Intrepid FL

SEO & Website Transformation

SEO & Website Transformation

An eight-phase SEO, GEO, and website optimization project for Intrepid Financial — Northeast Florida-based, serving clients nationally where licensed.

An eight-phase SEO, GEO, and website optimization project for Intrepid Financial — Northeast Florida-based, serving clients nationally where licensed.

Client

Intrepid FL

Industry

Independent Insurance Agency

Services

SEO, GEO & Website Optimization

Deliverables

Eight-phase optimization project

Intrepid FL — Growth Strategy Dashboard

Growth Roadmap

Strategy Complete

100+

Sources analyzed

1,000+

Keywords researched

9

Pages built or improved

Local Search Targeting

Northeast Florida-based, serving clients nationally where licensed

Service Paths & Links

Clearer service paths and internal linking

Retirement & Rollover

Positioning, FAQs, CTAs, mobile, and calculator

THE CHALLENGE

The Challenge

Intrepid Financial engaged Sailboat Automation for an eight-phase SEO, GEO, and website optimization project. The work focused on clearer service paths, retirement and rollover positioning, local search targeting, internal links, FAQs, CTAs, mobile presentation, and the retirement-income calculator.

Intrepid Financial engaged Sailboat Automation for an eight-phase SEO, GEO, and website optimization project. The work focused on clearer service paths, retirement and rollover positioning, local search targeting, internal links, FAQs, CTAs, mobile presentation, and the retirement-income calculator.

Service Paths

SEO & GEO

Retirement Positioning

Local Search

Mobile Experience

THE SOLUTION

The Solution

Across eight phases, the project analyzed 100+ sources and researched 1,000+ keywords. Nine pages were built or substantially improved, with work spanning service paths, retirement and rollover content, local targeting, internal links, FAQs, CTAs, mobile presentation, and the retirement-income calculator.

Across eight phases, the project analyzed 100+ sources and researched 1,000+ keywords. Nine pages were built or substantially improved, with work spanning service paths, retirement and rollover content, local targeting, internal links, FAQs, CTAs, mobile presentation, and the retirement-income calculator.

Business Discovery

In-depth sessions to understand operations and goals

Website & SEO Audit

Full audit of site structure, content, and search performance

Complete

Business Analysis

Competitor research and workflow bottleneck identification

Automation Opportunities

AI-assisted identification of high-impact automation areas

Strategic Growth Roadmap

Tailored plan for sustainable, scalable business growth

KEY IMPROVEMENTS

Key Improvements

Local Search Targeting

Northeast Florida-based, serving clients nationally where licensed.

SEO & GEO Research

100+ sources analyzed and 1,000+ keywords researched.

Retirement & Rollover

Refined positioning across retirement and rollover content.

Service Paths & Links

Clarified service paths and strengthened internal links.

FAQs & CTAs

Improved FAQs and calls to action across key pages.

Mobile & Calculator

Updated mobile presentation and the retirement-income calculator.

DELIVERABLES

Project Scope

100+ Sources Analyzed

Project scope

1,000+ Keywords Researched

Project scope

9 Pages Built or Improved

Project scope

SEO & GEO Optimization

Project scope

Service & Retirement Paths

Project scope

Calculator & Mobile Updates

Project scope

PROJECT Sample GALLERY

Strategy Documentation

Business and SEO Discovery Report for Intrepid Financial, version 4.0, dated July 2020
Business and SEO Discovery Report cover page for Intrepid Financial, featuring bold text and a clean design
Business and SEO Discovery Report for Intrepid Financial, version 4.0, July 2020, by Sailboat Automation

Strategy Presentation

Geographic opportunity map highlighting affluence, retiree density, and business counts in Northeast Florida counties

Target Priority

Geographic Opportunity Map highlighting affluence, retiree density, and business counts in Northeast Florida counties

Target Priority

Geographic opportunity map showing key counties in Northeast Florida, with data on affluence and demographic signals

Target Priority

Data table displaying keyword metrics, including search volume and competition levels, for various terms related to pensions
Graph and data table displaying keyword performance metrics related to "fixed annuity" and related financial terms
Data table showing keyword analysis with categories, search volume, competition metrics, and trend graphs

Key Word Tracking

Flowchart outlining steps for SEO website optimization, including discovery, building, and growth phases
Colorful graphic outlining the steps for digital marketing: Discover, Build, and Grow, with numbered items for each section
Flowchart outlining stages of SEO strategy: Discover, Build, Grow, with specific tasks listed under each stage

Business Workflow Diagram

CLIENT TESTIMONIAL


"We worked with Finley from Sailboat Automation to help our agency see more traffic drawn to our website.  We started with a consultation, and Finley provided solutions to meet our needs and goals.  Every step was handled professionally, timely, and with expertise.  The website design exceeded our expectations and successfully brought more potential clients to our page."

Insurance Agency

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