ACTIVATE · For Coaches
Built for coaches.
Built to scale.
Agent visibility, recruiting pipelines, session tools, marketing, and admin controls — all in one place.
Agent Visibility
See Every Agent. Know Every Number.
ACTIVATE gives coaches a real-time view of every agent in their market center — activity logged, goals set, pipeline health, and 4-1-1 progress — without waiting for a weekly check-in.
Your market center · At a glance
Coach Dashboard
A dedicated coach dashboard aggregates all agent activity within your market center. See who's hitting their numbers, who's falling behind, and where to focus your attention first.
Deep-dive on any agent
Agent Profile Pages
Click into any agent to see their full activity history, weekly stats, 4-1-1 targets vs. actuals, and coaching notes — everything you need to make the next conversation count.
Calls · Conversations · Appointments · Closed
Performance Overview
Track four core metrics across your entire roster. Spot trends week over week and identify which agents need a nudge versus which ones are in a genuine rut.
Goals vs. actuals · Every agent
4-1-1 Review
See every agent's annual GCI goal, monthly milestone, and four weekly targets — alongside what they're actually producing. Know before the 1-on-1 exactly where to focus.
Recruiting Pipeline
A Built-In Recruiting System.
ACTIVATE isn't just a coaching platform — it's a recruiting engine. From the moment a prospect fills out a form to the moment they join, everything is tracked and visible to the right coach.
Market-center scoped · Auto-filtered
Applications Inbox
Every time a prospect submits a full application listing your market center, it lands directly in your inbox — and nowhere else. No sorting required.
Soft leads · Same inbox
Learn More Inquiries
Agents who aren't ready to apply yet but want to learn more show up in the same inbox, clearly tagged. No lead falls through the cracks.
Full intake form · Contact · Notes
Prospect Detail View
Every submission includes the full intake questionnaire — production history, goals, current market center, coaching history, and more. You know who you're calling before you pick up the phone.
New · Contacted · Reviewing · Enrolled
Status Tracking
Move prospects through a clear pipeline with a single click. Every stage is timestamped so you always know how long a lead has been sitting.
Session Management
Run Tighter Sessions. Track Better Attendance.
Every Monday call and TWR session is tracked. Coaches see who showed up, who's slipping in attendance, and how participation correlates with production.
Every session · Every agent
Attendance Tracking
Log attendance for each Monday call and TWR session in seconds. The system tracks patterns over time — so when an agent starts missing sessions, you see it before it becomes a problem.
Auto-populated · Location-aware
Session Schedule
The schedule is automatically populated for each market center — with the correct address for your location and the correct time for your timezone. No manual event management.
Attendance + Activity = Insight
Accountability Loops
Cross-reference attendance data with activity logs. Agents who show up but don't produce need different coaching than agents who produce but stop showing up — now you can tell the difference.
Recruiting Marketing
Flyers and Marketing. Ready in Minutes.
Coaches use ACTIVATE's built-in flyer builder to promote Power Days, Info Sessions, and Preview Weeks — with real templates, live preview, and direct PDF export.
3 style variants · Live preview
Power Day Flyer
Fill in the date, time, location, and registration link. Get a fully branded POWERDAY flyer — dark, red, or clean style — ready to print and post in under two minutes.
For prospective agents
Info Session Flyer
A professional flyer designed to explain what ACTIVATE is and why agents should attend an info session. Everything a prospect needs to say yes to learning more.
Shadow before you commit
Preview Week Flyer
The Preview Week flyer targets agents who want to experience ACTIVATE before enrolling. A full week schedule, what to expect, and a clear CTA to claim their spot.
One click · Print-ready
Direct PDF Export
Every template generates a print-ready PDF directly from the portal. No Canva, no design software, no waiting on someone else.
Content & Playbooks
Deliver Consistent Coaching at Scale.
ACTIVATE coaches don't start from scratch every session. The platform includes shared playbooks, scripts, and training content — so every agent gets the same foundation, delivered through your voice.
Structure for every situation
Coaching Playbooks
A library of ready-to-use coaching playbooks for common situations: onboarding new agents, recovering slumping producers, preparing for Power Day, and more.
Share and reinforce in session
Script Library Access
The same script library your agents use is accessible during coaching sessions. Pull up the exact script mid-call, annotate it live, and reinforce what you covered during TWR.
Curated for your market center
Classes & Training Content
Push relevant training modules to your agents through the classes section. Keep the content fresh, organized by topic, and aligned with what you're working on each week.
Admin & Platform
Full Visibility Across All Locations.
Admins get a bird's-eye view across every market center — all applications, all users, all activity. Everything a coach sees, plus the ability to manage the platform itself.
Music City · Franklin · Murfreesboro
Multi-Market Center Management
Coaches see their own market center. Admins see everything. Each coach only sees their own agents — while admins operate across all locations.
Roles · Profiles · Permissions
User Management
Invite agents and coaches, assign roles, and manage profiles from the admin dashboard. Role changes take effect immediately — no IT ticket required.
Platform-wide communications
Announcements
Push announcements to all agents from a single interface. Important updates, event reminders, and program news — delivered to every agent's dashboard the moment you publish.
Track tool adoption
AI Usage Monitoring
See how agents are using the AI tools — script practice, business plan generation, content creation. Understand which tools are driving value and which ones need more promotion.
Get access
Run a tighter program.
ACTIVATE is already live at Music City, Franklin, and Murfreesboro. Talk to us about bringing the platform to your market center.