Solutions & Packages | Guided Growth Solutions
For Medicare call center agencies

Agency Growth Systems™

From New Hire to High Performance

Helping Medicare call centers build confident, compliant, high-performing teams through structured onboarding, sales training, customer service development, and scalable training systems.

These packages are one-time purchases. Agencies may add ongoing training or coaching services separately.

Foundation

Ignite

$3,995 one-time

Ideal for: Agencies that need a strong, consistent foundation for onboarding and agent development.

What’s included

  • Existing training review
  • Customization of existing training deck
  • New hire onboarding program
  • Medicare product training
  • Sales skills and objection handling
  • Customer service training
  • QA best practices
  • Basic business systems implementation plan
  • 1-hour implementation strategy session
Choose Ignite
Scale

Catalyst

$9,995 one-time

Ideal for: Established agencies that want a comprehensive, scalable training and onboarding system for continued growth.

Everything in Momentum, plus

  • Comprehensive business systems implementation planning
  • Expanded SOP and workflow development
  • Advanced onboarding process development
  • Higher-level training system customization
  • Half-day implementation strategy workshop
Choose Catalyst
Flexible support

Popular Agency Add-Ons

Additional Live Training Session$750
New Hire Onboarding CohortStarting at $2,500
Custom Training Module$1,500
New Product TrainingStarting at $1,500
QA Calibration Session$750
Ongoing Monthly Coaching · 2 sessions/month$1,500/month

Need something more customized?

Every agency is different. Schedule a complimentary discovery call to discuss a training solution tailored to your team, goals, and growth strategy.

Schedule a Discovery Call
For independent Medicare field agents

Independent Agent Success Academy™

From Licensed Agent to Trusted Advisor

Helping independent Medicare field agents build confidence, generate business, set appointments, conduct compliant Medicare presentations, and develop a sustainable, referral-driven book of business.

These packages are designed for individual independent agents and are one-time purchases. Agents may add coaching, workshops, and specialized training separately.

Start

Launch

$497 one-time

Ideal for: New or developing Medicare agents who need a strong foundation in Medicare, compliance, sales, marketing, and appointment setting.

What’s included

  • Medicare fundamentals
  • CMS compliance and marketing rules
  • Product knowledge
  • Conducting a needs analysis
  • Sales presentation skills
  • Objection handling and closing techniques
  • Marketing and lead generation
  • Appointment setting system
  • CMS-compliant educational events
Choose Launch
Sustain

Legacy

$1,997 one-time

Ideal for: Agents focused on a sustainable business, strong book of business, higher retention, and long-term referrals.

Everything in Momentum, plus

  • Book of business growth strategies
  • Client retention strategies
  • Cross-selling strategies
  • Three 60-minute personalized strategy sessions
Choose Legacy
Personalize your path

Build Your Experience

One-on-One Coaching · 60 Minutes$199
Sales Role-Play Session$149
Sales Script Review$99
Community Marketing Toolkit$299
Referral Toolkit$199
Selling Ancillary Products During a Medicare Review$297
Annual Enrollment Success Workshop$297
Four-Week Accountability Coaching$497
Twelve-Week Business Coaching$997

Ready to build more than a book of business?

Choose the level that fits where you are today, then add coaching or specialized training as your business grows.

Choose Your Program
Guided support at every stage

Not sure which path fits?

Schedule a complimentary discovery call to talk through your goals and identify the right next step—without pressure or overly sales-heavy language.

Schedule a Discovery Call
Solutions & Packages

Empowering others to be their best

Choose the path built for your business. Guided Growth Solutions provides structured growth systems for Medicare call centers and practical success training for independent Medicare field agents.

Training Services

Deep, collaborative interventions designed to rewire organizational culture
and individual leadership habits.

Executive Systems Coaching

A personalized, 12-week immersive journey for senior leaders. We analyze
your cognitive load, decision-making frameworks, and communication
flows to build a high-leverage operating system.

Reduced Burnout
30% Efficiency Gain
Strategic Clarity

The AIM Method

Our proprietary workshop series on
Alignment, Integration, and Mastery.
Perfect for fast-scaling startups.

Next Cohort
October 2027

Team Facilitation

Resolving organizational friction through human-centered systems
design and mediation.

Guided Growth Solutions

Scaling your unique culture requires more than a template. We build the training infrastructure your mission demands.

Plug-and-Play Programs

Immediate impact through structured digital toolkits and self-paced mastery modules.

$299

The 0-1 Clarity Kit

Complete operating framework for
first-time founders. Includes Notion
templates and video guides.

Most Popular

$299

Velocity Sprint

A 14-day guided audit of your
personal productivity. We strip away
the noise and solidify the essentials.

$299

Communication Lab

Master the art of high-impact
feedback and difficult conversations
through systematic scripts.

Not sure which path to take?

Schedule a discovery call with Melissa to map out your growth trajectory and find the
right fit for your team.