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Agency Playbook

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Transform Your Business with Agency Playbook

Consulting Options

Business Strategy Consultations

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-Time Strategy Session

$999

✅One 60-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 

Trainual - Full Access + Set-up Session

$7999

✅One 2-hour set-up and training session to help you get the most out of Trainual

✅Full access to Trainual scripts, templates & process blueprints

✅Pay once, no recurring charges

Mastermind Collaboration

COMING SOON!


Business Transformation Programs

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 3-month programs but are conveniently billed monthly.

Standard

$1,999/mo

✅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 Monthly

Premium

$2,999/mo

🔥Three 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 Monthly

Elite VIP

$3999/mo

🚀Four 1-hour consulting sessions per month

🚀Priority response via phone, text, & email

🚀Agency-specific deep dive & revenue growth plan

🚀Greater access to scripts, templates, & process blueprints

🚀Exclusive Elite 25% Discount for 

Trainual - Full Access + Set-up Session

🚀Follow-up emails with key takeaways & resources

🚀Billed Monthly

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