PBIQ Academy · Internal Sales Portal

HOA & Club Sales Command Center

Everything Patrick needs to convert HOA and club opportunities: email sequences, call script, questionnaire, plans, proposal copy, ecosystem overview, and onboarding checklist.

Overview

PBIQ HOA Sales System

Use this page as Patrick’s private sales playbook. Start with the lead, guide them to a call, recommend the right community plan, then move them into onboarding.

12
Email Templates
New lead, discovery, follow-up, onboarding
5
Pre-Call Questions
Fast form for HOA/club discovery
3
Community Plans
Spark, Pro, Elite
1
Sales Hub
Everything in one place
Pipeline
LeadForm or referral
Discovery20-minute call
ProposalPlan recommendation
Follow-Up10-day sequence
WonContract signed
OnboardingPortal + launch
Templates

Email & SMS Sequences

Click each sequence, then use the copy buttons to paste into GHL workflows. Replace bracketed fields with GHL custom values or manual personalization.

Sequence 1 — New Lead Welcome

Triggered after someone opts in. Goal: warm intro and book a discovery call.

Trigger: Form Submit
SMS · +30 minutes

“Hey [First Name], it's Patrick Côté from PBIQ Academy. I just saw you reached out — I'd love to show you what we've built for pickleball communities like yours here in Southwest Florida. I'll send you an email too, but feel free to grab time on my calendar whenever works. Talk soon!”

Sequence 2 — Discovery Call Reminders

Triggered when a prospect books a discovery call. Goal: reduce no-shows and prepare the conversation.

Trigger: Appointment Booked
SMS · 1 hour before call

“Hey [First Name] — Patrick here from PBIQ Academy. Our call is in 1 hour! Here's the Zoom link: [ZOOM LINK]. Looking forward to chatting about your community. See you soon!”

Sequence 3 — Post-Call Follow-Up

Triggered manually after the discovery call. Stop the sequence when they sign.

Trigger: Manual Post-Call

Sequence 4 — Onboarding

Triggered when a deal is marked Won. Goal: make the HOA contact feel confident and clear.

Trigger: Deal Won
20-Minute Discovery Call

Patrick’s Call Script

1

Warm Opening — 2 minutes

“Thanks for taking the time today. I’d love to learn about your community first, then I’ll show you where PBIQ may fit.”

2

Understand the Current Program — 5 minutes

  • How active is pickleball in your community?
  • What is working well?
  • What feels missing or unstructured?
3

Identify the Pain Point — 4 minutes

Listen for: no structure, inconsistent engagement, ambassadors needing support, players plateauing, or lack of programming.

4

Introduce PBIQ — 4 minutes

“PBIQ gives your community a complete pickleball ecosystem: assessments, courses, AI SmartCoach, ambassador certification, and support.”

5

Recommend the Plan — 3 minutes

Match plan to member count and needs: Spark for smaller groups, Pro for growing communities, Elite for full ambassador certification and deeper support.

6

Close Next Step — 2 minutes

“The next step would be to start with [Plan Name]. I can send the agreement today and we can have your portal moving within the week.”

Pre-Call

Questionnaire for HOA/Club Leads

Build this in GHL Forms and link it in the confirmation email.

1. How would you describe your community’s pickleball program right now?

  • Just getting started
  • Open play and casual events
  • Ambassadors/events but inconsistent engagement
  • Solid program, ready for next level

2. Roughly how many residents actively participate?

  • Under 25
  • 25–50
  • 50–150
  • 150+

3. What are the biggest challenges? Select all that apply.

  • Members want to improve but don’t know how
  • Engagement drops off
  • Ambassadors have no structure or training
  • Not enough variety
  • Want pickleball as community-building tool

4. Who is involved in the decision?

  • I can decide
  • HOA board or committee
  • Club president or leadership group
  • Still exploring

5. Anything specific you want Patrick to know before the call?

Use long text field.

GHL setup: Sites → Forms → New Form → add radio fields for 1, 2, 4; checkbox field for 3; long text for 5. On submit, notify Patrick by email/SMS.
Offer Structure

Community Plans

Community Spark

$[Price]/mo
Best for under 50 active players
  • PBIQ Score Assessment
  • Partner IQ Assessment
  • Core 5-Pillar course access
  • Basic community portal
  • Monthly engagement prompts

Community Pro

$[Price]/mo
Best for 50–150 active players
  • All Spark features
  • All 5 assessments
  • Full drill library
  • Video analysis option
  • Quarterly strategy check-in

Community Elite

$[Price]/mo
Best for 150+ players or serious HOA programs
  • All Pro features
  • Ambassador Certification
  • Launch event support
  • Priority support
  • Custom engagement calendar
What PBIQ Includes

PBIQ Ecosystem

PBIQ Score

Player assessment that reveals strengths and blind spots.

Partner IQ

Doubles partnership assessment and communication insight.

Wellness

Supports sustainable performance, energy, and enjoyment.

Axiology

Helps understand decision tendencies and value patterns.

SmartCoach

AI guidance based on PBIQ philosophy and methodology.

5-Pillar Course

Concentrated Energy, Defense, Transition, Dinking, Decision IQ.

Ambassador Certification

Turns committed players into confident community leaders.

Video Analysis

Targeted feedback to help players see and correct patterns.

Copy Generator

Simple Proposal Generator

Enter the details and copy the generated recommendation into an email or proposal.

Your proposal will appear here.
After Closing

Onboarding Checklist

Internal Steps

  • Deal marked Won in GHL
  • Plan tag added: Spark / Pro / Elite
  • Community portal created
  • Login details generated
  • Onboarding call scheduled
  • Ambassador candidates added
  • Launch event date selected

Join the Wellness Club.

Stay up-to-date with our newest events,

seasonal specials, promotions, and health news.

Unable to find form

Empowering Your Path to Wellness

Quick Links

HomeTitle

About Us

Services

Testimonials

FAQ's

Blog

Quick Links

Location: 20340 Foxworth Cir, Foxworth Circle, Cascades, Estero FL 33928

Phone: (239) 505-8620