Facilitator Support

Contact Lori Lorenz for phone or email support. Text first to setup a time for a phone call to (612)702-2514. Or, send an email to [email protected].

FAQ

Most frequently asked questions and answers

You can invite your clients from the Authorized Facilitators Portal.

  1. Click Facilitators on the top main menu.
  2. Select Authorized Facilitators Portal
  3. Click on Invite Seekers icon (person holding a heart)
  4. Enter your client’s first and last name as you want it to appear on their report
  5. Enter their email address.  
  6. Click Send in the bottom right of the page.

Contact Lori Palm via email, [email protected] or phone, 612-388-9220 to order more licenses.

  • Licenses are bundled in units of 5
  • Each bundle costs $225 ($45 each)
  • Note that the Core Passion Assessment retail price is $90

The Core Passion Assessment retail price is always $90.  There are many ways to integrate it into your offering.  Here are two examples.

  • Included in a program.  If the Core Passion Assessment is part of a program that has multiple deliverables, you don’t need to show the retail price of the assessment.
  • Sold standalone. List the retail price as $90.

Workflow

Use your own ecommerce or payment methods for the sales transaction to collect payment.

After the client’s transaction is complete, invite them to take the Core Passion Assessment.

You can set your notifications to send you an email when your client completes the assessment.

  1. Click Facilitators on the top main menu.
  2. Select Authorized Facilitators Portal
  3. Click on the Notifications icon(envelope with an exclamation mark – !)
  4. Click the toggle button to the right of NOTIFY when a seeker finishes CPA.  It will turn gold when toggled ON.

To see how many licenses you have left follow these steps.

  1. Click Facilitators on the top main menu.
  2. Select Authorized Facilitators Portal
  3. Click on Invite Seekers icon (person holding a heart)
  4. View the license count at the top of the INVITE SEEKERS box. For example:
    You have 32 unused out of 40 CPA licenses

You can print reports in the Authorized Facilitators Portal.

  1. Click Facilitators on the top main menu.
  2. Select Authorized Facilitators Portal
  3. Click on the Reports icon (bar chart)
  4. Click the arrow to the right of the seekers name you want to print
  5. Click the arrow to the right of the date you want to print
  6. Click the DOWNLOAD button at the bottom right of the REPORTS box.
  7. After the report downloads, click on the download link to view it in your browser, then click the browser’s print button to print the report.  You can also use Adobe Acrobat Reader to print the report.

The Authorized Facilitators Portal supports team reports.  View the tutorial to learn how to work with team reports.  To get started follow these steps.

  1. Click Facilitators on the top main menu.
  2. Select Authorized Facilitators Portal
  3. Click on the Reports icon (bar chart)
  4. Click on the TEAMS button in the bottom left corner of the REPORTS box.
  5. Select the team you want to print
  6. Click the DOWNLOAD button at the bottom right of the REPORTS box.
  7. After the report downloads, click on the download link to view it in your browser, then click the browser’s print button to print the report.  You can also use Adobe Acrobat Reader to print the report.

If you need to add a team, select the Teams icon (world with people) and click the ADD+ button to name the new team and add members.

The Core Passion Affiliate Program is in development.  It will be available in early 2022.  

It will have an Affiliate’s Dashboard for you to track your earnings and download images and content to use with your social media.

You will be able to affiliate resell programs like Core Passion Mastery where people become authorized facilitators.

We want to collaborate with you.  Everyone’s process is unique.  To get started:

  • Consult with Lori Palm for content and workflow. 612-388-9220
  • Consult with Lori Lorenz for technical logistics. 612-702-2514

Yes. Call Lori Palm, 612-388-9220, for scheduling and details.

They have keynotes, one-hour and two-hour workshops, and full day programs available.

Tutorial

FAQ for Seekers

Coming Soon

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