THEFOUNDATION
✓You're in. Let's build your Rep OS.

Tell us about your firm.

Your answers become your kit: the projects, the quote template, the decks, and the Pipeline. Plan on 15 to 20 minutes. Your progress saves on this device as you go, so you can stop and come back.

Step 1 of 8 Saved

Your firm

The basics that go on every guide, quote, and deck.

Used in file names, like PDR-RepOS-Kit.

Where we send your kit. Use the email from checkout.

Markets you sell into
What do you call the manufacturers you carry?

Your kit will use your word everywhere.

Your team

Everyone who gets a seat. Each role gets its own part of the setup guide.

Owner holds the Claude account and uploads the skills. Ops runs the system day to day. Rep is in the field.

What you represent

Each line gets its own Claude project with its price guide and product knowledge. Tell us which ones you present and in whose brand.

The quote template offers these as presets.

Who you sell to

This sets up the Pipeline's customer types and the examples in your guides.

Rank who you sell to, most important first
    Activities you log
    One real recent project

    We use real names in your guides so the examples look like your week, not a template.

    Your tools

    Your kit is built for the tools you already use.

    Email and files
    Claude plan today
    CRM
    Do you use Slack?
    Meeting notes

    Where deals slip

    This is what we tune your follow-up clock and Follow-Up Writer around.

    Brand and voice

    Your guides, quotes, and decks wear your brand and sound like you.

    Where should we pull your look from?
    Colors

    PNG, JPG, SVG, or WebP. Under 1.5 MB.

    A white or light version, if you have one.

    Presentation formats you use

    For lunch-and-learns and new product launches.

    Your Follow-Up Writer learns your voice from this.

    Last check

    Anything we should know, then review and send.