Estate Planning Engagement — Priority Briefing

Action Needed

Your Input Needed

Six decisions from Charles & Traci will unblock the audit and shape the engagement scope. We've included our recommendation for each.

Decision Gate Progress

1. How should we provide platform access?

Determines how quickly the audit can begin and how deep we can go.

Limited admin invite to each platform (Recommended)

Share credentials directly

Screen-share walkthrough first, then decide

2. What format works best for the tech stack outline?

Traci committed to sending an overview of current platforms and processes.

Written document (email or doc) listing all platforms (Recommended)

Quick bullet-point email with platform names and URLs

Live walkthrough call where we document together

3. How should we coordinate with Rebecca?

Rebecca has managed your marketing for ~10 years. We want to add value without disrupting what works.

Coordinate with Rebecca — complement her work (Recommended)

Work independently — separate scope

Open to evaluating during audit

4. What's the preferred approach to statewide expansion?

Affects targeting strategy, budget allocation, and scaling pace.

Phased metro-area rollout — data-driven scaling (Recommended)

All Georgia counties at once

Contiguous counties first (expand from current 3-county base)

5. How do you feel about reshooting webinar content?

The audit may reveal opportunities, but Skip indicated a reshoot is likely unnecessary.

Let the audit decide (Recommended)

Minor edits only (intros, CTAs, titles)

No changes to existing video content

6. What budget range for Phase 1 (post-audit work)?

The audit itself is free. This helps us scope the post-audit engagement accurately.

Under $5,000 — focused scope

$5,000–$10,000 — full optimization + multi-geography

$10,000–$20,000 — comprehensive Phase 1

Discuss after seeing audit results (Recommended)

Interactive form available: We've also prepared a fillable form that generates a formatted summary you can copy and send back to us.

In Progress

What's Happening Now

Two tracks are advancing in parallel — neither requires waiting on the other.

Track 1: Funnel Audit

Audit Preparation

Skip is preparing the audit checklist email. Once Traci provides platform access and the tech stack outline, we can complete a surface audit in 24-48 hours and a full roadmap in 1-2 weeks.

○ Skip sends audit checklist email
○ Traci sends tech stack outline
○ Platform access provided
○ Surface audit (24-48 hrs)
○ Deep audit + roadmap (1-2 weeks)

Track 2: AI Avatar

Jonathan Feasibility Consult

Skip is briefing Jonathan (AI architect) on your use case: creating an AI avatar of Charles for future webinar and module content. Goal is to assess timeline, inputs needed, and cost.

○ Skip briefs Jonathan
○ Jonathan provides feasibility assessment
○ Skip presents proposal to Charles
○ Schedule demo call (if interested)

Audit Pipeline

Avatar Feasibility Track

What This Unlocks

The Bigger Picture

Completing the current items opens the door to three high-impact opportunities.

Opportunity 1

Statewide Georgia Expansion

Move from 3 counties to the entire state. Online consultations with paralegals and attorneys means geography is no longer a constraint. The audit will define the campaign infrastructure needed.

Gate: Audit complete + SOW approved

Opportunity 2

AI Avatar for Content Production

Charles writes scripts, the avatar produces video. Eliminates video production overhead for future webinars and modules. Jonathan estimates 4-6 weeks to build once approved.

Gate: Jonathan feasibility confirmed + budget approval

Opportunity 3

Platform Consolidation & Cost Savings

Potential to replace ClickFunnels, Eventbrite, and fragmented tools with an integrated platform. Could reduce SaaS costs and simplify operations significantly.

Gate: Audit reveals redundancies + annual renewal timing

Three-Phase Engagement Flow

Phase transition gates ensure we move forward only when the data supports it. No phase begins without clear evidence from the previous one.

Timeline

Engagement Timeline

Optimistic timeline assuming prompt access and information sharing. Audit track and avatar track run in parallel.

Critical Path — February to April 2026

Key Milestones

○ Week of Feb 24: Audit checklist email sent, tech stack outline requested
○ Week of Mar 3: Platform access provided, Jonathan consult begins
○ Week of Mar 10: Surface audit complete, avatar feasibility determined
○ Week of Mar 17: Full audit + roadmap delivered, SOW presentation
○ Upon SOW approval: Campaign build begins (2-3 weeks)
○ 30-60 days post-launch: First meaningful campaign data review

Internal — Skip

Deal Velocity Levers

Highest-impact moves to advance this engagement from discovery to signed SOW.

Lever	Impact	Effort	Priority
Fast audit turnaround 24-48 hrs surface, 1-2 weeks deep. Start on public assets now.	Demonstrates competence + urgency	Low	Highest
Cost savings identification ClickFunnels + Eventbrite redundancy analysis	Immediate tangible value; earns trust	Medium	High
Rebecca coordination framing Position as complement, not threat	Reduces political friction	Low	High
AI avatar demo Show Charles a sample before committing	Differentiation; strong interest expressed	Medium	Medium
Statewide ROI projection Quantify digital vs. in-person upside	Makes the business case tangible	Low-Med	Medium