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Please review our end-of-month report of all the things we worked on and managed for your business.
15 total hours worked
0 hours over our retainer amount
We updated the theme and plugins to the latest version while ensuring backups were taken step by step, and thorough site testing was conducted. Next, we successfully debugged the issue of clients being able to submit forms even after the quote had expired, ensuring better data accuracy. We also resolved the issue where the "What year was your space built?" field was empty in the PDF, enhancing the form's completeness. Moreover, we addressed the issue faced by a client stuck on the auto-login screen after providing contact information, improving the overall user experience.
A security layer was also added bypass was created for team@affiliateguard.info, enabling them to check clients information without hndrance. We also implemented the security layer for the Itransact Payment flow when the URL contained payment=true parameters, ensuring smooth payment processing. Furthermore, the team expanded the form by adding more questions when "Climbing Wall" was selected, enhancing data collection for specific preferences.
Youth Sports application submissions are now redirected to the New Business sheet for better organization and management.
Lastly, we made the Facility Operations form more dynamic by showing the question "Please provide standards for equipment and wall maintenance" only when "Climbing Wall" was selected, reducing unnecessary fields and streamlining the form. Through these tasks, the team made significant improvements to the website's functionality, security, and user experience, contributing to its overall success and efficiency.
We recommend moving to the new client system for following reasons:
- Simplified Customer Management: New system makes it easy to handle customer interactions and communications all in one place.
- Personalized Data Fields: Customize the system to capture and store the exact customer information you need for your sales processes.
- Time-saving Automation: Automate repetitive tasks like sending follow-up emails or assigning team responsibilities, freeing up more time for important work.
- Team Collaboration: Collaborate effortlessly with your team, sharing notes, updates, and working together on customer-related activities.
150 used the software and automations we built to bind coverage with AGuard.
→ Our automations saved 212 hours of work
→ We automated 6349 tasks
→ We found and fixed 18 bugs
→ Completed quality assurance of every automation documented below each week
34% new business conversion rate last month
↓ 12% from 1 month ago ↓ 11% from 2 months ago ↓ 22% all time average
90% renewals conversion rate last month
↑ 4% from 1 month ago ↑ 11% from 2 months ago ↓ 4% all time average
New Business conversion rate has been consistently down, we recommend looking at implementing our new client follow-up system to help you send more persuasive messaging.
How easy was it to get started with AGuard?
22 total customer responses
→ 82% found it easy to get started
→ 18% found it average to get started
→ 0% found it difficult to get started
Customer open ended feedback on getting started with AGuard
- I had a great experience overall
- No, super easy!
- Nope! The staff was great! Responsive and timely
- Nope the process was seamless
- Nope, all good.
- none- great company
The clients seem to like the recent changes done to the portal. The ease to get started has increased from last time.
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.