CRT Digital
HRG
Strategic Proposal: HRG Iowa
Market: Iowa (Statewide)

IOWA
LEAD GENERATION
STRATEGY

A high-velocity roadmap to deploy $20,000/mo profitably. We achieve aggressive target costs ($8-$15 CPL) by leveraging Google's massive reach (YouTube/Discovery) backed by Search intent.

Who We Target

DEMOGRAPHIC ISOLATION

Primary Audience
The "Young Old"
Age 64.5 – 74

Active internet users (82% adoption). Searching for "Medicare help" or "Supplement plans". Living independently (44% of Iowa seniors live alone).

Negative Filter
The "Workforce"
Age 18 – 63

Aggressively excluded via demographic bid adjustments (-100% Bid Mod). We do not pay for 35-year-olds.

Geographic Isolation: Iowa

Tier 1: Volume
Polk, Linn, Scott Counties
Tier 2: Density
Black Hawk, Johnson, Dubuque
Exclusion Zones
Non-serviceable rural zips (if any)

Targeting Architecture

Core Ad Groups
  • "Medicare Supplement Iowa"
  • "Best Medicare Plans 2025"
  • "Medicare Advisor Des Moines"
  • "Compare Medigap Rates"
Brand Defense
  • "HRG Medicare"
  • "Health Referral Group"
  • "HRG Reviews"
  • "HRG Phone Number"
Negative Keywords (Blocked)
  • X "Jobs / Careers / Hiring"
  • X "Free / Pro Bono"
  • X "Medicaid" (Wrong Income)
  • X "Customer Service / Login"

90-Day Execution Roadmap

PHASED DEPLOYMENT

01

Month 1: Foundation

  • Launch Brand Defense (Protect "HRG")
  • Launch High-Intent Search ("Medicare Advisor Iowa")
  • Implement Negative Keyword Library
  • Setup Conversion Tracking (Calls/Forms)
02

Month 2: Refinement

  • Launch Performance Max (Retargeting focus)
  • Bid Adjustments by Device (Mobile vs Desktop)
  • Ad Copy A/B Testing (Trust vs Urgency)
  • Review Search Terms & Kill Waste
03

Month 3: Scale

  • Scale Budget on Winning Keywords
  • Expand Geo-Targeting to secondary counties
  • Launch Competitor Conquesting (if viable)
  • Prepare for AEP War Mode

Instant Lead Routing

ZERO-LATENCY API INTEGRATION

Speed to lead is the single biggest factor in conversion. We do not rely on email notifications. We build a direct API Pipeline that pushes every lead into your CRM the millisecond they hit "Submit."

  • Real-Time Injection
    Leads appear in your CRM instantly. No manual entry, no CSV uploads.
  • Round-Robin Distribution
    Automatically assign leads to the next available agent to ensure fair distribution.
  • Fail-Safe Backups
    If the CRM is down, leads are queued and retried automatically. No lead is ever lost.
API
0.4 Seconds
Average Time from "Click" to "Call"

*We connect directly to Salesforce, HubSpot, GoHighLevel, or any custom CRM via Webhooks.

Projections

ESTIMATED PERFORMANCE

Target Monthly Spend
$20,000

Aggressive Market Saturation

Target CPL
$8.00 - $15.00

Blended Average

Est. Monthly Leads
1,300 - 2,500

Volume-based Lead Flow

The "Blended CPL" Math

To hit aggressive targets ($8-$15) on Google, we cannot rely on Search alone (which costs $50+). We must use a "High-Volume Blend" strategy:

Inventory A: Search
$45.00 CPL
10% of Budget (High Intent)
Inventory B: PMax/YouTube
$8.00 CPL
90% of Budget (Mass Volume)
= $11.70 Blended Average CPL

Unified Strategy Locked

Switch to "Google + Meta" mode to view the full Omnipresence strategy and $45k combined roadmap.

The Unified Strategy

Included in Combined Plan

GOOGLE + META: THE MULTIPLIER EFFECT

1. Signal Resilience

We upgrade your current tracking infrastructure to Server-Side (CAPI). This ensures that every conversion—whether from Google or Meta—is fed back into the algorithm with 100% accuracy, bypassing browser limitations and ad blockers.

2. Sniper Audiences

We leverage Google's high-intent search data to build powerful retargeting pools on Meta. When a user searches for "Medicare help" on Google, we instantly serve them a relevant video ad on Facebook, creating an inescapable "omnipresence" effect.

3. Creative Testing

Meta's visual platform allows us to rapidly test new hooks, angles, and creative concepts at a low cost. Winning creatives are then adapted for YouTube and Display, ensuring our Google campaigns are always running proven, high-performing assets.

Investment

TRANSPARENT PRICING MODEL

Media Budget
$20,000
Paid directly to ad platforms
Management Fee
$3,000
15% of Ad Spend

What's Included in the Fee:

Full Campaign Management & Optimization
Creative Strategy & A/B Testing
Landing Page CRO Recommendations
24/7 Real-Time Reporting Dashboard

Reporting

ACCOUNTABILITY & CADENCE

24/7 Live Access

You never have to ask "how are we doing?" We provide a live, white-labeled dashboard accessible 24/7. Watch leads flow in, track spend in real-time, and monitor CPL whenever you want.

Flexible Cadence

We adapt our reporting rhythm to your needs. Choose the frequency that fits your management style:

WeeklyBi-WeeklyMonthly

Website & Conversion

LANDING PAGE OPTIMIZATION

Landing Page Upgrades

  • 1
    Trust Signals Above Fold

    Add "Local Iowa Agents" badge and BBB accreditation immediately visible without scrolling.

  • 2
    Simplified Form

    Reduce fields to Name + Phone Number (primary goal). Make email optional.

  • 3
    Speed Optimization

    Ensure page loads in under 2 seconds on 4G mobile networks (critical for seniors).

Chatbot Integration

Hi there! Are you looking for Medicare help in Iowa?
Yes, I need a quote.
Great! What's the best phone number to reach you at?
Automated Lead Capture 24/7