1. Use Case Introduction The Medicare market is highly competitive, compliance-heavy, and traditionally dependent on manual agent-driven sales . The challenge: High CPL (Cost per Lead) Low show-up rates Poor lead qualification Compliance risks in automation The solution we implemented: 👉 A Webinar Funnel + AI-Guided Enrollment System 👉 Designed for scalability, compliance, and conversion optimization This is not just a funnel. It is a full-stack lead-to-enrollment pipeline . As outlined in the system blueprint, this model combines: Paid traffic Smart segmentation (ZIP → County) Automated nurturing AI-assisted qualification Human-assisted closing 2. Business Flow (End-to-End) Step-by-step operational flow: User clicks on ad (Facebook, TikTok, YouTube) Lands on RSVP page Submits: Name Email ZIP code Receives confirmation via Email + SMS Clicks session link → completes SOA (compliance gate) Joins webinar (pre-recorded, scheduled live) Engages with CTA: Button click OR SMS ke...
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