Nº 001 Edition · MMXXVI
Bradley Polanco

The Personal Card of Lawrence, Massachusetts

Bradley Polanco

Financial Services · Insurance · Estate Planning · Digital Strategy

Bridging the gap between Business Intelligence & Creative Growth.

— B. P., 2026
Save my contact vcf

§ I. Book a session three options

01 Tax strategy session calendly.com · 30 min · new client 02 Book a consultation for professional services calendar.app.google · general 03 Wealth Preservation & Probate Risk Assessment forms.gle · 5 min · free

§ II. Agency · Kates Essentials seven works

04 Support the Work stripe.com · one-time 05 Email Marketing That Builds Relationships mailchi.mp · service 06 Launch & Scale Your Paid Ads mailchi.mp · service 07 Want to Automate Your DMs? wa.me · inquiry 08 We build brands, websites, and systems that scale katesessentials.com · agency 09 Let's Build Your Brand Story wa.me · inquiry 10 Kates Essentials — Agency Profile wix.com/studio · profile

§ III. Referrals · Tools I use ten partners

11 Nav Prime — Business Financing & Credit nav.com · partner 12 SmartCredit — Credit Monitoring smartcredit.com · affiliate 13 MyScoreIQ — Credit Reports + ID Theft Protection myscoreiq.com · affiliate 14 Quo (OpenPhone) — Best Phone System for Startups quo.com · partner 15 Google Workspace — Turn your dream into reality google.com · referral 16 Proton — Two weeks free proton.me · referral 17 ManyChat — Comment-to-DM Automation manychat.com · partner 18 HoneyBook — Use my CRM honeybook.com · referral 19 Shippo — Simplify Shipping & Save shippo.com · referral 20 Next Insurance — Errors & Omissions nextinsurance.com · referral

§ IV. Channels two channels

21 TikTok — @soybradleypolanco tiktok.com · short-form 22 LinkedIn — /in/bradleypolanco linkedin.com · professional
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