First Name *

Last Name *

Phone *

Business Email *

Company Name *

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What is your Primary Role? *

Agency Owner

Sales Leader

Producer

What is your (producer) challenge? Select all that apply: *

In addition to you, how many producers do you have? *

Of your current producers: *

How many are in place but not producing (and won’t grow no matter what you do)?
How many are un-validated newbies (still on salary)?
How many are solid producers but could double their book with the right sales system?
How many are already at full capacity?

How much does your growth plan rely on your ability to hire and validate new producers? *

Which stage is your biggest challenge in getting a new producer to validation? (Select all that apply) *

Finding candidates

Interview / vetting to determine if they have what it takes

Onboard: Get them prepared to prospect and sell

Train, coach and develop all the way to validation

How many new producers do you plan to hire over the next 12 months? *

What tools, capabilities, or staff have you invested in most to help producers stand out from the competition? *

Do you have a Pipeline Management or CRM system in place that improves efficiency and effectiveness towards growing your agency?

Yes

If Yes, what CRM do you use?

Is that tool actively used by your producers to make them more productive? *

Adequate

Inadequate

Does it improve your ability to train, coach and develop your producers to a higher level of performance? *

Adequate

Inadequate

How does your team manage their prospects? *

Spreadsheets

Legal pad/sticky notes

Other

What is your biggest challenge? Select all that apply. *

Do you have a Pipeline Management or CRM system in place that improves efficiency and effectiveness towards you growing your book of business? *

Yes

If yes above, what CRM vendor do you use?

Is the tool you have in place being actively used to help you be more productive? *

Adequate

Inadequate

Is the tool you have in place being help you achieve a higher level of performance? *

Adequate

Inadequate

How are you managing your prospects? *

Spreadsheets

Legal pad/sticky notes

Other

What is the size of your book of business (REVENUE)?

Why are you here? What are you looking for? *

How did you hear about us, or what made you decide to book a call?