

Month 1
The 10-20% Raise
Make 10-20% More Net Income in 30 Days

Months 7-9
The 80/20 Sales Multiplier
Focus on your on Highest Impact, Highest Income Work 80% of the Time

Months 2-3
The Delegation & Accountability Maximizer
Delegate Low Impact, Low Income Work &
Work You Hate to Competent Specialists

Months 10-12
The Renewal Profit Optimizer
Consistently & Effortlessly Grow the Most Powerful Part of Your Business

Months 4-6
3-Day Weekends Forever
Achieve 100% of Your Results & Income in 80% of the Time
or $1,250 per Month x 12
2 Strategy Group Calls / Month (Usually Weeks 1&3)
1 Group Q&A / Overcome Obstacles / Month (Usually Week 2)
1 Private 30-Minute Progress Call / Month ($6,000 Value)
1 Monthly CAO (Chief Automation Officer) Group Call to Develop the Person Who Oversees Day to Day Operations ($5,000 Value)
Annual 2-Day Workshop (November in Florida)
Job Posting Design & Setup Assistance ($2,500 Value)
Recruiting Applicant Feedback & Screening Help ($2,500 Value)
Agency Profit Review & Fix Done for You Annually ($1,500)
Quarterly Marketing, Producer, & Agency Profit Report Done for You ($1,200 Value)
Monthly Productivity Optimization Call ($3,000 Value)
MoneyTime Income Optimization Software ($500 Value)
1 Year of SMART SAO Bonus System ($2,000 Value)
Team Bonus & Compensation Plan Design ($1,000 Value)
Family Insurance Coach Multiline Sales Training for Multiline Review Experts (3x per Month) ($3,000 Value)
Retention / Service Expert Coaching Call (1x per Month) ($1,000)
P&C Rainmaker Sales Coaching Call (1x per Month) ($1,000)
1 Owner + Spouse/Partner Alignment Call / Month ($12,000 Value)
or $2,500 per Month x 12
2 Strategy Group Calls / Month (Usually Weeks 1&3)
1 Group Q&A / Overcome Obstacles / Month (Usually Week 2)
4 Private 45-Minute Coaching Calls / Month ($24,000 Value)
1 Monthly CAO (Chief Automation Officer) Group Call to Develop the Person Who Oversees Day to Day Operations ($5,000 Value)
Annual 2-Day Workshop (November in Florida)
Job Posting Design & Setup Assistance ($2,500 Value)
Recruiting Applicant Feedback & Screening Help ($2,500 Value)
Agency Profit Review & Fix Done for You Annually ($1,500)
Quarterly Marketing, Producer, & Agency Profit Report Done for You ($1,200 Value)
Monthly Productivity Optimization Call ($3,000 Value)
MoneyTime Income Optimization Software ($500 Value)
1 Year of SMART SAO Bonus System ($2,000 Value)
Team Bonus & Compensation Plan Design ($1,000 Value)
Family Insurance Coach Multiline Sales Training for Multiline Review Experts (3x per Month) ($3,000 Value)
Retention / Service Expert Coaching Call (1x per Month) ($1,000)
P&C Rainmaker Sales Coaching Call (1x per Month) ($1,000)
Optional Private Sales Coaching Check-Ins for Team ($3,000)
CAO (Chief Automation Officer) Private Coaching to Focus on Your Unique Agency Situation ($20,000 Value)
1 Owner + Spouse/Partner Alignment Call / Month ($12,000 Value)




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