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The One More Meeting Planner

One More First Appointment, Per Producer.

What one more first appointment per producer is worth to your agency, exactly what it takes each week, and the one lever that cuts the work.

Built from your Revenue Gap numbers. Change anything below and the plan updates.

What It's Worth
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What It Takes, Each Producer, Each Week
new accounts into the 14-touch sequence
touches
hours of prospecting
The lever: how sharp is the list?
3 per 25

First appointments you get for every 25 accounts worked through the sequence. Slide it and watch the hours.

The 14 Touches Over 40 Days

Every account gets the same 14 touches across six channels. This is where the hours go.

TouchDayChannelStageMinutes
Three Moves to Make It Fit
1

Sharpen the list before you add effort.

2

Write each touch once per batch, not once per prospect.

Script all 14 touches for a batch of 25 up front, then personalize one line per account. Writing from scratch every day is where prospecting hours disappear.

3

Protect the block like a client meeting.

Your numbers (change any of them)

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Want the list, the 14 scripts and the weekly rhythm built for your producers?

That is what the Pipeline Power System installs: a written Target Lock, the full sequence scripted in each producer's own voice, and a scoreboard you can see every Friday. In 30 minutes we'll walk through this plan with your numbers and you'll leave with the first move, whether or not we ever work together.

Book Your 30-Minute Walkthrough

Questions: [email protected]

Minutes per touch are planning estimates that include writing: about 5 for an email, text or LinkedIn note, 10 for a call with voicemail, 30 for a mailed or dropped piece. 48 working weeks a year.