Elegant strategy. Bold growth.

Build a lead engine your agency can own.

My Business creates practical, channel-specific lead generation plans for independent insurance agencies—so every campaign, follow-up, and dollar has a clear purpose.

My Business hero

The founder promise

Honest strategy, designed to be used.

  1. 01

    Built around your agency, market, and appetite

  2. 02

    Clear deliverables before any work begins

  3. 03

    Practical guidance without inflated lead promises

From attention to appointment

A plan for the entire lead journey.

Not a list of random tactics. Each engagement connects your best-fit audience, strongest offer, acquisition channels, and follow-up into one operating system.

01 / Strategy core

Know who to reach—and why they should respond.

Define profitable prospect segments, the insurance moments that trigger action, and an offer that makes the next step feel obvious.

Your strategy brief includes

Audience priorities, positioning, lead offer, channel roles, budget guidance, and success metrics.

02 / Campaign map

Put the right message in the right place.

Plan practical campaigns across referral, local search, paid media, email, and community partnerships based on your market.

03 / Follow-up

Turn interest into conversations.

Create a timely handoff, nurture sequence, and outreach rhythm your team can consistently maintain.

30days in your initial action roadmap
2–3priority channels chosen for focus
1clear scorecard for decisions

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Focused packages

Buy a plan, not vague advice.

Choose the depth that fits your agency. Media spend, software, and campaign execution are not included.

Essential planning

Lead Foundation

For agencies that need a focused starting point.

$750

  • 90-minute strategy session
  • Ideal prospect and offer definition
  • Two-channel acquisition plan
  • 30-day action roadmap
Book this package

Most complete

Growth Blueprint

A complete, measurable lead system for an established agency.

$1,500

  • Everything in Lead Foundation
  • Messaging and campaign concepts
  • Lead follow-up workflow
  • 90-day campaign calendar
  • KPI scorecard and review call
Book this package

Your next lead should not be an accident

Give your agency a clear path to predictable prospecting.

Start planning