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Business Builders - Team Quarterly

The Next
Business Builders

From sequential handoffs to parallel execution

April 20, 2026
Why we're changing
"The thing clients pay us for isn't the deliverables - it's the strategic brain guiding the decisions."

AI can produce the deliverables. It can't replace the relationship, the judgment, or the understanding of a client's business that comes from sitting across from them every month. Our structure needs to protect and elevate that strategic layer.

The diagnosis

What Changes and Why

CURRENT: SEQUENTIAL HANDOFFS

  • 4-person pods, work flows in sequence
  • Each role waits on the previous one
  • Client context degrades at each handoff
  • AI adopted individually, not as a team
  • PM role becomes overhead in AI world
  • Weeks between client input and delivery

NEW: PARALLEL EXECUTION

  • 2-person teams, work happens simultaneously
  • Both people in the client meeting
  • Zero handoff - same brain, same room
  • AI is the third team member in the sprint
  • No PM layer - strategist directs production
  • Hours between client input and delivery
The new model

Two People. One Brain.
Zero Handoffs.

One person leads the client relationship and strategy. The other person is in the same meeting, hears the same conversation, and produces deliverables immediately - while the context is still fresh.

Think of it this way: instead of a relay race where each person runs their leg and passes the baton, we're running side by side. The strategist says "here's what the client needs" and the execution partner builds it right there.
The structure

The Team Map

Vision & Growth
Jay Owen
CEO
Sales, speaking, community, 3-5 key accounts
Chris Webster
President
Sales, blueprints, fractional CMO, mentors Strategists
Hope
Executive Coordinator
Jay's chief of staff, follow-through, community & speaking
Client Strategy & Execution

Team Alpha 10-12 accounts

Autumn Growth Strategist
Jackie Execution Partner

Team Bravo 10-12 accounts

Mary Growth Strategist
Natalie Execution Partner

Scale Accounts 3-5 accounts

Chris Webster Strategist
Jared Execution Partner
Technical Infrastructure
Chris Wright
Technical Director
Patrick
Nearshore WP
Shah
Offshore Dev
Operations & Admin
Brandon
Operations Director
Stacy
Office Admin
Carol / Daniel
Contractors
Client teams

Three Teams, One Model

Every team follows the same sprint rhythm. Strategist owns the relationship and directs production. Execution Partner is in every meeting and produces all deliverables using AI.

Team Alpha 10-12 accounts

Autumn Growth Strategist
Jackie Execution Partner

Team Bravo 10-12 accounts

Mary Growth Strategist
Natalie Execution Partner

Scale Accounts 3-5 accounts

Chris Webster Strategist
Jared Execution Partner
Total coverage: 23-29 partnerships - handles the current 25 with room to grow value per client.
The rhythm

The Sprint Model

1
Prep
30 min before
Strategist + Partner review data, pull reports, prep agenda using AI
2
Meet
60 min
Strategist leads. Partner is in the room absorbing context firsthand
3
Execute
60-90 min after
Both people + AI produce every deliverable while context is fresh
4
Ship
Same week
Partner finalizes, schedules, delivers. Strategist moves to next client

~3 hours per sprint cycle. What used to take a week happens in an afternoon.

Support structure

The Machine Behind the Teams

Chris Wright
Technical Director
  • ~300 hosting & maintenance accounts
  • AI systems architect - builds workflows that make Execution Partners faster
  • AI Solutions delivery - blueprints & builds
  • Manages Patrick and Shah
Brandon Lowe
Operations Director
  • Process design & sprint framework
  • Capacity tracking across all teams
  • Contractor management (Carol, Daniel)
  • Weekly financial snapshot to Jay
  • Tool procurement & AI adoption tracking
Does not
  • Sit in client sprints
  • Manage individual deliverables
  • Act as backup PM
Hope
Executive Coordinator
  • Jay's chief of staff - catches what leadership starts
  • Speaking & community logistics
  • Sponsorship follow-through
  • Scale account coordination
  • Blueprint & onboarding logistics
What we sell — step 1

The Blueprint

Every client starts with a Blueprint. It's the entry point — test the relationship, get messaging clarity, and build the strategic foundation.

Messaging Blueprint

$2,500
~1 hour session
  • ✓ StoryBrand BrandScript
  • ✓ One-Liner
  • ✓ Explanatory paragraph
  • ✓ PEACE Sound Bites

Entry point - test the relationship

Growth Blueprint

$7,500
~3 hour session
  • Everything in Messaging, plus:
  • ✓ AI-designed homepage concept
  • ✓ Homepage copy
  • ✓ Marketing audit
  • ✓ 12-month marketing plan
  • ✓ Lead-generating PDF outline
  • ✓ Email nurture sequence (5 emails)
  • ✓ Content multiplication plan

Primary conversion point

Premier Blueprint

$13,500
8 hours / 2 sessions
  • Everything in Growth, times two:
  • ✓ 2 BrandScripts + one-liners
  • ✓ 2 homepage concepts + copy
  • ✓ Full marketing plan for both brands
  • ✓ HubSpot setup included

Multi-brand or complex orgs

What we sell — step 2

Growth Partnership

Every client gets the Foundation base. Higher tiers unlock add-ons from the menu. Client picks the tier — team picks the tactics.

Foundation

$3,500/mo
$42K/yr · 12-month agreement

Strategy

  • ✓ Monthly report
  • ✓ Quarterly review
  • ✓ CRM setup (HubSpot or GoHighLevel)

Content & Social

  • ✓ 4 social posts/mo
  • ✓ 1 blog post/mo
  • ✓ 1 email campaign/mo

SEO & Website

  • ✓ SEO fundamentals
  • ✓ Google Business Profile
  • ✓ Starter website (months 1-3)
  • ✓ Hosting included
  • ✓ Monthly updates
The complete marketing foundation

Growth

$6,000/mo
$72K/yr · 12-month agreement
↳ Everything in Foundation, plus:

Upgraded Automatically

  • ✓ 60-minute monthly strategy call
  • ✓ Monthly reporting + insights
  • ✓ Quarterly business review
  • ✓ Full SEO program
  • ✓ Google Business Profile optimization
▾ Pick 2 Add-Ons

from the menu below

Scale

$12,000/mo
$144K/yr · 12-month agreement
↳ Everything in Foundation, plus:

Upgraded Automatically

  • ✓ Comprehensive SEO
  • ✓ Multi-location GBP
  • ✓ Fractional CMO access (Jay or Chris)
  • ✓ Monthly executive dashboard
  • ✓ Bi-weekly strategy calls
▾ Pick 4 Add-Ons

from the menu below

What we sell — add-ons

The Add-On Menu

Growth clients pick 2, Scale clients pick 4. Swap quarterly as priorities shift. Your strategist and partner deliver everything in the sprint model.

2x
Content Multiplier
Double your base output - 8 social posts, 2 blogs, 2 email campaigns per month
G
Google Ads Management
One Google Ads campaign, up to $5K monthly ad spend, ongoing optimization + reporting
M
Meta Ads Management
One Meta (Facebook/Instagram) campaign, up to $5K monthly ad spend, ongoing optimization
▦
Custom Landing Pages
Dedicated landing page builds - up to 2 per quarter with copy, design, and tracking
♦
Lead Gen + Nurture Sequence
Custom lead magnet (PDF, guide, toolkit) plus a 5-email follow-up nurture sequence
▣
Print Design
Brochures, flyers, rack cards, event signage - 3 design pieces per quarter, production-ready files
◉
Photography
One-day professional shoot - products and people in a single location, edited gallery delivered
▶
Video Shoot
Half-day shoot at one location - testimonials, brand story, or similar. Single cameraman plus post-production editing
▶
Webinar Creation
End-to-end webinar support - strategy, slide creation, promotion, registration, follow-up sequence
♫
Podcast Support
Production, editing, show notes, distribution, and promotional clips for your podcast
⚙
Lead Generating Resource
Calculator, quiz, assessment, or interactive tool - built to capture leads and drive conversions
⚙
CRM Automation
Workflow building, pipeline setup, lead scoring, and custom dashboards - for clients who need their CRM actively managed
1
Annual plan. Pick your tier and select add-ons during onboarding.
2
Quarterly adjustments. Swap add-ons each quarter as priorities shift.
3
Same team, same sprint. Your strategist and partner deliver everything in the sprint model.
The math

Where This Takes Us

Current Average
$2,660/mo
per partnership
→
New Model Target
$165K/mo
total partnership revenue
~$2M
Annual recurring from partnerships
70-80%
Target margin on Growth tier
23-29
Partnerships across two teams
The pricing shift: AI makes deliverables cheaper to produce, but the value to the client hasn't decreased. We're selling the brain, not the hands. Margin goes up because the strategic layer is what clients actually pay for.
Our market

Who We Serve

2-20M revenue US businesses who are serious about growth. We install fast, adaptable AI-driven marketing systems built around what works best for them.

Systems That Scale

HubSpot partners. We build pipeline systems that track and scale so no prospect ever falls through the cracks.

25+ Years Adapting

We've navigated every kind of market shift, so we can adapt your strategy faster than anyone starting from scratch.

Messaging That Converts

StoryBrand certified. We get your messaging so clear your customers actually buy instead of scroll past.

1
Plan
Blueprint the strategy. Messaging, market, and roadmap.
2
Produce
Build the assets. Website, content, campaigns.
3
Promote
Drive the traffic. SEO, ads, social, email.
4
Protect
Maintain and grow. Hosting, optimization, iteration.
Q2 2026

The Rocks

1
Studio Setup
Convert back rooms into recording studios. Goal: running content production before end of quarter.
Chris Webster
2
Team Structure Rollout
Move to 2-person client teams with parallel execution. Individual conversations, then full rollout.
Jay + Brandon
3
Product Stack Finalization
Lock in the 3-tier pricing with foundation + add-on model. Align every current client to a plan.
Jay + Chris W.
4
Community & Content Launch
Schedule and shoot webinars. Build out workflows for community management, promotion, and distribution.
Hope
5
Off-Board Utimize
Complete transition off the Utimize platform.
Brandon
Who we are

Same Purpose. Sharper Edge.
Evolved Definitions.

Joy

Intense sprints, not endless hours. The model is designed for sustainable energy and real enjoyment in the work.

Family

Clear seats, clear expectations, room to breathe. The structure makes this possible.

Faith

We build things that matter. The tools change. The purpose doesn't.

Commitment

Long-term partnerships, not short-term projects. That's the whole point of the tiers.

Quality

Speed and results at scale — not perfection. AI makes us faster. Human judgment keeps us excellent.

Experience

26 years of building businesses. Continually curious — always learning, always adapting.

Our niche: We help 2-20M revenue companies drive consistent growth by installing fast, adaptable AI-driven marketing systems built around what works best for them.
Q2 2026

We have the right people.
We have the right tools.
Let's build this.

Freedom. Money. Purpose.
For everyone we support.

What's Included in Each SEO Level

Each tier builds on the one before it. Client picks the tier - we pick the tactics.

Capability Foundation
SEO Fundamentals		 Growth
Full SEO		 Scale
Comprehensive SEO
On-Page & Technical
Title tags, meta descriptions, headers, alt text ✓ ✓ ✓
Site speed, mobile, sitemap, robots.txt ✓ ✓ ✓
Google Search Console setup + monitoring ✓ ✓ ✓
Full site audit with automated issue detection + fixes - ✓ ✓
Schema markup (FAQ, HowTo, Organization) - ✓ ✓
Core Web Vitals optimization - ✓ ✓
Multi-location SEO, international SEO, JS rendering audit - - ✓
Content & Keywords
SEO-aligned content briefs for blog posts ✓ ✓ ✓
Keyword tracking 25-50 100+ 200+
Topical mapping + competitor content gap analysis - ✓ ✓
Full editorial calendar + historical content refresh - - ✓
Local & Authority
Google Business Profile setup + optimization ✓ ✓ ✓
Local citation building + review generation strategy - ✓ ✓
Outreach-based link building - ✓ ✓
PR-driven backlink campaigns, guest posting, competitor monitoring - - ✓
Reporting
Rank reporting cadence Monthly Bi-weekly with insights Weekly + executive dashboard