Demo Application • Better Agency™

Step 1 of 10

10%

How Would You Describe Your Agency Growth Rate?(Required)

We're Growing Like Crazy

We're currently content and are in "maintenance mode"

We've stalled and I wish we could grow faster

We're struggling to keep our current clients

How Many Tech Platforms Do You Have To Rely On For Running Your Agency?(Required)

1-2

2-3

3-4

5-6

More Than 6

Include systems like: AMS, CRM, Rater, SMS texting service, email marketing, sales tracker, commission tracker, etc.

Do You Have A Detailed Renewal Process That Communicates With Every Customer Prior To Renewal(Required)

Yes - I communicate with every customer already

No - I am not communicating with every customer

Besides Yourself, How Many Other W2 Employees Do You Have?(Required)

0 - It's just me

Over 10

Are You With An Aggregator/Cluster/Network That Forces You To Use Certain Technology?(Required)

Yes - I have to use certain technology

No - I'm free to do what I want

Do Your CSRs Have An Easy Way To Surface New Sales Opportunities From Current Clients?(Required)

Yes - They have a good process now and find new opportunities

No- They aren't consistent with finding new sales opportunities

How Many "New Leads" Does Your Agency Handle Every Month?(Required)

Less 25/month

25 - 50/month

50 - 75/month

75 - 100/month

100 - 125/month

125 - 150/month

150 - 200/month

Over 200/month

Consider all your marketing and sales channels: referrals, website leads, paid advertising. digital marketing, etc.

Do You Have A Detailed Process You're Confident In For Cross-Selling Existing Customers?(Required)

Yes - I'm confident in my current process

No - I am less than confident

In A Few Short Words, Describe Your Current Process For Cross-Selling Existing Customers(Required)

Where Do You See Your Biggest Opportunities For Agency Growth?(Required)

What Big Problems Do You Rely On Your Technology To Solve For You?(Required)

The "Good Fit" Determination