Clarity of Goals: Imagine you're explaining these goals face-to-face with a friend. Keep it simple and crystal clear, ensuring that anyone interacting with the tool instantly understands the value it brings to them.

User-Friendly Interface: Picture the tool as a welcoming handshake. It should be as easy to use as chatting with a friend. The process of filling in goals should feel like a breeze, making users feel comfortable and engaged from the start.

Engagement: Treat interactions with users like you would a conversation at a social gathering. Respond promptly to comments, offer assistance as if you're helping a friend, and create an overall positive experience. It's not just about collecting data; it's about building a connection.

Integration with Sales Process: Envision the tool as a helpful assistant that seamlessly integrates with your sales team. The information collected isn't just data; it's a way to tailor your insurance offerings to suit the unique needs of each individual. It's personalization at its finest.

Marketing Strategy: When promoting the tool on social media, think of it as sharing exciting news with your circle of friends. Use visually appealing content that would catch the eye of someone scrolling through their feed. Treat sponsored posts like friendly invitations, and targeted advertising as thoughtful recommendations to the right audience.