The following is a complete outline for this AFRAME tutorial, and it includes time stamps to help you jump to any specific areas that you may need to come back to.
--- OUTLINE & TIME STAMPS ---
Intro to the video and who it's for (new and experienced A-Frame users)
Overview: Free tools and spreadsheet link in YouTube description
Overview of tabs: How-to-Use, Attachment Templates, Transaction Dates, Task List, Field Definitions, etc.
Emphasis: You can download and import templates directly into A-Frame
What they are and why they matter
Dropdowns, options, and color coding for visual organization
Example: Finance Type dropdown with color indicators
Logins, passwords, commission splits, vendor contacts
Editable format – designed for quick access
Step-by-step recommended order
Warning: Don’t jump ahead to importing task lists/templates too early
Complete attachments, dates, field definitions, and roles first
Why Cultivate Wins uses one master task list (vs. separate for buyer/seller/dual)
Email structure: combining questions to multiple roles in one message
Peer pressure as a useful tool to increase response rates
Edit tasks as needed (add or remove)
Customize email templates based on service levels
Use what works or modify freely
Create 3 fake transactions (buyer, seller, dual)
Send all emails to yourself to:
Review merge field accuracy
Catch formatting issues
Practice on yourself, not clients!
Duplicate your finished template
Customize the new one for cash transactions
Run tests again on the updated version
Link to this tutorial in the spreadsheet
Link to 7+ hour “goldmine” video interviewing 4 TC business owners
Other helpful links: A-Frame’s YouTube channel & user groups
Explanation of A-Frame’s admin panel:
Templates: attachments, transaction dates, task lists, emails
Lists: participant roles
Customizing roles and merge codes to match your language
Example: Changing “agent on other side” to “co-op agent”
How Cultivate Wins categorizes attachments
These match exactly what's in the spreadsheet
Simplicity is intentional—can be adapted as needed
Master template strategy: create one set of merge codes across states
Naming conventions (e.g., “PA 130” = Purchase Agreement, Page 1, Line 30)
How to handle differences between states and contracts
Organization by category (e.g., finance, inspections)
Examples: Drop-down options with color codes
Text field vs. text area distinction
Full list available in spreadsheet
Summary of how roles and merge fields are customized and organized
Walkthrough: Starting a fake transaction
Choosing contract type and filling in initial data
Goal: Process every file in 30 minutes or less
Fill in field definitions first
Apply task list template
Add attachments and assign documents
Choose date template (e.g., Florida), omit irrelevant dates
Add contacts with minimal data for simplicity
Merge fields rely on consistent use (e.g., always use "cell" field)
Save documents to compliance
Compare spreadsheet to real file in A-Frame
Review your templates and documents in real-world scenarios
Spreadsheet link and usage tip (“Use Template” button)
Stay updated—spreadsheet may improve over time
Outro & encouragement to reach out if help is needed
50% Complete
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