Campaign files, website material, explainer exports and a prospect-list export are present. The archived JJ Safety case describes the JotForm / Dialogflow / Zapier implementation; a current configuration or usage log was not available in the reviewed folders. This case separates that account from directly inspected assets and further automation opportunities.
The business problem
Connect the work. Keep the judgment.
Benefits communications had to help both employer decision-makers and employees looking for practical guidance. My work connected educational campaigns, a mobile benefits portal and an advisor/reminder experience, so the information had a useful destination beyond a single post.
01Organize plan content→
02Create useful guidance→
03Connect the portal→
04Answer or escalate→
05Review & improve
What we worked on
The workflow, step by step.
The starting point, implementation path and business purpose of each workstream.
01
Archived implementation account + walkthrough
Benefits support and reminder handoffs
Starting point
Employees working away from desks needed a more accessible route to plan information than a paper guide or an HR email chain.
Business purpose & status
The project brings guidance, an advisor entry point and reminders into a connected experience. The old 40% utilization and 60% response-time claims lack the supporting measurement exports and are not treated as verified results here.
The process
Organize benefit documents and common questions around the employee journey.
Build the mobile portal in JotForm, linking plan information and claim guidance.
The archived case describes JotForm AI Agents and Dialogflow for question handling, with an HR escalation path.
Use the described Zapier connections for form activity, in-app notifications and SMS reminders.
Evidence reviewed: Archived JJ Health Benefits case, portal walkthrough and benefits-guidance assets.
02
Campaign deliverables inspected
Social media and email content reuse
Starting point
Complex benefits topics needed consistent explanations across carousels, newsletters, promotions and the website.
Business purpose & status
The folders contain coordinated educational creative and campaign assets. They support a reusable production process; no CBG social scheduler export or end-to-end auto-publishing log was found.
The process
Start with one benefits topic and the audience question it answers.
Use a shared hierarchy and visual system for educational cards and carousels.
Adapt the message for the relevant channel and link it to more detailed guidance.
Keep editorial and subject-matter review before publication.
An employee searching for a specific benefits task needed a clear page and a route back to the relevant service.
Business purpose & status
This connects discovery and education to a useful support destination. No CBG search-performance export or ranking-attribution record was found; organic growth is not claimed.
The process
Turn common benefit and claim questions into focused landing-page topics.
The archived project describes Zoho Landing Pages and WordPress pages linked into the portal.
Use readable page structure, practical guidance and an obvious next action.
Keep plan-year information current and review claims with the responsible team.
Evidence reviewed: Archived JJ portal case and saved CBG website content.
04
Video deliverables present
Explainer video as a reusable education asset
Starting point
Benefits concepts could require repeated explanations in different formats.
Business purpose & status
The Vanishing Deductible and Healthcare Explainer Toolkit exports show produced video work. They do not establish automated editing; the time model below treats templating as an opportunity, not a measured delivery result.
The process
Turn a complex subject into a short, structured explanation.
Apply consistent branding, visual hierarchy and a clear next step.
Export the explainer for campaign and service education.
Review accuracy and readability before reusing the asset.
Evidence reviewed: CBG video library: Vanishing Deductible and Healthcare Explainer Toolkit exports.
05
Prospect-list artifact · pipeline unverified
Lead preparation for employer conversations
Starting point
Employer outreach needs suitable decision-makers, relevant context and an accountable sales follow-up.
Business purpose & status
A CFO prospect-list export with message fields supports prospect preparation. It does not prove an automated generator, sent outreach, qualified leads or signed accounts. The revenue model demonstrates a possible commercial path, not CBG sales results.
The process
Define the employer audience and decision-maker profile.
Use a structured prospect list to hold role, location, profile reference and draft-message context.
Review relevance and duplicates before any outreach.
Track replies, qualified meetings and signed business separately from list size.
Evidence reviewed: CFOs List 1 — EZPipeline CSV, inspected for schema only; personal contact rows are not published.
06
Opportunity · no client workflow verified
Reporting: the next measurement layer
Starting point
A campaign and support program needs one view of production, inquiries, advisor usage and escalations to prove its value.
Business purpose & status
This is a recommended extension of the case, not a claim that CBG reporting was already automated. It appears in the scenario to show how the opportunity could be evaluated.
The process
Define separate campaign, prospect and employee-support measures.
Standardize a weekly reporting template and identify the owner of each source.
Connect exports only after the underlying fields and permissions are confirmed.
Compare preparation time and matched outcomes across the same reporting period.
Evidence reviewed: Measurement gap identified during this review; no CBG reporting automation or execution log located.
How I approached the build
A process the team can carry forward.
01
Start with the repeated questions
Organize benefits topics and common employee needs. Separate employer marketing from employee support so each audience gets an appropriate next step.
02
Create a consistent information system
Make campaign copy, explainer content, claim guides and portal entry points work together. Reuse reviewed content instead of recreating the explanation.
03
Connect guidance and support
The archived implementation describes the JotForm portal, advisor and Zapier reminders. Keep an escalation route for questions that need the responsible human team.
04
Prepare the outreach handoff
Structure decision-maker records and draft context, then check fit before outreach. A prospect list is the beginning of a sales process, not its outcome.
05
Add evidence before scaling claims
Measure support handling time, content effort, qualified meetings and retained accounts. Validate current workflow configuration before attributing any savings to automation.
Time, cost & commercial potential
Make the value inspectable.
An adjustable scenario—not an attributed client result. All defaults are disclosed and can be changed.
Illustrative model · USD
Every volume, task time, conversion rate and customer value below is an assumption. These are not measured savings or actual sales for Custom Benefits Group. Change the inputs to test a different scenario.
The manpower question
How much capacity could this recover?
At the example workload, the difference between manual and assisted handling is 29 hours per month. That is 3.6 eight-hour workdays, or 0.18 of a 160-hour working month. It is capacity to redeploy—not proof that a position or salary was removed.
Before and after are minutes per item. Review time remains in the assisted estimate. Task boundaries below avoid counting the same production work twice. CBG rows marked prospective or proposed are opportunities rather than verified automations.
Routine benefits questions
Blended human handling per question; includes escalation. Assumes an advisor resolves a portion safely.
9.3 hours · $233 monthly capacity value
Reminder preparation
Recurring deadline reminders using approved templates; excludes enrollment decisions.
2.7 hours · $67 monthly capacity value
Campaign content adaptation
Reuse of reviewed messaging and layouts; excludes video and subject-matter review.
5 hours · $125 monthly capacity value
SEO page preparation
Page organization and reusable structure, not autonomous SEO or a ranking guarantee.
1 hours · $40 monthly capacity value
Explainer video assembly
Prospective template-assisted workflow; automated CBG editing is not verified.
4 hours · $120 monthly capacity value
Prospect preparation
Prospective assisted research and list preparation; excludes sending and sales conversations.
5 hours · $100 monthly capacity value
Weekly reporting
Proposed standardized reporting workflow, not a verified CBG automation.
2 hours · $60 monthly capacity value
The default $100 tool allowance and four maintenance hours at $60/hour are budget assumptions, not client invoices. Setup assumes 40 hours at $60/hour. At these inputs, simple setup payback is 5.9 months, only if the modeled monthly capacity value is realized. Existing salaries do not become cash savings unless paid hours, outsourcing or an otherwise necessary hire actually decrease.
For CBG, employer prospecting could lead to a qualified discovery meeting and then a retained consulting or benefits account. Use the revenue or commission actually retained by CBG—not employer premium spend, healthcare savings or an employee’s benefit value—as the customer value in this model. Employee portal usage is a service outcome, not an employer sales lead.
Unique prospects100
Qualified50
Meetings held5
Paying customers1
One acquisition cohort, not a rolling monthly forecast. Rates apply successively: qualified ÷ prospects, attended meetings ÷ qualified, then paying customers ÷ meetings. Fractional customers represent expected values, not actual people or accounts.
6-month cohort revenue$3,000
Contribution before acquisition$1,500
Contribution after acquisition$500
Acquisition cost per paying customer: $1,000. Include prospecting labor, data, outreach, allocated setup and sales costs in the acquisition budget. Margin must already allow for delivery costs. The result excludes fixed overhead and tax; it is not net profit. No churn is modeled inside the chosen retention period. Neither higher list volume nor this example guarantees revenue.
Revenue = prospects × qualification × meeting × close rate × monthly customer revenue × months retained. Contribution after acquisition = revenue × contribution margin − cohort acquisition cost. Do not add the labor-capacity value to sales contribution as if both were incremental cash.
What does this work usually cost?
A market reference, with scope in mind.
These published Upwork ranges give context for outsourced labor. They are marketplace benchmarks, not Nadine’s pricing or either client’s actual spending. Geography, scope and experience differ; the SEO range is US-specific. The calculator uses selected hourly assumptions, not a quote.
For implementation, Upwork’s marketing automation guide ↗ lists $40–$90/hour, $2,000–$5,000 for a standard campaign implementation, and $5,000+ for complex custom work. These case scopes may span several projects. Software, API usage and ongoing maintenance are additional unless included in a contract.
Market references checked October 31, 2026. A tool budget must be priced against actual plans, seats, channels, message volume and API usage; no vendor subscription total is asserted here.
What would prove the result?
Measure the work and the outcome.
Verify the current portal, advisor knowledge, escalation behavior and notification configuration.
Time question handling and campaign production, including human review and exceptions.
Match employer prospects to attended meetings, signed accounts and collected fees or commissions.
Keep employee-service metrics separate from employer-sales metrics and measure total operating costs.
Let’s make it happen
Where is your team doing the same work twice?
Let’s map one repeated process, define the review points and see whether automation has a useful business case.