Build Started
March 5, 2026
CRM Concierge — Producer Build
Welcome, Antoinette.
Antoinette, welcome to your Hearst & Co CRM Concierge Portal.
This is your dedicated space to review, approve, and access every deliverable in your CRM build — all in one place, organized in the exact order we'll work through them together.
Here's how this works: as each document is completed, it will appear here for your review. Deliverables marked "Awaiting Your Review" need your attention before we can move forward. You can read through everything, expand any email to copy the full text, and leave me a note directly on any deliverable if you have questions or feedback.
Your estimated delivery date is March 26, 2026. I'll be in touch throughout the build, but don't hesitate to reach out anytime at [email protected].
So glad to be working with you, Althea
Package
Producer
CRM Platform
Lofty
Est. Delivery
March 26, 2026
Onboarding
Consultation summary & homework
Consultation Summary
A complete summary of your onboarding call — your business profile, niches, lead sources, pain points, and recommended build strategy.
Homework & Information Gathering
Your personalized homework checklist — everything needed from you to begin the build.
How to Use This Portal
Awaiting Review
Deliverables marked in cognac need your attention. Review and reply via email.
Approved
Green means approved and locked in. No further action needed from you.
Revision Requested
Amber means you've requested changes. Althea is working on updates.