Ramp Up Conversions & Streamline Coach Onboarding

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