BenefitHub App Role Out Plans
A place to map out all of BenefitHub's app marketing campaigns.
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