Portal User s Guide. AIM & FAST Franchise Success Educa;on Programs

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1 Portal User s Guide AIM & FAST Franchise Success Educa;on Programs

2 Table of Contents Coach Registration. 3-4 Coach Access to E-Learning Programs Enrolling Clients Client Purchase Coach Purchase Client Access to E-Learning Programs E-Myth Worldwide Testimonials 25

3 Coach Accesses Coach Portal: First time accessing, click on Register Subsequent access only requires Login and Password 3

4 Coach Registration used as login and Password are case-sensitive Terms of Service will display here. 7 To agree/accept, click Submit. 4

5 Coach Now Has Access to E-Learning Programs Access E-Learning Programs by clicking on the E-Learning Home icon Access support address by clicking on Help tab 5

6 Coach Accesses AIM and FAST AIM & FAST recorded workshops Review How to Use AIM and FAST Click to watch AIM and FAST recorded workshops led by E-Myth Business Systems Experts Click to view course content 6

7 Portal and AIM & FAST Courses Access Coach Materials Enroll Clients Recorded Workshops AIM FAST Access Client Status 7

8 Enroll Client Coach clicks on Enroll Client 8

9 Enroll Client See If Client Already Registered If found, continue to purchase program 9

10 Enroll Client - If Address Not Found Enter client s exactly as they have specified (including case) If the address isn t found, register the client Or Search for another address 10

11 Program Purchasing Client to Pay 7 Coach initiates purchase for client by choosing the appropriate program and specifying the Client Program Purchase option $

12 Program Purchasing - Client to Pay Enter Client s to send the purchase request Coach receives confirmation If coach needs to resend the client purchase for any reason, click the resend link (hopefully rare, e.g. client deletes original; original goes to SPAM, etc) 12

13 Program Purchasing Client Completes Program Purchase Text of client with purchase link Client clicks on link to complete purchasing process Subject: <program name> Purchase Link from <coach name> Dear <client name>: As we discussed, I have registered you for the <program name> program. You are on your way to making significant and dynamic changes to your life! To complete the purchasing process and obtain access to this powerful business success program, follow these simple steps: 1. Click on the purchase link provided below 2. Agree to the <program name> Terms of Service and click Submit 3. Log in using the following login information: <username> <password> 4. Provide your billing information and click Submit Click on the following link to complete the purchase process: purchase/create/ord?x-t=elearn.create.form&ref=15 A confirmation will be sent to both of us upon completion of the purchasing process. You will also receive detailed access instructions. If you have any questions or concerns, please contact me at <coach > or <coach phone number>. If you have any technical questions or issues, please contact the support team at tes@e-myth.com. Thank you, <coach name> 13

14 Program Purchasing Client Completes Program Purchase Client agrees to Terms of Service & clicks Submit 2 months after the date of purchase Client completes purchasing information & clicks Submit 14

15 Program Purchasing Client Program Purchase Confirmation Client receives purchase confirmation Coach can view purchase confirmation in the My Clients tab. 15

16 Program Purchasing Coach Program Purchase Coach orders on behalf of client by choosing the appropriate 7 program and specifying the Coach Program Purchase option Agree to Terms of Service Submit $ months after the date of purchase 16

17 Program Purchasing - Coach Program Purchase Coach uses personal credit card to purchase programs for client & clicks Submit 17

18 Program Purchasing - Coach Program Purchase Coach Purchase Confirmation Page 7 18

19 Updated Client Information AIM $

20 Client AIM (Similar for FAST) Personalized How to Access sent to client and coach AIM has minimum system requirements to function properly including, but not limited to: A high speed Internet connection such as DSL/Cable or equivalent. A telephone. A recommended monitor resolution of 1024 x 768 or higher. Computer speakers or headset. Internet Explorer 7 (PC) or Mozilla Firefox 3 (PC/MAC) or higher. JavaScript enabled in my web browser. Flash 10 or better video player. Cookies enabled for e-myth.com. Pop-ups enabled for e-myth.com. AIM is a single user license. If session monitoring detects multiple concurrent connections to the online content or another person participating in the group workshops, E-Myth has the right to suspend or disable your account. AIM can be accessed for two months after the date of purchase. All course content is proprietary to The Entrepreneur's Source and E-Myth Worldwide. I grant my consent to monitoring and recording of communications for training, demonstration, performance, or quality assurance purposes. 20

21 Resend Client AIM and FAST Link allows coach to resend the How To Access to your client (to the same or a different address) Default is original address. Click Submit to resend. Coach receives copy of 21

22 Client Logs In To AIM/FAST Enter the following url: or click on the E-Learning Home icon at Login and password from instructional 22

23 Client Accesses AIM Review How to Use AIM Click to view recorded workshops with E-Myth Business Systems Experts Click to view course content 23

24 Client Accesses FAST Review How to Use AIM and FAST AIM & FAST recorded workshops Click to view course content 24

25 E-Myth Worldwide Testimonials E-Myth helped me to believe that my business can and will work more efficiently. Once I believed it completely, it was easy to make believers out of my employees. Now my whole life has turned around. My wife has a husband again. My son has a father, and my business has a stable manager. We are now selling about $2.7 million worth of services versus just under $1 million when I started working with E-Myth. Dave Harvey, Reno Green Landscaping, Inc The innovative E-Myth concepts and principles of Michael Gerber have served to dramatically reenergize hundreds of Pak Mail franchisees around the world. Mr. Gerber s book The E-Myth Revisited is required reading for every new franchisee, and its principles are integrated into their initial training. With these tools our Pak Mail owners are armed and empowered to overcome obstacles that have plagued small business owners throughout history. P. Evan Lasky, President and CEO, Pak Mail Centers of America, Inc E-Myth teaches you and helps you apply business concepts, something that most University Business Programs don't do. Enrique Casiano Rivera, M. Beauty Systems, Inc., Puerto Rico We are a start up company and I can honestly say that the E-Myth Mastery Program saved us from certain death. It not only gave us the ability to create incredible structure and systems, it played a key role in awakening the entrepreneur within our entire team. Eric Parish, Mentor Investment Group, LLC "E-Myth training is a powerful tool and a core component of Allstate s agency growth strategy. E-Myth teaches Allstate consultants and agency owners how to grow as entrepreneurs while improving their quality of life in the process." Gary Briggs, Field Vice President, Allstate Insurance Company E-Myth s pleasant e-learning experience lets you acquire valuable knowledge that you can easily put into use in your own business to obtain results quickly. Ramon Mier, Agrigan, Mexico E-Myth will expose your weaknesses and you get out of it what you put in. It requires you to think -- a lot. It will challenge you and if you accept the challenge you will be the better for it. My business has increased by 25%, my staff is more accountable and I can now focus on working on my business not in it. John Clerides - Marquis Wine Cellars...I have undertaken quite a few e-learning courses and most I would not pay for because the content was ordinary. The quality, tone and content of the tutorials was priceless. It is like having someone with experience work through the process with you. I thought it was great! Karen Paiyo, Infolosophy, Australia We were a brand new start up coming from over 20 years of military service. We knew we wanted to run a business but did not know how. We have learned how to create a vision, develop a strategy, and execute. E-Myth has taught us about financial statements, financial planning and cash flow. We are much more comfortable with who we are and where we are going thanks to E-Myth. Michael Whitecar, Chief Information Group 25

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