Brendon Mostek - State Farm Insurance Agent
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Key Points:
Manny and Philip reviewed the production manager data, including auto and fire statistics for March and February, as well as the sales dashboard for the current fiscal year.
They discussed the drop in auto opportunities from February to March and reviewed the urgency of the March opportunities, with Manny expressing concern about the lack of urgent leads.
Manny explained that he tried to lower the cost per click in March, which resulted in fewer conversions and volume, despite increasing the budget.
Manny outlined his plan for April, which includes using product-specific search terms with the word "quote" and investing $200 in Microsoft, as it has been performing well.
Tone & Participant Sentiments:
The overall tone of the meeting was casual and conversational, with Manny and Philip engaging in some personal discussions about travel, music preferences, and country women.
There were no notable shifts in tone or points of tension or disagreement during the meeting.
Pain Points & Challenges:
The main challenge discussed was the drop in auto opportunities and lack of urgent leads from February to March, which Manny acknowledged and said he knows what needs to be done.
Budget Changes & Adjustments:
Manny mentioned pushing $200 to Microsoft, as it is currently performing well and generating leads at a low cost.
Ads, Campaigns, and Strategy Changes:
Manny outlined his plan for April, which includes using product-specific search terms with the word "quote" and investing $200 in Microsoft.
To-Do List & Next Steps:
Manny instructed Philip to change the banner on his website from a winter banner to a spring banner, and to update the welcome banner on the "insurancequotesfor.matter.com" website.
Manny and Philip agreed to meet on May 14th for a check-in.
Changes to the M2 Site:
No specific changes to the M2 site were discussed during the meeting.
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