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Please review our end-of-month report of all the things we worked on and managed for your business.
22.5 total hours worked
→ 7.5 hours over our retainer amount
In December we focused almost entirely on the Customer Portal migration to the new backend software and improved customer user experience. This included creating a new Airtable base and combining three sheets into one, setting up an activation function to save to the Airtable base, integrating the base with login functionality, setting up and creating a new plugin for AGuard, listing and saving data for the portal, creating a table for the youth sports form, and combining data submission for the three sheets into one.
We plan on having the core development done by the end of this month and then doing final UI / UX reviews with out team and integrating the text message and campaign functionality into the backend. Our goal is to schedule a demo for the middle to end of February.
160 customers used the software and automations we built to bind coverage with AGuard.
→ Our automations saved 286 hours of work
→ We automated 8574 tasks.
→ We found and fixed 3 bugs.
→ Completed quality assurance of every automation documented below each week
39% new business conversion rate last month
↓ 10% from 1 month ago ↑ 0.11% from 2 months ago ↓ 17% all time average
87% renewals conversion rate last month
↑ 3% from 1 month ago ↓ 2% from 2 months ago ↓ 3% all time average
How easy was it to get started with AGuard?
18 total customer responses
→ 61% found it easy to get started
→ 39% found it average to get started
→ 0% found it difficult to get started
Customer open ended feedback on getting started with AGuard
- Nope, was good
- It was pretty easy
- Great as usual
- I had searched high and low for an insurance carrier for my karate studio...and the only one that I liked was AGaurd! Your information is clear and easy to understand! Your company makes it very easy to get started and I thank you for that!
- you guys are great!
- Website can be hit or miss if it will let me log in to see my info
- No. Always attentive and timely.
- Not that I can think of.
- Nope! Met Vaughn at a Two-Brain summit years ago and trust that he is the best in the business! (sidenote - there is a typo in the prompting question above! AGuard :-))
- Nope. Super easy. Thanks guys!
- no. The staff was very accomodating!
17 Promoters + 3 new reviews
3 new 5 star reviews this month and 0 responded 4.7 stars and 15 reviews started with 4.7 stars and 12 reviews
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