Most service-business owners don’t have a lead problem. They have a follow-up problem.

In this episode, I sit down with Cheri Martinen, a fourth-generation insurance agent who bought out her parents’ agency over a 7-to-8-year plan and learned every side of it: sales, HR, bookkeeping, and carrier relationships. She shares the direct mail campaign built around a smoke alarm battery that brought in leads right away, and why she says 80% of sales close between the 5th and 20th contact.

We also get into the part of business most owners avoid until it’s too late:

• What happens to your personal assets if you operate without business insurance
• What underwriters look at: your structure, revenue and payroll
• Why umbrella and cyber coverage matter when lawsuits are the risk
• How an independent broker quotes your business across multiple carriers, and why it costs the buyer nothing
• Why masterminds, outside help and delegation keep owners from burning out

If you’re the bottleneck in your own business, this one’s for you.

Connect with Cheri:

• LinkedIn: https://www.linkedin.com/in/cheri-martinen-a6002725/
• Facebook: https://www.facebook.com/profile.php?id=61575834316721
• Instagram: @cheri_martinen
• YouTube: https://www.youtube.com/@BancorpInsuranceLaPine
• Her book: https://a.co/d/01V9fXkW

Want to see where your business is leaking? Book a free strategy session with Pure Gold Business Solutions: puregoldbusiness.com

The doc also had an open to-do to confirm the book title from the Amazon link and add it to the description. The Gemini notes call it “Covered,” but those are auto-generated. I only saw the first part of the checklist, so there may be more below it.

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Book your strategy session here: https://www.puregoldbusiness.com/start