Command center
Atlas Coast Travel Group — staff operations hub
Agency quick reference
CLIA Agency ID
00810443
Expires Dec 31, 2026
EIN
42-2149833
Atlas Coast Ventures LLC
Agency Phone
(321) 499-9575
JustCall
Agency Address
7157 Narcoossee Rd #1371
Orlando, FL 32822
Active agents
--
MyAtlas CRM
Open support
--
Missive queue
Pending payouts
--
Via Dots
Unassigned leads
--
MyAtlas queue
Quick actions
Agent lookup
MyAtlas CRM
Kajabi admin
Platform controls
Onboarding SOP
New agent flow
Zapier
Automations
Payroll
Gusto
Notion ops
Operating brain
System status
MyAtlas CRM
Agent records, leads, commission entries
Atlas Academy (Kajabi)
Unlocks at offer purchase
Dots payout platform
Commission disbursement
Agent lifecycle Zaps (1, 2b, 3-9)
Signup, activation, badges, deactivation
First booking IDV trigger (Zap 10)
Fires at first booking entry -- not at signup
/book to MyAtlas lead Zap
Routes client inquiries to Unassigned queue
Recurring tasks
1st & 15th
Commission payout run
Dots -- see Commission SOP
13th & 28th
Coach session pay cycle
Jenny runs -- see Coach Program SOP
Weekly
Onboarding pipeline review
Jenny + Donna
Ongoing
Unassigned lead queue
Bati / Kelley -- see Leads SOP
Ongoing
IDV failure review
Bati -- see IDV SOP
By 10th
Month-end QBO close
Betsy (Atlas) + Donna (both) -- see Accounting SOP
Agent management
Onboarding, support, and lifecycle
MyAtlas CRM
All agent records
Kajabi admin
Backend -- not the member view
Onboarding SOP
Full process guide
IDV failures
SOP + escalation
Support SOP
Escalation guide
Cancellations SOP
Cancels & terminations
Agent lifecycle -- what is automated
Purchase -- Academy, Content Vault, Community access
Kajabi offer grant fires immediately
Purchase -- MyAtlas record created
Zap 1 fires on purchase tag
eWebinar completion -- MyAtlas access unlocked
Zap 2b fires at 80% attendance threshold
First booking entry -- IDV triggered
Zap 10 -- NOT at signup or onboarding
Welcome sequence emails
Kajabi automation fires on purchase
CLIA profile setup
Agent completes independently
Atlas Academy + Kajabi access
76 lessons across 11 modules
Self-paced agent training
Atlas Academy Access SOP
Granting, revoking, troubleshooting
eWebinar onboarding
Simulive sessions -- gates MyAtlas access
Kajabi admin vs. member portal
Admin (app.kajabi.com) does not show the member Library. Log into atlascoasttravel.com to see the agent view.
View Academy as an agent sees it
Log in at atlascoasttravel.com -- not app.kajabi.com
To understand what an agent experiences at each step, review the relevant Atlas Academy lesson. The state compliance lesson is especially relevant for the support team: State-by-state compliance overview.
Subscription pricing -- staff reference
Founders Rate
Months 1-3 of launch, or first 1,000 members -- whichever comes first
Regular Rate
All new agents after Founders window closes
Founders grandfathering
$39/mo + 90/10 split locked for life of continuous membership
Forfeiture on cancellation
Founders rate AND 90/10 split both lost if agent cancels and rejoins
Agent referral program
Base bonus
Paid once, after referred agent's 6-month anniversary
Override component
50% of Atlas Coast's commission overrides from referred agent -- months 1-6 only
Total cap per referred agent
Claim window
No earlier than 6-month anniversary -- no later than 9-month anniversary
Full terms
atlascoasttravel.com/refer →Finance & payouts
Commissions, payroll, and financial operations
Dots payouts
Commission disbursement
Gusto payroll
Staff + coach pay
Stripe
Subscription payments
Commission SOP
Payout procedure
Coach pay SOP
Session tracking + Gusto
Financial model
Notion projections
Accounting SOP
QBO + month-end
Payroll & tax status
Gusto payroll autopilot
W-2 staff pay
OH Income Tax Withholding
OH Workers' Comp (BWC)
#80216764-0
OH Unemployment (ODJFS)
Coach session pay (Gusto / 1099)
Jenny runs 13th & 28th -- entity TBD pending Wiley
Commission & payout setup
Agent commission splits
90/10 self-sourced · 80/20 Atlas-referred leads
Dots payout platform
1st & 15th · $25 minimum threshold
Kajabi Payments + Stripe
Agent subscriptions
Missing commission window
Agent may submit no earlier than 90 days after client travel end date -- 3 conditions required
QBO bookkeeping
Donna handles day-to-day QuickBooks entries
Commission payout SOP
View SOP →Booking Partner lead commission
Leads SOP →Accounting & QBO SOP
View SOP →Overseas VA payments
Wise
International transfers for Donna, Shiela, Nicole
SOPs & documents
All standard operating procedures -- click any to open
Agent operations
Agent Onboarding
Cancellations & Terminations
Support Escalation
IDV Failure Handling
Atlas Academy Access
MyAtlas Error Handling
SOPs currently blocked -- awaiting input
Zapier Zap Directory
Blocked -- Keyur
Google Workspace Admin Guide
Blocked -- Keyur
ManyChat Keyword Management
Blocked -- Kelley (no source material yet)
For context on what agents read about any of these topics, review the matching lesson in Atlas Academy. Understanding the agent's perspective helps staff give more accurate support answers.
Tools & platforms
Every platform Atlas Coast staff uses
CRM & booking ops
MyAtlas
Kajabi admin
Member portal
Stripe
Dots payouts
JustCall
ID Analyzer
Coach pay sheet
Session tracking
HR & payroll
Accounting
Communication & productivity
Marketing & social
Automations & dev
Compliance & insurance
Content & marketing
Social, email, and marketing pipeline
Statusbrew
Schedule & publish
ManyChat
DM keyword flows
Email (Kajabi)
Broadcasts & sequences
Canva
Graphics & assets
Content calendar
Notion tracker
Brand assets
Logos & colors
Social channels
Instagram & Facebook -- Atlas Coast
ActiveInstagram & Facebook -- MNC&C
ActiveScheduling
Statusbrew →ManyChat keyword tracker
Notion →Video & blog
Video editing
Kishan
YouTube / Cruise Pod -- MNC&C
Blog / port guides -- profmelissa.com
Content calendar
Notion →Live programming schedule
Office Hours
Every Wednesday, 6:00-7:00pm EST -- rotating coaches -- open drop-in Q&A
Class Is In Session (CIIS)
First Thursday of every month, 6:00pm EST -- Melissa and/or Bati -- monthly topical presentation
Coverage grid (coaches)
Jenny maintains which coach owns each Wednesday slot
Zoom account
[email protected] -- Workplace Pro -- waiting room ON
Team directory
Atlas Coast + MNC&C core staff
BE
Betsy
CFO / Commission Reconciliation
Atlas Coast
JE
Jenny
Training & Development
Atlas Coast
DO
Donna
Support VA (full-time)
Atlas Coast
SH
Shiela
Support VA (full-time)
Atlas Coast
NI
Nicole
Support VA (part-time)
Atlas Coast
JS
Jess
Social & Community (W-2)
MNC&C
KI
Kishan
Video Editor
MNC&C
External partners
Jeannette
Outside counsel -- all legal questions
Wiley
CPA -- all tax & accounting decisions require sign-off
Keyur
Developer -- as-needed only, Melissa delegates
Tim Peterson -- JourneyFuse
[email protected] -- MyAtlas integration
Compliance & insurance
Regulatory filings, insurance, and legal status
State registrations
FL Seller of Travel
ST46588 -- expires May 28, 2027
WA Out-of-State Seller of Travel
UBI 606214170-001-0001 -- expires May 31, 2027
CA Seller of Travel
CST 2172267-70 -- expires June 10, 2027 -- Statement of Information due ~Aug 4, 2026
HI Travel Agency Registration (PVL)
Case 04443847 -- in-system, escalated to processing
CLIA Agency ID
00810443 -- expires Dec 31, 2026
Full compliance calendar
Compliance SOP →Insurance
E&O insurance
Berkshire Hathaway / Aon -- bound before first agent accepted
Cyber insurance
Cowbell -- ~$423/month for $1M aggregate
Surety bond
#101061894 -- American Contractors Indemnity -- $25K
Crime / fidelity insurance
Resolve with Dean Rickard (ISU-Armac) before July 1
Launch blockers -- must resolve before July 1
IATAN full accreditation
Non-ticketing location application -- expected June 2 to July 1 -- hard launch blocker
ITA template finalized
Jeannette drafting -- must be signed before first agent accepted
Crime / fidelity insurance
Covers chargeback liability and agent fraud scenarios -- Dean Rickard (ISU-Armac)
CA Statement of Information
Due ~August 4, 2026 -- file at bizfileonline.sos.ca.gov -- not launch-blocking but URGENT
Quick links
Agents have a dedicated compliance lesson in Atlas Academy: State-by-state compliance overview. Review it to understand what agents are told about FL, WA, CA, and HI requirements.
