How it works
Creator → customer flow
This page is intentionally layout-first (copy TBD). The goal is to explain the end-to-end experience: template link → desktop install → Plaid sync → 5-step plan → weekly updates — all under a creator’s brand.
1) Creator publishes
A branded Google Sheet template link.
2) They copy your template
Install the ProsperBot add-on, and your coach appears in the sidebar.
3) User connects accounts
12 months of transactions + balances sync daily via Plaid.
4) Plan + management loop
5-step workflow + weekly updates + ongoing guidance.