• What NOT to use it for: Sensitive client info, payment disputes, or anything that needs a real phone call
• Notification dot: A red dot on the Team Chat tab means JR or another rep sent a message — check it before you go into a new meeting
• Requires internet: Messages don't send offline — check your connection first

• JR pushes active promotions from DASH — they appear in the Promos tab automatically, no update needed
• Check before every visit: "Is there an active promo I should mention today?" A limited-time offer can be the tipping point that closes a Warm lead
• Example promos JR might push: "Free Rush this week only," "50% off second month," "Refer a business and get $50"
• Promos tab is always current — whatever JR pushed is what you see, no stale info

• Every lead you've logged with a street address appears as a colored pin on the map
• Pin colors match lead strength: 🔥 red, ☀️ yellow, 🌤️ blue, ❌ grey
• Use it to spot clusters — if you have 3 Warm leads on the same block, that's a half-hour follow-up route
• Use it to spot gaps — neighborhoods with no pins are untouched territory
• JR also sees all rep pins in DASH — he uses it to assign zones and spot coverage holes

• Built-in knowledge quiz inside ASET — 20 randomized questions covering pricing, scripts, and features
• Scores sync to DASH: JR sees every rep's quiz score — it's how he tracks training readiness
• Take it before a new sales week to warm up
• If your score drops below 80% — review the Scripts tab and retake before heading out
• Top scorers get priority on high-value leads assigned by JR