HubSpot is your best friend for making service scalable.

🔥 NEW EPISODE ALERT 🔥 Are you truly living a life of purpose—or just performing for the algorithm? In this powerhouse episode of the Power Producers Podcast, I sat down with Tania Khazaal, aka Tanya the Herbalist, for a raw, eye-opening conversation about burnout, balance,

A producer's job is to hunt, not to sit behind a computer all day.

The producer books the first appointment. The account manager wins the second.

Introducing your account manager early is a differentiator. Most competitors never do it.

Friction creates change. Use it to train clients to use your process.

Check out the latest article in my newsletter: Stronger Together: Why Middle Market Property and Casualty Producers Should Team Up with Employee Benefits Producers linkedin.com/pulse/stronger… via LinkedIn

Empower account managers early, and clients will call them first.

Efficiency isn't optional, it's how you scale without burning out.

Hold your team up as the heroes. Your success depends on them.

Clients want responsiveness. That's why service belongs with account managers, not producers.

Friction forces adoption. Make the app faster than calling the office.

Portals and apps turn headaches into efficiency.

Don't fear handing off service. You'll grow faster when you're not the bottleneck.

Every ball gets dropped sometimes. What matters is how you and your team recover.

The best producers aren't the most important person in the relationship. The service team is.

In prospect accounts, always ask: How do you measure quality, productivity, and safety?

Most companies wait for the mod or loss runs. Winners measure safety proactively.

Tie accountability for your clients to their location managers. Reward achievers, re-direcgt underperformers.

Aggregate loss runs hide the truth. Break them down by location.