The Complete Book Builder
Audit + Roadmap
A comprehensive diagnostic and roadmap designed to identify what’s limiting growth and what to fix first.
Explore Individual Audits
These audits can be completed individually, or are included as part of The Complete Book Builder Audit + Roadmap
Market Presence Audit
We assess your agency’s visibility online and offline to help you build trust and attract the right clients. $2,000
Lead Gen Audit
We review your marketing efforts to uncover performance gaps and deliver actionable ways to boost results. $2,000
Inquiry Follow-Up Audit
We evaluate how your agency responds to new inquiries and identify improvements that turn more opportunities into quotes. $2,000
Retention & Upsell Audit
We examine your retention and cross-sell systems to increase policy lifetime value, and grow your book from within. $2,000
What It Is
The Complete Book Builder Diagnostic is a strategic audit and growth roadmap designed for established insurance agencies ready to take growth and profitability to the next level.
This isn’t a quick-hit marketing “hack” or another gimmicky lead-gen program.
Instead, it’s a proven process for uncovering exactly where your agency is leaving money on the table, and building a roadmap that equips you to scale with systems you own, not shortcuts you rent.
The Complete Book Builder Diagnostic brings together multiple focused audits covering positioning, demand generation, conversion, retention, and measurement into a single, prioritized growth roadmap.
Who is It For?
The Complete Book Builder Diagnostic is built for insurance agencies who:
• Already have a baseline team and leadership structure in place.
• Want more qualified opportunities without the waste of scattered tactics.
• Value scalable, sustainable systems over quick wins and empty promises.
• Are serious about building long-term growth and market leadership.
It’s not designed for those chasing growth hacks or looking for an overnight fix. If your agency is committed to building something that lasts, this is for you.
What to Expect
When you engage us for The Complete Book Builder Diagnostic, you’ll go through three phases:
1. Pre-Session Questionnaire
We collect detailed information about your agency - size, target market, current marketing channels, technology stack, sales performance, and more to ensure our analysis is grounded in context, not assumptions.
2. Book Builder Scorecard
We score your agency across four core assessments that together make up the Book Builder framework:
• Market Presence Audit (Foundation: positioning, website, brand, etc.)
• Lead Generation Audit (Traffic: paid search, social, referrals, etc.)
• Inquiry Follow-Up Audit (Conversion: lead handling, automation)
• Retention & Upsell Audit (Lifetime Value: renewals, upsells)
Each area is evaluated in context so recommendations are prioritized, not treated in isolation.
3. Collaborative Strategy Session
A 60-minute working session where we clarify blind spots, review findings, and prioritize the highest-impact opportunities for ROI.
By the end, you’ll walk away with your complete Scorecard and a personalized Book Builder Roadmap - a clear, prioritized action plan built for growth.
Next Steps
If you’re interested, but have questions before moving forward:
• Click below to schedule a conversation.
• Or, if you’re ready to dive in now, click below to purchase an audit today.