Campaign system

Term for young families.

New baby, new house, new job — suddenly someone else’s life depends on their paycheck. That’s when term makes sense to them for the first time. We’ve productized the system that reaches those triggers: ad templates, landing page, AI follow-up, and a nurture that stays helpful, not pushy.

Who this targets

The buyer this campaign is built for.

New parents in the first two years after a birth.

First-time homebuyers with a growing household.

Dual-income households where either paycheck is essential.

Signal triggers
New babyFirst homeMarriageNew jobGrowing household
The funnel

Ad or organic in. Booked appointment out.

Step 01
Ad / organic
Meta, Google, or referral traffic hits a tracked source.
Step 02
Landing page
Niche-matched funnel with consent-captured form.
Step 03
AI follow-up <60s
SMS + chat qualifies and books — 24/7.
Step 04
Booked appointment
Confirmed slot with transcript attached to the record.
Step 05
Nurture
No-shows, quote-abandons, and post-issue review/referral flows.
What's included

Every campaign ships complete.

Landing page

Niche-specific funnel page with tracked form and consent capture.

Ad templates

Ready-to-run creative for Meta and Google — swap image, brand, and geo.

Email + SMS sequences

Multi-touch nurture, quote-abandonment, and no-show recovery flows.

AI follow-up flows

Under-60-second first touch. Books qualified prospects to your calendar.

Review + referral engine

Post-issue automations that turn a placed policy into a review and a warm intro.

How this gets delivered
DIY with templates, or done-WITH-you in a launch cohort — ad budgets are always yours; expected ranges discussed in onboarding, never guaranteed.
Common questions

Before you launch.

Launch this campaign inside the platform.

$97/month + usage. No contracts. Cancel anytime. Ad budgets always yours.

Start for $97/mo