KICKSTART by WiBiz

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Module 1 Knowledge Check

3 scenario questions • 2/3 to pass • Unlimited retakes

Welcome to Kickstart.

Your Kickstart Part A Core Activation. Complete all 7 modules before your first prospect conversation. Part A is an activation, not a certification.

1

Complete Module 1. Unlocks WiBiz portal access immediately. Don't wait.

2

Complete all 7 Part A modules in sequence. Each one builds on the last. Don't skip ahead.

3

Pass the final assessment (8/10), submit your debrief, and sign the Operator Conduct Declaration. Your Kickstart Activation Sign-Off is then issued.

Welcome back, James.

Kickstart in progress · WiBiz portal access active since Module 1 · Part A final assessment unlocks after all active Part A modules

Your path to Kickstart Part A — Core Activation

1 of 4 gates complete

✓

Module 1 complete
Portal unlocked

0

Modules 2–7
In progress

K

Final assessment
8/10 to pass

✦

Activation Sign-Off
issued

Your referral URL — use this for every prospect, every time

scale360.wibiz.ai/?ref=JW-BC360-2847

Every prospect must enter through this URL or commission is not attributed. No exceptions. This is your link — protect it.

Modules

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Assessment

Pending

Unlocks after active Part A modules

Activation

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Tier 1 Sales Activation pending

Module 5 — Your Role in Delivery Quality

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Kickstart Modules

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Part A Activation Gates

1

All Part A modules complete

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In progress

K

Part A final assessment

10 questions · Min 8/10

Locked

D

Delivery debrief

400 words · 4 required elements

✍

Operator Conduct Declaration

DocuSeal · WiBiz counter-signs

Part B — Advanced Practitioner

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Quick Access

WiBiz sales materials and pitch decks

Vertical explainer videos

Pricing and commission reference

ClearPath process guide

Contact WiBiz operator support

Congratulations, James.

You now hold your Kickstart Activation Sign-Off. Part A is complete, your referral commission is live, and Part B can now be unlocked separately.

✦

Kickstart Activation Sign-Off

Part A — Core Activation complete

James Wu

Issued 24 March 2026 · Activation ID: KS-2847-2026

Your referral URL — every prospect, every time

scale360.wibiz.ai/?ref=JW-BC360-2847

Commission is attributed at form submission via your link. Verbal referrals are not eligible. Log every contact the same day you make it.

Delivery Debrief

Minimum 400 words · All 4 elements required · Internal team review is required before activation is issued

Debrief Requirements

Element 1

What phase of the delivery you observed

Element 2

One thing the delivery lead did that you would model

Element 3

One question you still have after observing

Element 4

One thing you would have done differently and why

Your Debrief 0 words

Operator Conduct Declaration

Read and sign the Kickstart Operator Conduct Declaration · WiBiz will counter-sign within 24 hours

Kickstart Operator Conduct Declaration

Preparing your declaration form...

Module 1 - What You're Selling

Before your first conversation, you need the positioning, the three plans, the ClearPath story, and the right terms on the tip of your tongue.

Your One-Sentence Position

"WiBiz is a complete AI-powered communications system that handles every customer inquiry, booking, and follow-up across every channel, 24 hours a day, configured specifically for each business and certified live within days of signing."

The Three Plans

SMB Lite
$199/month | $199 setup | Annual $1,999
One channel. 500 conversations. Basic inquiries and lead capture.

SMB Standard
$499/month | $799 setup | Annual $4,990
Two channels. 1,500 conversations. Booking, reminders, payment links, CRM pipeline.

SMB Pro
$899/month | $2,500 setup | Annual $8,990
Three or more channels including AI voice. Priority support.

Present annual pricing on every Standard and Pro conversation. Monthly is a concession, not the default.

ClearPath in One Paragraph

When a client signs with WiBiz, they enter ClearPath. The system goes live within 3 business hours of the onboarding form being received. That moment is Signal Launch. From Day 2, WiBiz Academy runs automatically in the background. Within the first 10 days, the AI passes a 10-Question System Test. When it passes, Specialist Mode unlocks. The client exits with a ClearPath Certificate. You set the expectation. WiBiz delivers it.

Terms You Must Use Correctly

ClearPath Activation
The complete client launch system. Not setup.

Signal Launch
The moment the live system goes on. Not a kickoff call.

Receptionist Mode
The AI's starting state for basic inquiries and bookings.

Specialist Mode
Full capability after the 10-Question System Test passes.

MindMap Session
The knowledge base calibration session run by WiBiz.

WiBiz Academy
The automated 30-module activation journey. Not a course.

What Activation Sign-Off Authorises

Use of Scale360 and WiBiz sales materials, referral commission, observer/support role in supervised delivery sessions, access to the agent dashboard, and use of the WiBiz name in your sales conversations.

It does not authorise independent onboarding, running ClearPath without WiBiz, making pricing or delivery commitments, representing yourself as certified, running HSKD, or answering compliance questions.

Module 2 - Your Two Tools

Two links. One sale. This module covers what each tool does, how to frame it, and how they work together inside the sales flow.

The 3-Step Sales Flow

Step 1: Open with their pain. Send the Scorecard.

Step 2: Scorecard result seen. Send the Business Discovery Tool.

Step 3: Report seen. Qualify and close.

Tool 1 - Business Productivity Scorecard

URL: scale360.wibiz.ai/?ref=[your-ref-code]. Takes 2 minutes. Shows the prospect the dollar value of revenue they are leaking from missed and delayed inquiries.

"This takes 2 minutes and shows you exactly where you're losing revenue. Not a category average, your business, your channels, your volume."

Always share your referral URL. Attribution is captured at form submission and cannot be corrected retrospectively.

Tool 2 - Business Discovery Tool

URL: quote.wibiz.ai. Takes about 60 seconds. The prospect describes their business in plain English and the AI returns a personalised plan, hours recovered, monthly value, and future-state workflow.

After the Scorecard, send them here. The report does the selling. Your job is to close once they have seen it.

The Two-Link Summary

The Scorecard shows the pain. The Business Discovery Tool shows the solution in their own numbers. Two links. One sale.

Module 3 - How the Funnel Works

When a prospect enters either tool, WiBiz runs the automated nurture. This module clarifies the 3-day abandon window, the 14-day active window, and when your own outreach should resume.

Two Entry Points, Two Pipelines

Pipeline 1: Scorecard entry at scale360.wibiz.ai. WiBiz sends 5 emails over 14 days and moves the prospect toward the Business Discovery Tool.

Pipeline 2: Business Discovery Tool entry at quote.wibiz.ai. WiBiz sends 5 emails over 14 days tied to the personalised report.

3 Days vs 14 Days

3-day abandon window
If they start but do not finish a tool, WiBiz sends 2 emails over 3 days. After Day 3, they exit the abandon sequence automatically.

14-day active window
If they complete a tool, WiBiz runs the nurture for 14 days. After Day 14 with no purchase, the prospect exits and personal outreach from you becomes appropriate.

Do Not Overlap the Sequence

Do not send your own follow-up emails while the automated sequence is active. Your human layer is a direct call, a WhatsApp message, or a reply when the prospect reaches out. Running both email sequences at once creates confusion and looks unprofessional.

When You Get Notified

When a prospect activates, you receive an automated notification with the business name and city, the plan selected, and the commission processing timeline. No dashboard check required.

Module 4 - Starting Conversations and Qualifying

You know the offer and the tools. This module is about who to target, how to open, and how to tell quickly whether you are talking to a real buyer.

Three Characteristics Required

Active inquiry volume
No inquiries means nothing for WiBiz to handle.

Decision-maker present
If they need to run it by the owner, you are not at the close yet.

Ready within 30 days
Next quarter is nurture, not close.

5-Question Discovery Audit

How do customers reach you today, and which channel generates the most volume?

What does your team spend the most time answering or following up on manually every day?

What happens after hours or when the team is fully occupied?

Do you already have a booking, consultation, or intake process in place?

If the team got 10 hours back per week, where would that time go?

Four Sales Motions

Warm introduction. Highest priority. Lead with the specific pain they already recognise.

Outbound cold. Day 0, Day 3, Day 7, Day 14. Four touches, then change channel or move on.

Referral from an existing client. Ask 30 days post-activation when satisfaction is highest.

Scorecard-driven inbound. Post your referral link and follow up personally within 24 hours.

Module 5 - Objections, ROI, and the Close

Every objection is a question in disguise. Every close is a process. This module gives you the commercial framing, the objection responses, and the exact close sequence.

The Revenue-Loss Frame

Prospects lose revenue because of slow or missed response time. Your job is to show the bleed, quantify it, and hand them the solution.

The ROI Formula

Ask for the numbers: missed inquiries per week, average transaction value, and the monthly leakage that creates. Make them own the number before they evaluate the price.

Common Objections

"I'm too busy." -> Signal Launch happens quickly, the Academy runs automatically, and ongoing management takes about 10 minutes a day.

"It's too expensive." -> Do the math. WiBiz Standard is usually one recovered sale.

"We already use a tool." -> Ask what is working and what is still falling through the cracks.

"I need to think about it." -> Ask what they are actually weighing, then stop talking and listen.

"Can we do a demo first?" -> That is a buying signal. Offer the 3-minute demo or a 10-minute walkthrough.

The 4-Step Close

1. Confirm plan fit.

2. Confirm timeline using approved language only.

3. Present annual versus monthly.

4. Send the payment link and stop talking. Silence is part of the close.

Module 6 - Pricing, Scope, and What You Cannot Promise

These are the only numbers you quote and the only lines you hold. No discounts, no trials, no solo commitments, and no improvised compliance claims.

Exact Pricing

Lite
$199 monthly
$199 setup
$1,999 annual

Standard
$499 monthly
$799 setup
$4,990 annual

Pro
$899 monthly
$2,500 setup
$8,990 annual

Pricing Integrity Rules

Payment before deployment. No exceptions.

Present annual on every Standard and Pro conversation.

No trials. WiBiz is configured specifically for each business.

No discounts. If a prospect insists, escalate to WiBiz.

What You Are Not Authorised to Commit To

Delivery timelines beyond approved language.

Feature promises outside the published plan scope.

Pricing below the approved rate, including setup fee reductions.

Compliance coverage for HIPAA, CCPA, TCPA, or any regulated vertical claim.

Escalate Immediately When

A client expresses dissatisfaction or asks for a refund, any compliance question appears, a technical issue is unresolved after 2 hours, or a prospect asks for pricing or commitments outside approved materials.

Module 7 - US Compliance Basics and Your Conduct as an Agent

This is the final gate before sign-off. You are not the compliance authority. You are the person who knows when to stop, when to escalate, and what must never be promised in the US market.

TCPA

The Telephone Consumer Protection Act governs phone, text, and autodialed outreach to consumers. Automated or bulk marketing texts require prior express written consent. Exposure is $500 to $1,500 per non-compliant message.

If you are about to use any tool to send mass or automated text messages, stop and check with WiBiz before sending a single message.

A2P 10DLC

Business SMS in the US must be registered before messages can be delivered reliably. For clients, that means SMS capability is not automatically live on Day 1. Registration typically takes 3-7 business days and the delivery team confirms readiness.

Never promise Day 1 SMS. Always defer to WiBiz on the exact activation timeline.

The One Rule That Covers Everything

Any compliance question from a prospect or client, including HIPAA, CCPA, TCPA, A2P 10DLC, or anything similar, is an immediate escalation to WiBiz. Not partially. Not from memory. Not with a caveat.

What Activation Sign-Off Authorises

Use of sales materials, referral commission, observer/support role in supervised delivery sessions, access to the Scale360 dashboard, and use of the WiBiz name in sales conversations.

It does not authorise independent onboarding, running ClearPath without WiBiz, making commitments on WiBiz's behalf, representing yourself as certified, or answering compliance questions.

Your First 5 Actions After Sign-Off

1. Log into the dashboard and confirm your referral link is active.

2. Complete the Business Discovery Tool as a prospect would.

3. Run the Scorecard yourself using your referral code.

4. Write down 10 business owners in your current network who fit the target profile.

5. Send your first 5 outreach messages today.

Part A Final Assessment

10 questions · Minimum 8/10 to pass · Unlimited retakes · Covers all 7 Part A modules

Before You Begin

10

Questions

8/10

Minimum to pass

∞

Retakes allowed

Topics Covered

What WiBiz is and how to position it in a sales conversation

ClearPath Activation — phases, timing, Signal Launch, Specialist Mode

WiBiz Academy — what it is and what it does for clients

Qualified lead criteria and the 3-step sales flow

What Part A activation authorizes — and what it does not

The 7 sign-off requirements and why Part B stays locked until activation is issued

Commission attribution, payout timing, and when to escalate payout or paperwork questions

Escalation rules — when to escalate and when never to answer yourself

Compliance and responsible selling — what to escalate and what never to promise

Channel readiness — why you cannot promise Day 1 activation before delivery confirmation

Rules

Closed book — no notes or reference materials

No timer — take as long as you need

New question set drawn on each retake

Pass (8/10) unlocks: delivery debrief + Operator Conduct Declaration

Resources

Everything you need to sell WiBiz and support your clients.

Quick Access

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Contact WiBiz operator support

Commission Reference (Illustrative)

Plan	Setup fee	15% rep	20% MGA
Lite	$199	$29.85	$39.80
Standard	$799	$119.85	$159.80
Pro	$1,999	$299.85	$399.80

Setup commission only. Monthly recurring applies separately.

Illustrative rates only. Confirm your actual rate with BC360 before your first close.