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Tales from those on the front lines of dealing with clients. Tales of difficult clients, complex situations, relationship management - and how massive client management problems were solved, and what they learned. Largely those running agencies, but all across different professional services.
Episodes
Thursday Oct 09, 2025
Thursday Oct 09, 2025
Today’s guest is Paul H. Flowers Jr., Founder & CEO of Superior Insurance Advisors, who shares a client horror story he’ll never forget.
With a strong background in healthcare, Paul was hired by a company boasting a solid communication strategy to sell their products. Eager to bring value and make an impact, he quickly encountered an unexpected roadblock.
Despite operating in the industry for 30 years, the company had never implemented a proper CRM—the backbone of modern client management. Instead, they relied on SharePoint, Microsoft’s platform for document storage and team collaboration—effective in some contexts but “very old school” compared to today’s dedicated CRM systems.
This made organizing client data a logistical nightmare. But instead of backing down, Paul got creative—using two computers to manually email roughly 500 people in order to make a major event a success.
Tune in to hear how he pulled it off, and the lessons he learned about adapting under pressure.
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