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Advice on how to balance this without sacrificing the sales?
One option I might consider, depending on the owner, is to ask them. More than happy to do xyz, but you are concerned it’ll take away from sales, where do you want me to prioritize? Are you personally in a role that has both management and IC tasks? I think I’m not reading the question totally right.
Yes I both. And I’m letting the leadership slide as my attention is on doing the sales since we have two of us capable at the moment. 2 more in training and 2 leaving the agency.