Chief Strategist

Solo founder strategy • Lead gen • Individual agent recruitment • Daily briefs • Brand messaging

Daily Objectives

Lead Generation PipelineMorning

Scan new leads, identify top 5 highest-intent prospects, flag stalled nurture leads.

Independent Agent RecruitmentMidday

Review agent pipeline, trigger follow-ups, identify 3-5 new individual agent targets.

RLBD Agent CoordinationAfternoon

Compile content briefs for the Retirement Lifestyle by Design℠ agent based on lead insights.

Daily Brief Video ScriptLate Afternoon

Generate script outline, create ContentProject, email to info@primusmax.com.

Brand Messaging AuditEvening

Run automated brand audit, review results, compile daily executive summary.

Individual Agent Recruitment Milestones

Agents Contacted0/5

Initial pipeline seeded

Demos Scheduled0/10

Proof of concept

Agents Onboarded0/3

First distribution partners

Agents Onboarded0/10

National sales force foundation

Agents Onboarded0/25

National coverage achieved

Recruitment targets individual independent life insurance agents only — not IMO/FMO organizations.

How can I help you build PrimusMax today?