✅ Own a coaching program or marketing agency

✅ Want to delegate client results to a team

✅ Are looking to grow your fulfillment team with A players

Over the past three years Jay and I have helped over 100 online high ticket businesses install a Fulfillment Funnel in order to reduce their drop offs and refunds, delegate client results to a team and to increase their average client contract by 4x.

The high ticket online space has grown so much that there is now an extreme shortage of highly qualified client success managers that can help increase your retention for backend offers, to help reduce the number of client cancellations, and to have your success department run on autopilot.

Every week Jay and I get multiple requests for qualified CSMs and so it’s time we fix the problem.

We are placing and training the best Client Success Managers and Account Managers in the high ticket space for businesses like Boyd Clewis, Pema.io, and many more…

We have a simple and effective process to vet candidates and to help you get the right person hired in 14 days or less.

Not only that, we then take them through a 4-week ‘bootcamp’ training to have them ready to serve your clients at the highest level.

Here’s what the process will look like…

When we get started…

1. You share a job description and key qualities you want in your perfect candidates so that we can save you dozens of hours sifting through wrong fits.

2. We begin our search immediately from our database of pre-vetted candidates and go through the new candidates that are being consistently added to our pipeline.

3. After 7 to 10 days we will send you 3-5 candidates that fit the criteria you’ve shared with us

4. You take them through your final interview process and select a candidate which is typically two to three interviews to narrow down to one perfect fit.

5. Once you officially make the hire we begin to train them as you are onboarding them

6. They are performing at KPI within 60 days of their hire

7. If for some reason they don’t workout past 60 days we replace them for free

Here is what the journey will look like when we train your CSM/AM:

Self Leadership 

✅ Internal Fulfillment, this will help them bring the right value match for the company’s values

✅ Archetype of a high performing CS Leader, so that they can be high performers with extreme ownership (no order-takers!)

The Outer Game of a High Performing CSM/Account Manager

✅ The Auditing Process, this will teach the CSM how to look for opp for innovations and streamlining processes for your existing flagship offer

✅ ‘The 4 Archetypes’, so that you can build relationships at scale where clients can’t stop brag about the experience

✅ Buy-In, to help gage clients and prevent accounts from churn while also keeping an eye on high performing accounts that will bring referrals and testimonials on a weekly basis 

✅ Habit Based Programs Framework, so that not only your clients win we increase product adoptions and stickiness

✅ Simple Scripts/Frameworks for any Business, that will remove the overthinking on your end. They’ll have a plug-and-play system

✅ Client Escalation Calls, as for you to effectively be out of fulfillment they need to learn how to handle tough conversations

✅ Health Scores Playbook, so that everyone has direction on what to do daily, weekly and monthly to drive fulfillment as a revenue generating department

We look forward to working with you,

Jay and Ben