The 8 habits of highly successful agencies

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“We are what we repeatedly do. Excellence, then, is not an act but a habit.”
– Will Durant –

The philosopher Will Durant tells us that excellence is the result of the habits we repeatedly perform, and when it comes to your agency, revenue-growing, success-breeding habits are the name of the game. But is your CRM software helping or hindering people at your agency from implementing and sticking to productive habits?

Reviewing hundreds of data points in our software, we were able to drill down into the habits that the most successful agencies practice without fail. Here are the 8 essential habits that these agencies have in common:

1) They automate their admin

Successful agencies know that what gets automated, gets done. These agencies can be found continuously reviewing their processes to see where they might save time and effort and will go to great lengths to reduce as many touchpoints with repetitive admin tasks as they possibly can. People are great at making decisions, finding solutions, and building relationships – but not always so great at remembering everything they should – automation takes care of the latter, whilst freeing up time for staff to do what they do best.

2) They prioritise compliance

For these agencies, rules are not made to be broken. In fact, they seem to go the extra mile to make sure they are compliant to the hilt. Why? Because they know that one illegal transaction can ruin a lifetime of hard work, that customers seek out agencies with reliable reputations and that there is no time to play compliancy catch-up when the market is moving at speed.

3) They review and react on a daily basis

Top agencies prioritise daily performance reviews because they understand that reaching target is not about one big course adjustment when it may be too late or too difficult, but about daily, seemingly small course corrections. They proactively address potential issues as and when they appear as a direct result of being deeply engaged with their performance stats.

4) They are persistent marketers

Every great marketer knows that being top of mind is the only place to be, which is why successful agencies make marketing a daily priority, whether it’s sending out a congratulatory email to an old client or finding new opportunities.  Because if they are not saying hello to the customer, someone else is.

5) They are fierce guardians of their time

Jim Rohn famously said that “Time management is the secret of the rich”, and successful agencies know and practice this by default. You will never find them doing anything that software can do faster and better, which unsurprisingly also tend to make them early adopters of tech solutions that will speed up processes and enhance accuracy – because mistakes are costly time wasters. In these teams, every decision is weighed against a time cost, to ensure they maximise and capitalise on each and every second of their working day.

6) They make business very personal

Acquiring a new customer can cost five times more than retaining an existing customer – and successful agencies have long since known that. So, they take great care of the customers they do have, extending the personal touch whenever they can and in whichever way that will set them apart from the run of the mill agency experience. In the long run, this habit builds the agency’s brand and reputation.

7) They enter prepared

It’s been said that successful people get up three hours earlier than the average person, spending that time to plan their day and getting key tasks done so that by the time everyone else kicks in, they’re already miles ahead. Successful agencies follow the same principle by having systems and processes in place that help their teams to start each day with a crystal-clear understanding of what needs to be done, followed up on, reviewed, or attended.

8) They use time pockets to maximise productivity

Every day yields a few time pockets – standing in a queue, commuting to work, waiting for a client to arrive. Successful agencies equip their staff with tools and plans to make the most of their time, whether that is mobile friendly software that enable viewing of to do lists or updating of customer information on a viewing as and when it happens.

If you want to find out more about how Reapit can help you develop these habits and transform that activity into success for your business, then book a mini demo today.

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