This Subscription Plan Terms Agreement (the “Agreement”) is entered into by and between Affiliate Business Empire, INC, a legally registered entity (hereinafter referred to as “Prospecting Broker”), and the subscribing party, hereinafter referred to as “Client.”

For the purposes of this Agreement, “Prospecting Broker,” “we”  or “our” refers to Affiliate Business Empire, INC, which operates the project known as “Prospecting Broker.”

The Client, or “you” refers to the individual or entity that subscribes to the services provided under this Agreement. 

The term “Subscription Plan” refers to the specific service package chosen by the Client, which defines the scope, duration, and cost of the services offered by Prospecting Broker. At present, there are only three available subscription plans, the details of which are set forth in Annex B of this Agreement. 

Prospecting Broker and the Client mutually acknowledge and agree that the Client’s subscription to a plan constitutes acceptance of and commitment to the terms and conditions set forth in this Agreement. Furthermore, the Client is required to proceed with payment through Affiliate Business Empire’s designated payment processor and pay in full for 1 month in advance, as stipulated in this Agreement and the Subscription Plan outlined in Annex B.

The terms outlined in this document shall govern all services provided by Prospecting Broker to the Client unless superseded by a separate, written agreement executed by both parties. 

This Agreement becomes effective only when signed by the Client or electronically accepted through Affiliate Business Empire INC’s invoicing and payment processing system. A link to this Agreement and an acknowledgment of acceptance are prominently displayed on our Invoicing and Payment Processing Gateway.

Enrollment begins once the Client submits a completed invoice and payment authorization form through prospectingbroker.com . The invoice outlines the selected Subscription Plan – covering the scope of services, duration, and any custom features. 

After payment is received, Prospecting Broker will confirm the subscription and begin onboarding within one business day. 

Prospecting Broker agrees to provide marketing and prospecting services as outlined in the Client’s selected Subscription Plan. 

The Client acknowledges that Prospecting Broker’s responsibilities are strictly limited to executing the specific actions defined in the Subscription Plan (stated in Annex B of this Agreement), including but not limited to:

• Lead Outreach & Prospecting: Conducting the agreed number of cold calls per month using an approved script, providing recordings and reports as stated in the Subscription Plan.
• Email Marketing: Sending the specified number of email campaigns (promotional emails, newsletters) per month, including content creation, design, and distribution.
• Webinar (Livestream) Support: Organizing and promoting the agreed number of webinars or livestreams per month, including content development, registration page setup, presentation creation, and recording distribution.
• Lead Magnet Creation: Producing and distributing the number of lead magnets specified in the Subscription Plan through social media and email campaigns.
• Content & Branding Strategy: Developing and executing the Client’s Content DNA Roadmap, ensuring consistency in messaging and brand positioning.
• Social Media Support: Creating and editing the agreed number of short-form videos per month for the Client’s social media platforms.
• Coaching & Strategy Support: Conducting the number of one-on-one coaching calls per month as per the selected Subscription Plan.
• Lead Notifications: Delivering daily “Warm Leads” or “Hot Leads” notifications via WhatsApp, based on Client engagement with content, calls, and email outreach.
• Personal Branding Support: Facilitating podcast guest appearances and periodic media outreach, as defined in the Subscription Plan.
• Cold Calling & Follow-Ups: Prospecting Broker’s team will conduct outreach calls as per the agreed number stated in the Subscription Plan.

The Client acknowledges that all services will be performed only in accordance with the Subscription Plan chosen at the time of payment, and any additional services require an upgraded plan or a separate agreement.

No Guarantee of Results

Prospecting Broker provides marketing and lead generation services but does not guarantee any specific financial results, conversions, client acquisition, or revenue growth. The success of the services depends on various external factors, including but not limited to:

• The Client’s sales process, follow-up strategy, and communication with prospects.
• The market conditions, competition, and industry demand.
• The prospects’ willingness to engage, schedule meetings, or convert into clients.

Prospecting Broker shall not be held liable for any losses, missed opportunities, or perceived lack of success arising from the Client’s participation in this Program. The Client understands that marketing and prospecting efforts create opportunities, but closing deals remains the Client’s responsibility.

Limitation of Liability

To the fullest extent permitted by law, Prospecting Broker’s total liability for any claims related to this Agreement, whether in contract, tort, or otherwise, shall not exceed the amount paid by the Client for the Subscription Plan during the preceding one (1) month. In no event shall Prospecting Broker be liable for indirect, consequential, special, or incidental damages, including but not limited to lost profits, lost opportunities, or reputational damage.

Client Responsibility

The Client acknowledges that their active participation in the marketing and prospecting process is essential to achieving success. This includes, but is not limited to:

• Following up with leads and prospects in a timely manner.
• Attending scheduled coaching calls and implementing recommended strategies.
• Providing accurate information for content creation and outreach campaigns.
• Engaging in webinars, social media promotions, and lead conversion efforts.

Failure to actively engage in these activities does not exempt the Client from their payment obligations under this Agreement.

By purchasing a Subscription Plan, the Client explicitly acknowledges and agrees to these terms, understanding that Prospecting Broker’s role is limited to executing the marketing and prospecting actions outlined in the selected plan and does not extend to guaranteeing business success.

Third-Party Liability

Prospecting Broker is not responsible for the actions, errors, or omissions of any third-party vendors, subcontractors, or external service providers engaged in the execution of services under this Agreement. This includes, but is not limited to, media platforms, podcast hosts, and email distribution partners. The Client agrees that any disputes or claims related to third-party services must be directed at the third party, and Prospecting Broker shall bear no liability for their actions. 

Payment in advance is required for all services provided by Prospecting Broker. The Client agrees to make all recurring payments in advance purchasing directly in our website, or by our online gateway at the moment of signing any agreement, in order to get started with any service. The Client agrees to pay the Subscription Fee using a credit card, wire transfer, or any other payment method available on the payment gateway page.  Invoices will include monthly fees and any additional fees for any additional services that have been purchased by the Client – if any. Invoices will be issued and automatic transactions processed on the Renewal Date. Prospecting Broker reserves the right to assess and collect late payment charges of 1.5% per day on past due balances after 5 business days. 

In the event of a declined payment, chargeback, reversal, payment dispute, suspected fraud, or any other rejection of a charge on the Client’s account, such occurrence shall constitute a breach of the Client’s payment obligations. 

If a payment has not been successfully processed, Prospecting Broker reserves the right to suspend or limit access to all ongoing services and deliverables until the payment issue is resolved. In the case of a confirmed chargeback, payment reversal, or fraudulent activity, Prospecting Broker may, at its sole discretion, terminate this Agreement and all associated services without prior notice, and pursue any lawful remedies to recover the outstanding balance. 

This Agreement shall become effective only upon the purchase of a Subscription Plan by the Client. This Agreement shall extend for the length of 12 months. 

By purchasing a Subscription Plan, the Client explicitly agrees to automatic renewal for successive twelve (12) month terms, unless canceled with a 30-day written notice. The Client acknowledges that they have reviewed and accepted the auto-renewal terms by checking a separate box at checkout or signing this Agreement.

To facilitate service delivery, Prospecting Broker shall provide the Client with timely updates and performance reports. The Client acknowledges and agrees that Prospecting Broker will send WhatsApp notifications to the Client’s authorized mobile number, containing real-time information on “ “Hot Leads” as part of the services rendered. Additionally, Prospecting Broker shall furnish the Client with daily performance reports and provide access to recordings of all calls made on behalf of the Client during each business day. These reports and recordings shall be sent exclusively to the Client’s official email address as provided during registration. 

The Client further acknowledges that Prospecting Broker shall have no liability for any delays, failures in transmission, or unauthorized access to information resulting from factors beyond its control, including but not limited to incorrect email details provided by the Client, technical issues on the Client’s end, or unauthorized access to the Client’s email account. The Client assumes full responsibility for ensuring that the designated email address remains accurate, active, and secure. 

Prospecting Broker reserves the right to discontinue or modify the format, frequency, or method of delivery of such reports and notifications at its sole discretion, with reasonable prior notice to the Client. 

Creation and Use of a Dedicated Email Address, Domain Name, and other. 

To facilitate the execution of services outlined in the Subscription Plan, including but not limited to Email Marketing, Webinar Creation, Lead Magnet Creation, and other related activities, Prospecting Broker will create a separate domain and a dedicated email address that the Client will have access to. This email address shall serve as the primary account for registering and managing third-party applications such as webinar platforms, lead magnet pages, and other necessary tools used by Prospecting Broker. Both the Client and Prospecting Broker shall have access to this email account for the duration of the Subscription Plan.

Authorized Access to Client’s Digital Platforms

The Client acknowledges and agrees that in order for Prospecting Broker to provide the services outlined in the Subscription Plan effectively, the Client must grant authorized access to the following: 

1. Social media platforms for the purpose of publishing content, managing engagement, and executing marketing campaigns
2. The Client’s website for the purpose of publishing landing pages, webinar notifications, lead magnets, blog posts, and other related materials. 

All credentials, including but not limited to usernames, passwords, API keys, and access tokens, shall be provided upon request to Prospecting Broker within three (3) calendar days from the commencement of the Subscription Plan. Failure to provide such credentials in a timely manner may result in service delays, for which Prospecting Broker shall not be held liable. 

Obligation to Notify of Changes

In the event that the Client modifies any credentials or access rights to the email address, social media platforms, website, or any other tool necessary for the execution of the Subscription Plan, the Client shall notify Prospecting Broker in writing within twenty-four (24) hours of such changes. Prospecting Broker shall not be held responsible for any service disruptions, delays, or failure resulting from the Client’s failure to comply with this requirement. 

Confidentiality and Data Security. 

Prospecting Broker shall maintain the confidentiality of all login credentials and access information provided by the Client. Such information shall be used strictly for the purpose of delivering the agreed-upon services and shall not be disclosed to any third party, without the Client’s prior written consent, except where required by law.

Limitation of Liability

The Client understands and agrees that Prospecting Broker assumes no responsibility for: 

1. Any security breaches, unauthorized access, or data loss resulting from the Client’s failure to implement adequate security measures on their platforms. 
2. Any third-party application failures, service disruptions, or policy changes that may impact the services provided under this Agreement. 
3. Any delays or service limitations caused by the Client’s failure to provide necessary credentials, access, or timely updates of such information. 

Furthermore, the Client agrees to indemnify and hold harmless Prospecting Broker from any claims, damages, liabilities, or losses arising from the misuse of provided credentials, the Client’s failure to secure their own accounts, or actions taken by third parties beyond Prospecting Broker’s control. 

Suspension of Services for Non-Compliance

In the event the Client fails to provide or update the necessary access credentials within the required timeframe, Prospecting Broker reserves the right to suspend services without refund or liability until such access is restored. Continued non-compliance exceeding seven (7) calendar days may result in termination of this Agreement at the sole discretion of Prospecting Broker, without any obligation to provide a refund for the remaining service period. 

The Subscription Term shall automatically renew upon the expiry of the current term, unless the Client provides written notice of their intention to terminate the Agreement. Such notice must be received by Prospecting Broker no later than 30 days prior to the scheduled payment due date for the upcoming Subscription Term. 

Termination becomes effective immediately after the last day of the current Subscription Term. The Contractor does not issue refunds or credits for any partially used Subscription Periods. 

In the event of termination, the Client is obligated to reimburse Prospecting Broker  for any costs or commitments incurred that are non-cancellable and directly associated with the terminated Agreement. 

Cancellation requests must be submitted in writing. Requests communicated verbally, through direct messaging platforms, or individual team members will not be considered valid or accepted. 

Failure to provide 30 days’ written notice by email to margarita@prospectingbroker.com  may result in additional charges under the same terms and duration of the existing agreement. As an example, the Client’s monthly or annual commitment will renew for another consecutive month or twelve month term respectively when insufficient cancellation notice is provided. 

Charges already processed by Prospecting Broker without written notice as outlined above will not be refunded. 

Chargebacks initiated by the Client will be considered a breach of contract and may result in legal action to recover the disputed amount, along with any associated legal fees.

Satisfaction Guarantee Period

Prospecting Broker offers a 30-day Satisfaction Guarantee Period to protect genuine clients, who are committed to achieving results with our services. If the Client is unsatisfied for any reason, they may request a full refund within thirty (30) days from the date of the first payment. To request a refund, the Client must submit a written request via email to margarita@prospectingbroker.com before the end of the 30-day period.

Eligibility for Refund

To ensure fairness and protect both parties, the money-back guarantee is available only if: 

1. The Client has actively participated in the services provided during the Satisfaction Guarantee Period, which includes attending scheduled calls, reviewing provided leads, implementing recommended strategies, and engaging in the process. 
2. The Client has completed and submitted a cancellation form and participated in a brief exit feedback call with the Prospecting Broker Client Relationship Team.

The refund will not be grated if: 

1. The Client has failed to submit the required information or data requested by Prospecting Broker, or have not duly participated in, or have only partially completed, the onboarding process.
2. The Client has accessed and used any provided services (such as lead lists, email campaigns, or strategy sessions) but has not made an effort to implement or engage with them. 
3. The Client fails to submit the required cancellation form or refuses to participate in the feedback call.
4. The Client signed up with the intent to use the service temporarily, without a genuine interest in maintaining a business relationship.

Refund Processing & Subscription Cancellation

1. Once the refund request is approved, the Client’s access to all Prospecting Broker services will be immediately terminated, and the full refund will be processed within 45 days. 
2. If the Client chooses to terminate the subscription after the initial 30-day period, they will be charged an additional one-month subscription fee. 
3. Cancellation of any renewal after the first month must be requested at least 30 days prior to the next billing cycle to avoid being charged for the upcoming month.

Abuse of the Refund Policy

Prospecting Broker reserves the right to deny refunds to individuals or corporate entities who, in our reasonable judgement, are attempting to exploit the refund policy by repeatedly signing up, requesting refunds, or otherwise engaging in fraudulent or bad-faith conduct.

1. Prospecting Broker reserves the right to pause this Agreement with immediate effect in the event of non-payment by the Client for more than 14 calendar days.
2. Similarly, the Client may pause the Agreement if Prospecting Broker fails to provide all Services of the chosen Subscription Plan for more than 14 calendar days.

Upon a breach of contract, the offending party shall have a cure period of 14 days post-receipt of written notice to rectify the breach. Failure to cure within this period may result in termination of the Agreement.

The Client agrees to subscribe to Prospecting Broker services on an annual basis, with automatic renewal at the end of each term unless terminated in accordance with this Agreement. 

Monthly Payments

Although the subscription is annual, the Client shall pay the relevant subscription fee on a monthly basis. Each payment covers one month of service within the annual term. 

Auto-Renewal and Billing

The Client authorizes Prospecting Broker to process monthly payments automatically using the payment method on file. The Client is responsible for ensuring that payment details remain up to date to avoid service interruptions. 

Non-Payment and Suspension

If a payment is not successfully processed on the due date, Prospecting Broker reserves the right to suspend or terminate services until the outstanding balance is paid. 

Invoicing And Payment Processing

The initial invoice will be issued upon the execution of this Agreement, which starts with  the purchase of a Subscription Plan. All payments shall be made through the official payment links provided on http://www.prospectingbroker.com . Invoices will be sent on the same date the payment is processed. Services will commerce only after receipt of the first payment and full execution of this Agreement. 

Subscription Term & Automatic Renewal

The Client agrees that this Agreement is established for an initial term of twelve (12) months from the date of subscription activation (the “Subscription Term”). At the end of the initial twelve (12) month period, this Agreement will automatically renew for successive twelve (12) month periods, unless the Client provides written notice of cancellation as outlined below. 

Client Authorization for Recurring Billing

By entering into this Agreement, the Client expressly authorizes Prospecting Broker to charge the payment method on file for the amount equal to a one month fee for the Subscription Plan chosen by the Client.  Such payment should be made in advance for each month, for a total period of duration of this Agreement. 

No Refunds for Renewed Subscriptions

Once the subscription renews, the Client is not eligible for a refund or credit for any unused portion of the renewed term. The Client acknowledges and agrees that failure to use the services during the renewed subscription period does not entitle them to a refund, chargeback, or cancellation of any associated payments. 

Changes to Subscription Terms or Pricing

By signing this twelve (12)-month Agreement, the Client secures the agreed-upon monthly fee for the duration of the term. Prospecting Broker guarantees that the price will not increase during 12 months after signing the initial Agreement. However, Prospecting Broker reserves the right to adjust the monthly fee at the time of renewal.

Potential price adjustments may be influenced by factors such as inflation, raising labor or real estate costs, or increased expenses related to partner products and services used to maintain a high level of service for the Client.

Any price increase or changes in terms will be communicated to the Client officially, via email at least sixty (60) days before the renewal date.  If the Client does not agree with the updated terms, they must cancel their subscription. 

Prospecting Broker reserves the right to modify subscription terms or service offerings at any time with a 60-day written notice to the Client. Any changes will take effect at the beginning of the next billing cycle unless otherwise agreed. Continued use of services after the notice period constitutes acceptance of the revised terms. 

Cancellation Prior to Renewal

The Client may cancel their subscription to prevent auto-renewal by providing written notice by email to margarita@prospectingbroker.com at least 30 calendar days prior to the renewal date. Cancellation requests submitted after this deadline will not take effect until the following month, and the Client will be billed for the next one (1) month period. 

Chargeback Protection & Breach of Agreement

Any unauthorized chargeback or payment dispute initiated after an automatic payment will be considered a material breach of this Agreement. The Client remains fully liable for the subscription fee and any associated collection costs, legal fees and penalties incurred by Prospecting Broker in recovering the disputed amount. 

Termination by Prospecting Broker

Prospecting Broker reserves the right to suspend or terminate a Client’s subscription at any time due to non-payment, chargeback, disputes, fraud, violation of these terms, or at its discretion, with written notice. If terminated due to a violation of this Agreement, no refunds will be issued, and all outstanding fees will remain due.

By purchasing a Subscription Plan, the Client explicitly agrees to these twelve (12) month subscription terms, auto-renewal conditions, and payment obligations and acknowledges full responsibility for cancelling their subscription within the required timeframe if they wish to discontinue services. 

Failure to adhere to the agreed-upon payment schedule may result in a suspension of services and potential delays in project timelines. Prospecting Broker reserves the right to cease work until outstanding payments are settled. 

By entering into this Agreement, the Client agrees that all charges are valid and waives the right to dispute or initiate a chargeback with their financial institution. Any chargeback will be considered a material breach of this Agreement, and the Client remains responsible for all outstanding balances, legal fees, and costs incurred in recovering the disputed amount

The amounts specified as Compensation in this Agreement and any subscription plans do not include taxes. The Client is responsible for the payment of all applicable taxes, duties, levies, and similar charges (collectively, “Taxes”) imposed on or related to the Services provided under this Agreement and any future subscription plans.

Upon execution of this Agreement and receipt of the initial payment, Prospecting Broker will commerce the Client onboarding process. This process is designed to establish the foundational marketing and prospecting framework necessary for effective lead generation and client acquisition. Onboarding includes an initial strategy session, during which Prospecting Broker will assess the Client’s business objectives, target audience, and existing outreach methods to tailor a customized marketing plan. 

Scope of Onboarding Services

As part of the onboarding process, Prospecting Broker will develop and implement core marketing assets, including targeted email campaigns, webinar promotion strategies, and social media content plans. The Client will receive access to proprietary templates, scripts and outreach sequences specifically designed by Prospecting Broker for the Client. Additionally, onboarding will cover system integration, ensuring that the Client can seamlessly utilize Prospecting Broker’s tools and strategies within their existing business operations. 

Client Responsibilities

The success of the onboarding process depends on the Client’s active participation. The Client agrees to provide necessary business information, branding materials, and relevant access credentials within the first seven (7) days of onboarding. All required details, documents, and correspondence related to the onboarding process must be sent exclusively to margarita@prospectingbroker.com . Any delays in providing the requested information may impact the effectiveness and timeline of campaign execution. The Client is als expected to participate in scheduled check-ins and strategy adjustments to optimize outreach performance. 

Onboarding Timeline and Transition to Execution

The Onboarding phase typically lasts fourteen (14) days during which Prospecting Broker will implement the agreed-upon strategy and refine it based on initial results. Upon completion, the Client will transition into the execution phase, where ongoing marketing efforts will be systematically managed.

Although the Client will receive the full scope of monthly services as stated in their chosen Prospecting Broker Subscription Plan, the Client acknowledges that, due to the intensive nature of onboarding, approximately fifty (50%) of the first month’s work is dedicated to strategic setup and implementation. As a result, certain deliverables may be completed towards the end of the first month or carried over into the beginning of the second month as necessary to ensure quality execution. 

Communication and Support During Onboarding

Throughout the onboarding process, Prospecting Broker will maintain ongoing communication with the Client via email, scheduled check-ins, and strategy calls. Clients may submit inquiries regarding their onboarding progress, and Prospecting Broker will respond within a reasonable timeframe. Any urgent requests or additional service needs outside the standard onboarding scope may require separate arrangements and approval. 

All official communication must be conducted through margarita@prospectingbroker.com and any requests or inquiries sent to alternative channels may not be processed in a timely manner. 

Transition to Full-Service Execution

Upon completion of the onboarding phase, the Client will transition into full-service execution under their chosen Prospecting Broker Subscription Plan. At this stage, Prospecting Broker will contribute implementing the marketing strategies outlined during onboarding, ensuring sustained outreach and lead generation. 

Termination Under 30-Day Money Back Guarantee

If the Client exercises their right to cancel their subscription under the 30-Day Money Back Guarantee clause of this Agreement within thirty (30) days from the initial payment and fulfills all the required steps as outlined in the 30-Day Money Back Guarantee section, the onboarding process will be immediately terminated. Upon cancellation, all assets developed during the onboarding period – including but not limited to written content, voice recordings, email campaigns, scripts, templates, and outreach strategies, proprietary materials, and any other deliverables – shall remain the sole property of Prospecting Broker. The Client acknowledges that they will have no right to access, use or retain any materials, data, or content produced during the onboarding phase.

Furthermore, the Client agrees not to replicate, recreate, or utilize any elements of prospecting Broker’s proprietary materials following cancellation. Any attempt to use, distribute or apply such assets after termination shall be considered a breach of this Agreement  and may result in legal action. Upon termination, Prospecting Broker is under no obligation to provide any completed or partially completed work to the Client, and all services under this Agreement shall cease immediately. 

Both parties acknowledge that this Agreement, as well as any additional Statements of Work, do not create an exclusive relationship between them. Each party retains the right to engage in similar agreements with other entities, provided that such engagements do not hinder their ability to fulfill the obligations outlined in this Agreement.

The relationship between the parties under this Agreement is that of independent contractors. Neither party shall be deemed to be an agent, employee, partner, or legal representative of the other party for any purpose, nor shall either have any authority to create any obligation on behalf of the other. 

Prospecting Broker shall retain complete control over the scheduling, performance, and methods of work, subject only to the requirements and deadlines stipulated in this Agreement.

Prospecting Broker may engage subcontractors to perform work under this Agreement and any future additional Statements of Work, or its discretion. 

Prospecting Broker assumes full responsibility for the quality and execution of work performed by its employees or independent subcontractors. All individuals involved in the project, whether employees or subcontractors, are subject to the confidentiality obligations stipulated in this Agreement.

All work products created by Prospecting Broker in the course of performing Services under this Agreement and any additional Statements of Work shall become the exclusive property of the Client upon full payment of these Services. 

Notwithstanding the above, any tools, processes, methodologies, or other intellectual property owned by Prospecting Broker prior to, or developed independently of this Agreement, shall remain the sole property of the Prospecting Broker.

All work products created by Prospecting Broker, including but not limited to lead lists, email templates, scripts, and marketing content, remain the exclusive property of Prospecting Broker until full payment has been received. Unauthorized use of unpaid materials constitutes a breach of contract, and Prospecting Broker reserves the right to seek legal action to recover damages

The Client agrees to indemnify and hold Prospecting Broker harmless from and against any and all claims, liabilities, demands, damages, and expenses (including, but not limited to, reasonable attorneys’ fees and costs) that arise from or are in any way connected with the Client’s use of the Services provided under this Agreement. 

Neither party shall be liable to the other for any special, indirect, consequential, or incidental damages, including but not limited to loss of profits, revenues, data, or power, damage to or loss of the use of products, property damage, or claims of third parties, including personal injury or death, arising from the provision of Services under this Agreement.

Neither party shall be held liable for any failure or delay in fulfilling its obligations under this Agreement when such failure or delay is due to circumstances beyond its reasonable control. This includes, but is not limited to, acts of governmental authorities, natural catastrophes (such as fire, storm, flood, earthquake), riot, insurrection, civil disturbance, sabotage, embargo blockage, acts of terrorism, acts of war, or power failure. 

In the event of a delay caused by such force majeure events, the delivery date or time for completion of services will be adjusted by a period of time reasonably necessary to address the impact of such events. 

If either party is rendered unable to fulfill its contractual obligations due to a force majeure event, they reserve the right to terminate the Agreement with immediate effect.

Prospecting Broker acknowledges that they may gain access to confidential information belonging to the Client. Prospecting Broker commits to using this confidential information exclusively for the purpose of performing the Services under this Agreement. 

Prospecting Broker shall not disclose the Client’s confidential information to any third party, except its contractors, partners and employees, and as required by law. 

The obligation of confidentiality shall persist beyond the termination of this Agreement and shall remain in effect indefinitely. 

In the event that delays or suspensions in the performance of Services by Prospecting Broker arise due to the Client’s actions, inactions, or failure to provide necessary cooperation, both parties shall engage in good faith discussions to determine an appropriate course of action. The available remedies shall include: 

(a) Temporary Suspension: At its sole discretion, Prospecting Broker may agree to temporarily suspend the provision of Services, along with the associated payments, for a mutually agreed period. If Prospecting Broker selects not to suspend the Services, the provisions of subsection (b) shall apply. 

(b) Prospecting Broker acknowledges that they may gain access to confidential information belonging to the Client. Prospecting Broker commits to using this confidential information exclusively for the purpose of performing the Services under this Agreement.

Upon the signing of this Agreement or the purchase of a Subscription Plan, the Client authorizes Prospecting Broker to charge their credit card in accordance with the payment schedule outlined in these Terms and Conditions and as specified in the Subscription Plan.

For payments made via wire transfer, an invoice will be issued and must be paid in full according to the payment terms stated therein. The Client acknowledges that wire transfers may require several business days to process and agrees that payment must be received and cleared in Prospecting Broker’s account on or before the renewal date of the Subscription Plan to avoid service interruption or account suspension.

All sales are considered final. The Client acknowledges that they are not entitled to refunds and expressly waives any rights to initiate chargebacks through their credit card processor. Opting out of the Subscription before the end of the billing month does not exempt the Client from fulfilling their payment obligations, except as provided in the 30-Day Money Back Guarantee and Cancellation Policy outlined above. Prospecting Broker reserves the right to charge a lesser amount than the original installment in cases of failed payment attempts, to facilitate continued service provision. After the initial term, the Client’s subscription will automatically renew under the same terms and conditions, unless the Client provides written notice of their intention to cancel, as per the cancellation terms, at least 30 days before the end of the current billing month. 

Amendments

This Agreement may be amended as necessary. 

The original terms of this Agreement shall apply to all amendments unless explicitly stated otherwise in the amendment. 

Complete Contract

This Agreement embodies the complete understanding and agreement between the parties regarding its subject matter, superseding all prior agreements, whether written or oral. 

Severability

Should any provision of this Agreement be deemed invalid, illegal, or unenforceable, the remainder of the Agreement shall remain in full force and effect.

Any provision found overly broad or unclead shall be interpreted to provide Prospecting Broker the maximum protection permissible under law. 

Waiver

No waiver of any provision, right, or obligation under this Agreement is effective unless explicitly agreed to in writing. Such waiver shall only apply to the extent specifically stated in the written agreement. 

Governing Law and Language

This Agreement and any disputes arising from it are governed by the laws of Los Angeles, California (United States). 

Legal proceedings related to this Agreement shall be initiated exclusively in Los Angeles, California (United States). 

The agreement is written in English ,which has been chosen to express the mutual intent of the parties. In the event of any discrepancy or ambiguity between different language versions of this Agreement, the English version shall prevail and be the binding version for interpretation purposes.

This Annex A is incorporated into and made a part of the Subscription Plan Terms Agreement between Affiliate Business Empire, INC (“Prospecting Broker”) and the Client, effective as of the date of execution of the Agreement, and during the Subscription Term. The terms herein govern the scope of services provided by Prospecting Broker and the corresponding responsibilities of the Client.

Prospecting Broker is a service provided to insurance brokers, consultants, agents, and individual entrepreneurs, to help them in the process of reaching out to high-ticket and/or B2B prospects of their choice. To achieve this goal, the company uses various marketing and prospecting techniques, such as creating content for social media, email marketing, reaching out to the prospects directly through cold/warm calls, market research, lead magnets, sign-up forms, video content (editing), and other activities that are coordinated and agreed upon by the Client. 

Prospecting Broker facilitates introductions to media outlets and podcast hosts but does not guarantee placement, interview acceptance, or publication. Media features are subject to third-party approval, and Prospecting Broker shall not be held liable if the Client is not selected or if a scheduled appearance is canceled.

GENERAL SERVICE DESCRIPTION

Prospecting Broker will provide the following marketing and business development services (collectively, “Services”) to the Client to enhance their lead generation, branding, and client acquisition efforts. Each service is designed to help healthcare brokers attract 100+ life groups and convert them into long-term clients. 

Lead Generation & Prospecting

Target Audience Definition

Prospecting Broker shall identify and engage with prospects that align with the Client’s business objectives based on industry best practices, proprietary market research, and data-driven strategies. The Client’s prospects shall be selected based on the following criteria: 

1. Industry & Business Size. Companies operating within industries relevant to the Client’s services, with a minimum of 100 full-time employees or as otherwise agreed in writing. 
2. Decision-Making Authority. Individuals holding key decision-making roles, including but not limited to CEOs, CFOs, Controllers, members of the Board of Directors, HR Directors, and other executives with direct influence over employee benefits and financial decision-making. 
3. Geographical Scope. Targeted outreach shall be limited to geographical regions agreed upon by both Parties, taking into account jurisdictional regulations and market demand. 
4. Financial & Operational Visibility. Business with an operational history and financial standing indicative of their ability to transition from fully insured to self-funded models. 
5. Engagement & Responsiveness. Prospects shall be assessed based on their likelihood of engaging with the Client’s services, including prior expressions of interest, industry trends, and past interactions with similar offerings. 
6. Database Composition & Outreach Strategy
   Prospecting Broker shall compile and maintain a prospect database utilizing publicly available information, proprietary databases, and industry-specific resources. 

Client Collaboration & Refinement

The Client may, at its discretion, provide additional criteria or exclusions in writing, subject to Prospecting Broker’s ability to execute the requested notifications. Prospecting Broker shall have sole discretion in determining the feasibility of such refinements and reserves the right to adjust outreach strategies to maximize effectiveness. 

No Guarantee of Conversion

Prospecting Broker shall use its best efforts to curate and engage with high-quality prospects; however, the Client acknowledges that prospect selection does not guarantee engagement, conversion, or business acquisition. Prospecting Broker shall not be held liable for the outcome of interactions with identified prospects beyond the obligations outlined in this Agreement. 

LEAD SEARCH

Scenario 1: The Client Provides Leads From Their Personal Base

The Client (Broker) provides a list of companies that meet the prospecting criteria for the number of employees, and the need in a product or service provided by the Client. 

The list should include the following information: 

• Company Name
• Company Landline
• Email addresses of the decision makers
• Names of the decision makers (if available)
• Company headcount / Number of employees (if available)
• The renewal date / month (if available)

Scenario 2: Client Defines Ideal Prospect Parameters

The Client completes a form provided by Prospecting Broker, identifying their ideal Customer Avatar based on the following criteria: 

• Geographic Area
• Industry (2-3 sectors)
• Employee Count
• Company Structure (if applicable)
• Additional Specific Parameters

Scenario 3: Hybrid Approach

The Client provides an existing subscriber list or a list of prior contacts from the past 24 months, which will be separated from cold outreach. We create a follow-up sequence to re-engage these contacts. Additionally, the Client completes the Ideal Customer Avatar form, and a new cold outreach list is generated based on his profile. 

EMAIL SYSTEM FOR OUTREACH (Registration, Setup, Control)

Prospecting Broker registers a dedicated domain and creates an outreach email account (e.g., team@healthcareadvisor.com ) to prevent Client’s server overload. We develop a customized outreach strategy, using email marketing, outbound calls, and other engagement methods stated in this Agreement to introduce the Client to decision-makers and facilitate one-on-one meetings. 

Prospecting Broker employes a secure email marketing system, including a dedicated main server for email distribution with multiple SMTP servers t ensure email deliverability. 

Our unique method of setting up bulk mail allows adding multiple SMTP servers with multiple IPs with rotation. Thus your campaign will shoot with multiple rotating SMTP servers. 

We configure each SMTP server with a PowerMTA bounce handler which will process your hard bounces like a bad mailbox, bad domain, routing errors, inactive mailbox, spam-related and policy-related bounce codes. Thus your list will be clear from these bounces on the first run. 

Email authentication proves that an email comes from who it claims to be. It is a must to block harmful or fraudulent uses of email such as phishing and spam. The standard email authentication is SPF, DKIM, DMARC, and rDNS and our servers are configured with these DNS entries. 

The scope of work for creating a system for email blasts, is as follows: 

Setup of central server

• EMA (installation / database -Control Panel on the server)
• DNS (SPF, DKIM, DMARC, RDNS)
• Domain Purchase & Setup (sending / tracking / open / unsubscribe)
• SMTP login details (you will have full all-time access to the system and reports)
• Webmail (for replies and responses to the email received)
• Cron job setup for automatically scheduled sending
• Paid SSL certificate
• Dovecot
• Bounce processing automatically and FBL
• 1-2 IPs
• PMTAMC

Setup of Sending Servers

• PowerMTA – V5.0r3 Installation / Configuration
• Multiple IPs with a complete rotation 
• EMA (Email Marketing Application) installation / database 
• Control Panel
• DNS (SPF, DKIM, DMARC, RDNS)
• Domain Setup (sending / tracking / open / unsubscribe)
• SMTP login details
• Webmail (for replies and responses to the received emails)
• Cron job setup for automatically scheduled sending
• Paid SSL certificate
• Dovecot
• Bounce processing automatically
• Rotation IPs
• Auto warm-up scripter

EMAIL BLASTS (Promotional, Newsletter) – Content, Design, Distribution.

Prospecting Broker uses a new registered domain and server to distribute online content to the Client’s Prospects without affecting their primary domain, including:

• Monthly Newsletters
• Company and Industry Updates
• Emails With A Specific Call-To-Action (Book A Meeting, Get A Callback, Etc)
• Webinar Promotion (Registration, Appearance)
• New Video / Written Blog Post With Call-To-Action
• Social Media Channel Promotion

WEBINARS / LIVESTREAMS (Content, Registration Page, Presentation, Promotion, Recording Distribution)

Prospecting Broker carefully chooses a topic for each webinar or a livestream conducted by the Client, to make sure it meets the following criteria:

• The topic is relevant to the Client and their Segmented Prospect list;
• The topic solves an immediate problem for the Client’s Prospect;
• The topic can drive a specific action;

Promotional content creation for the Webinar includes: 

• Webinar description for the webpage
• Webinar description for the social media pages
• Webinar slogan for the banners and social media pictures
• Webinar description for the email blast
• Registration confirmation email
• A detailed script for a 30-minute webinar (the Client can read it off-screen via an online teleprompter)
• 2 Post-Webinar Emails with Call-to-Action
• Post-Webinar Recording Distribution Email

Presentation includes:

• Specific phrases from the Detailed Script to focus the viewer’s attention
• Relevant graphs, stats and data that will support the Webinar Script
• Pictures and animation in Client’s brand colors
• Client’s logo and brand colors

Promotion includes: 

• Email blast to the Prospect’s Leads (entire base or segmented list)
• Follow-Up email blast to the Registrants (giving additional reasons to show up)
• Creating Linkedin Event page and sending out invitations
• Publishing the Webinar on the Client’s website
• Webinar promotion calls to the Client’s Prospects (within the Prospecting Calls limit)

Post-Webinar Recording Distribution includes: 

• Webinar recap (short description, bullet points)
• Webinar Recording page on the Client’s Website
• Webinar Recording email to the registrants
• Webinar Recording promotion email to non-registrants (entire base or segmented list)
• Social media post (content, design)

LEAD MAGNETS – Content, Design, Distribution

Prospecting Broker creates lead magnets that serve to accomplish the following goals:

1. Keep connection with the Prospect throughout the year and remind them of our Client.
   The Prospects usually start looking at the options closer to their renewal date, To keep in touch with them throughout the year, brokers need to send out attention-grabbing information at the right time. 
2. Help prospects “raise their hand” on a specific problem they’re facing
   When certain prospects click, download or watch content with an ultra-specific topic, there’s a great chance they are interested in improving it. Prospecting Broker sends the notification on clicks to the Broker, and that creates an amazing opportunity to make a qualified call the Prospect. 
3. Get more qualified leads
   All lead magnets are being published on the Broker’s website and shared through their social media channels through gated system. New prospects can download such content by leaving their contact details.
   Example: Broker shared the lead magnet link and information on their social media. The Prospect liked / commented on the post. The Prospect’s friend list (or the followers list) can now see their action and the content shared by the Broker. They can click the link, leave their contact details, and download the lead magnet. The system recognizes it as “raising hand” and send notification to the Broker.
   

The types of lead magnets can include:

• Checklist
• Blueprint
• Research 
• Report
• Digest
• Newsletter

All lead magnets are designed using the Client’s logo and brand colors. 

Lead magnet distribution is realized through email blasts, social media sharing, website publications.

CONTENT DNA ROADMAP AND STRATEGY DESIGN

The Content DNA Roadmap is a foundational component of the services provided by Prospecting Broker, ensuring that all content aligns with the Client’s brand identity, messaging, and strategic objectives. This roadmap is developed once per year based on the Client’s goals and market position, with adjustments made as necessary upon Client approval. 

Every content asset created by Prospecting Broker – including social media posts, emails, videos, and marketing campaigns – will strictly adhere to the messaging strategy outlined in the roadmap. This ensures consistency in key messages, strengthens brand positioning, and enhances the effectiveness of all marketing efforts. 

Deliverables Included in the Content DNA Roadmap

Brand Identity And Positioning

• A clear articulation of what makes the Client’s brand unique, compelling, and different from competitors
• The principles and beliefs that guide the Client’s business and marketing strategy
• A defined communication style that ensures a consistent voice across all content and interactions

Buyer Psychology

• Age, gender, industry, role, and decision-making power
• Lifestyle, habits, and business challenges
• Emotional drivers, fears and aspirations

Inner Minimum, Inner Breakdown, Inner Maximum

• The baseline expectations the Client’s audience seeks
• The best possible outcomes they realistically envision
• The main challenges, frustrations, and aspirations that influence buyer behavior of this specific audience
• A breakdown of common objections prospects may have and how to address them through communication and messaging.

Key Messaging And Content Strategy

• A structured way to share the Client’s journey, mission, and impact in a way that resonates emotionally with the audience
• Identifies the Client’s place in the industry and how to communicate their competitive edge
• Tailored messaging for different customer segments to maximize relevance and engagement
• A set of high-impact content themes that establish the Client as an authority in their niche

Content Guidelines And Execution Framework

• The main topics and themes that all content will evolve around to ensure focus and consistency
• Guidelines on which types of content (blogs, social media posts, webinars, email campaigns, video scripts, etc) will be used to communicate key messages
• High-level suggestions for content timing, frequency, and key events to target throughout the year
• A set of predefined CTAs to be used across content to drive conversions and audience engagement.

Marketing And Brand Alignment Tools

• Recommendations on website structure, key messaging placement, and UX considerations to align with the brand identity
• A detailed breakdown of approved vocabulary, phrases, and tone considerations to maintain consistency across all written content
• Guidelines on how to interact with the audience through comments, direct messages, and content engagement
• How content should be aligned with sales outreach efforts to move prospects through the buyer’s journey

INDIVIDUALLY DESIGNED FIRST CALL SCRIPT (FOR THE CLIENT)

Prospecting Broker supplies the Client with a structured First Call Script and a Strategic Mindmap specifically designed to optimize the initial outreach process to the prospects identified in the Lead List.

The First Call Script is developed to facilitate effective communication between the Client and the prospect, with the primary objective of establishing a personal introduction and collecting information. To achieve this, the script: 

1. Outlines the main flow of conversation, ensuring a smooth and professional interaction
2. Defines the final goal of the call, which is to schedule a meeting with the Prospect to discuss the specific topic they have shown interest in
3. Includes key phrases and objection-handling strategies to help the Client navigate potential obstacles and keep the conversation progressing toward the desired outcome
4. Maps out multiple scenarios, anticipating the prospect’s possible responses, questions, concerns, or objections, along with recommended replies to keep the dialogue productive
5. Provides strategic guidance on how to steer the conversation based on the Prospect’s engagement level and stated interests. 

Each First Call Script and Mindmap is tailored to the Client’s specific needs, industry focus, and target audience. The structure allows flexibility, enabling the Client to personalize their approach while adhering to a proven framework that increases the likelihood of a successful appointment setting. 

Prospecting Broker provides the First Call Script and Mindmap as a strategic communication tool. The effectiveness of the script may vary based on individual execution, market conditions, and prospect responsiveness. This service is designed to enhance the Client’s ability to engage prospects effectively and drive meaningful conversations that lead to business opportunities. 

A CUSTOM-TAILORED FIRST MEETING SCRIPT AND PRESENTATION

Purpose and Scope

To maximize the Client’s chances of success, Prospecting Broker provides a custom-tailored first meeting script and presentation, designed to align with the Prospect’s specific needs, industry, background position, corporate and personal objectives, and other relevant data gathered through the prospecting process. 

This service ensures that the Client is well-prepared with a structured and professional approach, enabling them to communicate value effectively, anticipate objections, and navigate discussions confidently. 

Development and Customization

The Prospecting Broker team conducts a detailed analysis of each prospect to create a bespoke presentation and script that enhances engagement and conversion potential. The development process includes: 

Reviewing industry trends, the prospect’s company background, financial positioning, pain points, and key decision-making criteria

Structuring key talking points to align with the Prospect’s specific challenges and goals

Incorporating elements such as the Prospect’s name, position, and company-specific references to enhance relevance and engagement

Designing a logical conversation structure that guides the prospect through the key stages.

Providing preemptive responses to potential objections, ensuring the Client is equipped to handle challenges effectively. 

Delivering a professional slide deck or supporting materials to visually reinforce key messaging.

Additional Support And Continuous Improvement

Pre-Meeting Coaching (Optional) – if requested, a briefing session can be scheduled with the Prospecting Broker team to refine delivery, address concerns, or clarify key points before the meeting. 

Post-Meeting Review – The Client shall provide feedback on the meeting’s outcome, allowing for future optimization in approach, script structure, and presentation style. 

Ongoing Strategy Alignment – Prospecting Broker continuously refines its materials based on the Client’s feedback, industry trends, and performance analytics to enhance future prospecting success. 

COLD DIALS

Prospecting Broker’s sales team will manually conduct cold calls to the Client’s prospects using an individually designed script, which will be adjusted and/or approved by the Client. No automatic calls with recorded voices will be made. The calls will be strategically executed to maximize engagement and conversion opportunities, focusing on high-value decision-makers with target companies. 

Definition of Cold Dials

For the purpose of clarification, “cold dials” refers to dials made to prospects that are within the Client’s existing prospect base but have not yet scheduled a meeting. These prospects may have been identified through prior outreach efforts, marketing campaigns, or referrals, but have not yet engaged in a direct conversation or formal meeting with the Client. 

Objective

The primary objectives of the cold dials include, but are not limited to: 

1. Gathering detailed intelligence on the Client’s prospects, including identifying decision-makers, obtaining direct contact details, and collecting relevant information about their current healthcare plan.
2. Introducing the Client and their brokerage services to the prospect to establish initial rapport. 
3. Scheduling a meeting between the Client and the Prospect to discuss potential collaboration. 
4. Leaving voicemails with a compelling message and following up with an email and/or social media outreach to reinforce engagement. 

Manual Calling And Script Flexibility

All calls will be made manually by real sales representatives – no robocalls, automated dialers, or pre-recorded messages will be used. Prospecting Broker will use the call script agreed upon with the Client as the foundation for outreach efforts. However, real-life conversations are dynamic and may take different directions depending on the Prospect’s response. It is impossible to script every scenario word-for-word. 

Prospecting Broker team will remain within the structure of the agreed-upon script ensuring alignment with the Client’s goals while adapting naturally to conversations to maximize engagement and lead quality.

Compliance And Legal Considerations

The Client acknowledges that calling and telemarketing activities are subject to various laws and regulations, including but not limited to the Telephone Consumer Protection Act (TCPA), CAN-SPAM Act, General Data Protection Regulation (GDPR), and other applicable state, federal, or international laws governing outreach communications. 

Prospecting Broker will conduct outreach activities solely using publicly available or corporate business contact information, such as switchboard numbers, direct corporate lines, or verified business email addresses. Such business contact details are not considered personal data under most privacy frameworks (including GDPR), and therefore may be used for legitimate business-to-business communication. 

Prospecting Broker will conduct calls within standard business hours and in accordance with best practices to enhance response rates and maintain professionalism. 

The Client agrees to indemnify and hold Prospecting Broker harmless against any claims, penalties, or legal actions arising from non-compliance with applicable telemarketing laws or misuse of collected data. 

Limitations And Performance Disclaimer

Prospecting Broker does not guarantee specific outcomes, such as successful meetings, conversions, or client acquisitions, as these depend on various external factors, including prospect responsiveness and marketing conditions. 

While every effort is made to optimize call scripts and outreach strategy, the effectiveness of cold dials is influenced by the Client’s market positioning, value proposition, and follow-up efforts. 

ONE-ON-ONE COACHING CALL WITH MARGO WHITE

This is a weekly practice session with live prospecting calls, and review of the previous outreaches. During the coaching call, the Client dials the “warm” prospect list. Every call is analyzed, and the relevant adjustments are pointed out – such as tonality of voice, certain words and phrases, following the script, and other.

We also practice meeting presentations and roleplay challenging situations, questions and objections to make sure the Broker is prepared for anything that might come their way. 

Prospecting Broker records and transcribes every practice session, to ensure the Broker has access to the important notes any time. 

The 60-minute session is usually divided into following sections (unless otherwise agreed with the Broker): 

Prospecting calls + review – 30 min
Meeting presentation / script + review- 30 min

SHORT VIDEOS FOR SOCIAL MEDIA PLATFORMS

Micro Video Content is easy to watch and engage, as well as favored by the social media algorithms. They will help a Broker in spreading the key messages of their campaign, grab the prospects’ attention, and position the Broker as an expert in their field. 

Prospecting Broker takes care of the entire process – from script creation, to video editing and publishing. The process is simple and easy, and requires minimal involvement from the Broker. 

• Prospecting Broker creates a script for a short 1-minute video
• The Broker records a video on their phone or computer, using the script.
• The Broker sends the video (raw files) to Prospecting Broker via email or WatsApp
• Prospecting Broker edits the video with the Broker’s logo, colorful subtitle, captions with emojis, pictures, etc – and sends for the Broker’s approval.
• Prospecting Broker publishes the video on the Broker’s social media platforms (if required).

“WARM LEADS” NOTIFICATIONS ON WHATSAPP

Prospecting Broker will provide the Client with direct notifications via WhatsApp regarding companies or individuals who have demonstrated interest (“raised their hand”) in the Client’s services. Such interest may be expressed through various engagements, including but not limited to: 

• Conversing with our cold call center team
• Downloading a lead magnet
• Attending a webinar
• Any other form of interaction that indicates a level of interest in the Client’s services. 

Client’s WhatsApp Number Requirement

The Client acknowledges and agrees that the WhatsApp number provided upon registration must be personally owned and controlled by the Client. This number will be used as the designated channel for receiving notifications. The Client is responsible for ensuring that the registered WhatsApp number remains active and accessible throughout the duration of the Agreement. 

Authorized WhatsApp Communication

All official “Warm Leads” notifications from Prospecting Broker will be send exclusively from the WhatsApp number +1 747 767-27-34 (hereinafter, the “Authorized Number”). Any communication purportedly originating from Prospecting Broker but sent from a different number shall not be deemed valid. The Client agrees that only information received through the Authorized Number shall be considered official under this Agreement. 

Client’s Role In Lead Follow-Up

Upon receiving a Warm Lead Notification, the Client may: 

• Directly follow up with the prospect, or
• Provide instructions to Prospecting Broker on how to proceed with the lead (e.g. sending an email, assigning follow-up calls to the cold call center team, or implementing alternative outreach strategies).

Limitation of Liability

Prospecting Broker shall not be responsible for any missed, delayed, or unread WhatsApp notifications due to the Client’s failure to maintain an active and accessible WhatsApp account. Additionally, Prospecting Broker is not liable for any miscommunication or fraudulent messages received from unauthorized numbers. 

APPEARANCE ON A PODCAST

Appearance on podcasts allows the Client to share their statements, raise awareness, establish themselves as an expert, and get engaging content for their social media. 

Prospecting Broker will create a Podcast Guest Profile for the Client, which includes their areas of expertise, key discussion topics, social media links, relevant video or written content (if available), and a summary of why they make a valuable guest.

After the Client reviews and approves the profile, Prospecting Broker will reach out to suitable podcast hosts, confirm interest, and coordinate the interview topic and scheduling.

Prior to recording, Prospecting Broker will prepare show notes, suggested talking points, questions, and relevant background data to ensure the Broker’s appearance is smooth, professional, and well-aligned with the host’s show. Where appropriate, Prospecting Broker may also provide sample questions and briefing materials to the host to help maintain message consistency.

Following the recording, Prospecting Broker will obtain the show’s final video or audio file (if permitted) and produce several short promotional video clips featuring the Broker. Once the episode is published, Prospecting Broker will create a blog post with a link to the episode (upon request) and distribute the content across the Broker’s social media channels and in the next newsletter.

Prospecting Broker facilitates introductions to podcasts and media outlets but does not guarantee guest placements or appearances. All media participation is subject to third-party approval, and Prospecting Broker is not liable for non-selection, cancellation, or any editorial decisions made by external hosts or media entities.

CONDUCTING RESEARCH ON BEHALF OF THE BROKER

Market researches that include data are widely shared by many media portals and bloggers. Publishing market researches regularly gives Brokers free publicity, not to mention an additional strong tool to engage their existing prospects. We took the research process on a whole new level. 

1. Prospecting Broker chooses a narrow topic for a specific industry, position, or geographic area where the Client operates. We segment companies from the Client’s Prospecting List and choose those who match the research criteria. This is one more opportunity to reach out to the Prospects before the renewal date, and remind them of the Client. 
2. The next step is creating a script, 4 or 5 questions (the answer to which would usually be “yes” or “no”), and confirming research materials with the Client.
3. Call Center reaches out to 100 segmented companies, uses the script, asks questions, and collects the data. 
4. Our marketing team takes all the relevant information from the Call Centre, writes an outline and a description to it, includes the Client company promotion materials and the Call-to-Action.
   
5. The designers transfer all the data into charts, put together a Presentation using the Client’s brand colors, and provide the final result in PDF file.
   
6. Prospecting Broker marketing team creates call-to-action content and visual materials to promote the Research Paper on the Client’s website, social media channels, and through the email marketing campaign.
   
7. We send the Research Paper to the Client’s Prospects who participated in Q&A, thanking them for their contribution.
   
8. The last step is informing the relevant media sources and podcast hosts, and offering them to publish the research charts, data, and their comments.
   

GHOSTWRITING A BOOK ON CLIENT’S ACTIVITY

The main goal for the book is to send it out as a physical “lead magnet” to the Client’s Prospects, and establish the author as an expert in the brokerage world. 

Prospecting Broker team helps every Client become a published author, regardless of the writing experience. Our process is smooth and pain-free for your busy schedule. The book is put together based off the comments the Client gave on previous interviews, the Content DNA file our team created for them,  and a couple of sessions that were dedicated exclusively to the book topic. 

1. The book’s positioning, target audience, hook, and promise to the reader. 
2. Manuscript outline (main idea, tone of voice, style, themes, personal stories abd case studies of the Client, etc) and content structure for each chapter.
3. Ongoing editing – available to the Client upon completion of each chapter. 
4. Book design, cover. 
5. Publishing (online and offline)

Subscription Plan Selection & Scope of Services

The Client may select only one subscription plan under this Agreement. The selection is made at the payment gateway and checkout, and the services outlined in this Annex B will be provided strictly in accordance with the chosen plan. The Client acknowledges that they are entitled only to the services included in the specific package selected at the time of payment. Upgrades, modifications, or additional services beyond the selected package will require a separate agreement and additional payment.

Prospecting Broker Package

The Prospecting Broker Package provides a comprehensive suite of lead generation, marketing, and personal branding services tailored for healthcare brokers. The scope of services under this package includes:

1. Lead Generation & Outreach:
   • Access to a database of up to 500 leads annually.
   • 200 calls per month, conducted using an approved script with recorded calls and reporting.
2. Email Marketing:
   • 4 email blasts per month, including promotional campaigns and newsletters.
   • Content creation, design, and distribution of all email campaigns.
3. Webinars & Lead Magnets:
   • 2 webinars per month, including content development, registration page creation, presentation design, promotion, and post-webinar recording distribution.
   • 2 lead magnets per month, covering content creation, design, and publication (distributed via social media and email marketing).
4. Sales Scripts & Meeting Preparation:
   • Custom-designed First Call Script tailored to the Client’s needs.
   • Individually crafted First Meeting Script and Presentation to enhance client engagement.
5. One-on-One Coaching & Consultation:
   • 4 personalized coaching calls per month to refine prospecting and sales strategies.
6. Social Media & Content Strategy:
   • 8 short-form videos per month for social media platforms, including content creation and editing.
   • Content DNA Roadmap & Strategy Design, ensuring alignment with the Client’s brand positioning and messaging.
7. Daily Lead Notifications:
   • “Warm Leads” notifications sent via WhatsApp daily, providing real-time updates on engaged prospects.
8. Personal Branding Support:
   • Guest appearance on one podcast per month to enhance industry authority.
   • Quarterly research and media distribution to establish thought leadership.
   • Annual ghostwriting of a book (up to 100 pages) covering the Client’s expertise and professional journey.
9. Additional Services:
   • Development of a Broker’s Consulting Agreement, including service description and promotional content.
   • Uploading of all produced content to the Client’s website upon request.

Laser Prospecting Package

The Laser Prospecting Package includes all services offered in the Prospecting Broker Package with an intensified prospecting strategy designed to achieve higher conversion rates and targeted outreach. This package includes:

1. Advanced Lead Targeting:
   • Laser prospecting for 30 companies, targeting 100+ life groups with a customized strategy aimed at maximizing conversion rates.
2. Enhanced Marketing & Outreach:
   • 400 cold calls per month, doubling outreach efforts with recorded calls and detailed reporting.
   • 16 email blasts per month, segmented and tailored to different audience groups for improved engagement.
   • 4 webinars per month, expanding thought leadership and client acquisition efforts.
   • 4 lead magnets per month, designed and distributed to increase audience engagement.
3. Intensified Coaching & Training:
   • 8 personalized coaching calls per month to support the Client’s business development and sales processes.
4. Expanded Social Media Strategy:
   • 16 short-form videos per month, with high-quality content creation and editing for maximum visibility and engagement.
5. Daily High-Priority Lead Alerts:
   • “Hot Leads” notifications sent via WhatsApp daily, ensuring real-time updates on high-conversion prospects.
6. Fourth Quarter Growth Accelerator:
   • Double marketing activity for three months (Q4 only) to maximize year-end prospecting efforts, including:
     • 2X email campaigns, prospecting activity, and content distribution to enhance lead generation efforts.

Objective

The following roadmap outlines the phased implementation of Prospecting Broker’s services to ensure full operational readiness within four weeks. Upon completion of the initial setup phase, all core activities will be automated and systematically executed on a recurring basis. 

Week 1. Infrastructure And Strategic Foundation

Key Deliverables: 

Lead sourcing parameters defined and initial database prepared
Email outreach infrastructure established (dedicated domain, SMTP configuration, email authentication)
Content DNA Roadmap finalized
First Call and First Meeting Scripts drafted
Personal branding framework initiated

Client Responsibilities

Provide lead list or complete Ideal Customer Avatar form
Approve outreach domain setup
Review Content DNA Roadmap draft
Record a Q&A session with Prospecting Broker representative for social media videos

Week 2: Campaign Activation & Content Development

Key Deliverables: 

Cold email outreach launched (initial sequences live)
First round of cold calls initiated (100 dials)
Wedinar strategy finalized, registration page set up, promotional campaign initiated
First Lead Magnet developed and integrated into outreach campaigns
Social media content creation in progress (first videos edited and scheduled for publication.

Client Responsibilities: 

Review and approve webinar topic and promotional content
Provide input for Lead Magnet content
Begin engagement with WhatsApp Hot Leads notifications

Week 3: First Engagement Cycle And Refinement

Key Deliverables: 

First webinar executed, post-webinar engagement campaign launched
Lead magnet distributed across email and social platforms
Cold call outreach continues (100 dials)
Email outreach refined based on initial response rates
First coaching session conducted with Margo White

Client Responsibilities:

Participate in first webinar and post-webinar engagement
Review and approve follow-up email sequences
Attend first coaching session and provide feedback
Record a Q&A session with Prospecting Broker representative for social media videos

Week 4: Optimization And Scaling

Key Deliverables: 

Full-scale cold outreach execution (emails and calls)
Second webinar and Lead Magnet prepared for launch
WhatsApp Hot Leads notifications fully operational and integrated into follow-up process
Social media presence enhanced with additional video content
Second coaching session conducted with Margo White

Client Responsibilities: 

Attend second webinar and incorporate feedback
Review and approve second Lead Magnet and webinar strategy
Participate in second coaching session
Continue engagement with WhatsApp Hot Leads notifications

Upon the successful completion of the initial 4-week implementation phase, all key systems and processes will be fully operational. The following structured plan ensures that each component continues to function effectively, with ongoing adjustments and optimizations to maximize lead generation engagement and conversion rates.

Monthly Execution Plan

Lead Generation & Outreach

• 5000 Leads / Year sourced, segmented, and updated as needed
• 400 Cold Dials / Month (conducted to establish direct contact with decision-makers
• Daily WhatsApp Hot Leads Notifications delivered, ensuring immediate prospect engagement

Email & Content Distribution

• 8 Email Blasts / Month sent to segmented prospect lists, including promotional content, webinar invites, industry insights, and follow-ups
• 2 Lead Magnets/Month created and distributed to build authority and capture new prospects

Webinars & Personal Branding

• 2 Webinars/Month hosted, with full pre-event promotion, presentation preparation, and post-webinar follow-up
• 8 Short Videos/Month produced and published for social media, strengthening personal branding and thought leadership

Coaching & Continuous Improvement

• 4 Individual Coaching Calls/Month with Margo White, including live prospecting sessions and performance analysis
• First Call & First Meeting Scripts refined based on real-world interactions and engagement analytics

Quarterly Performance Review And Adjustments

Every 90 days, the effectiveness of all campaigns and outreach strategies will be assessed. Adjustments will be made based on: 

• Lead engagement metrics (open rates, response rates, call success rates)
• Conversion performance (meetings blocked, follow-ups completed)
• Webinar attendance and engagement trends
• Social media and branding reach

Based on these insights, the Content DNA Roadmap and outreach strategies will be updated to ensure continued alignment with market needs and client objectives. 

Long-Term Growth And Scaling Strategy

Beyond the initial setup and execution, the system is designed to scale seamlessly. As lead lists expand and outreach sequences evolve, additional high-value engagement strategies may be introduced, including: 

• Podcast Appearances to further establish industry authority
• Advanced Market Research Initiatives for deeper data-driven outreach
• Custom Thought Leadership Content tailored for executive-level engagement