INSTANT DIGITAL DOWNLOAD ยท $47
The Agency CEO Toolkit
Eight cheat sheets and templates to start building your agency like a CEO. Get clarity, build structure, grow revenue, and lead a team in one downloadable toolkit you can start using today.
Value: $497+ ยท Instant access ยท 30-day money-back guarantee
BE HONEST WITH YOURSELF
Which of these sound familiar?
- You don't have a written business plan. Just a number in your head and hope it works out.
- Your client service runs through you. Every call, every question, every problem lands on your desk.
- You have no referral system. You get referrals sometimes, but there's no process driving them consistently.
- You've thought about hiring but don't know where to start or what they'd even do without clear SOPs.
- Your agency can't run without you. Even a day off feels like a risk.
- You're great at insurance but nobody ever taught you how to run a business.
WHAT'S INSIDE
8 cheat sheets and templates. One clear direction.
Clarity Cheat Sheet โ Vision, Values & Mission
A guided one-pager to define your core values, write your vision and mission statement, and set the strategic foundation your agency is missing.
90-Day Business Plan Template
A simple, fill-in-the-blank business plan template with 90-day milestones, revenue goals, and weekly priorities you can actually stick to.
Top 5 Agency SOPs โ Starter Templates
Ready-to-use SOPs for new client onboarding, renewals, policy changes, claims follow-up, and inbound service calls. Customize and hand off.
AgencyZoom Quick-Start Setup Guide
A step-by-step guide to setting up AgencyZoom as your agency CRM so client data, tasks, and follow-ups are organized from day one.
Referral System Script & Process Map
The exact ask, the timing, and the follow-up sequence to turn happy clients into a consistent stream of warm referrals without feeling pushy.
Cross-Sell Opportunity Cheat Sheet
A quick-reference guide to the most common cross-sell opportunities by policy type so your team knows exactly what to look for on every call.
CEO Weekly Time-Block Template
A pre-built calendar framework that separates CEO work (growth, strategy, leadership) from operator work so you stop confusing the two.
First Hire Readiness Checklist
Are you actually ready to hire? This checklist walks you through what needs to be in place before you bring someone on so they set you free, not set you back.
Get the full toolkit for $47.
Total value over $497. Instant digital download. 30-day money-back guarantee. No subscriptions.
GET INSTANT ACCESS โ $47
