Open
Conversation
How
Important
Program
Recommendations
Questions &
Concerns
Invitation
Enrollment
Process
After Call
Checklist
Special
Circumstances
ENROLLMENT CALL TEMPLATE
(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
😍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?
You've Had a Strategy Call with Them
On this call, I would love to go a bit deeper into where your business is now and where you want to be in 1 year.
Then, I would be happy to explore Mastery or Platinum with you and support you to move forward in the best way possible.
How does this sound?
You Haven’t Had a Strategy Call
On this call, I would love to learn a little bit about where you’re at in your business now and where you want to be in 1 year.
Then, I’ would be happy to explore Mastery or Platinum with you and support you to move forward in the best way possible.
How does this sound?
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.
YOUR 90 SECOND THRIVE STORY
Your 90 Sec Thrive Story
Before we jump in, can I share my story with you?
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 of ____________.
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!
WHERE ARE YOU NOW AND 1 YEAR FROM NOW?
If you’ve already had a Strategy Call
Awesome, so, during our strategy call you said that your business is _________ (current situation).
Can you share a little bit more about what that's been like for you?
💎Listen and acknowledge
And if you continue this way, how will that be for you?
💎Listen and acknowledge
And you said before that your vision is _______________.
🎤 Can you see yourself speaking to groups, lead group programs, or have an online course?
💎Listen and acknowledge
And if you’re able to accomplish that, how will that change your life?
💎Listen and acknowledge
And, how much more money each month do you see yourself making?
💎Listen and acknowledge
Wow! So that’s ______/year! That sounds amazing!!!
If you haven’t had a Strategy Call
Review notes in updates in Monday.com (if they had a strategy call with another Team Member.)
Awesome, so, I would love to hear about you. Can you tell me about the work you do and what’s most challenging with your business now?
💎Listen and acknowledge
And how is that impacting you and _____(the people close to you)?
💎Listen and acknowledge
🎤And where do you want your life and business to be in 1 year?
Is your vision to work with people 1-1, or is speaking to groups, leading group programs, possibly having an online course really important to you?
💎Listen and acknowledge
And if you do that, how much money will you be making per month?
💎Listen and acknowledge
Wow! So that’s ______/year! That sounds amazing!!
I believe you can do this!
You are ___________ (really inspiring / amazing)! I know that you can reach ___________(what they said they wanted).
I was able to get ___________(what they said they wanted). And I’ve seen so many Thrive Members go from _______ (where they are) to enjoying $10K+ months and having _______(what they said they want).
HOW IMPORTANT IS THIS TO YOU?
How Important is this to you?
I’m curious how important this is to you… so, for example, if you were in the same place in your business 5 years from now, how would you feel? How about 1 year from now?
I hear you. So, on a scale from 1-10 (1-low, 10-high), how important is it to you to reach _______(what they want)?
1-8 Commitment
🎯 5 Elements to uncover true commitment.
1. I’d love to hear more about why you chose that number.
2. I'm curious, what had you book this call?
3. What's most important to you?
4. How much of this is fear talking and how much is connected with your vision for 1 year from now?
5. I think you're amazing and I believe you can do anything you set your mind to. If we could wave a magic wand, and you knew you could succeed at this, would this be MORE important to you?
If they rise to 9-10 commitment. go to right column
9-10 Commitment
Awesome! I can see your strong commitment and I believe that your commitment will support you to attract committed clients!
🎯Proceed to Next Step
PROGRAM RECOMMENDATION
Vision is 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.
What would you need to get out of Client Attraction Mastery to make it more than worth it for you?
Reflect and Acknowledge
Vision includes 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.
What would you need to get out of Platinum or Platinum Plus to make it more than worth it for you?
Reflect and Acknowledge
Interested in Mastery
Wow! Sounds amazing! 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. But, of course, you’ll have to get into action and do the work, right? :)
What do you know about Mastery so far?
Would you like me to share my screen and show you the Mastery Brochure so you can see the basics of the program.
And do you have any questions?
🎯Answer questions while presenting their vision and what they want from program.
Interested in Platinum
Wow! That sounds amazing. That is exactly what Platinum and Platinum Plus Programs can help you do… in fact, I have had many friends who went through Thrive with me do exactly that. But, of course, you’ll have to get into action and do the work, right? :)
What do you know about Platinum so far?
Would you like me to share my screen and show you the Platinum Brochure so you can see the basics of the program.
How does this sound to you?
🎯Answer questions in a way that brings back their vision and what they want to get
Interested in Platinum Plus
Wow! That sounds amazing. That is exactly what Platinum Plus can help you do… in fact, I have had many friends who went through Thrive with me do exactly that. But, of course, you’ll have to get into action and do the work, right? :)
Platinum Plus includes EVERYTHING in Platinum, with a whole LOT more support.
It’s for people who have really big visions, because big visions need big support. And, it’s by far the best deal we offer.
But, before we even talk about Platinum Plus, can I ask you what you know about Platinum so far?
Awesome! Can I share my screen and briefly show you the Platinum-Plus Brochure to make sure you know the basics of Platinum? Then, I would be happy to explore Platinum Plus with you.
🎯Scroll through the success stories slowly and then read the table of what comes with Platinum.
How does this sound so far?
🎯(You can only show this screen if logged into Thrive Hub) If they’re still interested in Platinum Plus...
Can I share my screen so I can show you our Platinum Plus program?
🎯Read the entire webpage..
How does this sound and do you have any questions?
🎯Answer questions while presenting their vision and what they want from program.
🎯Make font size bigger by hitting Control + (or Command +)
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.
So, it's an incredible deal!
Also, we can accept multiple credit cards and some of our members have done full pay and paid off their credit cards within a few months of starting the program.
I would 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.
So you get 12 Success Coaching Sessions PLUS 6 Specialty Coaching Sessions
For a total of 18 Private coaching sessions!
Also, we can accept multiple credit cards and some of our members have done full pay and paid off their credit cards within a few months of doing 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.
So you get 18 Success Coaching Sessions PLUS 6 Specialty Coaching Sessions
For a total of 24 Private sessions!
Also, we can accept multiple credit cards and some of our members have done full pay and paid off their credit cards within a few months of doing 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
ONLY if after using the FULL Dance with Concerns template, including exploring their own financing options.
Lean In but can’t do deposit or $697/month. (Note: This is where we get the financing company involved and it's much less likely they will join. It's much better to explore all possible options for self-financing.)
Would you like to hear about a special 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
ONLY if after using the FULL Dance with Concerns template, including exploring their own financing options.
Lean In but can’t do $997 deposit or can't get aligned with $997/month payments.
Would you like to explore Client Attraction Mastery?
Really wants Platinum and Mastery doesn't look like the right option. (Note: This is where we get the financing company involved and it's much less likely they will join. It's much better to explore all possible options for self-financing.)
Would you like to hear about a special 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
ONLY if after using the FULL Dance with Concerns template, including exploring their own financing options.
Lean In but can’t do $997 deposit or can't get aligned with $997/month payments.
Would you like to consider Platinum since there are fewer payments? You could upgrade to Platinum-Plus in the future after you've started earning more money.
If still can't get to alignment with $997 payment plan:
Would you like to explore Client Attraction Mastery?
Really wants Platinum-Plus and Platinum and Mastery don't feel aligned (Note: This is where we get the financing company involved and it's much less likely they will join. It's much better to explore all possible options for self-financing.)
Would you like to hear about a special 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 option
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?
You're going to go to GiftfromThrive.com/upgrade. I'll drop this link into the zoom chat now.
We'll start by putting down the $497 deposit.
I'll turn off the recording while you're filling in your credit card information. Once you've got everything filled out, click the blue button that says, "Yes! Secure My Deposit."
🎯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’ll stay with you while you fill out the form so I can answer any questions if you get stuck.
Will you pls share your screen so we can work through this together?
🎯Scroll down to “Let’s Get You Set up to Thrive.”
On this page, we'll start with Step 2a by filling out your intention and your information.
Let’s put your intention in first.
🎯If they have any special requests, note them in Notes in Monday.com and send to Dyanne in Slack.
In Step 2b on this page: you’ll 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
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 keep my eye out for them so you can set yourself up for success and get in with your Success Coach as soon as possible.
ONBOARDING CALL OR RECORDING
3a. 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
3b. 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. Will you be able to watch this recording in the next day so you can get off to a running start? https://members.thrive-academy.com/events-calendar/
CHECK INBOX
All right! I'm rooting for you to reach ______(result)!
And, I imagine that the Program Agreement email has hit your inbox. It should come from [email protected].
If not, check Spam Junk, etc.
🎯Wait for them to open the email and click.
First, review each program agreeement and initial each spot on this page.
I’ll stay here as you read through the agreements, in case you have any questions.
🎯Allow them to read, make sure they initial every box and initial every field on the form (or it won’t process and they won’t get access).
🎯TURN RECORDING BACK ON AS YOU FILL THIS OUT BUT MAKE SURE TO INVITE THEM TO SCROLL DOWN SO THE CC INFO ISN’T IN THE RECORDING
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, say the following:
“Congratulations! I can’t wait to watch you thrive over this next year!!!”
🎯Photo [Only if they seem very excited]
“You’re SO amazing! Would you like to take a screenshot of you celebrating this decision? Awesome!
🎯Take Pic
“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 and Acknowledgment of the Member in the Summit Facebook Group
Post caption: Let’s Congratulate FIRSTNAME LASTNAME for joining PROGRAM! EMOJIS
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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