Built for Boldin
ConceptI made these to show how I would work on your team. Each one is planned as a reusable template, so the next version starts from a set layout.
Concept work, made for this application. It is not Boldin work and Boldin has not reviewed it. Some wording comes from boldin.com; the rest was written for these concepts. Each section wears a Concept tag. Anything tagged “Example numbers” or “Example date” is made up to show the layout, not real data. Medicare dates are from medicare.gov.
B1
ConceptA landing page concept for Boldin AI, plus the email that leads to it. The chat uses example numbers to show how an answer could look.
Answers: landing pages · lifecycle email
What I would test
The email subject as a question (“What would you ask your retirement plan?”) against a plain promise (“Ask your retirement plan anything”). Measure clicks to the page, not opens.
Boldin AI
Ask your retirement plan anything.
Type a what-if in your own words. See how it changes your plan, in plain numbers.
What if I retire at 62?
Retire at 62 and your savings last to 88, not 94. Working fewer hours until 64 gets you back to 92.
How it works
One question. A clear answer on your own plan.
Type the question the way you would say it out loud.
Boldin AI answers from your actual plan, in plain numbers.
Change one thing and ask again. Compare it to the plan you have now.
People ask things like
Your plan has answers. Start asking.
Try Boldin AIBoldin AI
Ask your retirement plan anything.
Type a what-if in your own words. See how it changes your plan, in plain numbers.
What if I retire at 62?
Retire at 62 and your savings last to 88, not 94. Working fewer hours until 64 gets you back to 92.
How it works
One question. A clear answer on your own plan.
Type the question the way you would say it out loud.
Boldin AI answers from your actual plan, in plain numbers.
Change one thing and ask again. Compare it to the plan you have now.
People ask things like
Your plan has answers. Start asking.
Try Boldin AIWhat would you ask your retirement plan?
What if I retire at 62?
Retire at 62 and your savings last to 88, not 94. Working fewer hours until 64 gets you back to 92.
Most retirement questions start with “what if.” Now you can ask them the way you would ask a friend, and see the answer on your own plan.
Ask your first what-ifYou are getting this email because you have a Boldin account.
Boldin · boldin.com
Unsubscribe · Email preferences
B2
ConceptThree common retirement questions, each in two looks: teal and cream. Six variants from one template, ready for an A/B test.
Answers: paid social · variants · templates
What I would test
Keep the question, audience and placement the same, and compare the teal look with the cream look. Then keep the winning look and compare the three questions. Clicks are the early signal. If tracking allows, also compare how many people start using Boldin AI.
Paid social. Goal: get people to try Boldin AI. Test the teal look against the cream look, then run the winner on all three questions.
Same template, tall format. Goal: try Boldin AI.
Same template, wide format. Goal: try Boldin AI.
B3
ConceptOpen enrollment runs Oct 15 to Dec 7. For people near retirement it is one of the big money choices of the year. The kit: a promo card, slides, and a one-page handout people keep.
Answers: decks · webinar and event materials · timely campaigns
What I would test
The promo card with the deadline (“before Dec 7”) in the title against the same card without it. Measure sign-ups.
Live webinar
Medicare open
enrollment: what to
check before Dec 7
Example date: Thu, Oct 22, 12 pm PT · Hosted by Boldin
Webinar handout
Medicare open
enrollment: what to
check before Dec 7
Example date: Thu, Oct 22, 12 pm PT · Hosted by Boldin
What we covered
Plans can change what they cover each year. Read your Annual Notice of Change.
Add up the premium, deductible, copays and coinsurance. The cheapest plan up front can cost more.
Changes you make by Dec 7 start on Jan 1.
Plan A $20/mo premium
Plan B $100/mo premium
Your notes
Next step
Run your own what-ifs with Boldin AI
boldin.com
Medicare open enrollment · Live webinar
Live webinar
Medicare open
enrollment: what to
check before Dec 7
Example date: Thu, Oct 22, 12 pm PT · Hosted by Boldin
boldin.com
Part 2 of 3
Look past the premium
Medicare open enrollment
The cheaper plan up front can cost more
Premium: what you pay each month
Deductible: what you pay before the plan pays
Copays: set amounts you pay for a covered visit or prescription
Plan A $20/mo premium
Plan B $100/mo premium