Use FBS to Run Your Coaching Business

Key Points:

0:00 – Opening and Workshop Setup
Gary opens the call with a light “hump day” joke and explains that the session will focus on FBS, the Focused Business Suite.

1:00 – Looking at the Tools Coaches Already Have
Coaches are asked to think about how many outside tools they currently pay for to run their coaching business.

1:45 – Redundant Software Costs
Gary lists common tools coaches may already be paying for, including Calendly, Mailchimp, social schedulers, CRMs, ClickFunnels, funnel builders, DocuSign, and similar platforms.

2:30 – FBS as Cost Control
The call connects FBS to cost control, reminding coaches that if a tool is already built into FBS, they may be able to cancel outside subscriptions.

3:05 – FBS Is Not a Freebie
Gary explains that FBS is a professionally built, business-coaching-specific tool designed to integrate with the Focused.com ecosystem and Profit Acceleration Software.

4:00 – E-Signature Capability
Scott asks about e-signatures, and Gary explains that this functionality is available inside FBS through the contracts area.

4:35 – Replacing DocuSign
John shares that he was paying for DocuSign until Gary showed him how to add a digital signature block inside FBS.

5:15 – Mastering Your Tech Recordings
John recommends showing coaches where Bertone’s Mastering Your Tech recordings are located, especially the recording that explains contract signatures.

6:00 – Focus on Clients, Not Tool Chaos
Gary explains that once the business is running inside FBS, coaches can put more attention on getting clients and keeping clients.

6:45 – High-Level FBS Demo Begins
Gary begins walking through the main areas of FBS, including CRM, contacts, calendars, bookings, email campaigns, social planner, payments, funnels, and websites.

7:30 – Coaching Links Page
Gary introduces the Coaching Links page, which gives coaches quick access to funnels, booking calendars, checkout pages, and other important links.

8:30 – Saving Coaching Links for Fast Access
Gary recommends bookmarking the Coaching Links page and even saving it to a phone home screen so coaches can quickly send calendar or funnel links during conversations.

9:45 – Booking Calendar Example
Gary shows how a prospect can select a date and time, fill out their information, and get added directly into the coach’s FBS system.

10:45 – Built-In Email Campaigns
The group is reminded that email campaigns are already built into FBS and continue to be updated and improved.

11:15 – Social Media Planner
Gary explains that coaches can connect LinkedIn, Facebook, and Instagram, then schedule posts for the week or month inside FBS.

12:00 – Payment Links and Checkout Pages
Gary walks through how coaches can use checkout pages and payment links to take payment when signing a new client.

13:00 – Group Coaching Checkout Example
Gary shows an example of a group coaching checkout link where the offer and payment information can be configured for quick client enrollment.

14:15 – Funnels and Landing Pages
Gary explains the difference between a regular web page and a landing page, emphasizing that landing pages are built for a specific purpose with fewer distractions.

15:00 – Group Coaching Funnel Example
Gary shows a group coaching landing page where prospects can submit information and trigger follow-up communication.

16:00 – Simulator and Marketing Evaluator Funnels
Coaches are reminded they can send prospects to the simulator, marketing evaluator, or other funnel pages to capture information and start follow-up.

17:00 – Automations and Workflows
Gary explains that FBS automations are workflows that trigger behind-the-scenes actions based on what a prospect or client does.

18:00 – FBS Value Compared to Outside Tools
Gary compares the monthly cost of outside tools with the value of having these tools included in FBS, supported by the Focused.com tech team.

19:00 – FBS Dashboard Overview
Gary switches into FBS and shows the dashboard, including tasks, appointments, contacts, and activity.

20:00 – Contact Created From a Meeting Link
Gary shows a prospect who scheduled a meeting through a booking link and was automatically added into FBS.

21:00 – Automatic Appointment Confirmation
The group sees how the system automatically sent a “thank you for scheduling” confirmation with calendar links and appointment details.

22:00 – Calendar Integration
Gary explains that when Google or Microsoft 365 calendars are connected, meetings can show up directly on the coach’s calendar.

23:00 – Contact Record Details
Gary opens a contact record and shows how information such as source, appointment, email, phone, and form responses appear in one place.

24:00 – Intake Form Responses
Gary uses a client example to show how completed intake form answers are stored inside the contact record.

25:00 – Understanding Contact Needs
The intake example shows that the client wants more income, more impact, more sales, better systems, and more free time.

26:00 – Verified Email Addresses
Gary points out the green check mark showing a verified email address and explains why email verification matters for deliverability.

27:00 – DND and Compliance
The group reviews how FBS tracks do-not-disturb preferences when someone replies “stop” to text messages, helping coaches stay compliant.

28:00 – Opportunities, Workflows, and Tags
Gary shows how a contact can be associated with opportunities, workflows, nurture campaigns, simulator follow-up, and access tags.

29:00 – Tags Organize Contacts
Gary explains that tags help sort and segment contacts based on what they have opted into, scheduled, purchased, or accessed.

30:00 – Calendly Replacement
The call returns to the idea that FBS booking pages can replace Calendly because calendars, reminders, and sequences are already configured.

31:00 – Importing Contacts
Gary explains that coaches can import contacts from a previous CRM or other system instead of starting from scratch.

32:00 – Smart Lists
Gary introduces smart lists, which allow coaches to create filtered lists of contacts based on tags, fields, names, states, intake forms, and other information.

33:00 – Creating a Smart List
Gary walks through creating a sample smart list and shows how to select fields, filters, and sorting options.

34:00 – Group Coaching Prospect List Example
Gary shares an example of a smart list he created for a group coaching opportunity so he could quickly follow up with those prospects.

35:00 – Managing Contact Fields
Rick asks where to control which fields show on each contact record, and Gary points him to the “Manage Fields” option.

36:00 – Email Templates Inside FBS
Gary shows where email templates live inside FBS and explains that coaches can create templates for messages they send regularly.

37:00 – Email Statistics
The system can show delivery rates, open rates, clicks, and other campaign stats so coaches can see how emails are performing.

38:00 – Monthly Nurture Email Example
Gary opens an April nurture email template and shows how the system adds the coach’s logo and email signature.

39:00 – Subscribe to Your Own Nurture Campaign
Gary recommends coaches add themselves to their own nurture campaign so they can see what prospects and clients receive.

40:00 – Creating an Email Template With AI
Gary demonstrates creating a new email template and shows how AI can help draft headings, images, and sections.

41:00 – Mailchimp Becomes Optional
Gary explains that because emails, templates, campaigns, and scheduling are built into FBS, Mailchimp may no longer be needed.

42:00 – One-on-One Integration Calls
Gary explains that coaches will be offered integration calls to help walk through specific tools, questions, and replacement opportunities.

43:00 – Pick One Tool to Replace
Gary gives the main action step: choose one outside tool currently being paid for and figure out how to replace it with FBS.

44:00 – Keep It Simple
Gary cautions coaches not to try to do everything at once because FBS is powerful and can feel overwhelming.

45:00 – Why Integrated Tools Matter
Gary explains that cobbling together many disconnected tools creates risk because one broken link can break the whole process.

46:00 – Focused.com Tech Team Support
The call emphasizes that the Focused.com team has built an integrated system to handle much of the back-end work for coaches.

47:00 – Rick’s Funnel Customization Question
Rick asks whether forms and funnels can be customized to collect different or additional information.

48:00 – Lead Funnels and Coaching Links
Gary shows how the Coaching Links page includes lead funnels such as free training, simulator links, and other prospect-facing pages.

49:00 – Exit Intent Pop-Up
Gary demonstrates how an exit-intent pop-up appears when someone tries to leave a funnel page, helping capture more leads.

50:00 – Funnel Steps
Gary opens the free training funnel and shows the steps a prospect moves through, including the opt-in page, simulator, next steps, thank-you page, and book download.

51:00 – Funnels Organized in Folders
Gary explains that funnels are organized in folders and coaches may see different folders depending on their setup.

52:00 – Customization Requires Care
The discussion points toward the idea that some funnel or form customization may be possible, but coaches should avoid accidentally breaking existing automations.

53:00 – Support Is the Safer Path
Coaches are encouraged to use support or integration help when making meaningful changes to funnels, forms, workflows, or automations.

54:00 – Final FBS Reminder
The call closes around the core point: FBS already includes many of the tools coaches need, and using them well can reduce cost and simplify operations.

Five Key Takeaways

• FBS can replace many outside tools coaches may already be paying for, including scheduling, email marketing, social scheduling, CRM, funnels, payment links, and e-signatures.
• The Coaching Links page is one of the most useful shortcuts because it gives coaches quick access to booking links, funnels, checkout pages, and prospect-facing resources.
• Contact records in FBS can store appointments, intake answers, tags, workflows, source information, compliance settings, and client access details.
• Smart lists and tags help coaches organize contacts so follow-up does not depend on memory or scattered notes.
• Coaches should not try to master everything at once. The best first move is to pick one outside tool and replace it with the matching FBS feature.

Notable Quotes

“FBS is not a freebie.”

“You’re leaving real money on the table because you already own a lot of those solutions.”

“Once you have your business running inside the Focused Business Suite, all you really need to focus on is getting clients and keeping clients.”

“Calendly, we don’t need Calendly anymore.”

“Mailchimp is now fully optional for you.”

“Don’t try to do everything. Don’t try to do it all at once.”

“Pick one tool that you’re currently paying for outside of FBS and let’s figure out how to get that leveraged in FBS.”

“When you end up cobbling a whole bunch of tools together, life can get pretty complicated pretty fast.”

Action Steps from the Call

1. List every outside tool you currently pay for to run your coaching business.
2. Identify which tools overlap with FBS features.
3. Pick one outside tool to replace first.
4. Make sure you have your Coaching Links page and bookmark it.
5. Save your Coaching Links page to your phone for quick access during conversations.
6. Test your booking calendar links.
7. Confirm your calendar is connected to Google or Microsoft 365.
8. Review your checkout/payment links before sending them to a prospect.
9. Send yourself through key funnels so you understand the prospect experience.
10. Add yourself to your own nurture campaign so you can monitor what contacts receive.
11. Review your contact records and confirm important fields are showing.
12. Use tags to organize contacts by opt-in, funnel, offer, stage, or access.
13. Create smart lists for key follow-up groups.
14. Review your email templates and campaign statistics.
15. Use support before making major changes to funnels, forms, or automations.
16. Schedule an integration call when invited.
17. Bring unresolved tech questions to the proper FBS support or Mastering Your Tech resources.

Resources & Tools Mentioned

• Workshop Wednesday
• FBS / Focused Business Suite
• Profit Acceleration Software
• CRM
• Contacts
• Calendars
• Booking Links
• Coaching Links Page
• Email Campaigns
• Nurture Campaigns
• Social Media Planner
• LinkedIn
• Facebook
• Instagram
• Payment Links
• Checkout Pages
• Group Coaching Checkout Page
• Funnels
• Landing Pages
• Free Training Funnel
• Profit Acceleration Simulator Funnel
• Marketing Evaluator
• Exit Intent Pop-Up
• Automations
• Workflows
• Tags
• Smart Lists
• Intake Forms
• Verified Email
• DND / Do Not Disturb
• SMS Compliance
• Email Templates
• Campaign Statistics
• AI Email Builder
• Contracts
• E-Signature
• DocuSign
• Calendly
• Mailchimp
• Buffer
• Hootsuite
• HubSpot
• Salesforce
• ClickFunnels
• Mastering Your Tech
• Open Office / Tech Support
• Bertone’s Training Videos