March 6, 2025

Quick recap:

The meeting covered a range of topics related to insurance marketing and business growth strategies. Discussions included personal updates, event planning, the 4-stage insurance marketing model, lead generation techniques, customer acquisition and retention strategies, and tools for tracking business performance. The participants also explored methods for improving customer relationships, increasing revenue, and leveraging social proof to boost sales conversion rates.

Next Steps

For All Attendees:

1. Download and use the Acor Reporter to track key metrics, including:
   • Leads
   • Conversion rate
   • Policies per customer
   • Revenue per customer
   • Retention
2. Implement the whiteboard technique to visually track sales performance.
3. Create a "social proof bomb" by leveraging positive Google reviews.
4. Launch a Google review campaign triggered by high Net Promoter Scores (NPS).
5. Analyze customer base using the Whale Curve principle and consider discontinuing service to unprofitable clients.
6. Implement cross-sell campaigns throughout the year.
7. Train the service team to identify and act on sales opportunities during every customer call.
8. Establish an annual account review process to maintain and grow customer relationships.

Individual Action Items:

• Matt: Start a new Google Review campaign to gather fresh testimonials.
• Michael:
  • Send Zoom links for next week's meeting.
  • Coordinate dinner plans for Tuesday night with Matt and others.