Executive Proposal for Partners
Stop Renting Leads.
Start Owning Your Market.
Transform your lead acquisition from a cost center to a strategic asset. Build internal infrastructure that saves millions while creating competitive advantage.
The Opportunity
Your Current Reality
Current State
- Purchasing 12,000 leads/month from external vendors
- Paying $20-70/lead (estimated $35-70 avg) = $420K-$840K monthly
- Annual vendor costs: $5M-$10M
- Zero control over quality, timing, or future price increases
- Complete vendor dependency
Estimated annual vendor costs
The Strategic Question
“Why are we renting our most valuable asset when we could own it?”
The Answer:
Build internal lead generation infrastructure that:
50-70% Cost Reduction
$18-25 vs $35-70
Exclusive Leads
vs. shared vendor leads
Data Moat
Compounds over time
$3M-$7M Savings
Annually at full scale
The Solution
4 Core Pillars
Build internal lead generation infrastructure that transforms your cost center into a strategic asset.
50-70% Cost Reduction
Reduce cost per lead from $35-70 to $18-25
Exclusive Leads
No more shared leads with competitors
Data Moat
Proprietary data that compounds over time
$3M-$7M Savings
Annual savings at full scale operations
The Numbers
Current State vs. Internal System
A side-by-side comparison of Year 1 projected performance.
| Metric | Vendor Model | Internal System | Difference |
|---|---|---|---|
| Monthly Volume | 12,000 leads | 12,000 leads | — |
| Cost Per Lead | $50 avg | $25 avg | -50% |
| Monthly Cost | $600,000 | $240,000 | -$360,000 |
| Annual Cost | $7,200,000 | $2,880,000 | -$4,320,000 |
Conservative ROI Analysis
Even assuming mid-range vendor pricing ($50/lead):
Ad spend: $1,370,000 | Team/infrastructure: $213,000
Profit while building owned infrastructure
Year 1 savings vs. vendor model
Year 2+: Full $4-7M annual savings + system continues optimizing (CPL decreases over time)
The Roadmap
12-Month Implementation
A phased approach that minimizes risk while maximizing learning and ROI.
Phase 1
Pilot
Phase 1
Pilot
Phase 2
Ramp
Phase 2
Ramp
Phase 3
Acceleration
Phase 3
Acceleration
Phase 4
Full Replacement
Phase 4
Full Replacement
12-Month Totals
Total Investment
$1,583,000
Total Leads
61,600
Average CPL
$25.70
Avg Replacement
43%
Year 2: Full 144,000 leads at $18-22 CPL = $2.88M cost vs. $7.2M vendor cost = $4.32M savings
The Multi-Channel Strategy
5 Channels for Stability
At 400 leads/day, single-channel dependency = catastrophic risk. Diversification ensures stability even when individual channels underperform.
Facebook/Meta Ads
40%
Lowest CPL, highest volume, best for awareness
Key Benefits
- Lowest cost per lead
- Massive audience reach
- Strong retargeting capabilities
Diversification = Stability
If any single channel underperforms or fails, we have 4 others carrying volume. Algorithm changes, policy updates, or market saturation won't cripple your lead flow.
Strategic Advantages
Why This Changes Everything
Financial Control
Current
Vendor prices increase 10-20% annually, zero negotiating power
With System
Unit costs DECREASE over time as efficiency improves
Result
Multi-million dollar annual savings that compound
Quality Control
Current
Vendor quality varies, can't control screening, shared with competitors
With System
Custom qualification criteria, exclusive leads, optimize for YOUR conversions
Result
Higher close rates = more revenue per lead
Strategic Asset Creation
Current
Vendor relationship = zero equity value, gone if you stop paying
With System
Proprietary data, audiences, creative = sellable business asset
Result
Company valuation increases (infrastructure has enterprise value)
Market Dominance
Current
Same leads as competitors, zero differentiation
With System
Exclusive leads, data moat, infrastructure advantage
Result
Competitive advantage that compounds quarterly
The Data Moat
Why This Gets Better Over Time
Month 1-3
Learning Phase
- Testing audiences, messages, creative
- Higher CPL while finding what works
- Building foundational data
Month 4-12
Optimization Compounds
- Lookalike audiences trained on ACTUAL CONVERTERS
- Creative library optimized for YOUR market
- Geographic data showing where to scale
Year 2+
Insurmountable Advantage
- Proprietary data vendors can't replicate
- Cost advantages compound quarterly
- Ready for expansion: more volume, states, products
“Vendors optimize for volume across all clients.
You optimize for conversion for YOUR business.”
Over time, that gap becomes impossible to close.
Risk Mitigation
Addressing Your Concerns
We've anticipated the key questions and built safeguards into every phase.
Scope of Work
A comprehensive insurance lead generation platform with 6 main pages spanning 2 distinct products.
Consumer-Facing Healthcare Insurance Funnel
Multi-step healthcare insurance quiz funnel to capture consumer leads
Healthcare Funnel
/- 8-step optimized flow with real ACA subsidy calculations
- Qualifying event, household size, age, ZIP, income collection
- Medicare redirect for 65+, exit-intent popup
- Personalized savings estimate on thank you page
Agent Recruiting & Internal Operations System
Complete agent recruitment and operational management platform
Agent Recruiting
/recruit- Hero with income proof & testimonials ($12,500/mo avg)
- 3-Tier Performance System visualization (Gold/Silver/Bronze)
- 7-step application funnel with experience & goals
- Benefits breakdown and compliance disclaimers
Agent Dashboard
/dashboard/agent- Daily stats: leads, contact rate, close rate, revenue
- Searchable/filterable lead table with status badges
- Performance tab with tier comparison progress bars
- Real-time activity feed and daily summary
Admin Dashboard
/dashboard/admin- Campaign performance with spend tracking & CPL alerts
- Agent performance table with tier badges & status
- Lead pipeline funnel visualization
- Financial overview with real-time ROI calculation
Lead Routing Visualizer
/dashboard/routing- 6-step animated algorithm demo
- Real-time agent elimination display with reasons
- Agent cards organized by tier with status
- Playback controls (play/pause, reset, speed selector)
Financial Projections
/dashboard/projections- Pilot phase calculator with adjustable inputs
- Scale phase modeler ($500-$10K daily spend)
- Year 1 growth trajectory chart (12-month projection)
- Agent-funded revenue calculator by tier
What's Needed for Production
Backend integrations to make the system fully operational
Design System
Navy blue (#0A1128, #1e3a8a) & Gold (#D4AF37) palette • shadcn/ui components • Framer Motion animations • Recharts visualizations
Strategic Options at 12 Months
Three Paths Forward
Once infrastructure is built, you control your destiny.
Conservative
Pure Cost Savings
- Replace all vendor leads with internal generation
- Maintain 12K/month volume
- Bank $3M-$6M annual savings
- Improve unit economics quarter over quarter
Growth
Volume Expansion
- Scale to 20K-30K/month internally
- Sell excess leads to other agencies at market rates
- Lead generation becomes profit center
- Turn cost savings into revenue generation
Transformational
Platform Play
- Build system once, replicate across product lines
- Become infrastructure provider for insurance lead gen
- White-label to other agencies for licensing fees
- Transform from agency to platform company
Decision Framework
Clear Checkpoints, Clear Criteria
Day 30
Infrastructure Quality
Day 30
Infrastructure Quality
Questions
- Is tracking working properly?
- Are landing pages converting at target rates (20%+)?
- Are first leads generating and distributing smoothly?
Decision
Continue as planned or fix technical issues before scaling
Day 60
Performance Validation
Day 60
Performance Validation
Questions
- Are we on track for 900+ leads by day 90?
- Is CPL trending toward $18-25 target?
- Is lead quality meeting standards (7/10+)?
Decision
Adjust strategy or double down on what's working
Day 90
Final Review
Day 90
Final Review
Questions
- 900+ leads generated?
- Average CPL <$25?
- Lead quality 7/10+?
- At least 3 channels working?
Decision
GO: Deploy Phase 2 budget ($150K) | NO-GO: Analyze and pivot
Success Criteria (GO)
- 900+ leads generated
- Average CPL <$25
- Lead quality 7/10+
- At least 3 channels working
Action: Deploy Phase 2 budget ($150K over 3 months)
Below Target (NO-GO)
- <700 leads generated
- Average CPL >$30
- Lead quality <6/10
Action: Analyze failures, pivot strategy, or extend pilot
The Bottom Line
The Question Isn't “Should We Test This?”
The question is: “How fast can we deploy the full $1.5M to eliminate vendor dependency forever while banking $3-7M in annual savings?”
Because every month of delay =
$500K-$700K
rented from vendors instead of owned by you
This is how you go from buying leads to owning the market.
Stop renting. Start owning.
Pilot Investment
$20,000
Year 1 Full Scale
$1,583,000
Year 1 Net Benefit
$2.7M-$5.6M