New Tools & Faster Onboarding for Coaches

Call Date

Aug 19, 2025

Primary Topics

PAS

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Call Description

This call spotlights major upgrades to the coaching onboarding experience, sales tools, and PAS software features designed to boost productivity and client results. The team demos a new business coaching program calculator for lead gen and prospect education, as well as two high-performing funnel pages for software and program overviews. Key updates include the ability to convert simulator results into assessments instantly, simplifying work and minimizing errors. The group discusses strategies for better communication, streamlined website/FBS setup, and using automation to prevent new users from stalling. Plus, the latest on AI Coach Assist, onboarding feedback, and peer-tested tips for creating a seamless client journey.

Why this call matters

  • Introduces new sales and onboarding tools that save coaches time and boost conversion.

  • Explains powerful automation and communication strategies to keep new users progressing.

  • Demonstrates how to leverage enhanced PAS software features for easier client management.

  • Shares proven workflows and funnel assets for faster lead generation and follow-up.

  • Provides actionable steps to reduce onboarding hiccups and increase client success rates.

Key Points

  1. Coach Onboarding & Portal Improvements (00:00:36) – Updates on the onboarding portal, new accelerated path videos, and a lead gen portal for licensees.
  2. New Business Coaching Program Calculator Demo (00:04:55) – Walkthrough of the calculator funnel for lead generation and prospect-facing demos, including follow-up email sequence.
  3. Overview & Software Sales Funnel Pages (00:07:34) – Introduction of two proven opt-in/overview pages, designed for higher lead quality and call bookings.
  4. Multiple Funnel Usage Strategies (00:09:54) – Discussion on using ads, email, and CRM automation for funnel deployment and maximizing conversion.
  5. Release Timeline & Access (00:12:00) – Details on when calculators and new funnel pages will be available for coaches.
  6. Simulator to Assessment Conversion Feature (00:15:17) – Demo of the new PAS software button to convert simulations directly into assessments, saving time and minimizing errors.
  7. Jumpstart 12 to Jumpstart 40 Assessment Upgrade (00:19:28) – Quick upgrade feature for deepening client assessments mid-engagement.
  8. Onboarding Communication & Automation (00:27:36) – New automations to flag and rescue stalled users, kick off escalations, and prevent lost prospects.
  9. Improved FBS/Website Setup Process (00:24:23) – Changes to make website and funnel builds faster and less technical for coaches.
  10. Best Practices for Client Communication (00:30:51) – Tips for combining email, SMS, and phone outreach to ensure new users stay engaged and moving forward.
  11. Peer Success Share & “Focused Method” Positioning (00:41:09) – Real-world approach to prepping new clients, branding process, and seamless Focus.com/Fulfillment integration.
  12. Handling Common Onboarding Hurdles (00:48:13) – Strategies for overcoming client bottlenecks (e.g., domain selection, tech set up).

Key Takeaways:

  • Leverage the new business coaching program calculator for both lead generation and in-person demos to educate and close prospects.
  • Implement the program and software overview funnel pages to qualify leads and increase call bookings with better-informed prospects.
  • Use the PAS simulator-to-assessment conversion to save time and reduce manual data entry errors in client onboarding.
  • Deploy automated workflows and SMS/email reminders to keep new coaches engaged and moving through onboarding.
  • Simplify FBS and website setup by letting support handle more of the technical work, freeing up coaches for client-facing activities.

Notable Quotes:

  • “The onboarding portal is amazing. Every day is getting better for our coaches.”
  • “These funnel pages lead to better appointments, because leads come in knowing what they want.”
  • “We want to catch coaches who stall out—before they fall through the cracks.”

Action Steps from the Call:

  1. Add the business coaching program calculator to your lead gen assets and demo toolkit as soon as it’s released.
  2. Update your primary licensing page (or client-facing funnel) to incorporate the program and software overview assets.
  3. Use the new PAS simulator upgrade feature to convert client simulations into assessments and save onboarding time.
  4. Monitor onboarding workflows for inactive users; respond promptly to notifications about stalled coaches.
  5. Shift technical website setup to support wherever possible; focus your time on onboarding, sales calls, and client relationships.

Resources & Tools Mentioned:

  • Business Coaching Program Calculator – Lead gen and prospect demo tool, with automated email follow-ups.
  • Program & Software Overview Funnel Pages – High-converting opt-in and sales pages for coaches.
  • PAS (Profit Acceleration Software) – Enhanced with direct simulation-to-assessment conversion and assessment upgrades.
  • Jumpstart 12 & Jumpstart 40 – Business assessment frameworks.
  • CRM & Automations – For communication workflows, lead tracking, and onboarding escalation.
  • FBS (Funnel Building System) – Streamlined website and funnel setup.
  • AI Coach Assist – Embedded AI for research and coaching assistance (ongoing improvements).
  • Onboarding Portal – For tracking coach progress and access to training/video resources.

Call Date: August 19, 2025

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