Content

Tasks

Scoring system:

1. Good: Performing well with minor areas for improvement.
2. Moderate: Noticeable areas that could benefit from improvements.
3. Needs Attention: Several critical issues that need to be addressed soon.
4. Needs Urgent Attention: Significant issues that require immediate action.

Process Outline V1

Steps to complete

• Search “insurance broker CITY”
• go to map listing in google
• go through each listing that does not contain “State Farm Insurance” and collect the following information and record in Airtable Airtable | Everyone's app platform
• website link
• phone
• email
• Website performance audit process
1. Open your web browser and go to Google PageSpeed Insights.
2. In the text box, enter the URL of the insurance broker’s website. Click on the “Analyze” button.
3. Record the overall performance scores for both mobile and desktop versions.
4. Take a screenshot of the PageSpeed Insights results showing the performance score.
• Online reputation audit process
• In google map listing from search of my business note the following IMPORTANT. make sure to take screenshots
• Google reviews rating
• Number of google reviews
• # of new reviews in the past 30 days
• How many reviews has the business responded to in the past 30 days
• Read through the 5 most recent reviews to determine:
• Do recent reviews list the city they serve?
• Do recent reviews speak about the service the customer was offered (needs to directly mention the service)
• Do recent reviews communicate exactly what they liked about the business (not just “this business is great”)
• Identify if the review content includes keywords relevant to the business (which can help organic SEO).
• Website hero section ux
1. Design elements
1. Go to the website on a desktop device and resize the screen all the way down to a mobile size. Does the hero section properly resize or are their issues? If so list those issues with screenshots
2. Are the colors consistent with the brand’s identity? (Yes/No)
3. Is there sufficient contrast between text and background colors for readability? (Yes/No)
4. Are the colors used to draw attention to important elements (e.g., CTA button)? (Yes/No)
2. Copy:
1. Does their main hero header clearly communicate what they do and hteir value to the customer
2. Is there a description below the header and does it clearly communicates what the business does, it’s unique value to it’s customers, and the authority it has to do what it does
3. Is the header and descriprtion or any other copy customer focused, if not list the copy that only speaks about the business
4. Are there clear trust signals? Ie awards, certifications, or positive reviews
3. Call to actions:
1. Is the call to action clearly visible? Are there multiple call to actions placed throughout the hero section and header?
2. Is there a secondary, subtler, call to action to learn more next to the primary call to action
3. Is the phone number clearly listed as a way for the customer to quickly contact?

Process Outline V2

Steps to Complete

1. Search “insurance broker CITY”
2. Go to map listing in Google
3. Go through each listing that does not contain “State Farm Insurance” and collect the following information and record in the Airtable base:
• Website link
• Phone number
• Email
4. Open your web browser and go to Google PageSpeed Insights.
1. Enter the URL of the insurance broker’s website and click “Analyze”.
2. Record the overall performance scores for both mobile and desktop versions in the Airtable fields:
• Mobile Score: Enter the mobile performance score.
• Desktop Score: Enter the desktop performance score.
5. In Google map listing from the search of the business, note the following information and record in Airtable fields:
• Overall Rating: Enter the overall Google rating.
• New Reviews in the Past 30 Days: Enter the number of new reviews in the past 30 days.
• Mentions City Served: Enter "Yes" or "No".
• Mentions Specific Services: Enter "Yes" or "No".
• Highlights What Customers Liked: Enter "Yes" or "No".
• Includes Relevant Keywords: Enter "Yes" or "No".
6. Go to the clients website, and looking at just the landing page of the screen complete the following in airtable:
1. Resizes Properly on Mobile: Enter "Yes" if the hero section adjusts correctly, maintaining usability and readability without overlapping or missing elements. Enter "No" if it does not resize properly, causing usability issues.
2. Brand Consistent Colors: Enter "Yes" if the colors used in the hero section match the brand’s identity, providing a cohesive look. Enter "No" if the colors are inconsistent with the brand’s identity.
3. Sufficient Contrast: Enter "Yes" if there is a clear contrast between text and background colors, ensuring readability. Enter "No" if the contrast is insufficient, making it difficult to read the text.
4. Attention-Grabbing Colors: Enter "Yes" if colors are used effectively to draw attention to important elements, such as CTA buttons. Enter "No" if colors are not used effectively, and important elements do not stand out.
5. Hero Header Communication: Enter "Yes" if the main hero header clearly communicates what the business does and its value to the customer. Enter "No" if the hero header is vague or unclear.
6. Description Below Header: Enter "Yes" if there is a clear description below the header that explains what the business does, its unique value, and its authority. Enter "No" if the description is missing, unclear, or ineffective.
7. Customer Focused Copy: Enter "Yes" if the copy is focused on the customer, addressing their needs and benefits. Enter "No" if the copy is focused on the business itself rather than the customer.
8. Clear Trust Signals: Enter "Yes" if there are visible trust signals such as awards, certifications, or positive reviews. Enter "No" if trust signals are missing or not clearly visible.
9. Visible Primary CTA: Enter "Yes" if the primary call to action is clearly visible and stands out in the hero section. Enter "No" if the primary call to action is not visible or does not stand out.
10. Multiple CTAs: Enter "Yes" if there are multiple calls to action placed throughout the hero section and header. Enter "No" if there is only a single call to action or none at all.
11. Secondary CTA: Enter "Yes" if there is a secondary, subtler call to action to learn more, placed next to the primary call to action. Enter "No" if there is no secondary call to action.
12. Phone Number Listed: Enter "Yes" if the phone number is clearly listed as a way for the customer to quickly contact the business. Enter "No" if the phone number is not listed or not clearly visible.

Initial Email

Subject: We found an issue with your digital presence

Body:

Hi [Broker’s Name],

I hope this message finds you well. My name is Eli, and I’m with OWC We help businesses optimize their digital presence through tailored solutions.

As part of our initiative to support local small businesses, we’re conducting complimentary performance audits, and your business was selected. During this review, we identified an area that could use immediate attention:

SECTION BASED ON TYPE OF REVIEW COMPLETED

END SECTION

We genuinely believe addressing these issues can greatly improve your client interactions and overall business performance. Let's schedule a time to talk so we can show you how to fix these issues or take care of them for you.

Are you available DAY for a 15 minute review?

Looking forward to your response.

Best regards,

Eli

Owner

Secondary Email

Subject: Following up on the issue we found with your digital presence

Body:

Hi [Broker’s Name],

I hope you’re well. I wanted to follow up on my previous email about the review we conducted on your digital presence as part of our initiative to support local small businesses.

We found some areas that could use immediate attention to enhance your digital presence. Addressing these issues is essential for maintaining a strong online presence and ensuring your business continues to thrive.

Can we schedule a call on Wednesday to discuss this? Please let me know if that works for you.

Looking forward to your response.

Best regards,

Eli

Tertiary Email

Subject: Last chance to resolve the issue with your digital presence.

I hope this message finds you well. I’m following up one last time regarding the review we conducted on your digital presence.

Our goal is to help local insurance brokers like you stay competitive and provide the best possible experience for your clients. Addressing the issues we identified can make a significant difference in your business performance and client satisfaction.

Can we schedule a call on Wednesday to discuss this? Let me know if that works for you.

Please feel free to reach out with any questions.

Best regards,

Eli

Potential things to give away

1. Website Speed Test

Tool: Google PageSpeed Insights

• Action: Enter the broker’s website URL into the tool.
• Output: A report showing the website’s loading speed, both on mobile and desktop, with specific metrics like First Contentful Paint (FCP) and Largest Contentful Paint (LCP).
• Message: “Your website’s speed is below industry standards, which significantly impacts user experience and conversion rates. We can optimize your site to improve these metrics.”

2. Online Reputation Analysis

Tool: Google My Business and review platforms (Yelp, Facebook)

• Action: Check the broker’s Google My Business listing and review scores on platforms.
• Output: Summary of their online reputation, including average review scores and recent feedback.
• Message: “Your online reviews are mixed, which can deter potential clients. We specialize in reputation management to help you improve and maintain a positive online image.”

3. Mobile-Friendliness Test

Tool: Google Mobile-Friendly Test

• Action: Enter the broker’s website URL into the tool.
• Output: A report indicating whether the site is mobile-friendly or not, along with issues that need fixing.
• Message: “Your site isn’t fully optimized for mobile devices. Given that most users browse on mobile, this can lead to higher bounce rates and lost opportunities. We can help make your site mobile-friendly.”

Messaging:

1. Maintaining a Competitive Edge
• Industry Standards: As the insurance industry becomes more digitized, maintaining a competitive edge requires keeping up with industry standards. A strong digital presence helps brokers stay relevant and competitive against both local and larger firms oai_citation:1,Insurance Brokerage Market Size & Share Analysis - Industry Research Report - Growth Trends oai_citation:2,Insurance Brokerage Market Size & Analysis 2032.
• Client Expectations: Modern clients expect seamless, user-friendly digital experiences. Failing to meet these expectations can result in losing clients to competitors who offer better online services oai_citation:3,Insurance Brokerage Market Size & Analysis 2032 oai_citation:4, Insurance Brokers & Agencies in the US - Market Size, Industry Analysis, Trends and Forecasts (2024-2029)| IBISWorldOk
2. Enhancing Trust and Credibility
• Professional Appearance: An up-to-date, professional website and active social media presence enhance credibility and trustworthiness in the eyes of potential and existing clients oai_citation:5,Insurance Brokers and Agents Market Size, 2024-2032 Report.
• Consistent Branding: Consistent online branding across various platforms ensures that clients recognize and trust your business, which is crucial for maintaining a positive reputation oai_citation:6,Insurance Brokerage Market Size & Analysis 2032.
3. Improving Client Retention
• Better Client Engagement: Enhanced digital tools and platforms allow for better engagement with clients, providing them with easy access to information, services, and support, which increases client satisfaction and loyalty oai_citation:7, Insurance Brokers & Agencies in the US - Market Size, Industry Analysis, Trends and Forecasts (2024-2029)| IBISWorld
• Personalized Services: Digital tools can help provide more personalized services to clients, which can improve their experience and increase retention rates oai_citation:8,Insurance Brokerage Market Size & Analysis 2032.
4. Operational Efficiency
• Automation and Streamlining: Digital upgrades can automate repetitive tasks, streamline client onboarding, and manage leads more efficiently, saving time and reducing operational costs oai_citation:9,Insurance Brokerage Market Size & Analysis 2032.
• Reduced Costs: By automating tasks and improving efficiency, brokers can save money that can be reinvested into their business or improve profitability oai_citation:10,Insurance Brokers and Agents Market Size, 2024-2032 Report.
5. Adapting to Regulatory Changes
• Compliance: Keeping digital systems updated ensures compliance with current regulations, reducing the risk of penalties and legal issues. This is particularly important as regulations in the insurance industry can frequently change oai_citation:11, Insurance Brokers & Agencies in the US - Market Size, Industry Analysis, Trends and Forecasts (2024-2029)| IBISWorld
• Data Security: Modern digital solutions offer enhanced security features to protect sensitive client information, which is crucial in maintaining client trust and avoiding data breaches oai_citation:12,Insurance Brokers and Agents Market Size, 2024-2032 Report.
6. Building a Resilient Business
• Future-Proofing: A strong digital foundation makes it easier to adopt new technologies and scale operations if needed. It ensures that the business can adapt to future changes and challenges oai_citation:13,Insurance Brokers and Agents Market Size, 2024-2032 Report.
• Market Adaptability: An updated digital presence allows brokers to quickly adapt to market trends and client needs, making their business more resilient to changes oai_citation:14,Insurance Brokerage Market Size & Share Analysis - Industry Research Report - Growth Trends oai_citation:15, Insurance Brokers & Agencies in the US - Market Size, Industry Analysis, Trends and Forecasts (2024-2029)| IBISWorld

What needs to be done:

• Go into a couple real estate and insurance brokers for industry research, questions to ask:
• Have you worked with a digital consultant before?
• When was the last time you reviewed, updated your website, gmb profile or yelp
• What role does your digital presence (website, online listings) play in your business?
• When you think of your digital presence, what do you care about it being / looking / repressenting?
• How do you currently attract new clients, and what role does your digital presence (website, social media, online listings) play in that process?
• can you share any recent challenges with technology, website, digital profiles etc? What’s your biggest challenge?
• How do you solve technical challeges
• Looking at your competitors, have you noticed any digital strategies they use that you find interesting or effective?
• When you think of budgeting for digital, what do you think it should be? Would you rather pay one-off or monthly
• How do you currently manage client intake, communication, etc, do you use a crm?
• In terms of operational efficiency, are there any repetitive tasks or processes that consume a significant amount of your or your staff's time?
• How do you think your clients' expectations regarding digital interaction and online services have changed over the past few years?
• Create an initial email outline and cta to get leads to schedule a call
• Create a list of parameters that make an insurance broker / real estate broker a potential for cold lead out reach
• Create process to add them to a spreadsheet
• Hire someone and budget creating the email list and having someone send out the emails
• Create a call schedule page and adjust website to account for scheduling call
• Create a lead gen funnel that get’s people to schedule calls
• Create a call script / sales process that makes the person want to purchase a digital upgrade, or some preliminary service with OWC
• Ultimate goal is to sell them that we are the last hire needed to take care of any digital management, growth, or optimization. We are their marketing, software, graphics, etc team. Their all-in-one- digital solution

Alkaline Advisors Brand Guidelines

Prompt 1:

We're going to create brand guidelines for the business Alkaline Advisors. Before we create the brand guidelines I want you to research how to create brand guidelines that any business owner can follow and that can be used to generate persuasive copy that effectively communicates a business unique value.

Prompt 2:

Ok now we want to create the brand guidelines. Below, under Brand Guidelines To Create, we have detailed the information we need to create to fill out our brand guidelines template. The bold item is what needs to be created and it is followed by the description of the item and what purpose the item is supposed to serve. Then under Business Information we have the answers the business owner gave when asked to detail information about the business. Use this to create all items listed under Brand Guidelines To Create.

Brand Guidelines To Create

The Driving Factor (Mission Statement) A mission statement is important for a business as it clearly defines the company's purpose and goals, guiding decision-making and aligning the efforts of the team towards a common objective.

Your Something Bigger (Vision Statement) A vision statement is crucial for a business as it provides a clear and inspiring long-term goal, motivating the team and shaping strategic planning to achieve future success.

Personality Business personality decides what kind of character your business would be in a story, it helps position you closer to the feelings you want people to have about you.

Tone Business tone chooses the right voice you’d have in a story; it helps convey the emotion you want your words to carry.

Positioning Statement Brand positioning statement’s answer the question: Do people understand who I am, my benefits, my personality and the something bigger I will represent? It acts like a roadmap, guiding everything your business does so that customers can easily recognize and remember what makes it special.

The Thing You Own You have the ability to own one thing in your customers mind, what is that thing? Businesses that have successfully positioned their brand own a specific word in a customers mind. Ex: For cars Honda is ‘reliability,’ Mercedes is ‘luxury,’ Tesla is ‘innovative.’

The Feeling You Resolve Customers will forget what you said, but will never forget how you made them feel. Deciding on one feeling to own makes it easier to reinforce that feeling to customers.

Your Services & Their Value Customers need consistency, especially when speaking about the values your services provide. Outlining them now ensure consistency.

Business Information

In one simple sentence tell us what your business does.

We provide real estate financial modeling expertise

What's the one thing that makes your business different?

We are outsourced, so clients are not required to salary someone with our services

What gives you the authority / credibility to be the best at what you do?

background as investment bankers, in private equity, and brokerage. Current insight into deals across the US

What’s the story you tell people about how your business started?

Started it on the side to make extra money as I built a philanthropic consulting firm. Realized there was a huge need for our skillset on a "use us when you need us" (fractional) basis.

What guides your business to do what it does? What are the principles that matter to you?

"Integrity is what you have when no one is looking"Looking to build long term relationships with good hearted, hard working groups.

What's your big dream for your business? In 10 years what do you want it to be?

Own $5B of real estate

Who are you trying to help or serve with your business?

Developers

Family Offices

Private Equity Shops

lenders

Investors

Brokers

What problems do they have that you want to solve?

need technical assistance understanding the project:

1) How much money does it require,

2) how much money will it make them, and

3) when is the cash coming in / going out?

How do you think the problems they're experiencing cause them to feel?

frustrated

What services do you offer to solve these problems?

We are their financial arm.

How do you want your customers to feel after using your product or service?

relieved, excited, safe. confident

Task Detail	Assigned To	Due Date	Hours	Status	Client	Project	Product
Research and review the OWCRM Demo Base with solomon	Aoki	July 1, 2024		Forgone	🚀OWC	OWC Create sales funnel
Add the last action, next action, and OWCRM capabilities to the OWC Leads table	Aoki	July 1, 2024		Forgone	🚀OWC	OWC Create sales funnel
Create a way to monitor the lead gen funnel	Eli Weldon	June 30, 2024	2	Completed	🚀OWC	OWC Create sales funnel
Hire someone and budget creating the email list and having someone send out the emails	Eli Weldon	June 30, 2024	1.5	Completed	🚀OWC	OWC Create sales funnel
Finalize emails to send out and use airtable to generate initial email	Eli Weldon	June 30, 2024	1.5	Completed	🚀OWC	OWC Create sales funnel
Confirm last action and next action have been added and are working	Eli Weldon	June 30, 2024	0	Forgone	🚀OWC	OWC Create sales funnel
task Add last action and next action fields and automatoins to the Leads table in the OWC base	Eli Weldon	June 19, 2024	0.5	Completed	🚀OWC	OWC Create sales funnel
Create a list of parameters that make an insurance broker / real estate broker a potential for cold lead out reach / process to add them to a spreadsheet	Eli Weldon	June 15, 2024	2	Completed	🚀OWC	OWC Create sales funnel
Check-in on mark and his next steps	Eli Weldon	June 11, 2024	0.5	Completed	🚀OWC	OWC Create sales funnel
Create an initial email outline and cta to get leads to schedule a call	Eli Weldon	June 10, 2024	2	Completed	🚀OWC	OWC Create sales funnel
Schedule call with chris to figure out what is best to offer mark	Eli Weldon	June 5, 2024	0.5	Completed	🚀OWC	OWC Create sales funnel
Create a call schedule page and adjust website to account for scheduling call	Eli Weldon	June 4, 2024	2	Completed	🚀OWC	OWC Create sales funnel
Turn outline into tasks	Eli Weldon	June 3, 2024	0.5	Completed	🚀OWC	OWC Create sales funnel
Send the work done so far for lead industry research and the business plan outline	Eli Weldon	June 2, 2024	2	Completed	🚀OWC	OWC Create sales funnel
Give Aoki walk through of the Client Demo airtable base and what needs to be migrated over to the OWC → Leads table https://airtable.com/appK6fdJduEgBM33f/tbl5AggsB7HAy06cZ?blocks=hide	Solomon WoodAoki	June 1, 2024	1	Completed	🚀OWC	OWC Create sales funnel
Outline next steps for leads	Eli Weldon	May 30, 2024	1	Completed	🚀OWC	OWC Create sales funnel
Prepare for mark call on wednesday	Eli Weldon	May 29, 2024	1	Completed	🚀OWC	OWC Create sales funnel
Prepare for call with spencerr	Eli Weldon	March 6, 2024	0.5	Completed	🚀OWC	OWC Create sales funnel
Schedule call with spencer, create task to figure out what next steps are	Eli Weldon	March 5, 2024	0.5	Completed	🚀OWC	OWC Create sales funnel
Follow-up with spencer to wschedule call, create task to figure out what next steps are	Eli Weldon	March 5, 2024	0.5	Completed	🚀OWC	OWC Create sales funnel
Go into 2 real estate brokers in order to learn more about what they do, create next task to figure out next steps based on meeting	Eli Weldon	March 1, 2024	1	Completed	🚀OWC	OWC Create sales funnel
Check-in on designer completing logo, Reach out to spencer to schedule time to review. Create task to give guidelines a once over	Eli Weldon	March 1, 2024	0.5	Completed	🚀OWC	OWC Create sales funnel
Think through what the pitch will be in the cold email and outline initial process to compile a list to send out to, create next steps from this	Eli Weldon	February 29, 2024	1	Completed	🚀OWC	OWC Create sales funnel
Finalize new taglines and descritions for alkaline, hire logo person to give new logo a go.	Eli Weldon	February 28, 2024	2	Completed	🚀OWC	OWC Create sales funnel
Create brand guidelines for spencer and new process for creation	Eli Weldon	February 27, 2024	2	Completed	🚀OWC	OWC Create sales funnel
Email Spencer with update, then create new task with: Create brand guidelines for spencer and new process for creation	Eli Weldon	February 21, 2024	0.5	Completed	🚀OWC	OWC Create sales funnel
Reach out again to vince about getting on call, once scheduled create task to outline call discussion or create new task to follow-up	Eli Weldon	February 13, 2024	0.5	Completed	🚀OWC	OWC Create sales funnel
Check-in on spencer response	Eli Weldon	February 12, 2024	0.5	Completed	🚀OWC	OWC Create sales funnel
Check-in on Spencer completing the form then create task to create brand guideliens	Eli Weldon	February 12, 2024	0.5	Completed	🚀OWC	OWC Create sales funnel
Respond to Spencer with pricing est	Eli Weldon	February 9, 2024	1	Completed	🚀OWC	OWC Create sales funnel
send to spencer to complete and Outline the sections of his site and the pages in there then estimate how much it would cost to design and develop	Eli Weldon	February 9, 2024	1	Completed	🚀OWC	OWC Create sales funnel
Finalize the initial intake form for the business brand guidelines creation	Eli Weldon	February 8, 2024	3	Completed	🚀OWC	OWC Create sales funnel
Create project for cold lead and real estate push, finish research and turn into tasksr	Eli Weldon	February 7, 2024	1	Completed	🚀OWC	OWC Create sales funnel