Onboarding status
Where your setup stands today — what is done, the one step that is yours, and what is still on our side.
Already standing
- CRM workspace built — “Mosaic - Michael Knies,” every AI feature on
- Both pages live — Mosaic agent page + North Star Car Guy
- Drive folders shared — you are an editor on yours and on LotLogix
- Your brain is on file — the North Star Conversation System
- Your vCard is filled with your real number and email
- Your hosted card + QR are minted — live below
- Your console is live — every tool in one place, inside this room
- Your LotWalk account sheet is written and ready
One step: sign in
- Accept the Staff invite sent to mknies31@gmail.com for your workspace and finish sign-in
- Accept the second invite — your seat in the LotLogix master account
- Until then your account shows “invited, not signed in yet” — that is the whole hold-up
Still ours to finish
- Scrub pass: rewrite the inherited wording inside your CRM to Mosaic before any number or leads are attached
- Switch on your card's capture forwarding when your CRM activates, and verify the first capture lands in your roster
- Build your salesperson app on the Rob pattern
Your console
The workbench inside this workspace: today's follow-ups, Lot Walk and its audio recaps, lead capture, inventory, your content pack, the FTC / MAP compliance checklist, your Drive & folders, and support — every tool one tap away, in your North Star Car Guy skin.
What you receive
Every piece of your kit. Live pieces open; pieces still being built say so and carry no door.
Your pages
Your Mosaic agent page — and your personal brand, the North Star Car Guy page — both live with the full Mosaic inventory.
Your CRM workspace
“Mosaic - Michael Knies” — built, Mosaic-branded, every AI feature on. It activates for you the moment you accept the invite and sign in. Your seat in the LotLogix master account is in the same state.
Your Drive folders
Your own folder — page, brain, card, app, lotwalk — plus the shared LotLogix folder. You are an editor on both.
Your brain
The North Star Conversation System — the five-card follow-up playbook you wrote. It is the seed your assistant, your drafts, and your LotWalk follow-up all run on.
Your LotWalk
Two halves, one machine. Record a walk is the front end you open on the lot — intake creates the client’s folder and contact, then you hit record. The LotWalk console is the back end, right inside this room: every walk by date and client, each with its report and its folder attached. You approve before anything sends — always.
Your card
Your hosted virtual card is minted — in both of your skins: your Mosaic card and your North Star Car Guy card. Call, text, email, save-contact, share, on-page QR, take-a-selfie, and a leave-your-details form. The form switches fully on with your CRM activation — until then it tells visitors straight and points them to your phone; it never pretends a message went through.
Your app
Your salesperson app — Today, Leads, Follow-up, Listings, Card — is not built yet. It follows Rob's live app pattern once your CRM sign-in is complete.
Your campaigns
Built for you in the LotLogix library: the Stellantis Affiliate campaign plan, the Ford & GM replica play, the fleet logo visualizer, and the 150-company Twin Cities fleet campaign dashboard. Internal pieces — they live with the team, not on a public door.
