Facilitator Hub
FACILITATOR
01 — YOUR ROLE
The Facilitator
You are the connective tissue of the ARC system. You guide members, qualify hot leads, dispatch to SPs, and hold standards. Every hub runs on Facilitator energy.
02 — ENTRY POINTS
Two types of lead
Slow lead: Template download → email sequence → Foundation Program invitation. No Facilitator time needed.

Hot lead: Enquiry form → you call within 24 hours → forward brief to 1–3 SPs.
03 — YOUR TOOLS
What's in this hub
All procedures you need, the SP rotation manager, key links and contacts. Everything in one place — no searching through emails or docs.
Quick reference
ItemDetail
Facilitator bookingcalendly.com/justforfb1970/facilitator
ARCiversity (member entry)arciversity.online
ARC Hub main sitearc-hub.online
ClickUp workspaceapp.clickup.com
SP rotation listsClickUp → SP Lead Rotation folder
Hot lead response timeCall client within 24 hours. Forward brief to SP within same day.
SP referral ruleFounding SPs (Tier 2) always first. Tier 3 by fewest leads. Queue resets on dispatch.
Orange flag trigger3 leads sent to a client or SP with zero conversions → review and flag.
Free offer language"Choose Wisely — You Get One Free" — one Foundation Program per member.
Assessment toolsAlways called "Pillars" in member-facing copy. Never "diagnostics".
Procedures library
Hot lead — SP dispatch procedure
HOT LEAD HANDLING

When a hot lead form is submitted

Every enquiry submitted through the hub site lands in your email. Read the brief fully before doing anything else. You need to know: which hub, what the actual problem is, how urgent, and how many SPs they want.

Step 1 — Call the client first

Before contacting any SP, call or email the client to introduce yourself.

Script: "Hi [name], I'm [your name], the Facilitator at the ARC [hub] Hub. I've received your brief and I'm reviewing it personally before connecting you with the right people. Is now a good time for a quick 5-minute chat?"

If you can't reach them by phone, send a brief email acknowledging receipt. Tell them you'll be in touch within 24 hours.

Step 2 — Identify the right SPs

Open ClickUp → 🔄 SP Lead Rotation folder → the relevant hub list.

For 1 SP: Founding SP with the oldest Last Lead Sent date (Active). If none available, Tier 3 SP with fewest total leads.

For up to 3 SPs:

  • SP 1: Founding SP — oldest Last Lead Sent
  • SP 2: Founding SP — second oldest Last Lead Sent (different person)
  • SP 3: Tier 3 SP — fewest Leads Sent Total

If a SP is marked At Capacity or Unavailable — skip them for this lead. They keep their position for the next one.

Step 3 — Send the brief to SPs

Template: "Hi [SP name], warm lead for you. [Client name] needs [brief description]. Their timeline is [timeline]. I've already spoken with them — they're expecting contact from a specialist. Please reach out within 24 hours if possible."

Step 4 — Update SP rotation records

In each SP's ClickUp task: update Last Lead Sent to today, add 1 to Leads Sent Total. If at capacity, note it.

Step 5 — Log the lead

Use the SP Manager tool (Tools tab) to log the dispatch. Or add a task to the 🏢 Hub Service Provider Enquiries list in ClickUp. Status: Referred.

Follow-up

Set a follow-up date 7 days out. Check in with both client and SP. Log the outcome in the SP Manager. Update status: Converted / Not Converted + why.

Orange flag rule: If a client has received 3 leads with no conversion, flag them for review. Same for an SP with 3 leads and no conversions — they may need coaching or a different brief quality.
Member onboarding — Foundation Program
MEMBER PATHWAY

When a new member starts their Foundation Program

Every member journey begins at ARCiversity. They take a free Pillar diagnostic, get their results, and are connected to a Facilitator. That's you.

Step 1 — Review their Pillar results

Before your first call, read their results. Understand which Pillar scored lowest and what that means for their business. Come to the call with one clear observation.

Step 2 — First Facilitator call (20 minutes)

This call is about understanding, not selling. Ask about their business, their biggest frustration, and what they're hoping to change. Let them talk.

Opening: "I've had a look at your Pillar results. Before I share what I noticed, tell me a bit about where you're at with your business right now."

Step 3 — Map their Foundation Program

Based on the call, identify which of the 3 Zoom classes will be most relevant to them. Set dates. Confirm their access to the 5 Service Providers in their hub area.

Step 4 — Run the 3 Zoom classes

Each class is group-based. Cover the topic, take questions, provide the session resource. Keep it practical — business owners want actions, not theory.

Step 5 — Post-program check-in

At the end of the 6 weeks, check in. What changed? What are they still stuck on? This is the natural transition point to paid membership and ongoing support.

Language rule: Always call assessment tools "Pillars" — never "diagnostics" in anything a member sees or hears.
Onboarding a new Service Provider
SP ONBOARDING

When a new SP joins

Service Providers are either Founding (Tier 2) or Standard (Tier 3). Founding SPs paid $15,000 upfront (or $1,500/month × 12). Tier 3 SPs pay $1,500–$5,000.

Step 1 — Add them to the SP Manager

Open the SP Manager tool (Tools tab). Click Add SP. Fill in all fields including their tier, hub, specialisation, and for Tier 3 the amount paid. Set status to Active.

Step 2 — Send them the onboarding guide

Share the ARC Claude Onboarding Guide with them. Walk them through setting up their Claude account and connecting ClickUp. This is how they access their own context and tools.

Step 3 — Brief them on how leads work

Explain the rotation system. They receive referrals from you. They do not solicit clients directly through the ARC system. When a referral comes through, they have 24 hours to reach out.

Step 4 — Set expectations on conversion

Let them know leads will come through as the hub builds. Founding SPs get priority in the rotation. Quality of engagement matters — if leads aren't converting we'll talk about why and fix it.

The SP's job starts when you send them the brief. What happens after that is their business. You follow up after 7 days to log the outcome — converted or not, and why.
Slow lead — email nurture pathway
TEMPLATE PATHWAY

What a slow lead is

A person who downloaded a free template from a hub site. They have a specific problem, they're not in a rush, and they haven't requested SP contact. They are in a nurture sequence.

What happens automatically

Once the email sequences are built and live in Mailchimp, slow leads flow through a 5–6 email sequence automatically. No Facilitator time required.

What the sequence does

  1. Confirms download and delivers value on their specific topic
  2. Adds a second insight or tool related to their download
  3. Introduces the broader picture — one specific problem usually means others
  4. Introduces the Foundation Program — free, 6 weeks, no card required
  5. Soft follow-up for anyone who didn't open the Foundation Program email

When do you get involved?

Only if they respond to an email directly, or if they submit a hot lead form after reading the sequence. At that point they move from slow lead to hot lead — follow the Hot Lead procedure.

Slow leads are handled by email automation. Don't manually follow up with template downloaders unless they contact you first.

SP Manager

Add and manage service providers, log lead dispatches, track outcomes, and monitor flags.

01 Your role in ARC ROLE OVERVIEW

The Facilitator is the most important role in the ARC system. Not the most senior — the most important. Every hub runs on Facilitator energy. Without you, the system is infrastructure with nobody in it.

What you are

You are an equity-holding, standards-bearing builder. You guide members through their pathway, qualify leads, dispatch to Service Providers, and hold the culture of your hub. You earn a permanent stake in every Hub your graduates form. The more you invest in the people who move through your hub, the larger the network you hold equity in.

What you are not

  • You are not a manager — you guide, you don't direct
  • You are not a teacher — you facilitate real work, not theory
  • You are not a salesperson — value does the selling
  • You are not available 24/7 — slow leads are handled by email automation, not by you

Your three core responsibilities

1
Guide members through their Foundation ProgramReview Pillar results, run the three Zoom classes, connect members to their five Service Providers, and support progression through the membership tiers.
2
Handle hot leadsRespond within 24 hours. Call the client. Understand their brief. Dispatch to the right SP(s) using the rotation system. Follow up on outcomes.
3
Hold standardsThe ARC system only works if Facilitators hold the line. That means using correct language, following procedures, keeping records, and raising flags when something isn't working.

What Darren's role is

Darren is the Hub 01 Architect. His job is to build and improve the system — not to operate it. You will not receive day-to-day direction from him. Your reference points are this manual, the procedures in this portal, and the ARC Decisions Register in ClickUp.

The rule: If something is not in this manual or the procedures, check the ARC Decisions Register in ClickUp before asking. Most answers are already there.
02 The ARC system — what it is and how it works SYSTEM OVERVIEW

What ARC is

ARC (Australian Resource Centre) is a hub-and-spoke community ownership network. It is not a single product. It is a replicable operating system for building passion communities with real economic outcomes for their members.

The five-layer structure

LayerNameWhat it is
1ARC CoreGoverning centre. Sets doctrine, approves hubs, maintains standards.
2HubsSelf-governing units of five Facilitators. Each runs its own projects and communities.
3ProjectsOperational ventures — marketplaces, training programs — generating real outcomes.
4SpokesDevelopment pathways moving members from entry level through to Hub Co-Founder.
5Rim CommunitiesThe public entry point. Where people first encounter the ecosystem.

The Hub Cluster — your support infrastructure

Seven specialist hubs serve every spoke in the network, regardless of niche. As a Facilitator, these are the experts you route members and hot leads to.

HubFocus area
02-01 Facilitator DevelopmentRecruiting, training, and certifying Facilitators
02-02 FinancingCashflow, funding, financial planning
02-03 LegalContracts, IP, compliance
02-04 New DevelopmentNew offers, acquisitions, revenue streams
02-05 Sales & MarketingLead generation, content, paid ads, email
02-06 Improvement CentreSystems, SOPs, operations
02-07 Quality ControlKPIs, audits, standards

The member journey

Every member starts at ARCiversity (arciversity.online) — the single front door for the entire ARC network. They take a free Pillar assessment, receive their results, and are connected to a Facilitator. That's where your relationship with them begins.

From there: Foundation Program (6 weeks free) → Bronze/Silver/Gold membership → grade progression → eventual Hub Co-Founder pathway.

The four-tier network

TierWhoYour relationship
Tier 1Hub Co-Founders / FacilitatorsYour peers and the people you're building with
Tier 2Founding SPs ($15,000 upfront)Priority in the lead rotation — they backed the system early
Tier 3Standard SPs ($1,500–$5,000)Enter rotation after Founding SP slots are filled
Tier 4ClientsHot leads you qualify and route to SPs

The Rule of Five

Every hub is governed by exactly five Facilitators. When a hub is full, it replicates — it does not expand. This keeps leadership cells small, accountable, and trust-based. This rule is non-negotiable.

03 Using this portal PORTAL GUIDE

This portal is your operational home. Everything you need to do your job is here — no searching through emails, no hunting through folders.

The five sections

1
OverviewQuick reference card for the most-needed information — booking links, key rules, locked language. Start every session here to ground yourself.
2
ProceduresStep-by-step procedures for the four core operational tasks. Expand whichever one applies. Follow it exactly — procedures exist so you don't have to make judgement calls under pressure.
3
SP ManagerThe Service Provider rotation tool. Add SPs, log lead dispatches, track outcomes, see flags. All data saves in your browser — it's there every time you log in.
4
Manual (this section)The complete Facilitator Manual. Everything you need to know about the role, the system, and how to use the tools. Read it once fully when you start. Reference it whenever you're unsure.
5
ResourcesAll key links — ClickUp, ARCiversity, arc-hub.online, the seven SP rotation lists. Locked copy you can paste directly into communications.

Logging in

The portal is password-protected. Your access code was provided by your Hub Co-Founder. Once logged in, you stay logged in on that device until you sign out. Do not share your access code.

Your data

SP Manager data (service providers, leads, clients) is stored in your browser's local storage. It persists between sessions on the same device and browser. Do not clear your browser data or you will lose SP Manager records. Back up important records to ClickUp regularly using the SP rotation lists.

Best practice: When you log a lead dispatch in the SP Manager, also update the SP's task in ClickUp. The portal is your working tool; ClickUp is the permanent record.
04 Using the SP Manager TOOL GUIDE

The SP Manager (Tools tab) is your rotation tracker, lead logger, and client database in one. Here is how each part works.

Dashboard

Shows summary stats, any orange flags (3 leads sent with no conversion), and follow-ups that are overdue. Check this first every time you open the portal.

Service Providers tab

Lists all SPs across all hubs. Filter by hub to see only the SPs relevant to a specific lead. The queue view at the bottom of a hub-filtered list shows who is next in rotation automatically — you don't need to calculate this yourself.

Adding a new SP

  1. Click + Add SP
  2. Fill in name, email, phone, tier (Founding or Tier 3), and for Tier 3 the amount they paid
  3. Select their hub and set status to Active
  4. Add their specialisation — be specific (e.g. "Commercial litigation and contract review", not just "Legal")
  5. Save

Updating SP status

When an SP tells you they're at capacity or temporarily unavailable, open their record and update the status. They stay in the queue — just skipped for current leads until you set them back to Active.

Log Lead tab

Use this every time you dispatch a lead to an SP. Fill in the client details, select the hub, choose how many SPs they want. The tool shows the recommended SPs based on queue rules. You can override by unchecking recommended SPs and selecting others — but only do this if there's a genuine reason (e.g. a specific expertise match).

Always set a follow-up date — 7 days from dispatch is the default. This creates the overdue follow-up reminder on your dashboard.

Updating outcomes

After following up with the client and SP, click Update on the lead record and log the outcome. Options: Sent → In Conversation → Engaged → Converted / Not Converted. If not converted, log why. This data builds the intelligence that helps the system improve.

Clients tab

Auto-populated from your lead dispatches. Shows each client, how many leads they've received, whether any converted, and flags any client with 3+ leads and no conversion.

The orange flag

When you see an orange flag on a client or SP, it means 3 leads have been sent with zero conversions. This is not an automatic action — it's a prompt for you to investigate. Common reasons:

  • Client flag: Client may not be serious, or their brief is too vague for SPs to engage with. Consider calling them directly.
  • SP flag: SP may not be responding fast enough, or their pitch needs work. Have a conversation with them.
Remember: SP Manager data lives in your browser. Back up important records to ClickUp regularly.
05 Hot lead procedure — step by step PROCEDURE

A hot lead is someone who submitted the enquiry form on a hub site. They have a specific problem and want SP contact. They are not going through the email sequence. They need a human response within 24 hours.

Step 1 — Read the brief fully

Before doing anything else, read the submission. Know: which hub, what the actual problem is, their timeline, and how many SPs they want (1 or up to 3).

Step 2 — Call the client first

Script: "Hi [name], I'm [your name], the Facilitator at the ARC [hub name] Hub. I've received your brief and I'm reviewing it personally before connecting you with the right people. Is now a good time for a quick 5-minute chat?"

If you can't reach them by phone, email immediately and let them know you'll be in touch within 24 hours.

Step 3 — Open the SP Manager and identify who to send

Go to the Log Lead tab. Select the hub. The tool will show you who is next based on the queue rules. For 1 SP: next Founding SP. For up to 3 SPs: two Founding SPs (by oldest last lead date) + one Tier 3 SP (by fewest leads total).

If a SP is At Capacity or Unavailable — skip them. They keep their position for the next lead.

Step 4 — Send the brief to selected SPs

Template: "Hi [SP name], warm lead for you. [Client name] needs [brief description]. Their timeline is [timeline]. I've spoken with them — they're expecting contact from a specialist. Please reach out within 24 hours."

Step 5 — Log in SP Manager and ClickUp

Dispatch the lead in the SP Manager (sets follow-up date, updates lead counts). Also update the SP's task in ClickUp with Last Lead Sent date and Leads Sent Total.

Step 6 — Follow up at 7 days

Check in with both the client and SP. Log the outcome in the SP Manager. Update lead status.

Timing rule: This week = call today. This month = respond within 24 hours. Just exploring = email is fine.
06 Member onboarding — Foundation Program PROCEDURE

Every new member starts at ARCiversity. They take a free Pillar assessment and get connected to you. Your job from that first contact is to understand them, guide their Foundation Program, and deliver enough value that they want to stay.

Before the first call

Read their Pillar results. Know which area scored lowest. Come with one clear observation — not a diagnosis, just an observation you can share and explore with them.

The first Facilitator call (20 minutes)

Opening: "I've had a look at your Pillar results. Before I share what I noticed, tell me a bit about where you're at with your business right now."

Let them talk. You are listening for: what they're actually frustrated about, what they've already tried, what outcome they're hoping for. The Pillar results confirm what you hear — they don't replace it.

Mapping the Foundation Program

After the call, identify the three Zoom class topics most relevant to their situation. Set dates. Confirm their access to the five Service Providers in their hub area. Send a brief summary email — what's coming, when, what to expect.

The three Zoom classes

Group-based. Keep it practical. Business owners want to leave with actions, not theory. End every session with: "What is the one thing you are going to do before the next session?"

Week 6 check-in

What changed over the six weeks? What are they still stuck on? This is the natural transition to paid membership — not a pitch, a conversation about what continued support looks like.

Language rule: Always call assessment tools "Pillars" — never "diagnostics" in anything a member sees or hears.
07 Slow lead pathway — template downloads PROCEDURE

A slow lead is someone who downloaded a free template from a hub site. They are in an automated email sequence. Your job here is simple: do nothing unless they contact you first.

What happens automatically

Mailchimp runs a 5–6 email sequence over two to three weeks. Emails deliver value on their specific template topic, then introduce the bigger picture, then offer the free Foundation Program. No Facilitator time involved.

When you get involved

Only if they reply directly to an email, or if they submit a hot lead form after reading the sequence. At that point they move from slow lead to hot lead — follow the hot lead procedure (Section 05).

Do not manually follow up with template downloaders unless they contact you first. The sequence does this work. Your time is for hot leads and active members.

How the sequence ends

If they complete the sequence and book the Foundation Program, they enter the member onboarding pathway (Section 06). If they don't engage, they remain in the database for future campaigns. Either outcome is fine — the sequence plants the seed without requiring your time.

08 Onboarding a new Service Provider PROCEDURE

When a new SP joins

Founding SPs (Tier 2) paid $15,000 upfront (or $1,500/month × 12 = $18,000). Standard SPs (Tier 3) paid $1,500–$5,000. Both enter the rotation for their specific hub — Founding SPs first.

Step 1 — Add them to the SP Manager

Open the SP Manager (Tools tab) → Service Providers → Add SP. Fill in all fields. For Tier 3, enter the amount they paid — this tells you how much value they're expecting from the system. Set status to Active.

Step 2 — Send the ARC Claude Onboarding Guide

Send them the onboarding guide (ask Darren for the link). This walks them through setting up Claude and connecting ClickUp so they can access their own tools and context. It takes about 15 minutes.

Step 3 — Brief them on how leads work

  • Referrals come from you. They do not source clients directly through the ARC system.
  • When a referral arrives, they have 24 hours to reach out to the client.
  • Conversion is their job — you don't follow up on their behalf once the brief is sent.
  • You will follow up at 7 days to log the outcome.

Step 4 — Set expectations on volume

Leads come in as the hub builds. Founding SPs have priority. The system is designed so everyone gets value — Tier 3 queue is based on fewest leads, so no SP gets buried at the back.

Also update ClickUp

Add their task to the relevant hub list in the ClickUp SP Rotation folder (Resources tab has direct links). Include all nine fields from the SP record format.

09 Language rules — what to say and what never to say STANDARDS

ARC has locked language for a reason. Consistent language builds a consistent brand. When every Facilitator uses the same terms, members and SPs experience a coherent system — not a patchwork of individuals doing it their own way.

Always say

TermUse it for
PillarsThe wall assessment tools in ARCiversity. Never "diagnostics", never "tests", never "assessments".
Foundation ProgramThe free 6-week program. Not "the trial", not "the intro course".
FacilitatorYour role. Not "coach", not "mentor", not "advisor".
Sales & Marketing HubHub 02-05. Never "Social Media Hub".
ARCiversity"The single front door for the ARC network." Not "the education platform."
Specialist gatewaysHow you refer to the 7 hub sites.
Building CrewThe three-part support system: Business Builder Foreman (AI) + Facilitator + Service Providers.

The free offer (copy-paste this exactly)

"Choose Wisely — You Get One Free"

One free Foundation Program. Included: The diagnostic · A dedicated Facilitator · AI support · 3 Zoom classes in your chosen area · Access to 5 handpicked Service Providers

ARC main tagline

"Build communities. Develop people. Grow businesses."

Member tier language (for members talking about their own journey)

TermMeans
FoundationTier 1 member
CornerstoneTier 2 member
KeystoneTier 3 member
Why this matters: When a member hears the same terms from ARCiversity, from their Facilitator, and from the hub site, it reinforces that they're inside a real, consistent system. Inconsistent language erodes that.
10 Standards and flags — holding the line STANDARDS

The ARC system only works if Facilitators hold standards. Your job is not just to guide people — it's to maintain the quality of the network they're joining.

The orange flag system

The SP Manager flags automatically when 3 leads have been sent to a client or SP with zero conversions. This is a prompt to investigate — not a penalty.

Flag typeWhat it might meanWhat to do
Client flagBrief is too vague. Client isn't serious. Timeline isn't real.Call them directly. Get specific. If they're not ready, note it and pause referrals.
SP flagNot responding fast enough. Pitch needs work. Wrong fit for these briefs.Have an honest conversation. Give them feedback on the briefs they've received.

Record keeping

Every lead dispatched goes into the SP Manager and ClickUp. Every outcome gets logged. This is not administrative busywork — it's the intelligence that tells you what's working and what isn't. A Facilitator who doesn't log outcomes is flying blind.

When something isn't in the manual

Check the ARC Decisions Register in ClickUp (link in Resources tab). If it's not there, flag it to Darren. Don't make up rules on the fly — add them to the system so every Facilitator benefits.

Holding standards with members

Not every person who starts a Foundation Program is right for ARC. If someone is not showing up, not doing the work, or not engaging honestly — it's okay to have that conversation. The community you're building has standards. Protecting those standards is part of your role.

The test: Would you be comfortable with Darren seeing every decision you make in your hub? If yes, you're holding the line. If not, revisit the procedure.