Rare Bird + Awesurance Interviews Okay to record? Yes No Okay to publish online with your review/approval? Yes No Interested in recording a future podcast episode? Yes No Name First Last Email AgencyCluster or NetworkFavorite CarrierCustomer Type Current Awesurance Former Awesurance Former Agency Revolution PIIB Other % Personal% Commercial% Life, Benefits, HealthNiche / SpecialtyEstimated Annual Gross Premium# of employees# of producers# of csrsCurrently SuccessfulSuccesses Checklist Sales Support Follow Up Growth Staffing Training Process Promotions People 12 month goalGoals Checklist Sales Support Follow Up Growth Staffing Training Process Promotions People Magic WandWhat would you say have been your biggest pain points for your agency in the past 12 months?Magic Wand Checklist Sales Support Follow Up Growth Staffing Training Process Promotions People Pain PointsWhat have been the biggest pain point(s) for your agency in the past 12 months?Pain Checklist Sales Support Follow Up Growth Staffing Training Process Promotions People # of other staffMonthly Marketing BudgetCurrent types of marketing Website Mobile Site Mobile App Social Media posting Social Media ads SEO LBLO PPC Remarketing Video Content TV/Radio/Internet Ads Print Ads Direct Mailers Email Newsletters Email Automation Live Chat Chat Bots Intranet Web or Video Proposals Reviews or Testimonials Website = monthly avg spendWebsite = valueMobile = monthly avg spendMobile = valueSocial posting = monthly avg spendSocial posting = valueSocial Ads = monthly avg spendSocial Ads = valueSEO = monthly avg spendSEO = valueLBLO = monthly avg spendLBLO = valuePPC = monthly avg spendPPC = valueRemarketing = monthly avg spendRemarketing = valueVideo Content = monthly avg spendVideo Content = valueTV/Radio/Internet Ads = monthly avg spendTV/Radio/Internet Ads = valuePrint Ads = monthly avg spendPrint Ads = valueDirect Mailers = monthly avg spendDirect Mailers = valueEmail Newsletters = monthly avg spendEmail Newsletters = valueEmail Automation = valueLive Chat = monthly avg spendLive Chat = valueChat Bots = monthly avg spendChat Bots = valueIntranet = monthly avg spendIntranet = valueWeb/Video Proposals = monthly avg spendWeb/Video Proposals = valueReviews or Testimonials = monthly avg spendReviews or Testimonials = valueMarketing Types - Misc NotesInterested in types of marketing Website Mobile Site Mobile App Social Media posting Social Media ads SEO LBLO PPC Remarketing Video Content TV/Radio/Internet Ads Print Ads Direct Mailers Email Newsletters Email Automation Live Chat Chat Bots Intranet Web or Video Proposals Reviews or Testimonials Marketing Imaginary SpendAgency Overall % of time doing sales/marketingAgency Overall % of time doing service/supportAgency Overall % of time doing operationsAgency Overall % of time doing training/researchingNew Agent Good AdviceNew Agent Bad AdviceExisting Products/Services LoveExisting Products/Services HateIdentified GapsHardest thingEasiest thingAwesurance/Josh TestimonialWho else should I be talking to?Favorite Swear Word
