Are you incredibly frustrated with your team’s account rounding performance? Feel like you are continuously shouting from the roof top how important it is? Do you continuously look at the new business coming in and wonder why is it monoline? You are not alone and we have solutions!
So why does your team continuously not incorporate account rounding into their day? Are they lazy, don’t listen or just don’t care? The reality is that none of these are true. Generally, they just get back into muscle memory and would rather crush a stack of papers than cause another quote and more service work to do. They believe in account rounding but no one has shown them a simple clear way to make it possible. You may get the common push back of “I’m too busy” or “That’s a sales person’s job”. Both of these are excuses for “I just forgot, please help me!” But too often we just give up in frustration.
So here is the plan. Instead we work with the team to just ask once before lunch and once after, it’s a bit like the the Christina Millian song, AM to PM. When we break it down into bite sized chunks, it seems much more possible. When you say account round the team thinks every call and that seems dauntingly impossible.
Now the key is accountability. We can’t manage what we can’t measure. Contact us! We have a free tracking calendar we can send you, your team can add a sticker to it each day to keep track of the efforts. This combined with some activity codes and you have a winning ticket. The desk calendar will also help you remember to check on their progress. Account rounding is critical to an agency’s success! Contact us if you want to learn more or read our recent blog on 52 ways to Account Round!