Do not skip this! If your systems are not set up correctly, your VAs will struggle. This program is build on structure and consistency. Everyone must complete this setup before training begins.

We’re getting back into growth mode in our agency—and that means going back to the fundamentals that actually drive results. One of the biggest areas we’re re-learning (and doubling down on) right now is lead management. It’s easy to get caught up in generating leads… but that’s only half the battle. - Are you tracking every lead that comes in? - Do you have a clear process to manage and follow up? - Most importantly—are you consistently reaching back out? Because here’s the truth: The money isn’t in the lead… it’s in the follow-up. Leads get missed. Calls don’t get returned. Opportunities slip through the cracks—not because we don’t care, but because we don’t have tight systems in place. So as we ramp things back up, we’re focusing on: - Tracking every lead (no exceptions) - Building a simple, consistent follow-up process - Making sure no opportunity goes untouched This isn’t new information—but it is the difference between stagnant growth and a thriving agency. Sometimes growth isn’t about doing something new…It’s about doing the basics better. Curious—what systems are you using right now to track and manage your leads?

I get this all the time. They can't access my Allstate email, I have my calendar under control, so I really don't need them. All valid points. But do an inventory of your time. Do a wish list of things you wish you could do. For me leads were a big pain. Staying on top of returns, looking at what zip codes. We would go for months without making adjustments. Money down the drain. Another question to ask yourself: Am I really using (system), that I pay big money for, effectively? For me it is Performology. So my EA is now doing the training on all of my systems that she is allowed to access, so I can make sure we are using them the best way possible. Happy Friday everyon!

Great seeing many of you there. The presentation I shared will be uploaded here shortly. We will also share the video when we get it. Let me know what you learned.

Hey there! Had a little back and forth going on between my LSPs and my marketing team. LSPs saying the leads are no good, and the warm transfers aren't as warm as they should be. People were getting transferred over and suddenly didn't want a quote. Sound familiar? Do you have a system in place to deal with this? We put our team together in a zoom and fixed it in one day. Transfers are better, conversations are turning to quotes, and quotes will turn into more sales. Watch for our latest lesson on this topic.