flow-systems-opus

# Transcript: 2026-08-03

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

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### 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.

Flow Systems held a strategy meeting focused on two tracks: closing out the Seba (Luxury Collection) engagement and launching an aggressive outbound marketing push. The 14-step email nurture sequence has been fully tested and is ready to go live pending Lofty smart plan access — the only remaining dependency. The team agreed they've exhausted their sphere of influence (~6 clients, ~$10K/month after 6 months) and need systematic outbound using 8,229 scraped business leads, two standardized service packages (branding/website starting at $1,500, and ads/editing at ~$1,000-1,500/month), and self-promotional content. A healthy debate emerged between volume-driven entry-level packages and premium positioning, with consensus landing on "do quality work at accessible prices to build a portfolio, then tier up." RP Advisors onboarding kicks off tomorrow at 1 PM.