Agency Performance Program: Agency Assessment -New Client Onboarding Survey

What do we do with all this information?

Welcome to the APP family! 🎉 We want to walk you through our first steps so you know what to expect. 


What is APP Doing Right Now?

  • Grabbing the champagne and celebrating your agency's great decision! But after that...
  • Setting up your client folder in our system 
  • Working on coordinating your billing 
  • Finding you and your agency on social media 
  • Preparing your welcome kit for departure to your agency

What Do We Need From You?

  • Please provide us your billing information. 
  • Take the Welcome To Agency Performance Partners - Agency Assessment new client survey which covers:
    • Agency Address
    • Agency contact information for the Welcome Kit & Team Launch Folders
    • General information about the agency
    • Identification of your team leaders and their information
    • Details on why you selected the Agency Assessment

If you have any questions on the survey please contact Kelly Donahue-Piro:


If you have any questions on billing please contact Deanna Hotham: