A complete platform for coaches and market center leaders — agent visibility, recruiting pipelines, session tools, marketing, and admin controls, all in one place.
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.
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.
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.
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.
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.
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.
Every time a prospect submits a full application listing your market center, it lands directly in your inbox — and nowhere else. No sorting required. Only your leads, visible only to you.
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 — and you can reach out while interest is warm.
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.
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 — and when it's time to follow up.
Every Monday call and TWR session is tracked. Coaches see who showed up, who's slipping in attendance, and how participation correlates with production.
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.
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.
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.
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.
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.
A professional flyer designed to explain what ACTIVATE is and why agents should attend an info session. Everything a prospect needs to know to say yes to learning more.
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.
Every template generates a print-ready PDF directly from the portal. No Canva, no design software, no waiting on someone else. Customize, preview, export, post.
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.
A library of ready-to-use coaching playbooks for common situations: onboarding new agents, recovering slumping producers, preparing for Power Day, and more. Frameworks that work, every time.
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.
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.
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.
Coaches see their own market center. Admins see everything. The same RLS policies that protect coach-to-coach data ensure each coach only sees their own agents — while admins operate across all locations.
Invite agents and coaches, assign roles, and manage profiles from the admin dashboard. Role changes take effect immediately — no IT ticket required.
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.
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.
ACTIVATE is already live at Music City, Franklin, and Murfreesboro. Contact Evan to discuss bringing the platform to your market center.