Member's Training Call: November 6, 2025

Small Business Advantage Member's Training Call | November 6, 2025
Hot Niches for Telehealth and Lead Generation Across Platforms

Live Webinar with Syd Michael, Vanessa Roberts, & Brian Anderson
(Raw transcription; not proofed for grammar or spelling.)

Click here for Google Doc of the transcript.

[0:02] Vanessa: Give us a second to get everybody in. I got Tom here with me. Welcome, Tom. We've got Sherry—I'm gonna bump her too, yeah, okay. We'd love for them to know all the questions y’all ask me. Everybody see and hear? Okay.

[0:30] What we're talking about today is Module Four, Part Two, and that is marketing and generating leads for the Telehealth Benefits Package for Illusional.

[0:39] Last week, we dove super deep into email. Today, we're going to be talking about other ways to expand your lead generation efforts.

[0:59] Good morning, Guy, great to see you. Guy is rocking and rolling with the association. That's amazing.

[1:05] Donald is killing it also with associations. We've got a race for the first big association signed on from an agent. I can’t wait until we can announce that.

[1:29] Please do not hesitate to pop your questions into the chat. I will either bring them up if they’re in line with the official training, and if not, we will answer you via the chat in the questions box.

[1:51] After we go through the official Module Four, Part Two training, we will just open the floor for general Q&A.

[1:58] All right, let's jump in.

🔥 Hottest Niches
[2:04] Vanessa: Okay, so what we're gonna talk about first is hot niches.

[2:08] As you know, in the members area, we've produced over 50 email campaigns based on a proven winning structure. We also take requests to generate new niche email campaigns for you, but we've gone one step further and narrowed it down to the hottest niches that we recommend you go after first.

[2:40] You don't have to go after these. We endorse that, we support that.

[2:50] But if the question on your mind is, “Where do I start?” That's what we want to answer.

[2:58] Restaurants, landscaping, HVAC, roofing, independent car dealers, contractors of all sorts—as you see on the screen.

[3:08] So why do these work?

[3:09] They're smaller teams, so it doesn't get overly expensive for the business owner to provide these services.

[3:24] Speaker (Syd/Brian): I don't think your screen—if you're going to a different slide already—not every single time. I'm so sorry. Yep.

[3:30] Vanessa: We're talking about the hottest niches. So yep, to catch up—

[3:42] We also have a section in your members area—the smallbusinessadvantage.net under Marketing Materials—that is “Hottest Niches.” And so it directly links you to this list… Okay, so they're already segmented out for you. You don't have to remember this, and you don't have to guess.

[4:10] Cost-conscious owners. Now, that doesn't mean that they don't provide insurance. You could absolutely have both. But many of these niches… aren’t already spending a lot of money on insurance.

[4:37] There is high employee turnover, and they need retention tools.

[4:44] The onboarding process with Illusional is really, really simple for the business owner.

[5:09] And now the struggle to offer competitive benefits packages—hands down, I could say we're the best out there.

[5:18] Value over price. We built the package for Illusional to be the best and the most affordable—the highest value for the lowest price—for the business owner and for all the employees, right?

[5:37] And again, the business owner does get additional benefits from the employees but does not pay additional money.

[6:08] All right, so those are the industries that we have identified as hot, that we have prepared the campaigns for and provided to you.

[6:18] They are all available in our done-for-you list generation service. So you can just use the drop-down, select any of those 13, and we will give you a list anywhere in America.

🔍 Identifying Your Ideal Target
[6:42] Vanessa: But if you want to identify ideal businesses outside of the list that we've given you, this is the criteria we recommend you look at if you're just picking your own target, right?

Team size from 5 to 50—that's the sweet spot, right? Too large, they go with enterprise solutions…

Evaluate their current benefit situation. If there's no benefits currently offered, obviously that's a hotter target, right?

The industry pain points, right? High employee turnover and competing with other companies that might be able to offer different kinds of incentives rather than just salary.

Your ability to access a decision-maker—if you have an “in” with somebody… that is going to make that a hot niche for you.

The financial indicators for the business type—they have to be… profitable but cost-conscious, right? They're looking for value, not luxury.

Urgency signals—are they actively recruiting? Do they have jobs posted? Have they recently lost key employees, and are they expressing frustration about staffing?

[9:38] Okay, so once you've identified your target, we can talk about why Illusional is perfect for these businesses, right?

[9:49] These are some talking points that you can address with them so that you're prepared when they say, “Why should I pick you? Why should I do this at all?”

[10:03] Flat-fee pricing versus traditional insurance—literally five to 10%, right?

[10:32] They've got 10 employees—they could cover all of them for the low-end price of one, right?

[10:40] There are no employee minimums, so it's perfect for a smaller team.

[10:50] The advice we give all agents as soon as you join us is: be your own first customer.

[11:16] Small businesses can offer benefits and compete with those larger businesses that have the established benefits package.

[11:31] Speaker (Syd/Brian): Hey, real quick, just to reiterate, if you're signing up yourself as an agent and you're buying the service, you have to make sure you use a different email than the email you used when you signed up as an agent for Illusional.

[11:53] And please don't make up any information when you buy it for yourself… Make sure you're using all the right information when you sign up.

[12:32] Vanessa: The reason for that is you have an agent account on the Illusional platform with your agent email address. That agent account cannot also be a customer account. And so we have to have a different valid email address and phone number for your customer account.

[12:59] We can offer this service to individuals. Yes, so if you're targeting these small businesses and they're like, “Hey man, I'm a one-man shop, it's only me, I don't have any employees,” absolutely yes, go for it.

[13:14] They get the BusinessSense—it’s just the name of the package.

[14:00] Is the company covering all costs, or does the employee pay something? Randall, the approach, the plan, the pitch, the proposal that you go in with—that we recommend—is that the business owner does pay for everything and provides this as a service to their employees. That is the model, okay?

[14:22] If a business owner doesn't want to do that and wants a payroll deduction, they can.

[14:33] Do the participants have to get another insurance coverage for hospitalizations, x-rays, and mammograms? Victoria, they do not have to get insurance. Does this Illusional service pay for things like hospitals, hospitalizations, x-rays, and mammograms? The answer to that is no.

[15:06] Speaker (Syd/Brian): You would get a referral… The doctor that's talking to you on the telehealth will tell you that this is more than what a telehealth visit can cover.

[15:30] It just bridges that gap.

[16:23] Vanessa: If you leave the business name blank, it auto-populates in our system with their first and last name. If they are not a business, leave the business name blank. It's totally fine.

[16:35] No, they will not order blood work.

[17:02] It's not part of this, but it will be recommended.

[17:29] The transfer of information is already a built-in, easily facilitated process. They want to work with you to keep you healthy and get you taken care of.

[17:54] Grace is asking about the prescription discount. What do they have to pay at the pharmacy? It is different for all medications, right? It is a prescription discount program.

[18:41] Family coverage is included. It is employee, spouse or domestic partner, and up to six dependents over the age of two.

[19:19] And they do not have to live in the same house.

[19:57] Do not ever send anybody to just illusional.com; that will not track you as a lead.

[20:06] Can you confirm at what point the team helps us close a sale? Robin. On your lead capture page, once a business enters their name, business information, phone number, email, number of—and hits “Enter” or “Enroll, Start Now”—that becomes a lead in our system. If they don't buy within 15 minutes, it kicks off our automated process… and the closing assistance happens at that point.

[21:48] It takes about 15 minutes from the moment they pay to get all the way set up.

[21:54] It's, in my opinion, easier than setting up with insurance.

[22:09] When I can pull my phone out when I'm showing somebody and demonstrate on my phone, it's a really, really powerful sales tool.

[22:33] Speaker (Tom): When you can say, “I use this; this is good for my family,” or “This made a difference in my business,” people—you know—that personal endorsement means a lot.

[23:31] Vanessa: Immediate implementation. If they pay today at 1 p.m…. their employee has access to set themselves up on the 16th minute.

🚀 Marketing Strategies
[24:36] Vanessa: How are we gonna get them to talk to us?

[24:39] Start with who you know. We call it the circle method.

[24:52] This is going to be your highest conversion rate option.

[25:36] With a list of 20 warm contacts, it’s a softer landing. You can practice your speech by having a conversation.

[25:56] Next, show up where business owners are. Chamber of Commerce events, trade shows, B&I chapters, local business meetups.

[26:23] And elevator pitch: “I help small businesses offer health benefits for under 40 bucks for a whole family per month,” right?

[26:48] Get the experience. The more you have these conversations, the more comfortable you will be having them.

[27:47] Client referrals: a happy client is, on average—industry average—good for two or three referrals.

[29:33] Speaker (Tom): I don’t know that you would necessarily throw money at these people. To me, it’s a lot more emotional. And hey, it’s a friend helping a friend.

[30:32] Vanessa: Moving past the in-person, right—there are ways to generate an audience online.

[30:51] Start off organically. Share information across your existing platforms.

[31:24] You can just start educating them about what you're doing.

[32:39] Facebook posts and expected results. Post four times per week.

[35:05] And use awesome graphics—use comparison graphics.

[36:19] Reach decision makers directly. The lists we give you include links to the business’s LinkedIn page…

[38:59] Email Marketing Expected Results: If you’re booking consultations… you can expect a 5–10% click-through rate .

[43:21] Targeting ads. We want to think about paying for ads, boosting posts, etc., we want to target our audience.

[45:49] Use cost-comparison creative, right?

[46:58] Going viral with educational content. Give, don’t ask. Give information without asking for something back.

[48:39] An example of a way to do this would be making TikTok videos.

[50:51] High-performing content type is usually tapping into the trends that are working. The cost-comparison hooks always work.

[53:17] Almost every social platform now… has a “story” that is prioritized by the social media platform where you can make your story of the day.

[54:46] For Instagram implementation—you’ll need the Instagram app (it’s free). You can use Canva for creating graphics.

[58:11] All right, so that is the crash course on using free and paid online sources to get more eyes on your Illusional opportunity.

[1:00:50] I promised that I would show the comparison chart.

[1:04:46] Should we refrain from using Illusional or the Illusional logo in any of our marketing materials? Do not refrain from that. We want you to represent Illusional. What you cannot do is represent yourself as being Illusional.

[1:13:33] The best way to test, honestly, is be your own first customer.

[1:13:49] Is the commission payment process now available to add our banking information? Yes, Gary, when you are owed a commission, that is when you’re onboarded in the commission payment structure.

[1:15:09] Thank you, everybody.