Meeting History
Our Journey Together
A record of every session — what we covered, what was decided, and what came out of it.
First conversation. Reviewed the full program scope, confirmed all three brands are in scope, and aligned on priorities. Agreement and first payment are the next step before any work begins.
Key Outcomes
- Program scope confirmed — Option 1 (excluding Delphi) across all 3 brands
- Retargeting priorities, data access, and dashboard planning to be discussed on kickoff call
- Agreement and invoice to be sent — work begins upon receipt of signed agreement and payment
What's Next
Action Items
Everything that needs to happen before our next meeting — and who owns it.
Sign the agreement
Next step
Submit first payment — $5,700
Next step
Send agreement and invoice
Today
Schedule kickoff call
After agreement signed
Prepare data access for kickoff call
Before kickoff call
The Plan
90-Day Roadmap
How the first three months unfold — what gets built, when, and in what order.
Days 1–14
Immediate Activation
- Smart Visitor ID scripts installed on all 3 domains
- HubSpot integration configured and syncing
- First retargeting campaign live
- Data access confirmed: GA4, HubSpot, Google Business
Days 15–45
Foundation
- CEO Dashboard v1 built and delivered
- Retargeting audiences refined from first data
- HubSpot lead routing automated
- 30-day performance review completed
Days 46–90
Optimization
- Retargeting scaled on best-performing brand
- Dashboard expanded with new data sources
- Second brand retargeting campaign launched
- 60-day strategy review and Month 3 planning
What's Included
Five Integrated Capabilities
Everything in your program works together as one system — not five separate tools.
Smart Visitor ID
Know who's visiting before they raise their hand.
Identifies ~40–45% of anonymous website visitors by name and email, integrated directly into HubSpot. Deployed across all three of your brands.
Segmented Retargeting
Stay in front of the right people with the right message.
Audience-segmented retargeting campaigns across all three brands. Separate campaigns for individual, small business, and corporate audiences.
CEO Action Dashboard
One view of everything that matters.
A custom intelligence dashboard pulling from GA4, HubSpot, Google Business, and ad platforms. Built around your priorities, not a generic template.
Monthly Strategy Sessions
Dedicated time to review, adjust, and plan ahead.
Monthly 1:1 sessions to review performance, adjust priorities, and plan the next 30 days. You always know what's happening and why.
AI Mastermind Group
Access to a community of growth-focused leaders.
Monthly group sessions with other founders and CEOs using AI to scale. Peer learning, shared strategies, and early access to new tools.
Investment Summary
Full Cost Transparency
Everything you're investing — program fee and ad spend — in one place.
Program Fee
Due at signing: $5,700 — the one-time setup fee ($3,000) and first month ($2,700) invoiced together to activate the program.
Retargeting Ad Budget — Billed Separately, Per Domain
Ad spend goes directly to the ad platforms. We recommend starting at the lower end for the first 60 days, then scaling based on performance. Brands can be phased — start with one and add others when ready.
Total Monthly Investment Range
$3,600
Conservative (program + min ad spend)
$4,200
Full scale (program + max ad spend)
$5,700
Due at signing (setup + first month)
Your Assets
What You Own
Everything built during this engagement belongs to you — regardless of what happens in the future.
All visitor data collected
Every contact identified by Smart Visitor ID belongs to you, stored in your HubSpot.
All ad creative and audiences
Every ad, audience segment, and creative asset built for your campaigns is yours.
CEO Dashboard
The dashboard and all its configurations are yours to keep and use independently.
All integrations and automations
HubSpot workflows, lead routing, and any automations built during the engagement.
Scope
All Three Brands, One Engagement
Every capability in this program is deployed across all three of your brands under a single investment.
HSA for America
hsaforamerica.com
Primary brand — individual and family health share plans.
ColoHealth
colohealth.com
Colorado-focused health insurance marketplace.
Medigap Advisors
medigapadvisors.com
Medicare supplement and Medigap plan advisory.