- You
Sign in to the CLEAR Toolkit
Use your company email at clear-hub.pages.dev. No password yet? On the sign-in page, tap Set up my login and the link goes to your email.
✓ You're signed in. - You
Check My Profile
Your first name goes into every script and text, so make sure your name and cell phone are right.
Open My Profile - Christa sets this up
Connect your GoHighLevel
This is how every call note lands on the agent's contact. Tell Christa which one you use:
• Corporate account: Christa adds you as a user, with the same email you sign in here with. Agents you call are added there and assigned to you.
• Your own sub-account: Christa creates the connection for your sub-account and sends it to Willis to switch on.Until then, everything you log is saved here in the Toolkit, so you can start calling today.
Checking… - You
Get your agents on the list
Your call list is the agents in My Agents. Pick whichever fits:
• Bring them in from GoHighLevel in one tap (once your own sub-account is connected).
Open My Agents
• Add them one at a time, or upload a spreadsheet.
• Don't have agents yet? Open CLEAR Calls and use Find me agents. Type your zip codes, and we add listing agents from those areas to your list, usually within a day. - You
Put it on your phone
Open CLEAR Calls on your phone (the teal 📞 button at the top of every Toolkit page). iPhone: tap Share → Add to Home Screen. Android: tap ⋮ → Add to Home screen. After that it opens like an app.
- You
Make your calls
Pick what the calls are about, then work down the list. Each card has the call script, a voicemail and a text with your name in it. Tap Call or Text, then one tap to log how it went. Agents you reach move to Done. No-answers and call-backs stay on To call.
Open CLEAR Calls
Good to know
- Scripts are for one-on-one calls. Don't quote rates or payments on the phone or in a text. Offer to run the real numbers instead.
- If an agent says stop texting or don't call, tap that button. It takes them off your list and marks the contact in GoHighLevel.
- Calling and texting work best from your phone. On a computer, Call hands the number to your calling app.
- Stuck? Tap Tell Willis at the bottom of any Toolkit page.