Maximize Your Experience with Profile Settings in The Systems Accelerator Manager Software

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Maximize Your Experience with Your Profile in SAM

Getting started with SAM means customizing it to fit your unique business needs. When your profile is set up correctly, SAM can create more personalized content, generate better automations, and deliver an experience tailored to how you work.

Follow this simple guide to set up your profile and get the most from SAM.

🛠️ 1. Open Your Profile Settings

- Click the white circle with your initials in the top-right corner.

- From the dropdown menu, select "Profile".

- Look for the completion bar at the top of the screen - it shows how much you've filled out and how much more there is to go.

🏢 2. Add Your Company Details

- Name

- Address

-Phone number

- Email

- Website

In the additional information section, add key details like your mission statement, core values, or any special services you offer. The more SAM knows, the better it can tailor your messages.

🤝 3. Enter Your Broker Information

- Broker’s name

- License number

- Phone number

- Email address

f relevant, share the broker’s business philosophy or areas of expertise. SAM can weave these into resources like bios, welcome emails, or team introductions.

👥 4. Set Up Your Team Members (If Applicable)

If you're on a trial plan, you’ll only have access to your own profile for now. Once you subscribe, you’ll be able to add more team members as needed - in the meantime skip the 'Add Team Member" step and start filling in your own information.

For subscribers with multiple team seats:

- Click the "Add Team Member" button.

- Fill in their name, role, and contact details.

- Assign their Member Voice - this helps SAM match their writing style when generating content.

- Add their service areas (e.g., neighborhoods or property types they specialize in).

- Use the additional information section to include hobbies, fun facts, or client-related notes.

Editing or Deleting Profiles: Need to make changes later? No problem. Just click on the team member's name to edit their details or select "Delete" to remove them permanently.

⚙️ 5. Fine-Tune for Maximum Impact

- Update regularly: Markets change, and so do teams - keep profiles fresh.

- Be cautious with deletions: Deleted profiles can't be recovered.

🎉 You're All Set!

A well-filled profile helps SAM generate content that sounds like you, engages clients naturally, and keeps your business running smoothly.

Need help? Watch our video tutorial or reach out to us anytime at help@workflowsecrets.info.

Don't forget to check out our video tutorial above for a guided walkthrough. Let's make something exceptional together with SAM!

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About the Systems Accelerator Manager (SAM)

SAM is an AI-native platform that is helping real estate agents and teams across North America run their business. Instead of managing endless tasks, follow-ups, and templates by hand inside dated tools, SAM replaces that patchwork, bringing together your database, communications, and automations, then builds and runs the entire system for you.

From lead follow-up to transaction timelines to past client nurture, SAM creates automated Routines that feel personal, act instantly, and run in the background, so your business keeps moving even when you’re focused on the 1:1 personal relationship building that helps close deals.

Unlike traditional CRMs, SAM doesn’t store data, it activates it. Built from the ground up with AI at its core, SAM adapts to how you work, learns from every interaction, and becomes the engine behind more consistent communication, stronger relationships, and sustainable growth, with less effort.

At Workflow Secrets, we believe the right systems don’t just improve your business, they change your life for the better. SAM is designed to do just that, free up time for the things that matter most: friends, family, hobbies, and growing your business.

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HQ - Bolivar, Mo
Remote Office - St. Louis, Mo

Contact

help@workflowsecrets.info

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