| 8:00 AM |
Registration & BreakfastBadge pickup · coffee · light bites
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| 9:00 AM |
Opening KeynoteChris Winn
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| 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 Basic Troubleshooting & Support Navigation Tony Sullivan Grow Zapier Integrations 101 Ben Serven Optimize Implementing New SOPs Wolfgang Croskey Optimize Onboarding New Team Members with LeadSimple Jonathan Barrueta Scale Underrated: LeadSimple Edition Rave Saine Scale Building Guardrails for Your AI Projects Chris Winn Scale Data & Security Best Practices Overview Jason Meltzer Office Hours Consultant Open Clinic Peter Lohmann Office Hours Executive 1:1s Dean Vassiliou |
| 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 CRM Workflows for Owner Referrals Jonathan Barrueta Scale 5 Zapier Integrations to Instantly Improve Team Efficiency Jason Meltzer Scale Data-Driven Decisions: Dashboards & Reporting Alexa Roeper Rossi Office Hours Cost-Savings with LeadSimple Abby Coe Office Hours Enterprise Resources Rave Saine Office Hours Executive 1:1s Dean Vassiliou Office Hours Customer Support Tony Sullivan |
| 11:00 AM |
Grow Mobile Power User: Managing Your Portfolio on the Go Alexa Roeper Rossi Grow Intro to Automations: Your First Conditional Logic Rules Rave Saine Grow Prep for Process: Identifying Roadblocks & Opportunities 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 Jonathan Barrueta Scale Advanced AI: Custom Prompting & Brand Voice Chris Winn Scale AI Prompt Architecture Jason Meltzer Scale Workflow Architecture for Growth: 50 → 500+ Units Wolfgang Croskey Office Hours Consultant Open Clinic Ben Serven Office Hours Executive 1:1s Dean Vassiliou Office Hours Customer Interviews Aliana Heffernan Office Hours Customer Support Tony Sullivan |
| 11:30 AM |
Grow New User Adoption: Navigating Post Implementation Abby Coe Grow Build Your First Workflow: Step-by-Step Guided Session Jonathan Barrueta Grow Owner Onboarding: First Impressions That Stick Rave Saine Grow Basic Troubleshooting & Support Navigation Tony Sullivan Optimize Getting to No: Finding the Right Property Owners Julian Calvo Optimize Navigating the 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 Data & Security Best Practices Overview Jason Meltzer Scale Zapier Integrations 301 Ben Serven Office Hours Executive 1:1s Dean Vassiliou Office Hours Consultant Open Clinic Brad Johnson |
| 12:00 PM |
The LSU AwardsAbby Coe & Rave Saine
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| 12:45 PM | — Lunch — |
| 1:30–3:30 |
Afternoon sessions — all morning tracks repeat
Grow · Optimize · Scale · Office Hours
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| 3:30 PM | — Break — |
| 3:45 PM |
Customer Panel — The Culture of Process: Turning Legacy Teams into Process-Driven OperatorsPeter Lohmann
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| 4:30 PM |
Cocktail Hour
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| 9:00 AM |
Morning Kick-Off: Highlights from Day 1 & Implementation TracksChris Winn
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| 9:15 AM |
Customer Panel — The Cost of Chaos: How Disorganized Sales Pipelines Kill Profit PotentialBrad Johnson
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| 10:00 AM |
Grow Hands-On: Build Your First Automation Julian Calvo Grow Personalizing Outreach: Build Custom Templates from Scratch Jonathan Barrueta Grow SOP Deployment Workshop: Map & Build Your First SOP Wolfgang Croskey Optimize The Core 4 Deep Dive: Lease Renewals Abby Coe Optimize Email & Communication Templates: Build a Full Library Rave Saine Optimize AI Voice Agent: Advanced Setup & Tuning Alexa Roeper Rossi 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 Open Clinic Ben Serven Office Hours Executive 1:1s Dean Vassiliou Office Hours Customer Support Tony Sullivan |
| 11:00 AM |
Grow Owner Onboarding: Build the Workflow That Retains Clients Julian Calvo Grow Building Your Brand: Tips for Establishing Your Voice & Style Aliana Heffernan Grow The Core 4 Deep Dive: Delinquency Abby Coe Grow Basic Troubleshooting Clinic: Self-Solve Common Issues Tony Sullivan Optimize Creating Custom Autopilot Rules Jonathan Barrueta 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 Scale Consultant Open Clinic Kelli Segretto Office Hours — Office Hours — |
| 12:00 PM | — Lunch — |
| 1:00 PM |
Peter & the Wolf: Live!
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| 2:00 PM |
Grow Build Your Onboarding Workflow for New Hires Jonathan Barrueta Grow Marketing Communications: Best Practices for Email Aliana Heffernan Grow Build Your Make-Ready Workflow Kelli Segretto Optimize Owner Onboarding: Build the Workflow That Retains Clients Julian Calvo Optimize The Core 4 Deep Dive: Move-In Abby Coe 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 Executive 1:1s Chris Winn Office Hours Customer Support Tony Sullivan Office Hours — |
| 3:00 PM |
Grow System Success: Strategies for High-Performing & Healthy Teams Julian Calvo Grow Custom Properties & Conditional Logic Jonathan Barrueta Grow The Core 4 Deep Dive: Move-Out Abby Coe Grow Getting Started with Circle & Self-Service Resources Tony Sullivan 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 Security & Privacy: Best Practices for Your Organization Jason Meltzer Scale Zapier Power User Workshop: Build Complex Ecosystems Ben Serven Office Hours Consultant Open Clinic Brad Johnson Office Hours — |
| 4:00 PM |
Graduation & Closing Keynote — Certificates for LSU GraduatesChris Winn & Aliana Heffernan
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