Free Training Funnel: Automate Leads & Book Calls

Key Points:

1. Funnel Overview & Template Consistency (00:00–02:14) – All website templates include a free training funnel designed to move prospects toward booking a call.
2. What is a Funnel? (02:16–02:58) – Funnels guide prospects through incremental steps, each building commitment toward a close.
3. Free Training Page Walkthrough (03:26–05:37) – Prospects watch a value video, submit their info, and receive access to the simulator.
4. Simulator Demo & Data Capture (05:38–08:28) – Prospects enter their numbers, see profit impact, and can request a personalized roadmap.
5. PAS Integration & Report Access (09:55–13:19) – All submissions are logged in PAS, with detailed reports available for coach review and follow-up.
6. CRM & Nurture Campaigns (08:47–09:54) – Leads are added to the CRM and receive automated educational emails and texts.
7. Booking Strategy Calls (14:09–24:57) – After completing the simulator, prospects are prompted to book a call, streamlining the conversion process.
8. Live Event & Workshop Use (15:36–17:40) – Best practices for using QR codes and links during live events to capture leads and drive engagement.
9. Browser Compatibility & Troubleshooting (19:26–20:54) – Chrome is recommended for best simulator performance; support available for other browsers.
10. Lead Management & Form Submissions (24:58–26:43) – How to track and manage all form submissions within the CRM and PAS.

Key Takeaways:

• Direct all prospects to the free training funnel to automate lead capture and nurture.
• Use the simulator as an instant value tool to engage and qualify leads.
• Leverage automated email/text campaigns to warm up prospects before your call.
• Always prompt for a strategy call booking immediately after the simulator experience.
• Monitor all submissions in PAS and CRM for timely follow-up and conversion.

Notable Quotes:

• “The funnel is just guiding them towards the next step.”
• “You want to ensure they’re in your CRM so you can market to them.”
• “The more hands you shake, the more money you make.”

Action Steps from the Call:

1. Update your website and workshop materials to direct all prospects to the free training funnel page.
2. Ensure your CRM and PAS are integrated for seamless lead capture and follow-up.
3. Use the simulator demo in both live and online settings to engage prospects and collect actionable data.
4. Set up and monitor your nurture campaigns to keep leads warm until they book a call.
5. Regularly review PAS and CRM submissions to prioritize outreach and maximize conversions.

Resources & Tools Mentioned:

• Free Training Funnel: Built-in website feature for automated lead capture and qualification.
• Simulator: Interactive tool for demonstrating profit impact and generating personalized reports.
• Profit Acceleration Software (PAS): Central hub for managing assessments and reports.
• CRM (FBS): For managing contacts, nurture campaigns, and tracking engagement.
• Automated Email/Text Campaigns: For ongoing lead nurturing and education.

Call Date: June 26, 2025