AI Automation
+ Paid Search
A lead-generation and conversion system combining intelligent website automation with targeted Google Ads to help JGBC attract, qualify and respond to prospective employer groups more efficiently.
Turn Website Traffic Into Qualified Conversations
The goal is to connect acquisition, qualification and follow-up into one measurable system.
JGBC serves employers navigating employee benefits, compliance, cost containment, enrollment, self-funded programs and related benefits strategy. Prospective clients often need guidance before they are ready to speak with a consultant.
The proposed AI and paid-search system is designed to answer introductory questions, understand employer needs, capture qualified leads and ensure that high-intent prospects reach the right person quickly.
Important AI Guardrail
The chatbot will be designed primarily for employer education, lead qualification and routing. It will not provide medical advice, make individual coverage determinations or intentionally collect protected health information unless a separate compliant workflow is specifically scoped and approved.
From Search to Sales Conversation
Intelligent Lead Qualification
A website assistant trained around JGBC services and designed to move visitors toward the appropriate next step.
Knowledge Base
- JGBC website content
- Service information
- FAQs
- Approved sales materials
- Selected internal documents
Lead Qualification
- Company size
- Location / states served
- Benefits needs
- Renewal timing
- Current challenges
- Contact information
Human Handoff
- Contact routing
- Email alerts
- Meeting CTA
- Qualified lead summaries
- Conversation transcript
Automation
- Lead notifications
- CRM / spreadsheet entry
- Follow-up email
- Internal task creation
- Lead-source tagging
Analytics
- Conversation volume
- Lead completion
- Common questions
- Drop-off analysis
- Qualified lead tracking
Guardrails
- Approved-topic boundaries
- Escalation rules
- Answer confidence handling
- Medical-advice restriction
- Sensitive-data controls
Three High-Value Automations
Chat Lead Routing
Qualified chatbot conversations are summarized and routed to the appropriate JGBC contact with source, needs and prospect details included.
Benefits Checkup Follow-Up
Employer Benefits Checkup submissions can trigger an internal alert, structured lead record and personalized follow-up workflow.
Contact Lead Follow-Up
Contact-form and chatbot leads can receive immediate confirmation while simultaneously creating an internal notification and follow-up task.
High-Intent Employer Acquisition
A focused Google Ads program built around businesses actively searching for employee-benefits expertise.
Campaign Strategy
- Market and competitor review
- Keyword research
- Intent grouping
- Geo-targeting strategy
- Budget allocation
Campaign Build
- Google Search campaigns
- Branded search
- Non-branded service search
- Responsive search ads
- Ad assets / extensions
- Negative keyword library
Conversion Tracking
- Contact-form submissions
- Chat-qualified leads
- Benefits Checkup completions
- Phone-click events
- Consultation actions
- GA4 / tag configuration
Optimization
- Search-term reviews
- Negative keyword expansion
- Bid adjustments
- Budget optimization
- Ad-copy testing
Landing Experience
- Page recommendations
- CTA hierarchy
- Message alignment
- Lead-form recommendations
- Chatbot integration points
Reporting
- Monthly performance review
- Cost per lead
- Conversion rate
- Keyword performance
- Optimization recommendations
Three Quote Options
Each service can operate independently, or both can be deployed together as a connected lead-generation system.
AI Chatbot + Automation
Website AI assistant, knowledge-base configuration, lead qualification, handoff logic and three core workflow automations.
Estimated implementation: 6–8 weeks
Included
- AI chatbot strategy and conversation design
- Website knowledge-base ingestion
- Prompt architecture and answer guardrails
- Employer lead qualification flow
- Human-handoff workflow
- Lead summary and internal notification
- Up to three initial automations
- Email / CRM / spreadsheet connection
- Analytics configuration
- Testing and launch
Monthly Support Includes
Performance monitoring, prompt tuning, workflow health checks, minor knowledge-base updates, monthly analytics review and reasonable support.
Google Ads PPC
Complete Google Search campaign build, conversion tracking, optimization and monthly management.
Strategy, setup, tracking and launch
Included
- Google Ads account review / setup
- Keyword and competitor research
- Campaign architecture
- Geo-targeting configuration
- Responsive search-ad copy
- Ad assets / extensions
- Negative keyword strategy
- GA4 and conversion tracking
- Form and consultation conversion events
- Monthly optimization
- Monthly performance reporting
Recommended Media Budget
Approximately $3,500–$6,000 per month as an initial testing range. Media spend is paid directly to Google and is not included in the management fee.
AI + PPC Growth System
A combined acquisition, qualification and follow-up platform connecting Google Ads, the JGBC website, AI conversations, lead routing and conversion reporting.
AI chatbot + automations + complete Google Ads setup
Everything in Quotes 01 + 02
- AI chatbot build
- Three automation workflows
- Lead qualification
- Human handoff
- Google Ads campaign build
- Conversion tracking
- Monthly PPC management
- Monthly AI optimization
- Integrated lead-source tracking
- Cross-channel reporting
Integrated Advantage
Paid-search traffic can be measured through the complete path from keyword and ad click through chatbot conversation, qualification and consultation action—providing much clearer insight into which campaigns are creating meaningful leads.
Investment Comparison
| Option | Initial Build | Monthly | Media Spend |
|---|---|---|---|
| AI Chatbot + Automation | $10,500 | $850 / month | Not applicable |
| Google Ads PPC | $3,000 | $1,350 / month | Recommended $3,500–$6,000 / month |
| Combined AI + PPC | $12,500 | $1,950 / month | Recommended $3,500–$6,000 / month |
Maintenance Breakdown
AI · $850 / Month
- Conversation-performance review
- Prompt tuning
- Answer-quality optimization
- Automation monitoring
- Broken-workflow troubleshooting
- Minor knowledge-base updates
- Analytics review
- Monthly recommendations
PPC · $1,350 / Month
- Search-term review
- Negative keyword maintenance
- Bid and budget adjustments
- Ad-copy optimization
- Keyword expansion / pruning
- Conversion tracking checks
- Performance reporting
- Monthly recommendations
Project Process
Discovery
Goals, audience, services, target markets, current lead process, technical access and conversion priorities.
Build
Chatbot, automations, campaign structure, tracking and supporting configuration are developed.
Test
Conversation testing, workflow validation, conversion testing and paid-search quality review.
Launch
Systems go live and move into ongoing optimization based on actual visitor and campaign data.
Assumptions & Exclusions
Assumptions
- JGBC provides access to required website and analytics accounts
- Approved service information is supplied for chatbot training
- One primary project contact provides consolidated feedback
- Initial AI scope includes up to three workflow automations
- Initial PPC scope focuses primarily on Google Search
Not Included
- Google media spend
- Third-party AI platform fees
- LLM / API usage charges
- Premium CRM or automation subscriptions
- Major website redesign
- Custom CRM development
- HIPAA / PHI workflow implementation
- Additional automation systems beyond agreed scope
Third-Party Software
Where platforms such as OpenAI, Make, Zapier, a chatbot platform, call-tracking software or other third-party services are required, subscription and usage fees are billed directly to JGBC or passed through at cost. No markup is included unless agreed in advance.
Payment & Management
Recommended PPC Evaluation Period
A minimum initial 90-day optimization period is recommended after launch so campaigns have sufficient time to collect search-term, conversion and cost-per-lead data before making long-term decisions.
Attract Better Leads. Respond Faster. Learn From Every Conversion.
The combined system is designed to help JGBC generate demand through paid search, engage prospective employers immediately, qualify their needs and route high-value opportunities into a more efficient follow-up process.