Eight numbers, filled on the Tuesday 1pm call. Five pull straight from HubSpot reports (audits booked, proposals presented, sprints sold, close rate, recurring baseline). Three are manual: % of calls with price stated, outbound touches sent, cost per audit. Deals live in HubSpot; this is the weekly snapshot.
90 day priorities. If a task on the Plan does not move a Rock, it is a distraction.
We define brands before we decorate them. Every engagement starts with paid story work. No standalone execution, ever.
| Tier | Scope | Price |
|---|---|---|
| Story Sprint | 1 week. Narrative doc, messaging guide, creative direction notes. Credits up within 60 days. | 2,500 flat |
| The Feature | 4 to 6 weeks. Anchor film plus 3 to 5 cutdowns. | 20K to 30K |
| The Construct | 8 to 12 weeks. Sprint, then identity, guidelines, site. | 40K to 60K |
| The Partnership | Fractional creative dept. Offered only at delivery. | 8K to 12K/mo, 6 mo min |
| Asset | What it is | Where it goes | Owner |
|---|---|---|---|
| Sprint explainer | 60 to 90 second video: what a Story Sprint is, what you get, what it costs | Landing page, IG, retargeting ads | Mike films, Adam edits |
| 4 teardowns | 2 to 3 minute videos: 2 story teardowns from Adam, 2 design teardowns from Mike. Each one gets cut into 3 to 4 short clips, so 4 teardowns feed 12 to 16 pieces | IG, YouTube, cold Meta ads | Each on camera for their own 2, Adam edits all |
| Case cutdowns | 30 to 60 second proof clips from Bright Buoy and RFTM | Landing page proof, retargeting | Mike |
| Landing page | One page: the ladder, proof, book a Story Audit | Where every ad and email points | Adam copy, Mike build |
| Reactivation emails | A tier personal notes, B tier skeleton personalized, C tier broadcast | Personal inboxes (logged via HubSpot Gmail extension), C broadcast from HubSpot | Each works their own A and B lists. Mike sends C |
| Field Guide + nurture | Lead magnet PDF plus email sequence | Meta funnel, phase 2, about 30 days after launch | Adam writes, Mike builds flow |
| Monthly email | One useful story note to the full list | HubSpot | Adam |
| Channel | Monthly | Job |
|---|---|---|
| Meta cold video | 750 | Build the warm pool. Thruplays under 3 cents. |
| Meta retargeting | 750 | Sprint offer to the pool. The conversion layer. |
| Google Search | 600 | Exact match intent, Austin and Honolulu. |
| YouTube in feed | 400 | Teardowns. Feeds remarketing. |
| 0 | Organic only. |
Kill rule: 150 spent with no audit and under 15 percent hold, pause it, no debate. Scale to 5K month 3, allocated by cost per audit (target 150 to 300).
IG 4x week. LinkedIn 3x week. YouTube 2 long form monthly plus Shorts. Blog 2x month (SEO only). Email monthly.
| Tier | Who they are | How they get hit |
|---|---|---|
| A | Closest past clients and warmest relationships | Individual personal notes, one at a time, week 1. No template. |
| B | Warm but not close. Know the work, cooled off | One skeleton draft, personalized per name, weeks 2 and 3. |
| C | Everyone else on the list | Single broadcast send, week 3. |
Cold: 8 targets per two week batch, 4 touches, replies come touches 3 to 5. Engagement flags get a same day personal note.
| Tool | Job |
|---|---|
| HubSpot | System of record. Deal pipeline (Reply in through Won and Lost), full contact list tagged A/B/C, C tier broadcast sends, landing page forms, meeting links. Gmail extension logs every personal note to the contact automatically. Free tier now; Starter only when we need HubSpot branding off the sends. |
| Claude | Mike on his own seat. Drafts copy, emails, proposals, and deck content; runs this ops board. Nothing ships without a human pass. Connected to HubSpot, Figma, Gmail, and Drive. |
| Figma | Design system home plus the deck engine. One master pitch deck, componentized, every text layer named. Per prospect: Claude takes the audit call notes, writes the copy with the prospect as the hero, and fills a duplicate of the master. A full day of deck building becomes 30 minutes of review. Build cost: one day, once. |
| Calendly | Story Audit booking with the 7 question intake, budget range included. |
| Stripe | Payment and contract flow. |
| Adam: Story + Video | Mike: Graphics + Web | |
|---|---|---|
| Creative | Narrative and messaging. Scripts, on camera, VO. All video editing: explainer, teardowns, clip cutdowns, anchor films. | All graphic design. Web design and builds, landing pages. Brand books and identity systems. |
| Ops | Every audit and sales call. All pricing said out loud. Proposals presented live. His relationship notes (Austin list). | HubSpot: pipeline stages, imports, sends, daily engagement flags. Ad ops and the kill rule. Calendars, batching, shoot day logistics. Proposal and contract docs. His relationship notes (Hawaii list, Bright Buoy). |
Seat owner answers at the Tuesday review regardless of who executed. Nobody touches the other seat's system without asking.