Jane Benevento — November Checklist

Start with number 1

In order of what can hold up launch

The full plan, with the numbers and the timeline, is on your November Plan page.

1. Ask your upline if Facebook and Instagram ads need their approval

Most agencies review insurance ads before they run, so forward them this packet with the ads, the form and the texts and send us any disclaimer they require, since it's the one item that can delay launch

By Oct 24

2. Verify your Google Business Profile

Open the Google Maps app, go to your profile and follow the video steps. It takes about 5 minutes.

This week

3. Send the list of states you're licensed in

Ads can only run in states where you hold a license.

This week

4. Show us how your bought leads reach you

So we can connect them to the new pipeline. Lead portal, email, spreadsheet, or something else.

By Oct 20

5. Ask your upline or lead vendor whether those leads can get automated texts

Until this is confirmed, AI only texts people who opt in on our own form. Your bought leads still get filtered, scored and tracked.

By Oct 24

6. Add a payment method to your Meta ad account

In Meta Business Suite: Settings, then Payments. Ad spend is billed to you, separate from the retainer.

By Oct 24

7. Tell us your comp level

So we can set a safe limit for what one placed policy can cost in ads. Only Rob sees this.

By Oct 31

Your checks are saved on this phone or computer. Rob keeps the full record, so if you switch devices, nothing is lost on our side.