We've advised hundreds of agencies across the country, ranging from businesses in their first year to third generation multi-million dollar operations.

Over and over we hear the same issue: “My people won't get the job done!” It's easy to blame Sally or Rick, but how is that going to help you identify the core issue and fix the problem? More often than not, we find the problem is the process, not the people.

Related: The secret to client retention

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Fundamental processes must be in place

Most agencies we meet with have loyal and hard-working customer service teams with strong credentials and years of experience. Commitment and grit go a long way, but there is always a ceiling of impact if fundamental processes aren't in place.

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