Many of the pieces we discussed here we will implement inside of the challenge so that you are prepared to do business and expand as needed for 2021. We have to find creative ways to do business in 2021
You need to fill in the gaps in your business. Create/update the pieces that will make you run like a well-oiled veteran agency even if you're a team of 1.
Let's spend one of our slowest months refocusing, regrouping, and reorganizing your business. If you bring in new leads, clients, and applications without making room for then burnout is inevitable.
We're used to working through the chaos and just figuring it out as we go and we're actually quite good at it but it's NOT healthy and it's NOT sustainable.
You’re a ticking time bomb just waiting to go BOOM! Your business reputation and your bank account will pay the price.
It’s time to get your backend operations and workflow together, remove the clutter in your business and in your head, and have a laser-focused plan so you're prepared for all of these new leads, clients, and business collaborations that you’re about to bring in.
I's gone through this process myself, shared it with some of my other clients, then created it as a group a few times.
Now, I'm confident that you will find yourself going through it regularly as we do as your business and goals pivot.
You have LIFETIME access!
Are you coming?
(WORKBOOK)
Course curriculum
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Questions about the tech and how to work this course.
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Now That You Have Purchased the Challenge, What's Next?
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Introduction Audio (Task Zero)
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Agent Business Commitment Workbook (Details)
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Stay Connected & Share Your Progress!
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Details the Get Your Life Insurance Business Together Challenge
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Get Your Life Insurance Business Together Challenge Workbook DETAILS
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Get Your Life Insurance Business Together Workbook DOWNLOAD
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Next steps
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Course Resources
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About this course
- $77.00
- 10 lessons
- 0 hours of video content
What the students have to say...
Tasharea Reid
Will be using this strategy for future clients. As well as in general just so I can have ppl to start paying attention and share my post. 🙂
Carita Koen
I know I'm leaving money on the table with both businesses because we currently do not do email marketing. I think I will use Active Campaign. I need help starting everything and once I have a flow I can take it from there.
Kenyatta Nikole
This is something that I'm working on but I'm not working on anything insurance related on the weekends. This isn't my only source of income but lately these certifications have been back to back and also a distraction from other things. But I will get back to using my calendar to block off time for certifications, clients, webinars, back office, etc. I also have conferences coming up that I need to plan for, so time is definitely of essence.
Lesley Young Gillins
My plan is to start with people at the food pantry where I have a relationship. Most of the people are low income and a large number are a high risk.
Carmen Bernard
This was clear. I already have my business name, domain name, and URL. My Business name for insurance is Bernard Insurance Group Financial And Consulting Services (BIGFACS). I feel this day should come earlier in the challenge.
Elea Pillips Sherrod
It's an eyeopener. Self reflection. This is the best and holds me accountable. I am cleaning house. Thanks Stacie.
FAQ
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Do we have to check in daily?
It's a 5-10 minute daily activity via a pre-recorded audio.
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Doe we get worksheets to complete task?
You get an electronically fillable workbook so you can listen and take notes at the same time
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What if we have questions What kind of support do we get?
You get an insurance forum to connect and discuss the day's activity, share your work, and get feedback.
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What if I dont have the time to join right now?
I only do this challenge a few times a year. You do have LIFE-TIME access so you can do as much as you can now and then join us again next time as well.