| 8:00 AM |
Registration & Breakfast
|
| 9:15 AM |
Opening KeynoteChris Winn
|
| 10:00 AM |
Grow Comm 101: Getting Started with Phone + Inbox Alexa Roeper Rossi Grow Data 101: Getting Started with CRM Julian Calvo Grow Info 101: Getting Started with Operations Abby Coe Grow Zapier Integrations 101 Ben Serven Optimize Implementing New SOPs Wolfgang Croskey Scale Underrated: LeadSimple Edition Rave Saine Scale Building Guardrails for Your AI Projects Chris Winn Scale Ask the Engineers Jason Meltzer Office Hours Consultant Office Hours: Open Clinic Brad Johnson |
| 10:30 AM |
Grow Getting Started: Preparing to Build Your First Workflow Kelli Segretto Grow Lead Response Mastery: Auto-Responders & Templates Julian Calvo Optimize Change Management 101: Getting Team Buy-In Wolfgang Croskey Optimize Improving Communications with AI Voice Agent Chris Winn Optimize Zapier Integrations 201 Ben Serven Scale Data Security: 3 Wins for the Operator Who Has 30 Minutes Jason Meltzer Scale Data-Driven Decisions: Using Dashboards & Reporting to Find Bottlenecks Alexa Roeper Rossi Office Hours Cost-Savings with LeadSimple Abby Coe Office Hours Customer Support Kimberly Blair |
| 11:00 AM |
Grow Intro to Automations: Your First Conditional Logic Rules Rave Saine Grow Prep for Process: Identifying Roadblocks and Opportunities for Efficiency Kelli Segretto Optimize The Core 4: Lease Renewal, Delinquency, Move-In & Move-Out Abby Coe Optimize Renewal Excellence: Turning Renewals into a Profit Center Julian Calvo Optimize Boosting Speed to Lead: CRM Best Practices Chris Winn Scale AI for Property Managers Jason Meltzer Scale Workflow Architecture for Growth: 50 → 500+ Units Wolfgang Croskey Scale Features for the Future: Building the LeadSimple Product Roadmap Alexa Roeper Rossi Office Hours Customer Interviews Aliana Heffernan |
| 11:30 AM |
Grow Build Your First Workflow: Step-by-Step Guided Session Rave Saine Grow Owner Onboarding: First Impressions That Stick Abby Coe Optimize Getting to No: Finding the Right Property Owners for Your Business Julian Calvo Optimize Navigating Phone + Inbox: Shared Inbox Mastery Alexa Roeper Rossi Optimize SOP Deployment: From Documentation to Execution Wolfgang Croskey Scale Building Guardrails for Your AI Projects Chris Winn Scale Ask the Engineers Jason Meltzer Scale Zapier Integrations 301 Ben Serven Office Hours Crane Office Hours Peter Lohmann |
| 12:00 PM |
The LeadSimple User AwardsAbby Coe & Rave Saine
|
| 12:45 PM |
Lunch
|
| 2:00–4:15 PM |
Afternoon sessions — all morning tracks repeat
Grow · Optimize · Scale · Office Hours
|
| 3:00–3:15 PM |
Break
|
| 4:15 PM |
The Culture of Process: Turning Legacy Teams into Process-Driven OperatorsPeter Lohmann
|
| 5:00–7:00 PM |
Cocktail Hour, co-sponsored by Second Nature
|
| 8:00 AM |
Breakfast
|
| 9:00 AM |
Morning Kick-OffChris Winn
|
| 9:15 AM |
The Cost of Chaos: How Disorganized Sales Pipelines Kill Profit PotentialBrad Johnson
|
| 10:00 AM |
Grow Personalizing Outreach: Build Custom Templates from Scratch Rave Saine Grow SOP Deployment Workshop: Map & Build Your First SOP Wolfgang Croskey Grow The Core 4 Deep Dive: Lease Renewals Abby Coe Optimize AI Voice Agent: Advanced Setup & Tuning Alexa Roeper Rossi Scale Zapier Power User Workshop: Build Complex Ecosystems Ben Serven Scale Advanced AI: Custom Prompting Workshop Chris Winn Scale The API Deep Dive Jason Meltzer Scale Process Optimization for Scaling Your Business Kelli Segretto Office Hours Consultant Office Hours: Open Clinic Brad Johnson |
| 11:00 AM |
Grow Owner Onboarding: Build the Workflow That Retains Clients Julian Calvo Grow Content That Actually Works: Realistic Social Media Strategies for Busy PM Companies Aliana Heffernan Grow The Core 4 Deep Dive: Delinquency Abby Coe Optimize Navigating the Inbox: Advanced Assignment & Collaboration Alexa Roeper Rossi Optimize Building a "Self-Healing" Workflow: Advanced Conditional Logic Chris Winn Scale Conditional Logic Deep Dive: Best Practices for Complex Workflows Rave Saine Scale Security & Privacy: Best Practices for Your Organization Jason Meltzer Office Hours 1:1 Customer Support Adam Elvander Office Hours Consultant Office Hours: Open Clinic Kelli Segretto |
| 12:00 PM |
Lunch
|
| 1:00 PM |
Peter & The Wolf: Live!
|
| 2:00 PM |
Grow Build Your Make-Ready Workflow Kelli Segretto Grow The Core 4 Deep Dive: Move-In Abby Coe Optimize Owner Onboarding: Build the Workflow That Retains Clients Julian Calvo Scale Onboarding Phone: Getting Set Up with Your New Plan Alexa Roeper Rossi Scale The API Deep Dive Jason Meltzer Scale Process Documentation Deep Dive Ben Serven Scale Best Practices for PM Owner/Operators Wolfgang Croskey Office Hours 1:1 Customer Support Kimberly Blair Office Hours Customer Interviews Aliana Heffernan Office Hours Executive 1:1s Chris Winn |
| 3:00 PM |
Grow System Success: Strategies for High-Performing & Healthy Teams Julian Calvo Grow The Core 4 Deep Dive: Move-Out Abby Coe Optimize New & Upcoming Features: Operations Roadmap Deep Dive Alexa Roeper Rossi Optimize Change Management Workshop: Build Your Rollout Plan Wolfgang Croskey Optimize Build Your Make-Ready Workflow Kelli Segretto Scale AI Guardrails: Build & Test Your Safety Framework Chris Winn Scale Ask the Engineers Adam Elvander Office Hours 1:1 Customer Support Kimberly Blair Office Hours Consultant Office Hours: Open Clinic Ben Serven |
| 4:00 PM |
Graduation & Closing KeynoteChris Winn & Aliana Heffernan
|