Use Tech to Move Clients Forward

Key Points:

0:00 – Moving From Simulator to JS12 Assessment
The call begins inside the simulation workflow, showing how coaches move from warming up a prospect to running the simulator and then converting the report into a JS12 assessment.

0:40 – Converting the Simulator Report
The coach is shown how to click the conversion button, confirm the prospect’s name and business type, save the information, and create the assessment.

1:20 – Opening the New Assessment
Once the assessment is created, coaches learn how to open it and begin the deeper client conversation.

1:45 – Purpose of the Assessment
The assessment is positioned as the next step after the simulator, where coaches guide the client through a deeper business discovery process.

2:10 – Introductory Questionnaire
The call walks through the opening questions, including why the client started the business and when they started it.

3:00 – Financials Section
The financial data from the simulator carries into the assessment, including revenue, gross profit, net profit, and industry averages.

4:00 – Valuation and Additional Business Questions
The tool includes additional questions designed to improve the coach’s understanding of the business and validate the numbers.

5:00 – Jumping Into Market Dominating Position
Because the sample client selected Market Dominating Position, the walkthrough moves into the MDP questionnaire.

6:00 – Asking Better Questions
The MDP section includes prompts and notes that help coaches ask stronger probing questions during the assessment.

7:00 – Setting Priorities
The priorities section shows where the coach decides which strategies to implement first with the client.

8:00 – Adding an Initial Planning Meeting
The walkthrough demonstrates adding an initial planning meeting and assigning expected revenue impact, profit impact, and implementation time.

9:00 – Estimating Implementation Time
The call explains that implementation timing can be estimated using the tool, advisor input, and the number of questions or steps involved in the strategy.

10:30 – Adding Multiple Priorities
The example adds Cut Costs alongside MDP to show how multiple strategy priorities can be arranged.

11:30 – Dragging and Organizing Priorities
Coaches learn how to drag strategies into the preferred order and save the implementation sequence.

12:30 – Implementation Calendar View
The implementation section shows the roadmap visually, including what happens in week one, week two, and future weeks.

13:30 – Viewing Strategy Details
Each implementation card can be opened to see the specific tasks and steps involved in that strategy.

14:30 – Generating the Report
The report summarizes the selected strategies, expected revenue impact, profit impact, and implementation plan.

15:30 – Cost of Inaction
The report includes a cost-of-inaction element, helping create urgency by showing what the client could miss by not moving forward.

16:30 – Roadmap Overview
The roadmap gives the client a clear view of what will happen, what will be worked on, and what the expected financial impact may be.

17:30 – Stage One to Stage Three Recap
The workflow is summarized: add the prospect to FBS, warm them up, run the simulator, convert to an assessment, set priorities, build the implementation plan, and review the report.

18:30 – Strategy Guide Question
A coach asks how to use the strategy guide documents for industries like accountants, authors, dentists, and others.

19:00 – Purpose of Strategy Guides
The strategy guides are explained as tools to help coaches speak directly to a specific industry and show they understand that business owner’s world.

20:00 – Dental Strategy Guide Example
The dental strategy guide is opened to show how it speaks to dental practice challenges using industry-specific language.

21:00 – Industry-Specific Positioning
The guide helps move the conversation from general business coaching to targeted, industry-specific insight.

22:00 – Using Strategy Guides as Lead Magnets
The call explains that strategy guides can be used in marketing, ads, or outreach as a freebie to generate interest and start conversations.

23:00 – Using the Guide During a Call
Coaches can bring the guide up on screen to walk through ideas with the prospect and demonstrate familiarity with their industry.

24:00 – Strategy Guides and JS12 Concepts
The guides reframe Jumpstart 12 strategies through the lens of a specific industry, helping business owners see how the concepts apply to them.

25:00 – Customization Tutorials and Templates
The walkthrough shows where coaches can find customization tutorials, covers, and templates to make the guides fit their branding or campaign.

26:00 – Additional Industry Guides Coming
The call notes that more industry strategy guides are being added and that coaches can request additional industries.

27:00 – Strategy Guides, Agreements, and Reports Work Together
The tools are explained as pieces that compound together: simulator, assessment, strategy guides, reports, roadmap, ROI, and agreements.

28:00 – Role Play With Advisors
Coaches are reminded they can work with their advisor to role play how to move through client questions, pitch the assessment, and improve delivery.

29:00 – Weekly Calls and Recordings
The call shows where coaches can find the weekly call schedule, calendar, call recordings, and Leader Circle sessions.

30:00 – Where to Get Support
The call closes by reminding coaches that support is available through support@focused.com for software questions, assistance, or help from the team.

Five Key Takeaways

• The simulator is not the finish line. It is the bridge into a deeper PAS assessment and client conversation.
• Coaches can convert a simulator report into an assessment, then use the assessment to guide discovery, strategy selection, and implementation planning.
• The priorities section helps coaches choose where to start, estimate impact, and create a clear roadmap for the client.
• Strategy guides help coaches speak the language of a specific industry and can be used as both marketing tools and sales conversation assets.
• Coaches do not have to figure everything out alone. Advisors, role play sessions, weekly calls, recordings, and support are available to help.

Notable Quotes

“Stage one, we can add them into our FBS.”

“Stage two, we go through the simulator with them.”

“Stage three, we have the report and now we can convert over to a JS12.”

“This portion of it is where you get a deep dive with that client.”

“The priorities section is pretty much: where are we going to start?”

“It tells them the cost of continuing inaction.”

“The strategy guides are pretty recent.”

“This entire document is giving them ideas as well as the how.”

“It puts you as somebody who is actually thinking about their specific concerns.”

“All of these things, they compound together.”

Action Steps from the Call

1. Open a completed simulator report for a prospect.
2. Convert the simulator report into a JS12 assessment.
3. Confirm the prospect’s name and business type before saving the assessment.
4. Open the assessment and begin with the introductory questionnaire.
5. Review the financials section to confirm revenue, gross profit, net profit, and industry averages.
6. Work through the selected strategy questionnaire, such as Market Dominating Position.
7. Use the priorities section to choose which strategies to implement first.
8. Estimate the implementation time for each selected strategy.
9. Use advisor input to confirm realistic timing and sequencing.
10. Move into the implementation section to view the weekly roadmap.
11. Generate and review the report with the client.
12. Use the report and roadmap to show revenue impact, profit impact, and cost of inaction.
13. Use industry strategy guides as lead magnets, sales tools, or conversation support.
14. Bring strategy guides up on screen when helpful to show industry-specific understanding.
15. Work with your advisor to role play client questions and assessment delivery.
16. Use weekly call recordings and support when you need help navigating the system.

Resources & Tools Mentioned

• Mastering Your Tech
• FBS
• Profit Acceleration Simulator
• JS12 Assessment
• PAS / Profit Acceleration Software
• Introductory Questionnaire
• Financials Section
• Market Dominating Position
• Cut Costs
• Priorities Section
• Implementation Roadmap
• Reports
• ROI
• Agreements
• Strategy Guides
• Dental Strategy Guide
• Industry Strategy Guides
• Cover Templates
• Customization Tutorials
• Advisor Role Play Sessions
• Weekly Calls
• Ask the Expert
• Workshop Wednesday
• Get Your First Client
• Advanced Strategy
• Leader Circle
• Call Recordings
• support@focused.com