A Seamless Journey: Your First Login and System Creation with The Systems Accelerator Manager Software

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Your First Login & System Creation with SAM

Welcome to SAM (the Systems Accelerator Manager). Whether you’re starting a trial or you’re a brand-new customer, the goal of your first login is simple: give SAM the context it needs to understand you, your business, and how you like to work.

Once that foundation is in place, SAM can do much more for you, from creating content in your voice, to helping manage contacts, to building Routines that automate follow-up and support your business behind the scenes. We'll cover all of those, but let's start with setup.

Before You Begin

As you start adding information to SAM, it is helpful to know that the information you add stays within your account and is used to help SAM better understand your business. The more context you provide, the better SAM can personalize content, communications, and automations for you.

Also, if you’re in a trial or just getting started, don’t worry, you’ll receive additional emails over the coming days to help you explore key parts of the platform step by step.

🖥️ Step 1: Sign In to SAM

1. Visit the Login Page

Open your browser and go to: sam.workflowsecrets.info.

Go to the SAM login page and sign in using one of the following methods:

1. Enter your email address and password, then click Sign In

2. Use Sign in with Google

Don’t have an account yet? Use the Sign Up option on the login screen, complete the signup steps, and you’ll land in the same place.

Note: If you have trouble logging in, double-check your email for your welcome message or hit the "Forgot Password?" link.

📊 Step 2: Start at the Dashboard (But Don’t Get Stuck There)

When you first log in, you’ll land on the Dashboard.

At first, the Dashboard may feel a little empty or even a little overwhelming, and that’s okay. A brand-new account won’t have much data yet, so this is not the first place you need to spend your time.

Later on, the Dashboard becomes a powerful place to monitor business activity, contact stats, missed milestones, and more. For now, your best next step is to set up your profile.

⚙️ Step 3: Open Your Profile (This is where you begin fine-tuning SAM so it better understands)

In the top-right corner, click your initials. From the dropdown menu, select Profile.

👥 Step 4: Complete Your Team / Company Information

Start by filling out the main profile details for your team, brokerage, or company.

Add whatever information you have available. This may include items such as your business details, branding context, and other company-specific information that helps SAM understand how to support your work.

A good rule here is simple - if it would help a real assistant understand your business, it will probably help SAM too.

- Time Zone: Crucial for correctly scheduling follow-ups and reminders.

- Broker & Company Info: Add your company name, address, and contact details.

- Team Members (Your Account):

- Member(s) Niche & Voice: The kinds of clients and opportunities you work with, and your writing style. (Don't worry - it doesn’t need to be perfect; just something that sounds like you!)

Insight: If you have team member seats in your plan, you can add their profiles here. Each member can have a unique writing voice and business focus, helping SAM tailor content to fit their style.

⚠️ Pro-Tip: As you complete each section, click Save in the top-right corner. ⚠️

👥 Step 5: Complete Your Team Member Profile

Next, go to your Account Owner or your team member entry and open your personal profile details.

This section is especially important because it gives SAM the context it needs to create content and automations that sound more like you.

Complete as much of the following as possible:

- Your Personal Details

- Your Member Niche

- Your Member Voice

- Your Service Area

- Additional Information About You As An Agent

What is Member Niche? Your Member Niche is the type of real estate work you most want to focus on.

Examples might include:

- First Time Home Buyers

- New Construction

- Luxury Condos

- Investors

- Relocation

If you have more than one niche, separate them with a semicolon " ; ".

Example: New Construction; First-Time Home Buyers; Luxury Condos

This matters because SAM can use those niches when creating resources, content, and automations tailored to the audiences you actually want to serve.

What is Member Voice? Your Member Voice is your writing style.

SAM uses this to create content that sounds more like you, whether that’s a lead magnet, a follow-up email, a nurture message, or another communication.

You can set this up in one of two ways:

- Manually Select Writing Style Attributes That Fit You

- Use Analyze Content & Paste In A Writing Sample

A writing sample could be: Any piece of content that you have written (avoid AI written content for this step).

Once SAM analyzes the content, review the suggestions and adjust anything you’d like.

💡 Step 6: Add Additional Information That Helps SAM Know You Better

The Additional Information section is a great place to add details that help SAM understand you more fully as an agent and as a person.

Good examples include:

- Your About-Me Bio

- Social Media Bio

- What Makes Your Approach Unique

- The Types Of Clients You Love Working With

- Details About Your Communication Style Or Business Philosophy

The goal is not perfection. The goal is useful context.

👥 Step 7: Add Team Members (If Your Account Includes Them)

If your account includes multiple team members, you may see an Add Team Member button.

Clicking it allows you to invite another user by entering:

- First Name

- Last Name

- Email Address

They’ll receive an invitation via email to create their account and join your team.

Note: If you are in a trial, you may only have access to a single user profile, and that is normal.

🔗 Step 8: Link Your Contact Record to Your Team Member Profile

Once your personal team member profile is complete, link your own contact record to that team member.

Use Link a Contact Record to This Team Member and search for your own contact.

If your contact record doesn’t exist yet, create it.

This gives SAM even more context by tying your user profile to an actual contact record inside the database.

💾 Step 9: Save Your Work

As you complete each section, click Save in the top-right corner.

This ensures your progress is stored and ready for SAM to use across the platform.

Step 10: Connect Your Email in Integrations

Once your profile is set up, the next best step is to connect your email.

Click your initials again in the top-right corner, then choose Integrations.

This is one of the most important first-login actions because email access allows SAM to help you create, review, and send messages through the platform.

1. Your Email Connection Options

Depending on your setup, you may connect email using:

- Google

- Outlook / Outlook 365

- SendGrid

For most users, connecting Google or Outlook is the easiest place to start.

2. How to Connect Google or Outlook

- Open the relevant integration

- Click Add Authorization

- Complete the sign-in flow in the popup window

- Approve access so SAM can send messages through your connected account

If the popup window does not appear, check your browser’s popup blocker and allow popups for SAM.

What Permission Are You Granting?

When you authorize Google or Outlook, you are allowing SAM to send a message you have created or approved using your connected email service.

That means SAM can help prepare the message, but you remain in control of what gets sent.

⚠️ Troubleshooting Permissions ⚠️

If email sending is not working correctly, check the permissions inside your Google or Microsoft account and reauthorize the connection if needed.

Sometimes simply removing the connection and adding it again resolves the issue.

Google Two-Way Sync

At the time of this update, Google can also support two-way synchronization for contacts and calendar in SAM. That means updates made in Google can sync to SAM, and updates made in SAM can sync back to Google.

Outlook two-way sync may not yet be available in the same way, depending on the current release.

🌟 Connecting The Dots 🌟

Step 11: Now Explore Generations

Once your profile and email are connected, Generations becomes much more useful.

Generations was one of the earliest core areas inside SAM and is where you can create resources using the C.O.R.E. Framework:

(C)onversions: Generate leads and nurture them into clients.

(O)perations: Streamline tasks like listing prep and contract management.

(R)etention: Stay connected with past clients for repeat business.

(E)xperience: Craft memorable client experiences that get referrals.

Inside Generations, you can create things like:

- Lead Magnets

- Guides

- Emails

- Marketing Resources

- Other Business-Building Content

Because you filled out your Member Niche and Member Voice, SAM can now use that context when creating content for you.

How Generations Works

From the left-hand menu, go to Generations

Choose a C.O.R.E. Category (Example used: Conversions)

1. Select the type of resource you want to build

2. Describe your objective

3. Answer the refinement questions SAM gives you

Review, edit, save, and continue refining as needed

You do not need a perfect prompt. Start with a clear Objective (or the goal this resource is hoping to accomplish), and let SAM help you refine it.

🏗️ Step 12: Start Building Your Database

As you begin using SAM, start adding contacts and information to your database.

The more quality information you add, the more SAM can help with:

- Personalization

- Follow-Up

- Communication

- Automation

- Client Experience

Within a contact record, you can store helpful details such as:

- Personal Information

- Preferences

- Insights

- Goals

- Priorities

- Important Dates

🟢Step 13: Use Important Dates to Trigger Routines

One of the most powerful ideas in SAM is the use of Important Dates.

🔑 Key Insight: Important Dates are how many automations begin.

For example:

- A New Lead Date

- A Birthday

- An Anniversary

- A Listing Milestone

- A Transaction Milestone

When you add an important date to a contact, that can trigger a corresponding Routine.

🛠️ Step 14: Build Your First Routine

Routines are SAM’s modern reimagining of traditional workflow automation.

Instead of manually building every step from scratch, you can give SAM an objective and let it help create the follow-up process for you.

A great first Routine to build is a 5-day new lead follow-up.

SAM can help by creating these automations:

- Outlining The Steps

- Spacing The Timing Correctly

- Creating all the Drafted Messages (in your members voice)

- Adding All The Needed Checklists, Activities, Call Reminders, Cal Items, Updating Triggers, Sending Webhooks, etc.

🔑 Key Insight: This is one of the biggest differences between SAM and older systems - rather than just storing data (like your Legacy CRM), SAM uses the information you’ve added to help create working systems around it.

✉️ Step 15: Send Your First Message

With your email connected, you can go to the email area and create a new message.

You can:

- Write Your Own Email

- Use A Template

- Let SAM Draft A Message For You

For example, you might ask SAM to create a welcome email for first-time home buyers.

Review the message, edit it as needed, and send it once you’re happy with it.

This is one of the easiest ways to see your setup come to life quickly.

🔍 What to Focus on First 🔍

For most new users, the best first-login sequence is:

1. Complete your profile

2. Complete your team member details

3. Add your Member Niche and Member Voice

4. Link your own contact record

5. Connect your email in Integrations

Bonus - Connect The Dots:

1. Create something in Generations

2. Add a contact and an important date

3. Build your first Routine

That gives you a real foundation inside SAM.

🧠 Keep the Right Mindset 🧠

SAM has a lot of power inside it, and you do not need to master everything in one sitting.

The best way to approach the platform is one step at a time.

Spend a few minutes each day learning one area, adding one piece of information, or building one useful system. Over time, those small actions compound into a much stronger business foundation.

🚀 What Comes Next? Keep the Right Mindset

SAM has a lot of power inside it, and you do not need to master everything in one sitting.

The best way to approach the platform is one step at a time.

Spend a few minutes each day learning one area, adding one piece of information, or building one useful system. Over time, those small actions compound into a much stronger business foundation.

Congrats! 🎉 You’ve successfully logged into SAM, set up your profile, and connected your first dots!

Here’s what you can explore next:

- Create More Generations: SAM remembers your inputs and gets smarter with each new resource.

- Explore Routines: Automate client follow-ups, birthdays, and transaction milestones.

- Check the Dashboard: Track conversations, system activity, and client engagement.

🤝 Need Help? We're Just an Email Away.

You are not expected to figure everything out alone, if you hit a snag or have a question, we’re always happy to help.

Get Ahold Of Our Team:

💬 On the top-right corner, click your initials, then from the dropdown menu, select Support Ticket.

📧 Via Email: help@workflowsecrets.info

You Can Also:

Watch The Guided Video Walkthrough On Youtube.

Keep An Eye On Your Inbox for Onboarding Emails For Focused Next Steps

Join Thursday Customer Office Hours every week at 1PM CST with our founders, Mark and Cody, and the Community to ask questions, troubleshoot issues, and learn what’s new that week in SAM! (See Onboarding Emails For Link or Customers Will Receive Weekly Reminders)

Welcome to SAM! We’re excited to help you build a smarter, more personalized, more automated business.