The KeptHaven playbook, taught.
Everything an agent needs to run the KeptHaven playbook: interactive guides for the moments that matter, the emails your clients receive from you automatically, and a 30-day plan that takes you from first login to operating rhythm.
Training guides
Six interactive walkthroughs. Open any card for a step-by-step playbook with pro tips from top producers.
What your clients receive
The emails KeptHaven sends your clients on your behalf, in your brand, with when each one goes out. Sample data; nothing is sent from here.
When you tap Send invite on a client's row in Client concierge.
Nothing goes out when you create a home file. You choose the moment; the email carries one link, the client chooses a password and is in.
Subject: KeptHaven set up a private home file for 124 Marsh Landing Pkwy
Your own outreach lives in Client concierge
These emails keep the standard follow-ups going on their own. For anything personal, open the client and use Draft a follow-up on their Tasks tab, or send them a note from Activity; they reply right inside their home file.
Your first 30 days
A week-by-week launch plan. Follow it exactly once. By day 30 it becomes how you work.
- Week 1
Plant your flag
Finish the first-run checklist and get fluent in your own home file before a client sees one.
- Build your own home file from the Welcome screen, then finish the checklist: photo and phone, logo and colours, landing page, first client.
- In Branding Studio, add a second line for your brokerage if your name is long and answer whether you use Follow Up Boss.
- Add your license number and publish My page. Open Share and save your link and QR code.
- Explore your own home file until the score, the records and Ask My Home feel like second nature.
- Week 2
Load the home files
Stand up your first real home files and send the invites.
- Pick your three best past clients as your launch cohort and add each with Add one client.
- Check the county record and the street photo on each before you send anything.
- Export the rest of your closings (a spreadsheet, or a Follow Up Boss export if you use it) and run Import many clients.
- Send invites to the launch cohort from Client concierge, each followed by a personal note.
- Week 3
Activate your sphere
Put home files in clients' hands and your pros on the map.
- Deliver each launch home file personally, in person or on a short video call, and watch the row turn to claimed.
- Send invites to the next twenty from Client concierge, in batches of ten, each followed by a text in your own words. The Monday digest and Thursday nudge take over once a home file is claimed.
- Draw your service areas under Vendor Nominations, then nominate your five most-trusted pros into them.
- Text each vendor a heads-up so they claim and verify their profile.
- Week 4
Operate like an asset manager
Turn the workspace from a launch project into a weekly habit.
- Set a Friday hour for Client concierge: work the list top down, mark tasks Done or Skip for now, draft the follow-ups.
- Log every call and voicemail on the Activity tab, and answer every note a homeowner sends back.
- Open a closing plan for anyone under contract so their timeline shows in their home file from day one.
- Book one listing appointment where your own home file leads the conversation.
- Day 30
Review and scale
Measure what happened, then widen the circle.
- Count it in Client concierge: home files created, claimed, invites outstanding, pros claimed.
- Ask your launch cohort one question: “Was this useful?” Write down the answers verbatim.
- Choose the next ten clients to add in month two.
- Share your best win at the office meeting. Teaching it locks in the habit.