Ramp Up Conversions & Streamline Coach Onboarding

Call Date

Jun 10, 2025

Primary Topics

Lead Generation, PAS, Sales + Closing

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Call Description

The session features top-performing coaches sharing their step-by-step processes for attracting and closing high-quality coaching candidates using LinkedIn and Indeed, including specific ramp-up pricing models and screening questions. The team also unveils major updates to the PAS white label portal—centralizing lead management, automating simulator redirects, and enhancing onboarding tracking. The call closes with tactical advice on keeping the pipeline full, maximizing event-based lead gen, and using group coaching to drive retention and results.

Why this call matters

  • Reveals real-world pricing and down-sell tactics that boost conversions.

  • Shows how to qualify and filter leads for higher quality and less wasted time.

  • Demonstrates new PAS software features that save hours on onboarding and lead management.

  • Provides repeatable outreach and ad strategies for LinkedIn and Indeed.

  • Offers mindset and daily activity frameworks to keep your pipeline full.

Key Points:

  1. Ramp-Up Pricing Model for Conversions (01:21) – How a tiered ramp-up offer (e.g., $500, $997, $1,497, $1,997) increases close rates and brings in quality coaches.
  2. LinkedIn Lead Qualification Process (05:13) – Using a three-question survey and opportunity video to filter serious candidates and tailor presentations.
  3. Screening Question Optimization (11:11) – Live feedback and examples for refining application questions to attract coach-ready prospects.
  4. Indeed Ads & Funnel Execution (18:17) – Step-by-step on running Indeed ads, using provided templates, and leveraging AI for ad optimization.
  5. PAS White Label Portal Updates (22:01) – Walkthrough of new features: unified lead database, simulator redirect links, and enhanced coach onboarding tracking.
  6. Centralized Lead Management (24:51) – How all simulator and coaching leads now flow into a single dashboard for easier follow-up.
  7. Onboarding Journey Visibility (27:15) – Monitoring coach progress and certification status directly in the portal.
  8. Lead Generation Mindset & Consistency (32:23) – Why sticking to basics and daily outreach is the real driver of business growth.
  9. First Responder Mindset for Coaches (35:47) – Viewing yourself as a “business saver” and committing to 25 outreach conversations per day.
  10. Local Event Strategy for Authority (46:41) – The power of consistent weekly live events to build local legend status and fill the funnel.

Key Takeaways:

  • Adopt a ramp-up pricing model to increase conversions and reduce friction for new coaches.
  • Refine your screening questions to pre-qualify leads and save time on unqualified calls.
  • Centralize all leads and onboarding in the updated PAS portal for streamlined management.
  • Commit to daily outreach—25 conversations a day is the benchmark for pipeline health.
  • Leverage live events and group coaching to build authority and long-term retention.

Notable Quotes:

  • “You’ve got to keep the pipeline full. That’s what grows your business.”
  • “It’s not about studying, it’s about training—doing it over and over until it’s instinctual.”
  • “If my life depended on it, I’d do a local live event every week.”

Action Steps from the Call

  1. Implement a ramp-up pricing/down-sell offer for hesitant prospects (see 01:21).
  2. Update your LinkedIn and Indeed screening questions using the examples and feedback at 11:11.
  3. Add your simulator next steps link in the PAS portal profile settings for instant calendar redirects (see 23:10).
  4. Review and organize all leads in the new unified dashboard; set up drip campaigns for follow-up.
  5. Schedule and promote a weekly local live event to establish authority and generate leads.

Resources & Tools Mentioned:

  • PAS White Label Portal – Unified lead/contact management, onboarding tracking, simulator redirect.
  • Simulator – For lead generation and automated follow-up.
  • Indeed Ad Templates – Provided in the shared Google folder, optimized via AI.
  • LinkedIn Outreach Process – Survey and video funnel for pre-qualification.
  • Group Coaching (Done For You) – Plug-and-play group coaching for client retention and engagement.

Call Date: June 10, 2025

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