PARC 360 enterprise materials, the PMA partnership campaign, the Self-Perform program rollout, and a refreshed email nurture system that replaces the outdated 14-email series with risk-forward messaging that actually converts.
"Just one price all in. We're part of the PHR Team!"
Barry —
Thanks again for the time on the call last week, and for the data drop afterward. Alfredo and I have spent the past few days working through everything you confirmed, the new items that came up, and what you told us about how you want to operate going forward.
This proposal does three things: captures every Phase 3 deliverable you confirmed in the meeting, including the new ones that surfaced (Self-Perform training, PMA campaign assets, email nurture refresh). Acknowledges what we're holding off on (intake system, budget calculator, interactive PCI) and tees up Phase 4 for the Customer Portal redesign. And gives you two clear paths forward: à la carte project pricing, or an all-in monthly partnership that consolidates everything under one number.
Big takeaway from the meeting: opportunities like PMA show up fast — and going back and forth every 10 months on new SOWs slows everything down. We took that seriously. That's what Option 2 is built around.
Excited to keep building with you.
A first pass through the 2024 nurture and 10K purchased list files you sent. Three things jumped out — fuller analysis coming separately.
Your existing list has a lot of dead addresses — and emailing them tanks deliverability for everyone else. We clean it before launching the new series so the good emails actually land. Cleanup is included, no extra cost.
Your in-house list converts (211 quotes in 2024). The purchased 10K list has shown zero response. Same content won't work for both — the new series should differentiate messaging from the first send.
Your hottest leads aren't on the new list — they're hiding in your existing one. Contacts who've opened past emails but never quoted are the fastest path to revenue. The new series leads with risk and liability messaging built specifically to convert them.
The collateral Terry's BD team needs to actually close enterprise prospects. Brochures, leave-behinds, web content, and a third-party variant template that swaps logos for Gates Hudson, Cushman Wakefield, Dunkin and beyond.
Kandis at PMA wants to move fast. Three banner placements, two articles, a landing page that activates leads, and performance tracking through the promo. Your warm-up to dozens more partnerships like this one.
The "self-serve gas pump model" you described in the meeting. Short animated training video, a QR-driven inspection page that looks like PHR, and the messaging workshop to nail the script.
16-18 new HTML emails focused on what's actually working now: liability, risk, organized program value, PARC. Plus the data analysis on your existing list and brand consistency setup for the LeadConnector platform migration.
PMA leads because Kandis wants to move fast. PARC 360 materials run alongside. Self-Perform and email nurture roll out as the campaign warms up.
"I would suggest that we make that the next project and really give it the focus that it needs… it's bigger than just a quickie look." — Barry, April 30 meeting
No vendor handoffs. The people you trust. Plus two additions to the A-Team — bringing more value to your account where it counts.






Six samples from the production caliber baked into Option 2 and the Phase 3 social upgrade. AI-assisted, animated, factoid, ASMR, talking-head — the full mix that's pulling traffic and impressions across feeds.
Pick an option above, hit reply, or grab a 15-minute call to walk through any of it. We move when you say go.