Resources

Guides for agencies that want a predictable pipeline.

Practical, numbers-first writing on prospecting economics, x-dates, show rates, and compliance.

Library

Latest guides.

Economics · 6 min read

How to calculate your agency's true cost of prospecting

Producer hourly cost, dials-to-appointment ratio, and opportunity cost — a simple model that usually shows in-house prospecting costs $200+ per meeting.

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Buying leads · 5 min read

5 mistakes agencies make when buying appointments

Resold leads, vague qualification criteria, no show-rate accountability, mismatched territory, and buying volume before proving fit.

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Workers' comp · 9 min read

Workers' comp x-dates: a complete guide for 2026

Where x-date data actually comes from, how to verify it, and the 60–90 day window where outreach converts best.

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Show rates · 4 min read

How to improve your show rate on cold appointments

The confirmation cadence, calendar invite language, and reschedule rules that keep show rates above 70%.

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Verticals · 5 min read

Why construction and trucking are the best WC targets

Mod volatility, premium size, and carrier churn make these classes the highest-yield verticals for renewal outreach.

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Compliance · 7 min read

TCPA basics every agency owner should know

B2B calling rules, DNC obligations, recording consent by state, and what to require from any vendor calling on your behalf.

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