Paid per session via Gusto (MNC&C entity). Separate from agent commission income.
Gets full MyAtlas suite at no cost ($16/mo value).
Kajabi tag:
Coach — JF badge: coast-coach
Eligible for CLIA reimbursement (annual, basic tier, after 90 days).
Must maintain 24-hr lead response commitment.
Kajabi tag:
Booking Partner — JF badge: coast-partner
An agent can hold both designations simultaneously. Each role requires its own application and acceptance. Holding one does not automatically grant the other. Both Kajabi tags must be applied independently and Jenny delivers a separate orientation for each.
Agents apply via atlascoasttravel.com/apply. Application routes to Bati and Kelley in Missive automatically. The program is open to any active agent who meets eligibility requirements — it is not invitation-only, though Melissa, Bati, and Kelley may proactively reach out to strong candidates from the Booking Partner base.
- 1Kelley and Bati review the application in Missive. Check that the agent meets the baseline eligibility requirements for the role they applied for (see Section 5). Flag any concerns in an internal comment.
- 2Jenny is looped in for any applicant who passes initial review, particularly for the Coach role. Jenny's assessment of fit for the coaching relationship carries significant weight.
- 3Interview / conversation if warranted. Kelley, Bati, or Jenny may reach out directly to have a Zoom or async conversation before a decision is made. No formal script required — this is a judgment call.
- 4Decision made. Kelley, Bati, and Melissa align on yes or no. Jenny's input is factored in, especially for coaching candidates.
Do not tell a declined applicant to re-apply. Their application is held on file and they will be considered when a position opens. A brief, warm response acknowledging their interest and letting them know they'll be kept in mind is appropriate. Bati or Kelley handles this communication.
- 1Kelley or Bati sends a personalized email to the selected applicant from [email protected] via Missive. The email should feel warm and specific — not a form letter. Acknowledge why they stood out. Confirm the role(s) they've been selected for.
- 2Direct them to review the terms and complete the acceptance form at atlascoasttravel.com/accept. Include the link directly in the email. Make it clear this is how they officially accept their designation.
- 3CC Jenny on the invitation email so she knows to expect the new Coach or Partner and can begin planning the orientation Zoom.
When the applicant submits the acceptance form, Kajabi automations fire immediately. No manual action required from staff at this point.
- 1 Apply tag:
Coach - 2 Grant access to: Atlas Partners & Coaches course in Kajabi
- 3 Send welcome email: "Welcome — here's what's next" (covers training course, session expectations, pay structure, Jenny's upcoming Zoom)
- 4 Zap 8 fires: activates
coast-coachbadge on agent's MyAtlas directory profile
- 1 Apply tag:
Booking Partner - 2 Grant access to: Atlas Partners & Coaches course in Kajabi
- 3 Send welcome email: "Welcome — here's what's next" (covers training course, how leads work, 24-hr response requirement, CLIA reimbursement eligibility, Jenny's upcoming Zoom)
- 4 Zap 9 fires: activates
coast-partnerbadge on agent's MyAtlas directory profile
The new Coach or Partner is expected to complete the online training course at their own pace: atlascoasttravel.com/products/atlas-partners-coaches. Jenny's 1:1 Zoom (Section 4) supplements this but does not replace it. The welcome email directs them to start the training before the Zoom.
The new Coach or Partner has the correct Kajabi tag, course access, JF badge on their directory profile, and the welcome email in their inbox. Standard agent membership and commission flow are not affected. Next step: Jenny's orientation Zoom.
After the acceptance form is submitted, Jenny personally reaches out to schedule a 1:1 Zoom. This is not automated — Jenny initiates it based on the CC on the invitation email and the acceptance notification. The content of the Zoom depends on the role.
| Role | Zoom Content | Timing |
|---|---|---|
| Coach only | "How to Coach" — session structure, how to run Office Hours, how to run 1:1 Milestone Calls, session tracking form at /tracking, pay cycle, expectations, what agents need from a coach | Within 1 week of acceptance form submission |
| Booking Partner only | "How Leads Work" — how leads are delivered in MyAtlas, the 24-hr response requirement, what happens if a lead is missed, how the 80/20 split works on referred leads vs. 90/10 on own clients, CLIA reimbursement process | Within 1 week of acceptance form submission |
| Dual role (Coach + Partner) | Both orientations in one session, or two separate Zooms if content volume warrants it — Jenny's call | Within 1 week of acceptance |
Jenny uses the Zoom and Calendly setup referenced in the Managing Agent Success Coaches staff lesson: Zoom and Calendly lesson. She sends the scheduling link directly to the new Coach or Partner once she receives the CC'd invitation email or sees the acceptance confirmation.
| Requirement | Detail |
|---|---|
| Active Atlas Coast agent | In good standing. Standard $39/month subscription is NOT waived. |
| Interpersonal fit | Assessed by Jenny, Kelley, and Bati during vetting. No formal numeric threshold. |
| Commitment to sessions | Coaches are expected to run Office Hours and respond to 1:1 Milestone Call requests consistently. |
| Perk | Detail |
|---|---|
| Session pay | $25/Office Hours session, $15/completed Milestone Call, $10/no-show Milestone Call. Paid via Gusto (MNC&C) on 1st and 15th. |
| Full MyAtlas suite | Upgrade normally $16/month — provided at no cost as part of the coaching role. |
| CLIA reimbursement | Not a coach benefit. Coaches do not receive CLIA reimbursement. Booking Partners only. |
| Requirement | Detail |
|---|---|
| Active Atlas Coast agent in good standing | Standard subscription NOT waived. |
| Minimum 5 completed bookings | Must be on record in MyAtlas at time of acceptance. |
| At least 2 supplier certifications | Verified at time of acceptance. |
| Atlas Academy completed in full | academy-complete tag must be present on their Kajabi record. |
| 24-hour lead response commitment | Leads not responded to within 24 hours are reassigned. Repeated misses are grounds for removal. |
| Perk | Detail |
|---|---|
| Atlas-delivered leads | Routed via MyAtlas. 80/20 split on first booking from an Atlas-referred client; 90/10 on all subsequent bookings from that same client and all own-sourced clients. |
| CLIA reimbursement | Annual, basic tier from cruising.org. 90-day Partner tenure required. Submit via atlascoasttravel.com/CLIA. Betsy approves; paid through Dots in next commission cycle. |
Confirm with Melissa or Bati before removing the Coach or Booking Partner tag from any agent's record. Tag removal triggers automated access revocation immediately. Make sure open bookings and session commitments are handled first.
| Scenario | Who Initiates | Open Bookings / Sessions | Commission Impact |
|---|---|---|---|
| Voluntary departure (good terms) | Bati, on agent's request | Partner manages current bookings through to completion. Clients not disrupted. | Commissions on in-progress bookings paid out normally through Dots. |
| Involuntary removal (conduct / performance) | Bati, on Melissa's decision | All open leads and active bookings reassigned immediately to other Booking Partners. Coach schedule covered by remaining coaches. | Commissions already in flight from completed bookings still paid. No future commission on reassigned bookings. |
- 1Handle open bookings and sessions first. For voluntary: confirm the departing Partner/Coach has managed their open work or handed off appropriately. For involuntary: Bati reassigns open leads and sessions before tag removal.
- 2Apply the Former tag in Kajabi. Bati applies
Coach - Formerand/orBooking Partner - Formerto the agent's contact record. These tags trigger the Kajabi automations below. - 3Verify automations fired. Check the agent's Kajabi contact record to confirm the
Coachand/orBooking Partnertag has been removed and the course offer has been revoked. - 4JF badge removal. The badge revocation Zaps (8b and 9b) are pending Tim Peterson's confirmation of the correct event field. Until those Zaps are built, Bati must manually remove the JF badge via the JourneyFuse admin dashboard. See open item note below.
- 5Agent membership is not affected. Removing the Coach or Booking Partner tag does not cancel the agent's standard Atlas Coast membership or affect their commission payments from their own bookings. Standard
TA Activestatus and Dots payouts continue uninterrupted.
Coach - Former applied- 1 Remove tag:
Coach - 2 Revoke offer: Atlas Partners & Coaches course (unless agent also holds
Booking Partnertag — in which case course access remains) - 3 Zap 8b fires once built: removes
coast-coachbadge from JF directory profile. Until built: Bati removes manually in JF admin.
Booking Partner - Former applied- 1 Remove tag:
Booking Partner - 2 Revoke offer: Atlas Partners & Coaches course (unless agent also holds
Coachtag — in which case course access remains) - 3 Zap 9b fires once built: removes
coast-partnerbadge from JF directory profile. Until built: Bati removes manually in JF admin.
Zaps 8b (Coach - Former → badge removal) and 9b (Booking Partner - Former → badge removal) are designed but not yet built. They are blocked on Tim Peterson confirming the correct event field value for badge revocation in JourneyFuse. Email sent to Tim on May 26, 2026. Until Tim responds and the Zaps are built, Bati must manually remove JF badges after applying the Former tag.
Once Tim confirms: build Zaps 8b and 9b, then update this SOP to remove the manual step.
| Zap | Trigger | Action | Status |
|---|---|---|---|
| Zap 8 | Kajabi tag added: Coach | POST to JourneyFuse: event: agent.badge_grant, badge_slug: coast-coach — activates Coach badge on directory profile | Confirmed working — May 26, 2026 |
| Zap 9 | Kajabi tag added: Booking Partner | POST to JourneyFuse: event: agent.badge_grant, badge_slug: coast-partner — activates Partner badge on directory profile | Confirmed working — May 26, 2026 |
| Zap 8b | Kajabi tag added: Coach - Former | POST to JourneyFuse: badge revocation for coast-coach | Not yet built — blocked on Tim (badge revocation event field) |
| Zap 9b | Kajabi tag added: Booking Partner - Former | POST to JourneyFuse: badge revocation for coast-partner | Not yet built — blocked on Tim (badge revocation event field) |
| Lesson | URL |
|---|---|
| Managing Agent Success Coaches | Staff lesson → |
| Managing Booking Partners and Leads | Staff lesson → |
| Zoom and Calendly (Jenny's scheduling) | Staff lesson → |
| Atlas Partners & Coaches course (agent-facing) | Course → |
| Application form | atlascoasttravel.com/apply |
| Acceptance form | atlascoasttravel.com/accept |
