DIY REVENUE

DIY – Revenue

$997.00 – $1,069.00

The fastest way to build your revenue base is not new business, but improving retention.  The best way to grow your revenue is to do both – increase retention AND book new clients.  Learn the simple procedures that will help your team do both at the same time.  The tips to building referrals from satisfied clients and keeping customers on the books is what we will teach your staff in this series.

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Description

This package includes:

 
Videos

  • Client Evaluations (12:15)
  • Executing True CRM (27:35)
  • Referrals (15:09)
WorkSheets

Client Evaluations:

  • Client Survey Summary
  • VIP Client Survey Summary

Executing True CRM:

Checklists-

    • Claims Review Checklist
    • EPL Checklist
    • If We Quote
    • New Business Prospecting
    • New Business Written or Renewals
    • Risk Management Checklist
    • Sales Coverage (pc) Checklist
    • Summary Stewardship Plan

CRM-

    • 13A – Services Agreement Available
    • Agent-Broker Service Agreement TOC
    • Agent-Broker Service Agreement WC
    • Audit Analysis – Payroll Projection Report
    • Benefits CRM Sheet
    • Blank Client Needs Analysis
    • Cert Track – Tenant
    • Client Needs Analysis
    • Client Personal Info
    • CRM – Stewardship Program Powerpoint
    • Service TimeLine

Referrals Made Easy:

    • Article on Referrals
    • Intro Letter to Referral
    • Referral Email

Scroll below for previews of each video.

Client Evaluations

Executing True CRM

Referrals Made Easy 

 

Additional information

Coaching

None, 1 hour of implementation help

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