Work completed.
21 total hours worked
+6 hours over our retainer amount
This month, we added new CRM features such as texting and automated email and SMS follow-ups. We also enhanced the interfaces for a better commenting user experience. Additionally, we finished an extra project that enables users to select from multiple records and view all applications associated with any record.
Automated and software management.
133 customers used the software and automations we built to bind coverage with AGuard.
- Our automations saved 51 hours of work
- We automated 1532 tasks
- We found and fixed 0 bugs
- Completed quality assurance of every automation documented below each week
Key onboarding metrics.
14% new business conversion rate last month
β 3% from 1 month ago
β 21% all time average
72% renewals conversion rate last month
β 4% from 1 month ago
β 4% all time average
Customer onboarding feedback.
How easy was it to get started with AGuard?
35 total customer responses
- 71% found it easy to get started
- 29% found it average to get started
- 0% found it difficult to get started
Social reviews initiative effectiveness.
33 Promoters + 9 new reviews

9 reviews this month and 0 responded
Current ranking: 4.8 stars and 32 reviews
Started with: 4.7 stars and 12 reviews
Site security and speed.
Site security status: Low Security Risk
- See your security report
- Update one item brought up in security report
All available updates: Completed
- Updated all plugins
- Fixed three automation bugs
- Updated WP version