Open
Conversation
Where Are You 1 Year from Now
Time for Client Attraction
Multiple Programs
Excited About Thrive
Program
Recommendations
Questions &
Concerns
Invitation
Enrollment
Process
After Call
Checklist
Special
Circumstances
ENROLLMENT CALL (WITH APPLICATION)
(Saturday afternoon- Tuesday evening)
PREP FOR CALL
Intention:
1. Get excited about their vision.
2. See them as the hero.
2. Take a strong stand for them to reach it.
Step 1: Is your person duplicated and added to Enrollment Board?
1. Go to Monday.com to find the Enrollment Board for this Summit
The automations should have added the person to the Enrollment board. If you search and don't see their name, follow these steps:
a. On Summit Attendees board, search for the name.
b. Duplicate the Attendee’s name (It will have (copy) next to the name)
c. Move the ORIGINAL Attendee Entry to the Summit Enrollments Board
d. Add all future notes to the Enrollment Board vs the Attendee Board
Step 2: Check Notes and Paid to Date in Monday.com
1. Read notes from other Summit Coaches
2. Check the “Paid to Date” column in the Attendee Board (If they’ve already purchased another Thrive Program (apply credit to Program Price)
Step 3: Did they put down a $497 deposit?
OPENING THE CONVERSATION
1 | Warm Welcome 😍
Open Their Application
Applications in Monday
Applications in GDrive
Warm Welcome
Hi __________! It's really great to see you! I really like your _______ (energy, zoom background, post in FB Group). Is this still a good time to talk?
Awesome! So, we are recording this call however… if at any time you want me to turn off the recording, let me know and I would be happy to do so... sound good?
2a | You've Had a Strategy Call with Them
Awesome! I'm especially excited to talk with you because I'm still really inspired by your vision ________(describe their vision).
And, on this call, I would love to dive into your application with you so I can learn more about what where you're at now, where you want to be, and how important that is to you...
And then, I'd love to explore whether Mastery or Platinum would be a great next step to help you reach your goals.
Your Thrive Story
I shared on the strategy call, that before I came to the Summit, I was experiencing ______(low point) , and have been able to ______(success) since the Summit).
But, what I didn't share with you is that it was a big deal for me to sign up. because __________(concern).
But, I'm so glad I did because ______(reason).
2b | You Haven’t Had a Strategy Call
On this call, I would love to dive into your application with you so I can learn more about what where you're at now, where you want to be, and how important that is to you...
And then, I'd love to explore whether Mastery or Platinum would be a great next step to help you reach your goals.
How does this sound?
Awesome! Before we start, can I briefly share my story with you, so you know a bit about me and why I'm so passionate about this work?
Thrive Story
I joined Thrive about ____ years ago, when I was struggling with getting clients. The most challenging part of that time was ____________.
I was _______(nervous) about joining Thrive because of ___________. But I decided to join _________(Platinum/Platinum-Plus) because ____________(reason).
And, since I’ve joined, I was able to ___________.
And, I’ve seen lots of other Thrivers rocking their businesses as well! Which is why I’m ______(excited/ inspired) to support you at the Summit this weekend!
2c | Their main intention is to get Coaching or Support
I would be happy to support you as much as I can during this call (around the topic they want support with).
And this is a topic that we go into depth about in _____________(Client Attraction Mastery/Platinum). so I'm happy to talk with you about that as well.
Before we dive into talking about _________(what they want support on), I would love to learn more about you and your goals for your business.....
But before we even do that, I would love to start by sharing a little bit about why I'm so passionate about this work...
Can I share my story?
Then, go through the format below and if they STILL want support, you can support them after the "how important is this to you?" section.
Q1-Q7 | WHERE NOW & 1 YEAR FROM NOW
3 | "Good Fit" Review
I have your application in front of me and I'd love to dive into it... sound good?
Bundle Application Q’s 1-3 (Where They are Now)
Q1 | It sounds like ________(describe their business)
Q2 | And your biggest challenge is ______.
Q3 | And the cost of staying in this place is __________.
And if you were in the same place in 5 years, you’d feel ______.
I want to acknowledge you for ______ (your courage, honesty, dedication).
Anything else you’d like to share about where you are now?
💎Listen and acknowledge
Bundle Q’s 4-6 (The Future They Want)
Q4 | I’m really inspired by your vision to ___________, ____________, and ______________!!!
Q5 | And, I am inspired by you making $______ / month
Q6 | And, when you reach this goal, I can see you enjoying __________.
I think you're amazing and I know that you can reach ___________(what they said they wanted). I say this because I was able to get ___________(big success). And I’ve seen so many Thrive Members go from just scraping by to enjoying $10K+ months.
💎Listen and acknowledge
Q7 | DEDICATION LEVEL
4 | Dedication Level 1-10?
Q7 | I see that you are dedicated to making this vision come true within 8-12 months at a Level ___ out of 10.
Can you share more about why you chose that number?
💎Listen and acknowledge
4a | Dedication Level 1-8
💙 Acknowledge & Get Curious to Uncover true commitment
Potential Questions
💙If I could wave a magic wand and remove your _______(fear, health issues, time constraints, etc.) would that change this number?
💙 Acknowledgement... and I'm curious, what inspired you to book this call?
💙 What IS most important to you?
💙 I think you're amazing & I believe you can reach ____(goals). If you knew you couldn't fail, how important would this be to you?
💙I'm so curious... you booked this call... you're still with us on Day __(3) of the Summit... is it possible you're more committed than you realize?
🌱When their dedication increases to a 9-10
Go to the right column
4b | Dedication Level 9-10
Awesome! I can see your strong dedication and I believe that your commitment will support you to attract committed clients!
🌱 Go to 5a or 5b
Q8 HAVE 10 HOURS FOR CLIENT ATTRACTION?
5a | LESS than 10 hrs Available for Client Attraction
💙You shared that you can dedicate ____(hours) to bringing in new clients. I appreciate your honesty with that. What are the biggest items that take most of your time?
💙 If you had unlimited time to get ____ (goal)... would you want to?
💙You can build momentum in just 10 hours per week. That's 1-2 hours per day. Is this important enough to you to find 10 hours per week to dedicate to _________(goal).
💙 For you to say ‘"yes" to ______(goal) what would you have to say "no" to?
💙 What would your life be like if you chose_______ (goal) instead of _________ (what they’d say no to)?
💙 If you don’t spend the time on _________(goal) now, how will this impact you one year from now?”
If they still can't find 10 hours / wk
💙I believe in you, and I want to make sure I set you up for success... How do you see yourself reaching ____(goal) with ____(hours per week)?
If they FIND 10+ hrs / wk
🌱Go to right column (5b)
Already Have business success & momentum (but less than 10 hrs)
🌱Go to 5b (Minimum)
If they're happy to go slow
🌱Go to 6a
5b | 10+ Hrs Available for Client Attraction
Minimum | 10-15 Hours (or strong success & momentum)
Awesome! It sounds like you can dedicate ____hours per week to bringing in high-paying clients.
This is the minimum we like to see for you to progress towards your goal to make $_____/ month.
If you join us, I recommend you work with your Success Coach to prioritize your client attraction effort so you're not wasting time and instead, leveraging your time in Thrive.
Sweet Spot | 16+ Hours
Awesome! It sounds like you can dedicate ____hours per week to bringing in high-paying clients. This is going to help you progress quickly towards your goal to make $_____/ month
🌱Skip to 7a or 7b
6a } They Want Thrive (but don't have 10 hrs) 🤩
💎Listen and acknowledge
It sounds like it's really important to get _______(goal) and you have ____ hours per week you can dedicate to this. I am rooting for you and I only want you to join Thrive if it will really help you.
I'm going to run your situation by our leadership team to see if we can accept you into Thrive Academy. Is there anything else you would like us to know?
6b | They're Lukewarm (& Don't have 10 hours)😐
It sounds like _____(this isn't that important to you)... and you won't be able to find 10 hours per week to learn from Thrive and bring in new clients.
I'm going to recommend that you don't join Thrive Academy, because I genuinely don't want you to join us unless I really think this will help you.
If they don't lean in
I am rooting for you and if anything changes for you, I will totally go to bat for you to try to advocate for you to join Thrive Academy.
If they suddenly lean in (and find the time)
Awesome! It sounds like this is actually really important to you and you want to find a way to make this work.
🌱Go to 7a
If they suddenly lean in but can't find the time
🌱Go to 5a to explore how they can find the time.
🌱Go to 6a to run their situation by Leadership Team
Q9 IN MULTIPLE PROGRAMS?
7a | In Multiple Programs
Q9 | I see that you’re in multiple programs, and… I also see that it’s really important to you to get _______(goal) this year.
I'm curious... what specifically had you apply for Thrive?
They're excited to join Thrive
🌱Go to Q10 below
Concerned about too many programs (8+)
I really heard you when you said that you REALLY want to reach _____(goals) and my main intent is to make sure you have the support to get you there.
What is the main result you want to get from each program?
How much time are you putting into each program, and when does each program end?
It sounds like the program(s) you're in can help you get ________(result). And, we can help you get ______(different result).
I can see this all working well together. What are you seeing is possible here?
If they're leaning in, go to 8a or 8b below.
7b | NOT in Multiple Programs
Q9 It sounds like you're not in multiple programs and you can fully focus on our curriculum.
Go to 8a or 8b below.
Q10 & Q11 EXCITEMENT & RESULTS
8a | Excited About Thrive
Q10 | It sounds like you're excited about
Read Their List of Thrive Features they're excited about
That's awesome! Everything you shared I'm on board with wholeheartedly. Thrive is really THAT good!
Q11 | And, you shared that if you got ________(result) it would make joining Thrive more than worthwhile for you.. Anything else you'd like to add?
Awesome! That is exactly what we can help you do… in fact, I have had many friends who went through Thrive with me do exactly that.
8b | Not that Excited about Thrive
Q10 | It sounds like you're excited about
Read Their List of Thrive Features they're excited about
Is there anything else you could see yourself getting from Thrive that would benefit you?
Here are just some of the things that I have found to be very valuable in Thrive:
Share anything from the list below that resonates
Mentorship from two legends in the Coaching Industry
Mon-Fri value-packed Thrive Events
Powerful Templates (to show you exactly what to say to get clients)
Fun Team Challenges to Build Momentum
An amazing community that is rooting for you.
Monthly private coaching (to gently hold you accountable)
The Optimizers (“coach on demand” to troubleshoot challenges)
Done-For-You Funnels and/or 4-Page Website
Any of these resonate with you?
Q11 | And, you shared that if you got ________(result) it would make joining Thrive more than worthwhile for you. Anything else you'd like to add?
Awesome! That is exactly what Client Attraction Mastery can help you do… in fact, I have had many friends who went through Thrive with me do exactly that.
PROGRAM RECOMMENDATION
Mastery Vision (1-1 Clients ONLY)
Based on your vision of ________, I think Client Attraction Mastery would be the perfect fit for you because you said you wanted _______… and this is exactly what Client Attraction Mastery can help you do.
I think you'd be a great fit for this community, so I'd like to officially invite you into Client Attraction Mastery.
How is this all resonating with you?
💎 Reflect and Acknowledge
Platinum Vision (speaking / leading groups)
Based on your vision of ________ I think that Platinum or even Platinum Plus would be the best fit for you because you said you wanted _______… and this is exactly what you can get if you join us.
I think you'd be a great fit for this community, so I'd like to officially invite you into Platinum.
How is this all resonating with you?
💎 Reflect and Acknowledge
Interested in Mastery
What do you know about Mastery so far?
💎Reflect and Acknowledge
Would you like me to share my screen and walk you briefly through the Mastery Program?
How does this sound and what do you now see is possible if you were to do this?
🎯Answer questions :
Every question has an underlying desire. If you can't find the underlying desire, ask (in a graceful way).
Answer in a way that addresses their underlying desire & includes their goals.
Interested in Platinum
What do you know about Platinum so far?
💎Reflect and Acknowledge
Would you like me to share my screen and walk you briefly through Platinum?
How does this sound and what do you now see is possible if you were to do this?
🎯Answering Questions
Every question has an underlying desire. If you can't find the underlying desire, ask (in a graceful way).
Answer in a way that addresses their underlying desire & includes their goals.
Interested in Platinum Plus
I love that! And, that is exactly what Platinum Plus can help you do… in fact, I have many Thriver friends who have done that.
Platinum Plus includes EVERYTHING in Platinum, with a LOT more support.
It’s for people who have a big vision, because a big vision needs big support. And, it’s by far the best deal we offer.
Before we talk about Platinum Plus, can I ask what you know about Platinum?
💎Reflect and Acknowledge
Can I share my screen so I can show you our Platinum Plus program?
🎯Read Platinum Plus webpage..
How does this sound and what do you see is possible if you were to do this?
Would you like to compare what you get with Mastery, Platinum & Platinum Plus?
Make font size bigger by hitting Control + (or Command +)
🎯Answer questions
Every question has an underlying desire. If you can't find the underlying desire, ask (in a graceful way).
Answer in a way that addresses their underlying desire & includes their goals.
QUESTIONS & CONCERNS
Questions
INVITATION
Invitation (They're leaning in and you have 10+ min)
Book a Check In Call (5 min left)
So, I have another call to jump on in about 5 minutes.
Book a Check In Call
So, I recommend that we book another call to check in to continue this conversation so that you can ____________(relax knowing that you are supported in whichever way you decide to move.)
Ilf you'd like to reconnect, I have _____(time/day) or _____(time/day) open for a quick check in call to support you. How does that sound to you? Awesome!
If they're leaning in
In the meantime, I would hate for you to miss out on all of the bonuses, including the Grand Prize, which you secure once you put down your deposit by Sunday at 7pm Pacific!!!! Would you like to put down a $497 deposit, knowing it's refundable if you decide not to enroll?
If it's before 1pm Pacific on Sunday
This also means that you'll get to join Sharla’s Welcome and Celebration Circle (Sunday (about 1pm pacific)... And meet all the rest of the new Thrive Members.
If they say Yes to the $497 Deposit
Awesome! I will have to jump on another call in ____ (min) but I’m happy to get you started. I can drop the link into the chat. www.ThriveAcademyPrograms.com and walk you through the first part.
🎯Walk them through paying the deposit.
Wrapping up:
Great! I've got to get on my next call... but I would ask you to envision, since you have a Big Vision, the Big Support you'll need to reach your vision.
I'm looking forward to talking with you on _______(date) at ________________(time).
🎯Use the Check In After Enrollment Call Template
Full Pay Invite
Mastery Full Pay
Mastery Full Pay Tuition is $7,997, which saves you $1,761 compared to the payment plan.
If you do the Full Pay Option, you’ll also get 3 Extra Specialty Coaching Sessions...
PLUS the entire Grand Prize.
So you get 8 Success Coaching Sessions
PLUS 6 Specialty Coaching Sessions
For a total of 14 Private coaching sessions.
Some of our members have paid with multiple credit cards... and then paid off their credit cards within a few months of starting the program.
I'd love to see you join Mastery and get ________(result they want).
How is this resonating with you?
Would you like to move forward with this?
Platinum Full Pay
Platinum Full Pay is $14,997 which means you save about $3,000 compared to the payment plan.
If you do the Full Pay Option, you’ll also get 3 Extra Specialty Coaching Sessions...
PLUS the entire Grand Prize.
You get 12 Success Coaching Sessions
PLUS 6 Specialty Coaching Sessions
For a total of 18 Private coaching sessions!
Some of our members have paid with multiple credit cards... and then paid off their credit cards within a few months of starting the program.
I would love to see you join Platinum and get ________(result they want).
How is this resonating with you?
Would you like to move forward with this?
Platinum Plus Full Pay
Platinum Plus Full Pay is $19,997
which means you save about $4,000.
If you do the Full Pay Option, you’ll also get 3 Extra Specialty Coaching Sessions...
PLUS the entire Grand Prize.
You get 18 Success Coaching Sessions PLUS 6 Specialty Coaching Sessions
For a total of 24 Private sessions!
Some of our members have paid with multiple credit cards... and then paid off their credit cards within a few months of starting the program.
I would love to see you join Platinum Plus and get ________(result they want).
How is this resonating with you?
Would you like to move forward with this?
Payment Plan Invite
Mastery Payment Plan
The Client Attraction Mastery Payment Plan is $697 down + 13 monthly payments of $697.
Which means that 1-2 new clients could pay for your monthly tuition.
And everything else that you make is gravy!
And, I'd love to set a goal that you bring in enough money to pay off your tuition within the first 3-6 months.
I would love to see you enroll in Mastery and get ________(result they want).
How is this resonating with you?
Would you like to move forward with this?
Yes!
Awesome!!! Let’s do this!
Go to Enrollment Process below.
Concerns
Dance with Concerns
AFTER DANCING WITH CONCERNS
Can’t do $697
In special cases, we can offer you a $497 / month payment plan for 20 months. Is that something you'd like to explore?
OUT OF RESOURCES
It sounds like you REALLY want this! Would you like to hear about a lower monthly payment for Mastery?
We have a third party financing company that we work with who can potentially offer a longer payment plan.
Would you like to explore this option?
Walk through financing option
Platinum Payment Plan
The Platinum Payment Plan is $997 down + 17 monthly payments of $997
Which means that 1-3 new clients could pay for your monthly tuition. And everything else that you make is gravy!
And, I'd love to set a goal that you bring in enough money to pay off your tuition within the first 3-6 months.
I would love to see you enroll in Platinum and get ________(result they want).
How is this resonating with you?
Would you like to move forward with this?
Yes!
Awesome!!! Let’s do this!
Go to Enrollment Process below.
Concerns
Dance with Concerns
AFTER DANCING WITH CONCERNS
Can’t do $997
Would you like to explore Client Attraction Mastery?
OUT OF RESOURCES
It sounds like you REALLY want this!
Would you like to hear about a lower monthly payment for Platinum?
We have a third party financing company that we work with who can potentially offer a longer payment plan. Would you like to explore this option?
Walk through financing option
Platinum Plus Payment Plan
The Platinum Plus Payment Plan is $997 down + 23 monthly payments of $997.
Which means that 1-3 new clients could pay for your monthly tuition. And everything else that you make is gravy!
And, I'd love to set a goal that you bring in enough money to pay off your tuition within the first 3-6 months.
I would love to see you enroll in Platinum and get ________(result they want).
How is this resonating with you?
Would you like to move forward with this?
Yes!
Awesome!!! Let’s do this!
Go to Enrollment Process below.
Concerns
Dance with Concerns
AFTER DANCING WITH CONCERNS
Can’t do $997
Would you like to explore Platinum or Client Attraction Mastery?
OUT OF RESOURCES
It sounds like you REALLY want this!
Would you like to hear about a lower monthly payment for Platinum Plus?
We have a third party financing company that we work with who can potentially offer a longer payment plan. Would you like to explore this option?
Walk Through Financing Options
ENROLLMENT PROCESS
Step 1 of 3: Complete $497 Deposit (Click Here to verify that they paid $497 deposit.)
Paid $497 Deposit
Go to Step 2 Of Enrollment Process
All right! I’m going to share with you the link for us to complete your enrollment in the Zoom Chat. This should only take about 5-10 minutes or so.
Mastery Enrollment Form
Did Not Pay $497 Deposit
Will you share your screen so I can help walk you through it?
We're going to start by putting down the $497 deposit.
You're going to go to GiftfromThrive.com/upgrade. I'll drop this link into the zoom chat now.
🎯Pause recording while they’re CC# is on the screen.
Select their program
Click “Yes, Secure my Deposit,”
Once they’ve Paid the $497 Deposit go to Step 2 below.
Special Circumstances
Go to Pandadoc
1. Full Pay: Split payment between 2 Credit cards
2. Full Pay: Need to move money by Friday
3. Partner Share
4. Paid for Thrive Code Course and is asking for credit,
Follow manual Pandadoc Enrollment instructions
OR ask Enrollment Manager for support
Step 2 of 3 Complete Enrollment Form (after $497 Deposit is complete)
I’m happy to stay with you while you fill out the form so I can answer any questions if you get stuck.
If you'd like, you can share your screen so I can walk you through the enrollment form.
Great! Let's start by adding your contact info.
Select the _________ (full pay or payment plan) and enter your credit card info. I’ll pause the recording while you complete this step.
🎯PAUSE RECORDING
🎯If they have any special requests, add them in Notes in Monday.com and send to Dyanne in Slack.
Go ahead and click, “Yes, I want in.”
Step 3 of 3: Complete the Agreement
ACKNOWLEDGE 3 MIN DELAY
Now we just need to complete Step 3 of 3 and you’ll get instant access.
You're about to get an email with a simple 1-page program agreement...
But it often takes about 3 minutes to arrive.
So, in the meantime, can I go over a couple of quick logistics with you?
2 WELCOME EMAILS
Awesome! So, as soon as you sign your program agreements, I want you to look for 2 emails:
1. From Thrive Academy with your program log in info!
2. An email from your coach that will help you book your first session!
Those emails usually take about 5-10 minutes to arrive...
But, I would recommend keeping your eye out for them so you can get in with your Success Coach as soon as possible.
ONBOARDING CALL (OR RECORDING)
Option A | If it's before Monday at 10am pacific
We have an Onboarding Call on Monday from 10am-11:30am pacific!
It's ideal if you can be there for it, so you can get off to a running start!
Will you be able to join us?
OR
Option B | If they can't make the Onboarding Call (or it's after Monday)
I'll show you where to go to get the recording of the Onboarding Call.
Go to Events Calendar (open the Monday after Summit
Can watch this recording ____(today/tomorrow) to get off to a great start?
CHECK INBOX FOR PROGRAM AGREEMENTS
All right! I'm rooting for you to reach ______(result)! And, I imagine that the Program Agreement email has hit your inbox.
Go to your email inbox and look for an email from Thrive Academy. It should come from [email protected].
This email contains a simple 1-page agreement for the program.
Try refreshing your email... and you can check junk or spam just in case...
🎯Wait for them to open the email and click the pandadoc link.
Let's review each program agreement and initial each spot on this page.
I’ll stay here in case you have any questions.
Once you initial every box and sign this document, you'll be granted access to Thrive Academy!
Next, enter your name and sign.
🎯(Pandadoc will prompt them to the fields that they need to fill out and sign.)
Before you click send, let’s make sure you have everything filled out.
🎯Have them scroll slowly so you can see that each required field has been completed. Ask them to complete any missing fields.
🎯(After filling out everything) “Alright, you just click “Finish” in the upper right-hand corner of the screen.”
Congratulate and Welcome!!
Once the document has been signed and submitted
Congratulations! I can’t wait to watch you thrive over this next year!!
🎯Screenshot [ Only if they seem relaxed and excited]
You’re SO amazing! Would you like to take a screenshot of you celebrating your acceptance into Thrive Academy? Awesome!
🎯If yes, Take Screenshot!
Great photo! Would you like me to share it with our Summit FB Group?
Awesome! You’re going to rock this! I can’t wait to see you in the Thrive Community! Is there anything else before we hop off the line?”
🎯After the call is over, post the photo
Post caption: Let’s Congratulate FIRSTNAME LASTNAME for joining PROGRAM! EMOJIS
Member in the Summit Facebook Group
After Enrollment Call Checklist
They said YES!
☐ Post Photo
☐ Celebrate the enrollment in the Slack Enrollment Channel.
☐ Update them as YES in Monday.com Enrollment Board with notes.
☐ Tag Quinz in Monday.com for special Requests.
☐ Slack in the Enrollment Channel any Special Requests.
They are a Follow Up or No
☐ Update them as No or Follow Up Monday.com Enrollment Board
☐ Copy/paste these 6 below and Add Notes as an update with:
1. Current Situation
2. Vision: 1 Year From Now
3. Lean In (1-10):
4. Program Interested in
5. Concerns:
6. What would they need to get to make it worth it?
SPECIAL CIRCUMSTANCES
Full Pay: Split payment between 2 Credit cards
Go to PandaDoc Enrollment (if you feel comfortable) OR Ask Enrollment Manager for support (they can join your zoom call or get info on slack)
Full Pay: Need to move money by Friday
1. Full Pay: Need to move money by Friday
2. In Enrollments channel, tag Quinz, Dyanne, Faye and Sharla in a message saying that they will do Full Pay by Friday.
3. Add Full Pay by _____(day) to Monday Notes.
Use the Online Enrollment Process here
Partner Share OR Taken Code Course
Go to PandaDoc Enrollment (if you feel comfortable) OR Ask Enrollment Manager for support (they can join your zoom call or get info on slack)
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