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Please review our end-of-month report of all the things we worked on and managed for your business.
35 total hours worked
→ 20 hours over our retainer amount
This past month we successfully launched the portal!
In order to launch in the time we did the past two months we’ve worked approximately 35 hours over the retainer amount. This coming month you will see a decrease in hours worked as we just handle bugs and maintenance of the new portal in order to offset some, not all, of the extra hours we’ve worked over the past 3-4 months of launching the new portal.
185 customers used the software and automations we built to bind coverage with AGuard.
→ Our automations saved 154 hours of work
→ We automated 4628 tasks
→ We found and fixed 2 bugs
→ Completed quality assurance of every automation documented below each week
31% new business conversion rate last month
↑ 10% from 1 month ago ↓ 3% from 2 months ago ↓ 23% all time average
85% renewals conversion rate last month
↓ 3% from 1 month ago ↓ 2% from 2 months ago ↑ 9% all time average
How easy was it to get started with AGuard?
40 total customer responses
→ 83% found it easy to get started
→ 12% found it average to get started
→ 5% found it difficult to get started
Customer open ended feedback on getting started with AGuard
- I'm old and computers and I don't get along. Email me the policy and I will sign and send a check.
- did a great job
- No, this was ridiculously easy.
- Better Communication so I wasn't doing this last minute while out of town for business.
- Awesome Service and follow up.
- In my own opinion, it could not have been easier. Simple application process and speedy responses when asking questions via email.
- Portal won't save and it feels like a lot of back and forth
- None - been with AGuard since 2017.
- It was a simple, painless process.
- Your representatives and system have been user friendly. Thank you for that.
- I've already been using you guys. This year's process seems more complicated and time consuming that in the past.
- This process has been very easy with quick responseThis process has been easy with quick responses
- Not that I can think of. Super great to work with. They're great about getting me everything I need.
- Nope, this was straight forward and easy
- The process was great! fast and efficient. I appreciated the great communication and timely responses
- The process wasn't made clear with the first rep I spoke with. I don't personally like the method of everyone handles everything. I had no idea who I had previously spoken with when I called back and there was a good bit of confusion.
- Maybe a text message notification of affiliate fees due. That's the reason I was late, because I have received a text meesage in the past and don't check my email regularly
- wasn't sure was onboarding feedback was, thought that was a step you guys were taking.
- You made it very smooth!
36 Promoters + 2 new reviews
2 reviews this month and 0 responded 4.8 stars and 23 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
We recommend allocating some retainer hours to conduct an audit of form endpoints. This will ensure that all data is secure.