Agency Assessment Kick Off Call 1 Agenda

Note: This may look like a lot, but we will walk you through it, step-by-step. In the interest of time, if we start getting off track, we may schedule follow-up calls to discuss specific items.

480p

Agenda

  • Welcome
    • Check on status of welcome kit
  • Meet the team 
    • Meet APP team
    • Meet agency team members on the call and discuss roles
  • Review APP Resources 
    • Knowledge Base
    • Swag discount
    • Agency Process Pack access
    • Agency Appeal
    • Weekly performance text message
    • Agency Performance Pack
      • Confirm log-in
      • Share next steps in using the Pack
  • Telling Your Team
    • Current team knowledge level of the program
    • Alerting agency managers 
    • Team meeting held by agency owners
      • Video call/In-person
      • Folders for each team member
      • Date to tell the team
      • What to say: APP slideshow
        • State of the agency 
        • Outline of agency & industry challenges
        • Who is APP? (Video)
        • Hand out team folders
        • Why you selected us 
        • 2-year plan (Video)
        • What others had to say
        • Custom introduction by Kelly (Video)
        • What’s next
          • The team completes a survey
          • In-person interviews 
          • Build a plan to grow and have more fun 
      • Handling the post-meeting meeting
    • Common team FAQs
  • Agency Assessment Team Survey
    • Send us the team list
    • Everyone completes the survey
    • Owners have the longest section
    • Average time: 30-40 mins
    • Survey takers can pause and continue the survey at a later time
    • Arrives via email 
    • What to do if someone doesn’t receive it 
    • What to do if someone gets kicked out and can’t get back in
    • Is it really anonymous?
  • Secret Shopper Calls
    • Selecting shoppers
    • Our process
    • Outcomes
  • Reports
    • Who will be sending agency reports?
    • Reports needed
    • Guides for AMS360, Epic, and Hawksoft on pulling reports (for other systems, we have an overview for you to work with)
    • Uploading the reports to us
  • Timeline 
    • Telling the team
    • Agency assessment team survey release
    • Agency assessment team survey end date
    • Onsite team interview day
    • Onsite agency planning day 
    • Book kick-off call 2 
  • Next Steps
    • What we need from you:
      • Team name and email list
      • Organizational chart (indicating locations, if applicable)
      • Reports
      • Select secret shoppers
      • Tell the team
      • Take the agency assessment course
      • Take your survey
      • Build schedule and locations for team interviews
      • Send APP PowerPoint template on telling the team
        • Add in your custom content