Scaling Through Systems and Automation With Katherine Ternes, Episode #136

In this episode of The Power Producers Podcast, David Carothers and co-host Kyle Houck interview Kat Ternes, Vice President of Revenue at AgencyZoom. Kat discusses the value of automation in helping teams be more consistent and effective.

Episode Highlights:

• Kat shares her background. (10:23)
• Kat discusses the concept of AgencyZoom, the marketplace goals, and who they are looking to cater to. (18:53)
• Kat discusses their sales and retention module, and how the automation would work around the policies. (20:21)
• Kat explains that they use automation instead of just campaigns, which makes them more versatile. (23:48)
• Kat mentions that AgencyZoom uses Hubspot and Salesforce (25:54)
• Kat explains that automation is meant to make a team more consistent and hence more productive, as well as to allow them more time in their day to spend with the clients. (29:30)
• Kat explains the difference between CSAT and NPS. (38:24)
• Kat mentions that AgencyZoom has a full pinback module in their product. (41:38)
• Kat shares what she thinks will happen in the automation. (42:44)
• Kat shares how they celebrate a new sale. (45:01)
• Kat mentions that AgencyZoom has created an internship cohort that spans the entire state of Ohio. (48:00)

Tweetable Quotes:

• “We’re using automation instead of just campaigns. So that helps a lot for us to be a little bit more versatile.” – Katherine Ternes
• “Automation is meant to make your team more consistent and thus more effective and to give them more time in their day back to spending it with your customers.” – Katherine Ternes
• “If we don’t track service, we’re not close to doing the whole picture to be able to run our agencies as a business.” – Katherine Ternes

Resources Mentioned:

• Katherine Ternes LinkedIn
• AgencyZoom
• David Carothers
• Kyle Houck
• Florida Risk Partners
• The Extra 2 Minutes