Guided Setup Wizard
Walk through each page step-by-step — 0% complete
Click any page above to launch the guided setup on that tab.
Welcome to ProPlan RE
Platform Overview & Navigation
ProPlan RE is your all-in-one prospecting command center. It calculates exactly how many dials, conversations, and appointments you need to hit your income goal — then gives you the tools to execute and track every single week.
Step-by-Step Guide
- 1
Sign in with your Manus account
Click 'Sign In' on the landing page. You'll be redirected to Manus OAuth. Once authenticated, your account is created automatically.
- 2
Wait for admin approval
New accounts are reviewed before access is granted. You'll see a 'Pending Approval' screen. The admin will approve you within 24 hours.
- 3
Choose your subscription plan
Basic ($9.99/mo) gives you the Income Sources calculator. Full Suite ($9.99 first month, then $27/mo) unlocks all 5 tabs: Core Pillars, Deep Dive, Calendar/Pipeline, and KPIs & Tracking.
- 4
Take the onboarding tour
On first login, a 9-step spotlight tour walks you through every key feature. You can replay it anytime from Account Settings.
- 5
Navigate the 5 main tabs
Income Sources → Core Pillars → Pillar Deep Dive → Calendar → KPIs & Tracking. Work through them in order for the best experience.
💡 Quick Tips
- ›The red KPI bar at the top updates in real time as you adjust your income goal and rates.
- ›Click 'Save Plan' (bottom-right FAB) after making changes to persist your settings.
- ›Use the 🎓 Training button in the top nav to return here at any time.
🔥 Pro Tip
"Start with your income goal and work backwards. The platform does the math — your job is to execute the daily numbers."