FamilyFirstPlan.org is built around what you do best: mortgage protection and final expense, with the IUL head start alongside. Three landing pages, three free calculators that give a stranger a personal number in 60 seconds, a membership that is free for life, 31 tools, 14 courses, badges, a community where you are the expert, and a back office where every lead, call request and message lands. It is live right now at a preview address. FamilyFirstPlan.org becomes the home the moment the domain is pointed at the site, and nothing you or your members do in the meantime is lost.
Live nowpreview addressFinal home FamilyFirstPlan.org, once the domain is pointed at the siteBuilt for Sydney Troski, licensed life and wealth strategistPrepared September 4, 2026 by Launch Automation
The full reference for everything you own: every page, the strategy, your plan, support and the FAQ. Private to you, like this guide.
FamilyFirstPlan.org home page
One site, three parts
Sydney, the public site is the lead magnet: a homeowner, a parent or someone thinking about their own funeral runs a number, sees it, and joins for free. Every join is a lead that lands in your back office with the plan they saved. The membership keeps them coming back with a score to raise, tools, courses, badges and a community. The back office is where you work the leads, book the calls and answer the messages.
Calculators
3
Keep the House, Cover the Goodbye, Head Start
Courses
14
Four to six lessons each, a five-question quiz, printable certificates
Member tools
31
Saved per member, linked from lessons
Badges
19
5 levels, points, a leaderboard
By the numbers
Courses
14
Four to six lessons each, a five-question quiz, a printable certificate
Lessons
75
Written in plain language for a phone screen
Quiz questions
70
A pass earns the certificate and the points
Money tools
31
Saved per member, linked from the lessons
Badges
19
Each one unlocks with a celebration on screen
Levels
5
Driven by points, shown on the leaderboard
FAQ answers
122
Marked up so search engines and AI assistants can quote you
Pages
24
Public, member and back office pages, one design
Database tables
16
Members, plans, leads, courses, messages, events
Lighthouse
100
SEO, accessibility and best practices, every public page
Screen widths tested
8
From a 320px phone to a 1920px monitor
Hours from you
0
It arrived finished, on your address
Every major component
Three calculators
Keep the House, Cover the Goodbye and Head Start. Sixty seconds each, no email needed to see the number.
Saved plans
Every result can be saved and shared on a private link, so a spouse or an adult child sees the same number.
Free membership
Accounts, sign-in, password reset by message, and a membership that stays free for life.
The dashboard
Their plan, their Family Ready Score, the month they logged and the next thing to do.
14 courses
75 lessons, a quiz each, a printable certificate with its own code.
31 money tools
Calculators and planners saved per member and linked from the lessons that need them.
The community
Posts, replies and likes, with your answers carrying a Strategist chip so everyone can see who you are.
Messages and broadcasts
Message one member, a filtered group, or everyone at once. Announcements post to the whole membership.
Badges, points, levels
19 badges across 5 levels, each one unlocking with a celebration on screen.
The back office
Eight tabs: overview, leads, members, calls, community, courses, broadcast and marketing. CSV export on the leads.
Call requests
A member asks for a call from inside the site, and it lands in the Calls tab with the time they prefer.
Search and AI visibility
Structured data on every page, 122 FAQ answers written to be quoted, a sitemap, an llms.txt and a member area hidden from search.
Sydney, this is not a brochure site. It is a lead engine built around the two things you do best, mortgage protection and final expense, with the IUL head start alongside them. Every page has one job: turn a stranger into a free member, and turn a free member into a booked call with you. Here is the whole flow.
1
Get people to the site
Social posts, ads, podcasts, referrals, your email list, your signature. Every one of them points at a calculator, not a contact form.
2
They run a number
Sixty seconds, no email needed. The runway on the house, what each kid would owe, or the monthly amount for a head start. The number is personal, and it is theirs.
3
They join free, for life
To keep the number they join. The plan saves with it. That signup is a lead with the problem, the gap and the budget already attached, sitting in your back office.
4
They engage, you become the expert
A score to raise, 14 courses, 31 tools, badges, a community where your replies carry a Strategist chip. Every visit teaches them the problem in your words.
5
They book the call
"Book a free 30-minute call" is everywhere: the result screen, the dashboard, the courses, the messages. By the time they book, they already trust you.
6
Client, then referral
Every member can text a saved plan to a spouse, a sibling or a parent. The plan link carries them straight to the same calculator, and the loop starts again.
Why it converts
The calculator gives value before it asks for anything. People finish it because they want their own number.
The number creates the problem in their head, in dollars. You do not have to convince anyone that the mortgage keeps coming or that a funeral costs money.
Joining is free for life. No card, no trial. The friction is one form, and the plan is already filled in.
Why it nurtures
Members come back to log a month, raise a score, finish a course, earn a badge. Each visit is another reminder that the gap is still open.
The community makes you visible. A reply from you, with the Strategist chip, is worth more than any ad.
You can message one member, a filtered group, or everyone at once, and it lands inside the portal where they already are.
Why it scales
Nothing here needs you to be technical. Post, reply, confirm calls, export. Launch Automation handles everything under the hood.
Add an agent to the desk and they work the same leads under your brand.
Webinars, a video library, new courses, new calculators: the platform grows with you. See where this can go.
The site does the convincing. Your job is traffic and presence. Here is a complete playbook, from the free daily habits to paid ads, built around your three doors: Keep the House for homeowners, Cover the Goodbye for the 50 to 85 crowd and their adult kids, and Kids Head Start for parents and grandparents.
Social media: post the number, not the product
The rule that works
Never lead with insurance. Lead with the question the calculator answers: "If your paycheck stopped this month, how many months could your family keep the house?" Then the link.
Every post ends the same way: "Run your number free at FamilyFirstPlan.org. No email needed to see it."
Show your face. A 30 second phone video of you saying the question out loud outperforms any graphic. The ready-to-post graphics in your kit are for the days you do not want to film.
Post the same idea three ways: a video, a graphic, a plain text post. Different people stop for different formats.
A weekly rhythm you can keep
Monday, Keep the House. A runway question, a screenshot of the calculator, or a myth ("the bank pauses the payment while you grieve" is false).
Wednesday, Cover the Goodbye. A cost fact from the NFDA medians the site already uses, a "what each child would pay" screenshot, or a story about a family that had to pass the hat.
Friday, Kids Head Start. The $100 a month from age 5 versus age 25 comparison, straight from the calculator.
Weekend, community. A member win (with permission), a badge someone earned, a question from the community you answered.
Where to post
Facebook is where the 50 to 85 audience and their adult children are. Your personal profile, a business page, and the local community groups you are already in.
Instagram and TikTok for the parents and the 30 to 45 homeowners. Reels and short vertical video; the kit has vertical sizes.
LinkedIn for realtors, loan officers, HR people and small business owners who send you referrals.
YouTube Shorts and a few longer walkthroughs of each calculator. Search traffic on YouTube is real and lasts for years.
Nextdoor for Boiling Springs and the Upstate. Local, trusted, and almost nobody in insurance uses it well.
Thirty post ideas to steal
Screen record yourself running each calculator. Three videos, evergreen.
"I asked ten homeowners how many months of runway they have. Most guessed years. The average answer was months."
The Social Security death payment is $255. Show the number, then the calculator.
The Garn-St Germain rule: the bank cannot call the loan when the house passes to a spouse or child. Most people have never heard of it.
Work coverage is usually one or two times salary and ends when the job ends.
"Ask your parents this one question this Thanksgiving." Link to Cover the Goodbye with the parent option.
A badge shout-out: "Three members hit Protected this week."
Reply to a community question in public, with a screenshot, names hidden.
Living benefits explained in 30 seconds.
"What a funeral costs in 2026" using the site's sourced figures.
A day in the life: a call, a certificate, a family that finally has a plan.
The story of Marcus and Danielle from the home page, until a real client story replaces it.
Paid ads: one landing page per audience
The three landing pages were built to be ad destinations. Each has one message, one calculator, its own FAQ and no navigation that leaks people away. Send each ad to its own page, never to the home page.
Keep the House ads
Destination: /mortgage-protection.
Audience: homeowners 30 to 60, recently moved or recently refinanced, parents of young children, in the ten states you are licensed in.
Hook: "Would your family keep the house? Find out in 60 seconds. No email needed."
Creative: the runway result screen, or you on camera asking the question.
Referral angle: realtors and loan officers can run the same ad and co-brand it with you.
Cover the Goodbye ads
Destination: /final-expense.
Two audiences, two ads. Adults 50 to 85 for "Myself". Adults 35 to 60 for "My mom or dad", which is the ad almost nobody else runs.
Hook: "What would your kids have to come up with, within days?" or "You can own the policy on Mom or Dad."
Creative: the "what each child would pay" result, or the burial versus cremation step.
Kids Head Start ads
Destination: /kids.
Audience: parents 25 to 45 and grandparents 55 to 70, household interests in college savings, new baby, family finance.
Hook: "$100 a month from age 5, or $100 a month from age 25. Same money, very different result."
Creative: the growth chart from the result screen, or the age slider moving.
How to run ads without wasting money. Start small, one platform, one landing page, one hook, for two weeks. Facebook and Instagram through Meta Ads Manager is the natural first platform for all three audiences. The event you optimize for is a signup at /join, and every signup is visible in your back office the moment it happens, so you can see exactly which ad produced which member. Change one thing at a time: the hook, then the creative, then the audience. Launch Automation can add tracking pixels for Meta and Google to the site whenever you are ready; say the word and send the pixel ids.
Podcasts, shows and stages
Be the guest
Local and regional podcasts about real estate, parenting, money, faith and small business all need guests. Pitch one story, not your resume: "the one question every homeowner should be able to answer, and most cannot."
Every appearance ends with the same line: "Run your number free at FamilyFirstPlan.org." Easy to say, easy to remember, easy to type.
Ask the host to put the link in the show notes and post the clip in your community with a pinned announcement.
Realtor team meetings, mortgage company lunch-and-learns, church groups, HR benefit fairs and chamber events are the same pitch in person. Bring a QR code to a landing page.
Be the host
A monthly live "Run your number with me" session over Zoom or Facebook Live, where you walk one calculator on screen and take questions. Announce it in the community, message every member, post the replay.
Once it works, we can put those sessions inside the portal as scheduled webinars members watch live, with the replay in a library. See where this can go.
Record short answers to the questions members ask in the community and post them as videos. The FAQ on each landing page is a ready-made script list, 34 to 42 questions per page.
Growing the community
Get everyone in
Every conversation ends with "join free, it is free for life." Clients, prospects, friends, the people at church, the parents at the ball field. Membership costs them nothing and it puts them inside your world.
Put the join link in your email signature, your text message template, your Google Business profile, and every social bio.
Existing clients should join too. They raise the community's energy, they earn badges, and they are your first referrals.
Make it feel alive
Post a pinned announcement every week. A question, a win, a reminder, a "this week I am talking about" note. Ten minutes.
Reply to every new member's first post within a day. The Strategist chip on your reply is the whole point.
Celebrate badges and levels out loud. "Welcome to the family" badges are earned on signup; "House secured" and "Talked to Sydney" are earned by doing the thing you want them to do.
Referral loops built in
Every result screen has "Send this to my spouse" or "Send this to my kids." That is a referral button.
Every saved plan is a shareable page with a Join button on it. Ask members to text theirs to one person.
Ask every client on the call: "Who else in your family should run this?" Then message them the link from the back office.
Partners who send you homeowners and families
Realtors, loan officers, title and closing teams
Mortgage protection is a closing-day conversation. Give each partner a link to /mortgage-protection and a two-line script: "Before you move in, run this. Sixty seconds, no email."
Offer to be the guest at their buyer seminars and team meetings.
Ask Launch Automation for a referral link per partner so you can see in the back office which partner sent which member.
Everything you need to put FamilyFirstPlan.org in front of people, kept in shared Google Drive folders so this page is always the place to find the latest files. Open a folder, download what you need, and send anything new you want added to Launch Automation.
Logo kit
Logo kit
Every version of the FamilyFirstPlan.org mark: full color, navy, white, in PNG and SVG, plus square and horizontal layouts for social profiles, email signatures, print and merch.
Colors, fonts, spacing, voice and the do-not list, so anything made for FamilyFirstPlan.org by you, an agent or a designer looks like it belongs with the site.
Ready-to-post graphics and captions built around the three calculators, the "free for life" membership and the questions people actually ask. Sized for Instagram, Facebook, TikTok and LinkedIn.
The folder links and the cover images are being added by Launch Automation. Once they are in, the buttons above open the Drive folders directly.
Your growth tools, and how to use them
Everything below lives in the back office at /admin. None of it needs a manual. Here is what each one is for when the goal is more calls on the calendar.
Message everyone at once (Broadcast)
One message to every member, delivered inside their Messages page with a notification. Use it for a monthly "here is what I am seeing" note, a live session invite, a new course, or a reminder to log the month.
Keep it to four sentences and one ask. "Reply here if you want me to look at your numbers" turns a broadcast into conversations.
Message a group (Members tab)
Filter the Members table by door, status or level, then "Message these." Every homeowner who has not booked. Every final expense lead marked New. Every member at level Protected who has not become a client.
"Copy emails" gives you the same list for your email tool or GoHighLevel.
Message one person (member card)
Open any member. Their plan, their gap, their budget, their courses and their timeline are on the card, so the message can be specific: "You said $140 a month and a $286,000 gap. Want me to price that this week?"
Private notes on the card are for you and your agents only.
Pinned announcements (Community tab)
A pinned post sits at the top of the community for everyone. Weekly is the right cadence: a question, a challenge ("log your month by Friday"), a live session, a win.
Your replies anywhere in the community carry the Strategist chip. Answer in public and the whole community learns.
Statuses and the "needs you" list
New, Contacted, Call scheduled, Client, Not now, Blocked. Move every member as you work them and the Overview tab becomes your pipeline.
The "needs you" list is your daily to-do: calls waiting, unread messages, new chat leads, members nobody has written to.
Courses, badges and certificates as nurture
"Talked to Sydney" and "House secured" are badges members earn by doing exactly what you want them to do. Point people at them.
The Courses tab shows who started and who passed. A member who passed "Mortgage protection, decoded" and has not booked is your warmest call of the day.
Certificates carry a code beginning with FFP. Members share them, which is free marketing.
Calls tab
Members request a call with preferred times, or book straight onto your calendar. Confirm with a time and a meeting link and they see it on their dashboard.
Mark done after the call and move their status. Two clicks and the pipeline is honest.
Export and your CRM
Export CSV any time for a spreadsheet or GoHighLevel. Once the GHL webhook is connected, quote requests create contacts automatically with the numbers attached.
Agents you add to the desk see the same leads under your brand, minus the owner-only controls.
The software stack under this site is the same kind of platform the big membership brands run on: hosted worldwide, secure, fast, and built to add to. You do not need to be technical for any of it. Tell Launch Automation what you want and it shows up in the portal. A few of the directions that fit your business.
Live webinars inside the portal
A scheduled "Run your number with Sydney" session members watch live from their dashboard, with a countdown, reminders and a replay library.
Attendance can earn a badge, and the replay page can hold the join and book buttons.
A video library
Every short video you record, organized by door: house, goodbye, kids. Members watch, you see who watched what.
Lessons can embed your videos, so the courses become you on camera.
New calculators and tools
Anything you find yourself explaining twice can become a tool: a term versus permanent comparison, a policy review checklist, a "what my policy pays" explainer for existing clients.
Public articles that rank
Two or three course lessons published as public pages with a "join free to continue" gate give Google real pages for the searches your buyers type.
Referral and partner links
A link per realtor, loan officer or funeral home, so the back office shows who sent whom, and a leaderboard of partners if you want one.
Text and email automation
Welcome sequences, a "you have not logged this month" nudge, a call reminder, a birthday note, all driven by what members do on the site, through GoHighLevel or email.
Events and challenges
A 30-day "Family Ready" challenge with daily tasks and a badge at the end. A quarterly policy review week. A back-to-school head start push.
A team desk
Add agents, give each a title, route leads by state or by door, and see the whole pipeline in one place.
Client-only area
A section members unlock when their status becomes Client: policy documents, annual review booking, a place to add beneficiaries and the In Case file.
The possibilities are endless, and it will be what you make it. The site already does the hard part: it turns attention into a personal number, a number into a free member, and a member into someone who trusts you before the first call. Everything in this section is a conversation with Launch Automation away.
Your login is yours alone: you pick the email and the password, and nobody else ever sees it. A setup key is how the site knows you are allowed to create an admin account. Launch Automation hands you that key separately, not on this page. It keeps working, so anyone you want to have full access can use it to make their own login the same way.
Copy it exactly from the message Launch Automation sent you. Keep that message somewhere safe; you will want the key again if you ever add another admin.
Lost it? A fresh key goes to the owner address on file. It works for one login and expires after 24 hours.
Choose your login
Your name, the email you want to sign in with, and a password of at least 10 characters. Submit and you land in the back office.
From then on
Sign in at /login. Admins go straight to /admin. The "My dashboard" button in the header shows you the member side of the same account, so you can see what your members see.
/admin/setup
/login
Adding other people. Two ways, both fine. Give a trusted person the setup key and they make their own admin login on the same page. Or, for an agent who should help without full control, have them join free at /join, then open their card in the Members tab, set Role to Agent, and give them a title. Either way you never share a password.
Forgot your password later? Use "Forgot password" on the sign in page and a reset link is emailed to you, or another admin can reset it from your member card. Members who forget theirs: open their card in the back office, click "Reset password", and send them the temporary password it shows.
Three doors, one membership. The home page asks which worry keeps someone up at night and sends them to the matching landing page. Each landing page has its own calculator, its own explanation of how the coverage works, its own FAQ, and the same two next steps: join free, or book a call with Sydney Troski. Nobody has to give an email to see a number.
How every calculator works now. Each one is a wizard that asks one question at a time. Step one is always the audience pick. Every answer after that collapses into a check row with a Change link, so the visitor can see what they said and fix any of it, and the last step reveals the number. The step one choice does more than start the wizard: the page copy, the audience cards and the FAQ are neutral until a choice is made, then switch to the matching version, and the choice is remembered on the join page so the plan is saved with the right audience.
Every FAQ shows five questions at a time with a "Show 5 more questions" button and a running "Showing 5 of N questions" count, so a long FAQ never buries the join button.
The home page
/
The hub
"Protect the house. Cover the goodbye. Grow the rest." Three doors to the three landing pages.
Proof: Sydney Troski as the licensed strategist, the ten carriers, the 5.0 Google rating, the states you are licensed in, and a "book a free 30-minute call" button that goes straight to your calendar.
A family story, marked on the page as illustrative with the names changed. It is a placeholder until you approve a real client story.
The membership pitch (the Family Ready Score, tools, courses, community) and a 12-question FAQ, shown five at a time.
/
Keep the House, for homeowners
/mortgage-protection
The calculator, start to finish
Step one, the audience. "Would your family keep the house?" The first question: who would be left holding it, a spouse or partner, or the kids and family. That choice changes whether a second income is counted, and it switches the rest of the page to the matching copy, cards and FAQ.
The questions, one at a time. Mortgage balance, the monthly payment, the other monthly must-pay bills, the income that would keep coming in (only if a spouse is left), savings on hand, any life coverage already in place, their age, how many kids, and what they could set aside each month for protection. Each answer collapses into a check row with a Change link.
The last step reveals the number. Runway: how many months the family could keep paying the mortgage and the bills on what they have today. Under it, the gap: the mortgage balance plus a year of bills plus a funeral, minus savings and existing coverage. That gap is the coverage amount to shop. A chart shows the money running out month by month, and a flat line showing what it looks like with the gap covered. Buttons: Join free and save it, Save my plan, Send this to my spouse.
The rest of the page. How mortgage protection works (term life sized to the house, the family gets the check, the Garn-St Germain rule, why work coverage is not enough), living benefits, the membership pitch, and a long FAQ written the way people ask Google, five questions at a time.
/mortgage-protection
Cover the Goodbye, for adults 50 to 85
/final-expense
The calculator, start to finish
Step one, the audience. "Who pays for the goodbye?" The first question is "Who is this for?": Myself, or My mom or dad. The page copy, the cards and the FAQ switch to that version. Step two is the goodbye itself: a burial or a cremation, with or without a viewing, and whether their area is cheaper or dearer than average. Those pick the starting cost from the national medians (NFDA 2023: $8,300 with viewing and burial, $6,280 with viewing and cremation, a vault about $1,700 more).
The questions, then the number. One at a time: how many children, final medical bills, other debts, a cushion for the family, coverage already in place, savings, their age, and a monthly budget, each collapsing into a check row with a Change link. The last step reveals the result: the whole final bill, minus what is covered (coverage, savings and the $255 Social Security death payment), split across the kids. "What each of your 3 children would have to come up with" is the line that lands. Under it, the coverage amount to look for, rounded up to the next thousand.
The rest of the page. How final expense coverage works (a small whole life policy, what a goodbye costs, how fast the bill comes, level versus graded versus guaranteed issue), the membership pitch, and a long FAQ shown five questions at a time.
/final-expense
Head Start, for parents and grandparents
/kids
The calculator, start to finish
Step one, the audience. "Set your kids up for life, for less than you think." The first question: for my kid, or for me. The page copy, the cards and the FAQ switch to match. Then, one question at a time: a goal ($250K, $500K, $1M or $2M) or a monthly budget, the child's age, and the crediting rate (default 6.5%, adjustable). Each answer collapses into a check row with a Change link.
The last step reveals the number. The monthly amount that reaches the goal by 65 at that rate, or what the budget grows to. A growth chart and milestones show the head start a child gets over someone who starts at 25. Every figure is labeled an estimate, not a quote.
The rest of the page. Why starting early matters, how an IUL works in plain words, how it fits next to a 529 or a custodial account, the membership pitch, and a long FAQ shown five questions at a time.
/kids
The join flow and the quote request
/join
Join free
Name, email, phone, password and a consent checkbox.
When someone arrives from a calculator, their numbers ride along and are saved as their plan automatically. The step one choice they made is remembered here too, so the plan carries which door they came through and who it is for: a homeowner, a final expense lead for themselves or a parent, or a parent starting a head start.
Every signup appears in your back office as a new member with the plan attached, and they land on their dashboard with a welcome badge.
/join
/start
Get my quotes (the intake bot)
A chat-style intake for people who already want real quotes. It asks one question at a time: name, date of birth, whether it is for a child, phone, email, and what they want the coverage to do.
It knows which door they came through. Homeowners see mortgage protection goals (pay off the house, cover the payments, replace my paycheck). Final expense visitors see goals like "leave the kids nothing to pay" and "coverage with no health exam". Parents see the head start goals.
While it asks, a side card explains how the coverage works in four short facts, so the lead is warmer by the time you call.
Every request lands in the back office under Chat leads, and reaches your inbox and your CRM once those are connected (see how leads reach you).
/start
/p/…
A saved plan
Every "Save my plan" creates a page like this with its own link.
Anyone with the link sees the number, the chart and the inputs behind it.
Made for texting to a spouse, a sibling or a grandparent. The Join button on it carries the plan into signup.
/p/…
/privacy
Privacy
/terms
Terms
/disclosures
Disclosures
The three legal pages are written for a life insurance site: what the calculators do and do not include, consent to contact, your NPN and the states you are licensed in, how you are paid, and where to send a complaint. They are a careful draft, not legal advice. Have a person who handles compliance read them before you promote the site.
Free to join, and built to keep people engaged between calls. Every action earns points, points unlock levels, and milestones unlock badges with a small celebration on screen. The thread that runs through all of it is the Family Ready Score: a 0 to 100 number that only goes up as a member finishes things, and always tells them the next three moves.
/members
Dashboard
Their saved plan with an "on track" ring: the monthly amount they said they could set aside, and how many months they have logged toward it.
Log a month (fireworks on log). Three months and twelve months earn badges.
Request a free 30-minute strategy call with preferred times. Because your booking link is connected, they can also book straight onto your calendar.
Level bar, latest badges, notifications and course progress. The Family Ready Score sits here too, with the three moves that raise it most.
/members
/members/community
Community
Posts in seven categories: General, Keep the house, Cover the goodbye, Kids head start, Wins, Questions, and Tools and courses.
Search, New / Top sorting, likes on posts and replies.
Your pinned announcement sits at the top. Your replies carry a Strategist chip so members know it is you.
Twenty demo members with photos and posts keep it from looking empty on day one. See the note in the back office section about removing them.
/members/community
/members/community?post=…
A post
Replies, likes and a "best answer" the author or staff can mark. A best answer earns the helper a badge.
Every post has its own link, so you can send a member straight to an answer.
Staff can pin, hide or delete anything from here or from the back office.
/members/community?post=…
/members/courses
Courses (14)
Keep the house: What happens to the house when you die. Mortgage protection, decoded. Getting approved.
Cover the goodbye: Final expense without the sales pitch. Planning a funeral your family will thank you for. Beneficiaries, wills and the paperwork that saves your family months.
Both: Living benefits: using your policy while you are alive. Once the house is safe: from term to permanent, IUL and annuity basics.
Money and the head start: Credit crash course. Budgeting that sticks. Investing basics. Set your kids up for life. Taxes 101 for working families. Buying your first home.
A learning-path bar and filters (not started, in progress, passed). Each card says who it is for and how long it takes.
/members/courses
/members/course?c=…
Inside a course
Text only, four to six short lessons, reads well on a phone.
Every lesson ends with a key takeaway and a "Try it" link into the matching tool.
Progress is saved lesson by lesson. The first lesson finished earns a badge.
/members/course?c=…
/members/course?c=…&l=quiz
The quiz
Five questions, 70% to pass. Missed questions are marked; the answers are not given away.
Passing earns points and a printable certificate with the member's name, the course, the score and a verification code that starts with FFP.
/members/course?c=…&l=quiz
/members/tools
Tools (31)
Keep the house: the three calculators, Runway, Mortgage payoff, How long a term, Income replacement gap, Extra payment effect.
Cover the goodbye: Funeral cost estimate, Final expense coverage, Cost of waiting, What each child would pay, Preneed vs a policy.
Paperwork: Beneficiary check, In Case file, Family Ready Score, What dies with you.
Head start and wealth: Head start, Waiting to start, Taxed vs tax-free, Compound growth, Savings goal, Net worth, Retirement gap, College fund, Inflation check.
Money basics: Budget check, Debt payoff, Credit utilization, Emergency fund, Paycheck estimate, Rent vs buy, Life insurance need.
Values save per member, so the numbers are there next visit. Saving results in three different tools earns the Toolbelt badge.
/members/tools
/members/messages
Messages
A private thread between the member and you.
Anything you send from the back office shows up here, and they can reply.
/members/messages
/members/badges
Badges and levels
19 badges: Welcome to the family, Ran the numbers, First month logged, Three months strong, A full year protected, House secured, Talked to Sydney, Spoke up, Good neighbor, Pillar of the community, Best answer, Family favorite, First lesson, Course complete, Well read, Knows it all, Toolbelt, Say hello, and Legacy.
Five levels by points: Aware, Prepared, Protected, Secured, Legacy (1,000 points).
A leaderboard of members (staff excluded).
/members/badges
/members/profile
Profile
Name, bio and a profile photo upload. Adding a bio earns the Say hello badge.
Password change asks for the current password and signs out every other device.
Everything at /admin. You are the Admin. Other licensed agents can be made Agents: they get the same desk minus the owner-only controls, and can help in the community under a title you give them.
/admin
Overview
Counters across the top: members, new this week, calls to book, unread messages, new chat leads, active this week, courses passed.
A 30-day chart of signups and member actions.
A "needs you" list: calls waiting for a time, unread messages, new leads, members nobody has written to.
The activity feed, the status mix, and the Remove all demo members button.
/admin
/admin (Members)
Members
Every member with their plan, which door they came through, status, call state and level. Filter by status or role, sort, search.
Click a name to open their card: status (New, Contacted, Call scheduled, Client, Not now, Blocked), private notes only staff see, their plan, call requests, courses, badges, a full timeline, and the message thread with that member. Admin only: change role and title, award points or a badge, reset their password.
"Copy emails" and "Message these" for bulk outreach to whoever is on screen. Export CSV any time for a spreadsheet or your CRM.
/admin (Members)
/admin (Calls)
Calls
Strategy call requests with the member's preferred times and note.
Add the time and your meeting link, click Confirm and notify, and the member sees it on their dashboard. Mark done after the call.
/admin (Calls)
/admin (Community)
Community moderation
Every post with replies, likes and state. Pin, hide, delete.
Post a pinned announcement that sits at the top of the community.
/admin (Community)
/admin (Courses and badges)
Courses and badges
Who started and passed each of the 14 courses, and how many of each badge have been earned.
/admin (Courses and badges)
/admin (Chat leads)
Chat leads
Quote requests from /start with contact details, date of birth, the goal they picked, the calculator result they had in hand, and a status you update as you work them.
Each one also shows whether the email and CRM handoff went through, once those are connected.
/admin (Chat leads)
/admin (Broadcast)
Broadcast
One message to every member at once. Lands in their Messages and as a notification.
/admin (Broadcast)
Demo members. Twenty sample members with photos, posts, badges and certificates are seeded into the site so the community does not look empty on day one. They cannot log in, they are marked "Demo" in the Members list, and one button on the Overview tab, Remove all demo members, removes all of them along with their posts. Click it once real members start arriving, or earlier if you prefer a clean slate.
A lead is anyone who joins, asks for a call, sends a message or fills in the quote request. All of them are always in the back office. Three more routes bring them to you where you already work.
Your inbox
Every quote request from /start is emailed to sydneytroski@gmail.com the moment it is submitted: name, date of birth, phone, email, goal, and the calculator result they had, with reply-to set to the lead so you answer in one click.
The emails go out through the site's own sending address (no-reply at notify.familyfirstplan.org), which switches on once the domain is live. Until then every lead is still saved and still visible under Chat leads, the record shows "skipped" next to the email, and the Launch Automation team is alerted with the lead so nothing waits unseen.
Anyone who replies to the no-reply address gets a short automatic answer with how to reach you, and you are told they wrote.
GoHighLevel
The same lead can be posted to a GoHighLevel inbound webhook, so a contact is created in your CRM with the goal and the numbers attached, and your GHL automations take it from there.
This switches on once the webhook address (LEAD_WEBHOOK) is added to the site. Send Launch Automation the webhook URL from your GHL workflow and we wire it the same day.
Your calendar
Already connected. "Book a free 30-minute call" on the home page, the landing pages and the member dashboard goes to troskiinsurance.com/calendar.
Members can still request a call with preferred times from their dashboard, and those show up in the Calls tab for you to confirm.
Member signups, call requests and messages do not email you yet; they show in the back office and on the "needs you" list. Once the email key is in place, we can turn on a daily digest or per-event alerts for those too. Tell us which you prefer.
Sydney, you never have to touch any of this. It is here so you know exactly what sits on your domain and can hand the list to anyone who asks. Every figure below was measured on the finished build.
Part
What it is
Hosting
Cloudflare Workers, served from Cloudflare's global network so every visitor is answered from somewhere near them. There is no server to patch and nothing to keep running.
Database
Cloudflare D1, which is SQLite. 16 tables: members, plans, leads, sessions, contributions, call requests, messages, posts, replies, likes, points, badges, course progress, certificates, tool data and events. Backed up by Cloudflare.
Deploys
GitHub Actions pushes to Cloudflare on every change. No downtime, no maintenance window, and no manual step for anyone.
Security
Passwords hashed with PBKDF2-SHA256 at 100,000 iterations. Session cookies are HttpOnly, so no script can read them. Every write checks the request came from this site, and rate limits sit on sign-up, sign-in, posts, replies, messages and call requests. Back office routes answer a member with a refusal rather than data.
Privacy
No third-party trackers and no ad pixels of any kind. Fonts are served from the site itself, not from Google. No member data is sold or shared.
Front end
24 pages and about 280 KB of hand-written JavaScript across the whole platform, with no framework behind it. A Tailwind design system, and every asset stamped with a content hash so browsers cache it for a year and still pick up a change instantly.
API
35 endpoints covering the member side, the back office, and the public calculator, plan and lead calls.
Content
14 courses, 75 lessons and 14 quizzes with printable certificates. 31 money tools. 19 badges across 5 levels. 122 FAQ answers.
Quality
Lighthouse 100 for SEO, accessibility and best practices on every indexable page, and 97 to 98 for performance on a simulated phone connection. Zero accessibility violations across 23 routes at 8 screen widths, from a 320px phone to a 1920px monitor.
Structured data
Organization, WebSite, WebPage with breadcrumbs, Person, WebApplication, HowTo and FAQPage. This is what lets Google show rich results and lets an AI assistant quote you by name.
Media
Your video loops served as MP4 with a still image behind them, every photo in WebP at the size it is displayed, and social preview images sized 1200 by 630 for every page that gets shared.
Curious what any line means? Ask Launch Automation at Team@LaunchAutomation.ai and you will get it in plain language.
Sydney, these are published market ranges, not a quote and not what you paid. They are here so you can judge what is sitting on your domain. Two sources, both public.
It puts a dashboard application at $80,000 to $250,000 and an enterprise portal at $100,000 to $300,000.
It puts annual maintenance at 15 to 25 percent of the original build cost.
Piece
What it covers
Typical agency estimate
Marketing site
Three landing pages, three interactive calculators, saved plans with private share links, and the SEO and AEO work behind them.
$25,000 to $50,000
Membership platform
Accounts and sign-in, the dashboard, 14 courses, quizzes, certificates, 31 tools, the community, private messaging, badges and levels.
$50,000 to $120,000
Back office
Leads with the plan attached, statuses, call requests, broadcast, filtered messaging, community moderation and CSV export.
$25,000 to $60,000
Design and quality
The design system, the animation, and the accessibility and performance work behind the scores above.
$15,000 to $35,000
Search and AI visibility
Technical SEO to a 100 Lighthouse score, structured data on every page, 122 FAQ answers written for AI assistants, a sitemap, an llms.txt and the rules that keep the member area out of search.
$6,000 to $15,000
Database, hosting and security
The database and its 16 tables, hosting on Cloudflare's network, password hashing, session handling, rate limits and automated deploys.
$8,000 to $20,000
Then there is the part nobody quotes. An agency build of this size runs about nine months on Clutch's own numbers, and maintenance is quoted at 15 to 25 percent of the build every year after that. Your site arrived finished, and the monthly plan covers the care. See what the monthly plan covers.
What the monthly plan covers
Nothing runs on anyone's computer and there is nothing for you to maintain. The plan covers everything the site needs to stay up, fast and current.
Included
Hosting worldwide, with the site served from locations close to every visitor.
The database that holds members, plans, posts, progress, messages and leads, backed up.
Lead delivery: the email route and the CRM route, once connected, and the domain wiring.
Ongoing updates to the site and the platform, and search upkeep.
Support: anything that breaks, we fix.
Security
Passwords are encrypted; nobody, including us, can read them.
Sign-ins expire after 30 days and can be revoked.
Encrypted connections only, strict browser protections, rate limits on signup, messages and posts.
Members can only see and edit their own things. Staff areas refuse everyone else.
Your data
Members, plans and leads are yours. Export them to CSV from the back office any time.
Your domain stays yours; we only point it at the site.
You never need to share a password with us, and we never see member passwords.
What still needs connecting
The platform works end to end today. These items need something only you can supply. None of them block members from joining.
Item
Why it matters
What we need from you
Status
Your admin login
Nobody can see leads until an admin exists.
Two minutes at /admin/setup with the setup key we sent you. Pick your own email and password.
Do first
Custom domain
Members should see your own address, not the preview one. Search engines only index the real domain; the preview is deliberately hidden from Google.
The domain you want to use, and access to its DNS settings (or add Launch Automation as a manager). One record and it is live.
Needed
Lead email
Quote requests, new members and call requests reach your inbox at sydneytroski@gmail.com instead of only the back office.
Nothing but a go-ahead. Once the domain is live we switch on the sending address and run two test emails; you confirm they arrived and the address the alerts should go to.
Needed
GoHighLevel (LEAD_WEBHOOK)
Each quote request becomes a GHL contact automatically, with the goal and numbers attached.
The inbound webhook URL from your GHL workflow.
Needed
A real client story
The family story on the home page is labeled illustrative with the names changed. A real one, with permission, is far stronger.
A short story from a family who agrees to share it, or a call with them and we write it up.
Recommended
Google reviews
The home page says "Rated 5.0 on Google" but does not quote the reviews. Real quotes with first names build trust with people and with Google.
Permission to quote your existing Google reviews, or a link to your Google Business profile so we can pull them.
Recommended
Legal review
Privacy, Terms and Disclosures are a careful draft written for an insurance site. They have not been read by a lawyer or a compliance officer.
Have your compliance contact read the three pages and send back any changes.
Measured on September 4, 2026 with Lighthouse (mobile) and axe against the current build. The preview address is intentionally invisible to search engines: every page served from the workers.dev host carries a no-index header. Everything below switches on the moment FamilyFirstPlan.org points at the site.
Five: the home page, the three calculator pages (/mortgage-protection, /final-expense, /kids) and /join. They are the only pages in the sitemap.
Good
Pages kept out of search
Deliberately no-index: login, the member area, the back office, saved plans, the quote request, the legal pages and this guide. Nothing private or duplicate can show up in Google.
Good
Page titles
Keyword first on every page: "Mortgage Protection Calculator: Would Your Family Keep the House?", "Final Expense Calculator: What Would Your Kids Pay for Your Funeral?", "Kids IUL Calculator: Set Your Child Up for Life for Less Than You Think". Each page has its own title and a description under 160 characters.
Good
Sitemap, robots and llms.txt
sitemap.xml lists the five pages worth ranking. robots.txt allows everything except the member area, the back office, the API and saved plans, and points at the sitemap. llms.txt gives AI crawlers a plain-text summary of what the site is and who runs it.
Good
FAQ schema
Each calculator page carries a FAQPage schema built from every question in its FAQ, both audience versions included (34 questions on Keep the House, 34 on Cover the Goodbye, 42 on Head Start, 12 on the home page). Visitors see five at a time; search engines see all of them. This is what lets Google show the questions under your listing and lets ChatGPT, Perplexity and Google AI quote the answers directly.
Good
Other structured data
Organization with your phone, email, service area (the ten states) and areas of expertise; you as a Person with your title and NPN, linked to troskiinsurance.com; WebSite, WebPage with breadcrumbs, and each calculator marked as a free web application with a three-step HowTo.
Good
Trust signals
Google favors financial pages that name a real licensed person. Sydney Troski, NPN 20887332, (740) 424-6884, the ten states and the ten carriers are on the site already.
Good
Speed and mobile
No third-party scripts, fonts and images self-hosted and cached, no horizontal overflow from 320 to 1920 pixels wide, tap targets at least 44 px.
Good
Preview host
The preview address is no-index on purpose. Nothing ranks until familyfirstplan.org is live; once it is, the pages above are indexable and the sitemap is submitted.
Needs the domain
Next step
Publishing two or three course lessons as public articles (with a "join free to continue" gate) would give Google real pages for "mortgage protection insurance", "final expense insurance cost" and similar searches.
Go to /admin/setup, paste the setup key from the message we sent you, pick your email and password. You land in the back office.
Look around as a member
Click "My dashboard" in the header. Run a calculator, save the plan, log a month, open a course. This is what your members see.
Reply to messages
Back in /admin, the "needs you" list on Overview shows unread messages. Open the member's card and reply at the bottom. They see it in their Messages page and get a notification.
Mark calls as scheduled
Calls tab. Each request shows the member's preferred times. Add the time and your meeting link, click Confirm and notify, and the member sees it on their dashboard and gets a notification. Mark done after the call.
Remove the demo members when real ones arrive
Overview tab, the Remove all demo members button. It clears all twenty sample members and their posts in one go. Do it once real members are joining, so the community never mixes sample people with real ones.
Send Launch Automation what is still waiting
Your domain, the go-ahead for lead email, and the GoHighLevel webhook.
FamilyFirstPlan.org is an educational site operated with Sydney Troski. Every number the calculators show is an estimate for illustration only, not a quote, an offer or a guarantee. Coverage, cost and approval depend on the carrier, the product, the applicant's health and the state.
