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Satori Prime — Internal Operations
Level 1 → Level 2
Transition SOP
For coaches and internal team use only · Complete all steps in order
01
Transition Checklist
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Confirm Level 1 completion Client has completed Level 1 requirements and is ready to transition. Confirm with Ilan or leadership if unsure.
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Add client to Level 2 automation Use the Level 2 Upgrade form in Section 02 below. Submitting adds them directly to the GHL Level 2 sequence.
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Send transition email to client Fill in Section 04, then use "Open in Email" in the toolbar — or copy the template and send manually. CC Ella, BCC Ilan & Guy. Attach both .ics files.
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Download and attach both .ics calendar files to the email Use "Group Call .ics" and "Practice .ics" buttons in Section 04. Attach both files to the email before sending — they set up the full recurring series automatically in the client's calendar app.
02
Add Client to Level 2 Automation
Submitting adds the client directly to the GHL Level 2 automation sequence.
03
Group Call Schedule Reference
Group Call — Wednesdays, every other week
Pacific (PT)
1:00 PM
2-hour call
Eastern (ET)
4:00 PM
Same day
United Kingdom
9:00 PM
Same day (BST)
Australia (AEST)
8:00 AM
Following morning
Emergent Group Call — First Tuesday of every month
Pacific (PT)
1:00 PM
1st Tuesday monthly
Eastern (ET)
4:00 PM
Same day
United Kingdom
9:00 PM
Same day (BST)
Australia (AEST)
8:00 AM
Following morning
Live Practice Session — Mondays, every other week
Pacific (PT)
9:00 AM
1-hour call
Eastern (ET)
12:00 PM
Same day
United Kingdom
5:00 PM
Same day (BST)
Australia (AEST)
3:00 AM
Following morning
04
Client Transition Email Template
Copy & send from your email — personalize greeting as needed
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