Team Operations Guide
Complete role hierarchy with naming convention (Role 1, Role 1a, etc.), sub-role breakdowns, onboarding checklists, and downloadable PDF playbooks for every position.
🎯
15
Primary Roles
🔀
23
Sub-Roles
👥
38
Total Positions
📄
38
Downloadable PDFs
Naming Convention
Role 1, 2, 3...
Primary department role — one person owns this domain
Role 1a, 1b, 1c...
Sub-role under a primary role — additional hire as volume grows
Roles 12–15
New roles not in original 11 — critical functions now documented
Platform Director / Growth Lead
You own the vision. Every other role reports up to this one.
Chief of Staff / Operations Coordinator
You keep the Director's vision operational — tracking, coordinating, and unblocking.
SEO & AI Search Manager
You make sure Google, ChatGPT, Perplexity, and every AI finds us first.
SEO Technical Specialist
You own the under-the-hood technical foundation that makes all SEO work.
Link Building & Backlink Specialist
You build the domain authority that makes all content rank higher.
Content Manager
You direct the voice, strategy, and publishing pipeline for all content.
State Guide Content Writer
You build the 50-state localized content engine that dominates geo search.
Q&A Knowledge Base Specialist
You build the knowledge base that powers AI citations and the public search engine.
Video Script & Social Content Writer
You create short-form content that reaches audiences where they actually are.
Lead Generation Specialist
You optimize every touchpoint where a visitor becomes a lead.
Conversion Rate Optimization (CRO) Specialist
You squeeze more leads from existing traffic — the most profitable role on the team.
AI Chat & Chatbot Manager
You make the AI Chat the best insurance salesperson who never sleeps.
Paid Media & Advertising Director
You direct paid traffic strategy across all channels for profitable growth.
Google & Search Ads Specialist
You own the search intent channel — capturing people actively looking for insurance.
Social & Video Ads Specialist
You reach people before they're searching — building awareness and driving intent.
PR & Partnerships Director
You build the brand's reputation and open B2B referral pipelines.
B2B Partnership Developer
You build the network of professional referrers who send high-quality clients.
Referral Program Manager
You turn happy clients into your most powerful marketing channel.
CRM & Lead Management Director
You make sure no lead ever falls through the cracks.
Lead Intake & Qualification Specialist
You are the first human touch in every lead's journey — make it count.
Email Marketing Specialist
You turn email into the highest-ROI channel in the entire marketing stack.
Customer Success & Retention Manager
You turn one-time clients into lifetime relationships and referral engines.
Client Success Specialist
You are the ongoing relationship for every enrolled client — their trusted advocate.
Marketing Automation Engineer
You keep the machine running so leads flow in while everyone sleeps.
Email Automation & Sequence Technician
You build and maintain the technical plumbing that makes all email automation work.
Funnel Architect & Conversion Engineer
You design and optimize the complete journey from first click to enrolled client.
Data & Analytics Director
You translate numbers into decisions that make everyone else more effective.
Visitor Analytics & UX Analyst
You understand exactly what visitors do on the platform and why they leave.
Demographic Persona Research Analyst
You build the audience intelligence that makes every message more relevant.
Platform Administrator / IT Manager
You keep the entire platform healthy, secure, and ready to scale.
Domain & Infrastructure Specialist
You own the technical infrastructure that makes the platform accessible and fast.
Licensed Insurance Agent / Enrollment Specialist
You are the human who closes — turning qualified leads into enrolled, happy clients.
Medicare & Senior Plans Specialist
You navigate the complexity of Medicare so clients 60+ don't have to.
Small Business & Group Plans Specialist
You serve small business owners who need to cover themselves and their teams.
Compliance & Legal Manager
You keep the entire operation legal, licensed, and protected.
Social Media & Community Manager
You build the brand's social presence and community that creates trust at scale.
Short-Form Video Creator
You produce the TikTok and Reel content that makes health insurance actually engaging.
Carrier Relations & Product Manager
You manage insurance carrier relationships to ensure the best plans and commissions.
The Platform Growth Flywheel
Every role feeds the next. 15 roles, 40 positions, one machine.