What's Falling Out the Middle of Your Pipeline?
You know how many leads came in this month. You know how many closed. But can you see the ones that stalled—and why?
The EffiZoom Board is a free audit tool that reads your AgencyZoom pipeline and shows you exactly what's slipping through the cracks. No pitch. Just information.
What the Board Does
It reads your AgencyZoom data—pipeline stages, lead sources, activity logs—and looks for patterns you can't see manually.
Stalled Deals
Finds opportunities sitting in "Quoted" or "Proposal Sent" for 30+ days with no activity.
Shows you exactly how much revenue is sitting still—and which deals to prioritize.
Lead Transposition Issues
Detects when forms mention "my spouse" or "my boyfriend" but only one contact was created.
These are the opportunities you didn't know you had—hidden in form notes.
Conversion Drop-Off Points
Identifies stages where deals consistently stall—"Quoted to Sold" gaps, "Contact Attempted" dead ends.
Shows you where your process is breaking down, not just that it's breaking.
What We've Actually Found
These aren't hypotheticals. These are real examples from Board audits we've run for agencies on AgencyZoom.
$38,000 Deal Sitting in "Quoted" for 42 Days
Commercial line. Last activity: "Emailed quote." No follow-up scheduled. Client never said no—just went quiet. The Board flagged it. Producer followed up. Deal closed three days later.
Revenue recovered: $38,000
Lead Form Said "Boyfriend Needs Insurance Too"
Only one contact was created. CSR routed the lead, quoted the girlfriend, closed the deal. Boyfriend's policy? Never quoted. The Board caught it six months later by reading the form notes.
Opportunity identified: Second household policy
67% of "Contact Attempted" Leads Never Got a Second Attempt
The agency's process: call once, leave a voicemail, move on. The Board showed that 67% of leads in that stage never got a follow-up. Just one call, then silence.
Process gap identified: Follow-up cadence missing
Average Time from "Quote Sent" to "Sold": 23 Days
The agency thought their sales cycle was fast. The Board showed it was actually 23 days on average—nearly a month of radio silence between quote and close. They tightened follow-up. Cycle time dropped to 11 days.
Sales cycle improvement: 52% faster
Why Is This Free?
Because you can't fix what you can't see.
Most agencies don't have a pipeline problem. They have a visibility problem. Deals are stalling, leads are slipping through, but you can't see it because you're too busy running the agency.
The Board gives you that visibility. Once you see what's happening, you can decide what to do about it. Maybe you fix it manually. Maybe you build a workflow. Maybe you bring in AI to catch it automatically.
But first, you have to see it. That's what the Board does. And we don't charge for it because if you can't see the problem, you're not going to fix it—with us or anyone else.
How It Works
Three steps. 15 minutes total. No software to install.
You Give Us Read-Only Access
AgencyZoom lets you create read-only users. You add us as one. We can see your data—we can't change anything.
Takes 2 minutes. We'll walk you through it if you need help.
We Run the Audit
The Board reads your pipeline, activity logs, lead sources, and stages. Looks for stalled deals, transposition issues, conversion drop-off points, and pattern gaps.
Takes about 10 minutes. You don't have to do anything.
We Share the Findings
Matthew schedules a 15-minute call. Shows you exactly what the Board found. No pitch. Just information. You decide what to do with it.
If there's nothing interesting, we'll tell you that too. Not every agency has big gaps.
What Happens After the Audit?
That's up to you. Here are the typical paths agencies take once they see what the Board finds.
Fix It Manually
The Board shows you the stalled deals. You follow up manually. Problem solved.
This works great if you just need the visibility—not necessarily the automation.
Build Workflows to Catch It
The Board finds the pattern (e.g., deals stall at 30 days). You build a workflow to fire a follow-up at 28 days.
The Architect can generate these workflows for you in 8-10 minutes.
Let AI Handle It
The Board finds the gaps that rules can't catch (e.g., "my boyfriend needs insurance"). You bring in AI to handle those automatically.
Digital employees are built for judgment-heavy tasks like this.
Whatever you choose, the audit is yours to keep. No strings. No pressure. Just information.
Ready to See What You're Missing?
Request a free Board audit. Matthew will run it personally and walk you through the findings. 15 minutes. No pitch. Just visibility.
EffiZoom Support
How can we help you today?