Streamlined Onboarding & Lead Gen Portal Walkthrough

Call Date

Aug 11, 2025

Primary Topics

Lead Gen, PAS

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Call Description

Led by John Moore, Torie Mathis, and the advisor team, this session introduces the redesigned onboarding and lead generation experience in the PAS platform. The walkthrough covers the new sidebar navigation, skills assessment, Jumpstart 12 training, simulator certification, and the expanded lead generation portal. Coaches learn how to access resources, templates, live event materials, and advanced acceleration paths. The team answers questions about legacy archives, book access, and troubleshooting, while sharing tips for mastering the new system and maximizing advisor support. The call emphasizes continuous learning, streamlined processes, and getting clients quickly.

Why this call matters

  • Demonstrates the new, simplified onboarding and training experience for coaches.
  • Shows how to access and use the Jumpstart 12, simulator, and lead generation tools.
  • Provides guidance on finding resources, templates, and live event materials.
  • Answers common questions about navigation, updates, and advisor support.
  • Reinforces the importance of continuous learning and advisor communication.

Key Points:

  1. Intro & Purpose (00:00:01): John introduces the call and outlines the focus on the new sidebar and onboarding updates.
  2. Sidebar Walkthrough (00:01:51): Demonstrates the reorganized left menu, including coaching tools, training, resources, and events.
  3. Onboarding Portal Changes (00:05:55): Explains the simplified onboarding process and new skills questionnaire.
  4. Certification Roadmap (00:09:14): Tori details the step-by-step certification path and how advisors track coach progress.
  5. Jumpstart 12 & Simulator Training (00:11:58): Emphasizes the importance of mastering Jumpstart 12 strategies and simulator use before software deep-dives.
  6. Resource Migration & Legacy Archives (00:15:50): Discusses ongoing migration of legacy materials and how to request missing resources.
  7. Lead Generation Portal Tour (00:19:17): Shows the expanded lead gen training, including networking, joint ventures, live events, and templates.
  8. New & Updated Content (00:22:09): Clarifies which training modules are new, updated, or migrated from legacy archives.
  9. Editable Templates & Idea Bank (00:24:18): Introduces new marketing templates and the idea bank for ads and copy.
  10. Onboarding Progress & Advisor Support (00:30:25): Explains how coaches can track onboarding progress and work with advisors for placement.
  11. Jumpstart 12 Foundations (00:32:57): John and Chris highlight the value of learning the 12 strategies before using the software.
  12. Simulator as a Sales Tool (00:35:29): Alan and Courtney discuss using the simulator for quick, impactful prospect conversations.
  13. Continuous Learning & Support (00:41:10): Panel shares tips for ongoing learning, advisor communication, and maximizing new features.

Key Takeaways:

  • Master the Sidebar: Use the new sidebar to quickly access all coaching tools, training, and resources.
  • Follow the Onboarding Roadmap: Complete onboarding steps in order, focusing on Jumpstart 12 and simulator certification for faster client wins.
  • Leverage New Templates: Access and customize new marketing templates and downloads for client outreach.
  • Stay Connected with Advisors: Communicate with your advisor for onboarding placement, resource requests, and ongoing support.

Notable Quotes:

  • “Our whole entire point of this is that we would like it to be a little bit more streamlined for you and we want the entire focus for you to get clients as quickly as possible.” – Tori
  • “If you haven’t really used the simulator or you haven’t gone through the 12 strategies…I would recommend that you go back and repeat step two just because I think it will make such a difference.” – John
  • “You don’t have to know all this stuff…When you need them, you have access to them.” – Courtney

Action Steps from the Call:

  1. Explore the new sidebar and familiarize yourself with the reorganized sections.
  2. Complete the skills questionnaire and onboarding roadmap steps, focusing on Jumpstart 12 and simulator training.
  3. Download and customize marketing templates from the new resources section.
  4. Review the lead generation portal and select a path (networking, JV, live events) to implement.
  5. Contact your advisor if you need onboarding placement help or can’t find a legacy resource.

Resources & Tools Mentioned:

  • Profit Acceleration Software (PAS)
  • Simulator & Simulator Certification
  • Jumpstart 12 Book & Training
  • Lead Generation Portal
  • Editable Canva Templates
  • Marketing Turnkey & Idea Bank
  • Legacy Archives (ongoing migration)
  • Group Coaching & Done For You Group Coaching
  • Advisor Support & Milestone Calls

Call Date: August 11, 2025

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