Scoring system:
- Good: Performing well with minor areas for improvement.
- Moderate: Noticeable areas that could benefit from improvements.
- Needs Attention: Several critical issues that need to be addressed soon.
- Needs Urgent Attention: Significant issues that require immediate action.
Process Outline V1
Steps to complete
- Search âinsurance broker CITYâ
- go to map listing in google
- go through each listing that does not contain âState Farm Insuranceâ and collect the following information and record in
Airtable Airtable | Everyone's app platform
- website link
- phone
- Website performance audit process
- Open your web browser and go to Google PageSpeed Insights.
- In the text box, enter the URL of the insurance brokerâs website. Click on the âAnalyzeâ button.
- Record the overall performance scores for both mobile and desktop versions.
- 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 âthis business is greatâ)
- Identify if the review content includes keywords relevant to the business (which can help organic SEO).
- Website hero section ux
- Design elements
- 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
- Are the colors consistent with the brandâs identity? (Yes/No)
- Is there sufficient contrast between text and background colors for readability? (Yes/No)
- Are the colors used to draw attention to important elements (e.g., CTA button)? (Yes/No)
- Copy:
- Does their main hero header clearly communicate what they do and hteir value to the customer
- Is there a description below the header and does it clearly communicates what the business does, itâs unique value to itâs customers, and the authority it has to do what it does
- Is the header and descriprtion or any other copy customer focused, if not list the copy that only speaks about the business
- Are there clear trust signals? Ie awards, certifications, or positive reviews
- Call to actions:
- Is the call to action clearly visible? Are there multiple call to actions placed throughout the hero section and header?
- Is there a secondary, subtler, call to action to learn more next to the primary call to action
- Is the phone number clearly listed as a way for the customer to quickly contact?
Process Outline V2
Steps to Complete
- Search âinsurance broker CITYâ
- Go to map listing in Google
- Go through each listing that does not contain âState Farm Insuranceâ and collect the following information and record in the Airtable base:
- Website link
- Phone number
- Open your web browser and go to Google PageSpeed Insights.
- Enter the URL of the insurance brokerâs website and click âAnalyzeâ.
- 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.
- 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".
- Go to the clients website, and looking at just the landing page of the screen complete the following in airtable:
- 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.
- Brand Consistent Colors: Enter "Yes" if the colors used in the hero section match the brandâs identity, providing a cohesive look. Enter "No" if the colors are inconsistent with the brandâs identity.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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 [Brokerâs Name],
I hope this message finds you well. My name is Eli, and Iâm with OWC We help businesses optimize their digital presence through tailored solutions.
As part of our initiative to support local small businesses, weâre 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
Option 1: Website Performance Audit
- When to perform: Default Audit. Always perform this audit first unless the brokerâs website has already been identified as having good performance.
- Email Text:
- It looks like your websiteâs loading speed is slower than it should be. A faster site can significantly enhance user experience and improve your SEO, leading to better client retention and higher conversion rates. Here are some key insights:
- Website URL: [URL]
- Overall Performance Score: [Mobile Score], [Desktop Score]
- Attach screenshot of score
Option 2: Online Reputation:
- When to perform: Secondary Audit. Perform this audit if the website speed is found to be acceptable or if there are notable issues with online reviews and reputation.
- Email Text:
- We noticed that your online presence, particularly in terms of client reviews and ratings, has room for improvement. Enhancing your online reputation can build greater trust with potential clients and positively impact your business. Here are some key insights:
- Google My Business Rating: [Overall rating, number of reviews]
- Review Content: General sentiment and relevance to SEO.
- Frequency of Reviews: How often new reviews are posted.
- Business Responses: Frequency and quality of responses.
- Key Insight: Strengthening your online reputation and engaging with clients through reviews can attract more clients.
Option 3: Mobile-Friendliness:
- When to perform: Tertiary Audit. Perform this audit if both the website speed is acceptable and the online reputation is in good standing.
- Email text:
- It appears that your website isnât fully optimized for mobile devices. With more clients accessing sites via mobile, a mobile-friendly site is crucial for maintaining engagement and reducing bounce rates. Here are some key insights:
- Website URL: [URL]
- Mobile-Friendly Status: [Yes/No]
- Things to Improve: (also attach screenshots
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 [Brokerâs Name],
I hope youâre 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. Iâm 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 brokerâs website URL into the tool.
- Output: A report showing the websiteâs loading speed, both on mobile and desktop, with specific metrics like First Contentful Paint (FCP) and Largest Contentful Paint (LCP).
- Message: âYour websiteâs speed is below industry standards, which significantly impacts user experience and conversion rates. We can optimize your site to improve these metrics.â
2. Online Reputation Analysis
Tool: Google My Business and review platforms (Yelp, Facebook)
- Action: Check the brokerâs Google My Business listing and review scores on platforms.
- Output: Summary of their online reputation, including average review scores and recent feedback.
- Message: âYour online reviews are mixed, which can deter potential clients. We specialize in reputation management to help you improve and maintain a positive online image.â
3. Mobile-Friendliness Test
Tool: Google Mobile-Friendly Test
- Action: Enter the brokerâs website URL into the tool.
- Output: A report indicating whether the site is mobile-friendly or not, along with issues that need fixing.
- Message: âYour site isnât 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.â
Messaging:
- 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
- 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.
- 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.
- 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.
- 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.
- 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? Whatâs 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 getâs 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
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 youâd have in a story; it helps convey the emotion you want your words to carry.
Positioning Statement Brand positioning statementâs 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 âreliability,â Mercedes is âluxury,â Tesla is âinnovative.â
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
Whatâs 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 |
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July 1, 2024 | Forgone | ||||||
July 1, 2024 | Forgone | ||||||
June 30, 2024 | 2 | Completed | |||||
June 30, 2024 | 1.5 | Completed | |||||
June 30, 2024 | 1.5 | Completed | |||||
June 30, 2024 | 0 | Forgone | |||||
June 19, 2024 | 0.5 | Completed | |||||
June 15, 2024 | 2 | Completed | |||||
June 11, 2024 | 0.5 | Completed | |||||
June 10, 2024 | 2 | Completed | |||||
June 5, 2024 | 0.5 | Completed | |||||
June 4, 2024 | 2 | Completed | |||||
June 3, 2024 | 0.5 | Completed | |||||
June 2, 2024 | 2 | Completed | |||||
June 1, 2024 | 1 | Completed | |||||
May 30, 2024 | 1 | Completed | |||||
May 29, 2024 | 1 | Completed | |||||
March 6, 2024 | 0.5 | Completed | |||||
March 5, 2024 | 0.5 | Completed | |||||
March 5, 2024 | 0.5 | Completed | |||||
March 1, 2024 | 1 | Completed | |||||
March 1, 2024 | 0.5 | Completed | |||||
February 29, 2024 | 1 | Completed | |||||
February 28, 2024 | 2 | Completed | |||||
February 27, 2024 | 2 | Completed | |||||
February 21, 2024 | 0.5 | Completed | |||||
February 13, 2024 | 0.5 | Completed | |||||
February 12, 2024 | 0.5 | Completed | |||||
February 12, 2024 | 0.5 | Completed | |||||
February 9, 2024 | 1 | Completed | |||||
February 9, 2024 | 1 | Completed | |||||
February 8, 2024 | 3 | Completed | |||||
February 7, 2024 | 1 | Completed |