Pipeline Comparison

# Transcript: 2026-08-03

> 1 time blocks from 2:15 PM to 3:19 PM

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### Project artifact walkthrough discussion
**2:15 PM - 3:19 PM PDT** | *meeting*

**Microphone:**
Here we go, here we go. Where did I hide it? Did I hide it? Where'd it go? Shit, oh it's right here. Okay. So this is a little artifact to put together, sort of just like walking through what's done and what's set up and what we're waiting on as you saw. Today I had the 14-sequence email sequence fired off. I had it run on an expedited time. So instead of a month, it ran in 39 minutes. That's all, you know, proportional. But, you know, it works as expected.

Essentially, what I was able to test is assuming we get the Lofty Smart Plan set up to trigger the Zap in Zapier—that's one of the payments I need to set up. You know, once triggering the Zap, it kicks off the nurture sequence, which is basically the same as adding a tag in Lofty, which kicks off the Smart Plan. And then they're added into the sequence. I tested the scoring functionality. So when they click on the emails, their score increases. If they unsubscribe, they're obviously opted out. And there's a handful of engagement metrics that are going to be watched for and used to bump or decrease our score. And all of that will sort of be tracked and stored in our database.

We should have the form live here. And as Seba had requested, you can see the questions here now on mobile so you don't have to scroll down. Okay. And then beyond that, there's a bunch of duplicate protection to prevent us from spamming the users. Okay. Resend setup. There's some Gmail off stuff. So what are you missing to just get this going? I feel like the only thing that's holding us back from sending him over a second service agreement is that we just haven't turned on the 10-step plan thing yet.

Yeah, and you already made that file, didn't you? What? The 10-step plan? Ah, didn't you work that out with him? Yeah, yeah, yeah. And again, it exists. It's just a matter of... like integrating it into like automation for his ads. So I mean basically we just need to turn on the Smart Plan in Lofty and then it's set up. We're just waiting on that. And then to activate curiosity on the Lofty side.

So how would this look? Also, it's a 14-step cadence, but like there's the cadence for the hot, the warm, and the nurture. Yeah, that's all shown here where like these are different—this is hot from here to here, and this is warm. And depending on the score, they receive it at different cadences. Okay cool.

And then I just wanted to check... Sarah's main thing is he's a simple guy. His main thing was just kind of like, "I want to be able to input any lead in manually." It automatically gets adopted into the nurture sequence; that's how it would work. So basically I've written some instructions for him but all he needs to do is add the lead in Lofty and that happens automatically when someone submits their info on the site. But if he were to add it manually, all he would need to do is add the "nurture sequence" tag and they're automatically added to the nurture sequence. And that's what kicks off the Smart Plan.

And that's like the one dependency we have to basically set this up: Is that once the Smart Plan is enabled then he'll be able to just add the lead, select the tag, and they're in the sequence. Okay cool. So you know for a simple guy it's a pretty simple process. I mean I feel like as long as you can go from point A to point B without minimal friction that's set up. But I've already basically done that, simulated, so I feel pretty confident that it's gonna be smooth.

And then there's the question about enabling the newsletter stuff and making sure we do that. I've got a draft for that, and the plan would be to start doing that on a weekly cadence on Mondays. So I can set up the next one or the first one rather. And we'll just plan on having that set up.

And there's one thing I wasn't sure about that we didn't really ever set up and Seba didn't really press us on it so I didn't like go ahead and make it a whole thing getting it set up, but we built the voicemail stuff you know? And it just never came up when we were accepting the website. Obviously it's already wired up and all I really need to do is enable it, but it's going to a meeting prior to even considering going into another engagement. So I would say just save it. It would be a cost to Seba. I would say we're probably going to have... It's good to go. It's just not a good putting card down. Yeah. Okay sweet.

Yeah, and then there's like some Twilio business fair. We have that question for that meeting, and we can just tell them like this is where it's going to cost us to. Like let us know. It's already set up stuff in that, but that'll all be part of that conversation. And we have most of that information already, to my understanding right here.

Just gonna confirm we've got that email down here or... It's not really an address anyways. You know, we'll look at that sort of for sure, but yeah so that's everything there. And like I said, it's been tested to fucking ever loving shit. I threw thousands of dollars of inference at this. So I feel pretty good about it.

And then what else here? I mean that's sort of it on Seba as far as I recall and understand. So we'll just yeah let me know if you hear back from him. And you can just ping me. I'll kick it off as soon as I hear from you so that we can get in. And I'll be able to log in and then I'll have the Smart Plan set up. So that's one point of conversation, but it seems to me like you pretty much just have it taken care of. We just need access to all of them.

I think we should once again kind of resume the conversation about the website and just like our external market. I have a worry that like Luxury Collection is all good. Like we did kind of have a lot of work, but I think it's a lot of work.

There was a bit of a freak-out last week because, obviously, we weren't sure if we were going to retain the fine or whatnot; I wasn't entirely sure what was going to happen. But everything is good and safe at least for the next month. You know, we don't know up to what point that's going to last us.

So, yeah, I was talking to Miguel and I mentioned it to you as well, Pam, that like we really need to step up our internal marketing game and start getting our faces out there. We need to start talking about what we do just because we need to start generating leads and converting clients outside of our sphere of influence. Realistically, Visual needs so far how I can go, and I have to be honest—I feel like I'm already starting to exhaust my immediate sphere of influence. It's gotten us this far, but we need something that can consistently keep bringing new clients in, and we need the system to also retain those clients that we have.

So yeah, I was talking about this with Miguel about obviously getting the website started, but we kind of came to the realization that we can start doing content just to get leads and people in while we actually make the website. That's probably something that we're going to try to be doing, or just actively talking about it and setting up the facility. Obviously, you can help as well with what we've spoken about at the beginning: scraping for different leads, like people that we can mask, just in case. You know, a couple of make-this-website-for-$1,500 or this landing page for $1,500 kind of things—that type of shit would be fantastic. Six years, like 10 of those, is $15k round off the rip.

Okay, so just on that thread there, I think a really quick and easy win is probably for this intro web design package we had always discussed. Weeks ago, I got 8,000 leads, so we have 8,000 leads to message. We could probably do tranches of 500 to 1,000. I've got through Resend, which we have for our clients; we'll be able to send thousands and thousands of emails. And we have things set up now so that we can have Claude literally answering our emails for us, letting us know when there's a hot lead responding to one of our emails.

A lot of the work I did this weekend was basically tooling up our shared flow systems with Claude so that we can use it in this remote environment. I created a couple of things here that I shared while I was at the airport: a shared artifact for our agents working in the cloud. It's able to deploy to Cloudflare, and they basically spin up new websites for us, do work creating internal and external client docs, and can do stuff like what I did for Imprenda Luis where we put together that doc. We can just start doing that automatically without us even thinking about it. Once we're going to have a scanner email on a daily basis: if it sees that we sent an invoice or someone signed a service agreement, I can just go and do that shit automatically. We don't even have to ask.

Yeah, actually, now that you mentioned that, I did see something that caught my eye. Oh yeah, and then there's the live ad metrics pipeline which flow invoice creation routine completed. So this, as we discussed, we'll be able to basically create... This was for Imprenda here, which I did not create or put at $1,500 a month; I wasn't sure if that was correct. But yeah, I mean basically this chat right here, which I pinned: you just type in the name of the client and the amount of the client, like a routine because what I'm starting to do with all the service agreements every 15th of every month. That way, the idea should be that we can just kind of cycle this every 14th—like, "Yeah, I need all the invoices for this month," or Boomer just like, "I got made those right." Let's figure out getting everything and everyone's invoices out on time and consistent here.

Let's see... do we set that all right? So I'll change that; it'll run on the 14th. We can also run it sort of at will, and I'll have it run just now: we can do like July 15th retroactively or something, or August 15th in advance, and good to go in this current state. So we'll just add that schedule here shortly. This stuff, like we could just take a look, make sure everything looks good, make sure we don't want to make any additional edits. But I mean, it's as far as I understand it: basically, this is the monthly client reports, which I'm going to have generating analytics for ads, whatever campaigns we're running, etc., and that reminds me—let's take a look and does that take into account organic content as well?

Yeah, so that's what we'll have to wire all that up. But once we have that app that we had signed up for... Developer Group? No, no, that's not right. What the fuck, anyways, it's somewhere here. Oh, you might have added me on my personal or something. Frankly, I'm not exactly sure. Yeah, no, because we were joking about this verification process—was it Thursday last week or something? I should go... I know. Okay, 201-762. Okay, but yeah, we'll do the same for Google for any of our clients. And anything that we can't get to via API, I'm just gonna have an agent use the Chrome extension and grab it manually.

Are you sure? But that's like... are you sure this doesn't breach VLS having an agent communicate?

control on my behalf to go get numbers. Yeah, I'm positive. Yeah, there's nothing. If it was like scrolling on socials and going through liking shit and commenting, that would get into shady territory, but acting in an administrative capacity, there are no issues. They also have MCPs that enable the same functionality. But here, let's take a look at something. I'll revisit what our message is; this should be in progress. We'll have to figure out exactly—we'll have to get that sorted. We'll want some sort of shared Facebook page as well to help us run Meta ads for ourselves, which is obviously one of our goals. And we'll sort of need to do something similar, which I believe we've already sort of set up here, or at least begun the process of setting up. But all of that should be fairly straightforward; nothing out of left field or anything that I would expect to be too difficult. So yeah, I'll basically go finish the monthly report routine so that we have access to that. Maybe it would be better to do it at the end of the month or the beginning of the month. And then, yeah, we can also have some weekly cadence stuff if we want. Cool.

We are onboarding RP and our P advice tomorrow, which would be cool if we had a similar artifact to the one you've written for. Yeah, let's do that right now; I'll kick it off. Um, this one should be pretty simple. The thing is, I'm not sure if they have like social media, so that's something that we'll talk about tomorrow. Just build their assets that they did and leave a link in Google Drive to identify any relevant resources. Miguel, did you get the number of videos we have for... Let's see. Okay, in total, we have 37 minus six because of the ads, and I put it in the tracker we made like that small table. I also added the two reels we reshot. Okay, so we're technically missing five full-fledged reels. Yeah, um, yeah, I think we could get that done in a session and get ahead of what's to come. Okay, that's perfect because he's... I'll just put it in the tracker; you can see it if you want. I have the number here for us just in case, but yeah. Because last month we shot like four at the new apartments and eight from the podcast-style videos. Okay, perfect. Okay, sweet, sweet. So we're catching up.

Also, I need to talk with GG because there are some edits that are missing; not all videos are delivered, but that's how much we've shot. Um, he's got... Are they doing our accounting too? Right? Okay, cool. Um, yeah, I'm gonna need it. Okay, yeah, okay, cool, cool. All right, so it's going to work on RP here because my fucking tax situation is fucked. I'm glad it's not just me. Me then. Okay, cool. Okay, what else? What else? Yeah, if you want to be in that meeting tomorrow, I do. Um, what time is that? Let me look at the... That's 1 PM. Okay. I mean, I should be able to do that, but let's just play it by ear. That's 1 PM, my 1 PM. Chat getaway. I know it's 1 PM. Oh, okay. So then that's earlier, which might actually work better for me given my morning. Are you going to be in that meeting? What was that? Oh, there... I'm Luis. Are you going to be in that meeting? Can you? No, I can't. Well, I'm saying I would like to be, but I just don't know how fucked my morning's gonna be. If it's not, though, I mean—and I assume it won't be—well, careful, Luis. I assume I should be able to make it. Let's see here.

And then, yeah, I've got some ideas for content, guys. So I'm going to try and flesh out some thoughts. I just... Oh, I like that. Content ideas for what? For us? Yeah, for us. Yeah, just like flexing. I just want to flex on the haters, man. Hell yeah. Yeah, I like that. I do kind of like the idea that we're all unemployed because we let AI take our jobs. But I think there are a couple interesting things that we might be able to do. I mean, I think there's just like, we're able to do stuff that I think people... I'm still realizing they don't even know the half of it, like what people are capable of doing now. And if we can convey it in a way that shows like, hey, you come fuck with us, this could be you too—I think it could be really compelling across the world and the sorts of channels that we would target. Well, I like that, honestly. I like that. It would be cool to get you in to do some of the content, you know? If you'd be down to. Yeah, no, I would love to.

Yeah, so I mean, I definitely assume that we'll plan a trip for me down to PR. We could do some shit together in person. Yeah. I guess you can fucking record yourself with your phone too. Like, obviously I want you... Honestly, for reals, bro, you just need like good natural lighting and that's it. Like you don't need a fancy angle; you don't need a fancy camera. You know, you just get some good enough light and that's it. That's all you need, girl. That makes it look clean enough, you know? No, totally. Yeah. And I'll probably just look to you guys for advice and input and feedback on whatever we end up creating. And I think we could probably do some like multi-person stuff where we're all sort of filming some things—sort of like meet the team, da-da-da.

Yeah, I think that I have this... I don't know why I'm stuck on this idea of making reels in Cantonese with Spanish or English subtitles, bro, and we just make it super Puerto Rican but my voice is translated to like Canada Cantonese. I don't know. I think that shit would slap, bro. I don't know Cantonese unfortunately. No, no, no, no. I saw this meme recently but it's like... I think it's like an intro for a show but like I kind of like the idea of some sort of meat flow, but anyways, I'm planting seeds in your minds, dumb shit. I mean, I think dumb shit kind of goes a long way on reels and stuff so um nice. That's what I'm saying. That's what I'm saying. Guys, but it has to be in the case. Yeah.

I understand, and that's what I'm trying to do: give us concepts and ideas that we can start playing around with and exploring because vanilla content isn't going to get us far. I agree. But yeah, I also agree that we're probably going to be dancing this fine line between tasteful and potentially epic. I'll read the freaks—control freak, um—anyways, okay, cool, whatever. Um, okay, so yeah, I'm gonna go make sure I've got... uh, find that shit again. Here we go. Those leads here. Let me see. We have like 8K leads somewhere. There we go. Okay, what's it creating for us? Okay, let's see how this looks: RP Advisors. Okay. Yeah, I'll send it to you. Yeah, but we don't need to make it RP-style; it's just like... Yeah. You know? It's our presentation. I don't fucking understand this shit. What is this? Wait. This is for the kickoff meeting tomorrow in the AGUOMO there. You're right, you're right. Yeah, I think with, you know, there's probably going to be some appropriate times to do that, but yeah, I think you're right. Ah, exactly, exactly. Um, yeah, but this all looks good. Um, I'll have it sort of like fact-check everything; things are all right. I'm assuming I did some pretty good research here to figure out where we need to get things sorted. Oh, we—it has to figure out... um, LinkedIn marketing. I have no idea how to fucking use the LinkedIn Ads platform. I've never used it. Let's make sure: What do you need? Like, my—you need my LinkedIn, or can you make me an admin on Flow Systems or something? Yeah. Because then I can take a look and see, you know, like what... what, what, what, what, what it thinks that's going to require and how much work is going to be. But honestly, I have this weird feeling that it's gonna be easier than fucking like Meta and Google. It'll probably be straightforward; it's just the vibe I get. I haven't heard anything really awful about LinkedIn marketing except for like people who have to consume the ads because everyone hates LinkedIn ads. But yeah, I just have a hard time imagining that the campaigns are going to be super difficult. So anyways, nonetheless. Okay, so going through, let me check. Oh, we already got our page set up. And then yeah, Miguel, let's focus on the site and stuff first, but I'm probably gonna have... Dude, you have to be following the page in order to... I'm not following this; I can't... What the fuck? You're the one hater. It's the fucking partner. I'm the fucking worst, guys. Wait, gang. Gang. Search up Luis. I just saw it. There we go. There it is. These are the ghosts. These are the ghosts right here. Okay. Cool. You have... going for. Anyways, I'll create a little artifact for us. I'll have to do some research; I have to figure out how should we dip our toes into LinkedIn Ads and how, how should a holistic, you know, campaign portfolio across Meta, Google, and LinkedIn Ads look for us, and where we should probably focus our efforts and our dollars. I am sort of of the opinion that we'll actually probably see some pretty good results like just establishing our presence online and doing a little bit of organic stuff, you know, just starting to comment in places where people, you know, that we would be targeting would see us, and making sure our posts are starting to, I guess, get grouped algorithmically with the, you know, thought leaders in our space and the businesses we're competing with or complimentary to. But frankly, I think there's just a little bit more research that I personally need to do before I have any strong opinions there. And I usually defer to your guys' judgment on a lot of that stuff. But nonetheless, I will do some additional research there. What the fuck was that noise? Okay, yeah, and then I'll figure out what the fuck's going on with the apps. That shit doesn't make any sense to me; I'm sure there's something I'm doing wrong. Okay, hooray. So we've got 8,229 businesses. Let's see, we've got their phone numbers. I'm sure I can run these through a database and for a couple bucks get us their emails. Let's see if I was able to find any. Sure, I could also get their support emails from their sites. But I mean, I believe that these are all over the Southeast United States—New Orleans. Let's see what's going on here: no website. Okay, cool. Anyways, yeah, so it gathered us information about like... what would be good for us to target? Or like not what sites, but what businesses would be good to target: who's missing a website, who has a website that's shitty, who doesn't have an established social media presence that we can sort of help with their digital marketing, et cetera. I have a question there: How would we offer marketing services for people who are in the mainland? We're not—we're offering Grand Pits and Web Fights. All right, yeah, and we could offer like scripting; um, that's kind of like the page that I showed you the other day. That's what she does—she doesn't film anything; she offers like scripting and editing. Yeah, so like they record it, and then the editors just take it. Yeah, I also know people that just run ads and uh... they have their like—they are responsible for creating the content and they just have to pass the creatives to their agency or whatever, and they run ads for them. So but I think for the sake of ease—and we know this is our lowest friction package—the website stuff is just a lot of fun; great entry point. If someone goes for that, we know we have a... like, I guess, a pathway into expanding because we know that if they didn't have a website or if they had an unestablished digital presence, then we have sort of like a way to hook ourselves in and offer more of our services as we prove our worth and gain their trust. Just FYI, I don't know if you know this, but me and Luis haven't been saying prices on websites; we've been saying like...

We're going to quote based on your needs because, based on our past experiences, saying $500 or even a thousand is cutting it way too low. It might be something super simple that we can generate quickly, but we already went through this with FL and Bueno. So I would give a basic landing page price—maybe around $1,500 for a basic landing page. If they want anything else, that's out of scope.

I'm thinking our email should say "starting at one point five"—"get your digital presence." That's good. I think we could generate most of it; the effort is going to go mostly into de-slapping it. Frankly, I bet it serves their purposes in a lot of cases, so we'll want to be conscious of that.

I'll probably have some agents expend some effort looking through the leads and figuring out where we see gaps or where someone could definitely benefit from our services. Maybe even identifying a couple of issues with their website—like doing a small audit for them. Particularly offering them something of value without them having to contact us or reach out first. Like, "Hey, you know, here's what we saw on your website; we thought your business was interesting." Basically an audit where we surface a market we were trying to advertise our services in and noticed these couple of things. If we could have that level of outbound going out weekly, I don't see why we couldn't retain at least a couple of clients.

I totally agree. This slide is kind of good too. The fact that these leads were found via Google Places suggests they went through the effort of setting up their Google Business Profile. Frankly, HVAC—which was a big target here—might not be the best business for us. But there's so much data here that it will require some research. Car dealerships would be interesting here. Law firms would also be interesting; we know they have money, though I'd assume law firms are really heavy on word of mouth.

This is basically the first time I've even looked through this data, so I'm excited to see all this potential information and signal. But I'll continue expanding our search; there might be different niches or industries I overlooked that might be better suited for our services or outbound. As you said, there's nothing stopping us from kicking the wheels off.

I'll make sure this is all available in our repo so our flow system agent can access it and start working on this stuff for us and report to all of us. I think really what we should start doing is establishing a kit—like a brand kit and website package—and maybe create an ads package as well, similar to how you were mentioning they record content, we add campaigns, handle onboarding, and all that good stuff. Because the one-month-to-month model is pretty much just editing three videos a month for them, running those three campaigns, and boom—they pay us $1,500 for it.

I would love to have more branding and website projects because I like them, but our content is what gives us money. So in that case, we should start with the outbound packages for those two areas, and locally focus on content. One of the problems is that since everything has been through my sphere of influence—people reaching out because they know me or are doing this—it's harder to dictate a price. If we advertise ourselves as a company that does this and establish our pricing, then the people who hit us up will be hot, warm leads that already know what we're charging and will be more likely to spend that money.

We're finding a lot of real estate firms in Puerto Rico without websites, which is good. I'd probably try to data scrape and get emails if at all possible, but I don't mind cold calling. Luis, I'll tell you, I think we're going to have trouble not paying for emails. It's usually like 10 to 50 cents per lead, but if you put in their phone number and website, you can usually get emails back.

I'll do what I can to get it for free. I mean, obviously we just found one right here, so there's things that we can do. I would definitely not mind paying for that; it's just like I would be very careful about how much we'd be spending. If we're spending $200 a month on that, that's fine. If we're spending a thousand, that's not okay; we would definitely not do anything unfettered. What I would do is have agents go through this list and start sorting and organizing stuff based on what additional information they could find online under strain. It would have to be controlled by us. I think we need to ask: what sort of qualities are we trying to target? Then, if we find a list where, let's say, 500 ADKs are really good, and we go through and say, okay, let's try and enrich the contacts of these first 100 out of the 500... that's probably like $20 or $30 or something. Something to take into consideration is that if we get one client out of Puerto Rico, we can solicit for exportation of services; they have a really good tax incentive over here where we'd only pay four percent taxes. So yeah, that's definitely something—that's why I would like to get at least a couple of clients outside of Puerto Rico because that would be very beneficial for us.

Well, that is the bulk of what we've got to turn. Guys, I'll be right back. I would also hit local for sure, because I think local gives me a little bit more leeway into selling them our services. But I think we should start off with those two packages: branding and website, then ads like editing and ads, and then the content stuff, even more local. And then we have to work on the AI branch, like the bot and all of that. So that's four different sources of revenue—four different services or products that we can offer. I think if we make a real killing off those initial packages, then we buy ourselves all the cushion and leeway we need and the resources we need to really build that shit out and do it right. Not that I'm saying like, oh, that's what's keeping us from doing it; it's just like we're obviously a little hamstrung given how small the team is. And more as time goes on... I mean, I'm also beginning to feel that what I'm creating for us currently in Claude with this remote stuff might be sort of like an unlock for a really cheap bot that functions very similarly to what we were trying to build for Eduardo in the first place. It's not a website yet, but like that's fine; we can start putting stuff out and get our name going.

Second off, Miguel, I think in terms of branding and the website, you should just make the package. We'll take this homework: I'll sit down, I'll make the package for the ads, like the editing and all that stuff. You mean like defining the package? Yeah, definitely. Exactly. Because what I'd like to do then is get these packages good and ready so we can actually start doing outbound marketing. Once we do that out, we're gonna test it out and see what leads we find for websites, leads for ads, and just start doing that actively. Cam, you just need to help us find these leads a little bit better because there's a fucking world of potential clients that we're not tapped into. I can take the ads editing stuff; things like that's kind of where I've been navigating. And then maybe you should probably do the branding and website stuff. I'd say try to keep it simple and don't go crazy with the price and deliverables either. Try and make it like, "You will get two logos, two revisions, and then after choosing one you get to the right chance." That type of stuff. It's pretty simple, and always leave space or an option available for more stuff—whether it be an a la carte menu or just something that we can offer later. I'd do the same. But yeah, I think that would be like a solid place to start off with actually expanding into different territories because, as I said, our sphere of influence is kind of being exhausted right now and I want to start looking at other ways we can really expand our revenue. If we've managed somehow to get around $10,000 a month just from talking to people that we know, imagine what we could do if we're hitting thousands of people a week. We should definitely run with that.

So one thing I was going to offer doing for each of us is helping us create custom link trees for our socials and stuff so we can point people to our site and other potential assets that we'd want people looking at, and also just sort of like a webpage that we can constantly drive people to. But I was really excited about this so that way next week we can be actionable and actually maybe send our first couple of email blasts trying to get these new leads going, and potentially go record the first session of content that we do for ourselves. Does that sound good to everybody? Mm-hmm. Absolutely. Okay, I like this because I think we're long overdue. And I had a feeling that we don't know how good it's going to be for us until we actually just start doing this. Obviously, we've been super consumed at least over here in Puerto Rico.

I know that you're dealing with a bunch of shit over there, Cam. But we were so consumed with our clients that we just haven't had time to sit down and plan this stuff out. Now that we have an editor and Miguel can effectively delegate a lot of business work, and you have a little bit more time to focus on all of this internal stuff that matters a lot, I feel like we can really hit a stride and fucking get going.

Well, when you say not too crazy, what exactly do you mean? Hear me out, hear me out. That's a very thin line. It could also mean: Do we want to offer services—some shit services for cheap—or do we wanna offer some premium services? You know, like I know we wanna stay open, but I think we also have to keep in mind what type of work we want to be doing and what type of clients we want.

I totally understand that, but I do take into consideration that anything that has to do with outreach is more for the creation of volume and not for the creation of like quality. When I mean quality, I'm not saying that we're going to do shit work. I'm saying that what we're looking to do here is get like 20 people who are women to pay us a thousand five hundred dollars for a landing page. Like we're not trying to sell a website at twenty-five thousand dollars; you know what I'm saying? Offer a service that you deem a great service.

I'm just saying that because the idea is to have simple... Oh, for sure, for sure. So like when I mean keep it simple, I'm not saying don't [take on] clients. You need to do something that is like easily repeatable so you're not drowning in work. You know what I'm saying? So it's like ideally right? We have like 10 clients. How sure are you that you can manage 10 clients for branding a website right now?

We could definitely manage it; it just depends on the timeline we promise. You know, we also have—I have some resources to outsource from—a good management managing that much doesn't really worry me. What worries me is that like we focus on the cheap work, on the fast work, and we just end up falling in that trap that's like hard to get out of, you know? Because I understand that we want to solve problems, and I do agree with it. Volume is what's going to bring us numbers. But I think that as we work, where word of mouth might help extend our reach and help keep the flywheel moving... my head [is telling me] that if we want word of mouth to play in our favor, you know, cheap, fast work isn't going to do that. They're just going to be the people who solve problems. Like yeah, como un resuelva. I don't know how to say that.

I don't think these things are mutually exclusive; no they're not, they're not mutually... Well yeah, you said I don't think they are. Yeah, that's like that. Because Desai, basically what you're saying is like ah, just because we're doing this—like let's say we're selling a product brand kit for $1,000 and we're doing a landing page for $1,500—like basically what you're saying is like the work is going to be shit just because that's what they're paying for it. It's gonna be shit, pero... It's not gonna be the same size. It's not a premium product at the end of the day. And I know we're not looking to sell fucking brand kits that go for 10k or websites that go for like 20k, but I don't know how you say this: my God, at least when it comes to design work, good design costs money and good design takes time. Even if you are a fairly quick designer, there's a lot of process that goes before you even touch up the sign.

I want you to understand something but we've always kind of had this discussion. And while I do agree with you, you also have to take into consideration that we're six months in and only have like six clients. Like there's a big factor that comes into play: no big company is going to give us a fat check for premium quality work if we have absolutely nothing to show for. So even if that means that we have to pick up 20 clients that show that we did a great job on... Oh no way, it works, it works see? Oh, that's fire.

Hello? Hello? What the fuck is going on? Hello, hello, hello? Okay, I think that it's also like important for you to think about this real quick: Who do you think makes more money? The people that cater to the average person or the people that specifically cater to the ultra premium elite? Like it's like saying what do you think sells more? Like a fucking retail mattress store or Tempur-Pedic? Obviously the retail mattress is going to sell more because there's a bigger market size for it. I understand your worry about like, you know, we want to have a premium product and we will have a premium product because that's what pricing tiers are for. But we need to be able to offer something that can create consistent revenue because we're selling at a really high price with nothing to show for; then no one is going to buy our product.

So we need to, one, establish like let them buy into this premium product. They're going to ask us how many... Like think about how this would go on a sales call right? So like let's say I'm talking to someone and trying at the end of the day but for example with our initial kind of market base, like the first seed sample size of clients that we've had have been individual real estate brokers. Right? We can't sell a premium product to an individual real estate broker unless they're making hundreds of thousands of dollars a year.

**System Audio:**
Thank you. Mm-hmm. Okay. So what do you mean? To just get this going. I feel like the only thing holding us back from sending over a second service agreement is that we haven't turned this into a 10-step plan yet. But you already made that file, didn't you? That plan. Yeah. Did you work that out with him? Yeah. I get it. It exists; it's just a matter of integrating it into an automation for his ads.

And then to start curiosity on the lofty side: how would this look? Also, it's a 14-step cadence, but there are different cadences for hot, warm, and nurture leads. Okay, that's taken into consideration. And I just wanted to check—Sarah's main thing was simple: she wants to be able to input any lead manually, and have it automatically adopted into this email sequence. That's how it would work. Mm-hmm. Okay, cool. Yeah, I mean, I feel like that's solid.

I would say we're probably prior to even considering going into another engagement. So I'd suggest saving that question for that meeting; we can just tell them what it's going to cost us and let them know it's already settled. Okay. All right, second point: so that's one conversation, but it seems like you pretty much have that covered. I think we should resume the conversation about the website and our external marketing efforts, as well as internal marketing efforts.

I have a worry because while the Luxury Collection is all good—we did kind of have a little freak-out last week because we weren't sure if we were going to retain the client or whatnot—I wasn't entirely sure what was going to happen. But everything is good and safe, at least for the next month. You know, we don't know up to what point that's going to last us. So yeah, I was talking to Miguel and mentioned it to you as well, Cam: we really need to step up our internal marketing game and start getting our faces out there and fucking start talking about what we do, just because we need to start generating leads and converting clients outside of our sphere of influence.

Realistically, like, I feel like I'm already starting to exhaust my media sphere of influence. It's gotten us this far, but we need something that can consistently bring in new clients, and we need a system to also retain those clients we have. So yeah, I was talking about this with Miguel: obviously getting the website started, but we came to the realization that we can start doing content now to get leads and people in while we actually make the website. That's probably something we're going to try to do or actively talk about setting up.

Obviously, if you could help as well with what we've spoken about regarding scraping for different leads—people we can mass outreach to just in case—we should look at that. Like, we can get a couple of landing pages made for $1,500 each; 10 of those is $15 grand off the rip. I bet that shit would be fantastic.

Yeah, actually, now that you mention it, I did see something that caught my eye: "Flow Invoice Creation Routine Completed." Starting to do this with all service agreements is that they pay us every 15th of every month. So the idea should be that we cycle this every 14th—I need all the invoices for this month or boom—and just automate those. Right? I figured that's a simple way of getting everyone's invoices out on time and consistently.

And does that take into account organic content as well? I don't know. Yeah, and I should go to class; it's going to sound like something else. Are you sure this doesn't breach the OS? Easy. We are onboarding RP Advisors tomorrow, which would be cool if we had a similar artifact with the one you created for in-person. This one should be pretty simple. The thing is, I'm not sure if they even have social media—that's something we'll talk about tomorrow. Just build the asset they did and leave a brief: "If they don't have it, we'll help you create it."

Miguel, did you get that number of videos we have? Let's see... Okay, in total, I have 37 minus six because of the ads. Put it in the tracker we made like that small table. I also added the two reels we reshot. So we're technically missing five full-fledged reels, yeah. We could get that done in a session and get ahead of what's to come. Okay, that's perfect. Because he... I'll just put it in for this. I put it in the tracker; you can see it if you want. And, bueno, whatever. I have the number here for us just in case, but yeah. Last month we shot like at the four new apartments and eight from the podcast-style videos. Okay, perfect. So we're catching up.

Also, I need to talk with GG because there are some edits that are missing; not all videos are delivered. That's how much we shot. Mm-hmm. Thank you. And to watch... I'm gonna be in that meeting tomorrow. That's 1 p.m., my 1 p.m. I hear 1 p.m. I'll check it away. I know it's 1 p.m. there, Tony. Are you gonna be in that meeting? Can you know, Cam? Oh, I like content ideas for what—for us or for them? Hell yeah. I like that. They created it. Well, I like that, honestly.

I like that. It would be cool to get you in to do some of the conference. You know, yeah, I think you can fucking record yourself with your phone too. Like, obviously, I want to be honest. Honestly, for real, bro, you just need good natural lighting and that's it. You don't need a fancy angle or a fancy camera. You just get some good enough light and that's all you need, girl. That makes it look clean enough, you know? Thank you.

And I think this... I don't know why I'm stuck on this idea of making reels in Cantonese with Spanish or English subtitles. We just make it super Puerto Rican, but my voice is translated to Cantonese. I don't know, I think that shit would slap, bro. I'm not sure what it is. You can actually get it.

We'll be right back. Black cold breath in the game. It's time to listen to the attention of the day. That's what I'm saying. Guys, but I have to leave. Taste? I agree. Yeah, we're the freaks. Okay. What is this, wait? This is like for the kickoff meeting now.

Yeah, but we don't need to make it our piece out; it's just like you know, it's our representation. Exactly, exactly. Oh, asked to figure out LinkedIn marketing. I have no idea how to use the LinkedIn Ads platform; I have never used it. What do you need? Point in. It'll probably be straightforward. You have to be following the page in order to be made in Adamant. You're the chater. It's the fucking partner of the company. Search up Louise. Thank you, you have admin privileges and I have a question there: How would we offer marketing services for people who are in the mainland? We're not offering websites. Okay, well, we could offer scripting. That's kind of like the paid. I showed you the other day that's what she does; she doesn't film anything, she offers like scripting and editing so like they record it and then the editors just take it and you can like charge like it. Yeah.

Okay. So just an FYI, I didn't know if you knew this, but me and Luis haven't been same prices on websites. We've been saying like, oh, we're going to quote it based on your needs, you know? Because based off past our experiences, just saying 500 bucks or even a thousand is cutting it way too low because you know it might be something super simple that we can just generate but we already know. Come on, we went through it with FL and when I was at the... I would give like a basic landing page price. You know, like I would charge maybe fifteen hundred dollars for a basic landing page and if they want anything else, then that's out of scope and like we were, she don't mind. That's good. Yeah, yeah, that's good.

So I think we could generate most of it. I think the effort is gonna go most into like... how do you think it's gonna be like? Is like de-slapping it, you know? Like, pero ya. So you see making like small ad audits for them. Mm-hmm. So basically like an audit. I like that. I honestly, I like that a lot. And I think that, you know, if we could have like that level of outbound going out weekly, I don't see why we couldn't retain at least a couple clients. Yeah.

I think really what we should start doing is maybe establish like a kit for brand kit and website and package that up, maybe create an ads package as well. You know, kind of like in the way that you were mentioning: they record the content, we edit it, we create the campaigns, have them onboard all that good stuff. Because that one's month-to-month pretty much so I would go in on that one. Like the website and the brand for sure; that should be our highest effort. I think I would love to have more branding and website projects because I like them, but content is what gives us money to run. And in that case, it would be more or less effort because we're really just more in charge of maybe editing three videos a month for them, running those three campaigns, and boom, they're paying us like fifteen hundred dollars for it. Then I would say like we should start off in terms of output with those two packages.

And then locally, like we should do the content. And you know, maybe that also... cause that's something I was telling Miguel too: one of the problems is that since everything has been through sphere of influence, people reaching out to me because they know I'm doing this, or we're doing this, out there, me reaching out to people and getting meetings and squirming my way into a deal. The thing is that it's harder to dictate a price, right? While if we are advertising ourselves as a company that does this and we establish the price, then the people that hit us up are going to be hot, warm leads that already know what we're charging and will be more likely to spend that money, right? So I think that's also a big point.

I obviously don't want to look... Yeah, yeah, you should probably try to like data scrape and get emails if at all possible. But I don't mind like cold calling. I mean, I would definitely not mind paying for that. It's just like I would be very careful about how much we'd be spending; like if we're spending 200 bucks a month on that, that's fine. If we're spending a thousand, that's not okay, you know? Thank you.

And then something to take into consideration here is that if we get one client out of Puerto Rico, we can solicit for exportation of services. They have a really good plan tax incentive over here where we'd only pay 4% taxes. So yeah, like that's definitely something. That's why I would like to get at least a couple of clients outside of Puerto Rico because that would be very beneficial for us. Yeah.

I would also hit local for sure because I think locally, I have a little bit more leeway into selling them more services. We should start off with those two packages: branding and website, then ads like editing and ads, and then the content stuff—leave it more local. Then we have to work on the AI branch, like the bot and all of that. So that's four different sources of revenue: four different services or products that we can offer. I think yeah, yeah, mm-hmm. We can start putting stuff out and get our name going.

Second off, Miguel, in terms of branding and the website, I feel like you should just make the package. We should kind of take this homework, sit down together, and make the package for the ads, editing, and all that stuff. You mean like find the package? Yeah, definitely exactly, exactly. Because what I'd like to do then is get these packages good and ready so we can actually start doing outbound marketing. Once we test it out and see where we're at... Cam, you just need to help us refine these leads a little bit better. That way, we can find leads for websites, find leads for ads, and just start doing that actively because there's a fucking world of potential clients that we're not tapped into.

So I'll take the ads editing stuff since that's kind of where I've been navigating, and maybe you should probably do the branding and website stuff. Try to keep it simple: don't go crazy with the price or the deliverables. For example, two logos, two revisions each—or use one and after choosing one, get two revisions—that type of stuff. Keep it pretty simple. And always leave space for more; if you want more stuff, whether it's an à la carte menu or just that option available, make sure we don't lose that. I do agree with that. But yeah, I think that would be a solid place to start off with actually expanding into different territories because, like I said, we have a sphere of influence that's kind of being exhausted right now. We want to start looking at other ways that we can really expand our revenue. If we've managed somehow to get around $10,000 a month from talking to people that we know, imagine what we could do if we're hitting thousands of people a week.

So for Friday, we should have these packages done, find those leads, and share that content so next week we can be actionable—actually sending our first couple of email blasts, trying to get these new leads going, and potentially recording the first session of content that we do for ourselves. Does that sound good to everybody? Okay. I like this; I think we're long overdue. I have a feeling that we don't know how good it's going to be for us when we do this until we actually just start doing this. Obviously, we've been super consumed at least over here in Puerto Rico. I know you're dealing with a bunch of shit over there, Cam, but we were so consumed with our clients that we just haven't had time to sit down and plan this stuff out. Now that we have an editor and Miguel can effectively delegate a lot of his work and has a little bit more time to focus on internal stuff that matters, I feel like we can really hit a stride and get going.

One question: when you say not too crazy, what exactly do you mean? I feel like that's a very thin line. Do we want to offer some services for cheap or premium services? I know we want to stay open, but I think we also have to keep in mind what type of work and clients we want. I totally understand that, but I do take into consideration that anything related to mass outreach is more for the creation of volume rather than quality. When I mean quality, I'm not saying we're gonna do bad work; I'm saying what we're looking to do here is get like 20 people willing to pay us $1,500 for a landing page. We're not trying to sell a website at $25,000. Oh, for sure, Sisi. When I mean keep it simple, I'm not saying don't offer a service that you deem great; I'm just saying because the idea is to have clients, you need to do something easily repeatable so you're not drowning in work. Ideally, if we have like 10 clients, how sure are you that you can manage 10 clients for branding and website right now? We could definitely manage it; it just depends on the timeline we promise. I also have some resources to outsource from a manager, which doesn't really worry me. What worries me is that if we focus only on cheap work or fast work, we end up falling into that level trap that's hard to get out of.

I understand we want to sell volume and agree with it; volume is what's going to bring us numbers. But I think as we work and produce... Okay, that's exactly where my head is at. If we want word of mouth to play in our favor, cheap fast work isn't gonna do that. We're just gonna be the people who solve... Yeah, I don't think these things are inclusive.

No, they're not mutually exclusive. Yeah, I affect that. Because basically what you're saying is just because we're doing this—let's say we're selling a brand kit for $1,000 and we're doing a landing page for fifteen hundred dollars—it's like the work is going to be... it's not gonna be the same time. It's not a premium product at the end of the day. And I know we're not looking to sell fucking brand kits that go for 10k or websites that go for like 20K, but I don't know how you say this: sign work costs money and good design takes time. Even if you are a fairly quick designer, there's a lot of the process that goes before you even touch a design person.

I want you to understand something. Like we've always kind of had this discussion, and while I do agree with you, you also have to take into consideration that we're six months in and only have like six clients. There's a big factor that comes into play: no big company is going to give us a fucking fat check for premium quality work if we have absolutely nothing to show for it. So even if that means that we have to pick up 20 clients to show that we did a great job...

I think that it's also important for you to think about this real quick: who do you think makes more money, the people that cater to the average person or the people that cater specifically to the ultra-premium elite? It's like saying what sells more: a fucking retail mattress store or Tempur-Pedic? Obviously the retail mattress is going to sell more because there's a bigger market size for it. I understand your worry about, you know, we want to have a premium product and we will have a premium product because that's what pricing tiers are for. But we need to be able to offer something that can create consistent revenue because if we're selling at a really high price with nothing to show for, then no one is going to buy our product.

So we need to establish... think about how this would go on a sales call, right? Let's say I'm talking to someone from our initial market base—the first sample size of clients that we've had, individual real estate brokers, right? We can't sell a premium product to an agent or individual real estate broker unless they're making hundreds of thousands of dollars a year.

# Transcript: 2026-08-03

> 1 time blocks from 2:15 PM to 3:19 PM

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### Client outreach sequence status update
**2:15 PM - 3:19 PM PDT** | *work*

**Microphone:**
Here we go. Where did I hide it? Oh, it's right here. Okay, so this is a little artifact to put together, sort of just walking through what's done, what's set up, and what we're waiting on.

Today I had the 14-email sequence fired off. I had it run on an expedited time. So instead of a month, it ran in 39 minutes, all proportional. But it works as expected. What I was essentially able to test is, assuming we get the Lofty smart plan set up to trigger the zap in Zapier—oh, that's one of the things I need to set up. Once triggering the zap, it kicks off the nurture sequence, which is basically the same as adding a tag in Lofty, which kicks off the smart plan. Then they're added into the sequence.

I tested the scoring functionality. When they click on the emails, their score increases. If they unsubscribe, they're obviously opted out. There's a handful of engagement metrics that we watch for and use to bump or decrease the score. All of that will be tracked and stored in our database. We should have the form live here. And as Seba had requested, you can see the questions here now on mobile, so you don't have to scroll down.

There's a bunch of duplicate protection to prevent us from spamming the users. Resend is set up. There's some Gmail stuff. So what are you missing to just get this going? I feel like the only thing that's holding us back from sending over a second service agreement is that we just haven't turned on the smart plan thing.

Yeah, and you already made that file, didn't you?

What? The 10-step plan?

Didn't you work that out with him?

Yeah, yeah, yeah. And again, it exists. It's just a matter of integrating it into automation for his ads. So basically we just need to turn on the smart plan in Lofty and then it's set up. We're just waiting on that.

Just to clarify on the Lofty side—so how would this look? Also, it's a 14-step cadence, but there's the cadence for the hot, the warm, and the nurture. Yeah, that's all shown here where these are different. This is hot from here to here, and this is warm. Depending on the score, they'd be receiving it at different cadences. Okay, cool.

So Sarah's main thing is he's a simple guy. His main thing was just like, I want to be able to input any lead manually and it automatically gets adopted into the nurture sequence. That's how it would work. Yeah, so basically I've written some instructions for him but all he needs to do is add the lead in Lofty and that happens automatically when someone submits their info on the site. But if he were to add it manually, all he would need to do is add the flow nurture sequence tag and they're automatically added to the nurture sequence.

And that's what kicks off the smart plan and that's the one dependency we have to basically set this up. Is that once the smart plan is enabled, then he'll be able to just add the lead, select the tag, and they're in the sequence.

Okay, cool. So for a simple guy, it's a pretty simple process.

I feel like that's solid. As long as you can go from point A to point B with minimal friction, that's set up. But I've already basically done that simulation, so I feel pretty confident that it's going to be smooth.

And then there's the question about enabling the newsletter stuff and making sure we do that. I've got a draft for that, and the plan would be to start doing that on a weekly cadence on Mondays. So I can set up the next one, or the first one rather. We'll just plan on having that set up.

There's one thing I wasn't sure about that we didn't really ever set up and Sava didn't really press us on it, so I didn't go ahead and make it a whole thing. We built the voicemail stuff, you know? And it just never came up when we were reviewing the website. Obviously it's already wired up and all I really need to do is enable it, but it needs to be discussed in a meeting prior to even considering going into another engagement. So I would say just shelve it. It would be a cost to Seba. I would say we're probably going to need that discussion. It's good to go, it's just not a priority right now.

Yeah, okay, sweet. There's some Twilio stuff. We have questions for that meeting and we can just tell them where the costs are going to be. Let us know. It's already set up, there's stuff in that, but that'll all be part of that conversation. We have most of that information already, to my understanding. Right here, let me just quickly confirm—we've got that email down here, or is it not really an address? Anyway, you know, we'll look at that for sure. So that's everything there.

Like I said, it's been tested thoroughly. I threw thousands of dollars of inference at this, so I feel pretty good about it.

And then what else? I mean, that's sort of it on Seba as far as I recall and understand. So yeah, let me know if you hear back from him and you can just ping me. I'll kick it off as soon as I hear from you so we can get this going. I'll be able to log in and then I'll have the smart plan set up. So that's one point of conversation, but it seems to me like you pretty much just have it taken care of. We just need access.

I think we should once again kind of resume the conversation about the website and our external market. I have a worry that luxury collection is all good. We did have a lot of work, but I think it's a lot of work.

There was a bit of a freak out last week because we weren't sure if we were going to retain the fine or whatnot—I wasn't entirely sure what was going to happen. But everything is good and safe, at least for the next month. We don't know how long that's going to last us.

I was talking to Miguel and I mentioned it to you as well, Pam, that we really need to step up our internal marketing game and get our faces out there, fucking start talking about what we do. We need to start generating leads and converting clients outside our sphere of influence. Realistically, I have to be honest—I feel like I'm already starting to exhaust my immediate sphere of influence. It's gotten us this far, but we need something that can consistently keep bringing new clients in, and we need the system to also retain those clients that we have.

I was talking about this with Miguel—we realized we can start doing content to get leads and get people in while we actually make the website. That's probably something we're going to try to be doing—actively talking about it and setting up the facility. You can help as well with what we've spoken about at the beginning—scraping for different leads, people that we can target. A couple of landing pages for $1,500 each, like if we make 10 of those, that's $15k right off the rip. That type of thing would be fantastic.

Okay, on that thread, I think a really quick and easy win would be for this intro web design package that we had always discussed. Weeks ago, I got 8,000 leads, so we have 8,000 leads to message. We could probably do tranches of 500 to 1,000. Through Resend, which we have for our clients, we'll be able to send thousands of emails.

And we have things set up now so that Claude can literally answer our emails for us, letting us know when there's a hot lead responding to one of our emails. A lot of the work I did this weekend was basically tooling up our shared workflow systems with Claude so we can use it in this remote environment. I created a couple of things here that I shared while I was at the airport.

This is going to be a shared artifact for our agents working in the cloud. It can deploy to Cloudflare and spin up new websites for us, do work, create internal and external client docs. It can do stuff like what I did for imprende Luis where we put together that doc. We can just start doing that automatically without even thinking about it. Once we have an email scanner on a daily basis, if it sees that we sent an invoice or someone signed a service agreement, it can do that automatically. We don't even have to ask.

Now that you mentioned that, I saw something that caught my eye. There's the live ad metrics pipeline with the invoice creation routine. As we discussed, we'll be able to create—this was for imprende, which I put at $1,500 a month. I wasn't sure if that was correct. Basically, this chat right here, which I pinned—you just type in the name of the client and the amount, and it creates a routine. What I'm starting to do with all the service agreements is run them every 15th of each month.

That way we can cycle this every 15th. The idea is we need all the invoices for this month out on time and consistent. I'll set that to run on the 15th. We can also run it at will and I'll have it run just now. We can do July 15th retroactively or August 15th in advance. Once we're good in this current state, we'll add that schedule shortly.

We could take a look at this stuff, make sure everything looks good, make sure we don't want to make any additional edits. This is the monthly client reports, which will generate analytics for ads and whatever campaigns we're running. And that reminds me—does that take into account organic content as well? That's what we'll have to wire all up.

Once we have that app that we signed up for—developer group, no wait, that's not right. Anyway, it's somewhere here. You might have added me on my personal or something. I'm not exactly sure. We were joking about this verification process—was it Thursday last week? I should go. Yeah, I know.

Okay, 201, 762. We'll do the same for Google for any of our clients. Anything we can't get to via API, I'll have an API use the Chrome extension and literally grab it manually. Are you sure this doesn't breach VLS? Having an agent communicate?

Control on my behalf to go get numbers. Yeah, I'm positive. There's nothing wrong with that. If it was scrolling on socials, liking, and commenting, that would get into shady territory, but acting in an administrative capacity, there's no issues. They also have MCPs that enable the same functionality.

Let me take a look. I'll revisit what our message is. This should be in progress. We'll have to figure out exactly what we need. We'll have to get that sorted. We'll want some sort of shared Facebook page as well that can help us run Meta ads for ourselves, which is obviously one of our goals. We'll need to do something similar, which I believe we've already set up here or at least begun the process of setting up. But all of that should be fairly straightforward. Nothing out of left field or anything I would expect to be too difficult.

So yeah, I'll basically go finish the monthly report routine so that we have access to that. We could do it at the end of the month or the beginning of the month. We can also have some weekly cadence stuff too if we want.

We are onboarding RP tomorrow. It would be cool if we had a similar artifact to the one you've written. Yeah, let's do that right now, I'll kick it off. This one should be pretty simple. The thing is, I'm not sure if they have social media, so that's something we'll talk about tomorrow. Just build their asset list and leave it in Google Drive to identify any relevant resources.

Miguel, did you get the number of videos we have? Let me see. Okay. In total, we have 37 videos, minus six because of the ads. I put it in the tracker we made—that small table. I also added the two reels we reshot. So we're technically missing five full-fledged reels. Yeah, I think we could get that done in a session and get ahead of what's to come. That's perfect. I'll just put it in the tracker. You can see it if you want. I have the number here for us just in case. Last month we shot four in the new apartments and eight from the podcast-style videos.

Okay, sweet. So we're catching up. I also need to talk with GG because there's some edits that are missing—not all videos are delivered yet. But that's how much we've shot so far. He's also doing our accounting, right?

Yeah, I'm gonna need that. Okay, so I'm gonna work on RP here because my fucking tax situation is fucked.

Okay, what else? Yeah, if you want to be in that meeting tomorrow, I would like to be. What time is that? Let me look at the calendar. That's 1 PM. Okay, I should be able to do that, but let's just play it by ear. I know it's 1 PM. Oh, okay, so then that's earlier, which might actually work better for me given my morning. Are you going to be in that meeting? What was that? Oh, it's Luis. Can you make it? I can, well, I would like to be, but I just don't know how hectic my morning's going to be. If it's not, though—I assume it won't be. Well, careful, Luis. I should be able to make it.

Let me see here. I've got some ideas for content, guys. I'm going to try and flesh out some thoughts. I like that. Content ideas for what? For us? Yeah, for us. Just like flexing. I want to flex on the haters, man. Hell yeah.

I do kind of like the idea that we're all unemployed because we let AI take our jobs. But I think there's some interesting things we might be able to do. We're able to do stuff that people, I'm still realizing, don't even know the half of. Like what people are capable of doing now. And if we can convey it in a way that shows like, hey, you come fuck with us—this could be you too—I think it could be really compelling across the world and the sorts of channels that we would target. Well, I like that, honestly.

It would be cool to get you in to do some of the content. If you'd be down to? Yeah, I would love to. Yeah, I definitely think we'll plan a trip for me down to PR. We could do some shit together in person. I guess you can record yourself with your phone too. Like, obviously I want you. Honestly, for real, bro, you just need good natural lighting and that's it. You don't need a fancy angle. You don't need a fancy camera. You just need some good light, and that's all you need.

And I'll probably just look to you guys for advice and input and feedback on whatever we end up creating. I think we could do some multi-person stuff where we're all filming things together. Like, meet the team content.

Yeah, I have this idea I'm stuck on—making reels in Cantonese with Spanish or English subtitles, bro, and just make it super Puerto Rican, but like, my voice translated to Cantonese. I think that shit would slap, bro. I don't know Cantonese, unfortunately. No, I saw this meme recently—I think it's like an intro for a show. I kind of like the idea of like some beat flow, but anyway, I'm planting seeds in your minds.

I mean, I think dumb shit kind of goes a long way on reels and stuff. That's what I'm saying. Guys, but it has to be insane, yeah.

I understand, and that's what I'm more just trying to do—give us concepts and ideas that we can start playing around with and explore, because vanilla content's not going to get us far. I agree. But yeah, I also agree that we're probably going to be dancing this fine line between tasteful and potentially epic. I'll read the freaks. Control freak. Um, anyways, okay, cool. Whatever. Um, okay, so yeah, I'm gonna go make sure I've got—uh, find that shit again.

Here we go. Those leads here. Let me see. We have like 8K leads somewhere. There we go. Okay, what's it creating for us? Okay, let's see how this looks. RP Advisors. Okay. Yeah, I'll send it to you. Yeah, but we don't need to make it RP-style. It's just like—yeah, you know, it's our presentation. I don't fucking understand this shit. What is this? Wait, this is like for the kickoff meeting tomorrow in the Aguomo there.

You're right, you're right. Yeah, I think with, you know, there's probably going to be some appropriate times to do that, but yeah, I think you're right. Ah, exactly, exactly. Um, yeah, but this all looks good. Um, I'll have it sort of like fact-check everything. Things are all right. I'm assuming I did some pretty good research here to figure out where we need to get things sorted. Oh, we have to figure out um, LinkedIn marketing. I have no idea how to fucking use the LinkedIn ads platform. I've never used it. Let's make sure. What do you need? Like my—you need my LinkedIn? Or can you make me an admin on Flow Systems or something? Yeah. Because then I can take a look and see, you know, like what it thinks that's going to require and how much work is going to be. But honestly, I have this weird feeling that it's gonna be easier than fucking like Meta and Google. It'll probably be like straightforward. It's just the vibe I get. I haven't heard anything just like really awful about LinkedIn marketing, except for people that have to consume the ads, because everyone hates LinkedIn ads. But, yeah, I just have a hard time imagining that the campaigns are going to be like super difficult. So anyways, nonetheless.

Okay, so going through, let me check. Oh, we already got our piece set up, and then yeah, Miguel, let's focus on the site and stuff first, but I'm probably gonna have—Dude, you have to be following the page in order to—I'm not following this, I can't—What the fuck? You're the one hater. It's the fucking partner. I'm the fucking worst, guys. Wait, gang. Gang. Search up Luis. I just saw it. There we go. There it is. These are the ghosts, these are the ghosts right here. Okay, cool. You have—going for. Anyways, I'll create a little artifact for us. I'll have to do some research, have to figure out how we should dip our toes into LinkedIn ads and how a holistic campaign portfolio across Meta, Google, and LinkedIn ads should look for us and where we should probably focus our efforts and our dollars.

I'm sort of of the opinion that we'll actually probably see some pretty good results, like just establishing our presence online and doing a little bit of organic stuff, you know, just starting to comment in places where people that we would be targeting would see us and making sure our posts are starting to, I guess, get grouped algorithmically with the thought leaders in our space and the businesses we're competing with or complimentary to. But frankly, I think there's just a little bit more research that I personally need to do before I have any strong opinions there. And I usually defer to you guys' judgment on a lot of that stuff. But nonetheless, I will do some additional research there.

What the fuck was that noise? Okay, yeah, and then I'll figure out what the fuck's going on with the apps. That shit doesn't make any sense to me. I'm sure there's something I'm doing wrong. Okay, hooray. So we've got 8,229 businesses. Let's see, we've got their phone numbers. I'm sure I can run these through a database and for a couple bucks get us their emails. Let's see if I was able to find any. Sure, I could also get their support emails from their sites. But I mean, I believe that these are all over the Southeast United States—New Orleans. Let's see what's going on here. No website. Okay, cool. Anyways, yeah, so it like gathered us information about what would be, what sites are, you know, good for us to target, or like not what sites—what businesses would be good to target. Who's missing a website, who has a website that's shitty, who doesn't have an established social media presence that we can sort of help with their digital marketing, et cetera.

I have a question there. How would we offer marketing services for people who are in the mainland? We're not offering Grand Pits and Web Flights. All right, yeah, and we could offer like scripting. Um, that's kind of like the page that I showed you the other day—that's what she does. She doesn't film anything; she offers like scripting and editing. Yeah, so like they record it and then the editors just take it. Yeah, I also know people that just run ads and they have their like, they are responsible for creating the content and they just have to pass the creatives to their agency or whatever and they run ads for them. So but I think for the sake of ease, and we know this is our lowest friction package, the website stuff is just a lot of fun—great entry point. If someone goes for that, we know we have a, like a, I guess, a pathway into expanding because we know that if they didn't have a website or they had an unestablished digital presence, then we have sort of like a way to hook ourselves in and offer more of our services as we improve our worth and gain their trust.

Just FYI, I don't know if you know this, but me and Luis haven't been saying prices on websites. We've been saying like...

We're going to quote it based on your needs, you know? Based on our past experiences, just saying $500 or even $1,000 is cutting it way too low. It might be something super simple that we can just generate, but we already know. We went through it with FL and Bueno. So I would give like a basic landing page price. I would charge maybe like $1,500 for a basic landing page. And if they want anything else, then that's out of scope.

Yeah, I'm thinking our email says "starting at one point five," you know? "Get your digital presence." That's good. Yeah, that's good. Okay, so I think we could generate most of it. I think the effort is going to go mostly into—how do you say it? It's like de-slapping it, you know?

But yeah. And frankly, I just—not awful either. I mean, frankly, I bet it serves their purposes in a lot of cases.

So we'll want to be conscious of that. And I'll probably have some agents spend effort looking through the leads and figuring out where we see gaps, or someone who should definitely benefit from our services, to identify a couple of issues with their website. Say, hey, you know, here's—make it like a small audit for them.

Particularly, offering them something of value without them having to contact us or reach out. Like, "We saw your website. We thought your business was interesting." So basically like an audit.

Yeah. I honestly like that a lot. Surfacing a market that we were trying to advertise our services in, and we noticed these couple of issues, and we thought we could help.

And I think that if we could have that level of outbound going out weekly, I don't see why we couldn't retain at least a couple of clients.

I totally agree. This slide's kind of good too. The fact that these were found via Google Places suggests that they went through the effort of setting up their Google business profile.

Yeah. So frankly, HVAC, which was a big target in this, might not be the best business for us. But there's so much data here that it's just going to require some research.

Car dealerships would be interesting. Nonetheless, there's a lot for us to work with and we can certainly expand our search and take our learnings.

Law firms would also be interesting—we know they have money. I would assume that law firms rely heavily on word of mouth. So yeah, a lot of interesting stuff here.

This is basically the first time I even looked through this data. So I'm kind of excited to see all this potential information and signal. But I'll continue expanding our search. There might be some different niches and industries that I overlooked that might be even better suited for our services or outbound.

But as you said, there's nothing stopping us. Let's start kicking the wheels off. I'll make sure this is all available in our repo so our flow system agent can access it, start working on this stuff, and report back to all of us.

Yeah. I think what we should start doing is establish a brand kit and website package, and maybe create an ads package as well—kind of in the way you were mentioning where they provide the content, we create the campaigns, have the onboarding, and all that good stuff. Because that one's month to month.

I would go in on the website and brand for sure—that should be our highest effort. I think I would love to have more branding and website projects because I like them, but our content is what gives us money, you know?

Yeah, and in that case, we're really just in charge of editing three videos a month for them, running those three campaigns, and boom—they're paying us like fifteen hundred for it.

So I would say we should start off in terms of outbound with those two packages. And then locally, we should do the content.

And maybe that also applies, because I think one of the problems is that since everything has been through sphere of influence—people reaching out to me because they know I'm doing this, we're doing this, people reaching out, me reaching out to people and kind of squirming my way into deals. The thing is, it's harder to dictate a price, right?

Whereas if we are advertising ourselves as a company that does this and we establish the price, then the people that reach out are going to be warm leads that already know what we're charging and will be more likely to spend that money. So yeah, that's also a big point.

We're finding a lot of real estate firms in Puerto Rico without websites, which is good. Yeah, I mean, look at this right here—oh, we've got an email right here. Okay, so that's potentially good. I'll throw that in here.

Yeah, anyway, I'd probably try to data scrape and get emails if at all possible, but I don't mind cold calling.

Yeah, I mean, Luis, I'll tell you—I think we're going to have to pay for emails. I don't think it's expensive. It's usually like 10 to 50 cents per lead. You put in their phone number and website and you can get emails back usually.

I'll do what I can to get it for free. I mean, obviously we just found one right here, so there are things that we can do. I wouldn't mind paying for that, it's just that I would be very careful about how much we're spending. Like if we're spending 200 bucks a month on that, that's fine. If we're spending a thousand, that's not okay. We would definitely not do anything unfettered.

What I would do is have agents go through this list and start sorting and organizing stuff based on what additional information they could find online. It would have to be controlled by us. What sort of qualities are we trying to target? And then if we find a list—let's say 500 are really, really good—and we go through and say, okay, let's try to enrich the contacts of these 100 of the first 500. That's probably like 20 or 30 bucks or something.

Something to take into consideration is that if we get one client out of Puerto Rico, we can solicit for exportation of services. They have a really good tax incentive here where we'd only pay four percent taxes. Yeah, that's definitely something. That's why I would like to get at least a couple of clients outside of Puerto Rico because that would be very beneficial for us.

All right, sweet. Well, that is the bulk of what we've got to talk about. So yeah, guys, I'll be right back.

I would also hit local for sure, because I think local, I have a little bit more leeway in selling them services. But I think we should start off with two packages: branding and website, and then ads—editing and ads—and then the content stuff, even more local. And then we have to work on the AI branch, like the bot and all of that. So that's four different sources of revenue—four different services or products that we can offer. And I think if we make a real killing off those initial packages, then we can buy ourselves all the cushion and leeway we need and the resources we need to really build that out and do it right.

Yeah. Not that I'm saying that's what's keeping us from doing it. It's just that we're obviously a little hamstrung, you know, given how small the team is. And I mean, I'm also beginning to feel that what I'm creating for us currently in Claude with this remote stuff might unlock a really cheap bot that functions very similarly to what we were trying to build for Eduardo in the first place. We don't have a website yet but that's fine, like we can start putting stuff out and get our name going.

Second off, Miguel, I think in terms of the branding and the website, I feel like you should just make the package. And we should kind of take this homework. Like I'll sit down, I'll make the package for the ads, the editing and all that stuff. You mean like defining the package? Yeah, definitely. Exactly. Because what I'd like to do then is get these packages good and ready so that way we can actually start doing outbound marketing.

And then once we do that, we're gonna test it out and see what leads we can find for websites, what leads we can find for ads, and just start doing that actively. And then Cam, you just need to help us find these leads a little bit better. That way, you know, because there's a fucking world of potential clients that we're not tapped into.

Yeah. I can take the ads editing stuff. That's kind of where I've been navigating. And then maybe you should probably do the branding and the website stuff. I'd say try to keep it simple and don't go crazy with the price and the deliverables either. Try to make it like: you will make two logos, two revisions, and then after choosing one you get changes. That type of stuff. Keep it pretty simple. And then, you know, always have space—if you want more stuff, whether it be like an a la carte menu or something that we offer—always leave that option available.

I'd do the same. But yeah, I think that would be a solid place to start off with actually expanding into different territories. Because, like I said, our sphere of influence is kind of being exhausted right now, and I want to start looking at other ways that we can expand our revenue. Because if we've managed to get around ten thousand dollars a month just from talking to people that we know, imagine what we could do when we're hitting thousands of people a week. Like we should definitely, definitely do that.

What are you doing right now? So one thing I was going to offer doing for each of us is helping us create custom link trees for our socials and stuff. So we can point people to our site and other potential assets that we'd want people looking at, and also a webpage that we can constantly drive people to. But I was just really excited so that next week we can be actionable and actually maybe send our first couple of email blasts trying to get these new leads going and potentially record the first session of content that we do for ourselves.

So does that sound good to everybody? Mm-hmm. Absolutely. Okay. I like this because I think we're long overdue. And I had a feeling that we don't know how good this is going to be for us until we actually just start doing it. And obviously, we've been super consumed, at least over here in Puerto Rico.

I know that you're dealing with a bunch of shit over there, Cam. But we were so consumed with our clients that we just haven't had time to sit down and plan this stuff out. But now that we have an editor and Miguel can delegate a lot of business work, and you have a little bit more time to focus on all of this internal stuff that matters a lot, I feel like we can really hit a stride and fucking get going.

Yeah. Well, when you say not too crazy, what exactly do you mean? I feel like...

Hear me out, hear me out. Hear me out. That's a very thin line. It could also mean: do we want to offer services—some shit services for cheap—or do we want to offer some premium services? You know, I know we want to stay open, but I think we also have to keep in mind what type of work we want to be doing and what type of clients we want to.

I totally understand that, but I do take into consideration that anything that has to do with outreach is more for the creation of volume and not for the creation of quality. When I say quality, I'm not saying that we're going to do shit work. I'm saying that what we're looking to do here is get like twenty people that are women to pay us fifteen hundred dollars for a landing page. Like, we're not trying to sell a website at twenty-five thousand dollars, you know what I'm saying? Offer a service that you deem a great service.

I'm just saying that because the idea is to have simple...

Oh, for sure, for sure. So when I mean keep it simple, I'm not saying don't get clients. You need to do something that is easily repeatable so you're not drowning in work, you know what I'm saying? So ideally, right, we have like ten clients.

How sure are you that you can manage ten clients for branding a website right now?

We could definitely manage it. It just depends on the timeline we promise. We also have—I have some resources to outsource from. Managing that much doesn't really worry me. What worries me is that we focus on the cheap work, on the fast work, and we just end up falling into that trap that's hard to get out of, you know? Because I understand that we want to solve problems, and I do agree with it. Volume is what's going to bring us numbers. But I think that as we work, word of mouth might help extend our reach and help keep the flywheel moving. My thinking is that if we want word of mouth to play in our favor, you know, cheap, fast work isn't going to do that. They're just going to be the people who solve...

Like, yeah, como un resuelva. I don't know how to say that.

I don't think that these things are like mutually exclusive.

No, they're not. They're not mutually exclusive.

Well, yeah, you said I don't think they are.

Yeah, that's right. Because basically what you're saying is like, ah, just because we're doing this—let's say we're selling a product brand kit for a thousand dollars and we're doing a landing page for fifteen hundred. Basically what you're saying is like the work is going to be shit just because that's what they're paying for it. It's gonna be shit, pero... It's not gonna be the same size. It's not a premium product at the end of the day. And I know we're not looking to sell fucking brand kits that go for ten k or websites that go for like twenty k, but my God, at least when it comes to the design work, good design costs money and good design takes time. Even if you are a fairly quick designer, there's a lot of process that goes before you even touch the design.

I want you to understand something, but we've always kind of had this discussion. And while I do agree with you, you also have to take into consideration that we're six months in and only have like six clients. There's a big factor that comes into play: no big company is going to give us a fat check for premium quality work if we have absolutely nothing to show for. So even if that means—that's exactly...

Ah, sweaty, sweaty. Even if that means that we have to pick up twenty clients that show that we did a great job on...

Oh no way! It works, it works.

See? Oh, that's fire.

Hello? Hello? What the fuck is going on? Hello, hello, hello? Hello. Okay, I think that it's also like important for you to like... so think about this real quick. Like, who do you think makes more money? The people that cater to the average person or the people that cater specifically to the ultra-premium elite? Like, it's like saying, like, what do you think sells more? Like a fucking retail mattress store or Tempur-Pedic? Obviously the retail mattress is going to sell more because there's a bigger market size for it.

I understand your worry about, you know, we want to have a premium product and we will have a premium product because that's what pricing tiers are for. But we need to be able to offer something that can create consistent revenue. Because if we're selling at a really high price with nothing to show for, then no one is going to buy our product. So we need to establish—like, to get them to buy into this premium product, they're going to ask us how many brands we've worked with. Think about how that would go on a sales call. Like, let's say I'm on a sales call talking to someone. At the end of the day, our initial market base—the first set of clients we've had—have been individual real estate brokers, right? We can't sell a premium product to an individual real estate broker unless they're making hundreds of thousands of dollars a year.

**System Audio:**
So what do you mean—just like get this going? I feel like the only thing that's holding us back from sending over a second service agreement is that we just haven't turned in the 10-step plan thing. But you already made that file, didn't you? Yeah, I get it. It exists. It's just a matter of integrating it into automation for his ads.

So how would this look? Also, it's a 14-step cadence, but there's the cadence for the hot, the warm, and the nurture. Okay, that's taken into consideration.

I wanted to check about Sarah's main thing. These are simple guys. His main thing was just that he wants to be able to input any lead manually, and it automatically gets adopted into this email sequence. That's how it would work.

I feel like that's solid. I would say we're probably prior to even considering going into another engagement. So I would say just save that question for that meeting and we can tell them this is what it's going to cost us. Let us know and it's already settled.

All right, so that's one point of conversation, but it seems to me like you pretty much just have that going on, and I think we should resume the conversation about the website and our external marketing efforts and our internal marketing efforts. I have a worry that a luxury collection is all good. We did have a little bit of a freak out last week because we weren't sure if we were going to retain the client or whatnot. But everything is good and safe, at least for the next month. We don't know up to what point that's going to last us.

I was talking to Miguel, and I mentioned it to you as well, Cam, that we really need to step up our internal marketing game and start getting our faces out there and start talking about what we do, because we need to start generating leads and converting clients outside of our sphere of influence. Realistically, there's only so far I can go. I'm already starting to exhaust my media sphere of influence. It's gotten us this far, but we need something that can consistently keep bringing new clients, and we need a system to retain the clients we have.

I was talking about this with Miguel, and we came to the realization that we can start doing content to get leads and get people in while we actually make the website. That's something we're going to actively talk about setting up. If you could help as well with what we've spoken about—scraping for leads, basically scraping for different leads, people that we can target just in case—because we can get a couple of landing pages made for $1,500 or something like that. That's huge—10 of those is $15k off the rip. I bet this would be fantastic.

Yeah, that would be nice. Actually, now that I mention it, I did see something that caught my eye. The flow invoice creation routine completed.

So what we're starting to do with all the service agreements is that they pay us every 15th of every month, so the idea should be that we can cycle this—every 14th, I need all the invoices for this month—or just automate those. Right. I figured that's a simple way of getting everyone's invoices out on time and consistently.

Thank you. Does that take into account organic content as well? Are you sure this doesn't breach the OS?

We are onboarding RP Advisors tomorrow, which would be cool if we had a similar artifact to the one you created for in-person. This one should be pretty simple. The thing is, I'm not sure if they even have social media. So that's something we'll talk about tomorrow. Just build the asset like the one they have and leave a note. If they don't have it, we'll help you create it.

Miguel, did you get that number of videos we have? In total, we have 37 minus six because of the ads. I put it in the tracker we made—that small table. I also added the two reels we reshot. So we're technically missing five full-fledged reels. We could get that done in a session and get ahead.

Okay, that's perfect. I put it in the tracker. You can see it if you want. I have the number here for us just in case. Last month we shot four in the new apartments and eight from the podcast-style videos. So we're catching up. Also, I need to talk with GG because there's some edits that are missing—not all videos are delivered. That's how much we shot.

I'm gonna be in that meeting tomorrow. That's 1 p.m. I'll check it out. I know it's 1 p.m. there, Tony. Are you gonna be in that meeting, Cam?

I like content ideas. For us or for them? Yeah. They created it. I like that, honestly.

I like that. It would be cool to get you in to do some of the conference, you know?

Yeah, I think you can fucking record yourself with your phone, too. For reals, bro, you just need good natural lighting and that's it. Like, you don't need a fancy angle or a fancy camera. You just get some good enough light and that's it. That's all you need. That makes it look clean enough, you know?

And I think—I don't know why I'm stuck on this idea of making reels in Cantonese with Spanish or English subtitles and we just make it super Puerto Rican, but my voice is translated to Cantonese. I don't know, I think that shit would slap, bro. I'm not sure what it is. You can actually get it. We'll be right back. Black cold breath in the game. It's time to listen to the attention of the day. That's what I'm saying. Guys, but I have to leave. I agree.

Yeah, we're the freaks. Okay, is this for the kickoff meeting? Yeah, but we don't need to make it our pitch. It's just like, you know, it's our representation.

Yeah, exactly, exactly. I was asked to figure out LinkedIn marketing. I have no idea how to use the LinkedIn ads platform. I've never used it. What do you need? It'll probably be straightforward. You have to be following the page in order to be an admin. You're the one in charge. It's the fucking partner of the company. Search up Louis.

Thank you. You have admin privileges, and I have a question. How would we offer marketing services for people who are outside Puerto Rico? We're offering services and websites.

Well, we could offer scripting. That's kind of like the pitch I showed you the other day. That's what she does—she doesn't film anything. She offers scripting and editing, so they record it and then the editors just take it and you can charge accordingly.

Yeah, okay. So just an FYI, I don't know if you know this, but me and Luis haven't been quoting the same prices on websites. We've been saying "oh, we're going to quote it based on your needs," you know? Because based off our past experiences, just saying $500 or even $1,000 is cutting it way too low because it might be something super simple that we can just generate, but we already know it's more than that.

Okay, we went through it with FL, and when I was at that other place, I would give like a basic landing page price. You know, I would charge like maybe $1,500 for a basic landing page, and if they want anything else, then that's out of scope.

Yeah, that's a good point. So I think we could generate most of it. I think the effort is gonna go most into, like, the de-scoping, you know? Like, pero ya.

Yeah, so you see us making like small ad audits for them?

Mm-hmm, so basically like an audit. I like that. I honestly like that a lot. And I think, you know, if we could have that level of outbound going out weekly, I don't see why we couldn't retain at least a couple of clients.

Yeah, yeah. I think really what we should start doing is like, maybe establish a brand kit and website and like package that up. Maybe create an ads package as well, you know? Kind of like in the way that you were mentioning—they record the content, we edit it, we create the campaigns, handle the onboarding, all that good stuff. And because that one's month to month, I would like to invest in that one—like the website and the brand for sure. That should be our highest effort, I think. I would love to have more branding and website projects because I like them, but content is what gives us money, yeah, to run.

In that case, it would be less effort because we're really just in charge of, like, maybe editing three videos a month for them, running those three campaigns, and boom—they're paying us like $1,500 for it.

Then I would say we should start off with those two packages as our primary output. And then locally, we should do the content. And, you know, maybe that also—cause that's something I was telling Miguel too. One of the problems is that since everything has been through word-of-mouth, people reaching out to me because they know I'm doing it or that we're doing this, it's harder to dictate a price, right? While if we advertise ourselves as a company that does this and establish the price, then the people that hit us up are gonna be hot, warm leads that already know what we're charging and will be more likely to spend that money, right? So I think that's also a big point.

Yeah, yeah, yeah, you should probably try to data scrape and get emails if at all possible. But I don't mind cold calling.

Yeah, I mean, I would definitely not mind paying for that. It's just—I would be very careful about how much we're spending. Like, if we're spending $200 a month on that, that's fine. If we're spending a thousand, that's not okay, you know?

Yeah, mm-hmm. And then something to take into consideration: if we get one client outside of Puerto Rico, we can export our services. They have a really good tax incentive plan where we'd only pay 4% taxes. So, yeah, that's definitely something. That's why I would like to get at least a couple of clients outside of Puerto Rico, because that would be very, very beneficial for us.

Yeah.

I would also hit local for sure because I think with local, I have a little bit more leeway into selling them more services. I think we should start off with those two packages—branding and website, and then ads and editing. And then the content stuff, leave it more local.

And then we have to work on the AI branch, like the bot and all that. So that's four different sources of revenue—four different services or products that we can offer. We can start putting stuff out and get our name going.

Second off, Miguel, I think in terms of branding and the website, I feel like you should just make the package and we should sit down together and make the package for ads and editing.

You mean like find the package?

Yeah, definitely, exactly.

Because what I'd like to do is get these packages good and ready so that we can actually start doing outbound marketing. And then once we test it out and see where we're at, Cam, you just need to help us refine these leads a little bit better. That way we can find leads for websites, find leads for ads, and start doing that actively because there's a world of potential clients that we're not tapped into.

But yeah, so I'll take the ads and editing stuff since that's where I've been navigating. And maybe you should probably do the branding and website stuff. I'd say try to keep it simple—don't go crazy with the price and the deliverables. Try to make it repeatable. Like two logos with two revisions each, or choose one logo and get two revisions after that. That type of stuff.

Keep it pretty simple. And then always have space for more. Like if someone wants additional stuff—whether it's an a la carte menu or something else—always leave that option available.

Yeah, I think that would be a solid place to start with when expanding into different territories. Because like I said, we have a sphere of influence that's kind of being exhausted right now. We want to start looking at other ways we can expand our revenue. If we've managed to get around $10,000 a month from talking to people we know, imagine what we could do if we're hitting thousands of people a week.

And yeah, so I think for Friday, we should have these packages done, find those leads, and share that content. That way next week we can be actionable and actually maybe send our first emails, trying to get these new leads going and potentially recording the first session of content we do for ourselves. Does that sound good to everybody?

I like this. I think we're long overdue. And I have a feeling we don't know how good this is going to be until we actually just start doing it. We've been super consumed, at least here in Puerto Rico. I know you're dealing with a bunch of stuff over there, Cam. But we were so consumed with our clients that we just haven't had time to sit down and plan this stuff out. Now that we have an editor and Miguel can effectively delegate a lot of his work and has more time to focus on the internal stuff that matters, I feel like we can really hit a stride and get going.

One question: when you say "not too crazy," what exactly do you mean? I feel like that's a very thin line. Are we offering some cheap services or premium services? I know we want to stay open, but I think we also have to keep in mind what type of work we want to be doing and what type of clients we want to attract.

I totally understand that, but I do take into consideration that anything to do with mass outreach is more for the creation of volume, not quality. When I mean quality, I'm not saying we're going to do bad work. I'm saying that what we're looking to do is get 20 people who are willing to pay us $1,500 for a landing page. We're not trying to sell a website at $25,000, you know what I'm saying?

Oh, for sure, for sure. So when I mean "keep it simple," I'm just saying that because the idea is to have clients, you need to do something that's easily repeatable so you're not drowning in work. You know what I'm saying?

So ideally, we have like 10 clients. How sure are you that you can manage 10 clients for branding and website right now?

We could definitely manage it. It just depends on the timeline we promise. We also have resources to outsource from, so managing that much doesn't really worry me. What worries me is that we focus on the cheap work, on the fast work, and we just end up falling in that trap that's hard to get out of. I understand we want to sell volume and I do agree with it. Volume is what's going to bring us numbers. But I think that as we work and produce, we have to keep quality in mind. If we want word of mouth to play in our favor, cheap fast work isn't going to do that. We're just going to be the people who solve quick problems. I don't think you can have both—volume and quality. They're not mutually inclusive.

That's exactly where my head is at. If we want word of mouth to play in our favor, cheap fast work isn't going to get us there.

No, they're not. They're not mutually exclusive. Yeah, I affect that. Because basically what you're saying is just because we're doing this—let's say we're selling a brand kit for $1,000 and we're doing a landing page for fifteen hundred dollars—like basically what you're saying is like the work is going to be just because that's what, that's not, that's gonna be, but... So it's not gonna be the same time. It's not a premium product at the end of the day. And I know we're not looking to sell fucking brand kits that go for 10k or websites that go for like 20k. But I don't know how you say this, but at least when it comes to design work, design costs money and good design takes time. Even if you are a fairly quick designer, there's a lot of the process that goes before you even touch a design person.

I want you to understand something. Like we've always kind of had this discussion. And while I do agree with you, like you also have to take into consideration that we're six months in and only have like six clients. Like there's a big factor that comes into play—that no big company is going to give us a fucking fat check for premium quality work if we have absolutely nothing to show for. So even if that means that we have to pick up 20 clients that show that we did a great job on you've...

He froze.

I think that it's also like important for you to, like, so so think about this real quick. Like who do you think makes more money—the people that cater to the average person or the people that cater specifically to the ultra premium elite? Like it's like it's like saying—like what do you think sells more: like a fucking retail mattress store or Tempur-Pedic? Like obviously the retail mattress is going to sell more because there's a bigger market size for it.

I understand your worry about, like, you know, we want to have a premium product and we will have a premium product because that's what pricing tiers are for. But we need to be able to offer something that can create consistent revenue because if we're selling at a really high price with nothing to show for, then no one is going to buy our product. So we need to, one, establish like... Okay, like think about how this would go like on a sales call, right? So like, let's say I'm talking to someone with our initial market base, the first sample size of clients that we've had, then individual real estate brokers, right? We can't sell a premium product to an agent individual real estate broker unless they're making hundreds of thousands of dollars a year.

# Transcript: 2026-08-03

> 1 time blocks from 2:15 PM to 3:19 PM

---

### Work planning and strategy discussion
**2:15 PM - 3:19 PM PDT** | *meeting*

**Microphone:**
Here we go, here we go. Where did I hide it? Oh, it's right here. Okay.

So this is a little artifact I put together, sort of just walking through what's done, what's set up, and what we're waiting on. As you saw, today I had the 14-email sequence fired off. I had it run on an expedited time, so instead of a month, it ran in 39 minutes. That's all proportional. But it works as expected, and what I was essentially able to test is, assuming we get the Lofty smart plan set up to trigger the zap in Zapier — oh, that's one of the payments I need to set up. Once triggering the zap, it kicks off the nurture sequence, which is basically the same as adding a tag in Lofty, which kicks off the smart plan. And then they're added into the sequence. I tested the scoring functionality. So when they click on the emails, their score increases. If they unsubscribe, they're obviously opted out. And there's a handful of engagement metrics that we sort of watch for and use to bump or decrease the score. All of that will be tracked and stored in our database.

We should have the form live here. And as Seba had requested, you can see the questions here now on mobile, so you don't have to scroll down. Okay. And then beyond that, there's a bunch of duplicate protection to prevent us spamming the users. Resend setup, there's some Gmail auth stuff.

So what are you missing to just get this going? I feel like the only thing that's holding us back from sending him over a second service agreement is that we just haven't turned this and the 10-step plan thing on. Yeah, and you already made that file, didn't you? The 10-step plan? Didn't you work that out with him? Yeah, yeah, yeah. And again, it exists. It's just a matter of integrating it into automation for his ads. So basically we just need to turn on the smart plan in Lofty and then it's set up. We're just waiting on that. And then to satisfy curiosity on the Lofty side.

So how would this look? Also, it's a 14-step cadence, but there's like the cadence for the hot, the warm, and the nurture. Yeah, that's all shown here where these are different — like this is hot from here to here, and this is warm. And depending on the score, they'd be receiving it at different cadences.

Okay cool, and then I just wanted to check — so Seba's main thing is he's a simple guy. His main thing was just kind of like, I want to be able to input any lead in manually and it automatically gets adopted into the nurture sequence. That's how it would work, yeah. So basically I've written some instructions for him, but all he needs to do is add the lead in Lofty. That happens automatically when someone submits their info on the site. But if he were to add it manually, all he would need to do is add the flow nurture sequence tag and they're automatically added to the nurture sequence. And that's what kicks off the smart plan. And that's like the one dependency we have to basically set this up — once the smart plan is enabled, then he'll be able to just add the lead, select the tag, and they're in the sequence.

Okay, cool. So for a simple guy, it's a pretty simple process. I feel like that's solid. I feel like as long as you can go from point A to point B without minimal friction, that's set up. But I've already basically done that, simulated, so I feel pretty confident that it's gonna be smooth.

And then there's the question about enabling the newsletter stuff and making sure we do that. I've got a draft for that, and the plan would be to start doing that on a weekly cadence on Mondays. So I can set up the first one and we'll just plan on having that set up.

And there's one thing I wasn't sure about that we didn't really ever set up, and Seba didn't really press us on it, so I didn't go ahead and make it a whole thing getting it set up. But we built the voicemail stuff, you know? And it just never came up when we were accepting the website. Obviously it's already wired up and all I really need to do is enable it, but it's going to require a meeting prior to even considering going into another engagement. So I would say just save it. It would be a cost to Seba. I would say we're probably going to have it good to go, it's just not worth putting a card down yet.

Okay, sweet. Yeah, and then there's some Twilio business there. We have that question for that meeting, and we can just tell them this is what it's going to cost us. Let us know, it's already set up. That'll all be part of that conversation. And we have most of that information already, to my understanding.

Let me just confirm we've got that email down here. It's not really an address. Anyways, we'll look at that for sure. But yeah, so that's everything there. And like I said, it's been tested to fucking ever-loving shit. I threw thousands of dollars of inference at this. So I feel pretty good about it.

And then what else here? I mean, that's sort of it on Seba as far as I recall and understand. So yeah, let me know if you hear back from him. You can just ping me. I'll kick it off as soon as I hear from you so that we can get in. And I'll be able to log in and then I'll have the smart plan set up.

So that's one point of conversation, but it seems to me like you pretty much just have it taken care of. We just need access to Lofty. I think we should once again kind of resume the conversation about the website and just our external market. I have a worry that luxury collection is all good — we did kind of have a lot of work. But I think it's a lot of work.

Little bit of a freak out last week because obviously we weren't sure if we were going to retain the client or whatnot. I wasn't entirely sure what was going to happen, but everything is good and safe, at least for the next month. We don't know up to what point that's going to last us.

So yeah, I was talking to Miguel and I mentioned it to you as well, Pam, that we really need to step up our internal marketing game and start getting our faces out there, start talking about what we do. We need to start generating leads and converting clients outside our sphere of influence because realistically, Visual needs — like how far I can go — I have to be honest, I feel like I'm already starting to exhaust my immediate sphere of influence. It's gotten us this far, but we need something that can consistently keep bringing new clients in, and we need the system to also retain the clients that we have.

So yeah, I was talking about this with Miguel about obviously getting the website started, but we kind of came to the realization that we can start doing content for us to just start getting leads, start getting people in while we actually make the website. So that's probably something that we're gonna try to be doing — just actively talking about it and setting up the facility.

Obviously, you can help as well with what we've spoken about at the beginning, just kind of scraping for different leads, people that we can reach out to. You know, a couple of "make this website for $1,500" or "this landing page for $1,500" — that's easy. Like 10 of those, that's $15,000 right off the rip. That type of shit would be fantastic.

Okay, so just on that thread there, I think a really quick and easy win — and it should probably be for this intro web design package that we had always discussed, like you're saying right now. Weeks ago, I got 8,000 leads. So we have 8,000 leads to message. We could probably do tranches of 500 to 1,000. I've got Resend, which we have for our clients, and we'll be able to send thousands and thousands of emails. And we have things set up now so that we can have Claude literally answering our emails for us, letting us know when there's a hot lead that's responding to one of our emails.

A lot of the work that I did this weekend was basically tooling up our shared Flow Systems Claude so that we can use it in this remote environment. I created a couple of things here that I shared while I was at the airport. This is gonna be like a shared artifact for our agents working in the cloud. It's able to deploy to Cloudflare and they basically spin up new websites for us, do work, create internal and external client docs. It can do stuff like what I did for Imprende Luis where we put together that doc. We can just start doing that automatically without us even thinking about it. Once we're going to have a scanner on email on a daily basis, if it sees that we sent an invoice or someone signed a service agreement, it can just go and do that shit automatically. We don't even have to ask.

Yeah, actually, now that you mentioned that, I did see something that caught my eye — the live ad metrics pipeline and the Flow invoice creation routine completed.

So as we discussed, we'll be able to basically create — this was for Imprende here, which I did not create, or I put $1,500 a month. I wasn't sure if that was correct. But yeah, basically this chat right here, which I pinned, you just type in the name of the client and the amount of the client. It kicks off like a routine because what I'm starting to do is have all the service agreements go out every 15th of every month. So the idea should be that we can cycle this — like every 14th, "I need all the invoices for this month" — or it just automatically gets all those made, right?

So let's — I figured that would just be getting everyone's invoices out on time and consistent. I can change it so it'll run on the 14th. We can also run it at will, and I'll have it run just now. We can do the July 15th retroactively or do August 15th in advance and be good to go in its current state. So we'll just add that schedule here shortly. This stuff, we could just take a look, make sure everything looks good, make sure we don't want to make any additional edits. But as far as I understand it, it's basically the monthly client reports, which I'm going to have it generating the analytics for ads, whatever campaigns we're running, etc.

And that reminds me — does that take into account organic content as well? So that's what we'll have to wire all that up. But once we have that app that we had signed up for — developer group... no, that's not right. What the fuck. Anyways, it's somewhere here. You might have added me on my personal or something. Frankly, I'm not exactly sure. Yeah, because we were joking about this verification process on Thursday last week or something.

Okay, 201, 762. But yeah, we'll do the same for Google for any of our clients. And anything that we can't get to via API, I'm just gonna have an agent go use the Chrome extension and literally grab it manually.

Are you sure that this doesn't breach TOS? Having an agent communicate?

Control on my behalf to go get numbers. Yeah, I'm positive. There's nothing shady about it. If it was like scrolling on socials and going through and liking shit and commenting, that would get into shady territory, but acting in an administrative capacity, there's no issues. They also have MCPs that enable the same functionality.

But here, let's take a look. I'll revisit what our message is. This should be in progress. We'll have to figure out exactly how to get that sorted. We'll want some sort of shared Facebook page as well to help us run meta ads for ourselves, which is obviously one of our goals. And we'll need to do something similar, which I believe we've already sort of set up here, or at least begun the process of setting up. But all of that should be fairly straightforward. Nothing out of left field or anything that I would expect to be too difficult.

So yeah, I'll basically go finish the monthly report routine so that we have access to that. We could do it at the end of the month or at the beginning of the month. And then we also have some weekly cadence stuff too if we want. Cool.

And then we are onboarding RP Advice tomorrow, which would be cool if we had a similar artifact to the one you've written for — yeah, let's do that right now, I'll kick it off. This one should be pretty simple. The thing is, I'm not sure if they have a social media presence, so that's something that we'll talk about tomorrow. Just build their assets that they did and leave a brief. Google Drive to identify any relevant resources.

Miguel, did you get the number of videos we have? Let's see. Okay, in total we have 37, minus six because of the ads, and I put it in the tracker we made, like that small table. I also added the two reels we reshot. Okay, so we're technically missing five full-fledged reels. Yeah, I think we could get that done in a session and get ahead of what's to come.

Okay, that's perfect. I'll just put it in the tracker. You can see it if you want. I have the number here for us just in case. Because last month we shot like four in the new apartments and eight from the podcast style videos. Okay, perfect.

Okay, sweet. So we're catching up. Also, I need to talk with GG because there's some edits that are missing — not all videos are delivered, but that's how much we've shot. They're doing our accounting too, right? Okay, cool. Yeah, I'm gonna need that. Alright, so let's work on RP here because my fucking tax situation is fucked. I'm glad it's not just me.

Okay, cool. What else? If you want to be in that meeting tomorrow — I do. What time is that? Let me look at the calendar. That's 1pm. Okay, I mean, I should be able to do that, but let's just play it by ear. That's 1pm my time. Oh, okay, so then that's earlier, which might actually work better for me given my morning.

Are you going to be in that meeting, Luis? Can you? Well, I'm saying I would like to be, but I just don't know how fucked my morning's gonna be. If it's not though, and I assume it won't be, I should be able to make it.

Let's see here. And then, yeah, I've got some ideas for content, guys. I'm going to try and flesh out some thoughts.

Oh, I like that. Content ideas for what? For us? Yeah, for us. Just like flexing. I just want to flex on the haters, man. Hell yeah. I like that.

I do kind of like the idea that we're all unemployed because we let AI take our jobs. But I think there's a couple interesting things that we might be able to do. I mean, we're able to do stuff that I think people — I'm still realizing — they don't even know the half of it, like what people are capable of doing now. And if we can convey it in a way that shows like, hey, you come fuck with us, this could be you too, I think it could be really compelling across the sorts of channels that we would target.

Well, I like that, honestly. It would be cool to get you in to do some of the content, you know? If you'd be down to. Yeah, no, I would love to. So I mean, I definitely assume that we'll plan a trip for me down to PR. We could do some shit together in person.

I guess you can record yourself with your phone too. Honestly, for real, bro, you just need good natural lighting and that's it. You don't need a fancy angle, you don't need a fancy camera. You just get some good enough light and that's all you need. That makes it look clean enough, you know?

No, totally. And I'll probably just look to you guys for advice and input and feedback on whatever we end up creating. And I think we could probably do some multi-person stuff where we're all sort of filming some things, like meet the team type stuff.

I have this — I don't know why I'm stuck on this idea — of making reels in Cantonese with Spanish or English subtitles. We just make it super Puerto Rican but my voice is translated to Cantonese. I don't know, I think that shit would slap, bro.

I don't know Cantonese, unfortunately. No, no, no. I saw this meme recently, it's like an intro for a show, but I kind of like the idea of some sort of thing like that. Anyways, I'm planting seeds in your minds. Dumb shit.

I mean, I think dumb shit kind of goes a long way on reels and stuff. That's what I'm saying, guys. But it has to be on brand.

I understand, and that's what I'm more just trying to do — give us concepts and ideas that we start to play around with and explore. Because vanilla content's not going to get us far. I agree. But yeah, I also agree that we're probably going to be dancing this fine line between tasteful and potentially epic. I'll reel the freaks in. Control freak. Anyways, okay, cool, whatever.

Okay, so yeah, I'm gonna go make sure I find that shit again. Here we go. Those leads here. Let me see. We have like 8K leads somewhere. There we go. Okay, what's it creating for us? Okay, let's see how this looks. RP Advisors. Okay. Yeah, I'll send it to you. Yeah, but we don't need to make it RP-style. It's just like — yeah, you know? It's our presentation. I don't fucking understand this shit. What is this? Wait. This is like for the kickoff meeting tomorrow.

In the Aguomo there. You're right, you're right. Yeah, I think there's probably going to be some appropriate times to do that, but yeah, I think you're right.

Exactly, exactly. Yeah, but this all looks good. I'll have it sort of like fact-check everything, make sure things are all right. I'm assuming I did some pretty good research here to figure out where we need to get things sorted.

Oh, we have to figure out LinkedIn marketing. I have no idea how to fucking use the LinkedIn ads platform. I've never used it. Let's make sure — what do you need? Like, you need my LinkedIn? Or can you make me an admin on Flow Systems or something? Yeah. Because then I can take a look and see what it thinks that's going to require and how much work it's going to be. But honestly, I have this weird feeling that it's gonna be easier than fucking Meta and Google. It'll probably be straightforward. It's just the vibe I get. I haven't heard anything really awful about LinkedIn marketing, except for people that have to consume the ads, because everyone hates LinkedIn ads. But yeah, I just have a hard time imagining that the campaigns are going to be super difficult. So anyways, nonetheless.

Okay, so going through, let me check. Oh, we already got our piece set up. And then yeah, Miguel, let's focus on the site and stuff first, but I'm probably gonna have — dude, you have to be following the page in order to... I'm not following this, I can't — what the fuck? You're the one hater. It's the fucking partner. I'm the fucking worst, guys.

Wait, gang. Gang. Search up Luis. I just saw it. There we go. There it is. These are the ghosts. These are the ghosts right here. Okay. Cool.

Anyways, I'll create a little artifact for us. I'll have to do some research, have to figure out how we should dip our toes into LinkedIn ads and how a holistic campaign portfolio across Meta, Google, and LinkedIn ads should look for us, and where we should probably focus our efforts and our dollars.

I am sort of of the opinion that we'll actually probably see some pretty good results just establishing our presence online and doing a little bit of organic stuff, you know — just starting to comment in places where people that we would be targeting would see us, and making sure our posts are starting to get grouped algorithmically with the thought leaders in our space and the businesses we're competing with or complementary to. But frankly, I think there's just a little bit more research that I personally need to do before I have any strong opinions there. And I usually defer to your guys' judgment on a lot of that stuff. But nonetheless, I will do some additional research there.

What the fuck was that noise? Okay, yeah, and then I'll figure out what the fuck's going on with the apps. That shit doesn't make any sense to me. I'm sure there's something I'm doing wrong.

Okay, hooray. So we've got 8,229 businesses. Let's see, we've got their phone numbers. I'm sure I can run these through a database and for a couple bucks get us their emails. Let's see if I was able to find any. Sure, I could also get their support emails from their sites. But I mean, I believe that these are all over the Southeast United States. New Orleans. Let's see what's going on here. No website. Okay, cool.

Anyways, yeah, so it gathered us information about what businesses would be good to target — who's missing a website, who has a website that's shitty, who doesn't have an established social media presence that we can sort of help with their digital marketing, et cetera.

I have a question there. How would we offer marketing services for people who are in the mainland? We're not — we're offering Grand Pits and websites.

All right, yeah, and we could offer scripting. That's kind of like the page that I showed you the other day. That's what she does — she doesn't film anything, she offers scripting and editing. Yeah, so they record it and then the editors just take it. Yeah, I also know people that just run ads, and they are responsible for creating the content and they just have to pass the creatives to their agency or whatever and they run ads for them.

But I think for the sake of ease, and we know this is our lowest friction package, the website stuff is just a great entry point. If someone goes for that, we know we have a pathway into expanding because we know that if they didn't have a website or they had an unestablished digital presence, then we have sort of a way to hook ourselves in and offer more of our services as we prove our worth and gain their trust.

Just FYI, I don't know if you know this, but me and Luis haven't been saying prices on websites. We've been saying like...

Oh, we're gonna quote it based on your needs, because based off past experiences, just saying 500 bucks or even a thousand is cutting it way too low. It might be something super simple that we can just generate, but we already know — we went through it with FL and Bueno — so I would give like a basic landing page price. I would charge maybe like $1,500 for a basic landing page, and if they want anything else, then that's out of scope.

Yeah, I'm thinking our email says "starting at 1.5, get your digital presence." That's good. Okay, so I think we could generate most of it. I think the effort is going to go mostly into, how do you say it, de-slapping it, you know? But yeah, frankly, it's not awful either. I bet it serves their purposes in a lot of cases. So we'll want to be conscious of that.

I'll probably have some agents expend some effort looking through the leads and figuring out where we see gaps, or where we see someone that could definitely benefit from our services. Maybe even have it identify a couple issues with their website. Say, "Hey, here's —" So like a small audit for them, particularly offering them something of value without them even having to contact us or reach out to us. Like, "Here, we saw your website, we thought your business was interesting."

So basically like an audit. Yeah, I honestly like that a lot — surfacing a market that we were trying to advertise our services in, and we noticed these couple of things, and we thought with a couple of changes we could help. And I think if we could have that level of outbound going out weekly, I don't see why we couldn't retain at least a couple clients.

I totally agree. See, this slide's kind of good too. The fact that these were found via Google Places suggests that they went through the effort of setting up their Google business profile. So frankly, HVAC, which was a big target in this, might not be the best business for us. But there's so much data here that it's just going to require some research.

Oh, the car dealerships would be interesting here. But yeah, nonetheless, there's a lot for us to work with and we can certainly expand our search and take our learnings. Law firms would also be interesting — we know they got money. They're actually probably really heavy word of mouth though. So yeah, a lot of interesting stuff here. This is basically the first time I even looked through this data, so I'm kind of excited to see all this potential information and signal.

I'll continue expanding our search. There might be some different niches and industries that I sort of overlooked that might be even better suited for our services or for our outbound. But as you said, there's nothing stopping us. Let's start kicking the wheels off. I'll make sure that this is all available in our repo so that our flow system agent can access it and start working on this stuff for us and report to all of us.

Yeah, I think what we should really start doing is maybe establish a kit — like a brand kit and website — and package that up. Maybe create an ads package as well, kind of in the way that you were mentioning, where they record the content, we create the campaigns, handle the onboarding, all that good stuff. Because that one's month to month, pretty much.

I would go in on the website and the brand for sure — that should be our highest effort. I would love to have more branding and website projects because I like them, but our content is what gives us money, you know?

Yeah, and in that case it would be more or less effort, because we're really just more in charge of maybe editing three videos a month for them, running those three campaigns, and boom, they're paying us like a thousand, $1,500 for it. Then I would say we should start off in terms of outbound with those two packages. And then locally, we should do the content.

And maybe that also — because that's something I was telling Go — I think one of the problems is that since everything has been through sphere of influence and people reaching out to me because they know I'm doing this, that we're doing this, and me reaching out to people and kind of squirming my way into a deal, it's harder to dictate a price. While if we are advertising ourselves as a company that does this and we establish the price, then the people that hit us up are going to be hot, warm leads that already know what we're charging and will be more likely to spend that money. So I think that's also a big point.

We're finding a lot of real estate firms in Puerto Rico without websites, which is good. Yeah, do that if you can. I mean, right here — oh, we've got an email right here. Okay, so that's potentially good. I'll throw that in here.

Yeah, but anyway, I'd probably try to data scrape and get emails if at all possible, but I don't mind the cold call. Yeah, I mean Luis, I'll tell you, I think we're going to have trouble not paying for emails. I don't think it's expensive though — you're looking at like 10 to 50 cents per lead. You put in their phone number and their website and you can get emails back usually.

I'll do what I can to get it for free. I mean, obviously we just found one right here, so there's things that we can do. I wouldn't mind paying for that, it's just like I would be very careful about how much we'd be spending. If we're spending 200 bucks a month on that, that's fine. If we're spending a thousand, that's not okay.

We would definitely not do anything unfettered. What I would do is have agents go through this list and start sorting and organizing stuff based on what additional information they could find online, constrained. It would have to be controlled by us. What sort of qualities are we trying to target? And then if we find, like, of the 500, let's say 500 are really, really good, we go through and say okay, let's try and enrich the contacts of the first 100 of those 500. And then that's probably like 20, 30 bucks or something.

Something to take into consideration is that if we get one client out of Puerto Rico, we can solicit for exportation of services. They have a really good tax incentive over here where we'd only pay four percent taxes. So yeah, that's definitely something — that's why I would like to get at least a couple of clients outside of Puerto Rico, because that would be very, very beneficial for us.

All right, sweet. Well, that is the bulk of what we've got to cover. So yeah, guys, I'll be right back.

I would also hit local for sure, because I think local, like, I have a little bit more leeway into selling them broader services. But I think we should start off with those two packages — like branding and website, and then ads, like editing and ads — and then like the content stuff, even more local. And then we have to work on the AI branch, like the bot and all of that. So that's four different sources of revenue, like four different services or products that we can offer.

Yeah, and I think if we make a real killing off those initial packages, then we buy ourselves all the cushion and leeway we need and the resources that we need to really build that shit out and do it right. Not that I'm saying that's what's keeping us from doing it, it's just like, we're obviously a little hamstrung given how small the team is.

And more as time goes on, I mean, I'm also beginning to feel that what I'm creating for us currently in Claude with this remote stuff might be sort of an unlock for a really cheap bot that functions very similarly to what we were trying to build for Eduardo in the first place.

We don't have the website yet, but that's fine. We can start putting stuff out and get our name going.

Second off, Miguel, I think in terms of the branding and the website, I feel like you should just make the package and we should kind of take this as homework. I'll sit down, I'll make the package for the ads, the editing and all that stuff.

You mean like defining the package?

Yeah, definitely. Exactly, exactly. Because what I'd like to do then is get these packages good and ready so that way we can actually start doing outbound marketing. And then once we do that, we're gonna test it out and see where we can find leads for websites, we can find leads for ads, and just start doing that actively. And then Cam, you just need to help us find these leads a little bit better, because there's a fucking world of potential clients that we're not tapped into.

Yeah, I can take the ads, editing stuff. That's kind of where I've been navigating. And then maybe you should probably do the branding and the website stuff. I'd say try to keep it simple and don't go crazy with the price and the deliverables. Try and make it like, you will make two logos, two revisions, and then after choosing one you get two more chances. That type of stuff. Keep it pretty simple, and then always have space for if you want more stuff, whether it be an a la carte menu or just something — always leave that option available. I'd do the same.

But yeah, I think that would be a solid place to start off with, actually expanding into different territories. Because like I said, our sphere of influence is kind of being exhausted right now, and I want to start looking at other ways that we can really expand our revenue. Because if we've managed somehow to get around ten thousand dollars a month just from talking to people that we know, imagine what we could do if we're hitting thousands of people a week. We should definitely, definitely run that.

What are you doing right now? So one thing I was going to offer doing for each of us is helping us create custom link trees for our socials and stuff, so we can point people to our site and other potential assets that we'd want people looking at — also just sort of a webpage that we can constantly drive people to.

But I was just really excited so that way next week we can be actionable and actually maybe sending our first couple of email blasts trying to get these new leads going, and potentially maybe going to record the first session of content that we do for ourselves. So does that sound good to everybody?

Mm-hmm. Absolutely.

Okay. I like this. Because I think we're long overdue. And I had a feeling that we don't know how good it's going to be for us until we actually just start doing this. And obviously, we've been super consumed, at least over here in Puerto Rico.

I know that you're dealing with a bunch of shit over there, Cam. But we were so consumed with our clients that we just haven't had time to sit down and plan this stuff out. But now that we have an editor and Miguel can delegate a lot of business work and you have a little bit more time to focus on all of this internal stuff that matters a lot, I feel like we can really hit a stride and fucking get going.

Yeah. Well, when you say not too crazy, what exactly do you mean?

Hear me out, hear me out. That's a very thin line. It could also mean, do we want to offer some shit services for cheap, or do we want to offer some premium services? I know we want to stay open, but I think we also have to keep in mind what type of work we want to be doing, what type of clients we want.

I totally understand that, but I do take into consideration that anything that has to do with outreach is more for the creation of volume and not for the creation of quality. When I mean quality, I'm not saying that we're going to do shit work. I'm saying that what we're looking to do here is get like 20 people that are women to pay us fifteen hundred dollars for a landing page. Like, we're not trying to sell a website at twenty-five thousand dollars, you know what I'm saying? Offer a service that you deem a great service. I'm just saying that because the idea is to have simple—

Oh, for sure, for sure. So when I mean keep it simple, I'm not saying don't take on clients. You need to do something that is easily repeatable so you're not drowning in work, you know what I'm saying? So ideally, right, we have like 10 clients. How sure are you that you can manage 10 clients for branding and a website right now?

We could definitely manage. It just depends on the timeline we promise. I also have some resources to outsource from. Managing that much doesn't really worry me. What worries me is that we focus on the cheap work, on the fast work, and we just end up falling in that trap that's hard to get out of, you know? Because I understand that we want to solve problems, and I do agree with it — volume is what's going to bring us numbers. But I think that as we work, word of mouth might help extend our reach and help keep the flywheel moving. In my head, if we want word of mouth to play in our favor, cheap fast work isn't going to do that. They're just going to be the people who solve problems. Like, yeah, como un resuelve. I don't know how to say that.

I don't think that these things are mutually exclusive.

No, they're not. They're not mutually exclusive.

Yeah, that's the thing. Because basically what you're saying is, like, just because we're doing this — let's say we're selling a product brand kit for $1,000 and we're doing a landing page for $1,500 — basically what you're saying is the work is going to be shit just because that's what they're paying for it.

It's not going to be shit, pero... it's not going to be the same caliber. It's not a premium product at the end of the day. And I know we're not looking to sell fucking brand kits that go for 10k or websites that go for 20k, but — I don't know how you say this — my God, at least when it comes to the design work, good design costs money and good design takes time. Even if you are a fairly quick designer, there's a lot of process that goes before you even touch the design.

I want you to understand something. We've always kind of had this discussion. And while I do agree with you, you also have to take into consideration that we're six months in and only have like six clients. There's a big factor that comes into play — no big company is going to give us a fat check for premium quality work if we have absolutely nothing to show for it. So even if that means that we have to pick up 20 clients that show that we did a great job on—

Oh no way, it works, it works! Oh, that's fire.

Hello? Hello? What the fuck is going on? Hello, hello, hello?

Okay. I think that it's also important for you to think about this real quick. Who do you think makes more money — the people that cater to the average person or the people that cater specifically to the ultra premium elite? It's like saying, what do you think sells more, a fucking retail mattress store or Tempur-Pedic? Obviously the retail mattress store is going to sell more because there's a bigger market size for it. I understand your worry about wanting to have a premium product, and we will have a premium product because that's what pricing tiers are for. But we need to be able to offer something that can create consistent revenue, because if we're selling at a really high price with nothing to show for it, then no one is going to buy our product.

So we need to, one, establish — like, to get them to buy into this premium product, they're going to ask us how many brand kits we've done. Think about how this would go on a sales call, right? Like, let's say I'm talking to someone and trying to sell them a premium product. At the end of the day, for example, with our initial market base — the first seed sample size of clients that we've had have been individual real estate brokers. We can't sell a premium product to an individual real estate broker unless they're making hundreds of thousands of dollars a year.

**System Audio:**
So what do we need to just get this going? I feel like the only thing that's holding us back from sending over a second service agreement is that we just haven't turned this into the 10-step plan thing. But you already made that file, didn't you? That plan. Yeah, did you work that out with him? Yeah, I get it. It exists. It's just a matter of integrating it into an automation for his ads.

And then just to start, a curiosity on the Lofty side — how would this look? Also, it's a 14-step cadence, but there's the cadence for the hot, the warm, and the nurture. Okay, that's taken into consideration. Cool.

And then I just wanted to check — so Sarah's main thing, these are simple guys. His main thing was just kind of like, I want to be able to input any lead manually, and it automatically gets adopted into this email sequence. That's how it would work. Okay, cool. I feel like that's solid.

I would say we're probably prior to even considering going into another engagement. So just save that question for that meeting and we can tell them like, this is what it's going to cost, let us know, and it's already settled.

All right, second. So that's one point of conversation, but it seems to me like you pretty much just have that going on. And I think we should once again kind of resume the conversation about the website and just our external marketing efforts, our internal marketing efforts.

I have a worry that Luxury Collection is all good — we did kind of have a little bit of a freak out last week because obviously we weren't sure if we were going to retain the client or whatnot. I wasn't entirely sure what was going to happen. But everything is good and safe, at least for the next month. We don't know up to what point that's going to last us.

So yeah, I was talking to Miguel, and I mentioned it to you as well, Cam, that we really need to step up our internal marketing game and start getting our faces out there and start talking about what we do, just because we need to start generating leads and start converting clients outside of our sphere of influence. Realistically, there's only so far I can go, and I have to be honest — I feel like I'm already starting to exhaust my sphere of influence. It's gotten us this far, but we need something that can consistently keep bringing new clients, and we need a system to also retain those clients that we have.

So yeah, I was talking about this with Miguel about obviously getting the website started, but we kind of came to the realization that we can start doing content for us to just start getting leads, start getting people in while we actually make the website. So that's probably something that we're going to try to be doing, or just actively talking about setting up.

Obviously, if you could help as well with what we've spoken about — scraping for different leads, people that we can kind of mass outreach to. You know, we can get a couple of "make this website for $1,500" or "this landing page for $1,500" — something like that. That's huge. Ten of those, that's 15 grand off rip. I bet that would be fantastic.

Yeah, that would be nice. Actually, now that you mention it, I did see something that caught my eye — the Flow invoice creation routine completed. What I'm starting to do with all the service agreements is that they pay us every 15th of every month, so the idea should be that we can just kind of cycle this every 14th, like "I need all the invoices for this month," boom, or just automate those. I just think it's a simple way of getting everyone's invoices out on time and consistently.

And does that take into account organic content as well? I don't know. Yeah, and I should address this — are you sure that this doesn't breach the OS?

Easy. We are onboarding RP Advisors tomorrow, which would be cool if we had a similar artifact to the one you created for the in-person meeting. This one should be pretty simple. The thing is, I'm not sure if they even have social media, so that's something we'll talk about tomorrow. Just build the asset and leave it. If they don't have it, we'll help them create it.

Miguel, did you get that number of videos we have? Let's see — okay, in total we have 37, minus six because of the ads. Put it in the tracker, that small table we made. I also added the two reels we reshot. So we're technically missing five full-fledged reels. We could get that done in a session and get ahead of what's to come.

Okay, that's perfect. I put it in the tracker, you can see it if you want. Bueno, whatever. I have the number here for us just in case, but yeah. Last month we shot like four in the new apartments and eight from the podcast-style videos. Perfect, so we're catching up.

Also, I need to talk with GG because there's some edits that are missing — not all videos are delivered. That's how much we shot, yeah.

I'm going to be in that meeting tomorrow. That's 1 p.m. my time. I hear 1 p.m. I'll check it. I know it's 1 p.m. there, Tony. Are you going to be in that meeting? Can you? Cam, any content ideas — for us or for them? Hell yeah. I like that. They created it. I like that, honestly.

I like that. It would be cool to get you in to do some of the conference stuff. I think you can just record yourself with your phone too. Honestly, for real bro, you just need good natural lighting and that's it. You don't need a fancy angle, you don't need a fancy camera. Just get some good enough light and that's all you need. That makes it look clean enough, you know?

And I think this... I don't know why I'm stuck on this idea of making reels in Cantonese with Spanish or English subtitles. We just make it super Puerto Rican, but my voice is translated to Cantonese. I don't know, I think that shit would slap, bro.

Okay, but I have to leave. I agree. We're the freaks.

What is this, wait? This is like for the kickoff meeting. Yeah, but we don't need to make it our main piece, it's just like our representation. Exactly, exactly.

I was asked to figure out LinkedIn marketing. I have no idea how to use the LinkedIn ads platform. I have never used it. What do you need? It'll probably be straightforward. You have to be following the page in order to be made an admin. You're the charter, the fucking partner of the company. Search up Luis. You have admin privileges.

And I have a question — how would we offer marketing services for people who are in the mainland? We're not, we're offering websites. Okay. Well, we could offer scripting. That's kind of like the paid service I showed you the other day. That's what she does — she doesn't film anything, she offers scripting and editing. So they record it and then the editors just take it and you can charge for that.

So just an FYI, I don't know if you know this, but me and Luis haven't been quoting the same prices on websites. We've been saying "oh, we're going to quote it based on your needs," because based off past experiences, just saying 500 bucks or even a thousand is cutting it way too low. It might be something super simple that we can just generate, but we already know — come on.

We went through it with FL and when I was at the agency I would give like a basic landing page price. I would charge maybe like fifteen hundred dollars for a basic landing page, and if they want anything else then that's out of scope. She don't mind. That's a good rate. Yeah, that's a good rate.

So I think we could generate most of it. I think the effort is gonna go mostly into like de-slapping it, you know? Pero ya.

So you see making like small ad audits for them? Basically like an audit. I like that. Honestly, I like that a lot. And I think if we could have that level of outbound going out weekly, I don't see why we couldn't retain at least a couple clients.

I think really what we should start doing is maybe establish like a kit — brand kit and website — and package that up. Maybe create an ads package as well, kind of like in the way you were mentioning: they record the content, we edit it, we create the campaigns, handle the onboarding, all that good stuff. Because that one's month to month pretty much, so I would go in on that one. The website and the brand for sure should be our highest effort, I think.

I would love to have more branding and website projects because I like them, but content is what gives us money to run. And in that case it would be more or less effort because we're really just in charge of maybe editing three videos a month for them, running those three campaigns, and boom — they're paying us like a thousand, fifteen hundred dollars for it.

Then I would say we should start off in terms of output with those two packages. And then locally, we should do the content. And maybe that also — because that's something I was telling Miguel too — one of the problems is that since everything has been through sphere of influence, like people reaching out to me because they know I'm doing this, that we're doing this, me reaching out to people and getting meetings and squirming my way into a deal. The thing is that it's harder to dictate a price, right? While if we are advertising ourselves as a company that does this and we establish the price, then the people that hit us up are going to be warm leads that already know what we're charging and will be more likely to spend that money. So I think that's also a big point.

Yeah, you should probably try to data scrape and get emails if at all possible. But I don't mind cold calling. I mean, I wouldn't mind paying for that. It's just I would be very careful how much we'd be spending. If we're spending 200 bucks a month on that, that's fine. If we're spending a thousand, that's not okay, you know?

And then something to take into consideration here is that if we get one client out of Puerto Rico, we can solicit for exportation of services. They have a really good tax incentive over here where we'd only pay 4% taxes. So yeah, that's definitely something — that's why I would like to get at least a couple of clients outside of Puerto Rico, because that would be very, very beneficial for us.

I would also hit local for sure because I think local, I have a little bit more leeway into selling them more services. I think we should start off with those two packages — like branding and website, and then ads, like editing and ads — and then the content stuff, leave it more local. And then we have to work on the AI branch, like the bot and all of that. So that's four different sources of revenue, like four different services or products that we can offer. And I think, yeah, we can start putting stuff out and get our name going.

Second off, Miguel, I think in terms of the branding and the website, I feel like you should just make the package and we should kind of take this as homework. Like all sit down, make the package for the ads, the editing and all that stuff.

You sit down, you mean like find the package?

Yeah, definitely, exactly. Because what I'd like to do then is get these packages good and ready so that way we can actually start doing outbound marketing. And then once we do that, test it out and see where we're at. And then Cam, you just need to help us refine these leads a little bit better. That way we can find leads for websites, we can find leads for ads, and just start doing that actively because there's a fucking world of potential clients that we're not tapped into.

So yeah, I'll take the ads and editing stuff since that's kind of where I've been navigating, and maybe you should probably do the branding and the website stuff. I'd say try to keep it simple. Don't go crazy with the price and the deliverables as well. Like try and make it, you know — two logos, two revisions each, or choose one and after choosing one you get two revisions. That type of stuff. Keep it pretty simple. And then always have space for, like, if you want more stuff, whether it be an a la carte menu or just — we lose a lot of these things. Always leave that option available.

But yeah, I think that would be a solid place to start off with, actually expanding into different territories. Because like I said, we have a sphere of influence that's kind of being exhausted right now. We want to start looking at other ways that we can really expand our revenue. Because if we've managed somehow to get around $10,000 a month from talking to people that we know, imagine what we could do if we're hitting thousands of people a week. We should definitely run that.

And yeah, so I think for Friday we should have these packages done, find those leads, and then just share that content. So that way next week we can be actionable and actually maybe sending our first couple of fucking email blasts, trying to get these new leads going, and potentially maybe going to record the first session of content that we do for ourselves. So does that sound good to everybody?

Okay. I like this. I think we're long overdue. And I have a feeling that we don't know how good it's going to be for us when we do this until we actually just start doing this. And obviously we've been super consumed, at least over here in Puerto Rico. I know that you're dealing with a bunch of shit over there, Cam. But we were so consumed with our clients that we just haven't had time to sit down and plan this stuff out. But now that we have an editor and Miguel can effectively delegate a lot of his work and he has a little bit more time to focus on all of this internal stuff that matters a lot, I feel like we can really hit a stride and get going.

Yeah, a question. When you say not too crazy, like what exactly do you mean? I feel like that's a very thin line. Could also mean, do we want to offer some shit services for cheap, or do we want to offer some premium services? I know we want to stay open, but I think we also have to keep in mind what type of work we want to be doing, what type of clients we want.

I totally understand that, but do take into consideration that anything that has to do with mass outreach is more for the creation of volume and not for the creation of quality. And when I say quality, I'm not saying that we're gonna do bad work — I'm saying that what we're looking to do here is get like 20 people that are willing to pay us $1,500 for a landing page. We're not trying to sell a website at $25,000. You know what I'm saying?

Oh, for sure, for sure. So like, when I say keep it simple, I'm not saying don't offer a service that you deem a great service. I'm just saying that because the idea is to have clients, you need to do something that is easily repeatable so you're not drowning in work. You know what I'm saying? So ideally, right, we have like 10 clients — how sure are you that you can manage 10 clients for branding and website right now?

Bueno, we could definitely manage it. It just depends on the timeline we promise. I have some resources to outsource from, so managing that much doesn't really worry me. What worries me is that we focus on the cheap work, on the fast work, and we just end up falling in that trap that's hard to get out of. Because I understand we want to sell volume, and I do agree with it. Como que volume is what's going to bring us numbers. Pero I think that as we work and as we produce —

Okay, that's exactly where my head is at. If we want word of mouth to play in our favor, cheap fast work isn't gonna do that. We're just gonna be the people who solve like — yeah, I just don't think that these things are mutually exclusive.

No, they're not mutually exclusive. Yeah, I get that. Because basically what you're saying is just because we're selling a brand kit for $1,000 and doing a landing page for $1,500, the work isn't going to be the same. It's not a premium product at the end of the day.

And I know we're not looking to sell brand kits that go for 10K or websites that go for 20K. But I don't know how you say this — at least when it comes to the design work, design costs money and good design takes time. Even if you are a fairly quick designer, there's a lot of process that goes before you even touch a design tool.

I want you to understand something. We've always kind of had this discussion, and while I do agree with you, you also have to take into consideration that we're six months in and only have like six clients. There's a big factor that comes into play — no big company is going to give us a fat check for premium quality work if we have absolutely nothing to show for it. Even if that means we have to pick up 20 clients to show that we did a great job on—

Well, he froze. See, I'll see you next time.

What's going on? Hello? Hello? Hello?

I think it's also important for you to think about this real quick. Who do you think makes more money — the people that cater to the average person or the people that cater specifically to the ultra-premium elite? It's like saying what do you think sells more, a retail mattress store or Tempur-Pedic? Obviously the retail mattress store is going to sell more because there's a bigger market size for it.

I understand your worry about wanting to have a premium product, and we will have a premium product because that's what pricing tiers are for. But we need to be able to offer something that can create consistent revenue, because if we're selling at a really high price with nothing to show for it, then no one is going to buy our product.

So we need to establish — okay, think about how this would go on a sales call. Let's say I'm talking to someone in our initial market base, the first sample size of clients that we've had — individual real estate brokers. We can't sell a premium product to an individual real estate broker unless they're making hundreds of thousands of dollars a year.