Campaign Execution & Operational Command
Operational overview driving early registrations ahead of the October 31 early-bird deadline. Click any section below to edit.
| Date | Channel | Owner | Key Action Item & Milestone |
|---|---|---|---|
| Sept 15 (Tue) | Email & Print | Candice | Deploy Email 1 (Organizer send). Finalize 5x7 printed invite order with Alisa. |
| Sept 17 (Thu) | Social & Calls | Alisa | Publish LinkedIn Post #1 on Ken's profile. Execute Call Blitz #1 (Email 1 clickers). |
| Sept 21 (Mon) | Direct Mail | Candice | Mail physical invitation packages directly to target corporate C-suite offices. |
| Sept 22 (Tue) | Candice | Deploy Email 2 (Founder Send from Ken's address). | |
| Sept 24 (Thu) | Social & Calls | Alisa | Publish LinkedIn Post #2 on Ken's profile. Execute Call Blitz #2 (Ken's email clickers). |
| Oct 1 (Thu) | Social & Calls | Alisa | Publish LinkedIn Post #3 on Ken's profile. Execute Call Blitz #3 (Delivered mail recipients). |
| Oct 8 (Thu) | Social & Calls | Alisa | Publish LinkedIn Post #4 on Ken's profile. Execute Call Blitz #4 (Prospectus views). |
| Oct 15 (Thu) | Social & Ads | Candice & Alisa | Alisa: Post #5 on Ken's profile & Call Blitz #5. Candice: Shift ad creative to Oct 31 cutoff. |
| Oct 22 (Thu) | Social & Calls | Alisa | Publish LinkedIn Post #6 on Ken's profile (1 Wk Left). Execute Call Blitz #6 (Top 50 accounts). |
| Oct 27 (Tue) | Candice | Deploy Email 3 (Pre-Deadline Reminder - 4 days left). | |
| Oct 29 (Thu) | Social & Calls | Alisa | Publish LinkedIn Post #7 on Ken's profile (48 Hours Left). Execute Call Blitz #7 (Email 3 clickers). |
| Oct 30 (Fri) | Email & Calls | Candice & Alisa | Candice: Deploy Email 4 (Final Morning Nudge). Alisa: Final last-chance call blitz. |
Candice — Event Organizer (15 Hours/Wk):
Alisa — Event Organizer (15 Hours/Wk):
Today's date highlights dynamically. Pre-scheduled tasks are grouped under dedicated Candice and Alisa subheaders for each calendar day.
Enable same-day dashboard alerts or import all post dates into Google Calendar for reliable notifications when this page is closed.
Manage target executive contacts, custom action steps, target dates, and interaction notes.
| Contact & Company | Email & Phone | Segment | Owner | Target Date | Status Step | Editable Notes & History | Remove |
|---|---|---|---|---|---|---|---|
| Sarah Jenkins Mutual Life Group |
s.jenkins@mutuallife.com (312) 555-0192 |
Carrier | Candice | Sept 17, 2026 | Clicked Email 1 - Target for 2 complimentary carrier passes. | ||
| Michael Chang Apex IMO Network |
mchang@apeximo.com (212) 555-0843 |
Distributor | Alisa | Sept 24, 2026 | Downloaded prospectus PDF; interested in 1-to-1 carrier meetings. |
All cells below are editable. Click any row or text block to adjust numbers or strategies.
| Channel / Line Item | Recommended Spend | Execution Details |
|---|---|---|
| LinkedIn Matched Audiences | TBD | Targeted feed ads to uploaded contact list. |
| LinkedIn InMail Ads | TBD | Direct sponsored InMail to C-suite targets. |
| 5x7 Gold Foil Invites (500) | TBD | Heavy cardstock with custom QR code. |
| Envelopes & Custom Seals | TBD | Branded executive envelopes designed by Alisa. |
| First-Class Postage | TBD | Mailed Sept 21 for arrival before Oct 1. |
| TOTAL CAMPAIGN BUDGET | TBD | Sept 15 – Oct 30 Campaign Window |
1. Group & Objective: Create campaign group ITX Derby 2027. Choose Website Visits objective.
2. Upload List: Navigate to Plan > Audiences > Create Audience > List Upload. Upload master email CSV.
3. Job Title Layering: Layer with titles (VP Distribution, Chief Marketing Officer, BGA Principal, IMO President).
4. Creative Rotation:
• Sept 15–Oct 5: Single image graphics featuring Churchill Downs visuals.
• Oct 6–Oct 30: Urgency graphics: "2 Complimentary Passes End Oct 31."
5. Daily Budget: Set optimal daily spend with automated bidding to drive traffic to booking link.
Add an empty box and type anything you need inside it.
Connect the team calendar once. Meetings scheduled in Google Calendar will then appear in the live agenda below.
Find this under Google Calendar → Settings → select the calendar → Integrate calendar → Calendar ID. Team members must be signed into a Google account that can view a private calendar.
Click inside any email block below to edit email copy directly.
Subject: Following up on ITX Derby 2027 Hi <>, Ron Hensel, President of InsurTech Express, recently sent over an invitation to ITX Derby 2027. He asked me to reach out to make sure you have everything you need to plan ahead. As one of the event organizers, I wanted to check in directly while our early registration perks are active: * The Event: ITX Derby (April 28–29, 2027 in Louisville, KY) * The Experience: High-value networking bringing together carrier executives with premier BGAs, IMOs, FMOs, and top producers for curated 1-to-1 meetings and live racing at Churchill Downs. * Early Registration Perk (Ends Oct 31): Your first 2 tickets are complimentary, and tickets 3 and 4 are $500 off. Standard pricing starts November 1. Do you have 15–20 minutes in the next couple of weeks for a quick call? My co-organizer Alisa and I would love to talk through how ITX Derby fits into your 2027 strategy and walk through available carrier sponsorship and exhibit options. [Book a 15-Minute Chat with Us] [View the ITX Derby Prospectus] Best, Candice ITX Derby Organizer | InsurTech Express
Subject: Following up on ITX Derby 2027 Hi <>, Ron Hensel, President of InsurTech Express, recently sent over an invitation to ITX Derby 2027. He asked me to reach out to make sure you have everything you need to plan ahead. As one of the event organizers, I wanted to check in directly while our early registration perks are active: * The Event: ITX Derby (April 28–29, 2027 in Louisville, KY) * The Experience: Direct access to decision-making carrier executives through curated 1-to-1 meetings to build your 2027 product pipelines, plus live racing at Churchill Downs. * Early Registration Perk (Ends Oct 31): Your first 2 tickets are complimentary, and tickets 3 and 4 are $500 off. Standard pricing starts November 1. Do you have 15–20 minutes in the next couple of weeks for a quick call? My co-organizer Alisa and I would love to talk through where ITX Derby fits into your 2027 plans and secure your leadership team's passes. [Book a 15-Minute Chat with Us] [View the ITX Derby Prospectus] Best, Candice ITX Derby Organizer | InsurTech Express
Subject: 2027 carrier alignment: ITX Derby Hi <>, I know Ron, Candice, and Alisa have reached out over the last week or two regarding ITX Derby 2027, but as executive teams map out 2027 budgets, I wanted to send a quick personal note. When I founded InsurTech Express, the goal was to build high-value spaces for industry leaders to connect. ITX Derby (April 28–29, 2027 in Louisville) is shaping up to be a premier gathering for carrier leadership and top distribution partners, and I would personally love to have your team involved. Our team is helping carrier partners lock in their spots before early registration closes on October 31 (which includes two complimentary passes before standard pricing takes effect November 1). If you’d like to discuss high-level sponsorship involvement or tailoring the experience for your team, feel free to reply directly to me—or grab a quick 15-minute slot on Candice and Alisa's calendar below. [Book 15 Minutes with Candice & Alisa] [View the ITX Derby Prospectus] Best, Ken Founder, InsurTech Express
Subject: 2027 distribution growth: ITX Derby Hi <>, I know Ron, Candice, and Alisa have reached out over the last week or two regarding ITX Derby 2027, but as distribution leaders finalize 2027 travel schedules and plans, I wanted to send a quick personal note. When I founded InsurTech Express, the goal was to give BGAs, IMOs, FMOs, and top producers direct, unhindered access to carrier executives. ITX Derby (April 28–29, 2027 in Louisville) is built around those exact 1-to-1 conversations. Our team is helping distribution partners claim their spots before our early registration window closes on October 31 (includes two complimentary passes). If you’d like to discuss how we can tailor the experience for your leadership team, feel free to reply directly to me—or grab a quick 15-minute slot on Candice and Alisa's calendar below. [Book 15 Minutes with Candice & Alisa] [View the ITX Derby Prospectus] Best, Ken Founder, InsurTech Express
Subject: Quick heads up: ITX Derby carrier savings end Oct 31 Hi <>, I’m following up on my previous note as we near the end of the month. Early registration savings for ITX Derby 2027 (April 28–29 in Louisville) wrap up on October 31. If you're mapping out your 2027 executive calendar, this is the best window to secure your spots before standard rates kick in: * Tickets 1 & 2: Complimentary * Tickets 3 & 4: $500 off * Standard Pricing: Begins November 1 Alisa and I are currently finalizing custom sponsorship and exhibit packages for carrier partners. If you want to claim your passes or discuss high-visibility options for your executive team, let's connect for 15 minutes before the deadline. [Book 15 Minutes with the Organizers] [View the ITX Derby Prospectus] Best, Candice ITX Derby Organizer | InsurTech Express
Subject: Quick heads up: ITX Derby savings end Oct 31 Hi <>, I’m following up on my previous note as we near the end of the month. Early registration savings for ITX Derby 2027 (April 28–29 in Louisville) wrap up on October 31. If your distribution team is mapping out 2027 events, this is the best window to secure your passes before standard rates kick in: * Tickets 1 & 2: Complimentary * Tickets 3 & 4: $500 off * Standard Pricing: Begins November 1 Alisa and I are finalizing 1-to-1 meeting schedules between carriers and top distribution leadership. If you want to claim your team's passes or discuss custom options, let's connect for 15 minutes before Friday. [Book 15 Minutes with the Organizers] [View the ITX Derby Prospectus] Best, Candice ITX Derby Organizer | InsurTech Express
Subject: Final day for complimentary ITX Derby carrier passes Hi <>, Quick heads up—today is the last day to claim your 2 complimentary executive tickets (plus $500 off tickets 3 & 4) for ITX Derby 2027 before standard pricing kicks in tomorrow. If you'd like to lock in your passes or chat through exhibit and sponsorship options before rates change, grab a quick time on our calendar today: [Book 15 Minutes with Us] Best, Candice ITX Derby Organizer | InsurTech Express
Subject: Final day for complimentary ITX Derby passes Hi <>, Quick heads up—today is the last day to claim your 2 complimentary tickets (plus $500 off tickets 3 & 4) for ITX Derby 2027 before standard pricing kicks in tomorrow. If you'd like to lock in your distribution team's passes before rates reset on November 1, grab a quick time on our calendar today: [Book 15 Minutes with Us] Best, Candice ITX Derby Organizer | InsurTech Express
Save Google Sheets, Prospectus PDFs, Canva invite designs, and media files in one master location.
| Asset Title | Category | Link | Date Added | Delete |
|---|---|---|---|---|
| Master Call Log & Lead Sheet | Spreadsheet | Open Google Sheet ↗ | Sept 11, 2026 | |
| ITX Derby 2027 Prospectus PDF | Prospectus PDF | View Prospectus ↗ | Sept 11, 2026 |