LEAD SOURCESLEAD PROCESSINGNEWSLETTER SEGMENTSAFFILIATE PARTNERSORGANIC TRAFFICPARTNER PLACEMENTS IN ARTICLESCLICKS INSURANCE CONTENTYESNOEMAIL CAPTUREDINSURANCE CLICKSIMULTANEOUSSIMULTANEOUSYESNOINSTANT, THEN 45 TO 60 DAYSYESNOPARTNER LINKS IN NEWSLETTER CONTENTInsurance quote forms13 insurance guide pages100+ a monthPartner quote form (insurance partner)Intra-insurance quotesabout 60 a monthFinancing quote form (lenderpartner)Truck loan quotes100+ a monthSyndicated data articlesMonthly SEO contentsyndicated to local newsSite popupOrganic traffic capture160 emails a monthForm handlerQuote form submissionsLead marketplace APILead copy sentaffiliate income per leadPipedrive CRMSystem of recordfor insurance salesExisting list2,500 subscribers in Mailchimpmigrating to ActiveCampaign orGoHighLevelRESEARCH DATAAMAZON RELAY AND GIGHOTSHOT SPECIALTYSTARTING A BUSINESSOWNER-OPERATORS AND SMALLFLEETSSegments come from the contentpeople read and the forms theyfill. Suppressed from sales sendsonce a policy is bound.Has email?Which source?Phone and SMS onlyOwner calls via RingCentralPipedrive text flowCALL / SMSGeneral newsletter welcomeSite popup and phone-capturedemailsSEQINSRNC_DIRDirectory insurance leadINSRNC_PARTNERPartner insurance leadFINANCINGFinancing leadInsurance welcomesequenceDirectory leadsSEQInsurance welcomesequencePartner leadsSEQFinancing welcome sequenceLonger. Educates on physicaldamageand non-trucking liabilitySEQReaders who click insurancecontent from the newsletterenter persona assignmentwithout a quote.Financingclosed?PD_NTLNeeds physical damageand non-trucking liabilityNURTURELoan still openPD and NTL sequenceInsurance the lenderrequiresSEQStay in financingnurtureDo not push insurance yetPersona assignmentClick attribution, dedicatedlanding pages,reply keywords, self-selectionNEW CARRIER, NEWAUTHORITYINSURED, WANTS ABETTER RATENO SOLUTION(DEFAULT)CANCELLED, ACCIDENT,REJECTEDPersona 1: new to thegame5 emails over 10 daysEducate, slow down, buildtrustPersona 2: rate shopping5 emails over 10 daysFacts, discounts, quote CTAPersona 3: solve mysituation4 emails over 10 daysCalm, urgent, call CTASegmented newsletterwelcomeSEQSegmented newsletterwelcomeSEQSegmented newsletterwelcomeSEQOwner call or textRingCentral phone and SMSOutcome logged in PipedriveCALL / SMSOutcomePOLICY BOUNDENGAGED, NO CLOSENO RESPONSEUNSUBSCRIBEDSoldSuppressed from salessequencesTagged: policy type,carrier, dateWarmEngaged, did not buyColdSuppressed after thesequence endsSuppressedNever emailed againPhone only when it makessenseOnboarding sequenceNew policyholdersSEQCustomer trackPolicy renewal remindersCross-sell by policy typeSEQRe-engagement for warmleadsInstant, then again at 45 to60 daysSEQRe-engagement and sunsetLast chance, then removalSEQRe-engaged?NewsletterBroadcast campaignsIndustry data, articles, partner contentInsurance lead marketplaceForm fills, paid per leadFactoring partnerInvoice factoringSecond factoring partnerFactoringELD providerElectronic logging devicesOccupational accident carrierOccupational accident coverageSoftware marketplaceFleet and accounting softwareEquipment lenderTruck financingTruck financing partnerTruck financing, own quote form
EVADERIXTruckLine*Lead flow: five sources, one CRM, every lead routed by source, persona and outcome*Name changed at the client's request
00 / 07