Key Docs: TR 101 High Level View (Spreadsheet) Curriculum Doc — Tab 3 (previous version)
What this task covers
Build out the TR 101 curriculum framework AND scope the full ops, admin, and GHL setup required to deliver it.
Current status
Curriculum is locked. Sessions at a glance, full session detail, pre-work, post-work, pre-work emails, and homework are all written and in the spreadsheet. Ops and GHL scope written for Sherrie, AJ, Paul, and Mich.
Mich has the deepest institutional knowledge of coaching delivery logistics on the team. Her review of the ops scope — particularly the session delivery checklist and GHL build — should be treated as a quality check before any build begins.
Confirmed decisions
TR 101 is training, not coaching — standardized 8-session program, same content for every client Program structure: Sessions 1–2 leader only | Sessions 3–8 leader + all reps Delivery: 8 sessions, 60 minutes each, live Zoom Cadence: twice a week for existing teams; daily Mon–Thu for new rep onboarding cohorts Delivery model: Facilitate → Model → Practical Application + AI Simulator post-work TR 101 clients get Flight School (LearnWorlds) access — tier TBD (Chuck to decide) TR 101 is a separate product from 1-on-1 Coaching — new pipeline, new tags, new automations in GHL Pre-work emails, homework, and deliverables are standardized per session (all written) Ashlee assigns coaches — Chuck is pulling back, most TR 101 sessions go to Mike or Brian Sherrie (GVA) is the primary delivery ops owner — she supports Mike and Brian's sessions Mich only covers delivery ops if Chuck delivers a session (rare exception), but reviews the full scope for accuracy
Coach assignment & delivery support
[table-embed:1:1 Coach | 1:2 Delivery support | 2:1 Mike Alvarado | 2:2 Sherrie (GVA) | 3:1 Brian Simpson | 3:2 Sherrie (GVA) | 4:1 Chuck Thokey (rare) | 4:2 Mich (EA) |] Sessions locked
[table-embed:1:1 Session | 1:2 Audience | 1:3 Topic | 2:1 1 | 2:2 Leader only | 2:3 Key Competency List + Training & Accountability + Sales Meetings + Power Hour + Training Manual Overview | 3:1 2 | 3:2 Leader only | 3:3 Sell Sheet + PRO Presentation Framework | 4:1 3 | 4:2 Leader + Reps | 4:3 Philosophy + Prep + Entry & Warm-Up (Step 1) | 5:1 4 | 5:2 Leader + Reps | 5:3 Survey + Walking the Job + Inspection (Steps 2–4) | 6:1 5 | 6:2 Leader + Reps | 6:3 Presentation & Demo (Step 5) | 7:1 6 | 7:2 Leader + Reps | 7:3 Trial Close + Price Presentation + Sell Sheet (Steps 6–7) | 8:1 7 | 8:2 Leader + Reps | 8:3 Closing Strategies + Objection Handling + Button-Up (Steps 8–9) | 9:1 8 | 9:2 Leader + Reps | 9:3 Financing + Follow-Up + Recap Key Takeaways + The Road Ahead |] Admin & ops build required
AJ — Aldrine Joseph Rogacion (CSM / onboarding): Create TR 101 ClickUp client task from template when payment received Send agreement + SOW Book kickoff call (Ashlee + leader) Add client to Clients list in ClickUp (product = TR 101) Create Google Drive client folder Collect rep list from leader → hand to Paul for Flight School provisioning before Session 3 Notify Sherrie (or Mich if Chuck's client) that onboarding is complete and scheduling can begin Flag Session 8 completion to Ashlee for upsell; update ClickUp to Completed
Sherrie — GVA (delivery ops for Mike + Brian's sessions): Schedule kickoff call + Session 1 invite (leader only) after AJ handoff Confirm rep list provisioned in Flight School before Session 3 Send Session 3–8 invites to leader + all reps Send pre-work email 3–5 days before each session (copy in spreadsheet) Send homework same day as session (copy in spreadsheet) Retrieve Fireflies recording within 2 hours of session end + log in ClickUp Move pipeline stage in GHL after each session (manual session counter) Send next session invite within 24 hours of current session Flag Session 8 completion to AJ
Mich — EA (delivery ops for Chuck's sessions + institutional quality check): Same delivery ops checklist as Sherrie, applied only to Chuck's TR 101 clients Review the full ops scope and flag anything that doesn't match how 1-on-1 Coaching currently runs before Sherrie and AJ begin operating
GHL build required (Paul)
New product at $9,997 (separate from 1-on-1 Coaching) New pipeline: Lead → Discovery → Proposal Sent → Agreement Signed → Payment Received → Active S1–S8 → Completed → Upsell Offered → Upsell Won Tags: TR101-Active, TR101-Leader, TR101-Rep, TR101-Completed, TR101-UpsellOffered Custom fields: TR101-Current Session, TR101-Total Sessions, TR101-Cohort Type, TR101-Coach (Chuck | Mike | Brian), TR101-Trade, TR101-Rep Count, TR101-Flight School Access Post-purchase automation: tag contact, notify AJ, send Session 1 pre-work email, create ClickUp task via Zapier 8 pre-work email templates in GHL — triggered by manual pipeline stage move (Sherrie or Mich) Session counter = pipeline stage move (no separate custom field automation needed at launch) Post-completion automation: tag TR101-Completed, notify Ashlee, enroll in nurture, send NPS survey at 7 days LearnWorlds rep provisioning process — blocked until Chuck confirms Flight School tier ClickUp TR 101 task template: parent + 8 session subtasks with session date, coach, Fireflies link, pre-work sent Y/N, homework sent Y/N, deliverables sent Y/N, notes
Open blockers
[table-embed:1:1 # | 1:2 Item | 1:3 Owner | 1:4 Status | 2:1 1 | 2:2 Flight School tier for TR 101 clients | 2:3 Chuck | 2:4 TBD | 3:1 2 | 3:2 Installment payment option (yes/no + structure) | 3:3 Chuck | 3:4 TBD | 4:1 3 | 4:2 Max clients at launch | 4:3 Chuck | 4:4 TBD | 5:1 4 | 5:2 Generic PRO Presentation slide template (Session 2 deliverable) | 5:3 Jet | 5:4 Not built | 6:1 5 | 6:2 PRO Presentation explainer video (Session 2 pre-work) | 6:3 Chuck/Mike | 6:4 Does not exist | 7:1 6 | 7:2 Financing Presentation video (Session 8 pre-work) | 7:3 Chuck/Mike | 7:4 Unconfirmed | 8:1 7 | 8:2 TR 101 Client Agreement + SOW | 8:3 Rob + Ashlee | 8:4 Not started |] "Who delivers TR 101" is no longer a blocker — Ashlee assigns, Mike/Brian are default. Paul should include Brian in the TR101-Coach dropdown.
Due 2026-07-31