Step 2 – Learn the Booking System

🎯 Goal

By the end of this step, you'll be able to navigate Mobile Planet, organize and work your leads, track your activity, and confidently use the system you'll rely on each day as an advisor. 

⭐ Success Principle 

Master your tools. Then master your conversations. 

━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━

🎥 Watch — YOUR DAILY WORKSPACE

Why this step matters: Get comfortable with the system you'll use every day so you can focus on the member—not what button to click. 

▶️ WATCH: Your Daily Workspace 

━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━

📚 Learn

Complete the following training to learn how to access, organize, and work your leads efficiently.

🖥️ AO321 – Mobile Planet

This section will teach you how to confidently manage your leads and prepare for successful booking conversations.

Topics you'll complete:

• Intro to Mobile Planet

• Create Your Mobile Virtual ID Badge (note to come back to this if agent # not yet received)

• Sort Your Leads

• Send Introduction Texts

• Dial Efficiently

• Resolve Leads

• Enter Daily Production

🔗 Open AO321 – Mobile Planet (7 Videos)

Complete all 7 videos within the training link above. Once inside AO321, use the navigation button to move through each video in order until you've completed all 7.

━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━

📝 Study

Review your Step 2 Resources to reinforce proper lead management and learn how you'll track your daily numbers. 

🔗 Open Step 2 Resources

━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━

⚡Practice

Complete the following in Mobile Planet:

• Create your Mobile ID Badge

• Add a family member and your mentor as Plus Leads

In mobile planet-> click "More" (3 small dots, bottom right corner)-> click "Plus Leads"-> "Enter Plus Leads"-> Referred by Name: your name-> Organization: AO-> Next-> Fill in Lead Info: First Name, Last Name, Country, City, State, Phone #-> Click "Done"

• Send a practice introduction text to your mentor

• Practice dialing one of your Plus Leads

• Practice updating/resolving the lead correctly

• Enter your practice daily production in Mobile Planet

• Enter your practice numbers into your Daily Numbers Sheet

If you get stuck, return to the AO321 training or ask your mentor before moving forward.

━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━

✅ Step Complete

Before moving to Step 3:

• Watched the AO Ascend Step 2 video

• Completed all 7 Mobile Planet AO321 videos

• Created your Mobile ID Badge

• Reviewed Step 2 Resources

• Bookmarked your Daily Numbers Sheet

• Added your practice Plus Leads

• Completed your practice text & dial

• Practiced updating/resolving a lead

• Entered your practice production & Daily Numbers 

━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━

💡 AO Ascend Coaching Tip

Don't worry about being fast yet. Learn the system correctly — speed comes with repetition.

The goal isn't to know every button in Mobile Planet. It's to be comfortable enough with your tools that you can focus on the person you're talking to.