Onboarding Overhaul: Fast-Track to Client Wins

Call Date

Aug 26, 2025

Primary Topics

PAS

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Call Description

This session introduces a major update to the onboarding and training experience for coaches, focusing on speed, clarity, and practical application. The new portal features a reorganized sidebar, simplified five-step onboarding, simulator certification, and a dedicated lead generation portal with evergreen strategies like the mentor challenge. The team discusses how the new structure supports both new and experienced coaches, offers visual roadmaps, and provides context-rich training for all PAS tools. Special attention is given to agency resources, white-label needs, and re-engagement strategies for stalled or returning coaches.

Why this call matters

  • Shows how to onboard and certify coaches faster, reducing overwhelm and increasing early wins

  • Demonstrates the power of simulator mastery and practical demonstrations for client acquisition

  • Provides evergreen lead generation tactics that can be used immediately

  • Offers a clear, visual roadmap for coach progress and retention

  • Supports agency, white-label, and returning coaches with flexible, modular training

Key Points:

  1. Onboarding Redesign Overview (00:38–04:33) – New sidebar, simplified steps, and context-driven navigation for faster coach ramp-up.
  2. Five-Step Onboarding Portal (04:33–07:19) – Welcome, skills questionnaire, pre-launch checklist, certification roadmap, and milestone tracking.
  3. Simulator Mastery & Certification (07:20–12:51) – Why simulator demos are now front-and-center for building coach confidence and client interest.
  4. Jumpstart 12 as an Operating System (11:10–12:51) – How to position the Jumpstart 12 as a business “OS” for credibility and curiosity.
  5. Lead Generation Portal & Mentor Challenge (16:57–22:37) – Introduction of evergreen lead gen strategies, including the mentor challenge and ad critique outreach.
  6. Evergreen vs. Onboarding Content (16:57–19:17) – Lead gen is now a separate, ongoing resource for all coaches.
  7. Acceleration Paths & Advanced Training (27:17–32:00) – Modular tracks for quick wins, live events, and specialized coach journeys.
  8. Visual Roadmaps & Milestone Tracking (35:21–37:40) – Tangible progress markers and downloadable maps to reduce overwhelm.
  9. Agency & White-Label Adaptability (38:22–41:20) – How the new system supports agency resources and different coach tiers.
  10. Re-engagement & Retention Strategies (45:33–50:35) – Using the new portal and mentor challenge to revive stalled or canceled coaches.

Key Takeaways:

  • Master the simulator demo early—this is your fastest path to client conversations and wins.
  • Use the mentor challenge and ad critique scripts for immediate lead generation.
  • Leverage the new onboarding roadmap to track progress and reduce overwhelm for you and your team.
  • Direct coaches to the lead gen portal for ongoing, up-to-date strategies and quick wins.
  • Re-engage stalled or returning coaches with the new system and evergreen tactics.

Notable Quotes:

  • “You don’t need hundreds and hundreds of leads. You need a powerful demonstration.”
  • “Progress equals happiness. At the end of every day, they’re going to feel like they’re getting a little bit closer.”
  • “The Jumpstart 12 is an operating system that can be installed.”

Action Steps from the Call:

  1. Walk new coaches through the five-step onboarding portal and downloadable roadmap (see 04:33–07:19).
  2. Practice and certify on the simulator demo as your first client acquisition tool (07:20–12:51).
  3. Implement the mentor challenge: call three business owners daily and solve their biggest problem (16:57–22:37).
  4. Explore the lead generation portal for scripts, quick wins, and live event mastery resources (27:17–32:00).
  5. Use the new visual roadmap and milestone tracking to guide and motivate coaches (35:21–37:40).

Resources & Tools Mentioned:

  • Profit Acceleration Software (PAS): Core platform for onboarding, training, and client delivery.
  • Simulator: Primary demo tool for client acquisition and certification.
  • Jumpstart 12: Business “operating system” and foundational training.
  • Lead Generation Portal: Central hub for evergreen tactics, scripts, and quick wins.
  • Mentor Challenge Script: Daily outreach framework for rapid client acquisition.
  • Visual Roadmap: Downloadable progress tracker for onboarding and training.

Call Date: August 26, 2025

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