{
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    "address": "1265A 8 St E, Saskatoon",
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    "audit_completed_at": "2026-06-19 23:22:25",
    "audit_issues": "[\"There are no visible testimonials on the homepage, which reduces trust for first-time visitors - that often leads to hesitation or comparison before they contact you.\", \"I counted 31 scripts and 2 images on the homepage (17 blocking scripts, 1 images without lazy-loading). That can slow down initial load and add friction before visitors engage - which often leads to early drop-off, especially on mobile.\"]",
    "audit_last_error": null,
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    "body_text": "Customplan Financial Advisors Inc. | Award Winning MGA (604) 687 7773 Contact Us ADVISOR LOGIN Home About Executive Team Announcements Become An Advisor Partners \u0026 Affiliates Our Locations Events Resources Select Page Unprecedented Resources, Superior Training. Join a producer group of independent advisors whose expertise helps you excel, and your practice escalate. Become an advisor \uf0eb How to become an independEnt financial advisor Learn More \uf3c5 Where are we located? Find a Customplan office close to you Learn More \uf0c0 PARTNERS \u0026 AFFILIATES Explore our Partnerships, Alliances \u0026 Affiliates Learn More Customplan Financial Advisors Inc. is an award-winning managing general agency, servicing advisors across Canada. At Customplan, we believe in empowering and creating independent advisors. Home About Executive Team Become an Advisor Partners \u0026 Affiliates Resources Our Locations \uf124 Customplan Financial Advisors Inc. 1160-1090 W Georgia Street, Vancouver, BC, V6E 3V7 MAP \ue090 (604) 687-7773 \uf2b6 Contact Us Follow Follow Copyright 2024, All Right Reserved, Customplan Financial Advisors Inc. | Privacy Policy",
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    "booking_link": null,
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    "candidate_fingerprint": "0dba626468431d861cde23a3775b8eb8497763b1",
    "city": "Saskatoon",
    "commercial_angle_normalized": "trust-blocker",
    "contact_extraction_metrics": "{\"pages_checked\": 1, \"pages_with_contact_signals\": 1, \"emails_found_raw\": 3, \"emails_rejected\": 0, \"extraction_sources_used\": [\"footer\", \"mailto\", \"visible_html\"], \"crawl_depth_reached\": 0, \"extraction_runtime_seconds\": 0.22, \"retry_count\": 1, \"failure_type\": null, \"retry_after\": null, \"domain_health_status\": \"healthy\", \"domain_health_reason\": \"reachable\", \"js_contact_attempted\": 0, \"js_contact_status\": \"skipped\"}",
    "contact_form": 1,
    "contact_form_present": null,
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    "contact_pages_checked": "[\"http://customplanfinancial.com/\"]",
    "contactable": 1,
    "conversion_score": 95,
    "created_at": "2026-06-19 23:08:10",
    "cta_text": "Contact Us",
    "customer_status": null,
    "customer_status_at": null,
    "delivery_status": "opened",
    "do_not_contact": 0,
    "domain": "customplanfinancial.com",
    "domain_final_url": "https://customplanfinancial.com/",
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    "domain_health_reason": "reachable",
    "domain_health_status": "healthy",
    "email": "bonitak@customplanfinancial.com",
    "email_confidence": "high",
    "email_source": "mailto",
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    "enrichment_completed_at": "2026-06-19 23:13:03",
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    "enrichment_status": "contact_enriched",
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    "expert_confidence": 10,
    "expert_review_v2": "{\"primary_issue\": \"weak trust signals\", \"evidence\": [\"The site claims to be an \u0027award-winning managing general agency\u0027 in the footer but provides zero proof \\u2014 no award logos, no certifications, no regulatory body affiliations (e.g., MFDA, IIROC), and no visible client testimonials despite having a 5-star rating from 3 reviews that are completely hidden from the page.\", \"No trust badges, compliance disclosures, or industry association logos appear anywhere above the fold or in the hero section \\u2014 critical omissions for a financial services firm asking advisors to trust them with their careers and licensing.\"], \"impact\": \"Prospective advisors evaluating whether to join Customplan as their MGA will immediately question credibility. Without visible proof of legitimacy, regulatory standing, or peer validation, high-intent visitors will bounce to competitors who display trust signals prominently.\", \"recommended_angle\": \"Add a trust bar directly below the hero with logos of regulatory bodies (MFDA/IIROC), carrier partners, and the specific award won. Surface the 5-star reviews as visible testimonials with advisor names and tenure. This directly addresses the high-stakes trust barrier in financial advisor recruitment.\", \"expert_confidence\": 10, \"confidence_inputs\": {\"screenshot_used\": true, \"evidence_count\": 2, \"clarity\": 2, \"classifier_confidence\": 1}, \"reconciliation\": {\"visual_headline\": \"HOW TO BECOME AN INDEPENDENT FINANCIAL ADVISOR\", \"headline_confidence\": \"high\", \"visual_cta_text\": \"LEARN MORE\", \"cta_confidence\": \"high\", \"visual_reviews_visible\": false, \"reviews_confidence\": \"high\", \"visual_trust_visible\": false, \"trust_confidence\": \"high\", \"visual_uncertain\": false}, \"visual_uncertain\": false, \"review_status\": \"ready\"}",
    "facebook": null,
    "first_seen_search_id": 99,
    "future_timing_at": null,
    "generated_message": "Hi Customplan Financial Advisors Inc. team,\n\nWhile reviewing your site, I noticed the footer claims \"award-winning managing general agency\" but no supporting proof appears anywhere on the page \u2014 and your 5-star reviews are completely hidden from visitors.\n\nFor a firm asking advisors to trust you with their careers, that gap weakens the first impression before they ever reach your contact section.\n\nWould you be open to a quick conversation about surfacing those trust signals more effectively?",
    "generated_outreach_email": "Hi Customplan Financial Advisors Inc. team,\n\nWhile reviewing your site, I noticed the footer claims \"award-winning managing general agency\" but no supporting proof appears anywhere on the page \u2014 and your 5-star reviews are completely hidden from visitors.\n\nFor a firm asking advisors to trust you with their careers, that gap weakens the first impression before they ever reach your contact section.\n\nWould you be open to a quick conversation about surfacing those trust signals more effectively?",
    "google_maps": "https://maps.google.com/?cid=4105681106306009118",
    "google_place_id": "ChIJ0zMZ5DDxBFMRHghnnjZP-jg",
    "guessed_emails": null,
    "h1_count": 1,
    "h1_text": "Unprecedented Resources, Superior Training.",
    "has_city_in_content": 0,
    "has_city_in_h1": 0,
    "has_city_in_title": 0,
    "has_clear_cta": 1,
    "has_pricing": 1,
    "has_service_keyword": 0,
    "has_testimonials": 0,
    "has_website": null,
    "id": 788,
    "impact_summary": "Customplan Financial Advisors Inc.\u0027s homepage suffers from three compounding conversion barriers: a vague, undifferentiated H1 that fails to speak to the specific pain points of independent financial advisors; a low-intent \u0027Contact Us\u0027 CTA with no embedded form or booking mechanism to guide prospects through a clear next step; and a complete absence of social proof or testimonials despite claiming award-winning status, combined with confirmed page speed issues from blocking scripts. Together, these issues significantly reduce the likelihood that a visiting advisor candidate will self-identify as the right fit and take action, resulting in a high bounce rate and low advisor recruitment conversion.",
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    "insights": "{\"issues\": [{\"problem\": \"H1 headline \u0027Unprecedented Resources, Superior Training.\u0027 is vague and benefit-free, failing to communicate who Customplan serves or why an advisor should choose them over competing MGAs.\", \"evidence\": \"visible: The homepage H1 reads \u0027Unprecedented Resources, Superior Training.\u0027 with no qualifying statement about what makes Customplan different, who it serves, or what outcome advisors can expect. structural: The meta description is completely empty, compounding the lack of positioning signal. external: With only 3 Google reviews and no visible social proof on the page, the headline alone must do heavy lifting to establish credibility and relevance.\", \"impact\": \"A visitor landing here likely thinks: \u0027Every MGA says something like this \\u2014 what actually makes Customplan different for me?\u0027 Instead of a generic aspirational tagline, high-converting sites use outcome-specific headlines like \u0027Canada\u0027s Independent MGA \\u2014 More Carrier Access, Higher Comp, Zero Captive Restrictions.\u0027 This causes visitors to hesitate and navigate away before scrolling, resulting in lost advisor recruitment leads and reduced \u0027Become an Advisor\u0027 applications.\", \"fix\": \"Rewrite the H1 to name the target audience, the core differentiator, and a measurable or tangible outcome. Example: \u0027Canada\u0027s Independent MGA: Join 1,000+ Advisors With Access to Top Carriers and No Captive Restrictions.\u0027 Pair it with a one-line sub-headline that references the award-winning status and geographic reach across Canada.\", \"priority\": \"HIGH\", \"category\": \"offer\"}, {\"problem\": \"The primary CTA \u0027Contact Us\u0027 is low-intent and creates friction by leading to no visible contact form, forcing prospective advisors to self-direct through a cold email or phone call with no guided next step.\", \"evidence\": \"visible: The top navigation and hero section both display \u0027Contact Us\u0027 as the primary call-to-action button. structural: contact_form_present is false and booking_cta_present is false, meaning clicking \u0027Contact Us\u0027 provides no structured intake mechanism. structural: The \u0027Become an Advisor\u0027 button exists in the hero body but is visually subordinate to the nav-level \u0027Contact Us\u0027 CTA, creating conflicting conversion paths.\", \"impact\": \"A visitor landing here likely thinks: \u0027I\u0027m not ready to just contact them \\u2014 I don\u0027t even know what happens next or what I\u0027m signing up for.\u0027 Instead of a generic \u0027Contact Us\u0027 button, high-converting sites use specific action CTAs like \u0027Apply to Join as an Advisor\u0027 or \u0027Book a 15-Min Discovery Call\u0027 paired with an embedded short form. This causes visitors to hesitate at the commitment stage and leave without converting, resulting in lost advisor recruitment applications and missed calls from qualified independent advisors.\", \"fix\": \"Replace or supplement the primary \u0027Contact Us\u0027 CTA with \u0027Book a Free Advisor Discovery Call\u0027 and embed a short 3-field intake form (name, phone, current book size) directly on the homepage or a dedicated landing page. Add a clickable phone number styled as a tap-to-call CTA in the mobile header since phone_cta_present is currently false.\", \"priority\": \"HIGH\", \"category\": \"conversion\"}, {\"problem\": \"The homepage has no visible testimonials, advisor success stories, or social proof elements, while also carrying 17 blocking scripts and 1 non-lazy-loaded image that degrade page speed and first impression trust.\", \"evidence\": \"structural: testimonial_evidence is empty and schema_present is false, meaning no structured review or testimonial markup exists. external: The business has only 3 Google reviews at 5.0 stars \\u2014 a critically low review volume for a national MGA claiming award-winning status, and none of this is surfaced on the page. structural: 17 blocking scripts and at least 1 image without lazy-loading are confirmed, which increases Time to Interactive and raises bounce rate, particularly on mobile where mobile_friendly is true but load performance is compromised.\", \"impact\": \"A visitor landing here likely thinks: \u0027They say they\u0027re award-winning but I see no names, no numbers, no advisor stories \\u2014 how do I know this is real?\u0027 Instead of relying solely on self-declared credibility claims, high-converting sites use named advisor testimonials with results (\u0027Joined Customplan in 2019, grew my book 40% in 18 months \\u2014 Jane D., Vancouver\u0027) and star ratings pulled from Google. This causes visitors to not trust the brand\u0027s claims and leave before clicking \u0027Become an Advisor\u0027, resulting in lost qualified advisor recruits and diminished competitive positioning against larger MGAs.\", \"fix\": \"Add a dedicated testimonial strip to the homepage featuring 3\\u20135 named advisor quotes with location and tenure. Implement Google Review schema markup to display star ratings in search results. Defer or asynchronously load non-critical scripts and apply lazy-loading to all below-the-fold images to reduce blocking time and improve Core Web Vitals scores.\", \"priority\": \"HIGH\", \"category\": \"trust\"}], \"summary\": \"Customplan Financial Advisors Inc.\u0027s homepage suffers from three compounding conversion barriers: a vague, undifferentiated H1 that fails to speak to the specific pain points of independent financial advisors; a low-intent \u0027Contact Us\u0027 CTA with no embedded form or booking mechanism to guide prospects through a clear next step; and a complete absence of social proof or testimonials despite claiming award-winning status, combined with confirmed page speed issues from blocking scripts. Together, these issues significantly reduce the likelihood that a visiting advisor candidate will self-identify as the right fit and take action, resulting in a high bounce rate and low advisor recruitment conversion.\", \"priority\": \"high\", \"email_body\": \"Subject: 3 Quick Fixes That Could Double Advisor Applications on Customplan\u0027s Homepage\\n\\nHi,\\n\\nI reviewed Customplan Financial Advisors Inc.\u0027s website and found three specific issues that are likely costing you qualified advisor recruits every week. Here\u0027s what I found:\\n\\n1. YOUR HEADLINE ISN\u0027T CONVERTING\\nYour current H1 \\u2014 \u0027Unprecedented Resources, Superior Training.\u0027 \\u2014 sounds like every other MGA. Advisors visiting your site can\u0027t immediately tell who you serve, what you offer that competitors don\u0027t, or what joining looks like. High-converting MGAs use outcome-specific headlines like \u0027Canada\u0027s Independent MGA: Top Carrier Access, No Captive Restrictions.\u0027 A targeted headline alone can increase time-on-page and scroll depth significantly.\\n\\n2. \u0027CONTACT US\u0027 IS THE WRONG CTA\\nYour primary button says \u0027Contact Us\u0027 \\u2014 but there\u0027s no form to fill out, no booking tool, and no guided next step. Prospects who aren\u0027t ready to cold-call will simply leave. Replacing this with \u0027Book a Free Advisor Discovery Call\u0027 and adding a 3-field embedded form could immediately reduce drop-off and increase lead capture.\\n\\n3. ZERO SOCIAL PROOF ON THE PAGE\\nYou claim to be award-winning, but there are no advisor testimonials, no named success stories, and no Google review schema on the page. With only 3 Google reviews publicly visible, website visitors have no third-party reason to trust the claim. Adding 3\\u20135 named advisor quotes and implementing review schema markup in Google Search can build credibility before a visitor even clicks.\\n\\nBonus: Your site is running 17 blocking scripts which slows load time \\u2014 this directly increases bounce rate, especially on mobile.\\n\\nI\u0027d be glad to walk you through exactly how to implement these changes. Would a 20-minute call this week work?\\n\\nBest,\"}",
    "insights_attempts": 1,
    "insights_completed_at": "2026-06-19 23:37:38",
    "insights_last_error": null,
    "insights_locked_at": null,
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    "last_operator_action_at": null,
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    "last_reply_classified_at": null,
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    "legacy_score": null,
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      "business_memory_id": 510,
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      "contact_suppressed": false,
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      "prior_bounce_count": 0,
      "prior_open_count": 1,
      "prior_reply_count": 0,
      "prior_sent_count": 1,
      "prior_unsubscribe_count": 0
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    "message_attempts": 1,
    "message_completed_at": "2026-06-19 23:38:15",
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    "message_generated_at": "2026-06-19 23:38:15",
    "message_last_error": null,
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    "message_safety_issues": "{}",
    "message_safety_status": "PASS",
    "message_status": "message_ready",
    "message_type": "ai",
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    "meta_description_present": null,
    "meta_title": "Customplan Financial Advisors Inc. | Award Winning MGA",
    "mobile_friendly": 1,
    "name": "Customplan Financial Advisors Inc.",
    "no_email_reason": null,
    "normalized_address": "1265a 8 st e",
    "normalized_name": "customplan financial advisors",
    "normalized_phone": "3066688831",
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    "outreach_message": "Hi Customplan Financial Advisors Inc. team,\n\nWhile reviewing your site, I noticed the footer claims \"award-winning managing general agency\" but no supporting proof appears anywhere on the page \u2014 and your 5-star reviews are completely hidden from visitors.\n\nFor a firm asking advisors to trust you with their careers, that gap weakens the first impression before they ever reach your contact section.\n\nWould you be open to a quick conversation about surfacing those trust signals more effectively?",
    "outreach_message_id": "\u003c57258ea7-4bbe-4f6b-95d3-f01e549ba295@lead-engine\u003e",
    "outreach_status": "opened",
    "outreach_subject": "Your trust proof is buried",
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    "package_quality_score": null,
    "page_speed_score": 80,
    "phone": "(306) 668-8831",
    "phone_cta_present": null,
    "pipeline_stage": "New",
    "platform_type": null,
    "pricing_evidence": "Pricing language is visible on the homepage.",
    "proposal_sent_at": null,
    "proposal_status": null,
    "proposal_status_at": null,
    "qualification_class": "QUALIFIED",
    "qualification_reason": "core local commercial target",
    "rating": 5.0,
    "reconciliation_json": "{\"visual_headline\": \"HOW TO BECOME AN INDEPENDENT FINANCIAL ADVISOR\", \"headline_confidence\": \"high\", \"visual_cta_text\": \"LEARN MORE\", \"cta_confidence\": \"high\", \"visual_reviews_visible\": false, \"reviews_confidence\": \"high\", \"visual_trust_visible\": false, \"trust_confidence\": \"high\", \"visual_uncertain\": false}",
    "reconciliation_status": "success",
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    "review_count": 3,
    "review_issue_normalized": "weak-trust-signals",
    "review_last_error": null,
    "review_locked_at": null,
    "review_locked_by": null,
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    "routing_label": null,
    "scheduled_send_at": "2026-06-19 23:48:21",
    "schema_local_present": null,
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    "score": null,
    "score_breakdown": null,
    "screenshot_captured_at": "2026-06-19 23:22:25",
    "screenshot_desktop": "screenshots/788_desktop.png",
    "screenshot_mobile": "screenshots/788_mobile.png",
    "screenshot_path": "/root/lead-engine/screenshots/788_desktop.png",
    "screenshot_status": "success",
    "search_id": null,
    "sent": 1,
    "sent_at": "2026-06-19 23:50:49",
    "seo_score": 85,
    "service_keyword_hits": null,
    "service_summary": "Unprecedented Resources, Superior Training.",
    "service_type": "",
    "socials": null,
    "source": "adaptive_market_crawler",
    "speed_evidence": "I counted 31 scripts and 2 images on the homepage (17 blocking scripts, 1 images without lazy-loading).",
    "speed_score": 80,
    "ssl": 1,
    "ssl_present": null,
    "stage": "New",
    "subject_variant": "A",
    "suppressed_at": null,
    "suppression_reason": null,
    "testimonial_evidence": "",
    "tier": null,
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    "unsubscribe_token": "f1005b7617d74cccac5b5810f90bf4ed",
    "viewport_present": null,
    "website": "http://customplanfinancial.com/",
    "website_platform_normalized": null,
    "wrong_contact": 0
  },
  "message_health": {
    "analysis_error": "",
    "message_failed": false,
    "message_last_error": "",
    "message_safety_issues": {},
    "message_safety_status": "PASS",
    "message_status": "message_ready"
  },
  "operational": {
    "blockers": [
      "Already sent",
      "Not outreach_ready (current display status: opened)"
    ],
    "operational_eligibility": "CANNOT_SEND"
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    "component_scores": {
      "agency_penalty": 0,
      "email_reliability": 15,
      "evidence_quality": 20,
      "expert_confidence": 10,
      "factual_precision": 5,
      "issue_strength": 10,
      "message_quality": 15,
      "review_consistency": 10,
      "target_qualification": 10,
      "tone_safety": 5
    },
    "notes": [],
    "package_quality_class": "ELITE",
    "package_quality_score": 100
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      "clarity": 2,
      "classifier_confidence": 1,
      "evidence_count": 2,
      "screenshot_used": true
    },
    "evidence": [
      "The site claims to be an \u0027award-winning managing general agency\u0027 in the footer but provides zero proof \u2014 no award logos, no certifications, no regulatory body affiliations (e.g., MFDA, IIROC), and no visible client testimonials despite having a 5-star rating from 3 reviews that are completely hidden from the page.",
      "No trust badges, compliance disclosures, or industry association logos appear anywhere above the fold or in the hero section \u2014 critical omissions for a financial services firm asking advisors to trust them with their careers and licensing."
    ],
    "expert_confidence": 10,
    "impact": "Prospective advisors evaluating whether to join Customplan as their MGA will immediately question credibility. Without visible proof of legitimacy, regulatory standing, or peer validation, high-intent visitors will bounce to competitors who display trust signals prominently.",
    "primary_issue": "weak trust signals",
    "recommended_angle": "Add a trust bar directly below the hero with logos of regulatory bodies (MFDA/IIROC), carrier partners, and the specific award won. Surface the 5-star reviews as visible testimonials with advisor names and tenure. This directly addresses the high-stakes trust barrier in financial advisor recruitment.",
    "reconciliation": {
      "cta_confidence": "high",
      "headline_confidence": "high",
      "reviews_confidence": "high",
      "trust_confidence": "high",
      "visual_cta_text": "LEARN MORE",
      "visual_headline": "HOW TO BECOME AN INDEPENDENT FINANCIAL ADVISOR",
      "visual_reviews_visible": false,
      "visual_trust_visible": false,
      "visual_uncertain": false
    },
    "review_status": "ready",
    "visual_uncertain": false
  },
  "sendability": {
    "approval_ok": false,
    "approval_reason": "Lead is not in outreach_ready status.",
    "approve_for_send_allowed": false,
    "blockers": [
      "Already sent",
      "Not outreach_ready (current display status: opened)"
    ],
    "can_send_core": false,
    "display_status": "opened",
    "eligibility_label": "NOT SENDABLE",
    "has_message": true,
    "has_subject": true,
    "reject_action_allowed": false,
    "review_action_allowed": false,
    "review_approved": true,
    "send_action_allowed": false,
    "send_approved": true,
    "sendable_email": true,
    "transport_ready": false,
    "warnings": []
  }
}