Unlocking Agency Growth & Funnel Automation

Key Points:

1. Agency Model Strategies (01:04–11:30) – Discussion on onboarding agency coaches, commission splits, and ensuring coaches have “skin in the game” via software fees.
2. Fee Structure & Legal Considerations (11:31–14:14) – How to position software fees for 1099 contractors vs. W2 employees, and why this matters for compliance.
3. Venture Capital Approach to Agencies (14:15–17:31) – Framing agency recruitment like a VC portfolio: expect a few high performers to drive most results.
4. UI & Branding Updates (17:31–25:51) – Walkthrough of new user interface, theme customization, and expanded white-label options for coaches and their teams.
5. Website & Funnel Template Overhaul (38:25–41:23) – Introduction of modernized, mobile-responsive coaching websites and how to safely update or duplicate custom sites.
6. Funnel Assets & Promotion Guides (43:26–55:58) – Overview of seven funnel campaigns (calculator, simulator, demo, etc.), with email, LinkedIn, and social post templates.
7. Simulator & PAS Demo Tactics (48:10–53:00) – How to use the simulator for powerful, math-based demonstrations that convert leads.
8. List Nurturing & Automation (55:58–1:06:28) – Step-by-step on running 8- and 14-week nurture campaigns, batching emails, and using drip mode for large lists.
9. Real-World Results (55:58–1:03:03) – Case study: 5 opt-ins in 12 hours using the calculator funnel and LinkedIn outreach.
10. Best Practices & Support (1:06:29–end) – Tips for segmenting lists, leveraging support, and ongoing training for advanced features.

Key Takeaways:

• Agency Model: Charge agency coaches for software access to ensure commitment and profitability.

• Branding: Use new white-label and theme customization features to enhance your professional image.

• Funnels: Deploy ready-made funnel assets and nurture sequences to re-engage and grow your list.

• Demonstrations: Master the simulator and PAS demo for compelling, math-driven sales conversations.

• Automation: Use drip campaigns and batching to safely and effectively email large contact lists.

Notable Quotes:

• “You don’t need hundreds and hundreds of leads. You need a powerful demonstration.”

• “If you hit on an agency coach, you’ll make more than just having a platinum subscriber—big time.”

• “The magic of profit acceleration is small incremental changes in multiple areas simultaneously give you a compounding financial return without the use of time.”

Action Steps from the Call:

1. Review and update your agency coach onboarding process to include software fee requirements.
2. Personalize your Focused platform and client sites using the new theme customization tools.
3. Launch the calculator or simulator funnel using the provided email and LinkedIn templates.
4. Set up an 8- or 14-week nurture campaign, batching or dripping emails to your list.
5. Practice delivering the simulator demo using the McDonald’s example for conversion calls.

Resources & Tools Mentioned:

• Profit Acceleration Software (PAS) – Core business diagnostic and demonstration tool.

• Simulator – Visual tool for showing compounding profit improvements.

• AI Coach Assist – AI-powered support for coaching and demo delivery.

• Funnel Assets & Promotion Guides – Pre-built campaigns, emails, and posts for lead generation.

• Theme Customization – White-label and branding features for coaches and agency teams.

• Drip Mode Emailing – Automated batching for large list outreach in FBS.