The Cold Calling and Payroll Tax Strategies That Built a $10M Business with Matthew & Jacob Abbott

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Mark Your Calendar: TAP Into the Future | October 3-5, 2025 | Savannah, GA

Join us for 3 action-packed days of learning business growth tips, automating processes, and boosting client retention.

🎟️Spaces are filling up fast - register now at: https://tapintothefuture.ai/

Welcome to the Service Business Mastery Podcast!

Visit our website for more episodes and insights! http://www.servicebusinessmastery.com

In this episode of the Service Business Mastery podcast, hosts Tersh Blissett and Josh Crouch talk with Matthew Abbott, the Founder, and Jacob Abbott, the Co-Chief Executive Officer of Abbott Family Insurance at the AHR Expo 2025. The conversation centers on Matthew and Jacob's journey of building their insurance business through cold calling, persistence, and hard work. They share how implementing automation helped streamline their processes, save time, and boost efficiency. The duo also discusses the impact of offering creative benefits to clients, which led to stronger retention and steady business growth. Their story is a testament to how dedication, innovation, and smart strategies can drive long-term success.

In this episode, here's what you can expect to learn:

1. How persistence and cold calling helped grow the business.

2. Why automating processes saves time and boosts efficiency.

3. The impact of offering creative benefits to clients.

4. How smart strategies led to better retention and growth.

5. Why dedication and hard work are key to long-term success.

Timestamps⏰

[00:00] - Recap

[02:15] - Episode Intro & Meeting Matthew and Jacob Abbott

[02:46] - How Matthew and Jacob Got Started in Insurance

[04:15] - The Role of Cold Calling and Persistence in Early Success

[07:12] - Lessons Learned from Outbound Sales Techniques

[13:40] - Overcoming Sales Objections and Handling Rejection

[14:24] - The Impact of Consistency and Timing in Sales

[17:54] - Innovative Insurance Solutions and Tax Savings

[23:31] - The Role of Automation in Streamlining Operations

[24:43] - Focus on income-producing actions (IPAs)

[25:22] - How to Get in Touch with Abbott Family

If you enjoyed this conversation with Matthew and Jacob Abbott, please leave us a review (5 stars would be awesome 😉).

Links & References:

LinkedIn:

• Matthew Abbott

• Jacob Abbott

• Abbott Family Insurance

Website:

• Abbott Family Insurance

This episode is kindly sponsored by:

• Sera

• UpFrog

• CallRail

• CompanyCam Visit CompanyCam and use code SBM for a free 2-week trial, 1:1 training and account setup, and 50% off your first two months!

• MarketStorm

• Lace.ai

• Autobot.ai

• ServiceWorldExpo

Connect with us!

• Tersh Blissett

• Josh Crouch

• Join the Service Business Mastery Facebook group for more updates!

• Visit our website: www.servicebusinessmastery.com

Affiliate links:

• Castmagic

• StreamYard

• IfTTT

• Zyra Talk