GOAL Knowledge Base

Everything AMs & AEs need, in one searchable place.

Quick answers, best practices, and the processes that keep accounts healthy. Search across every SOP, playbook, reference and definition.

74 resources · 13 categories · 55 glossary terms|Popular:

Browse by format

How formats are structured

Every document has one format, and each format is laid out the same way every time. If you know the format, you know where to look.

Numbered procedure. Purpose, terminology, steps, nuances.

Reference brief35

Definitions first, then the framework. Built to look things up in.

Competitive report5

How one competitor operates and where GOAL differs.

Modules, day plans and the milestone each week ends on.

Certification rubric. One question per criterion, three levels.

Fields in, ratios out. The numbers an AM is expected to explain.

Timed agenda with a prep checklist and a result per segment.

Say this, listen for that. Positioning moves, and what not to say.

A stage chain with the metric that measures each transition.

Transcript47

Real onboarding, review and demo calls. Background sources for GOAL AI.

The metric vocabulary, each term with its calculation.

Format guide

What each format looks like, and how to write one.

Start here: the essentials

The six SOPs in the order an account moves through them. Read them once in this order and the rest of the hub makes sense.

1Client Onboarding SOPPre-meet prep, the onboarding call and post-launch activation.Client Onboarding 2Auto Insurance Campaign Setup: Targeting & Bid ModifiersTargeting, funnel, creatives and day-parting.Campaign Setup 3Right Pricing SOPBase bids, source modifiers and bid math end to end.Right Pricing 4Campaign Optimization SOPThe three pillars: demographics, geography and source.Campaign Optimization 5Importing Disposition Data SOPLead outcomes, bulk import, field mapping and import errors.Disposition Data 6Account Review SOPThe account-review process, KPIs and the recurring client cadence.Account Reviews

Browse by category

13 categories, mapped to the work rather than to the folder it came from.

Platform FundamentalsWhat GOAL is, the value proposition, core features and how the platform fits together.7 Insurance Industry KnowledgeAgency types, lines of business, carriers and the regulatory context our clients operate in.7 Client OnboardingPre-meet prep, the onboarding call and post-launch activation for new client accounts.8 Campaign Setup & ConfigurationTargeting, funnel, creatives and day-parting — standing up a campaign the right way.1 Right Pricing & Bid ManagementThe RightPricing process: base bids, source modifiers and bid math end to end.2 Campaign OptimizationThe three pillars — demographics, geography and source — plus campaign audits.10

Account Reviews & Client ManagementThe account-review process, KPIs and running a great recurring client cadence.6 Disposition Data & ReportingLead outcomes, bulk import, field mapping and resolving import errors.1 Data Analysis & Performance MetricsCPA, CPL, conversion ratios, benchmarking and reading the numbers correctly.8 CRM Integrations & Technical SetupSupported platforms (Close and others), configuration and technical setup.2 Client Communication & RelationshipDiscovery, demos, objection handling and the soft skills that build trust.14 Competitive LandscapeKey competitors, how they operate and where GOAL differentiates.8 Account Transitions & Internal ProcessHandoffs, internal workflows and how work moves across the team.1 transcript, behind the scenes

47 call transcripts stay in the background: they ground GOAL AI answers, but never appear in the library or in search results.

Coming to the hub

95 files are queued for ingest, tracked in the coverage audit. If something you need is missing, check here before asking.

60

ASM ramp assets

20

Demo transcripts

10

Training decks

5

Playbooks and notes

Coverage audit