ELEVATE9 — CROWN MOVE Master Operating System

🔍

SECTION 1 — COMPANY INTEL

Fill this before anything. Know who you're walking into.

Company Name

Website URL

Industry

City / State

Business Size (Est.)

Owner / Key Contact Name

Phone

Email (if findable)

How We Found Them

Revenue Range (Est.)

Source Notes

👑

SECTION 2 — CROWN MOVE DIAGNOSTIC

YES or NO only. Don't inflate. Each YES = 10 pts. Max 90. Auto-calculates NEBULACODE (0–3).

Visit their website. Google them. Check every social platform. Answer honestly — YES or NO only. Don't give partial credit. The system only works if you're accurate.

Code	Dimension	What To Look For
👑 CROWN — Authority (builds trust, credibility, and positioning)
C	Clarity	Do you immediately understand what they do, who they serve, and why they matter — in under 5 seconds on their site?
R	Return	Is there visible evidence of business outcomes? (testimonials, case studies, results, pricing, CTAs that make sense)
O	Ownership	Do they own their channels and content — or are they completely dependent on paid ads or platforms they don't control?
W	Worth	Does this brand look like it's worth what it charges? (design quality, consistency, authority signals, reviews)
N	Network	Do they have visible reach, community, or relationships? (followers, partnerships, GMB presence, press mentions)
⚡ MOVE — Activation (turns authority into momentum, visibility, and engagement)
M	Message	Is their communication clear and consistent across every platform? (same tone, same offer, same brand voice)
Ou	Output	Are they producing content consistently? (regular posts, videos, articles — or is their last post from 8 months ago?)
V	Visibility	Can the right people actually find them? (Google search, maps, social discoverability — not just 'do they have a page')
E	Engagement	Do people respond, interact, comment, share? (community activity, not just follower count)

0

Total / 90

0

CROWN / 50

0

MOVE / 40

— UNSCORED

NEBULACODE AUTO-CALCULATION — Pipeline Routing Tier

3 🔥

HOT

60–90 pts
$50K+ mo. rev
Immediate timeline

→ Call within 1 hour. Austyn handles.

2 🌡️

WARM

30–59 pts
$25K–$50K mo. rev
30–90 day timeline

→ 24hr call. 3-day nurture.

1 ❄️

COLD

10–29 pts
$10K–$25K mo. rev
90+ day timeline

→ Email campaign. Monthly check-in.

0 🚫

OUT

0–9 pts
Under $10K or no DM
No timeline

→ Disqualify. Archive. No follow-up.

NEBULACODE is calculated automatically from your CROWN MOVE score. It routes directly to the CROWN LEADS pipeline in Notion.

🎬

SECTION 3 — VIDEO & CONTENT GAP ANALYSIS

This is where the money is. One Foundation Film changes everything downstream.

Video is the entry point. Before anything else — before a website rebuild, before social strategy, before SEO — we find the video and content gap. One Foundation Film changes everything downstream.

84%

video marketers say video directly increased sales

Wyzowl 2025

91%

of consumers say video quality impacts trust in a brand

Wyzowl 2025

78%

prefer learning about a product by watching a short video

Wyzowl 2025

3×

more leads from inbound content vs. outbound at 62% lower cost

HubSpot

Video Gap Summary

🌐

SECTION 4 — DIGITAL PRESENCE

Honest assessment — not SEO theater.

⚠ IMPORTANT: We do not promise Google page-one rankings. Any agency telling a client they'll land on page one through keyword tricks alone is setting them up for disappointment. What we promise is a digital presence that builds trust, captures existing demand, and converts when people arrive.

📱

SECTION 5 — PLATFORM FIT ASSESSMENT

Industry-mapped platform recommendations. Don't put them everywhere — dominate the right ones.

Not every client needs every platform. Recommending the wrong ones wastes their budget and dilutes effort. Use this to identify the 3–4 platforms that will actually perform for their industry and audience. ✓ = Strong fit · ○ = Situational · ✕ = Skip / low ROI

← Select an industry in Section 1 to see platform fit recommendations.

READINESS QUESTIONS — Ask These on the Discovery Call

Platform Recommendation (for client-facing use)

🎨

SECTION 6 — BRANDING & IDENTITY

Does the visual quality match the price they charge?

Brand Gap Summary

💼

SECTION 7 — SALES READINESS & FIT

Only move forward if this checks out.

QUICK ASSESS

Budget Signal

Timeline

Decision Maker?

Estimated Monthly Revenue (if assessable)

🎯

SECTION 8 — RECOMMENDATION + ROI PROJECTIONS

Auto-suggested by score. Confirm below. Show the ROI when presenting.

SELECT YOUR FINAL PACKAGE

🎬 Foundation Film → Promo Page

Low C or M score. No story. No hook. Can't communicate value.

$8,500–$12,000 + $3,500

💎 Foundation Film + Presence Pro

Most popular bundle. Video + platform presence built at the same time.

$11,000

💰 Bundle saves $500 vs standalone

🔄 Presence System (MRR Entry)

Low O, V, or E score. Identity exists — nobody sees it consistently.

$4,000–$7,000/mo

📈 Video + Landing Page + Presence Pro

Low R score. Visible but not converting. Traffic without outcomes.

$14,500

💰 Bundle saves $500 vs standalone

🏆 Full Elevation Bundle

Low across the board. Critical gaps everywhere. Build the full machine.

$26,500–$30,000+

💰 Bundle saves $1,500 vs standalone

🤝 Referral Ask

Strong everywhere. Not ideal right now. But they know someone.

N/A — Ask who they know

ROI PROJECTIONS BY INDUSTRY — Present As Realistic Scenarios, Not Guarantees

Use these numbers to anchor the conversation around return, not cost. Always present as realistic ranges based on industry data, not guaranteed outcomes. Results vary based on client market, offer, and execution consistency.

Client Scenario	Bundle Invest.	Avg Sale Value	Break-Even	Leads/Mo (Realistic)	Year 1 Revenue Potential	ROI Multiple
HVAC Contractor	$11,000	$4,500/job	3 jobs	4–8 calls/mo	$216K–$432K	20×–39×
Restaurant (DFW)	$11,000	$1,200 LTV	10 customers	30–80 new/mo	$36K–$96K new LTV	3×–9×
Medical Practice	$11,000	$3,500 new patient	4 patients	6–15 new/mo	$252K–$630K	23×–57×
Law Firm	$14,500	$7,500 avg case	2 cases	3–6 consults/mo	$270K–$540K	19×–37×
Real Estate Agent	$11,000	$9,000 commission	2 closings	4–10 leads/mo	$432K–$1.08M GCI	39×–98×
Construction / Remodel	$14,500	$45,000 project	1 project	2–5 leads/mo	$1.08M–$2.7M pipeline	74×–186×

✍️

SECTION 9 — OUTREACH PERSONALIZATION

Write this before you call or email. Diagnostic selling beats pitching every time.

What specific gap will you lead with?

The one thing they're missing that you saw in 30 seconds of research

What's the hook — the observation that opens the door?

Not 'I noticed your website' — something specific and real

What's the one thing you can say that no one else will?

Diagnose something they haven't named yet

What do they clearly care about?

Reviews, local rep, their team, a recent win — use what's public

What's the value proposition for THIS company?

Foundation Film isn't the pitch — the outcome is the pitch

What objection are they most likely to have?

Cost? Already have someone? Tried video before? Address it proactively

📞

SECTION 10 — OUTREACH SEQUENCE

Execute in order. Don't skip steps.

✅

SECTION 11 — AUDIT SUMMARY & NINJA HANDOFF

Nothing ships to Sales Lead until this checklist is complete.

CROWN MOVE SUMMARY

0

/ 90 TOTAL

0

/ 50 CROWN

0

/ 40 MOVE

Company

—

CROWN NOTION PIPELINE ROUTING

Based on NEBULACODE, assign this record in CROWN LEADS to the following stage:

NEBULACODE	Pipeline Stage	Follow-Up Date	Next Action
3 🔥 HOT	🔥 Hot → Outreach Active	Today + 1 day	Call within 1 hour. Austyn handles.
2 🌡️ WARM	🌡️ Warm → Outreach Active	Today + 3 days	Call within 24hrs. 3-day nurture.
1 ❄️ COLD	❄️ Cold	Today + 30 days	Email campaign. Monthly check-in.
0 🚫 OUT	🚫 Disqualified	N/A	Tag reason. Archive. Off the board.

Assigned NEBULACODE for This Lead

— Complete Section 2 scoring first —

RECOMMENDED PACKAGE

— Complete Section 8 —

NINJA HANDOFF CHECKLIST

Ninja Completed By

Audit Date

Sales Lead Assigned To

Key Gaps for Sales Lead (Top 2–3)

ROI Opportunity (if applicable)

🗂️

SECTION 12 — CROWN NOTION PIPELINE ARCHITECTURE

4 linked databases. One workspace. Every record in one place.

Architecture Rule: Every prospect, audit, client, and project lives in one linked Notion workspace. No competing spreadsheets. No duplicates. Views are just filtered windows into the same data.

🔥

DATABASE 01 — CROWN LEADS

Replaces all prospect spreadsheets. One record per company/contact. No duplicates.

CORE PROPERTIES

Property	Type	Purpose
Company Name	Title	Primary identifier
Owner / Contact	Text	Decision-maker name
Phone	Phone	Primary dial number
Email	Email	Outreach address
Website	URL	Audit starting point
Industry	Select	ICP categorization
Revenue Range	Select	Budget qualification signal
CROWN MOVE Score	Number	Auto-filled from audit (0–90)
NEBULACODE	Select	3 🔥 HOT / 2 🌡️ WARM / 1 ❄️ COLD / 0 🚫 OUT
Pipeline Stage	Select	Current status in sales flow
Recommended Package	Select	Auto-suggested by score
Ninja Assigned	Person	Who sourced/audited the lead
Sales Lead Assigned	Person	Austyn or closer
Next Action Date	Date	When to follow up
Key Gap Notes	Text	Top 2–3 gaps for sales lead
Source	Select	Ninja / Drive-By / Referral / Social / Google Maps

PIPELINE STAGE VALUES

Stage	What It Means	Next Action
🔥 Outreach Active — Hot	NEBULACODE 3. Call within 1 hour.	Austyn dials immediately
🌡️ Outreach Active — Warm	NEBULACODE 2. Call within 24hrs.	3-day nurture sequence
❄️ Cold — Email Campaign	NEBULACODE 1. Not urgent.	Monthly check-in
📞 Discovery Called	Call made, conversation started	Full CROWN MOVE diagnostic live
📄 Proposal Sent	Quote delivered	Follow up in 2–3 days
✅ Closed Won	Signed. Move to CROWN CLIENTS.	Onboard Day 1
⏰ Deferred — 60 Day Check	Good fit, wrong timing	Set reminder, re-engage
🚫 Disqualified	NEBULACODE 0 or clear miss	Tag reason. Archive.

VIEWS TO BUILD

🔥 Hot Board

Filter: NEBULACODE = 3. Sort by score desc. Kanban by pipeline stage.

📋 Priority Queue

Sort by score ascending. Table view. Ninja working queue.

📅 Follow-Up Calendar

Filter: Next Action Date is today or past. Calendar view.

🏭 By Industry

Group by Industry. Spot ICP concentration. Table view.

📋

DATABASE 02 — CROWN AUDITS

One audit per company. Linked to CROWN LEADS. Captures scoring, issues, and recommended action.

Property	Type	Purpose
Audit Name	Title	Auto: "CROWN Audit — [Company]"
Lead (Relation)	Relation → CROWN LEADS	Links this audit to the lead record
Audit Date	Date	When scored
Ninja	Person	Who ran the audit
C / R / O / W / N / M / Ou / V / E	Checkbox × 9	YES/NO for each CROWN MOVE dimension
CROWN Score	Formula	Sum of checked CROWN boxes × 10
MOVE Score	Formula	Sum of checked MOVE boxes × 10
Total Score	Formula	CROWN + MOVE (0–90)
NEBULACODE	Formula/Select	Auto-assigned from total
Top Gap #1 / #2 / #3	Text	Key findings for sales lead
Package Recommendation	Select	Auto or manual
Outreach Hook	Text	Opening line for first contact

Automation: When Audit Completed checkbox is checked → update linked Lead's CROWN MOVE Score, NEBULACODE, and Pipeline Stage in CROWN LEADS. Then trigger follow-up date assignment.

💰

DATABASE 03 — CROWN CLIENTS

Active paying clients only. Every record = money in the door.

Property	Type	Purpose
Client Name	Title	Business name
Lead (Relation)	Relation → CROWN LEADS	Where they came from
Package	Select	Foundation Film / Presence System / Commercial / Full Elevation
MRR	Number	Monthly recurring if on Presence System
Total Contract Value	Number	Total revenue from this client
Start Date	Date	Onboard date
Next Capture Day	Date	Next production session
Status	Select	Active / At Risk / Churned / Referral Candidate
NPS Score	Number	0–10 satisfaction check
Upsell Opportunity	Text	Next service to pitch

💎 Active Client Board

Kanban by status. Austyn's account management view.

📅 Capture Day Calendar

Calendar view by Next Capture Day. Production scheduling.

🎬

DATABASE 04 — CROWN PROJECTS

Production tracking for Unit 9 / Ladell. Every project being built lives here.

Property	Type	Purpose
Project Name	Title	e.g. "Foundation Film — Peak Roofing"
Client (Relation)	Relation → CROWN CLIENTS	Which client this is for
Project Type	Select	Foundation Film / Presence System / Commercial / Landing Page
Production Stage	Select	Pre-Production / Shoot Day / Editing / Review / Delivered
Assigned To	Person	Ladell / Tyler / Hansa
Shoot Date	Date	Capture day
Delivery Deadline	Date	Due to client
Deliverable Count	Number	Number of final pieces (8–15 typical)
Revision Round	Number	Track revision cycles
Status	Select	On Track / At Risk / Overdue / Complete

Ladell's Board: Filter by Assigned To = Ladell. Sort by Delivery Deadline. This is how Unit 9 manages capacity without Slack chaos.

🔄

5-STEP DATA MIGRATION PLAN

Clean before you build. Tyler runs Steps 1–3. Austyn reviews Step 4. Both execute Step 5.

📚

SECTION 13 — SALES REFERENCE LIBRARY

60-sec pitch, objection responses, package cards, mock diagnostics. Know this cold.

THE 60-SECOND PITCH — MEMORIZE THIS

Say this naturally in under 60 seconds. No slides needed. This is the entry point to every conversation.

Opening Intro

"Let me tell you how Elevate9 works."

CROWN MOVE

"We operate on something called CROWN MOVE. It's nine dimensions that determine whether a brand actually elevates — or just exists."

CROWN Side

"CROWN is the authority side — Clarity, Return, Ownership, Worth, Network. That's what we build and protect."

MOVE Side

"MOVE is activation — Message, Output, Visibility, Engagement. That's how we turn authority into momentum."

The Process

"When we start working with someone, we score all nine. We find what's weak, and we fix it with precision media."

Example 1

"Some brands need clarity — that's a Foundation Film."

Example 2

"Some need consistent presence — that's our monthly system."

Close

"It's not guesswork. It's diagnostic. That's why it works."

OBJECTION RESPONSES — KNOW THESE COLD

PACKAGE REFERENCE CARDS

🎬 Foundation Film

"Establishes who you are."

$8,000–$12,000 one-time

Fixes: Clarity, Message, Worth
Trigger: Score < 5 in C or M
Includes: Brand messaging guide, strategic positioning, Foundation Film (8–12 pieces), 3–5 social cut-downs

🔄 Presence System (MRR)

"Consistent presence that compounds."

$4,000–$7,000/month recurring

Fixes: Message, Output, Visibility, Engagement, Network
Trigger: Score < 5 in O, V, or E
Includes: Monthly capture day, strategic guidance, edited content, monthly review

📈 Commercial / Launch Video

"Drives conversions when it matters."

$15,000–$30,000 per commercial

Fixes: Return
Trigger: Score < 5 in R but strong elsewhere
Includes: 1 commercial/quarter, landing page + hosting, sales page consult, optional paid ad creative

🏆 Full Elevation

"Total brand elevation."

$10,000–$15,000/month

Fixes: All 9 dimensions
Trigger: Total < 50 or full rebuild needed
Includes: All services + quarterly CROWN MOVE audit, priority support & strategy

BUNDLE PRICING TABLE

Bundle	Price	Notes
Foundation Film only	$8,500	—
Foundation Film + Presence Starter	$9,700	—
Foundation Film + Presence Pro	$11,000	Save $500
Video + Landing Page + Presence Pro	$14,500	Save $500
Full Presence System	$17,500	Save $1,500
Monthly Hosting + Social Support	$300/mo	Add-on

STARTER

8–9

hours/month

PRO

17–18

hours/month

SYSTEM

28–30

hours/month

MOCK DIAGNOSTICS — TRAINING EXAMPLES

NINJA DAILY RHYTHM

Time	Activity	Output
9–10am	Source 3–5 new leads (Level 1). Add to CROWN LEADS. Check Notion for weekly targets.	New records in DB
10am–12pm	Audit assigned leads using CROWN MOVE lens. Score all 9 dimensions. Write specific gap notes.	Completed audit records
4–5pm	Brief sales lead. Mark Priority Queue handoffs complete. Update performance tracker. Note tomorrow's targets.	Sales lead briefed

Weekly Targets

50

Leads Sourced

30

Leads Audited

15–20

Min/Audit

10

Handoffs to Sales

🎞️

SECTION 14 — VIDEO ROUTING BY INDUSTRY

One 8K shoot. Every platform format. Industry-specific cut and distribution strategy.

The 8K Advantage: An 8K frame (7680×4320) contains a perfect 4K vertical crop for TikTok/Reels with zero quality loss. One shoot delivers every platform format. Batch export in Adobe Media Encoder.

8K ADOBE CC PRODUCTION WORKFLOW

🎥

1. CAPTURE

8K native · Log color profile

🎨

2. COLOR

Lumetri · House LUT applied

🔊

3. AUDIO

Audition mix · -14 LUFS

✂️

4. EDIT

Premiere Pro · MOGRT templates

✨

5. MOTION

After Effects · brand elements

↕️

6. REFRAME

16:9 → 9:16 → 1:1 from 8K

📦

7. EXPORT

Media Encoder · batch per platform

✅

8. QC + DELIVER

Check captions · deliver to client

PLATFORM DELIVERY SPECIFICATIONS

Platform	Resolution	Aspect	Format	Max Size	Codec
Instagram Feed	1080×1350	4:5	MP4/MOV	4GB	H.264, 3.5 Mbps
Instagram Reels	1080×1920	9:16	MP4/MOV	4GB	H.264, 3.5 Mbps
TikTok	1080×1920	9:16	MP4	2.16GB	H.264/H.265
LinkedIn	Up to 3840×2160	16:9	MP4	10GB	H.264, 10 Mbps
Facebook	1920×1080	16:9	MP4/MOV	10GB	H.264
YouTube	Up to 3840×2160	16:9	MP4/MOV	128GB	H.264/H.265

INDUSTRY-SPECIFIC VIDEO ROUTING STRATEGY

Use this after shooting the master video to decide which cuts go where. Every industry has different audiences on different platforms. Don't waste a construction client's budget on TikTok.

ADOBE CC BRAND ASSET SYSTEM

Asset	File Type	Purpose
MOGRT Templates	.mogrt	Motion graphics — lower thirds, titles, outros
Animated Brand Comps	.aep	After Effects comps — logo animations, transitions
PSD Templates	.psd	Thumbnails, social graphics, slide templates
House LUT	.cube	Color grade applied to ALL footage for brand consistency
Audition Mix Template	.sesx	Standardized audio levels and processing chain

All Adobe templates stored in shared Creative Cloud Library. Ladell and contracted editors work from the same source files. Never rebuild from scratch per project — build once, apply everywhere.

📡

SECTION 15 — SOCIAL PRESENCE SYSTEM

Platform bios, content calendar, posting times, client deliverable template.

PLATFORM BIOS — COPY-READY FOR ELEVATE9 ACCOUNTS

📸INSTAGRAM (150 chars)

Premium Video Marketing for Business Growth
📍 Waxahachie, TX | Serving All Industries
🎬 Foundation Films + Presence Systems
🔗 elevate9.io

💼LINKEDIN (220 chars)

Elevate9 creates premium video-led media that helps businesses show up clearly, build trust, and generate real results.
📍 Waxahachie, TX | Video Marketing + Digital Presence
🎬 Foundation Films | Presence Systems | Commercial Production
Contact: [email protected]

🎵TIKTOK (80 chars)

Elevate9 | Premium Video Marketing 🎬
Waxahachie, TX | elevate9.io

📘FACEBOOK (255 chars)

Elevate9 is a premium video marketing company that helps businesses scale through strategic video content. We create Foundation Films, Presence Systems, and Commercial content. 📍 Waxahachie, TX | 📞 (972) 987-1250

📍GOOGLE MY BUSINESS (750 chars)

Elevate9 is a professional video marketing company based in Waxahachie, TX, serving businesses across all industries. We specialize in Foundation Films, Social Presence Systems, and Commercial video production. Our approach is diagnostic — we score your brand using our proprietary CROWN MOVE framework across nine dimensions: Clarity, Return, Ownership, Worth, Network, Message, Output, Visibility, and Engagement.

We then create premium video content that directly addresses your specific gaps — helping your brand show up clearly, build trust, and generate real business outcomes.

Services: Foundation Film | Presence System | Commercial/Launch Video | Landing Pages | Brand Photography | Testimonial Videos

Contact: [email protected] | (972) 987-1250 | elevate9.io

7-DAY ROTATING CONTENT THEMES

Day	Theme	Content Focus	Goal
Monday	🏆 Authority	Industry expertise, insights, frameworks	Establish credibility
Tuesday	📊 Results	Client wins, ROI data, transformation stories	Prove outcomes
Wednesday	📚 Education	How-tos, tips, explanations, value-first content	Build trust
Thursday	✅ Proof	Testimonials, case studies, reviews	Social validation
Friday	📖 Story	Founder story, behind the scenes, culture	Humanize brand
Saturday	💡 Inspiration	Motivation, mindset, brand values	Community connection
Sunday	🎯 Offer	Clear CTA, services, pricing, availability	Drive conversions

BEST POSTING TIMES BY PLATFORM

Platform	Best Times	Frequency
Instagram	6–9am, 12–2pm, 7–9pm	1×/day (Reels), 3×/week (Feed)
TikTok	7–9am, 12–3pm, 7–11pm	1–2×/day
LinkedIn	7–8am, 12pm, 5–6pm (Tue–Thu)	3–5×/week
Facebook	1–4pm, 7–9pm	1×/day
YouTube	Thu–Fri, 12pm or 3–4pm	1–2×/week

VIDEO MARKETING DATA — USE IN PROPOSALS

91%

of businesses use video as a marketing tool

Wyzowl 2024

89%

of video marketers say video gives good ROI

Wyzowl 2024

73%

of consumers prefer to learn about a product through short video

HubSpot 2024

5×

LinkedIn video posts drive 5× more engagement than static content

Sprout Social 2024

CLIENT DELIVERABLE TEMPLATE — PRESENCE SYSTEM HANDOFF

Duplicate this for each client. Fill in the brackets. This is what they receive as part of their Social Presence package.

YOUR SOCIAL PRESENCE SYSTEM

Prepared by Elevate9 Inc. | [email protected] | (972) 987-1250 | elevate9.io

Client Business Name

Selected Platforms (comma-separated)

Why These Platforms (Your Reasoning)

Video Cut Plan (How master video gets distributed)

4-Week Kickoff Calendar Overview

DAY 1 ONBOARDING SCRIPT

Section	What to Say
Welcome	"Welcome to Elevate9. Let's talk about how we're going to work together."
Framework	"Everything we do runs on CROWN MOVE — our system for building authority and activating it into real momentum."
Diagnostic Review	"When we scored you during discovery, here's what we found: [Pull from their diagnostic]"
Strengths	"You're strong in [X, Y], but there are clear gaps in [Z]."
Focus	"That's where we're going to focus. Here's what we're building first: [List deliverables]"
Timeline	"Over the next 60–90 days, we'll strengthen those weak areas, and you'll start seeing clearer positioning, more consistent presence, better conversations, real business outcomes."
Process	"Our job is simple: diagnose what's missing, build the media that fixes it, and help you compound trust over time."

🤝

SECTION 16 — CLIENT WORKBOOK

Send this to every new client at signing. It sets expectations, builds trust, and runs the relationship.

WELCOME TO ELEVATE9

Elevate9 builds premium video-led media that helps your brand show up clearly, build trust, and drive genuine business outcomes.

What We Deliver	CROWN Outcome
Monthly capture session (we film content)	Output + Visibility
Strategic planning (what to say, where it goes)	Clarity + Message
Content delivery (edited, ready to publish)	Ownership + Network
Performance review (what's working)	Return + Worth

CLIENT PROJECT OVERVIEW TEMPLATE

Client Name	___________________________________
Primary Contact	___________________________________
Start Date	___________________________________
Monthly Investment	___________________________________

Services Selected:

Foundation Film Presence System (monthly) Brand Story / Founder Video Commercial / Launch Video Landing Page Hosting & Maintenance

MONTHLY CONTENT CALENDAR

Week	Content Type	Platform	Key Message	Status
Week 1
Week 2
Week 3
Week 4

WHAT SUCCESS LOOKS LIKE

🎯 Brand Awareness

More people recognize your brand
Higher brand recall
People understand what you do
Consistent presence established

🤝 Trust Building

Increased profile visits / engagement
Audience connects with founder story
Better quality conversations
Shorter sales cycles

💰 Business Outcomes

More inquiries / leads
Increased conversions
Increased profile visits
Real business outcomes

CONTENT TYPES WE CREATE

Type	Purpose (CROWN Dimension)	Examples
Brand Story	Clarity — who you are and what you stand for	Brand origin story, Mission/values video, Founder story
Authority Content	Worth — position as expert	Educational videos, Thought leadership, Industry insights
Proof Content	Return — social proof and credibility	Client testimonials, Case studies, Results stories
Commercial Content	Return — drive action and conversions	Launch videos, Paid ad creative, Sales page videos
Presence Content	Output/Network — stay top-of-mind	Short-form social, Day-in-the-life, Q&A, Behind-scenes

MONTHLY CLIENT CHECKLIST

📋 Before Capture Day

Review monthly focus and goals
Prepare specific topics or messages
Review what to wear (if on camera)
Choose location (if applicable)
Confirm capture day date and time

🎬 During Capture Day

Arrive on time / be ready
Relax and be yourself
Trust the process
Cover planned topics
Add any spontaneous ideas

✅ After Capture

Approve / provide feedback
Publish content on schedule
Engage with comments/responses
Attend monthly check-in
Review performance

CLIENT FAQ

How long before I see results?

Trust builds over time. Expect 60–90 days to see meaningful momentum.

How much content do I get per month?

Varies by package, typically 8–15 pieces of content (mix of short and long-form).

Do I need to be on camera?

For founder-led content, yes. We guide you through it and make it natural.

What happens if I don't like something?

We include revisions. We don't consider it done until you're happy.

Can I use the content however I want?

Yes, you own all content we create for you.

What if I want to pause or cancel?

30-day notice required. No long-term contracts.

How often do we capture content?

Once per month (typically 2–4 hours per session).

What if I need to reschedule?

Let us know 48 hours in advance and we'll find a new time.

CONTENT APPROVAL PROCESS

1️⃣

First Draft

We deliver initial content for review. Review within 48 hours. Provide specific feedback.

2️⃣

Revisions

We make requested changes. Second review if needed. Be specific — not "change everything" but "make the intro shorter."

3️⃣

Final Approval

You approve for publishing. We schedule or post. Trust the process — we know what works.

🥷

SECTION 17 — GROWTHREACH NINJA TRAINING

Complete Level 1, 2, and 3 training. You're frontline revenue enablement — not support.

YOUR ROLE

You are a Growthreach Ninja. Your job is to feed the sales team with qualified, scored, and prepped leads. You don't sell. You diagnose, score, and prepare. Your output determines sales team success.

Level 1

Lead Sourcing & Verification

Patricia

Level 2

Audit & CROWN MOVE Scoring

Roman

Level 3

Outreach Prep & Handoff

Advanced

LEVEL 1 WORKFLOW — LEAD SOURCING

Daily target: 10–15 leads sourced. Time target: 5–10 minutes per lead.

Step	Action	Fields to Fill	Quality Check
1	Find the lead (business card, list, referral)	—	Source is legitimate
2	Open Lead Import sheet	—	—
3	Fill in basic info (columns A–L)	Lead ID (L0XX), Company, Contact, Phone, Email, Industry, Website, Lead Source, Notes, Owner	All fields complete
4	Set status to "Fresh Import"	Status column	Not left blank
5	Quick verify: Call the number, visit the website	—	Phone works, website exists

LEVEL 2 WORKFLOW — CROWN MOVE SCORING GUIDE

Daily target: 6–8 leads fully audited. Time target: 15–20 minutes per lead. Research first — visit website, check social, read Google reviews.

Dimension	Question	0–3 (Weak)	4–6 (Decent)	7–10 (Strong)
C — Clarity	Can you understand their business in 5 seconds?	Confusing, unclear what they do	Somewhat clear, needs work	Crystal clear value prop
R — Return	Evidence of conversions?	No conversions visible	Some leads/inquiries	Strong sales evidence
O — Ownership	Do they own their channels?	No owned channels (ads only)	Some owned content	Full channel ownership
W — Worth	What's their reputation?	Unknown, no reputation	Some authority/trust	Strong brand equity
N — Network	How's their reach?	No reach, invisible	Some local presence	Strong distribution
M — Message	Is messaging clear and consistent?	Generic, unclear messaging	Somewhat clear, needs work	Strong, clear POV
O — Output	Do they post consistently?	Rarely/never posts	Sporadic content	Consistent output
V — Visibility	Are they findable?	Not findable	Some visibility	Highly visible
E — Engagement	Do people interact?	Dead, no interaction	Some engagement	Active community

NINJA RESPONSIBILITY MATRIX

Stage	Level	Action	Deliverable	Goes To	Time
1. Source	Level 1	Gather raw contacts	Clean contact record	Lead Import (A–L)	5–10 min
2. Verify	Level 1	Verify phone, email, website	Confirmed contact info	Lead Import (D–G)	3–5 min
3. Research	Level 2	Review website, social, GMB	Initial observations	Lead Import (L)	10–15 min
4. Audit	Level 2	Score CROWN MOVE dimensions	Preliminary scores	Lead Import (M–U)	15–20 min
5. Frame	Level 2	Identify key gaps and opportunities	Opportunity notes	Lead Import (L)	5–10 min
6. Handoff	Level 3	Prep for sales with context	Qualified lead package	Priority Queue	5 min
7. Follow	Level 3	Support outreach sequences	Tracked engagement	CRM Export	Ongoing

READING THE SYSTEM — SCORING OUTCOMES

0–29 / 90

HIGH PRIORITY

Critical gaps. Call first. Multiple major dimensions failing.

Package: Foundation Film → Full Elevation

30–59 / 90

MEDIUM PRIORITY

Moderate gaps. Strong candidate for specific packages.

Package: Depends on weak dimensions

60–90 / 90

LOW PRIORITY

Minor gaps only. Call last or for specialized services.

Package: Presence System or optimize

PACKAGE MAPPING BY GAP

🎬 Foundation Film → weak Clarity / Message

📡 Presence System → weak Output / Visibility / Engagement

🎯 Commercial → weak Return

⚡ Full Elevation → multiple major gaps

DAILY NINJA RHYTHM

Time Block	Activity
Morning (9–10am)	Source 3–5 new leads (Level 1). Add to Lead Import.
Mid-morning (10am–12pm)	Audit/score 2–4 leads (Level 2). Update Batch Audit if doing multiple.
Afternoon (1–3pm)	Continue audits. Brief sales on completed leads.
End of day (4–5pm)	Update Ninja Workflow performance tracker. Check Dashboard to see impact. Note tomorrow's targets.

QUALITY STANDARDS — EVERY HANDOFF MUST HAVE:

All 9 CROWN MOVE scores filled Notes explain the scores clearly Key gaps identified Opportunity framed for sales Verified contact info Correct industry tag Accurate status in Lead Import Priority Queue marked as handed off

COMMON MISTAKES TO AVOID

❌ Scoring too high — Be honest. Most leads have gaps. Everyone gets 8–10 is not real data.

❌ Skipping research — Actually visit the site, check reviews. Vague notes ("needs work") waste sales team time.

❌ Rushing to hit numbers — Quality scores = quality sales. Take your time. Quality over quantity.

❌ Vague notes — Be specific: "website loads slowly, no clear CTA, messaging unclear" not "needs work".

YOUR IMPACT — CHECK DASHBOARD DAILY TO SEE:

📊 Leads you've sourced this week

📊 Leads you've audited

📊 Handoffs to sales

📊 Average scores

📊 How quickly leads close

📊 How good their conversations are

You're not support. You're frontline revenue enablement.

🎬

SECTION 18 — VIDEO TUTORIAL SCRIPTS

5 screen-share training videos. Record these once, train the team forever.

📋

VIDEO 1

System Overview

5 min

➕

VIDEO 2

Adding a Lead

7 min · Ninja L1

⭐

VIDEO 3

Scoring a Lead

15 min · Ninja L2

📞

VIDEO 4

Priority Queue

10 min · Sales

📊

VIDEO 5

Dashboard & CRM

5 min

← Select a video above to see the script

🚀

SECTION 19 — EXECUTION CHECKLIST & LAUNCH PLAN

3-week system launch. Check each box. Nothing deploys without this complete.

📅 WEEK 1 — SETUP & TRAINING

Sales Lead: Review entire START HERE sheet Sales Lead: Read Quick Reference (memorize CROWN MOVE) Sales Lead: Practice 60-Second Pitch 10 times Ninja Level 1: Read Ninja Training guide Ninja Level 2: Read Ninja Training guide Ninja Level 1: Practice adding 3 test leads Ninja Level 2: Audit and score all 10 leads IT/Admin: Save backup copy to cloud storage IT/Admin: Ensure everyone has Excel access Team: Schedule 1-hour training call Production Lead: Watch Video Tutorial Script

📅 WEEK 2 — PILOT RUN

System is ready. Follow this checklist to go live.

Sales Lead: Call top 5 from Priority Queue Ninja Level 2: Score 3 test leads using CROWN MOVE Track: How many leads scored, called, meetings booked Sales Lead: Use Outreach Generator for at least 3 leads Team: Daily standup to discuss system usage End of week: Check Dashboard for metrics Weekly: CRM sync / export

📅 WEEK 3 — FULL DEPLOYMENT

Sales Lead: Call 10–15 leads/day from Priority Queue Ninja Level 1: Scale to 50 leads/week sourcing Ninja Level 2: Scale to 30 leads/week auditing Daily: Ninjas update Lead Import Daily: Sales marks Priority Queue as called Weekly: Review Dashboard on Friday Weekly: Export CRM Export to actual CRM Weekly: Team review of closed deals from CROWN MOVE leads Team meeting: What's working? What needs adjustment?

🔁 ONGOING SYSTEM MAINTENANCE

Cadence	Action	Owner
Daily	Ninjas update Lead Import	Ninja L1/L2
Daily	Sales marks Priority Queue as called	Sales Lead
Weekly	Review Dashboard on Friday	Sales Lead
Weekly	CRM sync / export	IT/Admin
Weekly	Team review of closed deals	Full Team
Monthly	Update pricing in Pricing Structure if offerings change	Sales Lead
Monthly	Review Ninja Workflow performance	Team Lead
Monthly	Refine CROWN MOVE scoring based on what closes	Sales Lead
Quarterly	Update service packages if offerings change	Leadership
Quarterly	Re-train team on any new processes	Team Lead

📈 SUCCESS METRICS TO TRACK

Metric	What It Tells You
Leads/week sourced	Pipeline input velocity
Leads/week audited	Qualification throughput
Avg CROWN MOVE score	Lead pool quality baseline
Time from lead import → first call	Ninja-to-Sales handoff speed
High priority leads → meetings booked %	Conversion quality of your top leads
Medium priority → meetings booked %	Middle-tier conversion performance
Deals closed by recommended package	CROWN MOVE diagnostic accuracy
Revenue generated from CROWN MOVE leads	System ROI
Time from first call → close	Sales cycle length

🔧 TROUBLESHOOTING

Issue: Priority Queue not sorting correctly

Fix: Select data → Data tab → Sort by Total Score ascending

Issue: Charts not updating

Fix: Right-click chart → Refresh Data

Issue: Formulas not calculating

Fix: Make sure Excel calculation is set to "Automatic" (Formulas tab)

Issue: CRM Export CSV has formatting issues

Fix: Save As → CSV UTF-8

Issue: Ninja performance tracking showing wrong numbers

Fix: Check date ranges in formulas, adjust if needed

💰

$100K/MONTH LIVE DASHBOARD

Slide to model your path to $100K -- everything calculates live

Monthly Revenue

$0

0% of $100K goal

Monthly Recurring (MRR)

$0

MRR ratio: 0% -- Target: 60%+

Net Profit

$0

Margin: 0% -- Target: 45%+

Revenue Inputs

Presence System Clients (MRR)

0

x $5,000/mo = $0

MRR Price Per Client ($/mo)

Foundation Films Per Month

0

x $10,000 avg = $0

Film Price Average ($)

Commercials Per Month

0

x $20,000 avg = $0

Commercial Price Average ($)

MRR Build Timeline

90-Day Sprint Tracker

Days 1-30: Fill Pipeline

Score 30 leads/week. Call top 5 from Queue daily.

Films Closed (Target: 4)

$0 Revenue

Days 31-60: Convert to MRR

Upsell film clients to Presence System.

MRR Clients Added (Target: 4)

$0/mo MRR

Days 61-90: Lock the Machine

Every film close triggers 30-day upsell sequence.

Target: 8 MRR + 4 films

$0

Projected Month 3 Revenue

The One Number: MRR / Total Revenue

0%

Below 30% -- Starting from zero every month

📊

P&L MODEL -- EDITABLE INPUTS

Adjust every number -- net profit and margin calculate live

Revenue

MRR Clients

MRR Price Per Client ($/mo)

Foundation Films This Month

Avg Film Price ($)

Commercials This Month

Avg Commercial Price ($)

Total Revenue

$100,000

Team (incl. $500 health ins. each)

Austyn (Base)

Ladell (Base)

Editor (Base)

Presence Manager

Sales Support

Client Success

Health Insurance Total

Overhead

Adobe CC (6 seats)

CRM / Cloud

Gear Maintenance

Lead Gen / Outreach

Misc (Legal, Office)

Total Expenses

$38,500

Revenue

$100,000

Expenses

$38,500

Net Profit

$61,500

Margin

61%

Above target (45%+)

What Changes at $100K

Austyn + Ladell to $10K/mo each

Same risk, same equity, same pay. Both move at the same time.

Second Sales Hire

Double pipeline capacity. Austyn focuses on closes and client relationships.

Owned Production Gear

Reduce rentals. Own the studio. Cut per-project costs at scale.

Paid Acquisition

Foundation Films as lead magnet through targeted video ads.

🥷

NINJA OPS -- DAILY RHYTHM + WEEKLY TARGETS

Accountability system for all three Ninja levels

Daily Rhythm

Morning (9-10 AM)

Source 3-5 new leads (Level 1)
Add to Lead Import system
Check Ninja Workflow for weekly targets
Brief Level 2 on audit queue

Mid-Morning (10 AM-12 PM)

Level 2: Run CROWN MOVE audits
Update Batch Audit for multiple leads
Research websites and social profiles
Write specific, detailed opportunity notes

End of Day (4-5 PM)

Brief Sales Lead on Priority Queue
Mark handoffs complete
Update performance tracker
Set tomorrow targets

Level Responsibilities

Level	Title	CROWN MOVE Focus	Responsibilities
LVL 1	Lead Sourcing	N - Network	Gather raw contacts, verify data, complete records
LVL 2	Audit and Frame	C, M, W	Review websites, identify clarity gaps, CROWN MOVE scoring, gap analysis
LVL 3	Prepped Outreach	V, E	Deploy strategic outreach, initial contact, follow-up support

Weekly Performance Tracker

Week Of

Leads Sourced (Target: 50)

Leads Audited (Target: 30)

Handoffs to Sales (Target: 10)

Sourced

0 / 50

Audited

0 / 30

Handoffs

0 / 10

Quality Checkpoint -- Every Handoff Must Have

Common Mistakes -- Never Do These

Scoring too high -- everyone gets 8-10

Skipping research before scoring

Vague notes -- "needs work" means nothing

Rushing to hit numbers over quality

🎯

CLIENT ONBOARDING + CONTENT CALENDAR

Day 1 script, monthly calendar, approval process, FAQ

Day 1 Onboarding Script

Welcome

"Welcome to Elevate9. Let's talk about how we're going to work together."

Framework

"Everything we do runs on CROWN MOVE -- our system for building authority and activating it into real momentum."

Diagnostic Review

"When we scored you during discovery, here's what we found: [Pull from their scorecard]"

Focus and Timeline

"Over 60-90 days, we strengthen your weak areas. Diagnose what's missing, build the media that fixes it, compound trust over time."

Day 1 Checklist

Monthly Content Calendar

Client Name

Month

Monthly Focus

Capture Day

Week	Theme	Platform	Key Message	Status
Week 1
Week 2
Week 3
Week 4

Content Approval Process

STEP 1 -- First Draft

We deliver initial content for review in your client folder.

STEP 2 -- Revisions

Review within 48 hours. Give specific feedback. We revise. Second review if needed.

STEP 3 -- Final Approval

You approve, we schedule or post. Content goes live on the agreed date.

Client FAQ

Question	Answer
How often do we capture?	Once per month -- typically 2-4 hours on your capture day.
How much content do I get?	8-15 pieces per month, mix of short and long-form (varies by package).
Do I need to be on camera?	For founder-led content, yes. We guide you through it and make it natural.
How long before I see results?	Trust builds over time. Expect meaningful momentum at 60-90 days.
What if I don't like something?	We include revisions. We don't consider it done until you're happy.
Do I own the content?	Yes -- 100% yours to use however you want.
What if I need to reschedule?	48 hours notice and we'll find a new time.
Cancel or pause?	30-day notice required. No long-term contracts.

📱

LINKEDIN NURTURE PIPELINE

Identify, engage, and convert high-value leads into Elevate9 clients -- built for $8,500+ deals

Active Stage Tracker

Stage 1

NAB Review

Stage 2

Connect

Stage 3

Engaged

Stage 4

Deepen

Stage 5

Close

Stage 6

Post-Close

Stage 1 -- NAB for Review

Objective

Review high-potential leads tagged LinkedIn + Nurture from the CRM. Determine if they are worth pursuing for an Elevate9 engagement before investing time on outreach.

Qualification Filter

20+ employees (budget capacity)
Decision-maker identified (owner, VP, GM)
Active LinkedIn presence (posts in last 30 days)
Industry with video ROI: construction, HVAC, legal, finance, med
No recent Elevate9 contact history

Stage 1 Checklist

If They Don't Qualify

Delete from LinkedIn pipeline. Log reason in CRM. Move on. Every hour spent on a wrong lead is an hour stolen from a right one. Excellence beats volume.

Dimension	What You're Probing	Natural Question to Ask
C -- Clarity	Do they know their brand story?	"How do you usually explain what makes you different to new clients?"
R -- Reach	Are they actively trying to grow?	"What's been your main channel for new business lately?"
O -- Offer	Is their offer positioned well?	"What does a typical new client engagement look like for you?"
V -- Video	What's their current video situation?	"Are you doing anything on video or social content right now?"
E -- Engagement	How active are their existing followers?	"How's the engagement been on the content you've put out?"

Pipeline KPIs -- Track Weekly

Connect Accept Rate

% (Target: 40%+)

Reply Rate

% (Target: 25%+)

Connect to Discovery

% (Target: 15%+)

Discovery to Close

% (Target: 50%+)

Elevate9 LinkedIn Rules

Batch Your Activity

Connection requests 9-10 AM. Message responses 12-1 PM. Content engagement 4-5 PM. Never open LinkedIn without a specific purpose.

Template + Customize

Start from a proven template, swap in 3 specific details per message. Personalization signals research. Research signals respect.

CROWN MOVE in the Background

Every DM conversation is a live audit. Score them mentally across all 9 dimensions as you learn more. By discovery, you already know the gaps.

Excellence Beats Volume

10 well-researched prospects beats 100 spray-and-pray connects. Every time. You are not a volume salesperson. You are a diagnostic expert.

📸

INSTAGRAM LEAD PIPELINE

Turn casual engagement into qualified Elevate9 prospects -- stupid simple, zero wasted effort

Who This Pipeline Is For

🏗️

Construction + Trades

🍽️

Restaurants + Caterers

💆

Wellness + Fitness

🎯

Event + Venue

📸

Creative Services

🏠

Home + Lifestyle

💎

Luxury + Boutique

⚕️

Med + Aesthetic

The 3-Stage Process

Stage 1 -- 15 Min Every Morning

Collect the Signals

What to check

Story replies (screenshot -- they disappear)
Comments on recent posts
DMs from new accounts
Mentions and tags

Business signals to flag

Bio mentions company / role / owner
Profile links to business website
Posts show crew, jobs, or events
Location matches DFW service area

Pipedrive entry (if qualified)

Add as new lead
Source: "Instagram Engagement"
Quick note: what they engaged with
Status: IG Lead -- Initial Contact

Stage 2 -- Throughout the Day

Simple Conversation Flow

First reply -- keep it casual

Thank them for the engagement
Ask one simple follow-up question
Never pitch in message 1
Match their energy and tone

Qualify in 2-3 messages max

Do they own or run a business?
Do they invest in content or marketing?
Are they growing or trying to grow?
Could video solve a real problem for them?

Contact capture

Offer something worth an email
"I can send you our portfolio -- what's your email?"
Update Pipedrive: IG Lead -- Contact Captured

Stage 3 -- Once Email is Captured

Move to Normal Sales Process

Follow-up email

Reference the IG conversation specifically
Include what you promised (portfolio, reel, etc.)
Suggest a clear next step
Keep it under 5 sentences

Pipedrive update

Move to CROWN MOVE discovery stage
Add any budget signals found in DMs
Set follow-up task within 48 hours
Log IG username in contact custom field

Keep the IG relationship warm

Still engage with their posts
Occasional DM with relevant content
IG relationship accelerates email trust

Conversation Starters -- Elevate9 Style

For Visual / Product Businesses

"Thanks for the love! This one has been blowing up. Do you ever need content like this for your own business or events?"

"Appreciate it! Are you looking for personal use or do you run something where this could be useful?"

"We actually do a lot of brand work for businesses in [industry]. Is that in your world at all?"

For Service Businesses

"Thanks for checking us out! Do you ever need video content for your business or is this more personal interest?"

"Appreciate the comment! We work a lot with [industry] businesses -- is that your space?"

"We shoot a lot of before/after and crew content for trades and service companies. Any chance that's relevant for you?"

5-Minute Qualification Checklist

Pipedrive Setup -- Custom Fields to Add

Contact Fields

Instagram Username
Engagement Type
Bio Notes

Pipeline Stages

IG Lead -- Initial Contact
IG Lead -- Contact Captured
IG Lead -- Qualified
CROWN MOVE Discovery

Activity Types

IG Engagement
IG Info Request
IG to Email Transition
CROWN MOVE Audit

IG Pipeline KPIs -- Track Weekly

IG Leads to Pipedrive

per week (Target: 5+)

Email Capture Rate

% (Target: 30%+)

Qualified Opportunities

% (Target: 20%+)

IG Originated Deals

closed this month

Elevate9 Instagram Rules

Casual Starts, Premium Ends

Someone says "Yooo this is fire" and means it -- that is a real lead. Match their energy first. The premium conversation comes later, after trust is built.

Screenshot Story Replies Immediately

Story replies disappear. If someone responds to your story with business potential, screenshot it and log it before you do anything else.

Batch 2-3x Per Day

Morning sweep (signal collection). Midday replies. End of day Pipedrive updates. Never let Instagram pull you in randomly -- it kills your focus blocks.

Only Move Qualified Leads to Pipedrive

Not every follower is a prospect. If there is no business signal after 2-3 messages, enjoy the engagement and move on. CRM is for real pipeline, not fans.

📋

MOSY DATA INTAKE FORM

Marketing · Operations · Sales · Yield -- complete before every strategy handoff

Company Info

Company Name

Contact Name

Phone Number

Email

Website

Social Media Links

M

Marketing

Brand consistency, ads, social presence

Score: --

Do they have a website?

Brand consistency (1-5)

Running any paid ads?

Social media activity

Notes on logo, visuals, brand messaging, and social observations

O

Operations

Business structure, team, tools, systems

Score: --

Business type

Years in business

Team size (estimate)

Using CRM or booking tools?

Notes on service structure, packages, or operational systems

S

Sales

Lead sources, outreach, pipeline, ICP

Score: --

Primary lead sources

Outreach approach

Estimated monthly leads

ICP clarity

Notes on missing sales infrastructure and target audience observations

Y

Yield

Revenue, pricing, market opportunity, upsell potential

Score: --

Estimated annual revenue

High-ticket potential?

Digital presence helping sales?

Main service price points

Notes on market opportunity and upsell potential

MOSY Score Summary

M

--

/ 12

O

--

/ 10

S

--

/ 12

Y

--

/ 10

Total

--

/ 44

Final Handoff Checklist

Strategy Notes for Handoff

Copy this into Pipedrive notes or CRM

🔁

FOLLOW-UP UNTIL IT'S NO LONGER FEASIBLE

Stage timelines, move triggers, archive rules, and nurture return limits -- no lead left behind, no time wasted

Stage Time Limits -- Know When to Move

Needs Nurturing

30-45 days max

Send regular follow-ups and value-driven content. Keep it warm. This is relationship-building time, not closing time.

Move Forward If

Engages with content or messages
Asks a question about your offer
Mentions timing is improving
Requests a meeting or call

Possible Fit, Needs Time

30-60 days max

They're interested but not ready. Give them space with periodic check-ins. No pressure -- just presence.

Re-engage or Archive If

No movement after 30-60 days
Consistently defers without reason
Stops opening messages entirely

Open to Discussion

15-30 days max

Active conversation happening. This window is short -- you have attention. Use it. If no progress after 30 days, move them back to Nurturing or archive.

Move Forward If

Discussion becomes a meeting request
They share internal timeline or budget
Decision-maker is now involved

Checking Internal

14-30 days max

They're discussing it internally. Your job now is to stay visible without being annoying. One check-in per week max. Make it easy to say yes.

Follow Up or Archive If

No update after 30 days
Contact goes silent despite check-ins
Internal reviewer never introduced

Nurture Return Tracker -- 3 Attempts Max

Return 1

First Re-Nurture

When

After 30-45 days of initial engagement if lead isn't ready but shows real potential.

How to Approach

Personalized content. Reference what they said last time. Show you remembered. Build rapport, not pipeline pressure.

Return 2

Second Re-Nurture

When

After 30-45 more days of nurturing if engagement stalls again. This is your second chance -- treat it differently.

How to Approach

Try a different angle. Direct offer, new case study, or video. If they remain hesitant -- prepare to archive after this round.

Return 3 -- Final

Last Attempt

When

After minimal progress in round 2. One final 30-day window. Make it count -- and make it honest.

How to Approach

Be direct. "I want to check in one last time before I close the loop on our end." If still nothing -- archive with no guilt.

Archive Rules -- When to Let Go

Archive Immediately

Lead says no directly -- respect it and move on
Lead is clearly unqualified (budget, authority, fit)
Lead becomes hostile or disrespectful

Archive After Attempts

No response after 3-5 attempts over 30-60 days
Stuck in same stage 60+ days with zero engagement
Completed all 3 nurture returns with no movement

Never Re-Nurture If

They gave an explicit no -- ever
Completed 3 nurture returns with zero engagement
New info shows they were never truly qualified

Archive Does Not Mean Dead Forever

Business circumstances change. Tag archived leads with reason. Review archived list quarterly. A "no" in Q1 can become a "yes" in Q3.

Lead Stage Timer -- Track Your Pipeline in Real Time

Lead Name

Current Stage

Nurture Return #

Days In Stage

Follow-Up Attempts

Fill in the fields above to get a stage recommendation

Follow-Up Message Framework -- By Attempt Number

The Elevate9 Follow-Up Philosophy

Every follow-up should add value, not just chase a response. Send a relevant case study. Reference something happening in their industry. Share your latest work. Give them a reason to reply that isn't just "are you ready yet?"

Intention beats momentum. A well-timed, personalized follow-up after 3 weeks of silence outperforms 7 generic check-in messages in a row. Quality of contact matters more than frequency of contact.

👑

CROWN MOVE DEEP DIAGNOSTIC

Full 0-10 scoring per dimension · Auto-package recommendation · Service mapping · 60-Second pitch · Mock practice

Prospect Info

Company

Contact

Industry

Date

Score

Service Map

60-Sec Pitch

Mock Scenarios

👑 CROWN — Authority

0 / 50

C Clarity

Do people immediately understand who you are and what you do?

R Return

Does their presence drive business outcomes? (leads, conversions, revenue)

O Ownership

Do they own their channels and narrative, or depend on rented platforms?

W Worth

What is the brand's equity and authority level? Does it look worth what it charges?

N Network

How is their reach and relationships? Followers, partnerships, local presence?

⚡ MOVE — Activation

0 / 40

M Message

Is their communication clear and consistent across every platform?

O Output

Are they producing tangible media consistently? Or is the last post 8 months ago?

V Visibility

Are the right people actually seeing this brand? Google, maps, social discoverability?

E Engagement

Do people respond and interact? Community activity, not just follower count.

0

Total / 90

0

Crown/50

0

Move/40

0% of 90

Recommended Package

Score to unlock

Gap Analysis — Dimension Bars

Weakest Areas (primary fix)

Strongest Areas and sales angle

Copy to Pipedrive / CRM

Every Service Maps to Specific CROWN MOVE Dimensions

Service	Dimensions Fixed	What It Solves	Price Range	Recommend When
Foundation Film	C · M · W	Clarity + Message + Worth. Establishes who you are and what you stand for in a single authoritative piece.	$8K–$12K	Score <5 in Clarity or Message
Presence System (MRR)	M · O · V · E · N	Output + Visibility + Engagement + Network. Consistent media presence that builds authority over time.	$4K–$7K/mo	Score <5 in Output, Visibility, or Engagement
Commercial / Launch Video	R	Return. Drives direct conversions when authority is already established. Highest-leverage single piece.	$15K–$30K	Score <5 in Return, strong in other areas
Landing Page	C · R · V	Clarity + Return + Visibility. Clear entry point that converts traffic into leads or bookings.	$3,500	Weak web presence, no clear CTA
Hosting & Maintenance	O	Ownership. Client controls their infrastructure. Not dependent on platforms they don't own.	$200/mo	Needs ongoing technical support
Brand Photography	M · V · W	Message + Visibility + Worth. Visual authority that makes the brand look worth what it charges.	$2K–$5K	Weak visual presence, stock photo dependency
Testimonial / Case Study Video	W · R	Worth + Return. Social proof that builds trust and drives conversions simultaneously.	$3K–$5K	No social proof, no credibility content

4 Packages — Full Pricing

Package 1

Foundation

$8,000 – $12,000

Covers: C · M · W

1 Foundation Film
3-5 social cut-downs
Brand messaging guide
Strategic consultation

Best for: Brands with no clarity or inconsistent messaging.

Package 2

Presence System

$4,000 – $7,000/mo

Covers: M · O · V · E · N

Monthly capture day
8-12 content pieces
Strategy guidance
Monthly review

Best for: Brands needing consistent visibility and trust.

Package 3

Conversion Layer

$15,000 – $30,000

Covers: R

1 Commercial or Launch video
Sales page consultation
Optional ad creative
Conversion strategy

Best for: Brands ready to activate. Score <5 in Return.

Package 4

Full Elevation

$10,000 – $15,000/mo

Covers: All 9 Dimensions

Foundation Film
Presence System (monthly)
1 Commercial per quarter
Landing page + hosting
Quarterly audits

Best for: Long-term dominance. Score <50 overall.

How to Use Service Mapping in Sales

"You scored a 3 in Clarity and Message. That tells me the Foundation Film is the right first move — it solves exactly those two gaps."

"You have strong Clarity but weak Output. That means you know your story — you just aren't telling it consistently. That is the Presence System."

"You have visibility but no Return. Traffic isn't converting. That means one well-produced Commercial changes the math completely."

The 60-Second Pitch — Memorize This

Say this naturally in under 60 seconds. No notes. No reading.

Section	What To Say
Opening	"Let me tell you how Elevate9 works."
Intro	"You operate on something called CROWN MOVE. It's how we diagnose and fix your business's video and content presence."
CROWN	"CROWN is the authority side — Clarity, Return, Ownership, Worth, Network. These are the things that make people trust you and see you as worth the investment."
MOVE	"MOVE is activation — Message, Output, Visibility, Engagement. This is how you actually create momentum. Showing up consistently, reaching the right people, getting them to respond."
Process	"When we start working with someone, we score all nine dimensions — 0 to 10 — and find out exactly where the gaps are. Then we recommend only what actually closes those gaps."
Example 1	"Some brands need clarity — that's a Foundation Film."
Example 2	"Some need consistent presence — that's the Presence System."
Example 3	"Some need conversion — that's a Commercial."
Close	"It's not guesswork. It's diagnosis, then execution."
Tagline	"CROWN builds authority. MOVE creates momentum. You need both."

Practice Log

Date

Time (seconds)

Natural?

Who you practiced with

Notes

Practice Scenarios

Networking Event

Someone asks: "So what does Elevate9 do?" Give the 60-second pitch, then handle: "Interesting, but what's the ROI?"

Discovery Call Opening

Client says: "Tell me about your approach." Give the pitch, then answer: "How is this different from a regular video company?"

Referral Introduction

Partner says: "Explain to my colleague what you do." Give the pitch. Keep it under 45 seconds for a referral context.

30-Second Conference Version

Passerby at event: "What's your service?" Condense the pitch to the 3 most essential lines. Which ones do you keep?