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Ronik Insurance Services

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  1. Review your plan (scroll down)
  2. Save this link (For your records)
  3. Execute it (start with ONE section)

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Before
(Prospect)

1. My Target Market

Primary Target Market Summary

  • People in Northern Wisconsin transitioning to or already enrolled in Medicare, seeking personal, comprehensive guidance to ensure they have the optimal plan.

Audience Type

  • B2C
  • Medicare beneficiaries, retirees, those approaching retirement age

Needs – Primary Buying Considerations

  • Clear, personalized Medicare guidance
  • Trustworthy, no-pressure advice
  • Local, ongoing support

Demographics

  • Age Range: 65+
  • Gender: Non-specific
  • Geography: Northern Wisconsin
  • Income Level: Non-specific
  • Profession: Retirees

Psychographics

  • Lifestyle: Retired or nearing retirement
  • What they value: Clear communication, personalized advice, and local support
  • Pain Points: Confusion about Medicare options, fear of making wrong decisions
  • Buying Behavior: Seeking personalized, professional guidance

Decision-Making Roles (B2B Audience)

  • Primary Decision Maker: Individual Medicare beneficiaries
  • Secondary Decision Influencers: Family members
  • Support Roles: Healthcare providers

2. My Message to My Target Audience

Refined Elevator Pitch

  • Ronik Insurance Services simplifies Medicare for Northern Wisconsin residents by providing clear, patient guidance from a nurse's perspective. This enables them to make confident decisions about their healthcare.

Understanding Their Pain Points

  • Confusion and overwhelm about Medicare options
  • Currently nearing retirement age or already on Medicare and uncertain about their plan
  • Struggling with impersonal or high-pressure sales tactics

Transformation

  • A clear understanding of their Medicare options
  • Feeling confidently prepared for retirement healthcare
  • No longer worrying about or struggling to navigate Medicare alone

Unique Selling Proposition (USP)

  • A calm, plain-language approach to Medicare from a professional perspective
  • Being local, available, and knowledgeable in a region with few similar services
  • Offering honest, no-pressure guidance instead of high-pressure sales

Brand Values & One-Liners

  • 'Helping you navigate Medicare with patience and clarity'
  • 'Turning confusion into confidence with personalized, no-pressure assistance'
  • 'Your local guide to a confident retirement'
  • 'Real nursing background. Real Medicare guidance.'

Tone

  • Ronik Insurance Services is calm, patient, and understandable. Its communication brings peace of mind, confidence, and trust to customers.

Hero Text Idea

  • Flag Text: 'Medicare Guidance for Northern Wisconsin'
  • Main Headline: 'Simplify Your Medicare Experience'
  • Sub Headline: 'Gain confidence in your healthcare choices with clear, patient guidance from a nursing perspective. No pressure. Just understanding.'
  • CTA: 'Start Navigating Your Medicare Options'

3. The Media I Will Use to Reach my Target Market

Website

  • Continue to use Wordpress for website maintenance and updates. It is budget-friendly and user-friendly.
  • Monitor visitor behavior using Google Analytics. Goals to track include Scope of Appointment requests and contact form submissions.
  • Signal on the website that it's a mobile-friendly site.
  • Consider hiring a copywriter to help reposition your website's language to align more with your value proposition, to make sure it resonates with your audience.

Social Media

  • Focus on Facebook due to its popular use among the older population.
  • Share blog updates and valuable Medicare information 2-3 times a week.

Paid Advertising

  • Utilize Google Ads. It is cost-effective and will help in reaching people actively searching for Medicare information.

Content Recommendations

  • Create educational content around Medicare. Examples include 'What to expect at 65.', 'Navigating Medicare: A Guide'.

Directories

  • Request inclusion in local business directories. For instance, 'Wisconsin B2C Service Directory'.

Partnerships & Outreach

  • Look to build relationships with local GP's and retirement villages.
  • Form partnerships with local community centers that cater for the elderly.

SEO and Content

  • Create a blog on your website to improve organic visibility.
  • Focus your keyword strategy around terms such as 'Medicare guidance Wisconsin'.

Offline and Local Media

  • Sponsor local events aimed at retirees. This will help in getting your name out in the local area.
  • Take advantage of direct mail, targeting adults aged 64 and above in Northern Wisconsin.

Online Events

  • Run educational webinars around Medicare.

Online Networking

  • Engage with potential customers on relevant online forums like aarp.org's online community.

Cold Outreach

  • Conduct email campaigns targeting individuals turning 65 or already on Medicare.
During
(Lead)

1. My Lead Capture System

Lead Magnet

  • 'The Ultimate Guide to Choosing a Medicare Plan' - a comprehensive ebook explaining the basics of Medicare
  • '5 Common Medicare Mistakes & How to Avoid Them' - an infographic to help potential customers avoid costly missteps
  • 'Medicare 101 Webinar' - an online presentation where potential customers can learn about Medicare basics from the comfort of their own home

Tripwire Offer

  • 'Medicare Plan Review' - a one-time, paid service where you review the client's current Medicare plan and suggest improvements
  • 'Quick Consult' - a short, low-cost consultation to address a single, specific Medicare question

Welcome Sequence

  • 'Welcome to Medicare Guidance' - An email that provides a warm welcome, introduces Ronik Insurance Services, and explains benefits
  • 'Understanding Medicare' - A second email that goes into more depth about what Medicare is and its different parts
  • 'Next steps with Medicare' - A third email that outlines next steps the lead can take like scheduling consultation

Segmentation

  • Segment leads based on their age, Medicare enrollment status (planning to enroll, already enrolled), and pain points (e.g., confusion about plan options, discontent with current plan)

Chatbot and Automation

  • Implement a basic chatbot on the website to answer common queries about Medicare
  • Set up an automated email responder for Scope of Appointment requests

2. My Lead Nurturing System

Marketing CRM

  • Recommended platform: HubSpot (free version due to budget)
  • Automation capabilities: Email automations, audience segmentation, lead scoring
  • Recommended improvements or replacements: Start using HubSpot's free CRM to capture and nurture leads

Sales CRM

  • Recommended platform: HubSpot (free version due to budget)
  • Pipeline tracking or handoff process: Use HubSpot's built-in sales pipeline feature to track prospects from initial contact to conversion

Automated Follow-Ups

  • Types of automations: Welcome email series, appointment reminders, Scope of Appointment follow-ups
  • Frequency or triggers: Immediately post-opt-in, 1 day before the appointment, immediately after Scope of Appointment

Newsletter

  • Frequency: Monthly
  • Topics or content pillars: Medicare updates, tips for choosing the right plan, healthcare advice
  • Segmentation: By Medicare status (planning to enroll, already enrolled) and age (64, 65 and above)

Retargeting & Ads

  • Platforms and goals: Facebook Ads for retargeting, aiming to increase reach and awareness among target audience

Social Media and Content

  • Posting frequency: Weekly on Facebook
  • Content type or campaign focus: Medicare guidance, healthcare advice, company updates

Webinars and Events

  • Suggested cadence or purpose: Quarterly webinar covering Medicare basics, updates, and FAQs

Other Nurture Channels

  • Chatbot: Implement a basic chatbot on the website for immediate response to common queries
  • SMS: Send appointment reminders and follow-ups

3. Sales Conversion Strategy

Sales Process

  • Conduct initial phone consultations
  • Secure Scope of Appointment
  • Schedule no-pressure meetings to discuss needs
  • Review doctors/medications, and explain options
  • Assist with enrollment and follow-up
  • Establish automated follow-up system for annual plan reviews

Sales Assets

  • Develop scripts for initial consultations and follow-up calls
  • Create simple infographics to explain Medicare basics
  • Develop a 'Welcome' package outlining process, expectations, and contact info

Testimonials and Case Studies

  • Encourage satisfied customers to provide reviews on Google
  • Share success stories on the website in a dedicated ‘Testimonials’ section

Conversion Rate Insights

  • Establish conversion rate baseline and create goals for improvement
  • Monitor and track conversion rates monthly

Urgency and Offers

  • Highlight the importance of making Medicare choices before annual deadlines
  • Remind customers of limited open enrollment periods

Guarantees and Risk Reversal

  • Offer a satisfaction guarantee – 'If you're not satisfied with my service after three months, I’ll help you find another provider'

Shock and Awe

  • Send personalized thank you notes post-enrollment
  • Provide 'Medicare Made Simple' pocket guides as gifts
After
(Customer)

1. How I Deliver a World Class Experience

Onboarding Experience

  • Welcome call to personally explain the service process
  • Comprehensive Medicare guide sent via email
  • Follow up call to clarify potential concerns

Communication Cadence

  • Monthly check-in calls to inform of relevant updates
  • Quarterly personal meetings for comprehensive Medicare plan review
  • Timely email updates on any changes in Medicare policies

Client Education

  • Regular blog posts explaining different aspects of Medicare
  • Easy-to-understand FAQ section on the website
  • Personalized videos explaining client's specific Medicare options

Personalized Touches

  • Birthday greetings sent via email
  • Thank you note after each meeting
  • A simple gift (like a notepad or mug) marked with the company logo

Visuals and Documentation

  • Clear Medicare reports with visuals showing client's plan details
  • Informative brochures about different Medicare options
  • Sharing infographics on Medicare for easy understanding

Feedback and Proactive Support

  • Proactive calls to check client's satisfaction and answer queries
  • An online feedback form available for clients
  • Prompt resolution of issues highlighted in feedback

Guarantee or Promise

  • Commitment to offer unbiased, no-pressure guidance on Medicare
  • Promise of being available for support whenever needed

Operational Excellence

  • Punctuality standards for all meetings and calls
  • Clear communication about all aspects of Medicare
  • Maintaining professional attire and behavior during client interactions

2. How I Increase Customer Lifetime Value

Renewals & Contracts

  • Create reminder systems for annual Medicare renewals.
  • Send informative materials and renewals checklist 30-60 days before renewal deadline.

Upsells & Cross-Sells

  • Offer auxiliary guidance services such as understanding healthcare bills or coordinating other insurance needs.
  • Introduce referral bonuses for clients who refer a friend or family member to the service.

Bundling & Packaging

  • Develop 'Retirement Packages' covering other retirement-related services such as long-term care insurance advice or financial planning.

Loyalty & Retention Programs

  • Develop a loyalty program offering discounted rates or free additional services for longstanding customers.
  • Initiate an engagement program with regular newsletters on Medicare updates or healthcare tips for elderly.

Custom Services and Personalization

  • Offer premium service tiers providing in-depth healthcare review or home visit consultations.
  • Personalized check-ins yearly or semi-annually to discuss coverage updates or changes in healthcare needs.

Pricing Strategy

  • Offer discounts for long-term commitment, such as multi-year guidance plans.
  • Implement value-based pricing for added services like personal healthcare needs analysis or Medicare Cost plan guidance.

Customer Data and Insights

  • Implement a CRM system to track customer interactions and identify churn indicators.
  • Analyze customer feedback to identify areas of improvement in the service experience.

Note: Remember to ensure that all marketing efforts align with the stringent marketing regulations of the CMS for the Medicare sector.

3. How I Orchestrate And Stimulate Referrals

Referral Incentives

  • Offer a $10 gift card for each successful referral
  • Give the referred client a free one-on-one Medicare consultation

Shareable Assets

  • Create a dedicated 'refer-a-friend' landing page on your website
  • Provide premade referral email templates and social media posts

Timing and Triggers

  • Ask for a referral immediately following a successful consultation
  • Trigger an automatic email reminder about referrals 1 month after consultation

Client Success Stories

  • Publish client testimonials on website and social media
  • Ask satisfied clients directly if their testimonial can be shared

Thank-You Experience

  • Send a personalized thank-you note to clients who referred someone
  • For top referrers (5+ referrals), send a small thank-you gift (e.g., local Wisconsin produce basket)

Take Your Marketing Plan to the Next Level

Now that you have your 1PMP, you've unlocked a FREE Marketing Clarity Call with my team.