BenefitHub App Role Out Plans

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BenefitHub App Role Out Plans by Mind Map: BenefitHub App Role Out Plans

1. SimplyInsured

1.1. Season

1.2. Target

1.3. Content

1.3.1. Leaderboard in BH

1.3.2. Dedicated Page in BH

1.3.2.1. Mimic GoHealth page

1.4. Distribution to Directors

1.5. Distribution to Employees

1.6. Tracking

1.7. Nuture

1.8. Optimize

2. SmartEnroll

2.1. Season

2.2. Target

2.3. Content

2.3.1. Leaderboard in BH

2.3.2. Dedicated Page in BH

2.3.2.1. Mimic GoHealth page

2.4. Distribution to Directors

2.5. Distribution to Employees

2.6. Tracking

2.7. Nuture

2.8. Optimize

3. Current SEO Lead Tracking

3.1. Contact Form Submissions

3.1.1. Seif/Kathy assigns to proper owner on spreadsheet

3.2. EasySignup Submission

3.2.1. Slack notification, Kathy sends info to proper person

3.3. Assignee creates Lead in Nutshell with all information from Information provided

3.3.1. [email protected] with all subsequent communications

3.3.1.1. Keep lead, contact and company up to date throughout the process

4. New SEO Lead Tracking

4.1. Contact Form Submission

4.1.1. Lead Created in Nutshell with all contact info

4.1.2. Auto assigned to proper person according to size, location and interest (merchant/employer, etc)

4.1.2.1. 1-999 - Jeff Flowers

4.1.2.2. 1000+ West Coast - Jeff Flowers

4.1.2.3. 1000+ Mountain/Central - Bobby Shapiro

4.1.2.4. 1000+ East Coast - Jeffrey Joachim

4.1.2.5. Carrier/Insurance Provider - Jeffrey Joachim

4.1.2.6. Merchant - Heather Prohaska

4.1.2.7. Current Client/Employee - Kathy Parrish

4.1.3. Assignee Follows up w/ [email protected] on all comms

4.1.4. Assignee updates Nutshell accordingly with all activities and documentation needed

4.1.5. Assignee moves Stage as Lead progresses

4.2. EasySignup Submission

4.2.1. Closed Won Lead created in Nutshell

4.2.2. Lead Assigned according to auto assign settings outlined above

4.2.3. Email auto sent welcoming them to BH from Assignee and letting them know we'll be in touch.

4.2.4. Assignee follows up with phone call welcoming them to BH and find out additional needs.

4.2.5. Added to Admin/Director Newsletters

5. TeemWurk Benefits

5.1. Season

5.2. Target

5.3. Content

5.3.1. Leaderboard in BH

5.3.2. Dedicated Page in BH

5.3.2.1. Mimic GoHealth page

5.4. Distribution to Directors

5.5. Distribution to Employees

5.6. Tracking

5.7. Nuture

5.8. Optimize

6. TeemWurk HRIS

6.1. Season

6.2. Target

6.3. Content

6.3.1. Leaderboard in BH

6.3.2. Dedicated Page in BH

6.3.2.1. Mimic GoHealth page

6.4. Distribution to Directors

6.5. Distribution to Employees

6.6. Tracking

6.7. Nuture

6.8. Optimize

7. TeemWurk Payroll

7.1. Season

7.2. Target

7.3. Content

7.3.1. Leaderboard in BH

7.3.2. Dedicated Page in BH

7.3.2.1. Mimic GoHealth page

7.4. Distribution to Directors

7.5. Distribution to Employees

7.6. Tracking

7.7. Nuture

7.8. Optimize

8. Protection Center

8.1. Dates to Promote

8.2. Clients to Promote to

9. GoHealth

9.1. Carriers

9.2. Season

9.3. Target

9.4. Content

9.4.1. Leaderboard in BH

9.4.2. Dedicated Page in BH

9.4.2.1. Mimic GoHealth page

9.5. Distribution to Directors

9.6. Distribution to Employees

9.7. Tracking

9.8. Nuture

9.9. Optimize

10. Purchasing Power

10.1. Season

10.2. Target

10.3. Content

10.3.1. Leaderboard in BH

10.3.2. Dedicated Page in BH

10.3.2.1. Mimic GoHealth page

10.4. Distribution to Directors

10.5. Distribution to Employees

10.6. Tracking

10.7. Nuture

10.8. Optimize

11. Paycheck Direct

11.1. Season

11.2. Target

11.3. Content

11.3.1. Leaderboard in BH

11.3.2. Dedicated Page in BH

11.3.2.1. Mimic GoHealth page

11.4. Distribution to Directors

11.5. Distribution to Employees

11.6. Tracking

11.7. Nuture

11.8. Optimize

12. FingerHut

12.1. Season

12.2. Target

12.3. Content

12.3.1. Leaderboard in BH

12.3.2. Dedicated Page in BH

12.3.2.1. Mimic GoHealth page

12.4. Distribution to Directors

12.5. Distribution to Employees

12.6. Tracking

12.7. Nuture

12.8. Optimize

13. IncentFit

13.1. Season

13.2. Target

13.3. Content

13.3.1. Leaderboard in BH

13.3.2. Dedicated Page in BH

13.3.2.1. Mimic GoHealth page

13.4. Distribution to Directors

13.5. Distribution to Employees

13.6. Tracking

13.7. Nuture

13.8. Optimize

14. Even

14.1. Season

14.2. Target

14.3. Content

14.3.1. Leaderboard in BH

14.3.2. Dedicated Page in BH

14.3.2.1. Mimic GoHealth page

14.4. Distribution to Directors

14.5. Distribution to Employees

14.6. Tracking

14.7. Nuture

14.8. Optimize

15. Auto & Home Quoting

15.1. Carriers

15.1.1. Travelers

15.1.2. Liberty Mutual

15.1.3. MetLife

15.2. Season

15.3. Target

15.4. Content

15.4.1. Leaderboard in BH

15.4.2. Dedicated Page in BH

15.4.2.1. Mimic GoHealth page

15.5. Distribution to Directors

15.6. Distribution to Employees

15.7. Tracking

15.8. Nuture

15.9. Optimize