“I would present them a PowerPoint presentation on Jose Cruz and my family ... to show them the seriousness of the commitment”

Profiles in Risk · Jose Cruz, President at CS9 Consulting - PIR Ep. 868

Play from 46:03
46:03

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What was described

Presented a personal PowerPoint about his family to new agents before appointing them, linking personal commitment to performance expectations

Said nearby on the same subject

“Enes kept his mic and his camera fixed on them… he took his mic out, approached one of the family members…”
EB
Enes Baba
Throughline ·
How they work Share this moment
“Slow your role. Sit down, whiteboard what that person is really going to do for you and what you expect them to do”
BG
Bobbi Guerra
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How they work Share this moment
“We had about six or seven agents working at a time… we would get a lead on Facebook and our agents were converting sometimes $80 appointments… $80 to $150 per booked appointment.”
MC
Mauricio Cardenal
AI & Marketing for Home Service Pros ·
How they work $80-$150 per booked appointment; 6-7 agents; 30-day booking window Share this moment
“Call the small business person, have them recommend some people… tell them you spoke to the small business person.”
EC
Eric Coffey
Govcon Giants ·
How they work Share this moment

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