Starting with Agency Elephant!
Lets get started with Agency Elephant!
Below you will notice a few buttons. Each of these options are designed to help you address specific things with Agency Elephant, sales, service, new indy agency, knowledge base, making money tomorrow, quick one on one strategies to drive revenue, etc. These are all areas to help you take action in your agency on your terms.
We highly recommend you tackle one thing in your agency at a time. Use this guide to tackle those things. Some videos you may notice you have buttons where buttons didn't exist before, thats okay, the primary rules all still apply in these videos. Our product takes lots of changes all the time. So follow the steps, and report if you have an issue on any of them.
You will notice two paths that users typically start in the system (sales roadmap and service roadmap) and we lay out a detailed guide on how to take action! Each of these buckets have different strategies on how to tackle Agency Elephant and use cases. Which option are you looking for help in?
Next you will notice a few other options:
Knowledge base (all things AE, tools, terms, settings, etc. this is your encyclopedia for AE)
New to Indy Agency (Tools, tips, and strategies for agents going indy)
Make Money Tomorrow (Things to run to get ROI positive FAST, here is less about setup, process, and all about running campaigns)
What area of focus are you wanting to take with Agency Elephant initially? Start there. (keep in mind you can always come back and start with another area as you grow into the system)