The Full Blueprint

Everything your agency needs — built right, built to last.

Every agency is unique, but the problems are universal: scattered systems, poor training, endless turnover, and zero time to fix any of it.
Blueprint Agent Solutions exists to end that cycle.

This is your complete list of what we can help with — the structure, systems, and support that take you from firefighting to focused growth.

Operations & Workflow Systems

The foundation of every efficient agency.

Your operations are the backbone of your success. We build systems that create consistency, accountability, and visibility across every line of business.

We can help you with:

  • Full CRM setup or cleanup

  • Pipeline and workflow design for leads, quotes, renewals, and service

  • Automation buildout for emails, texts, and task triggers

  • Performance dashboards and KPI tracking tools

  • Task management systems and role delegation

  • Google Workspace setup and drive structure organization

  • SOP documentation for all processes

  • RingCentral, Lightspeed or NerdPhone setup, IVR design, and routing configuration

  • Reporting templates for daily, weekly, and monthly production tracking


A fully operational agency system that runs efficiently, communicates clearly, and frees up your time to focus on growth.

Recruiting & Staffing Systems

Because you can’t scale without the right people.

High turnover and weak hiring systems kill momentum. Blueprint builds recruiting pipelines that attract, evaluate, and retain the kind of people who grow with you.

We can help you with:

  • Job description development for CSRs, FSAs, and producers.

  • Job posting and rotation plans (ads refreshed every 3–6 months)

  • Recruiting automation setup (tracking applicants, emails, and follow-ups)

  • Candidate sourcing and screening

  • Interview coordination and scorecard templates

  • New hire onboarding systems (checklists, logins, and expectations)

  • District-level recruiting support for multi-agency growth

  • Retention and engagement strategies to reduce turnover


A predictable recruiting system that continually feeds your agency quality candidates — not desperate hires.

Training & Development

Turn employees into producers — and producers into leaders.

Training isn’t a one-time event; it’s a system. We help agencies build internal development programs that stick — so every new hire has a clear path to success.

We can help you with:

  • 30/60/90-day onboarding plans

  • Training books for Producers, CSRs, and FSAs

  • Role-specific performance benchmarks

  • Call-review and coaching day design

  • Coaching for quoting, objections, cross-selling, and rapport-building

  • Team accountability trackers and scoreboards

  • Leadership coaching programs for managers and agency owners


Empowered, consistent producers who know what’s expected — and deliver it.

Internal Infrastructure

Structure for your team.

From employee handbooks to payroll setup, we build the administrative systems that keep your agency on track.

We can help you with:

  • Employee handbook creation (policies, PTO, conduct, accountability)

  • Onboarding and offboarding documentation

  • Compliance setup help for new agencies (EIN, state tax ID, workers’ comp, UI account)

  • Payroll system configuration (QuickBooks, Gusto, or preferred platform)

  • PTO and attendance tracking setup

  • Performance review templates and correction plans

  • Hiring, discipline, and separation forms

  • HR documentation templates for all employment actions


A professional and scalable internal structure that protects you and empowers your team.

Branding & Client Experience

Make your agency look, sound, and feel like the real deal.

Your systems create efficiency. Your brand creates trust. Blueprint ties both together so every touchpoint with your clients feels intentional and professional.

We can help you with:

  • Custom email signature templates (clickable review links included)

  • Business card and letterhead design

  • Branded document templates (quote sheets, disclaimers, waivers)

  • Templates for marketing and social media posts

  • Client experience mapping (from lead to renewal)

  • Google Business profile setup and optimization

  • Review link creation and automation setup

  • Internal communication channels (Discord, Slack, etc.)


A brand that communicates credibility and creates consistent experiences for both clients and staff.

Leadership & Growth Coaching

Because the agency’s growth depends on the person leading it.

Systems won’t fix everything — leadership will. We work with agency owners and managers to turn big goals into repeatable strategies.

We can help you with:

  • One-on-one leadership coaching

  • Strategic planning and growth roadmap development

  • Time management and delegation systems

  • KPI analysis and accountability coaching

  • Weekly or monthly team meeting frameworks

  • Performance-based coaching and goal reviews

  • Change management and leadership transition support


Confident leadership that knows where the agency is going — and how to take the team there.

Reporting & Analytics

Know your numbers. Drive your growth.

You can’t fix what you can’t see. We create systems that make agency performance measurable, actionable, and transparent.

We can help you with:

  • Custom KPI tracking

  • Team and individual scorecards

  • Monthly production and efficiency reports

  • Goal-tracking templates and accountability systems

  • Renewal, retention, and cross-sell tracking


A clear snapshot of your agency’s performance — every day, every week, every month.

Community, Partnerships & Ongoing Support

Stay connected. Keep growing.

Blueprint isn’t a one-and-done project — it’s an ongoing ecosystem of resources, collaboration, and support.

We can help you with:

  • Access to the Blueprint Community (webinars, templates, and Q&A)

  • Recruiting template library and automation guides

  • Monthly training calls and collaboration sessions

  • Continued system maintenance and quarterly audits

Current Partnerships:

  • Weaver Sales Academy

  • Keep an eye out for more!!


    Keep your agency evolving with new tools, shared insights, and expert partners.

Feeling stuck somewhere else?

Not every agency fits into a checklist — and that’s the point.
If you’re struggling with something that’s not listed here, reach out.
We’ll help you identify the problem and build the solution.

Design smarter systems. Build stronger teams. Grow with confidence.