The AEP prep episode you’ll wish you listened to sooner... AEP success starts now. This mid-year reset episode helps you get clear on what’s working, what’s not, and how to prep smarter, not harder.
From system fixes to client strategy, it’s your blueprint for a calmer, more profitable busy season!
In This Episode, We Cover:
Reviewing your Q1 and Q2 goals — what worked and what didn’t
Checking key client metrics like retention and follow-up
Identifying what you’ve been avoiding before it becomes a problem
Noticing what tasks feel energizing vs. draining
Cleaning up your CRM and tagging priority leads
Prepping your Scope of Appointment systems and reviewing plan updates
Scheduling your marketing content and locking in lead sources
Blocking off time for rest, meals, and self-care during AEP
Reviewing your income, expenses, and campaign ROI
Simplifying your systems and delegating what you can
Making sure your messaging attracts the right clients
Cutting out busywork and doubling down on what drives results
