Thank you for considering this digital marketing partnership. This guide will help you understand our journey together, addressing common questions and concerns.

Tap on each section below to expand and read more. Feel free to note any points that resonate with you or raise questions.

Understanding Where You Are

Every insurance professional comes to digital marketing with unique strengths and concerns. Many find themselves in one of these positions:

"I know I need to be more visible online, but I'm not sure where to start or what really works for insurance."

"I worry about spending money on marketing that doesn't bring in actual clients who purchase policies."

"I'm concerned about how to maintain my personal approach while expanding my digital presence."

Reflection Point

Which of these thoughts feels most familiar to you? Or is there another concern that's more pressing?

The Journey From Strategy to Results

Digital marketing for insurance is a journey, not an overnight transformation. Understanding the typical timeline helps set realistic expectations:

The First Month: Foundation

We begin by understanding your ideal clients, your unique strengths as an agent, and the policies you most want to grow. This shapes every decision that follows.

Months 2-3: Building Visibility

During this phase, we create consistent content and targeted ads that position you as a trustworthy expert. Early engagement metrics help us refine our approach.

Months 4-6: Lead Generation Focus

Once visibility is established, we intensify lead generation efforts, with clear paths for interested prospects to connect with you directly.

A Note About Lead Generation

For insurance professionals, quality leads are the ultimate goal. Our work focuses on attracting people who:

Are actively seeking insurance solutions
Have specific needs that align with your offerings
Are ready to have meaningful conversations

Rather than pursuing high volumes of unqualified interest, we aim for connections with genuine potential for conversion.

Common Questions You Might Have

"How will we know if this is working?"

We'll establish clear metrics from the beginning, tracking not just engagement but meaningful business indicators like consultation requests, quote processes initiated, and policies written.

"Will the content feel authentic to my voice?"

Your personal approach is your greatest strength. All content will be crafted to match your communication style and will always be presented for your approval before publication.

"What happens if I'm not seeing results?"

Our regular check-ins allow us to pivot quickly if certain approaches aren't resonating. Digital marketing is always evolving, and flexibility is built into our process.

Your Role in the Partnership

The most successful digital marketing relationships involve clear roles that leverage everyone's strengths:

My Responsibilities:

this section is only for retainer clients & not for single pay, single page clients

this section was a template for retainer client and was left unedited by mistake.
marketing and ad campaigning cannot be done in $670 it is a 3-4 months task 8 hrs a day

Your Strengths:

Personal connection with clients and prospects
Insurance expertise and policy knowledge
Understanding of your local Hamilton market
Feedback on which leads and content are most effective
Final decisions on how you're represented online

Reflection Point

As you think about this partnership, what aspects of digital marketing would you most like to understand better?

Next Steps in Our Conversation

After you've had time to review this information, I suggest we discuss:

Which of your insurance offerings you most want to focus on growing
Any digital marketing experiences you've had previously
How you prefer to measure success in our partnership
Any specific questions this document has raised for you

Remember that digital marketing is a process of continuous refinement. The most valuable partnerships are those where both parties communicate openly about what's working and what could be improved.

I look forward to our next conversation and learning more about your vision for your insurance practice.

Schedule Your Call