Identify the Low Impact, Low Income Work & Stop Everyone in Your Business from Doing It.

• Do a time audit in spring to free up your schedule so you can better enjoy summer and downshift without losing important business.
• Distinguish between tasks to automate/delegate (someone else should do them) versus tasks to eliminate entirely (nobody should be doing them).
• List all weekly activities and estimate the hours spent on each with specific numbers to reveal where your time actually goes.
• Circle activities that are both high impact (positively help people you serve) and high income (drive significant revenue) and aim to invest more time there.
• ​Cross out low impact, low income activities and stop doing them for a week, then a month, and if nothing breaks, drop them permanently.

START WITH THE eBOOK

• Get the free ebook The 23 Reasons Most Insurance Agency Owners Can't Enjoy a 3-Day Weekend Lifestyle - And How to Fix Them

SCHEDULE A STRATEGY SESSION

We’ll Discuss Your

• Biggest Goal - If you or your agency could only achieve 1 thing in the next 12 months, what would it be?
• Value of Biggest Goal - What's it worth to you (money, free time and / or happiness) to achieve this goal?
• Biggest Frustration - If you could "fix" 1 thing in your agency in the next 12 months, what would it be?
• Frustration Cost - What is your biggest frustration COSTING you (money, free time and / or happiness)?

Then, We’ll Discuss the Plan & Expected Results

• Which goal(s) are likely to be achieved and how long it usually takes, based on our experience.
• The best way to help you achieve your goals, based on your style and time available to implement.
• Your anticipated time investments & money investments.
• What guarantees we can make

Schedule a Strategy Session