| Insurance marketing assessment | Review of goals, audiences, channels, product lines, content, local visibility, tracking and governance | Assessment report | Discovery and audit | Business goals, platform access, product and coverage information and stakeholder interviews |
| Audience and policyholder journey map | Priority audiences, decision stages, questions, objections, trust needs and conversion paths | Journey framework | Strategy design | Compliance, product, sales and customer-facing insight |
| Insurance SEO and content roadmap | Search intent, product-page priorities, educational content themes, internal linking and publishing sequence | Roadmap and content calendar | Planning | Approved products, compliance review process and website access |
| Paid media campaign plan | Channel roles, keywords, audiences, landing-page requirements, ad messaging and quality controls | Campaign architecture | Activation planning | Budget range, platform access, location scope and approval rules |
| Local visibility checklist | Listings, branch and product pages, coverage areas, reviews, opening hours, profile governance and reporting needs | Checklist and backlog | Audit and setup | Location details, profile access and operating policies |
| Messaging and coverage-statement review framework | Plain-language messages, evidence needs, approval routing, disclaimers where required and content quality checks | Messaging guide and workflow | Content planning | Brand guidance, compliance reviewer input and approved product and coverage statements |
| Landing page and conversion recommendations | CTA structure, forms, call routing, accessibility, trust signals, tracking and user-flow improvements | UX and conversion brief | Implementation planning | Website analytics, operational constraints and compliance requirements |
| Measurement framework | KPIs, baselines, data sources, attribution caveats, consent notes and reporting frequency | KPI dictionary and dashboard brief | Setup | Analytics, CRM, call tracking and business definitions |
| Governance and QA playbook | Roles, approvals, launch checklist, access controls, change log, review cadence and escalation points | Operating playbook | Handover or managed service | Stakeholder roles, policies and service-level expectations |
| Ongoing optimisation report | Performance review, insight summary, test backlog, content updates and next-priority recommendations | Monthly or agreed report | Managed service | Current data, approvals and operational feedback |