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, 10:15:41 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.