I just helped an insurance broker named Kailey save herself 2 hours a day in 40 minutes🤯
Here's what I set up for her:
Call Filtering system: so that when she received a (probably work related)call from an unknown number on the weekend, it would be filtered and go straight to voicemail.
Missed Call text back: 82% of clients would drop a broker over slow response times. So when she doesn't answer a phone call, right after they hang up they receive a text message saying "sorry, I'm busy with my family or helping another client right now. I will reach back out within 24 hours."
Call recording and summaries: Kailey takes all her calls on the phone, and she has been recording them and then manually typing them all out. Now they are recorded, transcribed, organized, and summarized without her needing to do anything.
You can save time too!
Here are some of my favorite automation apps.
Fathom
Quo
Fluid Marketing
GoHighLevel