65Plan.org · Owner's platform guide

Everything your platform runs,
and how to use it.

The complete reference for 65Plan.org: every page, every feature, the strategy behind it, your settings, your monthly plan, and how to get help. Your owner's guide is the walkthrough with pictures of every screen. This is the manual underneath it, written for you, Tracey, not for a developer.

Prepared for Tracey Twarog, Founder, TKT Enterprises IncPlatform 65plan.orgIssued September 2026By Launch Automation

Open your owner's guide Open the back office

Two documents, two jobs. Your owner's guide shows every screen with a picture and a short walkthrough. This guide is the reference: settings, security, support, your plan, and the launch checklist, the things you look up rather than read start to finish. Bookmark both. Neither one is indexed by search engines, and both addresses should stay between you and whoever you trust with the back office.

Section one

How the platform is built

One site, three parts. The public site turns a stranger into a free member. The membership keeps that member engaged for as long as it takes them to be ready for a call. The back office is where you and your advisors do the follow up.

A visitor arrives asking one of two questions: am I ready for Medicare, or how do I build wealth and retire early. The public site gives them two doors in, each a five question calculator that returns a free, personal result on the spot, no account required. Joining is free, and every signup lands in your back office with that result already attached.

The membership gives people a reason to stay in touch before they are ready to book: eight courses, nineteen tools, a community where your advisors are the visible experts, a live meeting room, and a direct line to your team. The back office is where the follow up happens, from the first message to the booked call.

Licensed platform, not a purchased website. To be precise about what this word means, you are licensing this platform from Launch Automation, not buying or owning the underlying software. The same engine runs other businesses in other industries, which is what keeps your monthly plan low. What is unconditionally yours is everything the platform produces and holds for you: your content, your brand, your members, your leads, your data, and your domain. Those are always exportable and always yours, license or no license. Section fifteen has the technical detail, and the FAQ covers what happens if you ever want to move off the platform.

By the numbers

Every figure below was counted on the finished build, not estimated.

Calculators

Medicare Clarity Check and the Retire-Early Number

Courses

Five lessons each, a quiz, a printable certificate

Lessons

Written in plain language for a phone screen

Tools

Seven Medicare, eight wealth, four shared

Badges

Across five levels, Starter to Legacy

FAQ answers

Marked up for search engines and AI assistants

Pages

Public, member and back office, one design

Database tables

Members, plans, leads, courses, messages, settings

The one sentence version: you are running a lead engine with a nurture system attached, not a website. The calculators capture the plan. The membership keeps the person until they are ready. The back office is where that becomes a booked call.

Section two

Complete directory

Every page on your platform, what it does, and who can reach it.

Public pages, anyone can visit

Address	Page	What it does
/	Home	Two paths up top, Medicare or building wealth. Free calculators, the team, how it works, the membership pitch, the FAQ, one more chance to choose at the bottom.
/medicare	Medicare Clarity Check	Five questions, a free Medicare Clarity Score out of 100 with the specific gaps behind it.
/legacy	Retire-Early Number	Yourself or a child, a projected balance next to an ordinary taxable account, a conservative case shown alongside it.
/join	Join free	Free membership signup. Carries a saved calculator result straight into the new account.
/start	Free consult request	A chat style form, one question at a time, that lands in your Chat leads tab.
/login	Sign in	One door for members, agents and admins.
/forgot-password	Forgot password	A member enters their email and gets a one time reset link if an account exists. No account lookup is shown either way.
/reset-password	Set a new password	Where that link lands. The member sets a new password themselves, nobody else ever sees it.
/p/…	Saved plan link	A private, shareable page for one saved calculator result. Generated per plan.
/privacy, /terms, /disclosures	Legal pages	Privacy policy, terms of use, and the required Medicare marketing and hypothetical projection disclosures.

Member pages, sign in required

Address	Page	What it does
/members	Dashboard	Their saved plan or plans, the progress ring, and a message the team button.
/members/courses	Courses	All eight courses with progress and pass marks.
/members/tools	Tools	All nineteen tools. Results save to the member's account.
/members/community	Community	Posts, replies, likes. Staff replies carry a title chip.
/members/messages	Messages	A private thread with you and your team.
/members/badges	Badges and levels	All nineteen badges across five levels, plus a leaderboard.
/members/room	Meeting room	Live sessions with a countdown, then the stream plays right there.
/members/profile	Profile	Name, photo, bio, password change.
/members/certificate	Certificate	A printable certificate for each course passed, with a code anyone can check.

Your pages, owner only

Address	Page	What it does
/admin	Back office	Ten tabs. Your daily workspace.
/admin/setup	First admin setup	Where you claim your admin account with your setup key. Used once, but works again for anyone you trust with full access.
/owner-guide-747908	Owner's guide	Your walkthrough with a picture of every screen. Unguessable address, not indexed.
/platform-guide-e0a52a	This guide	The reference manual you are reading now. Unguessable address, not indexed.

Three addresses to keep private. Your owner's guide address, this guide's address, and your admin setup key. All three contain a random code specifically so they cannot be found or guessed. Treat them like a password: share them only with someone you would also hand back office access to.

Section three

The public site

Everything a stranger sees before they trust you with their name. Full page by page detail, with pictures, lives in your owner's guide; here is the short version of what each one is for.

Two calculators, one job each

The Medicare Clarity Check scores coverage readiness out of 100 and names the specific gaps, drug coverage, dental and vision, doctor network risk.
The Retire-Early Number projects what steady monthly saving becomes, for the visitor or for a child, with a conservative case shown next to the optimistic one.
Neither asks for an email to see the result. The number is free and it is theirs before you ask for anything.

Saved plans and referrals

Any result can be saved to a private link at /p/…, built for texting to a spouse or an adult child.
When someone who saved a result later joins, the plan carries into the new account rather than being lost.
Every public page carries structured data so Google and AI assistants can quote your forty seven FAQ answers directly, along with a sitemap and the noindex rules that keep the member area and both guides out of search results.

Compliance on every result. Both calculators carry the required notice that this is an educational estimate, not a guarantee, not a review by a licensed professional, and it does not create an advisory relationship. The Retire-Early Number's compliance notice also shows a conservative case at a lower assumed growth rate, so the honest number is always one click away from the optimistic one.

Section four

The membership

Free forever, for life. This is what keeps someone connected to you between the day they run a number and the day they are ready to book.

Dashboard

The member's actual saved plan or plans, side by side if they have both: the Retire-Early ring that fills as months are logged, and the Medicare Clarity Score with its gaps. A message the team button sits on the card.

Eight courses

Medicare 101, Turning 65, Social Security, Life Insurance After 50, Building Your Retire-Early Number, Tax-Advantaged Growth, Setting Your Kids Up, and From Working to Retired. Five lessons each, a quiz at seventy percent to pass, a printable certificate.

Nineteen tools

Seven Medicare tools including coverage gaps and Part D cost, eight wealth tools including the retire-early calculator and a kids head start chart, four shared tools including Social Security claiming age. Every result saves to the member's account.

Community

Posts, replies and likes. Staff replies carry a title chip so everyone can see who the licensed professional is. You moderate, pin and hide from the back office.

Badges, points and levels

Nineteen badges across five levels, Starter through Legacy at one thousand points. Joining, saving a plan, logging a month, passing a course and booking a call all earn points, with a celebration on screen.

Private messages

Every member has a direct thread with you. You can reply from their member card in the back office without leaving the page you are on.

The meeting room

A page inside the membership at /members/room where your live sessions play. Members just show up, already signed in, nothing else to join. Schedule a session from the back office with a title, a date and time, and a YouTube or Vimeo link, not a plain meeting link, since a meeting link cannot be played inside a web page. Members see a countdown beforehand, a red Live pill and a full screen button while it is on, and a Watch the replay link afterward. A red dot appears on the Meeting room link across the membership the moment you go live, so nobody misses it.

Set a YouTube Live stream to unlisted. That is what keeps the room the only place people find it, since a public YouTube Live link could otherwise be watched by anyone holding it, member or not.

Section five

The back office

Ten tabs at /admin. You are the Admin. You can add a trusted person as an Agent, who gets the same desk minus the owner only controls and can help moderate the community under a title you give them.

Tab	What you do there
Overview	Counters across the top, a thirty day chart of signups and activity, and a needs you list: calls waiting for a time, unread messages, new chat leads, members nobody has written to. One button removes the demo members.
Members	Every member with plan, status, call state and level. Filter, sort, search, message a filtered group, or export a spreadsheet.
Calls	Requests for your free strategy call, with preferred times. Confirm a time and the meeting link from Settings is sent automatically if you leave the link box empty.
Community	Every post with its replies and likes. Pin an announcement, hide anything that does not belong.
Courses and badges	Who started and who passed each course, and how many of each badge have been earned.
Chat leads	Everything sent through /start, with contact details and what they are after.
Broadcast	One message to every member at once, delivered inside their Messages page with a notification.
Meeting room	Schedule a live session: title, date and time, length, and the stream link. Switching one to Live ends any other automatically, so two can never run at once.
Marketing	Your logo kit, brand colors and fonts, and ready made social posts, in a shared folder. Email Launch Automation for the link.
Settings	Your name, phone, email, meeting link, booking link. Admin only.

A member card. Open any member to see their plan, their call requests, courses and badges, and a full timeline. Admin only: change role or title, award points or a badge, or reset their password. Their message thread sits at the bottom of the card.

Twenty demo members ship with the site with photos, posts, badges and certificates so the community does not look empty on day one. They cannot sign in and are marked demo in the Members list. One button on the Overview tab removes all of them before you invite real people.

Section six

Settings and connections

Everything here you control yourself from the Settings tab, no developer and no deploy. Changes take effect immediately.

Field	What it changes
Your name	How you are named in the messages the site sends to members.
Your phone	Used where a direct line is offered. Must be a ten digit US number.
Your email	Kept on file with your details. Lead alerts go to the notification address Launch Automation sets up for you.
Personal meeting link	Your Zoom or similar link. Sent automatically when you confirm a call and leave that call's own link box empty.
Calendar booking link	A GoHighLevel calendar, Calendly or Zoom Scheduler link. Members book themselves instead of requesting a time.

GoHighLevel, optional

Not required to launch or to run the site day to day. Every lead is captured in your own database with or without it. There is no GoHighLevel card on the Settings tab: Launch Automation holds the connection on the server, so no token is ever pasted into or shown in the back office.

What actually syncs, verified against the code. Three things reach GoHighLevel once it is connected: a completed request at /start, a new free membership at /join, and a member requesting your free strategy call. Every one is tagged membership site, plus membership lead, membership signup or membership call request, with one note describing what happened. The copy only ever adds: it looks the person up first, creates a contact only when there is none, adds tags without touching the ones already there, and never changes an existing contact's name, phone or email.

Section seven

The strategy, in one picture

This is not a brochure site. It is a lead engine built around the two things your team does. Every page has one job: turn a stranger into a free member, and turn a free member into a booked call.

It converts

The calculator gives value before it asks for anything. People finish it because they want their own number, and joining to keep that number is free, no card, no trial.

It nurtures

Most people are not ready the day they run a number. The membership gives them months of reasons to come back, and every visit is another reminder that the question is still open.

It scales

Adding the thousandth member costs you nothing. Courses, tools and community do the follow up work without your time, and adding an advisor as an agent puts them to work under your brand.

Get people to the site, they run a number, they join free, they engage until they trust you, they book the free strategy call, they become a client, then a referral. Section eight is the detailed version of how to keep that first step full.

Section eight

How to fill it with people

Your owner's guide already carries the full playbook in detail: the weekly social rhythm, ad copy by audience, podcast and partner scripts, and community growth habits, all built around your two doors. This is the fast version to glance at.

The rule that works

Post the question the calculator answers, never the product. "Do you know which of the three things Medicare does not cover would hit you first" earns a click. "Call us about Medicare plans" does not.

One landing page per audience

Send Medicare ads to /medicare and wealth ads to /legacy, never to the home page. Each was built as its own destination with its own FAQ and result screen.

Full detail, including the weekly posting rhythm, a list of post ideas to steal, and the partner and referral playbook, is in your owner's guide.

Section nine

Your plan and usage

Nothing runs on anyone's computer and there is nothing for you to maintain. You are on the Platform plan at $297 a month to start. Here is exactly what that covers, and what happens as you grow.

Platform: $297 a month

Hosting and delivery	Global edge network, unlimited bandwidth, no traffic charges.
Security	SSL, security headers, patching, encrypted secrets.
Data	Managed database with automatic durability, no backup for you to manage.
Deploys	Every change tested and shipped through an automated pipeline.
Members included	Up to 1,000.
Calculator runs and page views	Unmetered, fair use.
Changes and support	2 hours a month.
Monitoring	Launch Automation watches uptime and errors, you do not have to.

When you grow

Your price has exactly two parts: which member tier you are in, and any support hours beyond what is included. Nothing else moves it, not traffic, not how many calculator runs happen in a busy week. Launch Automation tells you before a tier change takes effect, with the numbers in front of you.

Plan	Monthly	Members
Platform, current	$297	1 to 1,000
Growth	$497	1,001 to 5,000
Scale	$997	5,001 to 10,000
Beyond Scale	+$100 per additional 1,000	10,001 and up

Support hours are 2 a month at every tier. Hours beyond that are $100 an hour, billed only for what you actually use that month.

Never charged extra

Traffic and completed calculator runs. A post taking off and page views jumping tenfold in a week costs nothing.
There is no per use AI cost on this build the way some platforms carry one: your intake form does not call a metered AI API, so there is no OpenAI style bill to watch here.

Billed separately, directly to you

Your domain renewal, paid to your registrar. 65plan.org should be registered in your own name.
Your GoHighLevel seat, if you use one.
Nothing for email: the site sends its own lead notifications through Cloudflare, included in your plan.

Your data

Members, plans and leads are yours. Export them from the back office any time.
The domain 65plan.org is yours.
You never need to share a password with Launch Automation, and they never see a member password.

If your written agreement with Launch Automation ever says something different from this section, the agreement is what governs. Tell Launch Automation and this page gets corrected to match.

Section ten

Support

Email team@launchautomation.ai. Include the page address, what you expected, what happened instead, and a screenshot if you have one. That habit turns most requests into a same day fix.

Type	Examples	What to expect
Site down or broken	Pages not loading, a form not submitting, cannot sign in	Fastest priority, same day
Something is wrong	Wrong text, a broken link, a display problem	Quick turnaround
Change request	Copy edits, a new FAQ answer, a settings change Launch Automation handles for you	Scheduled in
New feature	A third calculator, a new course, a new integration	Scoped and quoted first

Included in your plan

Anything broken. A bug is never billed.
Help connecting GoHighLevel, your booking link, or your calendar.
Exporting your members and leads.
Adding or changing an admin or agent.

Quoted separately

New courses, tools or a third calculator.
Design changes to the look of the site.
New features such as a client only area.

Section eleven

Security and compliance

Area	How it is protected
Passwords	Hashed with PBKDF2-SHA256 at 100,000 iterations. Nobody, including Launch Automation, can read a member's password. Member passwords need at least 8 characters; a new admin account needs at least 10.
Sessions	Cookies are HttpOnly and Secure and expire automatically after 30 days.
Password resets	Self service today. A member requests a link at /forgot-password, it works once and expires in 45 minutes, and setting a new password never shows it to you or to Launch Automation.
Rate limiting	Sign up, sign in and setup attempts are throttled against abuse.
The GoHighLevel connection	Held on the server as an encrypted secret by Launch Automation. No token is ever pasted into or shown in the back office.
Durability	Managed distributed database. No server to be breached and no backup for you to forget.

A member forgot their password, what actually happens

They fix it themselves

The Reset it link on the login page emails them a one time link. No account lookup is shown either way, so the flow cannot be used to check who is or is not a member.

They cannot find the email

Open their card in the back office and click Send password reset link to email it again, or Reset password for a temporary password you pass along yourself.

Either way

Nobody, including you and Launch Automation, ever sees a member's actual password.

Compliance language. Your build carries the disclaimer that 65Plan.org connects visitors with licensed advisors at TKT Enterprises Inc, that it is not connected with or endorsed by the federal Medicare program, and that results shown are educational estimates rather than guarantees. It appears on both calculator result screens and on your disclosures page.

Your legal pages. Your privacy, terms and disclosures pages were written for a regulated niche, Medicare marketing on one side and insurance and investment sales rules on the other. Send Launch Automation any wording changes and they go in at no charge.

Section twelve

Launch checklist

Create your admin login

Go to /admin/setup, paste your setup key, choose your email and a password of at least 10 characters. Do this first.

Fill in Settings

Your name, phone, email, meeting link and booking calendar.

Remove the demo members

Overview tab, one button. Do this before you send anyone a link.

Read your legal pages

Privacy, terms and disclosures. Send Launch Automation any changes.

Confirm your domain

Launch Automation connects 65plan.org. Confirm it loads and the padlock shows.

Run one test all the way through

Run a calculator as if you were a visitor, join, and confirm the lead appears in your Chat leads or Members tab.

Schedule your first live session

Even a few weeks out. It gives every new member a reason to come back.

Invite

Share 65plan.org. Everyone who runs a number and joins arrives with their plan attached.

Section thirteen

Day to day care

When	Do this	Where
Every morning	Work new leads while the plan is fresh. Clear unread member messages.	Overview, Members
Every day	Confirm any call requests and send the meeting link.	Calls
Every other day	Reply to community posts. One reply from you is worth ten from anyone else.	Community
Weekly	Post three times, following the rhythm in your owner's guide. Pin one community announcement.	Social, Community
Monthly	Broadcast one message to all members. Schedule the next live session.	Broadcast, Meeting room
Monthly	Check the Overview chart. Are signups and activity trending up.	Overview

The one habit that matters most. Answer community posts yourself, in your own voice. Every person reading that thread is deciding whether you are the one they call, and watching you be useful in public decides it.

Section fourteen

FAQ

A member forgot their password. What do I do?

Nothing, in most cases. The login page has a Reset it link that emails them a one time link they use themselves. If they cannot find that email, open their card in the back office and click Send password reset link to resend it, or Reset password to set a temporary one you pass along.

Do members get an email when I message or broadcast to them?

Not today. Messages, broadcasts, badges and replies appear inside the member area and members see them next time they sign in. Ask Launch Automation about adding email notifications if you want something to land in an inbox automatically.

How many people can this handle?

Cloudflare's edge network and D1 database are built for far more traffic than a single advisory business generates. There is no meaningful ceiling you would hit first.

Will a traffic spike cost me more?

No. Traffic and completed calculator runs are never billed by volume on this platform.

Can I edit text and colors myself?

Some of it, from Settings: your name, phone, email, meeting link and calendar. Page copy, colors and layout changes go through Launch Automation, since they require a rebuild and a deploy.

Can I add more admins or advisors?

Yes. Give a trusted person the setup key to make their own admin login, or have them join free and set their role to Agent from the Members tab. You can never remove your own admin role, so you cannot lock yourself out.

Do I own the site?

You own everything the platform produces and holds for you: your brand, your content, your members, your leads and your data, always exportable. The underlying software is licensed from Launch Automation, the same engine that runs other businesses, which is what keeps the monthly plan affordable.

What happens if I stop paying?

This is a contract question rather than a technical one. Ask Launch Automation directly what the wind down process looks like and get it in writing if it is not already in your agreement.

Is my site compliant?

The required Medicare marketing disclaimer and the hypothetical projection notice are built into both calculators, and your privacy, terms and disclosures pages were written for this niche. Send Launch Automation any wording change and it goes in at no charge.

Can I see how many people are using the site?

Yes, from the Overview tab: members, new this week, and a thirty day activity chart.

How do I run a live session?

Meeting room tab in the back office. Give it a title, a date and time, and a YouTube or Vimeo link, then switch it to Live when you start. Section four has the full walkthrough.

Can I add more courses or tools?

Yes, ask Launch Automation. New courses, tools, or even a third calculator for a different offer sit alongside what exists today without anything being torn down.

Something looks wrong on my phone. Is that a bug?

Possibly. Every page was checked at a 390px phone width and a 1440px desktop width with no horizontal overflow, so send Launch Automation the page address and a screenshot and it gets looked at.

Who do I contact, and how fast will you answer?

team@launchautomation.ai. Site down or broken gets the fastest turnaround; a copy edit or small change is scheduled in; a new feature is scoped and quoted first. Section ten has the full breakdown.

Section fifteen

Technical appendix

For your records, or for any developer you bring in later.

Part	What it is
Hosting	Cloudflare Workers, global edge network.
Database	Cloudflare D1, named 65plan-leads, 18 tables.
Front end	Tailwind CSS and hand written JavaScript, no framework.
Deploys	GitHub Actions, automatic on every approved change.
Code	Private repository under the Launch Automation organization.
Intake	A branching form at /start, not a metered AI API, so there is no per use AI cost on this build.
CRM	GoHighLevel via Private Integration, optional. A one-way copy that looks each person up first, creates a contact only when there is none, and adds tags without touching existing ones.
Email	Cloudflare Email Sending from no-reply@notify.65plan.org, for owner notifications, visitor confirmations, password resets and the no-reply auto-answer. No third-party email service.
Fonts	Cormorant Garamond and Inter, self hosted, never from a font CDN.
Certificates	Verification codes prefixed 65PLAN.

Database tables: members, sessions, leads, plans, contributions, call_requests, messages, posts, replies, likes, points_log, badges, course_progress, certificates, notifications, tool_data, events, settings, password_resets.

65Plan.org connects you with licensed advisors at TKT Enterprises Inc. We are not connected with or endorsed by the U.S. government or the federal Medicare program. Insurance and investment products are sold by licensed agents; results shown are educational estimates, not guarantees.