Revolutionize Your Agency: Tailored AutomationOps Built BY Independent Agents, FOR Independent Agents!

Quick Start Package (7-Day Launch)

  • Overview: Designed for the solo entrepreneur or small agency ready to leap into automation without delay. This package offers a rapid deployment of foundational CRM and Agency Management System automation tools to streamline your RevOps process, setting the stage for immediate efficiency gains.

  • Features:

    • Initial Setup and Integration: Configuration of your CRM and Agency Management System with our Best Practice automation workflows.
    • Essential Automation Toolkit: Implementation of key automated actions for lead management, customer communication, and task reminders.
    • Training and Resources: Access to quick-start guides and tutorial videos to maximize your new system's value from day one.
  • Outcome: Get up and running with essential automation in just 7 days, freeing up your time to focus on growing your business.

Producer Masterclass Slim - PSB

Business Growth - PSB

Accelerator Package (14-Day Transformation)

  • Overview: Ideal for agencies looking to elevate their operational efficiency with a custom-tailored automation solution. This two-week plan includes a consultation to identify your specific needs, followed by the development and implementation of a custom-built process in one key area: New Business, Renewal, or New Customer Onboarding.

  • Features:

    • Personalized Consultation: In-depth assessment to understand your agency's unique challenges and opportunities.
    • Custom Process Build: Development of a bespoke automation process in your chosen area, tailored to your specific goals and requirements.
    • Training and Support: Comprehensive training sessions for your team, plus ongoing support to ensure smooth adoption and optimization.
  • Outcome: Elevate your agency's efficiency with a custom automation solution designed for your unique needs, completed in just two weeks.

Mastery Package (30-Day Comprehensive)

  • Overview: The ultimate package for agencies seeking a complete overhaul of their operational processes. This 30-day journey involves a deep dive into your business, culminating in fully customized automation across all three key processes: New Business, Renewal, and New Customer Onboarding.

  • Features:

    • Comprehensive Consultation and Analysis: A series of workshops and sessions to deeply understand every aspect of your agency's operations.
    • Full Custom Automation Suite: Development and implementation of tailored automation strategies across all three core processes, integrated seamlessly with your existing systems.
    • Advanced Training and Implementation Support: Extensive training for your entire team and dedicated support to ensure a flawless transition and immediate impact.
  • Outcome: Transform your agency with a fully bespoke automation suite, designed to revolutionize your RevOps processes and deliver unparalleled efficiency and growth.

Product Sales - PSB

Start With Premier Strategy Box

Get your Automation to produce the results that you want and need!

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