FAQ and Support

WHO IS THE PLAYBOOK FOR?

New brokers, agents and client-facing professionals who want a repeatable business-development routine: choose one market and one offer, identify opportunity sources, organize appropriate outreach, follow up and review progress.

DOES THIS INCLUDE INSURANCE LEADS?

No. It teaches a process. It does not supply consumers who have requested insurance quotes, customer lists or guaranteed leads, customers, sales or income. The completed worksheet examples are fictional teaching examples.

WHAT DOES THE $15 PURCHASE INCLUDE?

The 34-page playbook PDF, eight-page printable worksheets, editable Excel workbook, five-page quick start with completed examples, seven-slide PowerPoint walkthrough. Applicable sales tax is added at checkout. There is no recurring coaching subscription, required consultation or recruiting presentation.

WHICH FILE SHOULD I OPEN FIRST?

Open Quick_Start_and_Worked_Examples.pdf. Complete the One-Market/One-Offer worksheet, select three sources from the Opportunity Map and record the next action in the Follow-up Tracker. Use the Weekly Lead Scoreboard to review your routine.

CAN I SEE A SAMPLE?

A free three-page sample (the author's introduction, a page on how the playbook works and the first worksheet) is on the author's website at https://thealimasgroup.com/ebook/. The complete paid files are kept out of public sample links.

CAN I USE THE FILES ON A PHONE OR TABLET?

PDFs can be read in a compatible PDF reader. The workbook and quick start are for on-screen reading; the printable worksheets are designed for paper or annotation. The editable workbook is an .xlsx file and is easiest to complete in a compatible spreadsheet app on a computer. The walkthrough is a .pptx file, a recorded video is not included.

HOW DOES DELIVERY WORK?

Payhip supplies a receipt and individual download access after successful checkout. Use an email address you can access and keep the individual links private.

CAN I SHARE A COPY WITH MY TEAM?

A single-reader purchase covers one person. Teams need the written reader-count license: 25 readers for $375, 100 for $1,500 or 500 for $7,500, before applicable tax. Contact Frank before paying to agree on the reader count and private delivery.

HOW DO I GET DOWNLOAD HELP?

Email frankdimasi@thealimasgroup.com with your order ID, checkout email, file name and a short description of the problem. After verifying the purchase, Frank can restore legitimate download access. Please do not send passwords, full card details, bank information, identity documents or insurance-client details.

WHAT IS THE REFUND POLICY?

All sales are final: because the files are delivered immediately, completed purchases are not refunded. If a file is damaged or cannot be downloaded and the problem cannot be fixed, you will receive a refund. Email frankdimasi@thealimasgroup.com with your order ID and checkout email. Applicable consumer rights remain available. See Purchase Terms and Refunds for details.

IS THE COPYRIGHT REGISTRATION ISSUED?

The application is pending. No issued registration is claimed. Buyer-specific PDF stamps discourage unauthorized sharing but cannot prevent screenshots or forwarding a downloaded file.

HOW DO I CONTACT THE AUTHOR?

Frank DiMasi: frankdimasi@thealimasgroup.com. This is an independently published educational product. No employer, association or professional organization endorsement is implied.