
VOLT Intake & Lanes Workbook
Six tabs show the intake diagnostic, how answers route, all four VOLT lanes, and the full six-session group-track syllabus.
Review the VOLT intake and lane logic, mark up the referral agreement, and take a look at the website photo option. Go at your own pace. Nothing here is too precious to change.
Three items, each with one clear purpose. The buttons below open or download the exact files in this review room.

Six tabs show the intake diagnostic, how answers route, all four VOLT lanes, and the full six-session group-track syllabus.

The current commercial framework for reciprocal referrals, SURGE sales facilitation, payment timing, client ownership, website listing, and independence.

This is the black and gray version I think will sit beautifully with the current website branding. It is an option, not a decision made for you.
This is a reading guide, not a replacement for the agreement. The agreement itself controls.
A qualified name is handed over and the receiving company runs discovery, scoping, pricing, and close.
The referring company runs the sales conversation, scopes the engagement, and brings over a client who has committed.
The referral fee follows the client's actual payments and is paid within 15 business days after the applicable funds are received.
Delivery by Real Inspiration under the SURGE HR+ brand is not part of this agreement. Any expanded delivery model gets its own written agreement.
The workbook is meant to show you exactly what I am using before a coaching opportunity ever lands on your desk.
The early tabs show the sponsor friction scan and the routing logic that translates those answers into a recommended coaching lane.
The back half gets specific about the products and asks where you want to participate.
Whenever you get to it. Rough is fine. I would rather have working notes than wait for something polished.
I thought through this with care, but I am not attached to wording for the sake of wording. Take your time, send rough notes, and we will shape the parts that need shaping.