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Welcome Kit Series To Onboard Your New Customers

We’re gonna dive back into the third P which is Promotions the fun and the sexy one that everybody wants to start with!

Strategy reminder, don’t skip the first and second P, but when we get over to the third P and the Promotions one of the other strategies that you definitely want to have in place in your unstoppable agency machine is a welcome kit series to onboard your new customers to your organization because I mean think about it like this somebody just left a relationship let’s say they left a relationship with their agent or other business of say 20 years of 25 years. Did it make him really, really happy to leave that? No, there was a reason they left, but they left. And so the last thing you would ever want anybody to ever have after they put their 100 commitment in you and your team, in your organization, is buyer’s remorse.

So what the welcome kit series does, if you properly implement it, starting on day zero you will let them know that they made the right choice you’ll completely remove buyers remorse. And by the end of the 30th day or so, they’re going to be thinking to themselves, oh my gosh why didn’t I make this move sooner. They’re going to fall in love with your agency. They’re going to know who they’re dealing with. They’re going to look back and say I made one of the best insurance buying decisions that I’ve ever made. I finally found the right agency.

And so it’s the strategy of employing a welcome kit series that back to if you listen to our first segment in the third P, if you want to reach 100% of the marketplace you’ve got to use 100% of the ways. The welcome kit series also employs that same thought process, so if you’re going to reach a 100% of your new customers you’ve got to use 100% of the ways. Alright both online and offline. We’ve got it mapped out and now our onboarding and welcome kit series is over two full years over 460 days of steps to welcome people onto the team.

In addition to all the nurturing strategies and everything else that we do, when people become part of our agency family, if you will they stay. And they stay longer and they invest more money in their insurance program and better than that they tell their friends. And that’s one of the biggest, biggest benefits of our welcome kit series, is they’re telling their friends, their neighbors, their co-workers. The people they go to church with and everybody else, oh my gosh you should hear about the agency that I found and it all starts with the welcome kit series.

Friends, if you have picked up one, two or three or more strategies and what we talked on today, and you want to know more and you want to take immediate action we strongly recommend that you simply go to and make it happen for yourself.

My name is Mike Stromsoe. I’m widely recognized as the leading author, speaker, and coach for the independent insurance agency industry. You can find me at

If you’re interested in attending a virtual or live event, please visit or I want to share with you some of my best money-making strategies proven over 35 years of research in our industry to help you grow your business, create wealth, so you can have more freedom to live life on your terms.

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The Three P’s Of Profound Business Success

People, Processes, And Promotion: The Keys To Success

Business owners know that they need to work to make their business a success, but may be unsure exactly where to focus their energy. To give you clarity about which areas deserve the most attention, consider the three P’s: people, processes, and promotion. Concentrating on these three areas will help you see the most growth and success from your company this year.

  • People: People should always come first. Never stop paying attention to the people on your team, acting when their successes can be celebrated and noting where they can be encouraged to grow. The first person on whom you focus should be yourself. Work hard to become the best leader you can be. Then, slowly and thoughtfully build your ideal team.
  • Processes: You should never stop refining the systems that you use in your business. As the world changes, better processes will become available and if you do not capitalize on them, you are missing out. Also, welcome feedback from your team so you can get insight into which processes need the most work from the people who are in the trenches each day.
  • Promotion: It is important that this step comes last. Once you have a built a steady, stable, successful team and honed in on as close to perfect processes as you can currently get, start publicizing the work you are doing. Tirelessly promote your business, clearly verbalizing what you offer, why people should act immediately, and always include a call to action.

Contact Mike Stromsoe’s Unstoppable Profit Producer Program for a premier wealth creation program that will help you work less, earn more, and enjoy life! Mark your calendar to be a part of our “Leave No Regrets” Boot Camp in San Diego this November to maximize and capitalize on your potential and the potential of your business.

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