FBS Business Suite: Get Clients, Keep Clients

Call Date

Jan 9, 2025

Primary Topics

CRM, PAS

Back To All Calls

Call Description

In this kickoff session for 2025, coaches received a comprehensive tour of the Focus.com Business Suite, emphasizing the “get clients, keep clients” mantra. The call covered how to navigate the dashboard, manage conversations and contacts, trigger nurture campaigns, use pipelines for sales tracking, and handle payments and product setup. Lisa explained the certification process, onboarding portal, and how to bulk tag contacts. The session also addressed SMS/phone integration, troubleshooting email delivery, and upcoming features like JV modules and document management.

Why this call matters

  • Shows how to use FBS as a daily command center for client acquisition and retention.

  • Clarifies how to manage conversations, contacts, and nurture campaigns for maximum engagement.

  • Explains pipelines, payments, and product setup for tracking and monetizing your business.

  • Details the certification and onboarding process for new and legacy coaches.

  • Provides troubleshooting tips for email, SMS, and phone integration.

Key Points:

  1. FBS Navigation & Key Sections (04:01) – Overview of dashboard, conversations, contacts, opportunities, and payments.
  2. Conversations: The Daily Hub (11:36) – Using conversations for personal outreach, tracking, and follow-up; sending emails, SMS, and making calls.
  3. Contact Management & Bulk Tagging (20:01, 45:08) – How to view, update, and bulk tag contacts for nurture campaigns.
  4. Nurture Campaigns & Automations (28:30, 38:07) – How nurture, educational, and SMS campaigns work, and how to trigger them with tags.
  5. Pipeline Management (42:22) – Using pipelines to track leads, opportunities, and event attendance.
  6. Payments & Product Setup (46:29) – How to handle payments, checkout pages, and payment integrations (Stripe, ACH, PayPal, etc.).
  7. Certification & Onboarding Portal (8:06, 56:00) – How to track certification progress, onboarding phases, and advisor checkpoints.
  8. Troubleshooting & Support (25:25, 33:36, 35:20) – How to resolve email/SMS delivery issues, check analytics, and use advanced support.
  9. Upcoming Features & Best Practices (24:28, 41:38) – Sneak peek at JV modules, document management, and reminders to focus on “get clients, keep clients.”

Key Takeaways:

  • Live in conversations and contacts to maximize client engagement and follow-up.
  • Use nurture campaigns and bulk tagging to automate and personalize outreach.
  • Track leads and sales with pipelines and opportunities for clear sales visibility.
  • Set up payments and products correctly—let the system handle the rest.
  • Monitor onboarding and certification progress in the PAS portal.

Notable Quotes:

  • “Your next best click to get a client or keep a client is right here in Conversations.”
  • “If you want to add someone to nurture, just add the tag—add to nurture—and it will trigger the campaign.”
  • “Get clients, keep clients. Write it down. Put it in the chat. Make sure it is in your brain.”

Action Steps from the Call

  1. Focus daily activity in Conversations and Contacts to drive personal outreach (11:36, 20:01).
  2. Use “add to nurture” tag to trigger nurture campaigns for new or imported contacts (29:06, 45:08).
  3. Track lead progress and follow-up using pipelines and opportunities (42:22).
  4. Check payment integrations and product setup; use support for changes (46:29).
  5. Monitor onboarding/certification progress in the PAS portal and download the checklist (56:00).

Resources & Tools Mentioned:

  • FBS (Focused.com Business Suite): CRM, automation, and client management platform.
  • PAS (Profit Acceleration Software): For onboarding, certification, and training tracking.
  • Advanced Support & Email: For troubleshooting and custom requests.
  • Bulk Tagging: For adding contacts to nurture campaigns.
  • Onboarding Portal & Checklist: For tracking certification progress.

Call Date: January 9, 2025

  1.  
Back To All Calls

Upcoming Call Schedule

Stay up to date on all upcoming Ask the Expert sessions and coaching calls. Plan ahead and never miss valuable live training.

Get Schedule

You may also like...