Packet Studio is our single shared pipeline. Every prospect, supplier and referral partner lives there, and anything you change is saved for the whole team right away. There are no spreadsheets to keep in sync.

Getting in

1. Open studio.jitcs.biz, enter your email, and click the sign-in link we email you. No password needed.
2. Bookmark the page (Ctrl+D on Windows, Cmd+D on Mac) so you can get back to it in one click.
3. The line at the top right shows how many prospects are saved and how many follow-ups are due today.

The tabs

• Prospects is where you spend most of your time: the list on the left, the details form in the middle, and a live preview of the packet and email on the right.
• Suppliers holds the carriers we work with, such as Mereo Fiber, with what each one is good at and where it serves.
• Partners & referrals holds builders, developers and people who send us introductions.
• Telarus playbook covers how we work with Telarus and the discovery questions for every first call.
• Academy is this training. Come back any time.

With more than a thousand records, start from a quick view, then narrow with filters.

Quick views

• All active shows everything except parked and archived prospects.
• Follow-ups due shows anything due today or overdue. Start every day here.
• Mereo targets shows open prospects tagged as Mereo Fiber candidates.
• Churches shows parishes, dioceses, conventions, associations and church schools.
• Parked shows prospects that already have a carrier deal; we circle back before their renewal.

Filters, search and sort

• Set All owners to your name to see only your prospects.
• Filter by state, type (apartments, build-to-rent, senior living, HOA, management company, developer, church) and supplier.
• Search looks at the name, city, contact and management company.
• Sort: est. owner revenue puts the biggest Mereo opportunities on top. Sort: next follow-up lines up your week.
• The list shows 150 at a time. Use Show more at the bottom for the rest.

Every prospect follows the same four touches over two weeks. The first email is short, has no attachment and asks for 15 minutes. The packet comes later, once they know who we are.

The intro email writes itself

• Mereo candidates get the new-revenue email, including the property’s estimated yearly range when we know its unit count.
• Churches get the free bill review email.
• Everyone else gets the no-cost connectivity review email.

Check the Intro email tab before sending. If the contact name is missing, it opens with “Hello.” Add the name first when you have it.

Log every touch in one click

Log email sent and Log call add a dated note, move a Researching prospect to Contacted, and set the next follow-up three business days out. Type a short note in the box first and it is saved with the log.

The packet is a one-page connectivity review prepared for that prospect. It updates live as you fill in the form.

1. Fill in what you learned: size, current provider, contract renewal date and What they care about in their own words. Each of these shows up in the packet.
2. Tick the services that fit, such as copper line replacement for elevators, alarms and gates.
3. Click Check PDF. It builds the PDF and shows every page exactly as it will be saved.
4. Read every page. If something looks off, fix the form and check again.
5. Click Send packet. It opens an email with a private link to their packet, logs the send, and tells you when they open it. They can download the PDF from that page. Use Download PDF only if you need to attach the file yourself.

The stage says where a prospect stands. The next follow-up date and next action say what happens next. Every open prospect should have both.

In the list, Due today and Overdue flag anything that needs you. Use Add note for anything worth remembering: who you spoke to, what they said, what they pay.

1. Click + New prospect. If your owner and state filters are set, the form starts with them filled in.
2. Enter the organization and pick the right Type. The type changes the packet’s wording, so a senior living community and a parish each get language that fits them.
3. Add the contact, city, size and anything you know about their current provider.
4. If Mereo Fiber is the likely carrier, type “Mereo Fiber (candidate)” in Likely supplier.
5. Set a next follow-up date and click Save prospect.

Mereo Fiber: new revenue for residential communities

Mereo serves apartments, build-to-rent, senior living and community associations. It does not serve businesses. The owner pays nothing up front, and internet becomes a new revenue line on a 10-year agreement.

Mereo’s focus markets are Texas, Arizona, Utah, Illinois, Wisconsin and Atlanta, with Florida as its growth target. Figures are Mereo’s illustrative examples; always call them estimates.

Churches

• Catholic: start at the diocese. Ask for an introduction to the finance or IT office, since one relationship can cover many parishes, schools and diocese-owned housing.
• Baptist: each church decides for itself. Personal relationships and introductions through associations open the door.
• The offer: a free internet and phone bill review, plus livestreaming upload speed, Wi-Fi for members and classrooms, and replacing old copper lines.
• Church schools may qualify for federal E-Rate support. Confirm current rules with Sean before raising it.

We find and qualify the customer. Telarus and the carrier quote, contract and install, and Telarus pays each registered partner directly.

1. When a prospect agrees to a review, tell Sean the same day.
2. Register the opportunity with Telarus before the review call, so the deal is ours.
3. Book the joint call with the supplier, for example Tony at Mereo Fiber.
4. Move the stage forward and log every step in Packet Studio.

Referral fees

• Team referrers (partners and people in our network): 3% of total commission, paid monthly until that contract ends.
• Builders, developers and construction companies: 5% for the first year of the first contract.
• Referral fees are paid on customers referred, never on people recruited.