Finish Strong – Your Q4 Game Plan
- by Dennis Cooley
- in Uncategorized
- on October 9, 2025

We’ve entered the final quarter of the year—a time when great producers separate themselves from the pack.
While others slow down or start coasting, this is your moment to lean in. Many businesses take stock of their needs and budgets in Q4, which means there’s opportunity everywhere—if you’re ready for it.
Here are a few Q4 prep reminders to help you finish strong:
✅ Review Your Pipeline – Identify warm leads from earlier in the year. Reconnect, follow up, and see if their situation has changed.
✅ Ask About Renewals – Many policies renew at year’s end. Don’t wait for your prospects to bring it up—ask now and get ahead of the competition.
✅ Highlight Year-End Incentives – If your partners or carriers have incentives, now is the time to leverage them.
✅ Plan Your Calendar – Holiday schedules get hectic. Book key meetings now, and secure time with decision-makers before they go off the radar.
✅ Recommit to the Basics – Daily outreach, follow-ups, and quoting. Momentum is built through consistent, focused action.
You’ve already done the work of building trust and planting seeds all year. Q4 is the time to harvest.
Let’s finish this year strong—together.
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P.S. Looking for a little help or want to brainstorm a tough deal? Reply to this email and let’s talk strategy.
