

⚠️ Warning: This Pricing Is Not Permanent.
Agents who act now pay less. Forever. - Lock in your rate for life
Revenue Blueprint™ is a CRM and brand positioning system built specifically for life insurance agents and small businesses who want a predictable pipeline, stronger follow-up, and a brand clients remember.
Built by award-winning marketing and financial strategist
Collette Alves after 25+ years of Fortune 500 marketing experience.
Let automation handle the busywork — you’ve got clients to serve and a business to grow.

Built for new and growing life insurance agents and small businesses who want a simple, predictable way to manage clients, stay connected, and turn relationships into revenue—without relying on memory, sticky notes, or hoping you remember to follow up.

Choose how you want to launch Revenue Blueprint™
Build it yourself, build it with guidance, or let us install everything for you.
Warning: This Pricing Is Not Permanent.
The agents who act now pay less. Forever.
The agents who wait pay more. For the same system.
Perfect for agents who want the system and will implement it themselves.
$67 / month
Revenue Blueprint™ CRM system
Lead pipeline & contact management
Automated follow-up templates (email + SMS)
Appointment booking integration
Simple step-by-step setup guide
Upgrade to DWY or DFY anytime
We build the system with you and help you align your brand.
$87 / month
Everything included in DIY
Guided CRM setup session
Pipeline and automation configuration
Agent ID Lab™ brand clarity process
BrandEdge™ positioning recommendations
Two strategy sessions with Collette
Full CRM installation, automation setup, and brand positioning, completely done for you.
$197 / month
Complete CRM installation
Full automation setup (email + SMS nurture)
Everything included in DWY
Calendar and lead capture integration
BrandEdge™ strategic brand positioning
Two private strategy sessions with Collette
Most agents don’t need more information…
they just need a system that actually helps them follow up and stay consistent.
If you want something simple → start with DIY
If you want help setting it up → go with DWY
If you just want it handled → choose DFY
Think of it as the system that keeps your business from living on sticky notes, memory, and random follow-ups. Revenue Blueprint™ captures leads, automates communication, and organizes your pipeline so opportunities stop slipping through the cracks.
Nope. If you can send a text message, you can use Revenue Blueprint™. The system handles the heavy lifting — automation, follow-ups, lead tracking — so you can focus on what actually makes money: conversations and closing business.
Oooh glad you asked.
DIY → You build it yourself using our blueprint.
DWY → We build it together and make sure it fits your business.
DFY → You relax while we install the whole thing.
Same system. Different levels of help depending on how hands-on you want to be.
Absolutely. Whether your leads come from referrals, social media, ads, or that spreadsheet you’ve been meaning to organize since 2022… Revenue Blueprint™ can capture them and automate the follow-up.
Pretty quickly. Most agents can start using the system the same day they get access. If you choose DWY or DFY, we’ll guide the setup so you’re not staring at a screen wondering what button to press.
Nope. That’s the entire reason Revenue Blueprint™ exists. Most CRMs are powerful but overwhelming. This one is structured specifically for insurance agents so it actually supports how you sell and follow up.
You’ll receive onboarding instructions and access to the system. Then you’ll either start your setup guide or schedule your onboarding session depending on your plan. After that, your pipeline officially stops running on memory and hope.
Yes. You’re not locked into anything. Founding member pricing simply stays active as long as your account stays active.
Fair question. Tools don’t write policies — agents do. But the difference between struggling agents and consistent producers is usually simple: they have a system that captures opportunities and follows up consistently. Revenue Blueprint™ makes sure leads don’t disappear because life got busy.
Totally fair. Most agents already have a CRM… they just don’t use it, or KNOW how to use it. Revenue Blueprint™ isn’t just software — it’s a system designed specifically around how insurance agents generate leads, follow up, and book appointments. If your current CRM is working perfectly, keep it. If it’s collecting dust, this may be the upgrade your pipeline needs.
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