IN THIS LESSON

The Girls That Set platform is built around a simple appointment-setting workflow:

Conversation → Qualification → Booking → Tracking

Inside the software, this workflow is reflected through:

  • Lead statuses

  • Conversation notes

  • Booking indicators

  • Performance metrics

Your role inside the platform is to:

  • Track active conversations

  • Maintain clear notes and statuses

  • Identify when a conversation is ready to move forward

  • Log outcomes accurately

The platform does not automate conversations or make decisions for you. Instead, it provides structure so you can stay organized, focused, and consistent.

Understanding this workflow will make the rest of the platform easier to use.