Maximizing White Label & Agency Tools for Scale

Key Points:

1. White Label Naming & Branding (04:44) – Guidance on choosing a software name and domain that supports your brand without confusing or intimidating your coaches’ clients.
2. White Label Setup Form Walkthrough (07:43) – Step-by-step on completing the white label setup form, including required fields and best practices for contact info and logo submission.
3. Domain Strategy for FBS & PAS (12:17) – Why and how to use separate domains for your software and FBS lead gen sites to streamline client and coach experience.
4. Agency Tier Explained (19:34) – How the agency tier works, revenue sharing, and why it’s a powerful tool for scaling your coaching team.
5. FBS 2.0 Requirement (21:59) – The importance of being on FBS 2.0 for recruiting, onboarding, and managing coaches and clients.
6. PAS & Coach Oversight (25:53) – How simulator leads and assessments are managed and assigned within your organization for quality control and revenue tracking.
7. Group Coaching Integration (37:06) – Open enrollment, rolling cohorts, and how group coaching is structured for ongoing client engagement.
8. Client Portal & Lesson Access (41:29) – New updates to the client portal: how lesson access is managed to encourage accountability and completion.
9. Agency Coach Permissions (51:14) – How agency coaches manage their own group coaching clients and communications within your branded system.
10. Licensee Lead Management in FBS (59:04) – Using FBS pipelines, tags, and smart lists to track and manage licensee and coach leads.

Key Takeaways:

• Choose a neutral, tool-focused software name to avoid client confusion and protect coach relationships.
• Set up separate domains for your white label software and FBS lead gen to streamline branding and user experience.
• Agency tier enables revenue share and oversight, making it easier to scale your coaching team while maintaining quality.
• Group coaching is now open enrollment and rolling, making it easier to add clients at any time and keep them engaged.
• Use FBS smart lists and pipelines to organize and track all your leads—clients, coaches, and licensees.

Notable Quotes:

• “Think from the end user’s standpoint. I’m going to go to this site and I’m going to know what it does.”
• “Your coaches need clients more than anything. The agency tier is simply a tool to help you deliver that.”
• “White label is a sales tool. We’re just enhancing some of those tools for you to help you do it a little easier and a little more organized.”

Action Steps from the Call:

1. Review and update your white label software name and domain using the guidelines shared at 04:44.
2. Complete the white label setup form with accurate contact info and a high-res logo (07:43).
3. Set up or redirect domains for FBS and PAS as separate entities for clarity (12:17).
4. Onboard agency tier coaches and set up revenue share tracking in FBS (19:34).
5. Use FBS smart lists and pipelines to segment and manage all lead types (59:04).

Resources & Tools Mentioned:

• Profit Acceleration Software (PAS): Core diagnostic and coaching delivery platform.
• FBS 2.0: Lead generation and CRM platform for coaches and licensees.
• White Label Setup Form: For branding and configuring your own software instance.
• Group Coaching Platform: For rolling enrollment and client management.
• Smart Lists & Pipelines (FBS): For organizing and tracking leads and contacts.

Call Date: May 13, 2025