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APP Delivery
These are all articles on serving and servicing our clients
- Agency Growth 2.0/Appx Sales Management Leadership Guide
- How to Update Blog and Podcast Links & Leadership Template
- How to Create a Podcast Exit Pop-Up
- How to Create Weekly Posts on YouTube Community
- Creating Google Drive Folders for Marketing Content
- How to Create Blog Tickets in HubSpot
- How to Check All Posts That Are Posted Daily
- How to Go on Facebook Daily, Post, and Like Content
- 🌟 How to Create Weekly Social Media Post Graphics & Captions
- 🛠️ How to Update the Associated Labels in HubSpot
Agency Performance Pack
Internal Processes
AppX Retention
AppX Sales
- AppX Sales/Agency Growth New Client Survey
- When Should I Tell My Team About AppX Sales/Agency Growth?
- Agency Growth/Sales Quote Sheet Edits
- What Happens in the AppX Sales/Agency Growth Kick Off Call?
- How to set goals for AppX Sales/Agency Growth?
- AppX Sales/Agency Growth Training Day Agenda
- AppX Sales/Agency Growth Training Day 2
- AppX Sales/Agency Growth Bi-Weekly Video Call Overview
- AppX Sales/Agency Growth Hawksoft Student Training
Agency Efficiency/Time Management
Management System Guide
Agency Assessment
- Agency Performance Program: Agency Assessment -New Client Onboarding Survey
- When Should I Tell My Team About The Agency Assessment?
- Agency Assessment/Emerging Agency Program: Telling Your Team Email Announcement
- Agency Assessment Kick Off Call 1
- Providing Feedback on Presentations, Recorded Calls & Role Playing
- APP 2 Year Program - Agency Assessment Leadership Guide
- Agency Performance Program - Agency Assessment - Onboarding - APP Team
- Agency Performance Pack - Agency Assessment - Onboarding - Resources
- Agency Assessment Kick Off Call 1 Agenda
- Telling Your Team Agency Assessment Team Meeting Agenda
- Agency Assessment Telling The Team Post Meeting
- Agency Assessment Course
- Agency Assessment Report Review
- Agency Assessment Team Survey
- Agency Assessment Report Review
- Agency Assessment Team Survey Review
- Agency Assessment: Pre-Assessment Leadership Planning Day Homework
- Agency Assessment - Month 3 Develop - Bi-Weekly Calls
- Agency Assessment - Month 3 Develop - Agency 2.0 Planning
- Agency Assessment - Month 3 Develop - Job Descriptions
- Agency Assessment - Month 3 Develop - Recruiting
- Agency Assessment - Month 3 - Metrics
- Agency Assessment - Month 3 Develop -Incentives
- Agency Assessment - Month 3 Develop - Agency Standards
- Agency Assessment - Month 3 Develop - Execute the Plan
- Agency Assessment - Month 4 Agency 2.0 - Off Site Team Meeting
- Account Manager Book of Business Incentive Plan
- Agency Assessment - Month 4 Agency 2.0 - Vision
- Agency Assessment - Month 4 - Off Site Team Meeting - Values
- Agency Assessment - Month 4- Off Site Team Meeting - Structure
- Agency Assessment - Month 4- Off Site Team Meeting - Metrics
- Agency Assessment - Month 4- Off Site Team Meeting - Incentive
- Agency Assessment - Month 4- Off Site Team Meeting - Fun
- Agency Assessment - Month 4- Off Site Team Meeting - Issue Tracker
- Agency Assessment - Month 4- Off Site Team Meeting - Change Management Training
- Agency Assessment - Month 5: Develop - Bi-Weekly Calls
- Agency Assessment - Month 5: Develop - Execute Agency 2.0
- Agency Assessment - Month 5: Develop - Issue Tracker
- Agency Assessment - Month 5: Develop - Metrics and Goals
- Agency Assessment - Month 5: Develop - Communication and Meetings
- Agency Assessment - Month 5: Develop - Fun
- Agency Assessment - Month 6: Confirm- Evaluate The Team
Agency Interactive
Data Processing
- Template in Databox
- How to copy a Databox management system template to a new client
- Client Report Schedules (Overview)
- Google Sheet Reports: Hawksoft Users Set up
- Client Schedules for Running Reports
- Data Question In Take Form Questions
- Hawksoft 6 Reporting Guide
- Agency Data Dashboard Set Up Guide for APP Clients
- Momentum AMP (Formerly Now Certs AMS) Reporting Guide
- AMS360 Reporting Guide