Agency Assessment
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      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.

      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