Sales Associate · Kickstart in progress · Module 1 complete · Scale360 portal access: active
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Scale360 Kickstart
Enter your email address to receive your activation link. Your account must be created by WiBiz before you can log in.
Don't have an account? Contact your BC360 coordinator to request access.
Module 1 Knowledge Check
7 questions • 5/7 to pass • Unlimited retakes
Welcome to Kickstart.
Your Scale360 certification programme. Complete it once before your first sales conversation. Fast learners finish in 3 days. Take your time, it's worth doing right.
1
Complete Module 1. This unlocks your Scale360 portal access immediately. Don't wait.
2
Complete all 7 modules. Each one builds on the last. Don't skip ahead.
3
Pass the knowledge check and submit your debrief. Sign the Conduct Declaration. Your Scale360 Certified Sales Associate badge is issued immediately.
Welcome back, James.
Kickstart Module 5 in progress · Scale360 portal access active since Module 1 · Assessment unlocks after Module 7
Your path to Scale360 Certified Sales Associate
2 of 4 gates complete
✓
Module 1 complete Portal unlocked
5
Modules 2–7 In progress
K
Knowledge check 8/10 to pass
✦
Certification 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
5 of 7
Module 5 in progress
Assessment
Pending
Unlocks after Module 7
Certification
In progress
Scale360 CSA pending
Module 5 — Your Role in Supervised Delivery
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Kickstart Modules
1
The Scale360 Universe
Naming, ClearPath phases, two clocks, Receptionist vs Specialist Mode
Complete
2
ClearPath Deep Dive
Every phase, every clock, every escalation trigger
WiBiz will counter-sign within 24 hours. You will be notified by email.
Module 1 — The Scale360 Universe
Target: Day 1 · The most important module. An associate who cannot use the correct terms is not ready for a client conversation.
What You Will Learn
✦ The three categories of the WiBiz Universe
✦ ClearPath Activation phases in order
✦ The WiBiz Clock vs the Client Clock
✦ Receptionist Mode vs Specialist Mode
✦ Naming discipline — why every term matters
✦ What Kickstart is and is not
The Three Categories of the WiBiz Universe
The Client Journey
ClearPath
The activation protocol every client must complete. Contract to certified live system in under 10 days.
The Operator Journey
Three Tiers
Kickstart → Certified Operator → Advanced Certification. Each tier unlocks more delivery authority.
Market Positioning
AI Governance as a Service
WiBiz is not a chatbot. Not a CRM. It is a governed AI workforce with a certification framework.
ClearPath Activation — Phases in Order
1
Signal Launch
T+0. WiBiz 3-hour clock. System live, channels connected, KB seeded, dashboard credentials sent. Client does nothing at this stage.
2
Zoom Handover Session
T+0 to T+24h client clock. Handover event — not a training course. Client Success Manual signed before call ends.
3
MindMap Session
T+2 to T+5 days. Knowledge base built from client's actual business. Unprepared client = rescheduled, not extended.
4
WiBiz Academy
Begins T+2 automatically. The 30-day client learning programme. Runs in the background. Associates do not deliver this.
5
10-Question System Test
T+5 to T+8. Universal — every client, every vertical. All 10 must be CONFIRMED. System Test Sign-Off triggers Specialist Mode.
6
HSKD (Conditional)
Clinics, spas, allergen-complex restaurants, legal, financial only. 5 scenarios. Associates never run this independently.
7
ClearPath Certificate
T+8 target, T+10 hard deadline. Issued by WiBiz when all gates pass. Day 30 review booked automatically.
The Two Clocks
WiBiz Clock
3 hours
From contract signing to live system. WiBiz is obligated to have the system live within 3 hours of contract signing. This is non-negotiable.
Client Clock
Response windows
At each phase, the client has a defined response window. Missing a client clock triggers escalation. At 48h — account paused.
Receptionist Mode vs Specialist Mode
Receptionist Mode
Default state
Handles standard enquiries. Active from Signal Launch. Limited to verified knowledge. Complex questions escalated to human.
Specialist Mode
Unlocks after ClearPath Certification
Full capability. Activated when client passes the 10-Question System Test. Has full knowledge base access and advanced automation.
Naming Discipline — Every Term Has One Precise Meaning
Correct Term
What It Means
Never Say
ClearPath Activation
The complete client launch protocol
Onboarding
Signal Launch
System goes live within 3 hours
Go-live
Zoom Handover Session
Transfer of operational responsibility
Training
MindMap Session
Knowledge base construction from client's business
Consultation
Drift = credibility loss. Use the exact terms every time. An associate who uses incorrect terminology in a client conversation signals they do not know the product.
What Kickstart Is and Is Not
✓ Kickstart Authorises
• Sell Scale360 products
• Earn commission on every close
• Attend supervised ClearPath deliveries as observer
• Access Scale360 sales materials
✗ Kickstart Does NOT Authorise
• Independent client onboarding
• Running any ClearPath session
• Representing yourself as Certified Operator
• Making delivery promises to clients
Module 2 — ClearPath Deep Dive
Target: Day 1–2 · Every phase, every clock, every escalation trigger. Associates observe multiple ClearPath deliveries before being authorised to lead one.
Phase 1 — Signal Launch (T+0)
WiBiz 3-Hour Clock Starts
System goes live. Channels connected. Knowledge base seeded. Dashboard credentials sent to client. Client does nothing at this stage. This is WiBiz's clock — not the client's.
WiBiz Delivers
• Sub-account created • All channels connected • KB seeded with baseline content • Dashboard credentials emailed • Zoom Handover booked
Associate Does NOT
• Touch the sub-account • Contact the client • Make promises about timeline • Run any part of Signal Launch
Phase 2 — Zoom Handover Session (T+0 to T+24h)
⏱ Client Clock: Must attend within 24 hours of Signal Launch. No-show at 48h = account paused.
This is a handover event — not a training course. The WiBiz lead transfers operational responsibility to the client. Client Success Manual is signed via Adobe Sign before the call ends.
WiBiz Lead Does
• Leads entire session • Gets Adobe Sign on Client Success Manual • Sets expectations for MindMap Session • Handles all client questions
Associate Does
• Observe tone and pacing • Note how objections are handled • Take notes • Do not speak unless invited
Phase 3 — MindMap Session (T+2 to T+5 days)
⏱ Client Clock: Must attend within 5 days. Unprepared client = rescheduled, not extended.
WiBiz builds the client's knowledge base from their actual business — pricing, policies, top FAQs, AI boundaries. This is not a consultation. It is a structured build session.
What Gets Built
• Service descriptions and pricing • Booking and intake process • Top 10 FAQs from actual client enquiries • AI boundary rules — what it answers vs escalates • Escalation triggers and contact routing
Phase 4 — WiBiz Academy (Begins T+2 automatically)
The 30-day client learning programme. Launches automatically on Day 2. Runs in the background. Associates do not deliver this. It is built into the onboarding sequence.
Covers: knowledge base management · reviewing escalation logs · reading the reporting dashboard · running the weekly optimisation routine. Client manages the AI workforce. Academy teaches them how.
Phase 5 — 10-Question System Test (T+5 to T+8)
⏱ Client Clock: 48h to submit. 72h no-submission = account flagged for review.
Universal — every client, every vertical. All 10 questions must be CONFIRMED. System Test Sign-Off triggers Specialist Mode unlock.
CONFIRMED
All 10 answers verified correct. System Test Sign-Off issued. Specialist Mode unlocked (non-HSKD verticals).
FLAGGED
One or more answers need correction. Client must retest. Specialist Mode stays locked until all 10 pass.
Phase 6 — HSKD Certification (Conditional — not all clients)
5 scenarios per vertical. Binary approval — confirm or escalate. Adobe Sign required after all 5. Associates never run this independently. Observe only.
Skipping HSKD for a clinic or legal client is a liability exposure for WiBiz. If unsure whether a client requires HSKD — escalate immediately.
Issued by WiBiz when all gates pass. Day 30 Growth Review booked automatically. This is the exit point of ClearPath Activation.
T+8
Target issue date
T+10
Hard deadline
T+30
Growth Review call
Immediate Escalation Triggers
Client is unhappy and expressing it directly
Technical issue not resolving within 2 hours
Client raises refund, cancellation, or competitor comparison
Any question about regulated verticals, HSKD, or liability
Any question about pricing beyond approved materials
Module 3 — Platform Orientation
Target: Day 2–3 · Associates must be able to navigate the platform to support supervised deliveries credibly.
The 8 Key Areas of the WiBiz Platform
Inbox
All messages from all channels in one view. The client's operational nerve centre. Every WhatsApp, SMS, email, and web chat arrives here.
Contacts / CRM
Every contact, searchable by name, phone, tag, pipeline stage. CRM health = adoption indicator. A healthy CRM means the client is using the platform.
Calendars
All bookings and availability. Accuracy is client trust. An inaccurate calendar creates double bookings — this is a direct client problem.
Broadcasts
Mass messaging. WhatsApp requires opt-in compliance. Associates never send broadcasts independently.
Automations
Rules that fire automatically. Post-appointment follow-ups, Academy delivery, check-in reminders. The automation engine — managed by WiBiz.
Chatbot / AI
Greeting, knowledge base, boundary rules, escalation triggers. This is what the MindMap Session populates. The AI's brain.
Pipelines
Lead management view. New lead → Contacted → Qualified → Booked → Completed. Shows where every prospect is in the sales process.
10-Min Daily Routine
Open inbox → review flagged items → check calendar accuracy → review pipeline movement. Every client is trained on this. Know it before you observe a delivery.
Receptionist Mode vs Specialist Mode — Platform View
Receptionist Mode
Active from Signal Launch. Handles standard enquiries within verified knowledge. Routes anything outside boundaries to human team via Inbox.
Specialist Mode
Unlocked after 10-Question System Test passes. Full knowledge base access. Advanced automation active. Client manages AI workforce at full capability.
What to Watch During a Supervised Delivery
How the WiBiz lead navigates between Inbox, Contacts, and Pipelines during the session
How the calendar is checked and verified before confirming bookings
How the chatbot knowledge base is demonstrated to the client
How escalation triggers are explained and where they route in the Inbox
Module 4 — Sales Enablement
Target: Day 3–4 · The most commercially important module. Built directly from the Sales Playbook. Not a summary — the actual frameworks.
Core Positioning — What WiBiz Is
WiBiz is not a chatbot. Not just a CRM.
It is a complete client launch system — contract to certified live system in under 10 days. WiBiz installs, trains, certifies, and does not leave until the system is live and verified.
AI Governance as a Service — used with enterprise buyers and regulated verticals. Requires a one-page definition before any formal pitch. Do not use the phrase without the definition.
The 5-Question Discovery Audit
Use this on every first call. Map their operation — don't interrogate. Q2 and Q3 are your entire sales presentation.
Q1
How do customers reach you today, and which channel generates the most volume?
Q2
What does your team spend the most time answering or following up on manually every day?
★ This is your sales presentation
Q3
What happens when a customer contacts you after hours or when the team is occupied?
★ This is your sales presentation
Q4
Do you have a booking, consultation, or intake process in place, and is it consistent?
Q5
If your team had 10 hours back per week, where would you redirect that capacity?
The 4 Sales Motions — In Priority Order
HIGHEST PRIORITY
1. Warm Introduction
"[Referrer] suggested I reach out." Mention their specific pain. 15-minute call ask. Send scorecard link before the call using your referral URL.
2. Outbound Cold/Lukewarm
Email subject: industry businesses automating what your team still does by hand. 4-touch maximum: Day 0, 3, 7, 14.
3. Referral From Existing Client
At 30 days post-activation. Ask for 1–2 introductions. Not to sell — just to introduce.
4. Scorecard-Driven Inbound
Post referral URL across LinkedIn, email signature, communities. Follow up within 24h of every scorecard completion. Personally.
Objection Handling — Key 4
"I'm too busy."
That is the problem this solves. Setup takes 3–5 days then the system absorbs 80% of routine workload. You will have more capacity at the end of week one than you do today.
"We already have a chatbot."
What does it actually complete end-to-end? WiBiz books appointments, collects intake data, routes escalations, sends reminders, and follows up. Different categories.
"The setup fee is high."
The setup fee covers professional configuration of your entire automation system. A part-time employee for the same workload costs more in month one.
"Can we do a trial?"
No trials. The system is built specifically for your business. What we offer is a defined 30-day outcome review — agree in writing on what the system should do by day 30.
The 4-Step Close Sequence
1
Confirm plan fit
"Based on what you described, Standard is the right tier. Does that match what you are looking for?"
2
Confirm timeline
"Setup takes 3–5 business days from when we have your inputs. If we start today, you could be live by [date]. Does that work?"
3
Annual vs monthly
"Annual saves you two months versus monthly. Most clients take annual. Which makes more sense for your operation?"
4
Payment link
"To trigger the onboarding sequence, I will send you the payment link now. Once that processes, you receive onboarding access automatically."
The Referral URL Rule
Every prospect must enter through your Scale360 referral URL. Commission is attributed at form submission via the ref parameter. Verbal referrals are not eligible.
scale360.wibiz.ai/?ref=[your-ref-code]
Directing a prospect to start.wibiz.ai without your ref code loses the commission permanently. No exceptions.
Module 5 — Your Role in Supervised Delivery
Target: Day 4–5 · This module defines the exact behaviour required at each ClearPath phase during a supervised delivery.
The Golden Rule
If an associate speaks during a supervised delivery without being invited to by the WiBiz lead, they have overstepped.