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• [ ] We have identified ‘better clients’ who we want to pursue in the coming year - higher commissions with reasonable service demands
• [ ] We have trained our team on turning service calls into Money Calls
  • [ ] We incentive them
  • [ ] We coach them
  • [ ] We hold them accountable for performance
  • [ ] We use the Whiteboard Technique for ‘social accountability’
• [ ] We have identified:
  • [ ] clients who have ‘X’ but not ‘Y’ coverage
  • [ ] at least four ways that all clients can add additional coverage, so we can execute quarterly campaigns with them
  • [ ] WE HAVE DONE THIS IN ADVANCE FOR THE YEAR!
• [ ] We have created email (and/or other) marketing campaigns for them with at least three emails
  • [ ] We have appointment setting technology
  • We have systems in place to measure:
    • [ ] open rates
    • [ ] click through rates
    • [ ] appointments
    • [ ] quotes
    • [ ] sales
• [ ] We have designed a thorough Account Review Campaign that includes

  • [ ] training for team members

  • [ ] at least a 3 email sequence

  • We have systems in place to measure:

    • [ ] open rates
    • [ ] click through rates
    • [ ] appointments
    • [ ] quotes
    • [ ] sales

    The Client OPTIMIZATION Cheat Sheet & Checklist

    Video: How to Get Maximum Client Optimization