PROSPECT MODE
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Elevate9 Inc. — Waxahachie, TX

Branding &
Identity

Premium visual identity and digital presence packages built to position your brand with clarity, authority, and intention.

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Who What Where Why If How Because Therefore
Home flow that makes sense.

Video first, then a revenue landing page, then promotion. Each step is mapped by when / where / how / why with clear ROI expectations and the "other side" risk so clients understand exactly what they are buying.

01 — Foundation Video
Start Here
  • WhenNew client, weak trust, unclear story, or low close rate.
  • WhereHomepage hero, social ads, retargeting, email follow-up, sales calls.
  • HowMessage-first script, proof clips, CTA hooks, vertical and horizontal cuts.
  • WhyVideo compresses trust-building and improves conversion quality.
  • ROIHigher appointment quality, better close percentage, lower ad waste.
  • Other SideWithout a strong offer and CTA, views can increase but revenue can stay flat.
02 — Revenue Landing Page
Conversion Layer
  • WhenOnce the core message is validated in video and outreach.
  • WhereTraffic destination for ads, social links, QR, email campaigns.
  • HowSingle objective page: pain, proof, offer, CTA, friction removal.
  • WhyFocused pages convert better than generic all-purpose websites.
  • ROITrackable CPL/CAC, stronger lead intent, faster sales follow-up.
  • Other SideIf traffic quality is poor, page metrics look weak even with good design.
03 — Promotion System
Demand Engine
  • WhenAfter page and messaging are stable enough to scale traffic.
  • WhereMeta, Google, YouTube, local search, outbound and remarketing.
  • HowAudience testing, creative rotation, budget control, retargeting loops.
  • WhyConsistent distribution is what turns assets into predictable revenue.
  • ROIImproved lead velocity, measurable pipeline value, clearer forecasting.
  • Other SideNo speed-to-lead or poor sales process will cap campaign returns.
04 — Website Stitch (12 Months)
Scale Layer
  • WhenAs winning landing pages accumulate and operations expand.
  • WherePages stitch into a full website architecture by service and audience.
  • HowKeep best-performing LP sections, add navigation, SEO structure, internal links.
  • WhyYou grow from proven revenue assets, not from guessing site layouts.
  • ROICompounding organic traffic + stronger authority + reusable conversion assets.
  • Other SideSkipping governance creates duplicated pages and weak information hierarchy.
WHO / WHAT / WHERE / WHY / HOW / IF-BECAUSE in one operating layer.
  • WhoIdeal buyer profile + decision-maker role + speed-to-lead owner.
  • WhatOffer stack = Foundation Video + One Revenue LP + Promotion cycle + Stitch plan.
  • WhereDistribution path by channel intent: social, search, referral, retargeting, outbound.
  • WhyEvery asset must drive a measurable business action, not vanity traffic.
  • HowScore lead quality, route priority, enforce follow-up rhythm, and optimize weekly.
  • If/BecauseIf conversion drops, diagnose message-offer-fit first; because traffic volume alone does not fix close rate.
  • ROI ExpectationHigher qualified lead rate, cleaner pipeline velocity, and compounding page value over 12 months.
  • The Other SideWithout call handling discipline and CRM hygiene, good creative still leaks revenue.
Packages
Four levels.
One standard.

Every package is built around the same principle — your brand should look as good as the work you do. Choose the level that fits where you are right now.

Package 01
Branding Kit
Build a strong visual identity from the start. Designed for brands that need to establish a professional visual presence but don't yet require a full digital strategy.
Visual Foundation
  • Color palette — the colors that represent the essence of your brand
  • Typography selection — fonts chosen to match your voice and positioning
  • Custom logo design — built from scratch to perfectly fit your identity
  • Brand mark variations — horizontal, stacked, icon-only
  • Brand style guide — rules for consistent use across all touchpoints
Package 02
DNA + Branding Kit
Define the heart of your brand and make it visible. Ideal for brands that are starting or redefining their identity — we design your image and establish the strategic essence behind it.
Strategy + Visual
  • Brand DNA — mission, vision, values, and brand voice defined
  • Market positioning — where you sit in your industry and why it matters
  • Audience profile — who your brand speaks to and how
  • Brand messaging framework — the words that drive every touchpoint
  • Everything included in the Branding Kit (Package 01)
Digital Package
Web + Social Media
A strong and professional digital presence across every channel. Combines a fully functional, optimized website with a comprehensive social media strategy — ensuring your brand stands out everywhere.
Complete Digital Presence
  • Web development — same as Package 03
  • Social media strategy — custom plan for your industry and audience
  • Content calendar — structured posting schedule for consistency
  • Visual design for social — templates, covers, ad creatives
  • Platform setup and optimization — profiles that match your brand
  • Engagement strategy — how to build community, not just followers
  • Copywriting for web and social — strategic writing for conversion and interaction
  • Analytics and reporting framework — know what's working
Build on
your foundation.

Each add-on pairs with any package above. Add what your brand needs — nothing you don't.

Complete Social Media
Personalized strategy, visual design, and full management to connect with your audience and strengthen your online community.
Merchandising
Exclusive design of promotional products — mugs, t-shirts, and more (3-5 options) that make your brand tangible and memorable.
Stationery
Business cards, letterhead, and customized folders that convey professionalism in every interaction.
Illustrated Logo
A creative, artistic version of your logo — ideal for standing out and making your brand uniquely recognizable.
Logo Reveal Animation
Animated logo perfect for videos and presentations — make every introduction of your brand impactful.
Promo Video
Dynamic, engaging video for social media, advertising, or your website. Includes professional script and detailed storyboard.
Website Audit
Detailed analysis of your site's performance with clear recommendations to optimize user experience and conversion.
SEO + Keyword Research
Industry-specific keyword research and site optimization to improve search ranking and attract quality traffic.
Social Media Design
Professional covers, optimized visuals for posts and ads, and strategic copywriting for your social channels.
Slogan
A clear and memorable slogan that captures your brand's essence and leaves a lasting impression.
Corporate Material
Professional copywriting for presentations, brochures, and materials aligned with your brand's vision and values.
Email Signature
Custom-designed signature with your logo, contact info, and key links — polished and professional in every email.
Discovery Intake
Let us learn
your business.

This isn't a generic contact form. Every question below is designed to help us understand your brand at a level most agencies never reach — so we can build something that actually makes you money.

Who You Are
The basics — plus the stuff that makes your brand human.
Your origin story is the foundation of your brand film. The "why you started" is often more compelling than what you sell.
Passion translates directly into brand voice. This answer shapes how we write, film, and position everything.
Humanizes your brand. People buy from people — and this often becomes the most memorable part of a brand film.
Reveals character and values. Gives us creative angles most competitors would never think to use.
What You Do
How your business actually works — the services, the structure, the day-to-day.
In plain language — what you sell, who buys it, and how you deliver it. This becomes the backbone of all messaging.
Knowing your full menu lets us highlight the right offerings to the right audience on each landing page.
Team size tells us capacity, which shapes what we can promise in your marketing.
Sets client expectations in your marketing. Fast turnaround is a selling point. Long timelines need framing.
Visual proof is the highest-converting content. If you have it, we use it. If you don't, that's what the film is for.
This often becomes the hero story in a brand film. The project you're proudest of is usually your best marketing asset.
Where Your Money Comes From
Who pays you, how they find you, and what they're worth. This is where ROI lives.
The person or business that gets the most value from what you do — and pays without hesitation. We design everything to attract more of this person.
Your targeting today may be different from your ideal long-term. Both matter for how we position you.
Growth trajectory tells us what's scaling and what's stalling. We build on what's already working.
Directly impacts ROI math. A $500 avg sale needs different strategy than a $25K one.
Pricing model affects how we frame your value on landing pages and in content.
Rough range is fine. Helps us size the right package and project real ROI.
Honest answer only. "Well" means different things — profitable? Busy? Growing?
Why You — Not Them
What makes people choose you over every other option? This is your competitive edge and we build your entire brand around it.
Not "great service." The real thing. The one thing your best clients would say if we asked them why they chose you.
The one thing a client can always count on. This becomes the headline on every page and the opening of every video.
Lessons build trust. When a founder shares what they've learned the hard way, prospects feel safe choosing them.
Love is contagious. This answer often becomes the most powerful 15 seconds of a brand film.
Bold and loud? Calm and trusted? Edgy? Premium? This shapes your entire visual identity and voice.
Knowing what you don't want is just as valuable. Eliminates wrong directions before we start.
Not competitors — brands whose look, feel, or energy you respect. Gives us a visual starting point.
This is the emotional outcome we design toward. Everything — color, video, copy — serves this feeling.
How Clients Find You Now
Your current marketing reality. What's working, what's not, and where the gaps are costing you money.
This reveals your strongest channel AND your biggest blind spot. If it's all word of mouth, you're one referral away from a dry month.
We double down on what's already pulling. If nothing is, that tells us exactly where to start.
Past marketing experience (good or bad) tells us what to avoid and what to build on.
The gap between "working" and "not working" is where ROI lives. We fix the "not working" part.
If / Because — Pain Points
The real problems. The honest answers here let us prescribe the right solution — not just sell you a package.
The #1 thing. Not the list — the ONE thing that if you solved it, everything else gets easier.
"People don't know we exist." "Our website embarrasses us." "We look cheap but we're not." The real answer is the most profitable one for us to fix.
Too many = we help you convert better and charge more. Not enough = we help you get seen. Both are solvable.
If yes, you're leaving money on the table. Better positioning lets you charge more and work less.
Client communication, estimates, billing, social media, marketing — knowing what drains you helps us build systems that free you up.
Unbuilt services = untapped revenue. We can help you launch them with the right positioning and a dedicated landing page.
Skip the should. What do you actually NEED? This answer often reveals the real project.
Your Vision
Where you're going determines what we build. We design toward outcomes, not aesthetics.
Ambitious growth needs aggressive branding. Steady growth needs consistency. Your answer shapes our entire approach.
We don't build brands for today. We build for where you're going — so you don't outgrow your brand in 6 months.
Expansion plans affect how we structure your website, messaging, and content strategy from day one.
This is the outcome we design toward. The clearer you are, the more precise our prescription.
Open floor. Tell us what you think you need — and we'll tell you if we agree or if there's something better.
Package + Investment
Based on everything above, which package feels right? We'll confirm or adjust in our first conversation.
Used to estimate incremental monthly revenue from new qualified leads.
Enter realistic lift target from this campaign system.
ROI Projection Snapshot
Projected Wins / Mo
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Projected Revenue / Mo
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Projected Revenue / 12 Mo
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Upload logo files or reference brand images. Supported: JPG, PNG, WEBP, SVG.
beach.austyn@elevate9inc.com  /  (972) 987-1250
elevate9.io  /  Waxahachie, TX
Protected Admin Workspace
No client data loaded yet.

KB: Add to SharePoint

  1. Create a SharePoint list named Client Intake with columns for Name, Business, Email, Phone, Lead Key, SubmittedAt.
  2. In Power Automate, create flow: When an HTTP request is receivedCreate item (SharePoint).
  3. Map JSON fields from this intake into SharePoint columns and store attachment names in a text column.
  4. Test by posting one sample payload from exported client data file.

KB: Add to Microsoft Teams

  1. Create Teams channel New Leads under your Sales team.
  2. In Power Automate flow, add action Post message in chat or channel.
  3. Use template: Lead Name, Phone, Business, Package, Timeline, Budget, submission time.
  4. Include link back to SharePoint item for full intake review.

TWA 60-Second Audit System

T (Triage): Urgent if site is down. Disqualify if hobby/budget below threshold/recently optimized unless strategic exception.

W (Website Analysis): Score issues and contact validation fast for priority routing.

  • Issue Score: 10 issue checks × 8 points each.
  • Contact Score: 5 contact checks × 5 points each.
  • Priority Matrix: High (call now), Medium (email + LinkedIn), Low (email only), None (skip).

Outreach Sequence by Score

  • Low (0-19): Email only, no social/call workload.
  • Mid (20-49): LinkedIn warm-up first, then Facebook fallback if no reply.
  • High (50-79): Fast LinkedIn sequence + secondary Facebook overlap.
  • Top (80-100): Parallel LinkedIn + Facebook with highest urgency.
  • Call Cadence: Mid = Day 3/7, High = Day 1/3/5, Top = Day 0/2/4/7.

Channel Rotation + Inactive Rule

Run round-robin to avoid over-touching and keep outreach respectful.

  • Weekly rotation: LinkedIn → Email → Calls/SMS → Facebook/Instagram.
  • If a channel is inactive (>30 days), skip it and pivot to active channels.
  • Fallback priority: Email → SMS/Call → LinkedIn → Facebook → Instagram.

Tyler Processing Rules

  • Create initial processing DB with statuses: DM Identified, Outreach Sent, Qualified, Discovery Scheduled, Audit & Proposal Sent, Deal Closed, URLs Collected, Imported, Kickoff Scheduled.
  • Keep all fields FALSE until verification is complete.
  • Only move verified records to Company Contacts database.
  • Purpose: protect master CRM quality and reduce bad-fit outreach.

CSV-to-Master Mapping (Core)

  • Business Name → Business (Title), Website URL → URL, Decision Maker → Contact Name.
  • Phone/Email/Industry map directly into master record properties.
  • Total Score → Audit Score, Priority Result → Priority tier.
  • Top problems normalize into one field for proposal messaging.
  • Skip/Park logic: website down/hobby/disqualified/new business as defined.

6-Phase Revenue Funnel

  • Phase 1 Audit: 5 min lead triage + ROI estimate.
  • Phase 2 Nurture/Booking: follow-up cadence + meeting set.
  • Phase 3 Proposal/Close: proposal, objections, deposit, contract.
  • Phase 4 Onboarding: kickoff, deliverables, 30-day ROI check.
  • Phase 5 Account Growth: health score, upsell, referral ask.
  • Phase 6 Renewal/Advocacy: NPS, renewal, referral pipeline.

Projects 0-6 Roadmap

  • Project 0: Strategy + role clarity.
  • Project 1: Sales pipeline buildout + scoring.
  • Project 2: Operations system setup.
  • Project 3: Growth campaign launch.
  • Project 4: Financial dashboard + margin control.
  • Project 5: Marketing/branding push.
  • Project 6: Strategic thinking + team development.

ROI Model Targets

  • Target benchmark: 16 audits/week → ~4 audit-ready opportunities.
  • Pipeline goal: 4 calls/week → 1-2 closes/week.
  • Launch revenue target: ~$8K/week from setup fees.
  • Recurring target: ~$7.8K MRR growth from retained accounts.

Notion Resource Index

  • TWA 60-Second Audit Template
  • TWA Website Audit Form
  • Raw URLs to Audit → Company Contact pipeline
  • Asset Library / Content Organizer / Document Hub
  • Brand Name & Concept Tracker / Category Dev Tracker
  • Creative Projects / Business Card Scanner / Teamspace Home
  • Crown + Nebula Catering Strategy (Doc)

Crown + Nebula Catering Strategy

Added as a live reference in this workspace via your shortcut link. Use it as a vertical playbook override for catering leads while keeping the core Video-First pipeline unchanged.

  1. Run Basic Qualification Audit first, then book the video as mandatory gate.
  2. Frame catering offer around event-driven ROI (bookings, recurring contracts, upsell menus).
  3. After video scope is locked, route to landing-page build and channel promotion plan.
  4. Only escalate to broader website scope after revenue pages prove conversion.