You win when you get in the room. The hard part is getting in the room every week, and not only when a referral or a renewal lines up. The PPS Build gives you a system that opens doors, written for you.
You open your calendar Monday morning and block an hour to prospect. Then a renewal goes sideways, a client needs their census fixed, and a carrier rep wants a call. By Friday you've made three dials and sent one email you rewrote four times.
Next month your pipeline looks thin, so you scramble. The month after, you're busy again, so you stop. Feast, then famine.
I've watched this play out in agencies with nine producers and in practices with one. The producers who break the cycle have one thing the others don't: a system that tells them who to go after, what to say, how to say it and when to say it. Agencies hire me to build that system for their whole team. The PPS Build gives you the same system, built for one producer.
Four parts, one system. You build each part as you work through the course.
Clarity before pursuit
Your ideal account written down with precision, so your hours go to the accounts you're built to win.
14 touches · 40 days · 6 channels
A prospecting sequence timed to renewal dates and x-dates. Every message gives value before it asks for anything.
First touch to close
Follow-up that keeps you present from the first conversation to the closed deal. Each touch brings the prospect something worth opening, so you can retire "just checking in" for good.
AI amplifies all
AI prompts that help you research and write faster, in your own voice, so you spend more of your week with prospects.
This is the engine you'll run every week, aimed at your own accounts.
Phone, email, LinkedIn, text, mail and in person, spaced so the prospect hears from you without being chased.

Swipe to see all 14 touches.
Standard prospecting takes about 100 attempts to land one appointment. One 1440 batch of 20 target accounts books 3 to 4 first meetings, and nobody gets dropped.

Swipe to compare both sides.
Between every meeting, the prospect gets something worth opening. No "just checking in."

Swipe to follow the whole deal.
You build it, we write your runbook from what you build, and we coach you while you run it.
01 · The Course
Six videos. Each one comes with a section of your intake to finish before you move on, so you build while you watch.
02 · Built for You
Written from your intake: your target accounts, your words, your case stories. Scripts for the full 1440 and the Value Cadence, plus your pipeline math: how many conversations it takes to hit your goal and how many hours a week that costs. I review every runbook before it reaches you.
03 · One Year
Your runbook on screen, your weekly scoreboard, and the AI prompts that help you write faster in your own voice.
04 · One Year
Live group coaching with Chad and me every week. Bring live deals, messaging and objections, and we work them in the room.
05 · One Year
Your AI coach inside Producer HQ, built on your own runbook. Paste your meeting notes and it drafts your next touches. Paste a draft and it checks it against the system. Practice objections, get a read on your scorecard, and fit any script to a specific prospect.
This is for you if
This isn't for you if
You do the building. We do the writing and the coaching.
I built this system inside agencies before I offered it to individual producers. Here is one regional benefits agency, seven months in.
"Just sold my 1st group 100% following the process. ... I know I have been doing this a long time, but finally I have a real roadmap THAT WORKS."
VP of Sales, Benefits Firm"Getting first appointments has become much easier. Pipeline is filled up and I'm doing better than I ever have during my five years in this business."
Sales, InsuranceResults from agency engagements. Yours depend on the work you put in.
Most systems hand you a template and wish you luck. Yours starts from your intake: your accounts, your stories, your voice. Then you bring it to a live call every week, where Chad and I help you work the deals that stall.
Your runbook works out the real number: how many conversations you need and how many hours a week they take. You'll see that number before you start, and the system tells you what to do with each hour.
Yes. Agencies get live build sessions with Chad and me. You get the course and a runbook written for you, at a price that fits one producer.
Usually 5 to 7 business days after you finish your intake. We post it to Producer HQ and email you when it's ready.
Your membership renews automatically at $97 a month and keeps Producer HQ, the Producer Coach and the weekly call. Cancel anytime.

Founder, SOS
More than twenty years in high-performance sales and leadership, building the systems that take owners out of the pipeline.

Partner
Partner at Blueprint Consulting Group since 2005, coaching insurance and benefits producers to win once they're in the room. Co-author of Blue Ocean Advisor and creator of Prospecting PhD.
$1,997 for the course, your runbook, and a year of Producer HQ, the Producer Coach and the weekly call. Then $97 a month, renewing automatically. Cancel anytime.
Join the Producer TrackQuestions? [email protected]