Welcome To The Forge – Membership Call #17

The Forge: Exclusive Members’ Training Session August 20, 2025

Live Webinar with Vanessa Roberts

(Raw transcription; not proofed for grammar or spelling.)

Click here for Google Doc of the transcript.

0:03

Hey everybody, Vanessa here. Happy Wednesday.  

0:08

Let me know if you can hear me, and I’m going to show my screen in five, four, three.

0:15

All right.

0:17

Today’s call, we are talking about Small Business Advantage and Illusional Sales and Marketing.

0:28

Yeah.

0:29

All right, so I want to ask first—real quick, housekeeping. 100%, except for two, so we’ll call it 98% of all the Forge members who have enrolled in the Small Business Advantage, okay?

0:45

I won’t call out the two folks who didn’t hop in, but I will say this: that opportunity has closed to waive the $2,497 Platinum Agent buy-in for Forge members.

0:57

It did expire that Friday of last week. Now, Brian is not on this call. If you are one of the two people—between me and you, and a man who probably will not listen to this recording—I can get you that link, okay? So I won’t say your names, but if you missed that, and you weren’t one of the two, or you are one of the two who didn’t take it, I will get you the dollar link, okay? You’ve been with us ride or die for all these years, I’ll make sure you’re taken care of. It’s not like an overwhelming number. Okay, on your screen, you will see the Small Business Advantage Facebook group. So far, we’ve got 14 folks enrolled. That is not all of our Small Business Advantage members. So when you enrolled for the dollar last week, I did send you an email invitation which included your Illusional affiliate tracking link and an invitation to join this Facebook group, and then I sent you a separate invitation to join the Platinum Slack channel in Illusional.

2:13

Okay, if you haven’t joined or if you had any trouble getting in, I will help you.

2:22

So head us up at getsupport.biz.

2:25

There was some—yeah, about trouble getting into Slack. Brian, yep.

2:30

The way it works for you to be invited to a company’s private Slack is that you have to have a Slack.

2:39

You aren’t enrolled as an employee of Evolutionary.

2:42

We have to connect the Slack accounts.

2:45

So the invitation you got was for you. So link, business connect, link your Slack to ours.

2:51

So if you need help with that, I can help you.

2:53

I learned a lot over the past two weeks.

2:56

We’ve had other folks struggle, and I’m not 100% sure how we fixed it, but we fixed it, and I’m confident that we can help you.

3:05

So that is our housekeeping.

3:08

We do have a very special guest for you today.

3:12

It was our—what comes before beta?

3:14

Our Alpha Agent Tester. Number one agent on the books, has the most lives sold and registered.

3:25

You know him, you love him, you’ll remember him from ERTC, he’s all over the place. It is Tommy Fry.

3:31

Thank you, Vanessa. So good to be here and so excited about this new program.

3:36

You know, I know in the last call we talked about the differences between the ERTC and this program, and there are so many advantages that come along with the recurring payments—you get paid twice a month—and then the simplicity of this program is crazy.

3:55

So, like Vanessa said, I’ve been doing this for probably three weeks now as a first test rollout, and we brought some of you guys in. And I’ve got about 300 already registered.

4:11

So that’s about $2,100 a month of recurring income that I’ve already gotten. It’s just the easiest thing in the world.

4:18

I mean, everybody is a potential customer. Everybody can use this.

4:23

Small businesses just absolutely eat this up. I’ve had nobody tell me no except for one person.

4:28

And they allowed me to at least offer it to the employees, and they were offering it to the employees.

4:34

All the other businesses were willing to pay for their employees as a benefit, so it’s been incredibly successful.

4:42

My goal is I really want to get 20,000 lives myself using this, so that’s my goal for it. And I’d be interested to hear what you guys think you’re going to do as far as goals, but it’s just the biggest no-brainer ever, and again, the best part of this is the simplicity.

5:01

Everybody knows what it is, everybody understands it.

5:04

We’re in that technical time of the world where everybody has a phone in their hands, they understand it.

5:11

Some of the things that I bring up to people are the fact that it’s telehealth for the employee, their spouse, and up to six dependents.

5:21

There is no deductible, there’s no copay, there’s no limit to the amount of time you can use it.

5:27

It covers kids from two to 25.

5:31

Doesn’t cover the babies, doesn’t cover kids over 25, but if you have a kid on the plane and they turn 25, all they have to do is drop off one of your dependent spots and they become an individual—and it doesn’t cost you.

5:42

So it’s the biggest no-brainer ever. It really is, guys.

5:46

The other thing that I try to point out to them is: let’s say you’ve got a husband and a wife, or you’ve got your wife at home and she’s got three kids. One of the kids is sick. What does she have to do?

5:55

She has to load all three kids up, go to the doctor, sit and wait around other kids who are possibly sick.

6:02

Instead, what you could do is just be right there at home.

6:05

Do a little telehealth visit, call the husband, “Hey, stop at Publix or CVS on the way home and pick up the prescription that was called in.” We’re all good.

6:12

We didn’t have to drag the kids out, and the convenience is great. And again, go to the box-in-a-box mini clinics—that’s going to be 150 bucks every time you walk in the door. Or you can go to the emergency room.

6:26

We know how much that is. That’s probably 200 bucks every time you go to the emergency room.

6:31

Or, if you have insurance, you can use your primary care.

6:34

But the problem with that is, you have to make an appointment to get in.

6:37

Usually, if they do take walk-ins, you’ve got to sit for a long, long time waiting.

6:43

So again, it just goes back.

6:44

I sell the convenience of it and the price, and it just resonates really well.

6:49

So hopefully you guys take a little something away from what I’ve done.

6:52

It’s been really successful for me, and hopefully it’ll work well for you guys.

6:56

So, that’s kind of my spiel right there, Vanessa.

6:59

Yeah, and guys, they are ready to pick your brain.

7:03

The chat is going crazy.

7:06

Do you mind if I—if they send in the—I know you can’t see them.

7:10

If I read the questions to you, and then we talk about them. Okay, okay. First, I’ll say, on your screen, you see this is the first design.

7:20

I’ve made a digital brochure.

7:23

As platinum agents, part of what you’ll get is anything I make that clears compliance and is ready to publish. What we’re using at the corporate level, we are going to customize for you with your information, okay?

7:38

So here you see “Contact Agent” with a name and number, and then on the following page, we have the agent ‘s phone number, email address, and this QR code is customized with your affiliate link.

7:53

Okay, so we are rolling those out. I will be emailing all of you your version.

8:00

It does come as an editable PowerPoint, and as long as the technical details aren’t edited, we can continue to share it in an editable format, and you can print them.

8:17

So these are designed so that if you want to go to a Kinko’s or UPS store, etc., you can print them on glossier paper.

8:29

Internally, we’re using them digitally—emailing them, saving them as a PDF, and emailing them.

8:34

But I will deliver it to you in an editable PowerPoint format so it’s pretty universal and everybody will be able to get it formatted.

8:44

So I’ll have those to you by the end of the week.

8:47

Any questions there?

8:48

All right, so great.

8:50

So Thomas would like to ask you, Tom, are you having success so far with texting, email, or cold-calling? What’s your approach?

8:59

My biggest approach is cold-calling. That’s what I’ve done, based on relationships here at DC.

9:07

I was really good there. But we know you’re going to have success with probably anybody—anywhere you go. Every restaurant, every gym, no matter where you go.

9:20

You can meet somebody there, and they need this. So cold-calling has always been a really easy thing for me. But if you don’t cold-call much or aren’t comfortable with it, I think any time you can send some information to somebody that’s this easy to understand, the hook is already there. It’s easy to follow up. And you say you do a lot of cold-calling—do you tap into your existing relationships, maybe people you’ve already worked with?

9:55

I know you’ve got a lot of folks from ERTC. Are you circling back with them?

9:59

I am, yep. That was the very first thing I did—pick up a list of all the people that worked with ERTC. You know, there’s a great trust there from the beginning, and when you get somebody a bunch of money, you tend to get their ear.

10:12

So when you bring something else to them, they’re more apt to listen.

10:15

So, yeah, you definitely want to use your list of ERTC customers. More than that, everybody’s your customer.

10:23

That’s the cool thing about this. There’s nobody that can’t be a customer for you.

10:31

Let’s see. We’ve got some questions about how you are identifying yourself—introducing yourself, your role as an agent for Illusional.

10:46

Well, exactly what you just said, Vanessa: “My name is Tom Prime, an agent. What we do is provide telehealth and some other services, very affordable. I’d like to take a second to show you what we’ve got—something you might be interested in.”

11:01

I mean, again, this thing is really, really easy.

11:07

You don’t have to complicate it, guys.

11:09

I’m telling you, people hear this.

11:11

They understand it.

11:11

They know what it is.

11:12

It’s the easiest thing in the world.

11:14

And I like the kind of borrowed endorsement or the confidence that comes with the word “agent.” Unofficially, you’re not claiming to be an insurance agent, right?

11:29

But the terminology people already associate with providing these kinds of benefits—insurance agents, etc.

11:40

So, you’re not crossing any lines, but the nomenclature, the title of agent, already establishes…

11:50

It transfers that level of trust that an agent would have, even though we’re not insurance agents.

11:57

Yeah, you’re right. It definitely pulls from that.

12:01

Right. People just already feel there’s an authority to it.

12:05

Okay, so Reggie asks: What employee size range of businesses has been most profitable?

12:12

Well, I can answer that question: obviously, more employees are more profitable. Where are you finding the most success?

12:18

What’s the sweet spot, Tommy? What kind of business size are you looking at?

12:22

Mostly 50 and below, because they’re not required to provide health care. And even though this is health care, it is something.

12:30

So most small businesses with 50 or below—it’s too expensive, right?

12:34

Health care—we all know how expensive it is.

12:37

So what you find with most of these small businesses with 50 or below is they care about their employees, right?

12:49

They want to do something for them.

12:51

They can’t really afford to do full-on health care, but at least this gives them something, right?

12:56

So if they could spend 40 bucks a month—if they’ve got 10 employees, they’re spending $400 a month—it gives all their employees something nice. It’s a retention piece as well.

13:09

Tommy, how do you have the conversation where you’re emphasizing that while this is a benefit that does help the employees on a personal level, there’s also a very smart business advantage and return on investment for the business owner?

13:25

Right, so you’ve got to think: if you’re a business owner and you’ve got an employee that’s sick, they have to leave and go to Med First or the emergency room or go find a doctor’s appointment. You’re losing time with that employee being away, right?

13:40

But this definitely cuts down on the amount of time they’re going to be gone. And also, from a business standpoint, employees are very, very important.

13:50

Turnover is very, very important, right?

13:52

It costs a ton of money to get an employee to the point where they’re finished training, onboarded—even just the paperwork you have to fill out, right?

14:01

All that stuff takes time, and it translates into dollars.

14:05

This is a retention piece as well. Somebody else may say, “Hey, I’m going to give you an extra dollar an hour.”

14:10

Well, a dollar an hour may not be as important as the fact that I’ve got this telehealth program with my current employer.

14:17

So maybe it keeps that employee there, and you don’t have to worry about turnover.

14:19

So that seems to be a really important thing for a lot of people in business.

14:26

Tommy, how are you approaching a business owner who—if they’re deciding whether they want to incur the expense and cover the $40 per employee per month versus making it a payroll deduction—are you running into a lot of businesses who are saying, “I don’t want to pay it, but I will deduct it from my employee’s salary every month”?

By far, more of them are paying it. And again, it’s a small business, and it’s just—you sell it to them as a benefit to the employees.

15:03

So making it available, those are the people, to me, that don’t care quite as much about their employees.

15:09

And that’s fine. Like Sid said, if you’re looking from A to Z and Z is, if we consider Z a loss, it’s still a hit.

15:16

So even if they offer it, you’re still winning.

15:20

But most of them I’ve found so far see the value in it and are willing to pay that 40 bucks a month.

15:26

So, is your recommendation to not lead with that as a solution?

15:32

Correct.

15:33

I would want the…

15:34

And here’s why.

15:35

The employer, when he’s paying for it, it’s a lot more glue on that, right?

15:41

It’s more sticky.

15:42

They’re going to provide it for their employees, but the likelihood of them canceling or leaving the product is very, very low.

15:52

Yeah.

15:53

Does that make sense, Reggie?

15:57

The logistics of a business owner going to every employee, getting their permission to deduct from their salary—they can’t do it unilaterally. They can’t just make that decision and shortchange them, right?

16:10

The juice isn’t worth the squeeze, right?

16:13

If you tell somebody, “I’m gonna take $10 out of your paycheck every week so that you can have this incredibly beneficial service that I think you should get, but I’m not gonna cover it,” for your benefit, your commission is tied to what Tommy was saying: the sticky.

16:31

A business owner is much more likely to stay a consistent customer when it’s a decision he has made and is giving to folks, rather than hearing his employees may not be happy about it because it hit their paycheck.

16:49

Makes sense, Reggie?

16:52

And also, Reggie’s absolutely right. It is a business write-off, right Tommy?

16:56

Yes, it is. You put it under employee expenses and benefits.

17:03

Great for employee retention, Steve says. Absolutely.

17:06

We do already have contacts who don’t want to use a credit card payment, Donald. Is that because of the service fee?

17:15

I gotta say, good. That’s the point, right? We want to encourage the ACH.

17:22

It is, again, with the sticky—we lose the risk, the breakage of credit cards getting maxed out or chargebacks. Any established business, it’s likely that transaction is going to be successful with an authorized ACH pull.

17:40

So good. The proof is in the pudding.

17:42

You have folks who don’t want to pay that 5% transaction. Excellent, excellent.

17:46

We are actively working on the infrastructure that will allow a business owner—this is nuts and bolts on the back end—we will offer ACH first. They will have to opt out of ACH and be presented with the 5% service fee, and then we want them to say, “Never mind, take me back.”

18:07

That’s complicated.

18:08

It feels like it’ll be simple for the customer, but building it is complicated because we do have to dynamically establish that 5%, add it, and remove it.

18:19

So it is a very high priority. We absolutely want to roll it out.

18:23

We don’t want to charge the 5% transaction or service fee because we want ACH.

18:27

So that is a very high priority, Donald, but thank you for sharing that it’s already working. Brochure in Spanish, materials in Spanish.

18:36

Tommy asked me for that last week, and it is definitely on our list.

18:43

I don’t speak, but we want to have a Spanish website, all of our materials in Spanish, including this brochure.

18:56

So yes, Steve, that’s on our wishlist/to-do list.

19:00

Oh, Tommy.

19:02

We have business card templates.

19:05

Is that correct?

19:06

I think so, yeah.

19:07

You and I talked about that too.

19:09

I would love to get my hands on that.

19:14

I know you were instrumental in that design because I can, again, customize this for our Platinum friends here and send you the approved design elements so you guys can get some cards printed up.

19:32

Is Illusional handling all support, or do we have some hands-on?

19:36

I can take this one.

19:38

Everything you can do to support your customers is going to enhance the relationship, enhance the conversion rate, enhance the retention rate.

19:48

We will absolutely support you.

19:51

Our intention, our plan, our rollout is we’re going to have a support desk that’s going to have a chat interaction and a phone number so that during working hours we will be able to support live.

20:09

And then after hours it will create a ticket.

20:11

This will apply for agents and customers, business owners.

20:19

And we will be following up on leads versus deals, right?

20:26

So if we do grab that information on a lead capture and they don’t complete their transaction, we will have email, text, and eventually phone support for closing those deals. We will support closing those deals.

20:39

So yes, we plan to have—like I love to say—everything we learned at ERTC. We’re going to do it like that, but better, because we’ve learned a lot of hard lessons. So we will be rolling out really great support. That support team will also be in charge of retention, which means requests to cancel will have human personal intervention. Any chargebacks, payment failures, credit card transaction trouble whatsoever—human intervention.

21:11

Because as we all know, it’s a lot easier to keep a happy customer than to find a new one.

21:16

So we want y’all focused on growing your pipeline, growing, growing, growing, and scaling up, and leave it to us to make sure that the customers are happy, that they are utilizing to the full extent the product they’ve purchased.

21:31

We’re not gonna let folks buy and then run on the breakage model like a gym, right?

21:36

We don’t want a bunch of New Year’s resolution folks coming in and then getting irritated in three months because they realized they forgot they were paying, right?

21:44

We’re going to be engaging with them.

21:47

And, you know, we all know engagement boosts retention.

21:53

Let me say this: for two years of putting this thing together, in getting the benefits for all the benefits that are being provided, we worked diligently to make sure that we have the best possible.

22:09

And there’s a reason for that.

22:11

I first started talking about this.

22:12

I said the biggest thing I don’t want to do is I don’t want to be churn.

22:16

That’s a grind. Nobody wants to do that, right?

22:18

What I want is the best possible product, the most value you can build into it, and make it affordable, right?

22:25

So every one of us has looked down at something and said, I don’t want to. I’m going to cancel this.

22:31

You know, I just don’t see the value in it, right?

22:34

What I want is for somebody to look at this app and go, yeah, I’m going to cancel this month.

22:38

And then I want them to think, well, you know what?

22:40

I’ve got my wife, my kids, and me all on this.

22:44

And it’s worth it.

22:44

It’s worth the point.

22:48

And that’s the fulfillment side of this—where that value comes in.

22:53

So the first time they use it, they’ll see what a great, great product it is.

22:57

And it just makes it much more difficult for them to cancel, because retention is something that I’m incredibly focused on with this. So we don’t churn. You don’t want churn.

23:11

I’m not looking to bring new customers in to replace customers that are gone, but to build on the customer base I have and make sure that we retain everything. So I think we put together an incredible product.

23:25

So I’m pretty excited about it.

23:27

It’s been a long time coming, but we’re putting together something that’s really, really special, guys, so I hope you’re as excited as I am about it.

23:40

I am.

23:43

I definitely am.

23:45

All right, okay, so any questions?

23:47

Okay, I’ve got some folks saying, if you email the brochure with your marketing materials—if I send you a marketing brochure and I’ve set it up with the information provided for your agent registration, which is what I’m going to do—

24:04

I know your phone number, I know your email address, I know your link. I’m gonna do that.

24:09

This is an editable document. It’s gonna come over in PowerPoint.

24:12

So if you decide you want to buy a domain, set up a different email address, you can change it.

24:17

Absolutely yes.

24:19

If you aren’t comfortable, they’re all little editable field boxes. You click on it, type your number, delete the old number, write your new number.

24:28

If you struggle, if you have any trouble, just reply back to the email where I send you the brochure.

24:33

Tell me your new email address.

24:35

I will take care of it for you, absolutely.

24:37

You guys are our extra special VIPs.

24:41

We are at a level right now where I can personally give that kind of support.

24:47

So, you know, great on you for getting in at the beginning, because when we have 50, 100 agents, I shan’t be able to make those little tiny changes for everybody. So we will have a more official process for requesting. But for right now, absolutely, if you need my help, just reply and I’ll jump in with you.

As for added services to increase cost—Reggie asks: Reggie, are you asking if you can bundle things, or if we plan on adding additional services? Reggie wants to know if we do. At this time, we don’t have any expectation of offering a more expensive version or increasing the price.

25:35

Do we have any main competitor? That’s a great question.

25:38

My understanding is that there are a few out there, but they’re way more expensive, and they have deductibles. They also have a limited amount of time you can use it, and it’s only for single use—so you wouldn’t be able to add your family.

25:54

That’s what makes this so special. And then the fulfillment side, like I said—on those, if you look at the reviews on the others that are out there, they’re horrible.

26:03

Our reviews are amazing.

26:05

The company that’s providing all the benefits to us has been in business for over 50 years, and their customer service on their end of fulfillment is just absolutely amazing.

26:15

Yeah, and my understanding about our partner—and this is anecdotal—is that everybody else in the industry is fighting for second, because they are so far ahead, head and shoulders above the rest. They’re the absolute best in the business. There’s not a contest for first, that’s right.

I want to encourage all the platinum guys here: sign up for the program under your link, and your commission will come back. That’ll be a way we can discount it for you.

26:52

So you all have the ability to use it.

26:56

So absolutely sign up for it.

27:00

Get yourself familiar with it.

27:01

It’s a lot easier to sell when you’re familiar with it—how it works.

27:06

And we can help walk anybody through who needs to get signed up.

27:09

I know somebody signed up originally—Vanessa—when we weren’t even ready to go, I think.

27:14

Oh, and thank you for bringing this up.

27:15

Because I know Thomas, I know Donald, y’all tried and we struggled.

27:22

That’s, I mean, that’s the world of beta, right?

27:23

We asked you to break it, and gosh darn it, you guys did a great job.

27:27

You found our weaknesses.

27:29

Here’s what happened.

27:31

Thomas, I know you tried to sign up at least twice.

27:33

I’m gonna make sure you get your money back there.

27:36

I need you to start over, okay?

27:38

We’re gonna wipe the system.

27:40

As agents, your emails are in our system.

27:45

When you tried to create a customer account with that same email, everything went haywire.

27:52

So we are working on a cleaner solution, but for right now, we would love for you to be your own first customer. Which means yes, you will get paid the full platinum $7 on yourself, which is essentially—like Tommy said—the discount for the service. But you have to use a different email right now.

28:15

I’ve got no way around it for probably three weeks.

28:19

We will clean everything up in the back end, merge your accounts, et cetera, et cetera. But for right now—and I forget who asked, I’m sorry, it scrolled past—but I did see your question.

28:30

Do we have an end-to-end user experience video that you can show your potential customers on what to do?

28:37

We’ve tried to make this experience so simple that it’s very intuitive, and a video might be unnecessary.

28:46

We think when you go through as an agent and you experience it from the customer perspective, you’ll agree—we walk you through it.

28:58

However, yes, of course, anything we can do to help you sell, I’ll make you a video.

29:04

I’ll need—I’ll have to do it with a customer, right?

29:07

Like I can’t just get in there and fake it, right?

29:10

So everybody go through, please, if you are interested in this service for yourself—which absolutely, like I said last week, Brian supplies me with incredible insurance.

29:22

I’m very, very thankful for Brian. I 100% bought this service for my husband’s company, Robert’s Custom Carpentry.

29:28

We were one of the very first customers once we went live. And I use this, Telehealth, for all of the reasons.

29:36

Yes?

29:38

If we need to do the video, maybe the next person that wants to sign up—we can walk that agent through and use them as a video?

29:48

Oh yeah, let me know if we have any volunteers.

29:50

So, anybody who wants to volunteer, they’d be the next person to go.

29:54

What that does, though, is it gives me exposure to their personal credit information. So I understand—I would edit it out of the video—but there is a trust factor there. But yes… That was an even bigger problem… Yeah, they don’t. Computers… You got my American Express, don’t you?

30:21

I do.

30:24

I was like, oh, thanks, Tommy.

30:27

So, oh gosh, what was I saying?

30:28

So yeah, we definitely recommend, for all the reasons Tommy said, I will choose to use this telehealth over going to my covered primary care physician, maybe nine out of ten times.

30:44

I don’t want to be there with the germs.

30:45

It takes a lot of time.

30:46

The doctors are never on time.

30:49

Oh my gosh, it takes a whole day when all I need is a little antibiotic.

30:55

So it is 100% worth it for my family to pay for my husband’s—the business owner’s—coverage.

31:01

So I’m covered under him.

31:02

My children are covered under him.

31:04

My daughter going to college will be able to use the telehealth from her dorm room, and all of his employees, even though I have my own insurance.

31:15

So definitely, if you’re into it, please just use a different email address so that the system doesn’t go haywire.

31:24

Does Business Sense account have family telehealth included?

31:27

Yes, Thomas.

31:30

Tommy, you want to talk about—Yeah, it does.

31:37

And it’s 1,000 plus six kids, right?

31:39

Yep, it goes up to 1,000 plus six.

31:42

And that is for dependents up to 25 years of age, not 18, right?

31:48

That’s right, 2 to 25.

31:50

So I will update—that is an exciting announcement, an upgraded benefit improvement.

31:57

I will update the websites. I have business cards being set up now at a printer. When will the example be available, Donald?

32:06

I should get it to you at the end of the day tomorrow.

32:09

I’ll publish it, and I’ll share it in the Facebook group for sure, and I’ll email it out.

32:19

Okay, so Steve wants to know, did you find out why, when I signed up, I got a message on the screen that my email was already signed up?

32:24

I’ve not received anything, but was charged the fee.

32:27

Steve, that is the error where we ran into your email address as an agent being already registered, right?

32:34

So if you’ll send me a support ticket, I’m going to refund you, make sure that that subscription does not continue to rebill. I’ll refund you that money, and I’ll need you to sign up with a different email address. It is because I had set you up as an agent in the system, and the system got confused, thought you were already there, and didn’t want to create another account. You’re very welcome. See, did I miss anything? Okay, so any update on a program for associations yet? Not that I can share, except that we are building that infrastructure.

33:12

Tommy, do you have anything that you want to talk about?

33:15

No, it’s not quite there yet.

33:18

Like you said, we’ve still got some API work that we’re doing to get that part figured in.

33:24

But we’re going to make it seamless and simple so that you will benefit, the association will benefit, and it’ll all be tracked very cleanly in your agent dashboard.

33:40

Oh, that’s the next thing.

33:44

Everybody who wants to see your deals—that’s a big deal, right?

33:51

We’re coming a long, long way on the agent dashboard.

33:55

We expect by mid-next week, possibly Friday, to be able to allow you to log in to the Illusional backend and see all of your referred customers.

34:12

All of the information that is pertinent, that we are able to share—we do have some compliance, HIPAA, privacy, etc.—but all the information that you are able to see will include business name, email, phone, number of lives, the subscription, right?

34:32

You’ll be able to extrapolate your commission.

34:34

Coming in the future will be commission tracking, next commission payment amount, commission history, commission history per deal, payout history—everything for your records so that you can manage your money. It’s going to be fantastic.

34:57

You’re going to have all that information. It’s just nice to be able to pull that up and see all that.

35:04

Let’s see.

35:06

Thomas asks, what can I tell possible agents about how much they could expect to be paid per life?

35:13

So this is very interesting.

35:16

I believe Thomas is talking about referring to fellow agents.

35:19

In the ERTC world, that was considered a sub-agent.

35:23

We aren’t going to have the same concept here.

35:27

We are going to have an ability for you to recruit agents, and there will be an override system.

35:39

When you refer to an agent who enrolls and becomes an agent themselves, you will be recorded as the referral, that you recruited this agent, and there will be an override system.

35:53

They will come in as an agent, and a standard agent receives $5 per life.

36:03

They will have to enroll in the Small Business Advantage platform, right?

36:10

So you will be referring them into that membership, and they’ll be a standard agent, right?

36:19

And their commission will not affect yours.

36:22

There will be a standard override per deal per life, right, for you that will not be affected by the commission they receive.

36:30

It will be a standard per-life referred agent override.

36:35

Now we’re still working out the details.

36:37

This will be reflected in your agent dashboard.

36:41

You’ll be able to see deals your referred agent earned and what you earned off of them.

36:48

It’ll all be very transparent, but we are avoiding all the confusion of you managing someone “under you” and splitting a commission. It’s going to be so much cleaner, so much simpler.

37:02

You’ll be able to count your dollars exactly.

37:06

It won’t change from deal to deal, week to week, month to month. I think you’re really going to love it. Absolutely. Okay. I love it.

37:13

Thomas says, perfect.

37:15

That’s my favorite.

37:15

That’s my favorite response.

37:19

Can the business owner of this offer, offer this to part-time employees, or is it only for full-time employees?

37:26

Oh, Tommy, you want to take this one, or you want me to? I love this answer.

37:29

It can be for all.

37:31

So it doesn’t have to be full-time, it doesn’t have to be part-time.

37:35

It’s not based on any type of work relationship whatsoever.

37:39

They can be full-time or part-time, but also whether they’re documented or undocumented has no bearing on it as well. So I’ve got a huge landscaping group out here.

37:53

A lot of the guys, you know, they’re landscapers, they’re undocumented, so that’s the reason I wanted the Spanish-speaking or Spanish information. All of those guys qualify.

38:05

There’s nothing to keep anybody at all from that wallet.

38:09

Yeah, you could—I like to say—you could take care of everybody in your office.

38:16

You could take care of the cleaning crew.

38:18

You could take care of the lunch delivery driver.

38:23

It does not matter. If the business owner pays for 20 subscriptions, 20 lives, 20 memberships, right?

38:32

He himself is number one, which means he’s got 19 to divvy up.

38:35

He could give it to his babysitter, his nanny, his au pair, his housekeeper, his own yard guy. He could give them out for Christmas.

38:46

There is absolutely no validation or proof required that there’s any employer-employee relationship to these accounts. Yeah, there’s no real verification. Nobody’s caught up in business going,

39:02

“Hey, does this person work here?” They buy the membership so they can give them out however they’d like.

39:10

Yep. Yep, yep, yep. Oh, you’re very welcome, Paul. All right.

39:18

I would love to know if there are marketing materials that you feel would benefit you. I’m making a wish list, right?

39:26

So we’ve got the brochure, we’ve got the sales page, we’ve got the business card design.

39:33

Tom, what do you like to have in your hand when you talk to businesses?

39:38

I like the brochures right here.

39:39

These are really nice.

39:41

It’s in. Keep it simple.

39:45

It is simple.

39:46

You can complicate it, but there’s no reason to.

39:50

It hits on the high points of what’s important.

39:53

It works out really well for me.

39:56

Awesome.

39:57

I love how your suggestion was to make a digital version, not just—

40:00

Yep, yeah, because I mean you can just email this. Right, absolutely. On the phone with somebody. Okay, Guy would like to know any sales and marketing verbiage that Tommy has found effective that would be helpful. So that’s a really nice way of saying, what’s a good script?

40:21

Guy knows that we won’t share a script.

40:24

So I love that question. So let me—let me again.

40:27

I mean, I’ve said it a couple times. The benefits that are here—let’s be honest.

40:32

They’re nice to have, but the real thing that makes this work is telehealth, right?

40:37

So that’s what I key on.

40:39

That’s my big thing from the business, is telling them, “You know, you’re taking care of your customers. Focus on telehealth.”

40:45

Know the telehealth program: no deductible, no copay, no limit on how many times you can use it, you, your wife, up to six kids.

40:55

Those things right there—usually people are shaking their heads yes, signing up as soon as you tell them those things.

41:02

And then you can start going into some of the other, you know, the health discount, shopper rewards, the business if you want.

41:10

The real meat and potatoes is telehealth.

41:12

That’s what makes this, that’s what makes it sizzle.

41:18

Yep, so I’m getting some feedback on some marketing materials and I’m just gonna read them out, and I want everybody to chime in if we like it.

41:27

Social marketing tools: Instagram, Facebook, Twitter, et cetera.

41:31

So we’ll need a graphic and some verbiage, right?

41:35

Okay, we can definitely work on that.

41:37

A simple flyer—we’re talking a one-page leave-behind instead of a brochure.

41:42

You want it just on the front side, one page? Absolutely, yes.

41:47

Small batch system email sequences, right, allowing for our affiliate links—yes.

41:54

My plan on that is to—I’d like to determine what the top 10 niches are that we should go after.

42:00

Tom, I was gonna talk to you about this.

42:01

I can write a five to 10-touch email sequence for each niche, identifying and focusing on the benefits as it relates to that industry.

42:12

You’ve talked a lot about landscaping.

42:15

So we can touch on, you know, the cost of lost time when a laborer is out all day, et cetera.

42:23

We can make it personal.

42:25

So I do want to know what industries you would like for me to focus on first.

42:30

I’m not going to stop at 10, but I’m going to start with the top 10 so that folks can take action.

42:42

Go ahead. Is it six kids or is it two spouses and four kids for a total of six?

42:49

Six. It’s an employee, spouse, and six dependents. That’s fantastic. Wow. All right.

42:57

Steve says that’s perfect. See, I love when people say “perfect.”

43:01

Okay, so eight total: employee, spouse.

43:04

And also, Vanessa, one thing I have to mention is there’s a dental and vision discount program on this as well.

43:10

That’s an important piece.

43:12

Dental and vision?

43:14

Yes, there’s a discount for dental and vision there.

43:17

That’s great, because I mean, I’ve had some dental issues and I’ve had bad eyes since I was in fourth grade.

43:25

When did we decide that teeth and eyes aren’t part of your body and aren’t covered by regular insurance?

43:32

I spend a lot of money on contacts.

43:34

So no, that’s fantastic.

43:36

Okay, and the website says for children, I think. Thank you, Donald.

43:38

Yes, I’ll update that as well.

43:40

Great.

43:40

And the prescription plan as well.

43:41

So you have the telehealth, you have the prescription plan, discount on dental, and on vision.

43:47

That’s fantastic.

43:50

Let’s see.

43:50

It’s discounted, you know, like I think it’s 10 to 60% for the vision exams, glasses, contact lenses.

43:57

And dental, I think it’s discounts on the x-rays and cleanings and those kinds of things. So it’s preventative stuff.

44:02

That’s awesome. That’s really awesome. All right, I think we’ve answered all the questions. If I’ve missed anything, please just pop it back up again. Juggling a lot here with Tom. Tom, would you say that…

44:20

…businesses, is this a hard sell, or do businesses get excited when they start talking to you about it? I think they get excited about it.

44:29

Um, you know, again, the people that I’ve been focusing on are these smaller businesses, and they want to do something nice for their employees.

44:38

And this is a very affordable way for them to not give them healthcare, but at least give them something and give them an opportunity to be the hero for their employees.

44:47

Yeah, because that helps with not only retaining employees that they’ve got.

44:50

I know you talked about how difficult it is to replace an employee, but when you are recruiting, you know the job market—you want to get the highest-quality candidate, and sometimes you don’t have it in you to throw in an extra 20 grand a year, right?

45:10

But this is a benefit that has a lot of impact.

45:15

How soon did you say we’ll get the brochures?

45:17

Steve, I’ll be producing them and mailing them out over the next 48 hours.

45:24

It is manual. I make the QR code myself, I type in all the words. There’s no automation; this is a labor of love that you will get from me.

45:35

Now, if you want to edit it yourself, I can send it to you right now—no, no, no.

45:40

But yeah, I made the QR code, it’s got the little logo, it’s your tracking link.

45:47

I will say what I would like to do—I don’t have a field for this yet, but I can add it.

45:51

If you have your own custom domain, and you’ve set it up to do a redirect so you have a good-looking URL that you would like added to this, when I send you your digital editable PowerPoint, if you want me to add that pretty domain for you, just reply to that email, tell me what you want, and I’ll make it work.

46:14

I will not have to update the QR code because that’s already going to your tracking link, but I will type in the actual domain that you’ve set up to redirect for you.

46:25

I’ll do that for you.

46:28

Business owners can sign up as an agent and be paid on his business—confirming this is correct?

46:34

Reggie, he would have to enroll as a Small Business Advantage member to become an agent.

46:43

It’s not free to be an agent, right?

46:45

So if all you’re doing is trying to get a business owner to get a discount on his own, that’s probably not going to be a solid approach.

46:55

Yeah, that’s not a good model.

47:00

Some starter niches.

47:01

Niches, Tommy.

47:03

Plumbers, HVAC, landscapers, barbers, and salons.

47:07

I think these are perfect.

47:09

Restaurants.

47:10

Restaurant.

47:10

Oh, yes.

47:12

Servers.

47:14

Can we have more than one URL, Paul?

47:17

No, one tracking link goes to you as an agent.

47:22

I will expand on that.

47:24

If you want to have multiple domains or URLs that all redirect to the same affiliate link so that you can track traffic—this is advanced, this is honors chemistry, right?

47:44

If you want to do that, you can.

47:47

We, Small Business Advantage, Illusional, will only provide you one agent link.

47:55

Does that make sense?

47:57

I already have one new domain and it’s forwarded to my agent link. Perfect, Donald.

48:01

I will put that on your brochure for you when we connect after this call, right?

48:11

Is there anything else I can do to help support you in your success, my VIP favorite agents? Like I said, we’re small enough now that I can personally get involved and give you what you need.

48:29

I can’t, I can’t promise that forever.

48:35

You will always be my favorites, yes.

48:38

Of course, yes.

48:41

It’s the hand…

48:44

…white-gloving that might suffer, but you will always have your place in my heart.

48:50

I’m very glad you’re excited, Donald.

48:51

I know you’ve been such a trooper and so patient through all of this.

48:55

I’ll tell you, Donald tried to buy immediately and, you know, like I said, beta breaks it. And so thank you.

49:01

You’ve helped make us better, but thank you for your patience in going through it.

49:04

Again, everybody can sign up on your own link. Yes, yes.

49:08

Just use a different email address, and if you’ve already gone through—if you’ve had an error, if it charged you, if there were any hiccups—send me a support ticket.

49:18

I’m gonna clear the cache, delete from the system, refund your money, and just ask you to start over and give you my sincere thanks for being so accommodating. Excellent, Steve. Awesome.

49:31

I’m gonna send you the brochure I made for you.

49:35

If you’ll just reply to that with any details—specific domains, phone numbers, emails that you want changed—hit me up then.

49:41

I just can’t keep track of it live on the call, but I will make those changes à la carte. Am I clear to sign up again, Thomas? You should be.

49:51

Let me… I had a conversation with the dev team at 10 o’clock right before this call with that instruction to clear you up. Let me make sure; I will let you know.

50:04

I think we have a—do we have a ticket going back and forth, Thomas?

50:10

And if you’re in the Slack, you know I’m there 24/7. No Slack?

50:18

Thomas, come hang out with us in Slack.

50:26

Yep, and again, yeah, it’s not—you have to have your own Slack account already set up, and then we can link to it. It’s Slack Connect, that’s how it works.

50:36

It won’t let me accept your invitation.

50:37

Yep, Thomas, that’s because you’re gonna have to start your own Slack account and then I’ll send you a new invitation once your Slack is established. And then what it’s gonna do is make those two Slacks talk to each other.

50:49

So you have to have a Slack for it to link.

50:53

That was a different setup for ERTC; it is different.

50:56

So, yeah.

51:00

Have you shared if we have our own websites at some point?

51:04

Brian, yes.

51:05

When you signed up to be an Illusional agent, I emailed you directly your affiliate link, which is the website, right?

51:16

It is your website, okay?

51:20

If you want to make it your own domain, like if you want to buy bryanwade.com—wait, that’s an email address.

51:28

If you want to buy wade.com, and when people go to wade.com, you want it to open your affiliate tracking link, you can do that, right?

51:38

But in that welcome email was your affiliate tracking link, which is your website.

51:44

And any customer that goes to your affiliate link and enters their information—name, business name, number of employees, etc.—and hits enroll, even if they don’t buy yet, if they don’t complete their transaction, we do have abandoned cart functionality.

52:03

We capture them as a lead, right?

52:05

And it is tracked to you.

52:08

And very soon, we’ll have that agent dashboard where you can log in and track everything—your paying customers, your leads. Yeah, it’s all going to be there.

52:20

All right, we’re coming up on the top of the hour.

52:22

Tommy, thank you so much for spending your time here with us today.

52:25

I feel like this was incredibly valuable information, like real-world, actionable, boots-on-the-ground knowledge.

52:30

Let’s make some sales. Thank you. Yep, absolutely.

52:35

Hey, thanks to all of you guys too for sticking in there.

52:38

You know, like Vanessa said, there’s a reason we do that—we want to try to break stuff.

52:43

We’d rather have it in-house with the family here than have a customer experience it.

52:49

So thank you guys for all participating in that.

52:51

And again, I encourage everybody here to sign up and play with the app. It’s a whole lot easier to sell the product once you’re familiar with it.

53:00

So good luck, and let me know if I can do anything to help.

53:03

Awesome, thank you so much, Tommy.

53:05

I hope everybody’s enrolled in the Facebook group.

53:08

Hit me in Slack or go to getsupport.biz.

53:10

I’m going to get to work on these brochures, but if you need anything, don’t hesitate to reach out.

53:16

Nikki’s standing by.

53:18

Again, thank you, Tommy.

53:19

Have a fantastic day, and we’ll talk to everybody next week.

53:22

Thank you.

53:23

Bye.