Agency Model Mastery & Lead Gen Formula

Key Points:

1. Platinum License Structure (00:15) – How clients can add a coach under them for $300/month, covering their own fees and expanding reach.
2. Consistency in Lead Gen (03:38) – BJ and others stress the compounding effect of consistent outreach and follow-up.
3. Masterclass in Coaching Coaches (07:16) – The importance of repetition, process, and showing up on both good and bad days.
4. Turnkey Marketing Formula (15:48) – Training on the four-step ad formula: interrupt, engage, educate, offer.
5. Lead Gen Tactics for Coaches (24:15) – How to target high-margin clients by critiquing ads and websites, offering value-first outreach.
6. Agency Model Mechanics (33:30) – Lisa details the agency tier: revenue share, admin controls, and how agency coaches are managed under your license.
7. Admin & Automation Upgrades (44:18) – New features for logging in as agency coaches, managing assets, and controlling client assignments.
8. Compensation & Revenue Share Models (49:24) – Guidance on structuring fees and splits, with flexibility for different coach arrangements.
9. Affiliate Links & Tracking (1:03:15) – How to enable affiliate links in FBS for coach/client referrals.
10. Transitioning & Upselling Coaches (1:09:03) – Best practices for moving agency coaches to full Platinum Plus as they grow.

Key Takeaways:

• Use the agency model to recruit more coaches quickly with lower upfront fees and revenue share.
• Apply the four-step ad formula (interrupt, engage, educate, offer) for all marketing and lead gen.
• Leverage new admin features to manage agency coaches, assets, and client assignments efficiently.
• Customize compensation and contracts to fit your business and coach needs.
• Tap into affiliate and referral tools for additional growth and cross-promotion.

Notable Quotes:

• “Consistency is the breadwinner.”
• “Advertising is formulaic: interrupt, engage, educate, offer.”
• “You have everything you need for the agency model now.”

Action Steps from the Call

1. Start recruiting coaches under the agency tier using the new sales form and admin controls.
2. Implement the four-step ad formula in all your marketing and outreach.
3. Use the “log in as” feature in FBS/PAS to support and monitor agency coaches.
4. Set up affiliate links in FBS if you want to track referrals or cross-promote with other licensees.
5. Structure your compensation and contracts based on your desired revenue share and coach involvement.

Resources & Tools Mentioned:

• FBS (Focused Business Suite) – For managing coaches, assets, and affiliate links.
• PAS (Profit Acceleration Software) – For assessments, client management, and admin controls.
• Agency Tier Sales Form – For onboarding new agency coaches.
• Meta Ad Library – For researching competitor ads and lead gen targets.
• Affiliate/Referral Links – Optional feature in FBS for tracking and payouts.
• Contract Templates – Recommendations for using online tools like Rocket Lawyer for 1099 agreements.

Call Date: April 1, 2025