PHASE 1 — CORE FOUNDATION (brand-agnostic, required for every KK Agent)

New Employee Onboarding

PHASE 1 — CORE FOUNDATION (brand-agnostic, required for every KK Agent)

4 Students

Last Updated: September 21, 2026

8 Sections
36 Lessons
33 Quizzes
8 Assignments

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Module 0 : Foundation Access

8 Lessons 1 Quiz

Module 1 : KINDKATCH BUSINESS MODEL

1 Lesson 1 Quiz

Module 2: LEAD OUTREACH

8 Lessons 8 Quizzes 2 Assignments

MODULE 3 -- MEMBER TOUCHPOINTS

5 Lessons 6 Quizzes

MODULE 4 -- ADMIN FUNCTIONS -- CORE POLICIES

4 Lessons 5 Quizzes

MODULE 5 -- KK GROWTH PLAYBOOK

4 Lessons 5 Quizzes

MODULE 6 -- QA & REPORTING

5 Lessons 6 Quizzes 6 Assignments

Phase 1 Sign-Off Checkpoint: Ready for Brand Assignment

1 Lesson 1 Quiz

PHASE 1 — CORE FOUNDATION

Phase 1 is the required core training foundation for every KK Agent, regardless of the studio or brand they will eventually support. This phase introduces the KindKatch/SAS partnership model, the KK Agent role, required tools, communication standards, security expectations, core workflows, quality standards, and reporting practices.

Because Phase 1 is brand-agnostic, it focuses on the universal skills every KK Agent must demonstrate before moving into brand-specific training. Learners will build the foundational knowledge needed to support lead outreach, member touchpoints, admin workflows, CRM logging, growth campaigns, quality assurance, KPI tracking, end-of-day reporting, and professional client communication.

During this phase, learners will complete Modules 0–6 in sequence. Training begins with orientation, access setup, cybersecurity, and internal communication expectations, then progresses into lead outreach workflows, member engagement, admin policy, the KK Growth Playbook, QA standards, daily task prioritization, and performance reporting.

By the end of Phase 1, learners should be able to:

Explain the KK Agent role and the KindKatch/SAS business model.
Navigate the core tools and understand how each supports daily work.
Follow approved lead outreach workflows and communication standards.
Log outreach activity accurately and consistently.
Support member touchpoints using brand-agnostic best practices.
Apply core admin policies for freezes, cancellations, declined payments, and escalations.
Understand the purpose of the KK Growth Playbook and its Defense, Offense, and Intelligence pillars.
Complete EOD reports, track KPIs, and apply quality assurance standards.
Communicate professionally with supervisors, teammates, and client contacts.

Phase 1 is completed before brand assignment-specific training begins. Once learners successfully complete the core foundation, they are prepared to move into Phase 2 — Brand-Specific Training, where they will learn the voice, workflows, technology stack, and operating expectations of their assigned studio brand.

Free

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This course includes

Build a strong foundation in the KK Agent role, scope of work, and first-30-days expectations.

Learn the KindKatch/SAS partnership model and how KK Agents support studio growth.

Complete orientation, onboarding, tool access, work schedule, communication standards, and cybersecurity requirements.

Understand the core tools used in daily KK Agent work, including OrangeBook, KindKatch CRM, Studio Portal, MindBody, RingCentral, Zendesk, Slack, and studio email.

Practice lead outreach workflows for new leads, older leads, terminated members, and missed guests.

Learn approved call, text, voicemail, objection-handling, and CRM logging standards.

Build skills for member touchpoints, including milestone messages, low-use outreach, mass campaigns, and social media response workflows.

Understand core admin policies for freezes, cancellations, declined payments, weekly bulletins, and escalation standards.

Explore the KK Growth Playbook and its three pillars: Defense, Offense, and Intelligence.

Learn quality assurance standards, KPI tracking, A/B testing, EOD reporting, daily task prioritization, and client communication protocols.

Complete scenario practices, skill drills, role-plays, knowledge checks, and supervisor-reviewed activities to confirm readiness for brand-specific training.

Prepare to transition into Phase 2 — Brand-Specific Training after successfully completing Modules 0–6.