STEP 1
DIAGNOSE
Agency Audit
Recordings, speed-to-contact, CRM hygiene, rep scorecards, spend efficiency.
STEP 2
ALIGN
Process Alignment
Dial cadence, disposition discipline, handoffs, appointment mechanics.
STEP 3
STAFF
Trained Reps
Placed and coached against your funnel, not a generic script.
STEP 4
KEEP
Retention Program
Payment-failure saves, persistency calling, annual review campaigns.
What the audit delivers
- Call recordings review across your last 100 dispositions
- Speed-to-contact analysis + fix recommendations
- CRM hygiene score with data-quality remediation plan
- Per-rep scorecards + ranking
- Lead-spend efficiency map (which sources actually close)
- Findings report + 90-day fix roadmap
Retention Program
Book of business protection.
- ■ Payment-failure save calls
- ■ Persistency calling on at-risk cohorts
- ■ Annual review campaigns (upsell + retention)
