Each view shows only its screens, features and sample data. All spaces is read only. Use Left/Right arrows, Home or End to move between views.
Sam’s Career
Career holds Sam’s executive search, board seats, advisory work and fractional role. The filters change the examples you see, not the space.
Career filters
Real live-Demo screen · fictional data. Keep every conversation moving
Step 1
Keep every conversation moving
Track each opportunity by stage, with its next step and follow-up. An older Sam clip is not used here.
Search pipelineFree, up to 5 live opportunities
See the stage, next step and follow-up for each conversation. Premium removes the live-opportunity limit.
Fictional live-Demo sample
Company
Role
Stage
Pay
Ostrevane Systems
Chief Revenue Officer
Final round
$420,000 base / year
Lanternmoor Forge
Chief Executive Officer
Offer
$510,000 base / year
Quillmere Freight
Chief Operating Officer
Offer
$455,000 base / year
Real live-Demo screen · fictional data. Prepare with the people behind the role
Step 2
Prepare with the people behind the role
Keep the search partner, hiring leader and open promise with the conversation.
Recruiters and peopleFree
Keep the people behind a role with that conversation.
Prep sheetsPremium
Bring the role, people and open commitments together before a call.
Fictional live-Demo sample
Person
Role
Anouk Treverrow
Partner, Northwhistle Search
Oren Vasquez
CEO, Quillmere Freight
Real live-Demo screen · fictional data. Compare the offers, not just the headline
Step 3
Compare the offers, not just the headline
Compensation compare puts the offers side by side. Amounts below are fictional demo values, not a recommendation.
Compensation comparePremium
Put offers side by side, including the role you have now.
Equity model and offer checklistPremium
Explore equity and check the offer. Free includes one full run on one opportunity.
Fictional live-Demo sample
Company
Base / year
Target bonus
Equity / year
Quillmere Freight
$455,000
60%
$400,000
Lanternmoor Forge
$510,000
75%
$650,000
Real live-Demo screen · fictional data. Sam’s board and advisory work
Step 4
Sam’s board and advisory work
The fictional board and fractional records have their own titles, stages and pay.
Board seats and client rolesPremium Portfolio · Free: 1 client or seat
Keep the role, stage and next date together. Free and Premium include one client or seat; Premium Portfolio has no limit.
Terms and renewal remindersPremium Portfolio · Free: 1 client or seat
Record when a role ends or renews and how far ahead to be reminded.
Fictional live-Demo sample
Organization
Role
Pay
Thistlecombe Health
Independent Director
$45,000 / year
Quarry Lane Software
Advisor to the CEO
No amount in the demo
Marlow Provisions
Fractional COO
$9,000 / month
No examples for this filter in this walkthrough.
Sam and Nora’s Household
The patio project, helpers, quote and to-dos stay together, away from Sam’s search.
Real live-Demo screen · fictional data. Start with the project
Step 1
Start with the project
Patio refresh has one group: Patio contractor.
Projects and contractorsIncluded
Group the project and the helpers you are considering.
Fictional live-Demo sample
Project
Helpers
Patio refresh
Shorewick Outdoor Co; Nettleford Patios
Real live-Demo screen · fictional data. Keep the quoted amount with the helper
Step 2
Keep the quoted amount with the helper
Shorewick Outdoor Co has a quote. Nettleford Patios is still at Asked for a quote; Nettleford hasn't sent its quote yet.
CostsIncluded
Keep quotes, invoices and paid items with the space.
Quote compare and attachmentsIncluded
Compare the helpers and their quotes side by side, with files beside the price.
Fictional live-Demo sample
Helper
Stage
Quote
Shorewick Outdoor Co
Got a quote
$8,200
Nettleford Patios
Asked for a quote
Quote not in yet
Real live-Demo screen · fictional data. Give Nora access to this space
Step 3
Give Nora access to this space
Sam Patel is Owner and Nora Patel is Editor. Sharing this space does not share Career.
Share a spaceFree with 1 person
Choose an Editor or Viewer. Premium shares with up to 5 people.
Today and assigned to-dosIncluded
See what is due and who is doing it.
Fictional live-Demo sample
To-do
Assigned to
Compare the two patio quotes
Sam Patel
Pick a patio finish sample
Nora Patel
Caregiving for Mom
Sam Patel and Dana Whitfield share the practical work: rides, home help and to-dos. This is not for medical records.
Real live-Demo screen · fictional data. Find the help Mom needs
Step 1
Find the help Mom needs
The live Demo groups ride help and home help under “Weekday rides and home help for Mom”.
Finding helpIncluded
Keep ride help and home help in separate groups, with a stage for each helper.
Projects and contractorsIncluded
Group the project and the helpers you are considering.
Fictional live-Demo sample
Helper
Stage
Merricklane Rides
Picked
Fennbrook Neighbor Drivers
Called
Hollyvale Home Helpers
Visit set
Marrowgate Home Help
Called
Real iPad live-Demo screen · fictional data. Sam’s home help comparison
Step 2
Compare home help quotes
Keep the two weekly home help quotes together. Compare the helpers’ stages and weekly costs side by side.
Quote compare and attachmentsIncluded
Compare the helpers and their quotes side by side, with files beside the price.
CostsIncluded
Keep quotes, invoices and paid items with the space.
Fictional live-Demo sample
Provider
Weekly home help quote
Hollyvale Home Helpers
$320
Marrowgate Home Help
$285
Real live-Demo screen · fictional data. Share the work, not every space
Step 3
Share the work, not every space
Sam owns this space. Dana is an Editor. Nora’s Household access does not give her access here.
Share a spaceFree with 1 person
Choose an Editor or Viewer. Premium shares with up to 5 people.
Today and assigned to-dosIncluded
See what is due and who is doing it.
Fictional live-Demo sample
To-do
Assigned to
Compare the two home help quotes for Mom
Sam Patel
Drive Mom to the farmers market
Dana Whitfield
Share Mom's weekday ride times
Unassigned
Real live-Demo screen · fictional data. Keep the ride and its to-do in view
Step 4
Keep the ride and its to-do in view
Dana’s live Demo calendar shows the ride and the related to-do. This is the same shared Caregiving space, seen by its Editor.
Space calendarIncluded
See the space’s dated tasks and visits together.
Today and assigned to-dosIncluded
See what is due and who is doing it.
Fictional live-Demo sample
Event
Duration
Ride Mom to the farmers market on Saturday
90 minutes
Sam’s whole week, read only
Sam owns Household and Caregiving. Nora edits Household; Dana edits Caregiving. In the app, All spaces brings Today and the calendar together. Here's how the week looks across spaces.
Real live-Demo screen · fictional data. Look across spaces, then open one to make a change
Step 1
Look across spaces, then open one to make a change
Demo dates move with the day you open it.
All spaces, read onlyIncluded
Look at Today and the calendar across spaces. Open the item’s own space to make a change. Only you see the combined view.
Fictional live-Demo sample
Space
Item
Relative date
Career
Quillmere Freight: Send the counter proposal
1 day after opening Demo
Household
Compare the two patio quotes
1 day after opening Demo
Caregiving
Compare the two home help quotes for Mom
1 day after opening Demo
Caregiving
Drive Mom to the farmers market
2 days after opening Demo
One life, separate spaces.
The core work comes first. Use the space choices above to look at the rest without mixing the records. Sharing one space does not share the others. How spaces work.
Your assistant prepares updates. You review them and bring them in.
Try the fictional Demo
Open Settings, Help and demo, choose Sam Patel, then Turn on selected demo. Your own information stays as it is. Demo unlocks the features to explore; the labels here show the plan needed outside Demo. Compare plans and Free limits.
Principal Seat
