One thing I’ve learned in more than a decade of building Salestrekker is that brokers value honesty. So let’s keep it simple: Salestrekker 1.0 won’t be around forever. At some point in the not-too-distant future, it will be switched off.

That’s not a scare tactic – it’s reality. And the smart move is to get ahead of it.

With Salestrekker 2.0 now live, the brokers who are already setting up new templates, automations, and workflows are the ones who will capture the full benefits. They’re not waiting for the final deadline. They’re getting familiar, ironing out the kinks, and realising just how much smoother their days can run. We are talking a 20% uplift in productivity in a short period of time. Who wouldn’t want that? That’s either time for you or time for 20% more deals…

Think about the pain points we all know too well – the manual workarounds, the time lost to double-handling, the frustration when your tech slows you down instead of speeding you up. Salestrekker 2.0 was designed to solve those problems. But like any good tool, it only works if you pick it up and use it.

Here’s what we’ve put in place to make that transition easier:

• Training videos and programs that walk you through everything from the basics to advanced automation.

• Support from our customer success team, who live and breathe this system and are ready to help.

• Time to experiment, while Salestrekker is still live, so you’re not under pressure to change everything in a single day.

But time is not endless. If you wait until the final switch-off, you’ll be scrambling. The brokers who have trained, prepared, and set up their Salestrekker 2.0 environment will be miles ahead – more efficient, more confident, and ready to say yes to clients faster.

At Salestrekker, we’ve always believed preparation beats winging it. This is no different. Investing the effort now means you won’t just survive the change – you’ll thrive in it.

So my message is straightforward: don’t get caught short. Get into the training, start building your workflows, and make Salestrekker 2.0 your own. This isn’t just a system upgrade – it’s an opportunity to sharpen the way you do business.

And the brokers who embrace that opportunity early? They’re the ones setting themselves up for long-term success.