A focused solution for emerging agency owners and agents looking for quick, strategic guidance. These sessions offer targeted insights and expert support to refine business strategies, identify growth opportunities, and drive meaningful change—with flexible options to fit your needs. Whether you want to gain insights in a single session or receive ongoing guidance through a flexible monthly approach, these options provide valuable direction with a lighter, more streamlined level of consulting.
✅One 90-minute Zoom or phone consultation
✅Audit of current sales & business strategies
✅Custom action plan
✅Follow-up email with key takeaways & resources
✅Pay once, no recurring charges
✅Two 1-hour strategy calls (one every two weeks)
✅Audit of current sales & business strategies
✅Custom action plan based on current needs
✅Process guides tailored to the business
✅Follow-up email with key takeaways & resources
✅Billed Monthly
Coming Soon!
Ideally suited for new agency owners, Emerging agencies, and agency owners in need of revitalization, as well as existing agents seeking to modernize their business operations. These programs provide comprehensive support, strategic insights, and actionable guidance to help assess current practices, identify growth opportunities, and implement effective changes for long-term success. Business Transformation subscriptions are available in limited quantities and are conveniently billed quarterly.
✅Two 1-hour strategy calls (one every two weeks)
✅Limited text/email for quick questions
✅Custom strategy for sales, marketing, & growth
✅Curated selection of proven process guides
✅Follow-up email with key takeaways & resources
✅Billed Quarterly (Every 3 Months)
🔥Four 1-hour consulting sessions per month
🔥Access via text/email with faster response
🔥Customized agency growth roadmap
🔥Personalized KPI tracking & accountability
🔥Tailored access to scripts & process guides
🔥Follow-up emails with key takeaways & resources
🔥Billed Quarterly (Every 3 Months)
🚀One 2-hour session per month for Q&A, coaching, strategy development, performance review, & business optimization
🚀Three 1-hour consulting sessions per month
🚀Priority response via phone, text, and email
🚀Agency-specific deep dive & revenue growth plan
🚀FULL access to Trainual scripts, templates, & process blueprints
🚀Follow-up emails with key takeaways & resources
🚀Billed Quarterly (Every 3 Months)
Copyright © 2025 Agency Playbook - All Rights Reserved.