Page mark to review

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 platformAirtable 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

Option 1: Website Performance Audit

  • When to perform: Default Audit. Always perform this audit first unless the broker’s website has already been identified as having good performance.
  • Email Text:
    • It looks like your website’s 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 isn’t 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 [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
  2. Enhancing Trust and Credibility
  3. Improving Client Retention
  4. Operational Efficiency
  5. Adapting to Regulatory Changes
  6. Building a Resilient Business