THE REFINERY
by AGENT REFINED
by AGENT REFINED
The Refinery is a hyper-exclusive branding and marketing program for insurance agencies.
Monthly consulting calls where we walk you through our Branding Toolkit.
Fresh Branding & Logo Mark
A beautiful & functional Custom Website
A plethora of Design Assets
SEM/SEO Training
Content Writing Strategy
... and so much more
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.
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.
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
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
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
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.
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.
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.
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.
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.
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
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.
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.
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
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
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 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
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!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 DEMOYou 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 AssignmentAs 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 DriveYou'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!
We only accept 10 clients into The Refinery program per year.
Register by: 12/01/2021
REGISTER