A step-by-step walkthrough for every new FlowWin operator. Learn how to set up your workspace, pick your industry and niche, generate your first AI playbook, and get the most out of every tool inside.
Every minute you spend setting up a tool is a minute you're not earning. FlowWin was built so you can be generating real work the same hour you sign up.
Head to app.flowwin.app and pick the tier that matches how you operate. Every tier comes with a 14-day free trial of that tier's features — so choose the plan whose feature set you actually want to try. You can upgrade any time; your data carries forward.
app.flowwin.app → tap Start Free TrialThe onboarding wizard shows all 24 industries as a 4×6 grid. Whichever you tap becomes the context for every AI playbook, script, and sequence FlowWin generates — it's why a real estate agent's scripts read like real estate, and a med-spa's read like med-spa.
A second modal opens — "What's your niche?" — with 10 specialties for the industry you chose, plus a custom option. This is what makes FlowWin's AI accurate: a "Real Estate Wholesaler" gets completely different scripts than a "Luxury Real Estate Agent," even though both chose Real Estate.
Every industry has the same structure: 10 specialties plus "Other." That's 200+ verified niches ready to generate industry-accurate sequences on day one.
Below the niche picker, a one-line input asks what your offer is. This is the single highest-leverage field in FlowWin — the more specific you are, the sharper your AI output.
Tap 🚀 Generate My Playbook. In about 28 seconds, FlowWin produces four complete script types tailored to your niche and offer: SMS sequences, cold call scripts with objection handlers, email templates, and DM outreach. One click to copy, send, or save anywhere in FlowWin.
Your sidebar has 19 tools organized in four clusters. Here's what each one does, where to find it, and the first thing to try once you're in.
Sidebar → DashboardYour command center. Today's tasks, meetings, pipeline value, FlowWin Score, and AI-generated focus block for the day — all on one screen.
Sidebar → TasksDeal-linked tasks, daily to-dos, and AI-generated suggestions tied to your pipeline. Tasks auto-surface based on pipeline stage — no manual reminders needed.
Sidebar → Meetings & ApptsUnified view of every client meeting and service appointment. Block time, log outcomes, and attach notes that sync to the contact record.
Sidebar → RemindersTime-based nudges for follow-ups, birthdays, contract renewals, and anything else that falls through the cracks when you're the whole team.
Sidebar → Cold CallingA built-in call queue with one-tap outcome logging (connected / voicemail / no answer / booked), daily call goals, and a running dial counter.
Sidebar → ContactsEvery lead, every past client, every referral — with lifecycle stage, lead score, notes, and every SMS / call / email logged against them.
Sidebar → CampaignsThe cross-channel campaign hub. Run SMS drips, email sequences, and cold-call waves from one place with a visual journey builder that branches on replies.
Sidebar → Script & Text LibraryThe permanent home for every script you generate. Organized by industry, channel, and stage. Star favorites, tag them, pull them up in the Campaign Hub with one click.
Sidebar → AI Lead ReplyPaste any inbound message — a Zillow lead, a DM, a form submission — and FlowWin drafts a reply in your voice, tuned to your industry and the lead's stage.
Sidebar → Pipeline TrackerVisual Kanban from Prospect → Qualified → Proposal → Closed Won/Lost. Drag deals across stages, track deal values, see weighted pipeline in real time.
Sidebar → InvoicesCreate and send professional invoices, collect payment via Stripe, or log Zelle / check / cash manually for field clients. Auto-mark-paid, overdue alerts, MRR dashboard (Elite).
Sidebar → Weekly ReviewEvery Sunday, FlowWin generates an AI-written review: what worked, what slipped, deals at risk, and the three moves that would most raise your FlowWin Score next week.
Sidebar → AI AssistantConversational AI wired to your business data — not a generic chatbot. Ask about a deal, draft an objection handler, analyze last month's close rate — it answers in your context.
Sidebar → Community IntelAI-generated analysis of what's trending in your industry right now — tactics that are working, channels that are cooling off, copy angles converting this quarter.
Sidebar → Health CheckA traffic-light diagnostic across every part of your business: pipeline velocity, lead response time, follow-up coverage, call goal attainment, and more.
Sidebar → PlaybooksThe playbook generator you used at setup — live and ready to run again any time you need fresh scripts for a new campaign, a new niche, or a new offer.
Sidebar → Learning CenterYour optimization lab: A/B script tests, AI Script Analyzer with industry-aware scoring, and a performance log showing which scripts actually moved deals.
Sidebar → AccountabilityDaily Habit Tracker, commitments, streaks, and the FlowWin Score — a single 0–100 number measuring your business performance every day. Goals you set compound into habits you keep.
Sidebar → MarketingContent calendar, AI copy generator for posts and ads, and integration points for your social channels. Plan a week of content in ten minutes.
If you're on Pro ($97/mo, up to 3) or Elite ($127/mo, up to 10 client accounts), every business you add gets its own walled-off workspace: its own pipeline, its own contacts, its own playbooks, its own invoices. Switching between them takes one tap.
+$30/mo each (unlimited). Elite scales at +$25/mo per client account.FlowWin is a Progressive Web App — no App Store download required. Open it in your mobile browser, add it to your home screen, and it installs like a native app with full offline support for your cached data.
If you're managing your own businesses only, Pro is all you need. Elite adds a full agency dashboard layered on top — client roster, revenue tracking, white-label portal, AI reports, and more. Upgrade from Pro any time and your data transfers automatically.
Central dashboard for every client you manage — their pipeline, campaigns, meetings, and deliverables. Click in to their workspace; click out to see your whole book of business at a glance.
Separate pipeline for your own new client acquisition — prospecting new agency clients, tracking proposals, logging referrals. Doesn't mix with any individual client's sales pipeline.
Monthly recurring revenue, outstanding invoices, churn, collected-this-month — your agency's financial vitals on one screen. Stripe-connected for collection; manual entry supported for Zelle, check, ACH.
Run 30-day accountability challenges across your client base — call counts, appointments set, deals closed. Live leaderboard, public or private. Clients compete; retention compounds.
Generate a polished monthly performance report for any client — activity summary, results, AI-written analysis, and next month's focus. Your logo, your voice, their data. Under two minutes per report.
Audit generator, proposal builder, competitor analyzer, niche researcher, onboarding script writer, objection crusher, scope-of-work drafter, and a quick-answer business consultant — all tuned for service delivery.
A branded client-facing portal where your clients log in, see their dashboard, download reports, pay invoices, and view campaign results. Your logo, your colors, your URL. FlowWin stays invisible.
Elite includes 10 client accounts. Add more at +$25/mo each — unlimited. Your FlowWin Pro data carries forward if you upgrade, and you can downgrade back any time without losing anything.
Starred scripts show up at the top of your Script & Text Library and get prioritized when you build campaigns. Star liberally in week one; prune later.
Even evergreen playbooks get stale. Run Playbooks → Generate every 6 weeks with a slightly different offer angle. Keep the winners, retire the rest.
Pick a number — say 75. If you hit 75+ by 5pm, day wins. If you don't, you know exactly which commitments slipped. Compounds over 30 days.
Saturday morning, 3 minutes. Fix one red light. Over a quarter, your business gets measurably tighter without needing a consultant.
In the Learning Center, take your top-performing SMS and clone it with one variable changed — hook, CTA, or urgency. 50 sends each. Keep the winner.
Flow AI knows your pipeline and history — it'll catch things a search engine can't, like which 3 prospects have ghosted you for 14+ days.
Fourteen days free. Full access from day one. Cancel any time from Settings before the trial ends.
Credit card required · Full access from day one · Cancel anytime