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Please review our end-of-month report of all the things we worked on and managed for your business.
22 total hours worked
+7 hours over our retainer amount
This month, a range of tasks were successfully completed to address various issues and improve functionality. These tasks included creating an admin login for team@affiliateguard.info to bypass the security layer for the Aguard team, removing an event link from a specific webpage, and implementing a security layer bypass for URLs containing payment=true parameters. Additional enhancements involved adding more questions to the form when selecting the Climbing Wall option, redirecting submissions for Youth Sports applications to the New Business sheet, and verifying the timing of a campaign for a specific client. User experience improvements focused on creating a security layer bypass for new applicants and investigating text and email automations. Technical issues were resolved, such as debugging renewal links in Hatchbuck emails, fixing browser cache and application redirection problems, and investigating an E-sign step issue for a specific client. User interface enhancements included rearranging the Waiver step in the portal and deploying the Security Layer feature accordingly. Lastly, a task was completed to assign a unique ID value for all UID rows. These comprehensive tasks aimed to address a variety of technical, user experience, and administrative needs efficiently.
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.
149 used the software and automations we built to bind coverage with AGuard.
→ Our automations saved 256 hours of work
→ We automated 7678 tasks
→ We found and fixed 25 bugs
→ Completed quality assurance of every automation documented below each week
38% new business conversion rate last month
↓ 6% from 1 month ago ↓ 6% from 2 months ago ↓ 17% all time average
86% conversion rate last month
↑ 6% from 1 month ago ↑ 1% from 2 months ago ↓ 8% all time average
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?
43 total customer responses
→ 75% found it easy to get started
→ 23% found it average to get started
→ 2% found it difficult to get started
Customer open ended feedback on getting started with AGuard
- I have nothing to add. But very happy with the promptness.
- Everyone was quick and super helpful !
- Went smoothly, would have liked a couple more weeks lead time for renewal.
- No. Everyone was very helpful! Thank you!
- After 8 years of working together it would have been nice to get direct answers when we initiated the renewal process & not get led around for almost a month with no quote or information of why it was taking so long or why my rates increased.
- Very easy. Thanks
- Great experience
- I've had a hard time accessing the site. Still can't get on. Thank you for your service, I appreciate it.
- The system used to pay was erroring and then billed me twice.
- No you fold did a great job and the process was straight forward. I appreciate your patience with us. We have several boards and committees I have to get things worked out thru.
- More videos of Vaughn in flashy silk T shirts.
- Everyone has been extremely helpful, responsive and patient. Thank you!
- Great experience!
- No, you guys were so responsive to my questions, and coverage is WAY more than I previously had at basically the same rate.
- the signature sheets did not allow me to change the name. i am the gm and wanted the owner to sign all of the forms.
- I've enjoyed all the personal interactions. The staff seems friendly and everyone was courteous and helpful. The online process is a bit clunky and seems that it could be smoother.
- Everything was great!
- We are having an issue submitting our waiver. It is stating the file can only be 300MB. Is there a way to email this to you?
- AGaurd is amazing and so easy to get set up. I wouldn't change a thing. Thank you!
- Did it from my phone!
- You did great!
- You guys are the absolute best.
- No. all great
- This is the best experience we have ever had with an insurance company. The policy was straight forward and the process was simplified and easy to complete. Insurance companies can be extremely frustrating, but we thank you for such excellent service.Love this method! Thanks guys!
- It's always a pleasure working with you all. Thanks!
- Thank you for text reminders!
- Super streamlined process, great experience!
- I don't think so. We are switching from RRG and the whole process was very simple and stress free!
- The whole process was super easy to work through. Thank you!
- It wasn't clear to me when to initiate the payment and e-signature from the e-mails I was receiving. Once the process started it was easy.
Look into automating the e-sign process to reduce bugs and increase reliability.
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.