Damaris Solutions
Marketing proposal · Steve Pate & Brittany Boyette · The Wealth Society
Your ads bring in $50K a month while attracting the wrong people. The next $50K depends on who they reach, not how many.
About $300 a day on Meta already brings in roughly $50,000 a month in new revenue. That's with static "credit stack" creative, a domain that triggers browser warnings, and no revenue data going back to the ad platform. The business is working even though the marketing isn't. This proposal covers three things: fix the foundation, put Steve on camera, and show Meta what a real Wealth Society client looks like. Then your sales team spends its time with people who are qualified and ready to buy.
The domain is scaring people off
Visitors to the main site get a "this site may harm your device" warning. It most likely comes from SSL and forwarding problems between thewealthsociety.com and your other domains. Google and Meta have flagged the domains before, and that already cost you ad account and page disruptions once.
Nothing else matters until this is fixed. It's first on the list.The messaging draws the wrong buyer
The UK agency's sensational "credit stack" and "get funded in 60 days" angles bring in people who have already tried credit stacking, or who are desperate and a poor fit. Your closers take those calls, and that promise doesn't match what Steve actually delivers.
You're paying for volume, then paying again to filter it by hand.Static ads for a business built on a face
People buy this service because they trust Steve, and Steve isn't in the ads. Static images can't show credibility, can't pre-qualify anyone, and give Meta no watch-time data to learn from.
Video usually improves lead quality within the first week.Meta is optimizing for the wrong goal
The campaigns are set to get as many leads as possible, so that's what Meta delivers: cheap form fills. It has no way to tell which of those leads turned into paying clients.
Meta only improves at what you measure. Right now that's form fills.Revenue isn't reaching the CRM
GoHighLevel is the CRM, but payments go through several processors that aren't connected to it. Add the chargeback history and the Stripe instability, and nobody can reliably say which ad, lead or campaign produced a sale.
No closed loop means no real CAC, and nothing for Meta to learn from.Automations you can't change
A third party built the current workflows with AI and runs them off Google Sheets. Brittany can't edit some of them, so every tracking or routing fix gets stuck behind a vendor.
Brittany flagged this on the call. We rebuild what's needed, in your account.Fewer leads. Better leads. A lower cost per client.
Your cost per lead will probably go up for the first month or two, and that's intentional. Cheap leads are what fill the calendar with people who can't buy. What we care about is cost per closed client. Getting from $50K to $100K on the same $9,000 budget means cutting that number roughly in half, and every decision below works toward that.
One constraint shapes the plan: business credit and funding offers usually have to run under Meta's Financial Products & Services special ad category. That category blocks age, gender and ZIP targeting, limits detailed targeting, and restricts lookalike audiences. So the creative and the revenue data have to do the filtering that targeting normally would. It's also a good reason to test LinkedIn, which doesn't have those restrictions.
Steve on camera, shot on a phone
30–60 second video ads Steve films on his phone. We script, edit, caption and cut each one into multiple hooks and variations. Casual, direct-to-camera video comes across as real, and it builds trust in a way stock images can't. Static ads stay in the mix for people who don't watch video.
Ads that screen people out
No more "funded in 60 days." The ads say who this is for and who it isn't for, and they reflect what Steve actually delivers. Bargain hunters and desperate leads scroll past on their own. The ads also get much easier to keep compliant, which protects the ad account.
Optimize to revenue, not form fills
Campaign objectives switch from lead volume to quality conversions. Real closed-client and revenue events go back to Meta through the Conversions API, so the algorithm looks for more people like your best clients.
Three doors, not one
1) A low-ticket lead magnet (a book chapter plus worksheet, built from the book and product Steve already has). 2) An evergreen webinar that runs automatically, for scale. 3) Direct high-ticket campaigns for prospects who are ready now. Each lead enters wherever they're ready.
Earn the next ad
Follow-up ads only go to people who watched a meaningful share of a video or finished a form. Prospects see Steve two or three times before they book, so they show up to the call already understanding the offer.
A small LinkedIn test
Business owners filtered by title, company size and industry, which is higher-caliber targeting than Meta's financial category allows. We start small, compare cost per qualified call against Meta, and only scale it if it wins.
Two options. Both are month to month, and both include the website fixes, closed-loop tracking, funnel builds, dashboard and the partnership described below. The only difference is whether we also run your organic social.
Ads Management
Meta + LinkedIn ads, video creative, tracking, funnels, website
Priced for a $9,000/month ad budget. You get the full paid engine, and Steve's page and feed stay in your hands.
- Full ad account audit and written recommendations in week one
- Meta ads management rebuilt around quality conversions, with sequential flows
- Video ad editing from Steve's phone footage: scripts, hooks, captions, variations
- Closed-loop revenue tracking through GoHighLevel and the Meta Conversions API
- Lead magnet + evergreen webinar funnels built and tested
- LinkedIn Ads test
- Domain, SSL and landing page fixes plus ongoing A/B tests
- Live CAC dashboard and strategy calls
Ads + Social
Everything in Option 1, plus organic social on Facebook, Instagram and LinkedIn
Social is $500/month more, a discounted add-on rate for ads clients. Serious prospects look at Steve's profile before they book a call. An active, on-topic feed makes the ads more credible, and it gives Meta more signal that the account is legitimate.
- Organic posting on Facebook + Instagram, 2–3 posts per week
- LinkedIn business page: we finish setup with Brittany, then post consistently
- Content written for your ideal client, replacing generic posts
- Ad footage repurposed into reels and posts, so Steve films once and gets both
- A dedicated social coordinator who sends weekly topics and a short shot list
- Monthly organic reporting in the same dashboard
Included in both packages
No per-item add-ons. Everything below is covered at either monthly rate.
- Historical ad account audit: what has actually produced revenue, what hasn't, and what should be turned off
- Campaign rebuild with high-ticket, lead magnet, webinar and retargeting lanes, each with its own goal
- Video creative production: scripts and shot lists for Steve, professional editing, captions, and a new batch of variations every month
- Payment data consolidation: transactions from each processor matched to contacts in GoHighLevel, handled manually at first if that's what it takes
- Meta Conversions API + value-based signals, plus audiences built from your best clients wherever the ad category allows
- GoHighLevel workflow rebuilds where the current AI automations block tracking or routing, built in your account and editable by your team
- Domain + SSL remediation: redirects cleaned up, certificates reissued, Google Safe Browsing review requested, Meta domain verification
- Landing page optimization: single CTA, a lower-friction lead form, and ongoing A/B tests
- Funnel pages for the lead magnet, the webinar registration and the application
- LinkedIn Ads test set up, run and reported against Meta
- Live analytics dashboard showing CPL, cost per qualified call, CAC and revenue by source
- Transition off the UK agency: permissions audited, assets and pixels recovered, no downtime
- Strategy calls weekly for the first 30 days, then bi-weekly, with phone, text and email access anytime
None of these go through us, so you always know exactly what the retainer pays for.
- Ad spend is paid directly to Meta and LinkedIn on your own card. The plan below assumes $9,000/month, about what you spend now. You control the number and can change or pause it anytime. If spend grows well past $9,000, we'll review the retainer together before anything changes.
- Software you already own or would need anyway, such as GoHighLevel, webinar hosting and domain renewals, stays on your accounts and your billing.
- Optional on-site shoot day. Phone footage is the plan and it's enough. If you ever want our videographer on location, travel is billed at cost (flight + hotel + 5% for meals and incidentals) and approved before anything is booked.
First, don't break what's already producing $50K
We don't turn anything off on day one. Current campaigns keep running while the audit, domain fix and tracking go in. The new video campaigns launch next to them. Budget moves over gradually as the new campaigns prove they produce better calls, and the old campaigns are retired once they've been beaten. Here's where the $9,000 lands once the new structure is fully running:
High-ticket, direct
Steve's video ads send people to a qualifying application or VSL page, optimized toward closed clients instead of form fills. This lane pays the bills while everything else ramps up.
Lead magnet funnel
A free book chapter plus worksheet, or a low-ticket product. It brings in people who are interested but not ready yet, costs less per lead, and GoHighLevel nurtures them until they are ready. The evergreen webinar joins this lane once it's recorded.
Sequential retargeting
Only people who watched a meaningful share of a video, visited the page or started a form see these ads. Proof, objections, client stories. This is the cheapest money in the account and usually the most profitable.
LinkedIn test
60 days, business owners only, judged on cost per qualified call. If it beats Meta, it gets more budget. If it doesn't, the $900 goes back to whichever Meta lane is performing best, and we'll tell you so.
This matters more than anything else in the proposal. Better creative gets attention. Revenue data is what teaches Meta which people are worth paying for.
Every processor, one dataset
Transactions from each processor and backup processor are exported and consolidated, including chargebacks and refunds, so the revenue figure is accurate.
Revenue meets the contact
Each payment is matched to its GoHighLevel contact, and from there to the ad, campaign and funnel that brought them in. We'll do it by hand at first if needed. Accuracy matters more than automation.
Send it back to Meta
Qualified-call, closed-client and revenue events go to Meta through the Conversions API. The algorithm stops chasing cheap form fills and starts looking for buyers.
One dashboard, real CAC
CPL, cost per qualified call, show rate, close rate, CAC and revenue by source, all in one view for Steve, Brittany and our team.
Included in both packages. We don't bill separately for web work.
The domain warnings are both a trust problem and an ad account risk. Any account that has been flagged once gets watched more closely, and a site that shows a malware warning is one of the fastest ways to get flagged again. With admin access to GoDaddy and the landing page, we'll clean up the redirects between your domains, reissue the SSL certificates, request a Google Safe Browsing review, and verify the domain in Meta Business Manager.
After that we work on conversion. Your current VSL page (go.800toempire.com/opt-in-v1) keeps its single CTA. We reduce the friction in the pop-up lead form, add qualifying questions, and A/B test the form and page elements. We also build the lead magnet, webinar registration and application pages the new funnels need. If you want a full site rebuild later, we'll quote it separately. It isn't needed to hit the goals in this proposal.
Custom code, every time
No templates. Every page we build is made for your offer and your buyer, and designed to load fast and convert.
AI chatbots, in-house
We build our own chat assistants. One trained on Steve's programs and common prospect questions can pre-qualify visitors after hours, before a closer ever gets on the phone.
CRM and data integrations
We build our own integrations, so form fills, bookings and payments land in GoHighLevel correctly, in workflows your team can actually edit.
We work like your in-house marketing team
What you described on the call isn't just an ads problem. It's the domain, the processors, the CRM, the workflows, LinkedIn, the funnel and the offer. Most agencies stick to one piece and bill for the rest. We take on whatever stands between your marketing and $100K a month, even when it's operations work rather than ad work.
A direct line
You work with Jordyn and the team directly, not through an account manager. Weekly calls for the first 30 days, bi-weekly after that, and phone, text or email anytime in between.
Everything stays yours
Ad accounts, pixel, domains, GoHighLevel workflows, creative files and data all live in your accounts. If we ever part ways, you keep all of it and nothing needs to be recovered. This is the opposite of what's happening with the current vendors.
Month to month
No long-term contract. We'd rather keep your business by producing results than by locking you in.
Specialists on every piece
Jordyn leads strategy. Asia runs paid ads day to day. Video editors cut Steve's footage. On Option 2, McKinley coordinates social with you every week.
Input on the offer itself
Low-ticket product, book, webinar, high-ticket program: we'll help decide what each funnel sells and in what order, not just how to advertise it.
We tell you what isn't working
If a test loses, the dashboard shows it and we'll bring it up before you have to ask. That includes the parts of this plan we're most excited about.
Three live builds, each scrolling on its own. This is the standard for every funnel page and landing page we build for you.
A custom-coded site with online signup, offer popups and our own in-house AI chatbot. It's the site behind the $9.28-per-lead ad campaign below.
itsbincleanedor.com →
A full platform migration and custom rebuild with a warm, editorial design, online booking and local SEO.
thrivingfamilychiropractic.com →
Our own site, built with the same strategy, design and conversion approach we use on every client build.
damarissolutions.com →Steve films. We handle everything else.
Each month we send a short script list: hooks, talking points and one idea per clip. Steve records 30–60 second takes on his phone, in the office, in the car, wherever he is. We edit, caption, add hooks and export every aspect ratio Meta and LinkedIn need.
One take becomes several ads
A single two-minute recording can become four or five ads with different hooks, lengths and captions. The account keeps getting fresh creative without Steve spending more time on camera.
Angles that pre-qualify
Who this is for, and who it isn't for. What building business credit really takes. What an actual client's first 90 days look like. A clear, honest mechanism attracts people who are ready to do the work, and it holds up under Meta's review.
The same footage runs the feed
Clips that don't run as ads become reels, carousels and LinkedIn posts. When a serious prospect checks Steve's profile before a call, they see someone actively teaching, not a page that looks abandoned.
Phone-first, not Hollywood
A phone, window light and a clip-on mic are all it takes. For a personal-brand service, casual direct-to-camera video usually outperforms polished production because it comes across as real.
Watch time tells us who's interested
Everyone who watches most of a video goes into a retargeting audience. Static ads can't do that. This is how the sequential funnel knows who should see the next ad.
Purelight Power · @purelightpower
An Oregon solar brand whose Instagram our videographer and strategist built from scratch. The feed is reel-first, with a warm color story and a mix of drone and on-site cuts. Every post came from real footage of the real business. That same team would edit Steve's footage into ads and, on Option 2, into the organic feed.
Live profile: instagram.com/purelightpower
Reels: /purelightpower/reels
Live @purelightpower feed captured Aug 5, 2026 · tap any thumbnail to open the post on Instagram. Hover to pause the scroll.
Real numbers from four current Damaris clients, taken directly from their reporting dashboards, the same kind of dashboard you'd get. The first one is the closest match to what we'd build for you: full revenue attribution on high-ticket sales.
Brightwood Collision
Every closed job is matched back to the ad that produced it. This is the closed loop we'd build for The Wealth Society. It's why we can quote a loaded CAC instead of a cost per lead.
It's Bin Cleaned
One strong offer, video-first creative and a single-CTA landing page, judged on cost per paying customer instead of cost per lead.
Prometheus Power
A 24.9% LinkedIn engagement rate on a business-owner audience. That's the kind of LinkedIn presence Option 2 builds for Steve.
JAM Roofing
One direct-to-camera reel changed how many new people found the page. A face on camera, consistently, is the most underused asset in marketing.
One custom link, bookmarked in your browser and always up to date. Steve sees revenue and CAC at a glance. Brittany sees the funnel stage by stage. Everyone looks at the same numbers.
You can look at it right now
We built a working sample with illustrative day-90 numbers, so you can see exactly what gets reported before you commit. Tabs: summary, paid ads, funnel & pipeline, revenue & CAC, and organic social.
📊 Open the sample dashboard →
Discovery call · Sept 14
Ad account, landing page, tracking, domain and funnel reviewed with Steve and Brittany. This proposal came out of that call.
Jordyn · Steve · BrittanyChoose a package · within 24 hours
Ads Management at $1,500 or Ads + Social at $2,000. Reply with your choice and the agreement goes out the same day. Month to month, no long-term lock-in.
SteveOnboarding · Wednesday Sept 16 or Monday Sept 21
Your pick. We'll need admin access to Meta Business Manager and the ad account(s), GoHighLevel, GoDaddy, the go.800toempire.com landing page, and each payment processor (or transaction exports). Brittany shares the GoHighLevel link and workflow details, plus LinkedIn page status. We'll also confirm which Meta ad account we're keeping.
Steve + Brittany → JordynWeek 1 · Audit, domain fix, tracking plan
Historical ad account audit delivered with recommendations. Domain redirects and SSL fixed, and Google review requested. Tracking map drafted. Current campaigns keep running. We also start the handoff from the UK agency: permissions audited and assets recovered.
Jordyn + AsiaWeek 2 · First video batch goes live
Steve films from our script list, we edit the first round of variations, and quality-optimized video campaigns launch next to the existing ones. Landing page form changes go into A/B testing. On Option 2, organic posting starts the same week.
Steve + Damaris teamWeeks 3–4 · Closed loop turned on
Processor revenue consolidated and matched in GoHighLevel. Conversions API sending qualified-call and closed-client events. Workflows rebuilt where they block tracking. The dashboard now runs on real data. Budget moves toward the new campaigns as they prove themselves.
Jordyn + BrittanyDays 30–60 · Lead magnet, webinar, LinkedIn
The chapter-plus-worksheet lead magnet funnel launches with its GoHighLevel nurture sequence. The evergreen webinar is recorded and built. The LinkedIn test starts. By day 60 we have a real CAC for each entry point and a clear read on where the next dollar should go.
Damaris team + Steve| Line item | Option 1 · Ads | Option 2 · Ads + Social |
|---|---|---|
| Ad account audit + campaign rebuild (quality conversions, sequential flows) | ✓ | ✓ |
| Meta ads management (high-ticket, lead magnet, retargeting lanes) | ✓ | ✓ |
| LinkedIn Ads test | ✓ | ✓ |
| Video ad creative (scripts, editing, captions, monthly variations) | ✓ | ✓ |
| Closed-loop tracking (processor data → GoHighLevel → Conversions API) | ✓ | ✓ |
| Funnel builds (lead magnet, evergreen webinar, application) | ✓ | ✓ |
| Website support (domain/SSL fix, landing page A/B tests, GoHighLevel workflows) | Included | Included |
| Live analytics + CAC dashboard | ✓ | ✓ |
| Organic social (Facebook + Instagram, 2–3 posts / week) | — | ✓ |
| LinkedIn business page (setup + ongoing posting) | — | ✓ |
| Social coordinator (weekly topics + shot list) | — | ✓ |
| Monthly retainer (billed monthly, month to month) | $1,500 | $2,000 |
| Ad spend (paid directly to Meta / LinkedIn) | $9,000 · separate | $9,000 · separate |
Pick a package and we'll start this week.
Reply with Option 1 ($1,500) or Option 2 ($2,000) and the agreement goes out the same day. Once it's signed, we'll onboard Wednesday or Monday, whichever works for you, fix the domain in week one, and have Steve's first video ads live by week two, without pausing anything that's currently bringing in revenue.
Payment: whichever is easiest for you.