THE REFINERY

by AGENT REFINED

  • The Refinery is a 12-month hyper-exclusive branding and marketing program for insurance agencies.

    • event Virtual Meetings & Consulting

      • 1 consultation per month (for 12 months)

    • layers Deliverables

      • Fresh Branding & Logo Mark

      • A beautiful & functional Custom Website

      • A plethora of Design Assets

    • school Training

      • SEM/SEO Training

      • Content Writing Strategy

      ... and so much more

  • The Refinery Dashboard Register

REFINERY ROADMAP

The Refinery roadmap spans twelve months and is broken up into three parts:

BRANDING REFINED

The first three months of your time in The Refinery will be a deep dive into your brand. More than just your logo, your brand reflects the way people feel about your agency. Sure, branding includes your logo, website, and other marketing materials, but it's also your messaging, agency culture, and even what your clients and employees say about your agency.

3x CONSULTING CALLS

We begin each month with a conference call or virtual meeting. We'll look at the roadmap, answer your questions, craft your brand narrative, determine your messaging, and discuss effective marketing strategies.

RESEARCH

The perfect rebrand requires more than data. We have to get to know you, your agency, your employees, even your clients. These conversations will help us assess and contextualize:

  • Inclusive Messaging

  • Motivating Factors

  • Your Numbers

  • Customer Trends

  • Persona Evaluation

MARKETING AUDIT

We need to figure out how your agency is succeeding and failing in its marketing and messaging. We'll conduct surveys and collect data. With the goal of eliminating discrepancies and supplying you with a cohesive brand, we'll do the following:

  • Marketing Analysis

  • Competitor Analysis

  • Exposure Analysis

DELIVERABLES

Finally, the not-so-boring stuff! What tangible assets will you receive at the end of your Branding Refined time in The Refinery?

  • Designed (or refreshed) Logo Mark

  • Social Media Graphics

  • Print Design (Business Cards, etc)

  • Messaging Document

  • Exclusive Branding Guide

TRAINING

We want to help you confidently express your brand. To that end, we'll help you:

  • Consistently articulate how you're different from your competitors.

  • Clarify your value proposition.

  • Rehearse your messaging pillars.

  • Discover compelling brand stories throughout your agency.

WEBSITE REFINED

We believe a website should be intentional. It should communicate your agency's heart and values—that's what converts! We'll develop an on-brand website that funnels visitors into leads with easy follow-up so you can write more business.

6x CONSULTING CALLS

As in the Branding Refined portion of your Refinery experience, we connect at the beginning of each month to chart progress on the website, answer your questions, demonstrate how the website expresses your brand, and more.

MESSAGING & COPYWRITING

Few things compromise a brand like inconsistent messaging. We'll help you craft a clear, concise, and easily repeatable message. While we will shoulder the bulk of the copywriting load, we'll teach you the skills necessary for expanding your core message into copy and blog posts for your website.

DELIVERABLES

At the end of six months, what can you expect to have?

  • Website Audit

  • On-Brand Website Design

  • Custom Website Development

  • On-Brand Messaging and Copywriting

  • Hosting, Email, Optimizations, and more.

TRAINING

You don't need to become an expert in how your website works; however, assuming you will want to share your company's culture as well as value-added information through a blog, you'll need some low-intensity training. We'll also show you how to automate certain processes on your website so you can focus your attention on your agency.

  • How To Use Your Blog

  • Web Technologies

  • Website Automations

MARKETING REFINED

Once your website is live, you will want everyone to see it! That calls for effective Search Engine Optimizations (SEO) and a social media strategy. If you don't have a clue what that looks like, don't fear; we spend three months training you in SEO, help you understand and use analytics, as well as help you develop a social media strategy that works.

3x CONSULTING CALLS

As always, we start each month fresh with a conference call or virtual meeting to answer your questions and make sure we're all on the same page as far as strategy and execution.

NERDY STUFF

While we will handle most of your SEO for you, we will train you in Off-Page SEO, which mostly comes through social media and blogging. We’ll also ground you in the basics of:

  • Google Analytics

  • Search Console

  • Facebook Pixel

  • Install A Blog

  • Schema, Sitemap, Yoast SEO

TRAINING

When it comes to training you for marketing your brand, we promise to not bury you in technical details. Our goal will be to give you the confidence you need to navigate simple but necessary touchstones for effectively marketing your brand.

  • Search Engine Optimization Crash Course

  • Web & SEO Tools

  • Copywriting

  • Social Media Marketing

SOCIAL MEDIA OVERHAUL

No matter how well or poorly you've been doing social media for your agency, there's always room for improvement. In addition to our own professional secrets, we'll teach you how to:

  • Automate posts

  • Develop a posting schedule & workflow

  • Implement on-brand social graphics

  • Adhere to a public-facing style guide

SOCIAL MEDIA ADVERTISING

Social media campaigns are hugely effective ways to build your following, engage potential customers, and promote your brand. We'll make sure your comfortable with:

  • Campaign basics

  • Finding simple advertising strategies

  • Using Facebook Pixel & Analytics data

HOW IT WORKS

The roadmap keeps everyone in sync. You'll never not know what we're working on and you'll always be notified of when it's your turn to act or contribute.

Schedule a demo to see everything in action.

THIS IS A COMPLETED STEP

When we complete a step, we check it off. The next time you log in to your roadmap, you'll immediately be advanced to the current step in the process.

check DONE!

VIRTUAL MEETING / CALL

Each month starts with a virtual meeting or call. You can select the available timeslot that works best for you right from the roadmap. Try it out! Schedule a demo with us:

event SCHEDULE A DEMO

HOMEWORK: ASSIGNMENT

You will have a few homework assignments along the way—not many, and nothing difficult. We usually need information from you that is crucial for us to take our next step. Also, we may provide an optional assignment to provide clear direction for an upcoming call.

assignment Test Assignment

FILES & CLOUD STORAGE

As we progress through each segment you'll eventually unlock files in the cloud. In the cloud you'll find all your branding assets, design files in various formats, helpful branding and content writing guides, and more.

cloud Open Cloud Drive

NOTIFICATIONS

You'll never ask yourself, "What are they working on?" "What's my money buying me?" "What should I be doing?" - you'll get notifications every step of the way. When it's your turn to act, a text message or email will let you know!

Time is running out

We only accept 10 clients into The Refinery program per year.

Register by: 03/01/2021

REGISTER