Agency Intelligence

In this episode, James talks with Torey Maerz, Founder, and CEO of Client Circle. To learn more about Client Circle, visit https://www.clientcircle.com/. Visit our website to join our email list, get the scoop on our LIVE coaching calls and never miss an episode: https://www.agencyfreedom.com Connect with Agency Freedom Podcast on Facebook at the Agency Freedom Podcast group: https://www.facebook.com/groups/agencyfreedom Email us at podcast@agencyfreedom.com with ideas, questions, complaints or your favorite grilling recipe. Episode Highlights: Torey explains why the company rebranded from Rocket Referrals to Client Circle and outlines its plan to gradually phase out the old name. (9:11) Torey shares the story of how they created the system for handwritten cards and highlights the company's commitment to customization. (17:51) Torey discusses their “Journeys” product, which is goal-based and helps track data. (24:11) Torey explains the process of building pre-built automation and taking client reques