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Please review our end-of-month report of all the things we worked on and managed for your business.
35 hours total hours worked +15 hours over our retainer amount
→ We are contracted to provide 15 hours of work a month.
We succesfully completed the security layer project on time this month!
We recommend looking at implementing sms one time password as well as migrating the clients sheet to airtable.
140 customers used the software and automations we built to bind coverage with AGuard.
→ Our automations save 219 hours of work
→ We automated 6561 tasks
→ We found and fixed 12 bugs.
→ Completed quality assurance of every automation documented below each week
We recommend looking at automating the e-sign task.
35% new business conversion rate last month
↓ 8% from 1 month ago ↓ 22% from 2 months ago ↓ 21% all time average
85% renewals conversion rate last month
↓ 1% from 1 month ago ↓ 4% from 2 months ago ↓9% all time average
Recommend doing an audit of your current intake
How easy was it to get started with AGuard?
23total customer responses
→ 78% found it easy to get started
→ 22% found it average to get started
→0% found it difficult to get started
Customer open ended feedback on getting started with AGuard
- Maybe give a phone call, to reduce the back and forth emails as we are making a plan.
- All good. Ling and crew are always so easy to work with and appreciate all the help given each year
- can you email the certificates
- Somehow I read the quote outside the portal and it took a long time to sign it through Adobe. Operator error as I remember doing this last year and it took little time and effort.
- Thanks for helping us find good coverage at the lowest cost! It's appreciated.
- Great experience. Straight forward. Fast costumer service.
- nope. it was smooth and easy
- Thank you for always being so easy to get a hold of!
- No. The process was simple and straightforward.
- Keep being great Vaughn. Appreciated the reminders.
- Nope. I trust you.
- Customer service is on point!
- You guys are great. Quick to respond, super helpful and you make it easy to process each year.
- Nothing I can think of
- no, my experience was terricfic
Another feedback response about trying to reduce the back and forth between email, possibly look into webchat into the portal, possibly GPT.
You have not setup our reviews automation. We can help your business gain more 5 star reviews on Google, Yelp, and Facebook to improve SEO, sign up, and overall authority! Reach out to us today to learn more about how we can get you more reviews without any extra work.
Site security and speed is up to date
- We randomly selected pages for Site Speed audits to make sure there are no obstacles in site performance
- We updated all the plugins and themes that had any security updates available
We recommend allocating some retainer hours to conduct an audit of form endpoints. This will ensure that all data is secure.