Virtual ISA Program · Onboarding
Your ISA's operational blueprint.
Eleven short sections. The answers here brief your dedicated Inside Sales Agent so they integrate into your business from day one. Takes about ten minutes — your progress is saved on this device as you go.
Thank you. Blueprint received.
Thank you for completing your onboarding. Your responses are on their way to the High Performance Coaching team. Joseph and your ISA will review everything before your kickoff call.
Step one · book your kickoff
Book your kickoff call
Pick a time with the APEX team. We'll align on your pipeline and get your ISA live.
Step two · connect your ISA
Add your ISA to your tools
We'll send you your ISA's email address. Use it to add them as a user in the tools you run on, so they can work your leads from day one. Open the ones you use — each has the exact steps — with an official walkthrough video where one is available.
- As an Owner or Admin, go to Admin → Team and click + Add Team Members.
- Enter their name and the email we provide.
- Set the role to Admin so they see every lead — or ISA / Account Team Leader if your plan offers it.
- Click Add Team Members. They'll set a password from the invite email.
Each user is a paid seat (billed pro-rated). Follow Up Boss guide ↗
- Click the Settings gear, then Team → Agent → Add A Member.
- Enter their name and the email we provide, and assign them to an Office.
- Give them a standard Agent role (not Admin or Office Owner).
- Save. They activate by clicking Join Lofty in the welcome email.
An extra seat may be billed depending on your plan. Lofty guide ↗
Official walkthrough- Go to Settings → My Staff and click + Add Employee.
- Enter their name, the email we provide, and set a temporary password.
- Under Roles & Permissions, keep them as a User and enable Conversations, Calendars, Contacts and Opportunities.
- Save, then send them the email + password to log in.
No extra cost — Go High Level includes unlimited users. Go High Level guide ↗
Official walkthrough- As a Company Admin, click your profile picture → Agents, then Add Agent.
- Enter their name, the email we provide, a password, and assign an Office / Team.
- Leave Make Admin unchecked and Roster Only unchecked.
- Click Add Agent to save.
Seats are billed through your brokerage contract. BoldTrail guide ↗
- As a Manager, go to Users → Users and click Add New User.
- Enter their name, the email we provide, and a temporary password.
- Set the User Type to Manager (sees all leads) or Agent (assigned leads only).
- Save. They reset the password on first login.
Extra seats are an add-on on most plans. Sierra guide ↗
Official walkthrough- Click your profile icon → Settings → People, then Invite People.
- Enter the email we provide and set the role to Member.
- Click Confirm and invite — they accept the emailed link (valid 30 days).
- Publish your designs as Brand Templates shared with everyone in your team so they can use them.
Uses one paid seat on Canva Business. Canva guide ↗
- Find the Users, Team, or Members area in your tool's settings (usually admin-only).
- Add a new user with the email we provide.
- Give them standard agent access to leads, conversations, and the calendar — they don't need admin or billing.
- Send the invite, and let us know if anything's unclear on your kickoff call.
Not sure which access to give? We'll walk through it together on your kickoff call.