Done-For-You Closing & Lead Gen Mastery

Call Date

Jan 6, 2026

Primary Topics

Group Coaching, Lead Generation, Sales + Closing

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Call Description

This Licensing Program Conference Call focuses on maximizing coach success through scalable systems for closing, lead generation, and fulfillment. The team introduces a paid done-for-you closing service to help coaches convert more prospects, discusses the importance of lead qualification and tracking via the lead sheet, and showcases new strategy guides and social media templates for client engagement. The session dives deep into niche targeting (especially accountants and B2B), JV partnership tactics, and the value of leveraging AI tools like the business coaching dojo. The call closes with a preview of upcoming platform innovations and a strong emphasis on building a consistent outreach machine.

Why this call matters

  • Reveals a new closing service to help coaches convert more leads with less friction.

  • Provides actionable tactics for targeting high-value niches and building JV partnerships.

  • Shares ready-to-use assets (strategy guides, social templates) to boost client engagement.

  • Explains how to track and qualify leads for maximum conversion.

  • Previews upcoming AI-powered tools to further streamline lead generation and fulfillment.

Key Points:

  1. Celebrating Wins & 2026 Goals (01:21–2:29) – Coaches share new signups, group coaching targets, and the importance of building a team.
  2. Introduction of Done-For-You Closing Service (7:01–14:19) – Details on how the Focused team can close prospects for coaches, how it works, and who it’s for.
  3. Lead Sheet & Lead Tracking (19:36–21:16) – How to use the lead sheet to track prospects and ensure proper credit for signups.
  4. Retention & Qualifying Leads (21:38–23:54) – Discussion on what drives retention, why consistency beats personality, and the importance of not prejudging prospects.
  5. Strategy Guides & Social Media Templates (7:20–9:41, 49:04–50:54) – Overview of new editable assets for coaches and clients, covering 27+ industries and the Jumpstart 12.
  6. Niche Targeting & JV Partnerships (28:41–44:33) – Deep dive into targeting accountants, advertising salespeople, website builders, and B2B professionals for consulting partnerships.
  7. Accountant JV “Test Drive” Tactic (37:14–40:01) – Step-by-step on how to win over accountants by solving their biggest pain points and offering value-first.
  8. AI Business Coaching Dojo & Platform Updates (53:28–54:39) – Success stories and usage stats for the AI dojo, plus a teaser for upcoming platform innovations.
  9. Building a Lead Gen Machine for 2026 (56:54–57:23) – Final advice on the necessity of daily, weekly, and monthly outreach to hit big goals.

Key Takeaways:

  • Leverage Done-For-You Closing – Use the Focused team to close prospects and reduce sales friction.

  • Track Every Lead – Use the lead sheet to ensure you get credit and maximize conversions.

  • Target High-Value Niches – Focus on accountants, B2B, and advertising partners for scalable growth.

  • Deploy Strategy Guides & Templates – Use new assets to engage clients and prospects immediately.

  • Practice in the AI Dojo – Sharpen your skills and prepare for real-world conversations.

Notable Quotes:

  • “If you want us to close them for you, like we absolutely can.”

  • “Lead gen, lead gen, lead gen. This is where I’d be spending a lot of time.”

  • “You’ve got to create a machine to continue to reach out to volumes of people.”

Action Steps from the Call:

  1. Opt in to the done-for-you closing service if you want help converting prospects (see 7:01).
  2. Add all prospects to the lead sheet for proper tracking and follow-up (19:36).
  3. Download and customize the new strategy guides and social media templates for your niche (7:20, 49:04).
  4. Reach out to 25 new prospects per day, focusing on high-value niches (35:56).
  5. Practice JV “test drive” offers with accountants and other B2B partners (37:14).

Resources & Tools Mentioned:

  • Done-For-You Closing Service – Paid service where Focused closes prospects on your behalf.

  • Lead Sheet – Tool for tracking and crediting leads.

  • Strategy Guides (Google Docs/PDF) – Editable, industry-specific guides covering the Jumpstart 12.

  • Social Media Templates – Professionally designed, ready-to-use posts for 27+ industries.

  • AI Business Coaching Dojo – Platform for practicing sales and coaching conversations with AI agents.

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