This is direction A from the ideas report, The Morning Page, drawn as a working phone screen. Only the main page is here. The tabs along the bottom exist so the page has somewhere to send you, and a table below says what each would hold, but none of them is designed yet. The screen is real HTML at phone width, so you can open it on your phone and scroll it.
Open on your phone ↗The page is a short list of lines. Every line has a reason under it and one action on the right. When you do the action, the line goes. The page changes through the day, so in the morning it tells you what is owed, in the afternoon it shows what came in, and at six it asks you to close out so tomorrow can write itself.
Names, addresses and numbers are invented. Tom is a made-up agent on day 38 of the ninety-day track.
Same page, same agent, at 7:40am, 1:15pm and 6:30pm. The point of showing three is that the page never asks you to go and look for anything; it changes underneath you.
Three things owed, in the order they should be done, with a gold dot. Two drafts the app made overnight sit below in a quieter register with an outline button, because they are optional. Ten contacts to sort is the two-minute habit. The strip shows a day that has not started.
The greeting changes. A lender voicemail became a new line at the top, above what was still owed. Finished lines drop under the open ones, struck through, with what happened written under them, so the page is also the record. The strip shows the appointment set.
Once everything owed is done, the page turns into a two-minute close-out. The app already counted the dials from the phone; the agent taps which became conversations and says anything to remember. The last line is tomorrow's page, already written.
Top to bottom, what each piece is for and where its data comes from.
These are what stop it turning into another to-do list.
If the engine finds more, it holds the rest for tomorrow and says so in the summary. A page that scrolls forever is a list; a page you can finish is a plan.
"Six days since you spoke" links to the last message. "Offer went in 4:12pm" links to the deal. If a line cannot say why it exists, it does not appear. This is the whole difference from a reminders app.
Owed lines get the filled button. Optional lines get the outline. The talk button is the only other gold on the page, so the eye knows what is asked of it.
Struck through, with the outcome written under it. The agent sees the day they had, and ops sees the same lines from the broker page without anyone logging anything.
Close-out is taps and voice. If the page ever needs a keyboard, the design has failed at that spot.
For a new agent, day 39's onboarding item ("shadow a listing appointment") is a line like any other, not a separate screen. One place to look.
Not designed. Listed so the main page has a sensible place to send each line.
| Tab | What it is | Which pillar |
|---|---|---|
| Today | This page. | IV Daily activities, with lines from every other pillar |
| People | The CRM, sorted by who is due a touch. Each person has a cadence, a last touch and a drafted next one. The ten-a-day sort lives here. | II Follow-up, III Clean-up |
| Deals | Transactions as timelines with New Jersey's dates on them: attorney review, inspection, appraisal, commitment, closing. The other side's contacts one tap away. | IV, and the source of most owed lines |
| Market | The marketing drawer: listing kits, the month's calendar with drafts waiting, the agent's brand kit. | I Marketing |
| Plan | Goal, pace, the ninety-day track and Academy, call lists and farms. Where prospecting is set up so that Today can carve the call block. | V Prospecting, plus the roadmap |
Put the morning state on the screen with a real agent's name on it and ask what is wrong. The lines are the test: would they do the first one, is the reason under it the reason they would actually act on, and what is missing that they did yesterday.
Then show the evening state and ask whether they would do two minutes of taps at six. If the room says no, close-out moves to the morning and the strip loses its conversations count.