Premium Pricing, PAS Prep & Peer Resources

Key Points:

1. New Coach Intros & Backgrounds (00:01:30) – Coaches introduce themselves, sharing backgrounds in executive recruiting, coaching, and military service.
2. BNI & JV Wins (00:06:00) – Coaches report on BNI sessions, JV follow-ups, and new PAS sessions booked.
3. Premium Pricing Mindset (00:12:30) – Discussion on the mindset and confidence needed to offer and justify premium pricing.
4. PAS Prep & Intake Forms (00:18:00) – What to send before a PAS session: intake forms, checklists, and pre-call videos.
5. Facebook Group Resources (00:23:00) – How to find and use intake form templates and onboarding checklists in the group files.
6. Automation & FBS Onboarding (00:28:00) – Using FBS automations to send forms and reminders, and the importance of gathering business data in advance.
7. Client Activation & Follow-Up (00:33:00) – Strategies for client activation campaigns, using lists, and prepping for effective PAS sessions.
8. Peer Resource Sharing (00:38:00) – Coaches offer to share their own intake forms and templates with others.
9. Caveats & Best Practices (00:42:00) – When to use long vs. short forms, how to avoid overwhelming prospects, and tailoring prep to the relationship.

Key Takeaways:

• Position yourself for premium pricing: Lead with confidence and a clear value proposition.
• Send a prep email or video before PAS sessions to set expectations and gather key data.
• Use intake forms and checklists—find templates in the Facebook group or ask peers for proven versions.
• Automate onboarding with FBS to streamline reminders and data collection.
• Leverage BNI and JV partnerships for steady lead flow and PAS bookings.

Notable Quotes:

• “The video just kind of laid it all out—set expectations and got them ready.”
• “I want the information well ahead of time so I can do research and know exactly what I’m going to bring up.”
• “Peer resources are out there—just ask in the group and someone will share their intake form.”

Action Steps from the Call:

1. Position your coaching as a premium offer and practice articulating your value.
2. Find or create an intake form and send it to prospects before PAS sessions.
3. Use a pre-call video or checklist to set expectations and prep business owners.
4. Automate onboarding and reminders using FBS or your CRM.
5. Leverage the Facebook group files and peer network for templates and resources.

Resources & Tools Mentioned:

• PAS (Profit Acceleration Software): For business assessments and strategy sessions.
• Intake Form Templates: Available in the Facebook group files or from peers.
• Pre-Call Video: To set expectations and prep prospects.
• FBS (Focused Business Suite): For onboarding automation and reminders.
• Client Activation Campaigns: For re-engaging lists and prepping for PAS.
• Facebook Group: For peer support, templates, and resource sharing.

Call Date: August 25, 2025