You hired smart.
They quit in 90 days.
The last three producers you fired all interviewed great. Vibe checks do not predict who stays past month 12. Team IQ Does.
It is not a people problem.
It is a fit problem.
You have been here before. The names change. The shape of the week does not. Below is the version most owners run on repeat.
Interview was strong. Pipeline is empty. You wonder if they were ever really a hunter or if the resume sold you a story.
She is loyal. She is also miserable. You keep coaching grit. The fix is not grit. The fix is fit.
Numbers are fine. Energy is gone. He is six months from a competitor offer and you are guessing at the reason.
Fit is measurable. DISC scores how a person sells, decides, and handles pushback. Values scores what gets them out of bed and what burns them out. Sales Strengths shows you how to coach.
Run once on new candidates, run quarterly on team members, and stop guessing.
Three steps. No guru tax.
Built for owners who have already burned money on coaching, courses, and hiring vendors. This is software. It runs once per candidate. Then it stays out of your way.
- 01
Drop a name and email. Done.
Add them in the dashboard. They get your assessment link automatically. Under 10 seconds. Decide you don't want to talk to that candidate anymore? Delete them and the assessment never comes back. You won't get charged.
- 02
Candidate runs the assessment. 18 minutes.
DISC plus Values. The same instrument used by carriers and consultancies for two decades. Honest, not gameable.
- 03
Cheatsheet hits your dashboard. Yours.
One page. How they sell. How they handle pushback. Where they break. Read it before you waste time interviewing. Prevent gut-hires just because they're licensed.
One page.
On screen.
In 90 seconds.
No 47-page PDF nobody reads. A real owner-grade read on the candidate sitting in front of you. Print it, screenshot it, drop it in the offer thread.
- Top two DISC traits and what they mean for sales calls
- Top three Values and what burns them out
- How to manage them on a Monday morning
- Where they break under quota pressure
- One question to ask before you sign the offer
- Public scoreboard with daily numbers
- Ownership of a book to build
- Slow queues with no urgency
- Rigid process without autonomy
Strong closer (8/10). Weak on follow-through (3/10). Pair with a High-S CSR for retention.
Run it on your producers, your CSRs, your office manager.
Hiring is one slot. The other nine seats are already full. Most coaching fails because you are coaching the wrong behavior at the wrong person. Score the room first. Then coach.
High-S in a High-D seat. He is not lazy. He hates the script. Switch his queue from cold outbound to renewal saves and watch the numbers move in two weeks.
High-C trying to do a High-S job. She is auditing every form three times because nobody told her good enough is the goal. Give her the rule and the air goes back into her week.
Low Theoretical, high Individualistic. Quota stopped feeling like a game eight months ago. Hand him a book of business to build, not another lead pile.
We do not sell you another thing to do on Monday.
You already have nine plays. This adds zero. It scores the people running them. That is the whole pitch.
- A personality test for HR to file and forgetNOT THIS
- A 60-page PDF nobody opensNOT THIS
- Coaching. A course. A community.NOT THIS
- A subscription you have to defend in two monthsNOT THIS
- Anything that takes 12 weeks to show tractionNOT THIS
- A one-page read on every person you hire or already work withTHIS
Three plans. One number per plan.
No setup fees. No annual lock. Cancel any month and you keep the cheatsheets you already pulled. The math runs in months.
One owner. One book. Every hire scored before the offer.
Single-location agency, 1 to 4 producers.
- 5 candidate assessments per month
- One-page cheatsheet
- Magic-link sign in, no password
- Email support
Secure checkout via Stripe. Cancel any month.
A producer pod plus the CSRs holding it together.
Single-location agency, 5 to 12 staff.
- 20 candidate assessments per month
- Branded one-page cheatsheet
- Team pairing recommendationsSoon
- Run it on producers and CSRs you already employ
- Priority email support
Secure checkout via Stripe. Cancel any month.
Multi-location. Real volume. Real numbers.
Multi-location or multi-agency owner, 13+ staff.
- 100 candidate assessments per month
- Branded one-page cheatsheet
- Team pairing recommendationsSoon
- Per-location branded cheatsheetsSoon
- API access for AMS handoffSoon
- Direct line to support
Secure checkout via Stripe. Cancel any month.
Owner-grade answers.
No filler. No “contact sales.” Real answers from owners who have run this on their own team.
How long does the candidate spend on the assessment?
About 18 minutes on DISC and Values. They take it once. The cheatsheet generates inside an hour.
Is this another personality test?
DISC and Values are not personality tests. They score behavioral preference and motivational drivers. Carriers, consultancies, and producer recruiters have used the same instruments for two decades.
Will candidates know their score?
No, this information is not made available to your candidates or team, unless you choose to provide it.
Can I run it on producers and CSRs I already employ?
Yes. Most owners run it on the full team in week one and use it to fix coaching mismatches that have been on the books for years.
Is the cheatsheet branded?
On Pro or Elite, your agency name and logo render on every cheatsheet. No TeamIQ watermark in the printable view.
What if a candidate refuses to take it?
That is data. Most owners we work with use refusal rate as a leading signal on culture fit.