1. EachPod

Decluttering, Julie-izing, and the Cross-Sell Later Myth

Author
Shane Tatum and Tonya Lied
Published
Mon 11 Apr 2022
Episode Link
None

What does cleaning out your bedside table have to do with your agency? Shane and Tonya discuss decluttering your book, "Julie-izing" your business from the beginning to make it efficient, and why writing the monoline policy now and upselling later creates chaos. 

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