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WF07 · Scale Team, Ambassador Club & Scale Leader — Team Guide

 Audience: PGN team members. This guide explains the steps for three programs: the Scale Team add-on, the Ambassador Club, and Scale Leader. Each one is a simple checklist with no branches. 

Version 1.0 · Last reviewed 2026-10-12 · Content owner: [assign owner] · Source: PGN HubSpot Workflow 7 spec

 

Scale Team Add-On

When an existing member buys the Scale Team add-on:

  1. Tina Cherry adds the client details and team assignments.
  2. Tina sets up the payment plan in Invoiced.com.
  3. Tina adds the client to the accrual schedule.
  4. Tina uploads the signed agreement to QuickBooks.
  5. HubSpot automatically tells Payroll about any commission due to the Sales Team and to the mentor.

Note: the Scale Team start and end dates are entered by the Mentor Team when the program actually starts, not on the day it's sold.

 

Ambassador Club

When a current member joins the Ambassador Club:

  1. Jennifer DeWitt adds the member's details in HubSpot.
  2. Megan Martinez mails a thank-you card.
  3. Luz Sellers makes a thank-you call.

Any referrals from Ambassadors are logged on the member's record, and HubSpot handles the rest (see WF08 · Cross-Cutting Automations — Team Guide). No separate spreadsheet is needed.

Scale Leader (2nd in Command)

When a member adds a Scale Leader (their second in command):

  1. Tina Cherry adds the new client details.
  2. HubSpot automatically tags both the CEO and the Leader in the CRM.
  3. Luz Sellers sends the "Scale or Fail" book to the Leader.
  4. Tina sets up the payment plan in Invoiced.com, adds the client to the accrual schedule (Pay in Full), and uploads the signed agreement.
  5. If it was a Sales Team sale, HubSpot automatically tells Payroll about the commission.


 Coming soon

Program emails for Scale Team and Scale Leader are being designed and will be added later.

Related: WF07 · Scale Team, Ambassador Club & Scale Leader — Technical Reference. Questions or corrections? Contact the content owner listed above.