Moving a prospect through the pipeline
Prospects, Communicating, Quick Proposal (Insta Proposal) or Informed Analysis, converting to a Deal, and submitting the RFC.
Live Broker Session
Portal Training, Round Two: Pipeline, Implementation & the App
This one builds on the July 31 session and goes deeper into what happens after the RFC, how implementation actually runs, and getting hands-on with the demo app.
Zoom registration · Bring your questions
Date
Tomorrow
CT
10:00 AM
ET
11:00 AM
MT
9:00 AM
PT
8:00 AM
The Session
What You’ll Walk Away Knowing
Four things you’ll be able to do the same afternoon, not someday.
What happens after the RFC and MSA are signed
The full implementation handoff: welcome email from Steph, payroll call with Loretta, API and payroll build, marketing and open enrollment call, a two week enrollment window, then go live.
How to stay engaged so deals don't stall
Jump on client scheduling emails the moment they land. Don't wait for the follow up cycle to catch it for you.
Getting Demo App access
What the demo app is, where its limits are (it is not full member functionality), and how to request it: email Regine at team@quantumhb.com with “demo access to the Quantum app.”
Portal Access
Already have portal access? Come ready to dig into pipeline and implementation. Still getting set up? Send a quick note to team@quantumhb.com beforehand and we’ll have you squared away before the call.
July 30 Session
Catch Up First: The Launch Lab Recording
If you missed it, start here. Tomorrow’s training picks up right where this left off.
Watch the RecordingThe Momentum Formula
Enthusiasm times Urgency times Systems. A simple way to diagnose why a deal or a habit stalls, and where to focus first. Useful for anyone who feels stuck on activity, not motivation.
A live coaching example
Watch Coach Jenn walk a real broker from “I don't know what to do next” to a concrete next step in real time.
What's coming with AI at Quantum
Training that goes beyond Q&A, including a first look at tools built specifically for brokers.
The new employee focused marketing flyer
A first look at the flyer, and why it leads with employee benefits instead of employer savings.
Quantum Next Play
The announcement of a 12 week, mastermind style coaching series starting the third week of August.
Why this matters for tomorrow
The Launch Lab set the stage for the portal. Tomorrow's session picks up exactly where it left off: pipeline, implementation, and the app.
Still Open
Coach Jenn Wants to Hear From You
On the Launch Lab call, Coach Jenn asked every broker to send her a letter. That invitation is still open, and it shapes how future training and groupings come together. Write it the way you talk. Here’s what to cover:
- 1Who you are, your background, and why you do what you do. It doesn't have to be professional.
- 2A recent win you'd like to share, professional or personal.
- 3Your target for the next 90 days (or six months), whatever scope you're focused on.
- 4Why that target matters to you. This is as important as the target itself.
- 5Your current challenge or obstacle, personal or business, whatever's genuinely in the way.
- 6Your niche, who you're focused on reaching.
- 7The system you're building next. Not what you're already running, but what you need to build.
Where to send it: reply directly to Coach Jenn’s email, or send to team@quantumhb.com.