Knowing When to Scale: Managing Client Growth and Staffing in Your Business

When you want to grow your business, you need to bring on more clients, and you need more team members to help you with the workload. But you can’t bring on new staff until you have the revenue from new clients to pay them. It’s a catch-22.

And so stressful! Especially if you’re a small firm.

That was our story a few years ago, walking the knife’s edge between adding clients and adding staff. We knew we needed more work to grow our business, but we didn’t have person-power to handle it. Conversely, the firm’s ledgers made it clear we couldn’t take on more personnel until the clients were signed and—crucially—paying.

If only, we thought, there was another team all trained up and ready to go the minute we booked a new client. One we didn’t have to put that upfront investment into, and wouldn’t spend a dime on until we had the new clients in hand. And one we could easily send away again once the work slowed. Like turning a spigot on and off.

We knew there were a few solutions already out there. We even tried a few—but none really hit the mark. In the end, we decided that if we wanted it done right, we’d have to build this resource ourselves.

Thus, out of the catch-22 of our scaling predicament was born a Assurent Advisors. Now, we have fully trained experts we can call up at a moment’s notice and onboard quickly. We’re able to scale our staffing needs up or down as needed. The best part is that they’re already experienced in our industry and can be seamlessly added to our existing team. We don’t waste time trying to get them up to speed. They simply jump in and help.

If you’re thinking this sounds like this involved a big investment on the front end, you’d be right. It was absolutely worth it. Plus, now that we’ve done it, you don’t have to.