Jen and Andrew Gallegos discuss building an ecosystem of growth and intentionality.
Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-jen-and-andrew-gallegos-loan-officers-with-new-american-funding/
Jen and Andrew Gallegos delve into the significance of implementing systems to ensure a consistent and successful client experience. They accentuate that having systems in place doesn’t mean being robotic, but rather provides a framework to achieve and deliver the desired outcome to clients.
A key element in creating a successful client experience is having a well-documented system. This involves clearly defining responsibilities and documenting the process. By having a written system, the entire team can follow the same process, ensuring consistency in delivering the client experience.
Jen and Andrew Gallegos also stress the importance of using checklists as part of their system. Checklists help ensure that all necessary steps are followed and nothing is overlooked. They also highlight the value of learning from mistakes and constantly seeking ways to improve the client experience.