Start Here — Zoop Crew Hub

Welcome to the Zoop Crew · Start Here

You're in.
Here's exactly what to do first.

This page is your orientation. Every resource, guide, and training document the Zoop Crew has built is organized below. Follow the steps in order, then use the resource library as your ongoing reference. The only wrong move is not starting.

Your First Steps

Do these three things. In this order.

Three things. That's it. Do these and you're in the game.

01
Join the Zoop Crew This is your home base. Training recordings, wins, resources, and the full Crew are here. Everything lives in the community — if you're not in it, you're working without your team. Join the Community →
02
Study the 101 Talk tracks, discovery checklist, email templates. Learn the 10-second conversation starter and the 15-second talk track before you get on the phone with anyone. The resources are all below — know them cold before your first call. Open Talk Tracks → Open Discovery Checklist →
03
Show Up Bold OS v6 — every Tuesday. We're in Week 7. Live Agent Training runs Tuesday, Thursday, and Saturday. Don't just attend — bring a real question, a stuck deal, or a scenario you want to work through. The Crew learns from everything in the room. Access Training →

Resource Library

Everything in one place.

Every guide, training doc, session note, and template the Zoop Crew has built. Organized by category. Bookmark this page — you'll come back to it.

📋
Sales & Field Tools 4 resources
Talk Tracks · Templates Zoop Crew 101 — Talk Tracks & Email Templates 10-second conversation starter, 15-second talk track, and email templates. The field communication foundation. Know these before your first call. Open Document → Checklist · Bold OS Financial Discovery Checklist Full process checklist for moving leads through discovery and the CRM — built on Bold OS principles. Use this before every call until it's second nature. Open Checklist → Call Guide Financial Needs Discovery Call Outline Full outline for running a financial needs discovery call. The structure, the questions, and the flow — all in sequence. Open Outline → Product Knowledge Life Insurance Protections Deep-dive resource on life insurance protection strategies — what they cover, how to position them, and when they apply to your clients. Open Document →
🧠
Training Session Notes & Guides 12 resources
Training Guide · Apr 21, 2026 Recruitment Scaling & Pressure Release 17 to 1,700 agents. 100 recruits per agent by end of Q2. Voss-style pressure release scripts, automated CRM onboarding, and new MVP + full medical plans for groups of 10+. Open Guide → Training Guide · Apr 14, 2026 The Tax-Free Forever Bucket Stop sounding like an insurance agent — start sounding like a tax strategist. The Integrated Ecosystem, KEP.io COBRA offboarding, and positioning life insurance as an asset class against financial advisors. Open Guide → Training Guide · Apr 11, 2026 The Power of Zero Zero-cost employee benefits for B2B. Kept.io for COBRA offboarding and automated rollover leads. The Corporate Flex Method and infrastructure for 1,500 new agents next quarter. Open Guide → Training Guide · Apr 7, 2026 Break Out of Tax Jail Why "just pay the taxes" is the wrong answer. Two strategies: leveraged life insurance to fund the tax bill, and tax mitigation partners who offset 60–70% of the liability. Open Guide → Training Guide · Apr 2, 2026 College Funding & The Real Estate Spread The Tuition Score (hidden aid vs. 529 plans), Lazy Equity (real estate calculator), and Tax Recovery. Marketing Executives share information that helps people win. Open Guide → Training Guide · Mar 31, 2026 Future Flex & Your Branded Business Custom Branded Sub-Accounts, Speed to Lead, and the Future Flex strategy. Every agent gets their own marketing machine — and a 5-minute lead response standard. Open Guide → Training Guide · Mar 28, 2026 Living Benefits & Compliance Vigor The Living Benefits hook, why recording every call is your shield not your burden, and how compliance builds trust with carriers and clients alike. Open Guide → Training Guide · Mar 26, 2026 CRM, Compliance & The Spread Go Time. Clean calendar, professional frame, and three disruptors: The Spread (policy loans), the Grandma Case ($1k deficit → $2.5k surplus), and the IRA Tax Escape. Open Guide → Training Guide · Mar 24, 2026 "It's Go Time" — Zoop Crew Training The shift from setup to execution. The "Go 30" plan, mastery mindset, and closing the Strategy Gap for clients. Robert's most recent session guide. Open Guide → Training Guide · Mar 19, 2026 Waterfall Strategy & High-Net-Worth Wins Introduction to the Waterfall Strategy for HNW clients ($300k+ minimum). Three-bucket allocation, unlimited upside, approximately 1% downside risk. Open Guide → Session Notes · Mar 19, 2026 Zoop Crew Power Training Notes Full notes from the Mar 19 power training — CRM sync wins, the $6.5M HNW case study, and the unveiling of the Waterfall Strategy. Open Notes → Session Notes · Mar 21, 2026 Saturday Training — Zoop Crew Recruitment wins, community structure, lead funnel strategy, and the introduction of the Zoop Crew Community as the central training hub. Open Notes →
🤝
Recruiting 2 resources
Playbook The Elite Agent Playbook How Zoop disrupts the $461B annuity and $16B life insurance market. The mission, the pitch for elite agents and advisors, and why the ecosystem wins. Open Playbook → Setup Checklist · Guide Recruiting Calls Setup & Guide System setup checklist before your first recruiting interview, plus the full guide for conducting recruiting calls — Bit.ly links, GHL snippets, calendar sync, Fathom AI recording. Open Guide →

Don't Miss This

Live training is where the methodology gets real.

The resources above give you the foundation. Live sessions are where you sharpen it. Show up with a real question, a live scenario, or a client situation you're working through. Every rep counts.

Bold OS · Every Tuesday Live Sessions · Tue / Thu / Sat Bold OS v6 · Week 7
Access Training → Go to Community →