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AppX Retention New Client Survey

What in the world 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 
  • Getting your weekly status report set up to get it running
  • Finding you and your agency on social media 
  • Preparing your welcome kit for departure to your agency

What Do We Need From You?

  • Please respond to the welcome email with the correct billing information so we can coordinate payment
  • Take the Welcome To Agency Performance Partners - AppX Retention new client survey which covers:
    • Agency Address
    • Agency contact information for the Welcome Kit
    • General information about the agency
    • Identification of your team leaders and their information
    • Details on why you selected the AppX Retention Program
    • Current metrics you are gathering
    • Number of team members who will be in the program so we can send you their workbooks

Until we receive the survey back we are in a bit of a holding pattern. We appreciate you sending the survey in at your earliest convenience.