Next-Gen Onboarding, AI, and Tools for Coaches

Key Points:

1. Onboarding & Beta Launch (00:00:00) – Karl and Torie announce that a new five-step onboarding is live in beta and about to be rolled out to all coaches, with a new lead generation portal.
2. Lead Generation Portal & Training (00:01:44) – Walkthrough of the new portal covering joint ventures, networking, events, and using Jumpstart 12 as a lead magnet.
3. Acceleration Paths for Coaches (00:02:45) – Introduction of tailored learning and action paths (e.g., corporate to coaching, quick wins), shortening onboarding to around two weeks.
4. Resource Library & Licensee Portal Upgrades (00:03:28) – Revamping the resource library and licensee portal for easier navigation and more marketing turnkeys.
5. Role-based Onboarding Customization (00:04:17) – Chris notes agency coaches now skip irrelevant FBS steps, streamlining their experience.
6. Advisor Tracking & Milestone Calls (00:04:53) – Advisors can monitor coach progress, certifications, and milestones more closely with enhanced data tracking.
7. Simulator & Software Certification Changes (00:05:45) – Coaches now get simulator certified earlier to help them land clients quickly.
8. Next-Gen AI Coach Assist (00:05:55) – Tori unveils an in-software AI assistant fully trained on Jumpstart 12, demoing how it provides specific strategies, plans, and prompt-driven support.
9. AI Roadmap & Data Security (00:09:19–00:20:13) – Discussion of future plans to expand the AI’s knowledge base, preserve chat history, and strict privacy protocols (AI is not scraping external web or public data).
10. Business Coaching Program Calculator (00:21:28) – New tool helps coaches model different service offerings, pricing, and revenue scenarios, with plans for licensee customization.
11. Data Points for Monitoring Coaches (00:32:29) – Tori details new analytics visible to licensees including logins, clients added, simulations run, and certifications earned.

Key Takeaways:

• Streamlined onboarding enables new coaches to get certified and acquire clients faster with focused, practical steps.
• In-software AI Coach Assist delivers just-in-time, Jumpstart 12-aligned strategies—helping both coaches and their clients.
• Enhanced security and privacy keep sensitive business and client info off public AI models and platforms.
• Business program calculators and lead gen portals help coaches diversify offerings and demonstrate value in sales conversations.
• Real-time analytics and tracking support licensees and advisors in monitoring coach progress and engagement.

Notable Quotes:

• “This is actually more of a chatbot, an agent that has been trained. So we have actually taken all of our Jumpstart 12 documentation, our videos, our scripts…and so all of that information has been put into this bot.”
• “Personalization and security. So personalization is that you go and you continue to use your AI…it gets a little bit smarter, a little bit smarter.”
• “Security is at the forefront of what you’re looking at here.”

Action Steps from the Call:

1. Review and guide new coaches through the five-step onboarding process using the updated portal.
2. Encourage coaches to use the AI Coach Assist for client-specific strategy support and Jumpstart 12 guidance.
3. Utilize the business coaching program calculator to model and present different service/pricing mixes to new prospects.
4. Track coaches’ activity and certifications via the onboarding analytics dashboard for proactive support.
5. Refer coaches to the updated resource and lead generation portals for continuous learning and lead flow.

Resources & Tools Mentioned:

• Profit Acceleration Software (PAS) – Core coaching platform with onboarding, lead gen, and assessment modules.
• PAS Simulator – Demonstration and client engagement tool.
• Jumpstart 12 – Business development framework, fully integrated in training and AI Coach Assist.
• AI Coach Assist – Embedded, proprietary AI chat trained only on internal resources for strategic coaching answers.
• Business Coaching Program Calculator – Tool for building, customizing, and demonstrating program/pricing options.
• Resource Library – Enhanced with updated marketing turnkeys and easier navigation.
• Lead Generation Portal – One-stop shop for joint ventures, live events, and using assets as lead magnets.
• Analytics Dashboard – Monitors coach engagement, certifications, and client activity.

Call Date: August 5, 2025