🧭
NOMAD SYSTEMS
Company Hub
🧭 Nomad Hub

Dashboard

Portfolio overview, or pick a business for its own dashboard

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Open Audits
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⚑ Quick Links
βœ… Assets Built

Businesses

Your portfolio β€” add, edit & delete here. Every business flows to the CRM, Tasks, Sequences & Forms dropdowns automatically.

Calendar

Everything in the hub with a date β€” tasks, CRM follow-ups & scheduled sequence sends

⚑ Non-Negotiable Daily Block β€” Every Weekday
15 min CRM pipeline review + follow-ups. Nothing waits 48+ hrs.
30 min LinkedIn β€” 20+ connections, reply all messages, post or engage.
15 min Email + client messages β€” nothing waits >24 hours.
Weekly Focus β€” click any day to edit
Priority Stack β€” When Overwhelmed

Marketing

Social profiles for every business, a content planner, and your strategy

The 5 Rules
CTA Hierarchy
πŸ”΄
Primary: Free Audit Booking
Every channel, every piece of content β€” this is the ONE CTA
🟠
Secondary A: Nomad Base Membership
Stan Store β€” $27–47/month β€” use when audit CTA doesn't fit
🟑
Secondary B: EWT Tours Trip Waitlist
For lifestyle content β€” never mixed with consulting CTAs

Tasks

Pick a business or Personal Β· switch between List & Board Β· contact tasks sync with the CRM

Discovery Call - Nomad Systems

Intake form + PAIN qualification Β· Fill out during or immediately after every call

30-Minute Call Framework
Open (2 min)
Set the agenda, get buy-in
Questions (20 min)
Work Q1–Q9 in order
Reflection (3 min)
Mirror back the 3 pains
Next Steps (5 min)
Propose assessment + book walkthrough
Client Intake
The 9 Discovery Questions
Q1 β€” Day-to-Day
"Walk me through a typical week in your business β€” what does your day-to-day actually look like?"
Q2 β€” Biggest Bottleneck
"What's the biggest bottleneck in your business right now β€” the thing that, if fixed, would give you the most time or money back?"
Q3 β€” Current Tools
"What tools and software are you using right now to run the business?"
Q4 β€” Lead Handling
"How do you currently handle new leads or inquiries β€” what happens from the moment someone reaches out to you?"
Q5 β€” Onboarding
"Walk me through what happens when you bring on a new client or a new agent β€” what does that process look like?"
Q6 β€” Past Client Follow-Up
"How do you stay in touch with past clients or past customers β€” is there any kind of follow-up system in place?"
Q7 β€” Repetitive Tasks
"What does your week look like in terms of tasks that feel repetitive β€” things you do over and over that you wish just happened automatically?"
Q8 β€” 10 Hours Back
"If I could give you back 10 hours a week in your business β€” what would you do with that time?"
Q9 β€” Timeline & Urgency
"What's your timeline β€” is there urgency here, or is this more of a 'someday' thing for you?"
Pain Points + Call Summary
PAIN Qualifying Score
P β€” Pain (real, specific, costly)
1 = vague  Β·  2 = clear  Β·  3 = urgent + specific
A β€” Authority (decision maker?)
1 = gatekeeper  Β·  2 = influencer  Β·  3 = owner
I β€” Investment (budget signal)
1 = resistant  Β·  2 = open  Β·  3 = mentioned budget
N β€” Now (urgency)
1 = exploring  Β·  2 = next quarter  Β·  3 = need it now
β€”
Total Score / 12
Qualification
Saved Calls

Forms

Discovery calls & intake sheets per business β€” pick a form on the left. Submissions link to a CRM contact.

⚑ Automations

When something happens β†’ do something. Triggers & actions, running on your own engine.

Clients

Click a client to open their page β€” notes, tasks, and time tracking

CRM

Contacts, pipeline & imports β€” lives in Supabase

NameEmailPhoneCompanyBusinessStatusTagsNext taskLast activity
Drag-free board β€” use the stage dropdown on each card to move it.
Finds contacts sharing an email, phone, or name within the same business. Respects the business filter above.

Import contacts from CSV

Upload the CSV, map the columns, pick the business, import. Duplicate emails (per business) are skipped automatically.