| Brand Building | Kickoff call w/ roadmap, monthly alignment calls, basic market research, brand & media kit, competitive analysis, value statement, visual identity, basic guidelines | Weekly consultations, market research & competitive analysis, comprehensive value statement, advanced visual identity, typography & color palette, brand kit, lead magnet dev | Custom offers, keyword development, low-ticket product development |
| Tech Stack & Business System | CRM, CMS, OS system, media system integration, FAQ script | AI appointment setter, system maintenance & optimization | Advanced system management, dedicated system rep |
| Funnel, Cash Gen & Email/SMS | Funnel strategy doc, funnel + website setup, angles & hooks bundle, email & website templates | Write & publish your book, cash generation event, sales scripts, 1 new product/service creation | Unlimited sales funnels developed |
| Organic Lead Gen | Top funnel, 3 posts/wk on 4 channels, social strategy & content planning | All funnel levels, 7 posts/wk on 4 channels, social listening, content creation, lead magnet dev | Unlimited posts/wk on 6 channels, IG verification, engagement on all channels |
| Paid Lead Gen | Ad account setup, ad tracking, 1 campaign / 1 channel | All Start-up features, 6 campaigns / 2 channels, performance reporting & analytics | Unlimited ad creatives, 3+ channels, advanced performance optimization |
| Content Creation | 3 videos/wk (12/mo) — strategy, keywords, scripting, editing, scheduling | 10 videos/mo — strategy, keywords, scripting, editing, scheduling | Unlimited across brand — strategy, keywords, scripting, editing, scheduling |
| SEO | ✗ | Keyword research, Google listing, 40 directory listings, 2 blogs/mo | 100 directory listings, up to 4 blogs/mo |
| Podcast Booking | ✗ | 4 podcasts | 12 podcast bookings, launch your own podcast |
| Reputation Management | ✗ | National press release, testimonial campaign, negative review disputes | 4 national press releases/yr, negative review disputes |
| Expert Support | Monthly support call | Dedicated support rep, training call access, AI appointment setter | Dedicated support rep, AI agents, dedicated sales closer, custom training modules |
| Affiliate System | ✗ | ✗ | Referral partner setup, tracking & attribution, payout management, influencer ID, campaign strategy |