0:04 

Get started quickly. Wednesday, 11 AM. Vanessa, I didn’t mean to cut you off starting that. 

0:10

What were you? I was saying you started off and tossed it to me when you’re ready.

0:18

I bet you’re thinking, dang. Oh, did I lose audio? What’s that? Yeah, I lost the audio. Hear me now?

0:29

Yeah, you’re fine.

0:31

Yeah, I’m giving up on my headphones.

0:32

Sorry, guys.

0:38

I just use my straight laptop.

0:39

I don’t use headphones anymore.

0:43

They’re the bane of my existence, that’s for sure.

0:45

But yeah, I said, if you’ll get us started and toss it to me when you’re ready, I’m ready to go too.

0:59

Just wanted to talk a minute, man.

1:00

I’ve talked to several people, and I’m a little impressed with telehealth.

1:07

I’m a little impressed with how interested people are. I seem to be getting pretty open feelings about it.

1:15

One thing I’m doing today, and Vanessa, I know you did a couple of weeks ago, is I’m signing up personally today.

1:22

But one, because I want to see the experience, and two, to have the benefit.

1:27

And I would recommend anybody who’s on here do the same. I mean, it’s 39 bucks, so it’s not a whole lot. But that’s all I had to say. Vanessa, I know you have a couple of things to share, but let’s rock and roll. You want me to make you a presenter?

1:46

Let’s see, I’m trying to balance my chat and the screen.

1:50

I think I can grab it.

1:52

Folks, if you are, and we highly recommend that you do, be your own first customer, there are two things.

1:58

One, use your agent link to sign yourself up.

2:04

Two, use a different email address than your agent email.

2:11

Otherwise, our system gets confused.

2:12

We are working on it, but those are the two musts when you sign up.

2:18

And if you have any questions, let me know.

2:21

All right, there’s no reason not to sign up because you want to be very familiar with what you’re talking about and doing.

2:28

So it’s kind of a no-brainer.

2:30

I would highly recommend everybody sign up.

2:34

I’m signing up today, Vanessa.

2:35

I know your husband has already signed up.

2:39

So it’s a no-brainer.

2:39

I’m going to make you a presenter, Vanessa, because I know you have a couple of slides.

2:43

And let’s rock and roll. All right, I’m trying to balance my screen. Promoted, promoted — that’s easy. Let’s see. Thank you for the promotion. Let’s see how easy promotions are with SID performance-based. Let’s see. All right, can everybody see my screen? All right. I’m pulling up questions so I can balance. Let’s see.

3:13

Yeah, Brian, I went to Vegas. I met in Vegas last week.

3:17

It was one of the last three tour dates of the Scorpions doing U.S. show dates.

3:22

And so we went and saw them. It was awesome. It was very, very cool.

3:26

Very big lights, big stage, big show.

3:29

It was like going back 30 years in time and watching an ’80s concert.

3:35

My girlfriend absolutely loved it, which was pretty impressive because she’s not generally into that style of music, but it was cool.

3:43

That’s awesome.

3:44

Yeah, Brian was calling me from there.

3:46

You ran into Taylor Swift’s road manager?

3:50

I met her, yeah.

3:51

Yeah.

3:52

So my path to being Taylor’s best friend is well underway.

3:57

Now that she is engaged, I’m sure I will be invited to the wedding.

4:02

I talked to her about that, actually.

4:06

Well, thanks for keeping me in your heart and mind. All right, everybody.

4:10

Okay, so for today we will be talking about the small business advantage and the Illusional updates. On the agenda: the “I’m not a saleswoman” success story. If y’all have known me for 15 minutes or 20 years, you know I’m not out there hitting the bricks doing cold calling. I’m not a salesperson. I’m operations, I’m behind the scenes, I’m support.

4:41

But this weekend, I was with my best friend, she’s also my sister-in-law.

4:50

And her business is that she is an artist.

4:54

And she frequents artist festivals on the weekends.

4:58

You’ve probably been to one. It’s like the Renaissance Festival or artist markets — kind of like a farmer’s market, but instead of fruit, they’re selling artisanal wares.

5:09

And she makes funky jewelry.

5:12

And I love to go and hang out with her at these festivals where she sells her art.

5:18

And as we’re sitting in the booth, chatting it up, she asked me what was going on with my life.

5:24

And I was just telling her how excited I am to be working with y’all on this employee benefits package product.

5:34

I in no way, shape, or form was offering it to her as a customer.

5:42

It just hadn’t occurred to me, right?

5:43

I was just filling her in about my life.

5:46

And when I told her, as I was explaining it, she stopped me cold and said, wait a minute, do you know how much I’m paying Kaiser every month?

6:00

And do you know I still pay out of pocket to Amazon to use telehealth because telehealth isn’t covered?

6:07

And I said, oh yeah, as a matter of fact, I have really incredible insurance and I pay a different service for telehealth.

6:17

And as soon as this came out, I, under my husband’s company, enrolled in this.

6:22

I have insurance.

6:23

And she said, how do I sign up right now?

6:26

I’m not even kidding.

6:27

She interrupted my conversation about my life, our little sesh, and I pulled up the Illusional website. She skimmed over it and said, oh my gosh, it’s only 40 bucks.

6:43

And I was like, yeah, 40 per life, etc.

6:47

And she goes, oh, so my whole family would only be $120 because she’s got a husband and two kids.

6:53

And I said, oh no, it would just be $40 or $39.95.

6:59

One account covers the business owner, their spouse, and up to six children.

7:03

She was ready to buy it for four times the price.

7:07

And I got to go back in and say, oh no, no, no, it’s only $39.95.

7:11

And so, you know, done — easy sale.

7:14

But then she hit me with this.

7:17

She said, oh my gosh, every vendor here needs this.

7:22

And we looked around, and I looked up and down the street and saw no fewer than a hundred tents just on the road we were on.

7:32

We were in Grant Park by the Atlanta Zoo.

7:34

And I said, how many people are here?

7:36

She said, this show has 300 vendors.

7:39

And I went, oh.

7:42

And she said, yeah.

7:43

And this organizer, the organizer of the event, does multiple events every weekend all over the Southeast.

7:54

She said, and they try to sell me stuff all the time.

7:59

They’re actually trying to sell me stuff.

8:00

I have the connection right there.

8:02

Yup.

8:03

So I’m like, Marissa.

8:08

So not only did I get to experience firsthand the way this sells itself.

8:16

Like I said, I was not trying to generate a sale.

8:20

She said, shut up and take my money.

8:22

She literally made me stop talking so that she could sign up, okay?

8:27

Experiencing the reality that these business owners understand the value inherently, because this is going to save her thousands and thousands and thousands of dollars.

8:39

This will change her life.

8:43

Her solution is to take her family’s insurance to catastrophic coverage, max out the annual deductible,

8:51

so her monthly payment is bare minimum, and use telehealth because she’s only using telehealth anyway.

9:00

And then she’s going to give me the introduction to, and this is just one of the event organizers she knows.

9:07

She works with about 10.

9:10

She’s going to introduce me to every single event organizer that covers basically the entire Southeast United States, and we’re going to make them an association member so that the association earns a commission on every vendor that buys through them, and Melissa and myself, right? I’m going to make sure she’s going to be the agent for the association. So not only is it going to change her life that she gets this Illusional benefits package to help her, but as an agent, the income from the association that those event organizers will be marketing for her—which is the position you guys will be in when you hook up with associations, right?

10:00

It can put her in retirement in a few years.

10:04

That’s awesome. That’s awesome.

10:06

I see Donald asking some relative questions, and let’s just head straight on.

10:11

He’s an agent to see my sign-up, etc.

10:14

We’re working on the dashboard.

10:18

You want to give him an update on that?

10:20

Yes, absolutely. Donald, I know Donald was his own first customer.

10:26

Congratulations. The customer dashboard is up and running.

10:30

When customers sign up, you get a login to the Illusional.site platform where you manage yourself and your employees as Illusional customers.

10:40

The Small Business Advantage agent portal, which is what Donald’s looking for, is not yet up and running.

10:49

We’re finalizing that. We’re locking down security so that each of you has individual access so you can see your own leads—which are folks that sign up on the form but don’t complete their purchase—as well as all the deals. After your lead pays their membership and they become a customer, you’ll see all of that in your dashboard.

11:09

We expect that the first iteration of that is coming real soon.

11:16

We understand how incredibly important that is to y’all, and we are working on it.

11:24

And they’re asking about the association sign-up.

11:29

So that’s right.

11:32

If you are in conversations with an association, we will work with you on all sides.

11:36

So if you have a connection, absolutely let me know.

11:40

And I’ll facilitate getting that going with you, Steve.

11:47

Very cool. All right. What else have you got?

11:50

All right.

11:51

So everyone here on the call should have received their personalized, customized Illusional sales brochure this week. If you haven’t gotten it, please raise your hand and let me get it to you.

12:04

It is a digital and editable file, and I’m going to really quickly show you how you can edit it. But if you have any trouble, you just reply and I’ll take care of it for you. Now, just to clarify for me, are we calling this Illusional or Small Business Advantage?

12:21

Okay, cool. Sorry, Brian has been in my ear.

12:27

Are we calling this Illusional, or are we calling this Small Business Advantage?

12:31

Okay, Illusional is the product you’re selling, okay?

12:37

So ERTC Express was the company you were generating leads for, but the Recovery Profit System was your membership, your course, your training, your resources, okay?

12:50

Small Business Advantage is the course, training, and resources for you as agents where we can support you. Illusional is the company that is the product you’re selling. Does that make sense?

13:05

Yes, it is the definition of that now. Okay, so if everybody’s ready, I would love to review the brochure and show you how to edit it. Does that sound good?

13:17

Yeah. Okay.

13:20

All right, so I’m in Canva.

13:22

Everybody see my screen?

13:25

I want to make sure the screen changes when I pop this window over.

13:30

Yes? Okay, fantastic.

13:31

All right, so as you see, I’m making brochures for everybody.

13:35

So let’s start with a base, okay?

13:39

So what you will receive is an editable PowerPoint presentation that you can take to a printer.

13:46

So I’m going to convert this to PowerPoint so I can edit it exactly the same way you will edit yours.

13:56

This is what I will deliver to you, or I have delivered to you, okay?

14:06

It’s a PowerPoint file.

14:08

Look familiar?

14:10

Okay, so this came over to you, fully customized with your information that I have for you as an agent.

14:18

Now, that doesn’t necessarily mean it’s the information you want on the brochure, and that’s totally fine, okay?

14:25

Here it’s simple: click and type.

14:30

So if I wanted to change the contact agent to be Vanessa Roberts, okay?

14:49

And let’s put a phone number, okay?

14:55

Next page, make the same changes, okay?

15:14

Everybody with me so far?

15:15

Pretty easy to see.

15:18

It changes the size a little bit, but I just make it a little bigger.

15:25

Scooch it around.

15:27

Ooh.

15:30

So, not hard.

15:31

This will be your agent link.

15:35

That’s how it came to be delivered to you.

15:36

We created the QR code for you and put it in the file, so that is your tracking link.

15:44

So that’s it.

15:45

That’s all the customization.

15:47

Okay, you can take this to any—okay, Steve says that you might want to prove there are some words running together.

15:57

Some of the—you can just see like “access to,” “access to skilled,” at the beginning of the sentences there.

16:05

Yeah, the spacing threw off when we saved this PowerPoint.

16:09

Thank you for letting me know.

16:10

I will take care of that.

16:13

So this, you can take it to any print shop.

16:17

I like Office Depot, FedEx Kinko’s—I guess Kinko’s is gone—and the USPS Store.

16:23

You can print them.

16:23

What a lot of our folks are doing is saving it as a PDF after you make any changes that you want.

16:29

You don’t have to, but you can.

16:31

And then email it or deliver it as a digital file.

16:35

So you don’t even have to have it printed if you don’t want to.

16:40

So any questions about this?

16:43

You can change this to your headshot too if you want to.

16:45

That’s just a picture, all right?

16:52

Our next project, and this hasn’t been finalized yet, is business cards.

17:00

So we’ve got three drafts that we have narrowed down for the execs.

17:05

They are making the choice, okay?

17:08

There’s option one.

17:09

We’ll customize it to your name.

17:12

This will say “agent.”

17:13

It’ll be your email address provided and your phone number provided, okay?

17:18

It will be your QR code again, okay?

17:24

So that’s our first option.

17:26

Second, I like this because it’s front and back.

17:29

So on one side, it’s the logo.

17:31

And on the second side, we’ve got the agent’s name, a title, phone, email, and address.

17:43

And then the third option is a single with a vertical layout.

17:48

So we are waiting for the execs to decide, but I would love to hear what you think.

17:56

What’s your favorite design?

18:03

I like number one myself.

18:04

Yeah?

18:05

And mine’s a toss-up between two and three.

18:07

I like the vertical, I like the dark, but I know Brian really likes a clean background.

18:11

Reggie says number—

18:13

I think he entered too quickly.

18:18

All right.

18:18

Want to see it again?

18:19

Let’s see.

18:23

Okay.

18:24

So this is three, two—and that’s the two-sided—

18:29

I guess we can do two-sided things, but, and one.

18:33

All right, three, yeah, see, I think three’s pretty cool.

18:39

And again, all of them will be with your QR code.

18:43

And I can give you your QR code just as a digital file if you want to put it in your signature, your email signature.

18:53

Okay, if we’re doing a domain redirect, do you suggest writing it out or just using a QR code? Thomas, that’s a really great question.

19:00

On the brochures and on the cards, I did not include a web address field because your agent links are complicated. Yep. So it wouldn’t be attractive, and it would be complicated.

19:17

Folks, typing out that tracking link is difficult.

19:19

But if you are going to do a redirect link, for example, thomaspunch.com or illusionalagent.com, however you choose—

19:29

Yes, I would recommend editing the file to include a type-in-able URL. Yes, and I will help you.

19:41

If you have—and this is for you guys only, this is not an offer I’m making to any other agents—

19:47

If you have a domain redirect and you’re having difficulty editing the file, if you will reply to the email, open a ticket, etc., and tell me, “Hey, on my business card, hey, on my brochure, can you add this URL?” I’m not going to change your QR code because it’s going to go to the same destination, but I will add your primary URL for you. If you’re having trouble or difficulty with the design element, I’ll do it for you.

20:17

Again, don’t tell any of those bottom pictures.

20:24

Women’s nails into these about a whole run.

20:31

My fingernails.

20:33

Um, literally my fingernails look like pictures.

20:38

Uh, this is my P—I got you.

20:43

Yeah, Tommy, and while you worked at a Toyota store where they did ladies’ nails if they came in to do the oil change while they waited—and man, I tell you, it made it really easy to sell service.

20:55

I’d be getting oil changes every two weeks. Right.

21:01

All right, so for marketing materials, yes, business cards are next. I will customize them for you. Everybody else is just going to get a template.

21:10

Um, we have an email campaign that Brian is giving me, so I have been working on writing email campaigns. So we will have more than one, but Brian has one ready for us to publish and share.

21:24

It will be going up into the smallbusinessadvantage.net membership site as soon as that is published.

21:32

I did run into some technical difficulties with the server getting that membership site published, but I’ll have it in the next couple of days.

21:39

So you can all expect a welcome email with your credentials into the Small Business Advantage membership site. That’s where you’re going to find all of our recorded training.

21:49

We will start with last week’s training because it has been an Illusional focus, and we will include this week. And we’re going to set up our Small Business Advantage training calls, right, because it is separate from the Forge.

22:04

I will load up the template for the brochures.

22:07

I will load up the template for the business cards as soon as we have them, and I will load up all of our emails. What I’d like to know from you is, what’s next?

22:17

What marketing material? Good question here by Steve.

22:20

You said, are we sending a copy of the Canva or are we sending a PDF of that?

22:24

I share with you a PowerPoint so that everyone—you don’t have to use Canva to edit your brochure. I’ve made you a brochure in PowerPoint.

22:37

That’s what I shared with you so you can edit it.

22:40

Other agents who aren’t Forge’s VIP Platinum favorites, they’re going to get a Canva template or a PowerPoint template that they edit.

22:52

You can then save it as a PDF or have it printed, and that’s what you can email to your customers.

23:04

Donald, I just had dummy information in that card as a visual aid.

23:14

Steve’s requesting a Canva template, so I’m sure we can get it done, right?

23:18

Oh, absolutely, yes.

23:20

Steve, I might ask you how to share a template with you.

23:24

I’ve just never done it, but I absolutely know we can, and I will.

23:29

And that’ll help everybody.

23:30

Powerful app. Mastering it in itself is good knowledge.

23:39

Any of the graphics available separately to add to social sites like LinkedIn?

23:43

Do you mean the logo? We can share that. Absolutely, yes.

23:48

Yep. So the emails will be available in…

23:52

Yes. Okay.

23:53

So Steve, a lot of y’all are… There’s some crossover between Small Batch systems, and we will be adding the Small Business Advantage Illusional email campaigns to Small Batch and the DFY.

24:07

Yes, yes, we will.

24:09

So it’ll be available in both places.

24:11

Pics on the new brochures?

24:14

Okay, so we’ve got… okay, the Illusional, and then like, oh, I’m not showing.

24:21

You don’t know what I’m looking at.

24:22

Let me grab it and drag it.

24:24

So you mean like this picture here? These images, I can share those, yeah.

24:30

Well, I mean, they’re in your PowerPoint, so you can save them also, but yes.

24:38

Okay, so what are the next marketing materials you would like for me and the creative team to start working on for you?

24:46

I know someone has asked for a single-page flyer, so we’ve got that in queue as soon as we wrap up all of the emails and get that published.

24:55

That’ll be on the agenda.

24:59

Tommy has asked me for little animated videos to use for socials.

25:08

So we’re pricing that out, seeing how we can develop that.

25:11

I think it’s cool.

25:13

But yes, some social media.

25:16

Excuse me.

25:17

Somebody asked if Tommy is the CEO.

25:19

He is.

25:20

This is his baby.

25:20

He’s been working on this for almost two years.

25:24

I remember talking to him about it over a year ago.

25:28

So yes.

25:32

So let’s see.

25:34

Okay.

25:34

Most of y’all met Tommy, I’m sure, at our event.

25:38

Yeah, a leave-behind card.

25:40

Okay, like a postcard, Steve?

25:43

I like that too.

25:45

Okay.

25:46

Animated video, flyer, and a leave-behind card.

25:50

Okay, I’ll get those queued up.

25:51

Thank you.

25:53

So when you say a leave-behind card, you mean like a slick, similar to the brochure, but I guess an eight by eleven slick. Is that what you mean?

26:10

I’m guessing Steve’s typing.

26:15

Yeah, and if you have any examples of things that other businesses use that you would like for me to emulate or be inspired by, I love that kind of help.

26:27

Slick, probably four by eleven, Steve’s saying.

26:31

Okay.

26:33

Reggie.

26:33

Reggie asked how long Illusional has been offering telehealth.

26:37

Just to give you an idea, what Tommy worked on—and what did take a little bit of time—is that it originally only included the business owner. Through busting his ****, he eventually got it to where it would actually cover the business owner, the wife, and up to six kids.

26:57

That’s what we were banging on for over a year.

27:04

Awesome. Do we have any cold call scripts?

27:11

Well, Thomas, I mean, I know you know from the ERTC world, we don’t like to provide scripts because when you read a script, it gets real robotic.

27:20

So, Syd gives us awesome training with role-playing and conversations, but we intentionally don’t share word-for-word scripts. We do want to train you on understanding the full package offer so that next week—Vanessa, I’m sorry—we’ll work on some of that next week live.

27:41

Yeah.

27:42

Guy, yes, it’s for sure six. I’ll fix it. I use it as a compass and add my own lingo.

27:50

Perfect, Thomas. Yeah, we can get you bullet points and stuff. That’s the right approach. I like bullet points. Yep, yep.

28:00

Steve is saying the leave-behind is called a rack card, so we will work on that.

28:06

Alright, my next item on the agenda is training.

28:16

So, when I sent you all your agent links, I also shared a quick video that goes over the customer experience.

28:28

It is a complete walkthrough on how to complete a sale and what a customer has to do once they complete their purchase and have to enroll.

28:41

I’m going to go over it on this call because, love you guys, almost everybody who signed themselves up had at least a couple of questions or maybe some errors.

28:58

You are a business owner. When you sign yourself up, you receive a Business Sense account as a business owner.

29:08

If you have any employees, you are prompted to register them, and they receive Health Sense accounts.

29:17

Okay, so we had some folks ask questions like, how do I access my Health Sense account?

29:22

And the answer is, you don’t. You’re a business owner. You don’t get one, right?

29:27

We had some folks who signed themselves up, and they are automatically the business owner, but also registered themselves as Health Sense.

29:35

That caused some confusion.

29:37

So I’m going to play the entire video since I have you as a captive audience. It’s very quick, but when it’s over, I want to go over any technical questions because it’s really important that y’all understand the process.

29:52

So you can do it yourself if you want to be a member, but also so that you can help your customers as they go through.

30:00

And ultimately, this is the biggest one: if we can make the process better so that less training is needed, make it more intuitive, I want to make those improvements because the customer experience for onboarding and fulfillment is my primary objective.

30:21

All right, so if there are no other questions about what we’ve gotten so far, I’d like to play that video so that we can do an FAQ about the process after.

30:33

Everybody ready?

30:39

All right, Steve, that’s very good for us to know.

30:42

I’m making a note that you signed up last week as a business owner, but received an email yesterday for HealthSense.

30:49

That is a technical glitch.

30:51

I’m saying it out loud so that we can all note that we have to look into why that happened and solve it. Thank you. All right.

30:59

I’m going to share this video.

31:02

Please stick with me because I’ll be back after it plays so we can talk about and answer questions. Okay.

31:09

Here we go. Hi, team.

31:16

I’m going to walk you through referring to a deal using your tracking link.

31:20

So here you’ll see the dot com home page.

31:24

I’m going to grab Tim’s referral link and put it right here in the address bar.

31:37

See, this says referral code ID 60852. That is specific to Tim.

31:44

When I hit enter, you’ll see that it is the same page, but you can see your referral code here.

31:51

This link can be masked with a redirect or code if you choose to, as long as the destination URL, when you get to the page, does show your user ID. You’re good. So you can either scroll down or use the “Start Today, Enroll Now” jump-down button that brings you to the opt-in form. Okay, I’m going to complete the purchase, grab an old email. Okay, I will select the number of employees, jump down here, and complete my address.

32:38

I will opt in to email and SMS. This is so we can follow up.

32:43

If they don’t complete their purchase, we have the right to email, text, and call them.

32:48

I’m going to click enroll.

32:51

Here we have the calculation—number of employees I entered on the front page.

32:55

My cost per member is $39.95.

32:56

We do have a service fee for credit card transactions.

33:00

It calculates the amount of the monthly bill as $83.90.

33:05

Our ACH option, when we roll it out, will have no service fee.

33:09

This covers merchant account credit card transaction fees.

33:15

I’ll enter in my… okay, and then confirm.

33:26

Here, you’ll see these progress alerts.

33:29

This lets the customer know that things are happening while there is a slight delay as we complete their transaction and auto-enroll them into their account. So there’s no need to go hunt for an email or find your password. That information is sent to them simultaneously, but we really want to keep them in the flow, in the process. As you can see, I have enrolled myself. By default, I am the business owner. I received my business account. The next step is to add my employee—different email address, etc.—save.

34:20

And then you’ll see that he’s listed here.

34:23

The next step we see here: unsynced.

34:28

The next step is to sync data for enrollment.

34:30

That is going to communicate the information that’s been collected here with our partner that establishes the Business Sense account for the business owner and a HealthSense account for the employee, as many as they’ve added.

34:45

The Business Sense—just the same way—we were auto-routed into the Illusional dashboard.

34:53

This is the Illusional customer dashboard for them to complete their enrollment.

34:56

As soon as they sync data for enrollment, they will be auto-logged in, so to speak, in the partner interface, the Business Sense interface, where they will need to complete their onboarding. Okay?

35:12

At that same time, their employees will be sent emails delivering the HealthSense.

35:19

They’ll have credentials, etc., so their employees can log in and finish setting up their accounts. Okay?

35:25

If at any time your customer needs access into the Business Sense, they can click this link right here under Quick Links.

35:33

If their employees need access to HealthSense, they can either ask their boss, reach out to support, or refer to their email. But this HealthSense link will allow the business owner to share, just for convenience, the URL that they need to log in.

35:52

And of course, on this page, there is a forgotten password interface.

35:56

So this is just purely for convenience.

35:58

This link right here, “Business Package Docs.”

36:01

This is the formal detailing of everything that’s included for the business owner. It will also be emailed to the business owner.

36:08

Okay. All right, so we’ve jumped over to my business owner email account, and I see my “Welcome to Illusional” onboarding credentials email. Okay, here we have a confirmation of my two memberships. It clarifies one business owner and one employee. It double-confirms the amount that will be billed and includes the 5% service fee because they used a credit card.

36:32

It does confirm monthly renewal and provides terms and conditions. So to finish setting up the process, they can log in.

36:41

So I’m going to copy my password and click here to validate. Okay, all right.

36:49

I got Vanessa at voicedrops.net, and I’m going to paste in that password and then log back in.

37:01

So here’s the dashboard on subsequent logins after initial enrollment. When we come over here to employees, here’s where myself and an employee are registered.

37:14

So that’s everybody synced, and if they have any questions, they can reach out to support@illusionals.com

.

37:22

Myself and our support team are standing by to help them with anything they need.

37:27

And if you have any questions, just let me know.

37:29

Thanks.

37:44

All right.

37:45

All right.

37:46

Okay.

37:49

So everybody, I didn’t have audio on my end, but I wanted to make sure everybody else got through it.

37:53

It’s like playing a replay or whatever, kind of, yep.

37:56

Yeah.

37:57

Okay, let’s see.

37:58

Because your phone number is listed in the upper right portion of the website, how do you handle my clients calling that number? Thomas, that number is for support.

38:05

We don’t make sales through that. So, honestly, it’s the same situation with ERTC.

38:12

You are going to need to make sure your customers opt in through that lead capture.

38:19

As long as they enter their name, email, etc., on that form, they are hard-coded to you.

38:25

On the back end, we take any of those leads and help follow up.

38:29

We help make those sales for you.

38:31

And as long as they are registered on the front end on your tracking link, then at any stage, no matter who closes it, that does track back to you.

38:40

Yep.

38:41

What if an employee doesn’t have an email address?

38:43

Can they put in N.A. or just leave it blank?

38:46

Paul, they have to have an email address, right?

38:49

They get their HealthSense onboarding package delivered via email.

38:54

If they don’t have an email, they cannot create an account for the employee. The employee can’t access their benefits. So yes, the answer is they have to have an email for the employee. Let’s see—Steve, I’m gonna have to take that one online from the app store, but I see you and I’ll get you an answer. How can we tell if we are in or not currently as a business owner?

39:23

All right, so in that video you saw where you got a “Welcome to Illusional” email, right?

39:30

That logs you into your business owner portal, and on your business owner portal on the employee management tab, you can see your own name listed as business owner.

39:46

It also shows the sync status.

39:48

As long as you are listed as business owner, Business Sense, it is the topmost listed name and it shows as synced, then you’re in. Okay?

40:00

Why two memberships for you and your husband?

40:03

That was just an example, Reggie.

40:05

I had to show you in that video how to make a purchase and enroll an employee.

40:10

That was just for show and tell.

40:13

In our actual company account, my husband is the business owner and I am not an employee.

40:21

However, he does have employees that he registered individually under himself.

40:26

But for show and tell, we did it that way.

40:30

You’re very welcome, Paul.

40:31

All right, so for the customer experience, any questions there, right?

40:40

So we complete the purchase and the customer is automatically logged into their Illusional dashboard where the business owner manages their employees. That is what the Illusional dashboard is for.

40:56

We manage their subscription. This is where they can update their billing information.

41:03

This is where they can add and remove employees.

41:06

This is not where they access their benefits package, right? This is employee management and subscription management. Does that make sense to everyone?

41:17

Right, the business owner accesses their benefits through the Business Sense dashboard, and employees are emailed access to HealthSense. Employees never access the Illusional dashboard. Okay? Is the environment making sense? I want to make sure everybody understands the landscape.

41:47

We don’t want you to have to provide support, right?

41:51

We want you to be able to have your customers reach out to Illusional support.

41:58

We are going to be proactively reaching out to them to support them and make sure they are working their way through the onboarding. However, we do understand that if you have a relationship with these folks, they may ask you questions.

42:14

We want you to be empowered to help them if they come to you.

42:20

You can always refer them to us, but we do understand that in the moment, if you’re sitting next to them, logging them in, helping them face to face, if you’re on the phone, or if you’re doing a Zoom screen share, we want you to have the confidence that when you are walking someone through it, you absolutely understand what’s happening.

42:38

I know I never like to be put on the spot and not get it, right?

42:44

So I don’t want you to have to provide the support, but I want you to be able to if you need to.

42:51

So are there any questions about the onboarding experience?

42:57

All right, we are working on a sandbox demo-style environment for y’all to practice in. I know that had been requested.

43:09

It is, you know, a big development—it is a large project.

43:14

So we don’t have it yet, but we do understand that it will help you.

43:18

So we are working on it so that you can go through the entire process, start to finish, without spending money on a bank account, right?

43:28

But you can experience everything from zero to a hundred and know it like the back of your hand.

43:39

Thank you, guys.

43:40

Thank you for that feedback.

43:43

I want it to be helpful because understanding this can make all the difference.

43:55

All right, so I don’t see any other questions, Syd.

43:58

Do you?

44:00

No, no, no, I think that’s good.

44:03

So, um, you got anything else you want to talk about?

44:06

Vanessa, that’s my agenda for the day.

44:09

All right.

44:10

So, let’s plan for next Wednesday.

44:14

We’re going to go over a little bit of—not necessarily cold call—but at least bullet points of the message you want to get across, whether you’re doing email or just the flow of the offer.

44:25

Okay.

44:26

And Donald’s asking, what about the business card?

44:30

When do we feel that we could send that over?

44:32

Yeah, I’m just waiting on the executive team to choose the design that they are stamping for us to distribute. So as soon as I get that approval, I will email everyone their customized card with your QR code, your information, etc., so you won’t even have to mess with it.

44:53

All right, and then Steve’s asking, do we have a date when we think we can get info on businesses more than owners, with all the particulars for associations?

45:02

If you have an association you want to work with now, reach out to me in support. We’ll help you one-on-one.

45:11

We don’t have formalized information, but we don’t want to hold you back.

45:17

So if you’ve got somebody you know—like me and the event planners—Brian is helping me one-on-one with that because we don’t want to waste time or opportunities.

45:27

So just reach out for support and we’ll take care of you.

45:30

And as soon as we get formalized details on that process, I’ll be able to share it, but don’t let that hold you up.

45:40

Realize, because you’re a Forge member, you get access to all this stuff, not only at a virtually free cost, but you also get access to it weeks, if not months, before everybody else.

45:55

So Thomas asked a question that we touched on last week, and I will clarify again.

45:59

When will we be able to add agents?

46:02

Okay, so the sub-agent concept that we had with ERTC is not applicable here. What you will be able to do is refer agents into the Small Business Advantage course, and you will be the referral agent to them, okay.

46:24

So yes, their deals will be tied to yours, but this is not a situation like ERTC, where you could have a sub-agent that didn’t go through the course.

46:35

And without getting too deep into it, that led to some complications, right?

46:39

They were not trained thoroughly.

46:44

And we have a lot of compliance we have to manage super tight with this.

46:50

So the only agent—I’m trying to mention how many of the sub-agents are now hitting this up going, “I signed up somebody two years ago, what’s going on?”

46:56

Yeah.

46:57

You know, they come out of left, you know, swing.

47:01

So it’s horrible.

47:02

The only way someone will be able to be an agent for Illusional is when they are a full Small Business Advantage member, but you will be the referral agent for that Small Business Advantage member and your deals will be associated.

47:19

You will earn an override on that agent’s deals, but there will not be any free agents where you just sign somebody up and then give them some of your money. That will not be an official situation.

47:31

You will have one link for yourself that tracks your deals, and any association deals that you connect with, any agents you refer, et cetera, will be reflected appropriately, but separately inside your dashboard. You will not be responsible for the commissions, training, onboarding, or anything for people you refer as, quote, in a different situation, the sub-agent.

48:03

So the concept is different, but once the Small Business Advantage course is available for purchase, we will allow you to refer people into that course and have a relationship with them on their deals. So Thomas, does that answer your question?

48:31

Yeah, it takes a lot of the responsibility off of you, and it allows us to stand behind our compliance and training.

48:39

It’s our responsibility to make sure that they function correctly and can enforce their ability to participate with their compliance, right? We don’t want anybody going out of pocket or off-script.

48:55

Thomas, yes, they will have to purchase the course.

48:59

And if they… the $2,500—

49:01

Platinum, it’ll be $2,497.

49:03

Yeah, that’s the fast track to Platinum.

49:05

And that’s up to them.

49:06

There will be less expensive options, but they don’t fast track to Platinum with the other options.

49:13

But yes, they will have to enroll in the course.

49:19

Will their link be tied to our link to make it happen?

49:22

Donald, on the backend, you will be recorded as their referrer, their referral agent.

49:28

And in your dashboard, you will see deals they produce, as you are the referral agent, and you will see the commission you earn on deals they produce.

49:40

But their link will be their own link, and there is a connection on the backend so that the deals are tracked back to you.

49:54

All right.

49:54

All right.

49:55

All right, rock and roll.

49:56

Hey, listen, everybody. Let’s get ready next Wednesday.

50:01

We’ll do some live stuff.

50:03

Anybody wants to get on and role-play?

50:05

I’m game. It always helps.

50:07

So come ready and let’s rock and roll.

50:09

Vanessa, thank you so much.

50:11

I appreciate you. You did great. Thank you.

50:16

Thanks, everybody. Thanks, Ed.