The Whole Plan
View the whole plan
Everything in one place. Each step has its own page where you can make decisions — this is a read-friendly summary. Your notes are saved on this device only.
Step 1 · Our Goal
OpenMore conversations with people who need insurance.
- Product
- —
- Business classes
- —
- Cities
- —
- Languages
- English, Spanish, Punjabi, Hindi, Urdu
- Status
- Still to decide
Step 2 · The Campaign
OpenWhat will people see? Three draft campaign examples.
Business
Big dreams. Local guidance.
Choice: Not decided
CTA: Request a business coverage review
Home
Home is more than an address.
Choice: Not decided
CTA: Explore home coverage
Organic brand
Meet the branch manager.
Choice: Not decided
CTA: Meet the branch manager
- Priya likeness
- Pending
- Priya voice
- Pending
- Status
- Still to decide
Step 3 · The Customer Journey
OpenWhat happens when someone contacts us?
- Primary owner
- —
- Backup owner
- —
- Hours
- Mon–Fri 9:00–5:30 Pacific
- Status
- Still to decide
Step 4 · The Investment
OpenOngoing / month
$1,350
First month
$1,850
90 days (if unchanged)
$4,550
- AI Visibility + Website Chat
- Not included (Optional upgrade OFF) — $0
- Budget status
- Proposed
- Terms status
- Still to decide
Step 5 · The Next Step
OpenReadiness and next actions.
| Area | Owner | Status |
|---|---|---|
| Product & classes | Unassigned | Not checked |
| Approved territory (cities) | Unassigned | Not checked |
| Creative approval | Unassigned | Not checked |
| Lead owners | Unassigned | Not checked |
| Accounts & billing | Unassigned | Not checked |
| Landing page & consent | Unassigned | Not checked |
| Test inquiry & routing | Unassigned | Not checked |
| Attribution & call tracking | Unassigned | Not checked |
| Reporting | Unassigned | Not checked |
How we track progress
We track a few simple numbers so everyone can see what is happening. Live reporting will be connected in the agency's platform after setup — there is no fabricated data on this page.
- Advertising spend
- How much we paid Google or Meta for ads.
- Unique inquiries
- How many different people contacted us.
- Qualified
- How many the team confirmed were a fit.
- Quotes
- How many available options we offered.
- Bound policies
- How many people chose to move forward and coverage was confirmed.
- Response time
- How quickly the team acknowledged an inquiry.
- Contribution
- First-year commission minus servicing costs — helps us see if it pays off.
Implementation checklist
An optional, client-friendly implementation checklist. This is not the internal production board — internal Kanban work is managed separately.
Research
- Confirm carrier appetite for chosen product
- List approved local cities
- Confirm service languages and hours
Campaign content
- Finalize ad headlines and body
- Confirm CTA wording
- Get creative approval
Landing page
- Build focused page matching the offer
- Add privacy copy (final to be reviewed)
- Add trust and phone area
Budget
- Confirm monthly amounts
- Confirm billing and account access
- Set review date
Lead routing
- Set up automatic organization
- Confirm primary and backup owners
- Set after-hours process
Search Console
- Verify site ownership
- Submit sitemap
- Inspect and request indexing
Analytics
- Set up simple website analytics
- Avoid collecting personal details
- Confirm no external tracking scripts yet
End-to-end testing
- Test an inquiry from ad to response
- Confirm acknowledgment timing
- Confirm after-hours handling
Launch review
- Final sign-off on creative
- Final sign-off on budget
- Confirm go/no-go
Review our campaign plan
The full discussion summary, generated from your current answers. Print or save it when you're ready.
Final Report
Review our campaign plan
Title: Positive Insurance — Campaign Discussion Summary
This is a discussion record, not a contract, signature, or automatic launch authorization.
Please review before launch
- Product (Business/Home) is not decided.
- Budget amounts are not yet agreed (status: Proposed).
- Commercial terms (billing, access, approvals) are not yet agreed.
- Primary lead owner is not assigned.
Positive Insurance — Campaign Discussion Summary
Leave the meeting date blank until it is confirmed. The last-updated time is separate and updates as you make changes.
Version 1 · Last updated 10/31/2026, 10:14:52 PM
What we agreed
Nothing marked "Agreed in this meeting" yet.
Proposed choices
- Step 4 budget proposed (October 27 baseline)
Still to decide
- Step 1 — product and territory
- Step 2 — campaign direction
- Step 3 — lead ownership
- Step 4 — commercial terms
- Primary lead owner unassigned
- Next review date not set
Campaign selection
Business
Big dreams. Local guidance.
Choice: Not decided
CTA: Request a business coverage review
Home
Home is more than an address.
Choice: Not decided
CTA: Explore home coverage
Organic brand
Meet the branch manager.
Choice: Not decided
CTA: Meet the branch manager
Product, territory & CTA
Budget
| Line item | Amount | Status |
|---|---|---|
| Google media | $1,000 | Proposed |
| Paid Meta | $0 | Proposed |
| Focused management | $300 | Proposed |
| Usage reserve | $50 | Proposed |
| Lean setup (one-time) | $500 | Proposed |
| Ongoing / month | $1,350 | baseline |
| First month (with setup) | $1,850 | baseline |
| 90 days (if unchanged) | $4,550 | baseline |
Exclusions: existing platform fees, taxes, major repairs, extra layouts and animation — separate scope. No automatic budget increases. 90-day figure is not a prepaid commitment.
Lead ownership & hours
Measurement plan
We track advertising spend, unique inquiries, qualified, quotes, bound policies, response time, and contribution. Live reporting will be connected in the agency's platform after setup — no fabricated data. Search Console helps organic visibility, distinct from paid ads; index requests do not guarantee indexing.
Action table
| Area | Owner | Due | Status |
|---|---|---|---|
| Product & classes | Unassigned | — | Not checked |
| Approved territory (cities) | Unassigned | — | Not checked |
| Creative approval | Unassigned | — | Not checked |
| Lead owners | Unassigned | — | Not checked |
| Accounts & billing | Unassigned | — | Not checked |
| Landing page & consent | Unassigned | — | Not checked |
| Test inquiry & routing | Unassigned | — | Not checked |
| Attribution & call tracking | Unassigned | — | Not checked |
| Reporting | Unassigned | — | Not checked |
Outstanding launch conditions
- Product (Business/Home) is not decided.
- Budget amounts are not yet agreed (status: Proposed).
- Commercial terms (billing, access, approvals) are not yet agreed.
- Primary lead owner is not assigned.
- Final creative approval (liking a direction is not permission to publish).
- Carrier appetite confirmed for the chosen product.
- Privacy copy finalized on the landing page.