Work we have built and still run
Every project here is live. Each page shows what the client needed, what we built, and, where we have them, the numbers measured in the CRM itself. Most are for insurance and financial businesses, where our roots are, and the same systems carry over to any business that wins on how fast it responds.
Webinar marketing · InsuranceWebXA webinar program for insurance producers, built end to end
Landers, registration, email, SMS follow-up, an SMS reply agent and replay pages for a two-series season.
Email follow-up · WealthLogix34.9% opens on a first-ever webinar campaign
Website, landers and three follow-up cadences. The best email opened at 56.4%, with zero spam complaints.
Recruiting funnel · V2From ad to application for a 10-week agent program
Recruit site, application flow wired into the CRM, and a nurture that stops the moment someone applies.
Web app and campaigns · Life Insurance Settlements32.9% opens re-engaging long-dormant agent leads
3,072 emails delivered with two spam complaints, plus a book valuation app and a policy review campaign.
Website rebuild · Impact Solution ServicesAn advisory practice website rebuilt for search and AI
40 fast pages, 56 redirects, 21 plain-English answers and required disclosures verified on every page.
SEO and AEO audit, rebrand, redesign · Insurance Pro ShopA new brand and website for a client, built on an SEO and AEO audit
An SEO and AEO audit, every page reviewed, a new mark, and a before and after you can drag.
SEO and AEO audit · Name withheldWhat an AI Visibility Review finds
Found, Cited, Answered, measured on a real advisory firm: 29 findings and a 17-item plan.
Demonstration buildA complete agency sales system on a fictional agency
112 published workflows, 315 fields and six producers you can watch run during a walkthrough.
Also
- Business intelligence and website · Restaurant, name withheld
Quarterly business reviews and a lighter website for a seasonal restaurant
Interactive quarterly reviews reconciled to the dollar from point-of-sale and accounting data, and a homepage made 23% lighter.
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