A launch plan for Clearidy
Prepared by Elevate Growth Solutions
A national brand and product launch built like a startup should build it: message first, measurement second, media third, and nothing scaled until it has earned it. No fear-based marketing. No wasted dollars.
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Clearidy isn't about preparing to die. It's about being the person who has it together.
Know what you have. Understand what it means. See what's missing. That is a benefit people feel today, while they are healthy and in charge. The "people you love" payoff is real, and it closes every message, but it never opens one. That single rule is what makes the category feel useful instead of heavy, and it is how we create urgency without fear.
Find any document in seconds. Understand what your policy actually covers. Walk into an advisor meeting knowing what to ask.
Retirement, downsizing, a new grandchild, a spouse taking over the finances. People act at these moments, and none of them require talking about dying.
A 20-minute readiness assessment. A score. A checklist. Getting organized is satisfying; we sell the satisfying part.
After the practical benefit: "and the people you love will never have to guess." The founders' own story carries this better than any ad.
Three segments, in priority order. The first gets the majority of early budget; the third is deliberately deferred until the funnel is proven.
Manages the family's paperwork and has just lived through the chaos of a parent's documents. Highest pain awareness, highest intent to act, most likely to tell friends.
Retirement is a natural, non-morbid trigger with a built-in season: Medicare open enrollment. Time, motivation, and more documents than anyone.
Real demand, but the buyer isn't the user, which creates onboarding friction. We test a "set it up together" angle in days 61–90 rather than lead with it.
A startup launch is a sequence of small, measurable bets that earn the right to a bigger budget, not one big moment.
Recommended-tier paid media by month. Spend grows only when a channel's cost per paid customer is inside the target we set together in week one.
Not every channel. Four to five initial bets, ranked by expected contribution in the first 90 days.
The best place to reach and test messages with adults 50+. Fast learning cycles, lookalikes from existing users.
Captures intent phrased as problems: "what documents do I need," "digital vault," competitor names. Lower volume, high intent.
Owned, trusted, and where trial-to-paid actually happens. We routinely see 33–54% open rates with these audiences.
Compounding. Plain-English answers to the questions people ask Google, and increasingly ChatGPT, before they know the category exists.
An attorney-founder with a real story is Clearidy's most credible asset. Podcasts and newsletters for retirees and caregivers are receptive and cheap.
Pre-roll on retirement and caregiving content, plus 4–6 micro-creators tested in days 31–60. Scale one or two.
One dashboard connected to your ad accounts, analytics, and subscription data. And a standing rule: when a platform's "conversions" can't be reconciled to real ones, we say so.
Full funnel and every channel in one Looker Studio view.
What we tested, what we learned, what changes this week.
Plain English. Results, decisions, next month's plan.
Structured recommendations so the founders can make budget calls with confidence.
Voyant Legal is a multi-office estate-planning firm. When we started in May 2026, Core Web Vitals were failing, analytics were undercounting organic traffic roughly 30 to 1, and core service pages ranked 101+.
We rebuilt the technical foundation in 30 days, then ran conversion-focused pages, plain-English FAQ content, four Google Business Profiles, and monthly reporting. When Google wrongly flagged the site and killed their Local Services Ads, we found the root cause and got them restored.
Gardner Energy, a Utah solar installer, wanted service revenue from 3,500 past customers and 500 with known system issues. Nobody searches for a "solar performance check," so the need had to be surfaced.
We designed the whole campaign: two segments with distinct messaging, a six-email phased sequence with A/B subject lines, direct mail with QR codes to dedicated landing pages, and an AI-assisted reply-triage system. The most telling result: the client asked us to pause week-four outreach so their team could catch up on inquiries.
Dressler Detours sells expert-led small-group educational tours: high-ticket, discretionary, and bought on trust. We've run their SEO, authority building, Google Business Profile, email to 1,000+ subscribers, and content since January 2026.
On the same account, an early paid-search campaign reported hundreds of platform "conversions" that couldn't be reconciled to bookings. We told the client, paused it, and rebuilt attribution around real inquiries and deposits. We'd rather have that conversation than send a flattering report.
You asked us not to ask for a budget, so here's what we believe is realistically required. Media is billed at cost with no markup, and Clearidy owns every account and all the data from day one.
The person writing this plan is the person who builds your messaging, landing pages, media, and reports. No handoffs. No junior team after the sales process.
Estate planning, retirees, homeowners: we speak to the 50+ consumer every week and know what makes them act, and what makes them leave.
Decisions in days, not weeks. More of your budget goes to media and learning instead of agency overhead.
Positioning, custom-coded pages, paid media, SEO, email, analytics, and reporting from one desk. Nothing gets lost in translation.
One dashboard tied to paid subscribers, and a track record of telling clients when a number isn't real.
A 45-minute conversation to walk the plan, then a working session with the founders to align on brand architecture, pricing, and the CAC target. We can kick off within a week of selection.
Download the full proposal (PDF)