Terri’s 🔑 COMPREHENSIVE LEGALSHIELD LEAD GENERATION PLAN

(Relationship-Driven + Builder-Focused + Group Expansion)

1️⃣ THREE PIPELINES AT A GLANCE

Pipeline	Target	Approach	Conversion
A. Personal & Family Prospects	Individuals & families needing protection	FORM + 5 Questions + 5 Seeds → 15-min chat	Add to CRM drip → coffee or Zoom → enroll
B. Business Builders	People seeking flexible or purpose-driven income	Invite to Tuesday 6:30 PM Rudy’s Business Brief	Enroll → Train → Duplicate
C. Group Plans / Benefit Partners	Local employers, HR reps, or voluntary benefits brokers	Position LS as an employee benefit or add-on service	Partnership → Payroll deduction setup → residual growth

2️⃣ GROUP PLANS STRATEGY

🎯 Target Market

Small to mid-sized local employers (10–200 employees)
Nonprofits and service organizations
Municipal offices or contractors
Independent benefits brokers (Aflac, Colonial Life, etc.)
HR consultants or payroll service providers

💡 Outreach Angle

“We help local employers add affordable legal and identity protection as a voluntary benefit. There’s no cost to the business, and it fills a huge gap most employees don’t realize they have.”

📅 Suggested Steps

Make a “Local Business Hit List” – 25 businesses you already know (via Chamber, Rotary, referrals, etc.).
Schedule 15-min drop-ins or calls – Goal: introduce concept and offer to meet their benefits rep or HR lead.
Use the Rudy’s Business Brief as a “soft” introduction if they’re curious about the opportunity side.
Follow up with a tailored CRM drip for Group Prospects (different from consumer drip).
Introduce your support system – show how easy implementation is (LS handles paperwork and enrollment).