Pillar 1 — Authority & SEO
Do you have a Google Business Profile?
*
Yes
No
Pillar 1 — Authority & SEO
Do you post updates on Google Business weekly?
*
Yes
No
Pillar 1 — Authority & SEO
Do you reply to every Google review?
*
Yes
No
Pillar 1 — Authority & SEO
Do you have an automated review request system?
*
Yes
No
Pillar 1 — Authority & SEO
Do you respond to negative reviews within 24 hours?
*
Yes
No
Pillar 1 — Authority & SEO
Do you publish blog articles about insurance?
*
Yes
No
Pillar 1 — Authority & SEO
Does your website rank for insurance keywords in your city?
*
Yes
No
Pillar 1 — Authority & SEO
Do you track website traffic through analytics?
*
Yes
No
Pillar 1 — Authority & SEO
Do you have location pages for cities you serve?
*
Yes
No
Pillar 1 — Authority & SEO
Do you have agent pages to build trust with agents?
*
Yes
No
Pillar 2 — Lead Capture Infrastructure
Do you have landing pages designed to capture leads?
*
Yes
No
Pillar 2 — Lead Capture Infrastructure
Do you have a Video Sales Letter explaining your offer?
*
Yes
No
Pillar 2 — Lead Capture Infrastructure
Do you track how long visitors watch your VSL?
*
Yes
No
Pillar 2 — Lead Capture Infrastructure
Do you retarget viewers who watch more than 50% of your VSL?
*
Yes
No
Pillar 2 — Lead Capture Infrastructure
Do leads book appointments automatically through your calendar?
*
Yes
No
Pillar 2 — Lead Capture Infrastructure
Do you have multiple funnels for different insurance products?
*
Yes
No
Pillar 2 — Lead Capture Infrastructure
Do you capture phone, email, and retargeting pixels?
*
Yes
No
Pillar 2 — Lead Capture Infrastructure
Do you track funnel conversion rates?
*
Yes
No
Pillar 2 — Lead Capture Infrastructure
Do you split test landing pages?
*
Yes
No
Pillar 2 — Lead Capture Infrastructure
Do you have pipelines showing where each lead is in the sales process?
*
Yes
No
Pillar 3 — Lead Generation Channels
Do you generate leads from SEO traffic?
*
Yes
No
Pillar 3 — Lead Generation Channels
Do you run Facebook or Google ads?
*
Yes
No
Pillar 3 — Lead Generation Channels
Do you generate leads from YouTube?
*
Yes
No
Pillar 3 — Lead Generation Channels
Do you publish organic social media content weekly?
*
Yes
No
Pillar 3 — Lead Generation Channels
Do you have an email newsletter list?
*
Yes
No
Pillar 3 — Lead Generation Channels
Do you generate referrals from past clients?
*
Yes
No
Pillar 3 — Lead Generation Channels
Do you run retargeting ads?
*
Yes
No
Pillar 3 — Lead Generation Channels
Do you track leads by channel source?
*
Yes
No
Pillar 3 — Lead Generation Channels
Do you know your cost per lead for each channel?
*
Yes
No
Pillar 3 — Lead Generation Channels
Do you track which channels generate the highest quality leads?
*
Yes
No
Pillar 4 — Automation & AI Systems
Do you have instant SMS responses to new leads?
*
Yes
No
Pillar 4 — Automation & AI Systems
Do you have AI conversational replies handling inquiries?
*
Yes
No
Pillar 4 — Automation & AI Systems
Do you have AI voice answering inbound calls?
*
Yes
No
Pillar 4 — Automation & AI Systems
Do you have automated follow-up sequences?
*
Yes
No
Pillar 4 — Automation & AI Systems
Do you have missed call text back automation?
*
Yes
No
Pillar 4 — Automation & AI Systems
Do you have appointment reminders via SMS and email?
*
Yes
No
Pillar 4 — Automation & AI Systems
Do you have automated lead nurturing campaigns?
*
Yes
No
Pillar 4 — Automation & AI Systems
Do you have AI qualifying leads before appointments?
*
Yes
No
Pillar 4 — Automation & AI Systems
Do you track response time to new leads?
*
Yes
No
Pillar 4 — Automation & AI Systems
Do you have automated reactivation campaigns for old leads?
*
Yes
No
Pillar 5 — KPI Tracking & Optimization
Do you track leads per week?
*
Yes
No
Pillar 5 — KPI Tracking & Optimization
Do you track cost per lead?
*
Yes
No
Pillar 5 — KPI Tracking & Optimization
Do you track appointments booked?
*
Yes
No
Pillar 5 — KPI Tracking & Optimization
Do you track show-up rate?
*
Yes
No
Pillar 5 — KPI Tracking & Optimization
Do you track close rate?
*
Yes
No
Pillar 5 — KPI Tracking & Optimization
Do you track revenue per policy?
*
Yes
No
Pillar 5 — KPI Tracking & Optimization
Do you track cost per sale?
*
Yes
No
Pillar 5 — KPI Tracking & Optimization
Do you track agent production weekly?
*
Yes
No
Pillar 5 — KPI Tracking & Optimization
Do you review dashboards daily?
*
Yes
No
Pillar 5 — KPI Tracking & Optimization
Do you review weekly performance reports?
*
Yes
No