# Get started with AveryIQ in 20 minutes > What AveryIQ is, what changes in your day, and six steps to get set up. Source: https://averyiq.com/help/get-started Updated: 2026-10-24 AveryIQ is a CRM that does the busywork for you. Inside it is Avery, your AI helper. You tell her about the people you know. She remembers them, notices who needs you, and writes the text for you. You read it, change it if you want, and send it. Read the first part of this page, then do the six steps on your iPhone. The whole thing takes about 20 minutes. ## What Avery does, and what you do | Avery | You | |---|---| | Remembers every person and what they told you | Talk with people | | Notices who needs you today, and why | Decide what to say | | Writes the text or plans the call | Tap Send or Call | | Keeps your notes, deals and dates in order | Tell Avery what happened | Avery never sends a text or email on her own. Nothing goes out until you tap **Send**. The big idea: **you put people in, and Avery makes sure no one is forgotten.** ## What changes in your day You don't have to change everything at once. Here is what gets easier. | What you do now | What you do with AveryIQ | |---|---| | Keep notes on sticky notes or in your head | Tell Avery out loud. She saves it on the right person. | | Type contacts into a CRM | Snap a photo, forward an email or say a name. Avery fills in the rest. | | Wonder who to call today | Open **Today**. Avery picks a few people and tells you why. | | Send the same email to everyone | Send one text to one person, for a real reason. | | Hope you didn't forget a promise | Search **Today** to see what's coming up for you and your team. | | Scroll old texts to remember what someone wants | Open their page. It's all there. | Avery can't help with people she doesn't know about. So the first job is to bring your people in. ## Start from where you are You don't need to move everything on day one. Pick what sounds like you. **Where are your people now?** - **In your head.** Tell Avery about them by voice, one at a time. See [Tell Avery about someone by voice](https://averyiq.com/help/tell-avery-about-someone). - **On paper sign-in sheets.** Take a photo, and Avery types it in. See [Add leads from a paper sign-in sheet](https://averyiq.com/help/add-leads-from-a-sign-in-sheet). - **In lead emails from Zillow and other sites.** Forward them to Avery. See [Copy Avery on your email](https://averyiq.com/help/forward-lead-emails). - **In your phone's contacts.** Go to **People** and tap **Import from Contacts**. You choose who comes in. - **In KW Command.** A Chrome add-on copies them over. See [Import your contacts from KW Command](https://averyiq.com/help/import-from-kw-command). - **In another CRM or a spreadsheet.** Email support@averyiq.com and our team will bring them in for you. **How do you text clients now?** - **From your own phone.** Keep doing that. When you tap **Send**, the text opens in Messages, and you send it there. Avery can't see your phone, so she asks how it went before the next follow-up. - **From a shared team line.** AveryIQ can give your team its own number. Texts go out from the app, and Avery sees every reply. See [Your own number or a team number](https://averyiq.com/help/your-number-or-a-team-number). Not sure? Start with your own number. You can add a team number any time. ## Step 1: Install the app and sign in (3 minutes) Get AveryIQ on your iPhone and sign in with the code we email you. Turn on notifications, so you know when a new lead comes in. See [Install AveryIQ on your iPhone](https://averyiq.com/help/install-the-app). ## Step 2: Tell Avery about one real person (3 minutes) Pick a real person: a lead, a past client, or a friend who might move. Your first **Today** has a **Grow your sphere** card that asks who you're helping right now. Tap **Pick from contacts** to choose them from your phone, or **Tell Avery** and say their name, how to reach them and how you met. Talk the way you would to a friend. Avery saves them and plans what comes next. Want to keep going later? On **People**, tap the add button, then **Grow your sphere**. ## Step 3: Forward one lead email (5 minutes) Tap **More**, then **Avery's email**. Pick a name for Avery's email address, and save it as a contact. Then forward her a lead email you already have. Avery adds the person and writes the first follow-up. See [Copy Avery on your email](https://averyiq.com/help/forward-lead-emails). ## Step 4: Start a deal or an open house (5 minutes) Do the one you need right now. - **Working with a buyer or seller?** Tap **+**, then **Start a deal**, and pick the client. A deal keeps its dates, people and files in one place. Avery watches the deadlines for you. - **Have an open house coming up?** Tap **+**, then **Open house**. See [Run your first open house](https://averyiq.com/help/run-an-open-house). ## Step 5: Invite your team (2 minutes) Work with other people? Invite them, so you share leads, deals and follow-ups. Work alone? Skip this step. See [Invite your team](https://averyiq.com/help/invite-your-team). ## Step 6: Finish your first card (2 minutes) Go back to **Today**. Each card says who, why now and what to do. Read Avery's draft, and tap it to change the words. Then tap **Send**. If the card isn't right, tap **Skip** and say why in a few words. Avery learns from it. See [Use your Today cards](https://averyiq.com/help/use-today). You'll see steps 3, 4 and 5 as cards on **Today** too. Each one goes away on its own once you've done it. ## Your first week Three habits make AveryIQ work: 1. **Open Today every morning.** Do your cards before the day gets busy. 2. **Tell Avery after every talk.** Just had a call or a showing? Tap **+**, then **Voice note**, and say what happened. A few seconds is enough. 3. **Skip with a reason when Avery is wrong.** "Too soon." "She already bought." Avery uses your words to do better next time. Want to see what Avery is keeping track of? Tap the search bar at the top of **Today**. It shows what's coming up, what your team is doing and what's done. ## Where to go next The [Help center](https://averyiq.com/help) has a guide for each part of the app. Stuck? Email support@averyiq.com, and a real person will help.