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Agency Growth Hack: The 5-Minute Client Call

by | Mar 22, 2019

Okay, here’s one of the easiest growth hacks ever for an agency. Let’s say you’re scheduling appointments to meet your customers and a certain number of them were declining. They don’t see the value in coming in. Maybe you’re not sure it’s worth driving out to see them.

Great. When you take that decline, instead of just taking the decline, turn it into a five-minute phone appointment and the purpose of that appointment is one to drive retention. We care about you. We’re still here for you. If you ever need anything, you can call us anytime and to be a qualifying call. So you drop a couple of questions or you mentioned a couple of things that are going on that might be interesting to them and that turns it into an opportunity in some cases to have a productive meeting and to upsell or cross-sell and better protect them.

So you do that times 250 clients over the course of a year. You’re talking about a couple of hours a month. Tell me another way that you can drive that kind of retention and additional business with a couple of hours a month. It’s a phenomenal opportunity. Highly recommended.


A Practical approach to building sustainable growth for your insurance agency

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