Everything You Run, And How To Use It.

Section one

How the platform is built

One site, three parts. The public site turns a stranger into a lead by giving them a real number in sixty seconds. The membership keeps that lead warm for as long as it takes them to be ready. The back office is where you and your team do the work.

A visitor arrives worried about one of three things: would the family keep the house, who pays for the goodbye, or how to give a child a head start. Each of your three landing pages answers one of those questions directly, with its own free calculator and no account required. Joining is free, for life, and every signup lands in your back office already carrying the plan they saved.

The membership gives people a reason to come back before and after they act on your advice: fourteen short courses, thirty one tools, a community of people working on the same goal, and a direct line to you. The back office is where the follow up happens, from the first lead to the last message.

By the numbers

Every figure counted on your finished build, not estimated.

Section two

Complete directory

Every page on your platform, what it does, and who can reach it. Bookmark the ones you use daily.

Public pages, anyone can visit

Member pages, sign in required

Your pages, admin only

Section three

The public site

Everything a stranger sees before they trust you with their name. Each of the three landing pages opens with an audience question, walks through a few inputs one at a time, and ends with a personal number.

Keep the House, at /mortgage-protection

Opens with "Would your family keep the house?", who would be left holding it, a spouse or partner, or the kids. That choice switches whether a second income is counted and changes the copy, cards and FAQ for the rest of the page. Then, one question at a time: mortgage balance, the monthly payment, other must-pay bills, income that would keep coming in, savings on hand, existing coverage, age, number of kids, and what they could set aside for protection. The result is a runway, how many months the family could keep paying on what they have today, and a coverage gap: the mortgage plus a year of bills plus a funeral, minus savings and existing coverage. A chart shows the money running out, then flat once the gap is covered.

Cover the Goodbye, at /final-expense

Opens with "Who pays for the goodbye?": for myself, or for my mom or dad. Then a burial or cremation, with or without a viewing, and whether the area runs cheaper or dearer than average, which pick a starting cost from the national medians. One question at a time after that: children, final medical bills, other debts, a cushion for the family, existing coverage, savings, age and a monthly budget. The result: the whole final bill, minus what is covered (coverage, savings and the Social Security death payment), split across the kids. The coverage amount to shop rounds up to the next thousand.

Kids Head Start, at /kids

Opens with "Set your kids up for life, for less than you think.", for my kid or for me. Then a goal or a monthly budget, the child's age, and the crediting rate. The result is the monthly amount that reaches the goal by 65 at that rate, with a growth chart showing the head start a child gets over someone who starts at 25. Every figure is labeled an estimate.

Saved plans

Any result can be saved, which produces a shareable link at /plan. A visitor can text it to a spouse or keep it for later. When someone who saved a plan later joins, the plan carries into their new account rather than being lost.

Search and AI visibility

The home page and the three calculator pages ship with FAQPage structured data built from every question in their FAQ: 34 on Keep the House, 34 on Cover the Goodbye, 42 on Kids Head Start, and 12 on the home page, 122 in total. Visitors see five at a time; search engines and AI assistants see all of them. Organization, Person and WebPage structured data name Sydney directly, with her NPN and the ten states served. The site also generates robots.txt, a sitemap and an llms.txt file for AI crawlers.

Measured on the finished build: 100 on technical SEO across all four public pages, 100 on accessibility with zero violations across 23 pages, and 97 on performance on a simulated phone.

Section four

The membership

Free forever, for life. This is what keeps someone connected to you between the day they run a number and the day they are ready to protect it.

The dashboard

Their saved plan sits on the card: the mortgage gap, the final expense split, or the kids goal, whichever they ran, not a generic progress ring. An on-track ring shows the monthly amount they said they could set aside against how many months they have logged. A Log a month button awards points and, at three and twelve months, a badge. A Request a call button offers your free 30-minute strategy call, and because your booking link is connected, they can book straight onto your calendar.

The 14 courses

Passing earns points, a badge, and a printable certificate carrying a verification code prefixed FFP.

The 31 member tools

Small calculators a member opens, fills in, and saves. Results are stored to their account and lessons link to the tool they discuss.

Community

Four categories: general, questions, wins and tools. Members post, reply, and like. You can mark a reply as the best answer, which awards that member a badge. You can pin an announcement to the top, hide a post, or block a member.

Points, levels and badges

19 badges in all, from Welcome to the family and Ran the numbers through A full year protected, Pillar of the community, Knows it all, and Legacy for reaching 1,000 points. Each unlocks with a celebration on screen.

Private messages

Every member has a direct thread with you. You can reply from their member card in the back office without leaving the page you are on.

Section five

The back office

Eight tabs at /admin. Every tab has its own address, so you can bookmark the one you live in.

Adding your team

Open any member's card and change their role. There are three:

• Member, the default. Sees the membership area only.
• Community agent, helps moderate the community. Cannot see your leads or settings.
• Site admin, full access, same as you.

You cannot remove your own admin role, which prevents you locking yourself out.

Section six

Settings and connections

The platform works end to end today without either of these. Connect them only when you are ready.

Lead email Needed for alerts to your inbox

Quote requests and new leads are always saved to your own database and appear in your Leads tab immediately. To also get an email at sydneytroski@gmail.com the moment one comes in, Launch Automation creates the sending account and adds the key on our side. Nothing for you to configure.

GoHighLevel Optional

Not required to launch or to run the site day to day. Every lead is captured and stored in your own database with or without it. Connect it only if you want a lead to also land in GoHighLevel as a contact.

This connects through a single inbound webhook URL from your GHL workflow, not a login or a token you paste in yourself. Send us the webhook URL and we wire it in. You can ask us to disconnect it at any time, and nothing about the site breaks if GoHighLevel is down or never connected at all.

Section seven

The strategy

The platform is built around one sequence. Everything else supports it.

1. Get people to the siteSocial, referrals from troskiinsurance.com, and anyone asking about protecting their family. All of it points at one of your three calculators.
2. They run their numberNo account needed. Sixty seconds, a real answer, for free. This is where trust starts.
3. They join free, for lifeThe plan they built carries into the account. You now have a name, an email, a phone number and the exact numbers they are working with.
4. They engage, and you become the obvious callCourses, tools, community, badges. Every visit reinforces that you are the person who ran the numbers with them first.
5. They request the free strategy callNot because you chased them, but because they are ready and you already know their situation.
6. Client, then referralYou place the coverage. Then they tell the next person who is worried about the same thing.

Why it works

Where this can go

Directions the platform is already built to support, when you want them:

• Scheduled live "Run your number with me" sessions, once member volume supports it.
• Publishing course lessons as public articles that rank in search and feed the same funnel.
• Referral and partner links with their own tracking.
• Text and email automation once GoHighLevel is connected.
• A real client story replacing the illustrative Marcus and Danielle example.
• Google reviews quoted on the site once you send permission or a profile link.

Section eight

How to fill it with people

The platform is finished. This section is the work that actually grows it.

The rule that works

Post the number, not the pitch.

Nobody searches for "membership platform for insurance agents". They search for "how many months of mortgage do we have saved" and "what does a funeral actually cost". Every post should answer one of those and link to the calculator that goes deeper.

A weekly rhythm you can keep

Twenty post ideas to steal

1. Screen record yourself running each calculator. Three videos, evergreen.
2. "I asked ten homeowners how many months of runway they have. Most guessed years. The average answer was months."
3. The Social Security death payment is $255. Show the number, then the calculator.
4. 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.
5. Work coverage is usually one or two times salary and ends when the job ends.
6. "Ask your parents this one question this Thanksgiving." Link to Cover the Goodbye with the parent option.
7. A badge shout out: "Three members hit Protected this week."
8. Reply to a community question in public, with a screenshot, names hidden.
9. Living benefits explained in thirty seconds.
10. "What a funeral costs in 2026" using the site's sourced figures.
11. A day in the life: a call, a certificate, a family that finally has a plan.
12. The story of Marcus and Danielle from the home page, until a real client story replaces it.
13. "$100 a month from age 5, or $100 a month from age 25. Same money, very different result."
14. The mistakes that cost families the most: waiting, and panic selling.
15. "You do not need a big policy to keep the house. You need the right size."
16. A screen recording of the Family Ready Score, ten questions and one number.
17. "What dies with you, and what your co-signer inherits."
18. A member's before-and-after on the emergency fund tool.
19. "IUL in plain words: floor, cap, costs, funding limit. Ask to see all four."
20. "Three things to bring to your first strategy call."

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 membership as scheduled events with a countdown, the same way the back office already supports.

Referral loops and partners

The people who talk to a family about money before you do:

• Mortgage brokers and loan officers.
• Funeral homes and preneed counselors.
• Financial coaches and tax preparers.
• Estate planning attorneys.
• Parenting groups and church communities, who talk about the future all day.

Give each of them a simple ask: hand out the calculator link that matches what they do. It costs them nothing and it makes them look helpful.

Section nine

Your plan and usage

You are on the Platform plan at $297 a month. Here is exactly what that covers, and what happens as you grow.

When you grow

Your price has exactly two parts: which member tier you are in, and any support hours beyond what is included. Nothing else moves it. Not traffic, not how many people run a calculator. We will always tell you before a tier change takes effect, with the numbers in front of you.

Growth adds a monthly performance report and priority turnaround. Scale adds a quarterly strategy call and new course production included. A tier change only happens when your member count actually crosses one of these lines, in either direction.

Support hours

Every plan includes 2 hours of changes and support a month, at every tier. Anything beyond that is $100 an hour, billed only for the hours you actually use that month.

Billed separately, directly to you

• Your domain renewal, paid to your registrar. familyfirstplan.org, once pointed at the site, is registered in your name.
• Your GoHighLevel seat, if you use one.
• Lead notification email, free up to 3,000 leads a month, then about $20 a month.

Section ten

Support

Included in your plan

• Anything broken. A bug is never billed, ever.
• Text and content edits, within your monthly hours.
• Help connecting GoHighLevel (optional) or your booking link.
• Exporting your leads and members.
• Adding or changing an admin or agent.

Quoted separately

• New courses, new tools, a fourth calculator.
• Design changes to the look of the site.
• New features such as scheduled live events or a client only area.
• Marketing campaign execution, unless you are on Scale.

Section eleven

Security and compliance

How your data is protected

Consent and records

Every member signup records the exact consent wording shown to them and the timestamp they agreed. If you are ever asked to prove what someone agreed to, the record is there.

Compliance language

Your build carries the disclaimer that FamilyFirstPlan.org is an educational site operated with you, an independent licensed life insurance agent, licensed in South Carolina, California, Florida, Indiana, Michigan, Missouri, Ohio, Oregon, Texas and Virginia, and that it is not a solicitation in any other state. It states that FamilyFirstPlan.org is not a registered investment adviser and that the membership, tools and courses are for education only. It states that the calculators are estimates for illustration only, not quotes, offers or guarantees, and do not include policy charges. It states that life insurance is a death benefit first, that any cash value is a feature of the policy and not an investment account, and that coverage, premiums and approval depend on the carrier, the product, the member's health and their state. This wording appears in the site footer and on your privacy, terms and disclosures pages.

Section twelve

Launch checklist

Work down this list once. Then you are live.

1. Create your admin loginGo to /admin/setup, paste the setup key we sent you, choose your email and a password. Do this first, before anything else.
2. Turn on your lead emailGive us the go-ahead and we create the sending account and add the key. You confirm the address quote requests should reach. Until this is on, leads still save, they just are not emailed to you yet.
3. Connect GoHighLevel Optional Send us the inbound webhook URL from your GHL workflow and we wire it the same day. Skip this step entirely if you do not use GoHighLevel. Every lead is still captured on your site either way.
4. Confirm your domainWe connect familyfirstplan.org to the site. You confirm it loads and the padlock shows.
5. Replace the illustrative storyThe home page tells the story of Marcus and Danielle to show how the plan works. Send us a real client story, with permission to use it, and we will swap it in.
6. Give us your Google reviews Recommended The home page says you are rated well on Google but does not quote anyone yet. Send permission to quote your reviews, or a link to your Google Business profile.
7. Have your compliance review donePrivacy, terms and disclosures, plus your ad copy. Send us any changes.
8. Remove the demo membersOverview tab, the Remove all demo members button. It clears all twenty sample members and their posts in one go. Do this once real members are joining.
9. Run one test all the way throughJoin as if you were a visitor, run a calculator, save a plan, and confirm the lead appears in your Leads tab (and in GoHighLevel too, if you connected it).
10. Post the first three videosScreen record yourself running each calculator. Evergreen, and they do the most work.

Section thirteen

Day to day care

Section fourteen

FAQ

Section fifteen

Technical appendix

For your records, or for any developer you bring in later.