Episode Details
Back to EpisodesHow A Simple, Visible Process Can Lift Fees And Client Trust - Samantha Rowland
Description
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We reveal how a ten‑milestone, listed‑to‑settled framework turns chaos into a repeatable, high‑trust sales engine. Samantha Rowland shares the wall‑to‑workflow shift, from colour‑coded accountability to a Trello build that teams actually use.
• rebuilding the sales process every two years to match tools, laws and speed
• ten milestones from activation to settlement with clear ownership
• colour‑coded roles linking essential services, vendor care and sales activity
• mapping the wall to reveal gaps and remove assumptions
• keeping tools simple so agents adopt them under pressure
• using Trello for horizontal and vertical visibility across campaigns
• front‑loading compliance and creative to launch faster with fewer errors
• communicating invisible work to justify premium fees
• onboarding agents with one shared source of truth
• embracing feedback to fix gaps and grow capacity
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