Episode 211: 8 to 1 ROI First Year

How do you guarantee an 8 to 1 ROI in your first year?  It is all about the clients.

Join me as I share my insights on the importance of client nurturing programs and analytics to maintain positive relationships. There is significant importance in delivering on promises, gratitude, community giving, and education about insurance coverage. I also talk about our six-step referral checklist and the strategies needed to operate a formalized referral program that you are not going to want to miss.


  • Having a systematic client nurturing program and back-end analytics program is crucial as it can lead to 80,000 opportunities from 800 clients who know 100 people each.
  • Customer referrals are a result of how you deliver service. So, deliver as promised every time.
  • Utilize a referral checklist that includes calling the people that referred to you as well.
  • Reach out to your clients monthly. Build those relationships with a focus on gratitude.
  • Every phone call is an opportunity. Every email is an opportunity. Every text message is an opportunity. Every communication is an opportunity.
  • Discover each of the steps that UPP utilizes in their six-step referral checklist.
  • Is the lack of consistency holding you back?


Until next time, get out there and make a difference, be unstoppable, and leave no regrets!

Mike Stromsoe
The Unstoppable Profit Producer
Call 800-770-9984
Website: http://unstoppableprofitproducer.com/

Virtual Events: http://www.uppfaststart.com/

Email [email protected]

Podcast: http://unstoppableprofitpodcast.com

Virtual Training: http://uppfaststart.com

In Person Training: http://beunstoppablebootcamp.com

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