Power Producers Podcast

Scaling Through Systems and Automation With Katherine Ternes

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In this episode of The Power Producers Podcast, David Carothers and co-host Kyle Houck interview Kat Ternes, Vice President of Revenue at AgencyZoom. Kat discusses the value of automation in helping teams be more consistent and effective.


Episode Highlights:

  • Kat shares her background. (10:23)
  • Kat discusses the concept of AgencyZoom, the marketplace goals, and who they are looking to cater to. (18:53)
  • Kat discusses their sales and retention module, and how the automation would work around the policies. (20:21)
  • Kat explains that they use automation instead of just campaigns, which makes them more versatile. (23:48)
  • Kat mentions that AgencyZoom uses Hubspot and Salesforce (25:54)
  • Kat explains that automation is meant to make a team more consistent and hence more productive, as well as to allow them more time in their day to spend with the clients. (29:30)
  • Kat explains the difference between CSAT and NPS. (38:24)
  • Kat mentions that AgencyZoom has a full pinback module in their product. (41:38)
  • Kat shares what she thinks will happen in the automation. (42:44)
  • Kat shares how they celebrate a new sale. (45:01)
  • Kat mentions that AgencyZoom has created an internship cohort that spans the entire state of Ohio. (48:00)



    Tweetable Quotes:

    • “We're using automation instead of just campaigns. So that helps a lot for us to be a little bit more versatile.”  - Katherine Ternes
    • “Automation is meant to make your team more consistent and thus more effective and to give them more time in their day back to spending it with your customers.” - Katherine Ternes
    • “If we don't track service, we're not close to doing the whole picture to be able to run our agencies as a business.” - Katherine Ternes


      • Resources Mentioned:

      • Katherine Ternes LinkedIn
      • AgencyZoom
      • David Carothers
      • Kyle Houck
      • Florida Risk Partners
      • The Extra 2 Minutes


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