ASK THE EXPERTS CALL RECORDINGS

Explore our full archive of Ask the Experts calls—packed with strategies, insights, and practical tips to grow your coaching business. Use the search bar to quickly find calls by keyword or filter by main topic to zero in on what matters most to you.

Each call includes a quick summary so you can find the right session fast.

FBSLead Generation

Customize Your Nurture Emails

This Mastering Your Tech training shows coaches how to customize the built-in FBS nurture campaign emails. Courtney walks through where the email templates live, how they are organized by month and week, how to edit and test a message, and how to add contacts to the campaign using the “add to nurture” tag.

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FBSLead GenerationMarketing

Organize Contacts With Smart Lists

This Mastering Your Tech call shows coaches how to organize contacts using Smart Lists inside FBS. Coaches learn how to filter contacts by phone number, tag, industry, area code, and other criteria, then use those segments for targeted email, SMS, nurture campaigns, and follow-up.

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FBSLead GenerationMarketing

Track Your FBS Analytics

Want to know what is actually working inside FBS? This Mastering Your Tech call shows coaches how to use analytics to track funnel views, opt-ins, sales, QR code scans, traffic sources, device activity, forms, surveys, and more so they can make smarter decisions with their marketing and follow-up.

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FBSLead GenerationSales & Closing

Track Leads Inside FBS

Need a better way to track your leads and follow-ups? This Mastering Your Tech call shows coaches how to use FBS Opportunities, pre-built pipelines, and custom outreach pipelines to see exactly where every prospect stands and what action needs to happen next.

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FBSPAS

Use Tech to Move Clients Forward

Wondering what happens after the simulator? This call shows coaches how to convert a simulator report into a full PAS assessment, set priorities, build a client roadmap, and use strategy guides to create stronger, more industry-specific coaching conversations.

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CRMFBS

Automate & Personalize Email Campaigns in FBS

Call DatePrimary TopicsCall Description This hands-on training walks through the full process of sending marketing campaigns using the FBS platform. The call demonstrates how to select contacts, use custom values for personalization, segment lists with tags and smart...

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