Mastering Follow-Up & PAS Essentials for Coaches

Call Date

February 10, 2026

Primary Topics

Client Retention, Lead Gen, PAS

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Call Description

This session brings together new and experienced coaches to share wins, troubleshoot challenges, and get hands-on with the latest updates in the Profit Acceleration Software (PAS). The call covers onboarding essentials, the importance of consistent follow-up, and practical walkthroughs of the PAS dashboard, simulator, and business academy. Advisors and coaches discuss real-world strategies for lead generation, client retention, and leveraging templates and automation to grow a coaching business. The breakout rooms provide targeted practice on lead gen, conversions, fulfillment, and PAS certification.

Why this call matter

  • Reveals actionable follow-up systems that directly impact client acquisition and retention.

  • Clarifies how to use PAS tools and onboarding resources for faster results.

  • Shares real-world networking and nurturing tactics from active coaches.

  • Provides step-by-step guidance for new coaches to avoid overwhelm and information overload.

  • Offers peer-tested advice on using templates, automation, and the Focused.com ecosystem.

Key Points:

  1. Celebrating Wins & Introductions (00:02:00) – Coaches share recent client wins, joint ventures, and onboarding experiences.
  2. Networking & Lead Nurturing (00:10:30) – Strategies for expanding your network, running reactivation campaigns, and nurturing large client bases.
  3. Follow-Up is Gold (00:18:00) – Multiple coaches emphasize the critical role of consistent, structured follow-up in closing deals.
  4. PAS Software Walkthrough (00:25:00) – Detailed review of the PAS dashboard, results analysis, and customization options.
  5. Onboarding Portal Deep Dive (00:32:00) – How to leverage the onboarding portal for new and legacy coaches, including tech setup and milestone tracking.
  6. Upcoming PAS Coaching Portal Update (00:40:00) – Preview of major improvements and intuitive changes coming to the coaching portal.
  7. Simulator & Business Academy (00:45:00) – Using the simulator for assessments and accessing training for both Jumpstart 12 and Jumpstart 40 strategies.
  8. Templates & Resources (00:52:00) – Where to find and how to use industry-specific templates, strategy guides, and social media tools.
  9. Breakout Room Practice (01:00:00) – Coaches split into rooms for hands-on practice in lead gen, conversions, fulfillment, and PAS certification.
  10. Mindset & Consistency (01:03:00) – Advisors stress the importance of picking a path, sticking with it, and recording processes for continual improvement.

Key Takeaways:

  • Consistent Follow-Up (00:18:00): The fortune is in the follow-up—use automation and personal touches to stay top-of-mind.

  • PAS Mastery (00:25:00): Know your way around the PAS dashboard and use results analysis to demonstrate value.

  • Onboarding Focus (00:32:00): New coaches should complete onboarding before exploring advanced resources.

  • Templates & Automation (00:52:00): Leverage ready-made templates and automation to save time and boost professionalism.

Notable Quotes:

  • “The fortune is in the follow-up.”

  • “You need to know three strategies well enough to have confidence to sit down and do an assessment.”

  • “If you haven’t made 50 to 100 outbound calls, you don’t know if it’s successful or not.”

Action Steps from the Call:

  1. Implement a structured follow-up system using FBS or your CRM—set tasks for 24 hours, 7 days, and 30 days after each contact.
  2. Complete the onboarding portal and milestone checklist before diving into advanced training.
  3. Use the PAS dashboard’s results analysis to track and communicate client progress.
  4. Download and customize industry-specific templates for your next client session.
  5. Practice running a live assessment using the simulator with a peer or advisor.

Resources & Tools Mentioned:

  • Profit Acceleration Software (PAS): Core platform for assessments, client tracking, and results analysis.

  • Simulator: Tool for running live client assessments and generating actionable reports.

  • Onboarding Portal: Step-by-step guide for new coaches to set up and launch their practice.

  • Focused Business Suite (FBS): CRM and automation platform for managing leads, tasks, and follow-up.

  • Business Academy: Training library for Jumpstart 12 and Jumpstart 40 strategies.

  • Templates & Strategy Guides: Ready-to-use resources for various industries and marketing needs.

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