AGuard May 2023 Work Summary

🙃 Clients

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Please review our end-of-month report of all the things we worked on and managed for your business.

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Work Done

22 total hours worked

+7 hours over our retainer amount

This month we investigated the possibility of implementing a magic link functionality instead of a one-time password for login and going live with it if feasible. Additionally, exploring the option of using SMS instead of email for the security layer login. Collaborating with Auth0 support to resolve browser-related login issues with the magic link. Modifying the labels on the OTP confirmation form. Integrating SMS into the login system. Testing and confirming the readiness of the portal security layer for a demo. Debugging and resolving the duplicate row problem in the AGuard renewal sheet, determining which rows to delete. Adding error feedback to the entire new client application process to inform users of any issues. Finally, implementing the updates mentioned in the email regarding the youth sports application.

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OWC Recommendation

We would like to go over a new client management and follow-up system that will make managing client onboarding much quicker.

See A Task By Task Breakdown Of All Work Done Last Month

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Automations & Software Management

111 used the software and automations we built to bind coverage with AGuard.

→ Our automations saved 351 hours of work

→ We automated 10,546 tasks

→ We found and fixed 21 bugs

→ Completed quality assurance of every automation documented below each week

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Key Onboarding Metrics

39% new business conversion rate last month

6% from 1 month ago 9% from 2 months ago 18% all time average

79% renewals conversion rate last month

6% from 1 month ago ↓ 8% from 2 months ago 16% all time average

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OWC Recommendation

Conversion rate has been consistently down, we recommend looking at implement our new client follow-up system to help you send more persuasive messaging.

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Customer Onboarding Feedback

How easy was it to get started with AGuard?

21 total customer responses

→ 81% found it easy to get started

→ 14% found it average to get started

→ 5% found it difficult to get started

Customer open ended feedback on getting started with AGuard

  • No, appreciate your team staying on top of things and following up as I try to stay organized throughout the day of running the business.
  • No...this process was very easy!
  • I signed some documents multiple times on this page due to page redirects, the workflow could be better.
  • No...everything was great! Thanks
  • Nope. Great service
  • The process was efficient.
  • The website is pretty slow to load but that's about it.
  • Always great! Been using you all since 2009.
  • Ling took great care of me. It would be good to have everything updated to the correct email address going forward for renewals. Thanks
  • Absolutely. I should have been allowed to sign my agreement prior to payment & definitely should not have been directed to sign someone else's financing agreement. My gym has used your service for 10 years & I'm dissapointed that this renewal is littered with issues.
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OWC Recommendation

Look into automating the e-sign process to reduce bugs and increase reliability.

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Social Reviews Effectiveness
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Not Available

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.

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Site Security & Speed

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
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OWC Recommendation

We recommend allocating some retainer hours to conduct an audit of form endpoints. This will ensure that all data is secure.