What did we promise?
A shared definition of the result the customer came for.
Agree on success.
Certified Practitioner Network
Bring better onboarding to your client work.
Help your clients turn new customers into confident, successful customers. Bring a clear method into your practice, with ongoing support and a network lead program that connects businesses with qualified partners.
For agencies and consultants · Apply before certification
Your clients won the customer. Help them keep the promise.
The work after the sale
A new customer needs more than a signed agreement.
Your client has made the sale. Now someone needs to turn the promise into a clear start. Confusing handoffs, unanswered questions and delayed first wins give you a practical place to help.
Who owns the next step?
Clear responsibilities for the client team and the customer.
Give each action an owner.
What progress can they see?
An early result the customer can recognize and build on.
Make the value visible.
Illustrative working documents. Every engagement starts with the client's actual situation.
The partner lead program
A connection from interest to the right practitioner.
Someone reads the book, explores the website or comes to us for consulting. When they want help applying the method, the lead program will connect them with one of our premier partners in the Practitioner Network.
Understand the need.
Enquiries from the book, website and consulting start with the business's onboarding challenge and the help they are looking for.
Match the right partner.
We will distribute relevant leads to qualified practitioners, considering their expertise, client fit and capacity to take on the work.
Discuss the engagement.
The introduction creates a starting point for a conversation. The client and proposed delivery team discuss fit, scope and next steps before work begins.
The lead program is part of the network offering. Distribution rules and participation terms will be shared before the program opens. Membership does not guarantee leads, projects or income.
Future resource
A directory of our partners.
The partner directory will help businesses explore practitioners by specialty and the clients they serve. It will live in Resources, alongside the book's supporting articles and tools.
Active Practitioner Membership
Support you can bring into the next engagement.
The membership is built around the work of running a practice: preparing an engagement, delivering it well and learning from what happens with real customers.
01
Partner lead program
Connect with businesses looking for onboarding help.
The network will distribute enquiries from the book, our website and consulting to qualified partners. Matching will consider the client’s needs, your expertise and availability.
02
Client delivery tools
Bring a useful starting point to the next engagement.
Work with interview guides, onboarding audits, handoff maps, first-win plans and progress reviews. Adapt the work to the customer and the business in front of you.
03
Service packaging resources
Give clients a clear scope to buy.
Use scope templates, proposal examples and practical guidance to shape Diagnostic, Transformation and Ongoing Optimization engagements.
04
Monthly client case clinic
Work through the difficult parts together.
Bring an onboarding challenge to a monthly group session. Examine the situation with Antonio and other practitioners, and identify practical next steps.
05
Private practitioner community
Have someone to compare notes with.
Ask questions, exchange experience and find collaborators who understand the method and the realities of client delivery.
06
Updated tools and examples
Keep learning from the work.
Access new resources and practical examples as the methodology is applied across different businesses and customer experiences.
These are the core benefits planned for the membership launch. Availability, schedule and membership terms will be confirmed before you enroll.
Your entry into the network
Start with your practice.
Build from there.
You can apply before earning a certification. Tell us about the clients you serve and the experience you bring. The next steps are a fit conversation and a training recommendation.
Start your application.
Share your current services, the businesses you help and what you want to build. This gives us a useful starting point for discussing fit.
Learn and demonstrate.
The Practitioner pathway includes the Specialist foundation and practical assessment. Existing Specialists build on the learning they have completed.
See the Specialist FoundationPut it into practice.
Earn Certified Practitioner recognition by demonstrating practical competence. Active membership then provides continuing support and participation in the network.
Credential and membership
Your earned credential is permanent.
Active Practitioner Membership is a separate recurring offering. It supports your ongoing client work through tools, the case clinic, community and updates.
Specialist certification is the foundation. It does not automatically confer Certified Practitioner status or network membership.
Before you apply
Do I need to be a Specialist first?
No. Start with an application. The Practitioner pathway includes the Specialist foundation. If you are already certified, we will identify the learning you have completed and the additional Practitioner work you need.
Who is this for?
Agencies and consultants who work with client businesses and want to add customer onboarding to their services. Your application helps us understand your experience and whether the pathway fits what you want to do.
How does the lead program work?
Onboarding That Converts will route relevant enquiries from the book, website and consulting to qualified partners. Matching will consider the client's needs, practitioner expertise and availability. Participation and distribution terms will be explained before the program opens; no minimum lead volume or paid work is promised.
What does it cost?
Practitioner training and membership pricing will be shared before you make an enrollment decision. Starting an application does not enroll you or create a payment commitment.
Can I use the materials with my own branding?
Commercial use of branded or co-branded materials will be covered by written usage terms. Those permissions will be explained before enrollment.
What happens after I complete the form?
Online submission is being connected. For now, you can review and download your application draft. Once applications can be submitted, the process will begin with a review of your practice, followed by a fit conversation and a recommended training path.
Your professional practice
Tell us who you help.
And what you want to build.
Start with your experience and your clients. We'll help you understand the pathway.
Start Your ApplicationPrepare and download your application now. Online submission is coming soon.
Read the trailer transcript
Your clients won the customer. Help them keep the promise.
After the sale, the questions start. Who owns the handoff? What does the customer need to do? When will they see progress?
Bring better onboarding to your client work with Onboarding That Converts. Learn to use the CLEAR method to help businesses give new customers a clearer start.
Begin with an application. The Practitioner pathway includes the Specialist foundation and practical assessment. Already a Specialist? Build on the learning you have completed.
Active Practitioner Membership supports the work with client delivery tools, service packaging resources, a monthly case clinic, peer community, and updated examples.
The network also has a lead program. Enquiries from the book, our website, and consulting will be matched with qualified partners, based on the work and their expertise. A future partner directory will help businesses find the right support.
Your earned credential is permanent. Membership provides continuing support for your practice.
Tell us who you help and what you want to build. Start your application to the Practitioner Network.