Prepared for Scott Kollen · Kakeibo Solutions Inc.
The last four months stopped being about video without either of us really calling it out. What actually got built was two live funnels, a CRM, and automations running across three businesses. Here's what keeps it running.
See What's NextA proposal for our July 24 review call
Where We Are
A production retainer turned into the backend for three businesses. Here's the count.
The content proved itself. The funnels are live. None of it runs on its own.
Four things are true right now, all at once.
The current production agreement charges once more, then it closes out. Nothing is booked to replace it yet.
Cost per lead roughly doubled this past week while impressions and clicks held steady. That's a funnel issue, not a reach issue, and it needs eyes on it now, not at the next check-in.
Coaching and Kakeibo Dental Network both launched. Forms, automations, A2P compliance, and deliverability don't stay fixed on their own.
KDN payment products, no-show recovery, whatever comes after that. Someone has to build it when it shows up.
The front end works. Nobody's driving the back end once production stops.
The Solution
Not a production schedule. An operator for the machine that's already running.
KDN phase 2 (Stripe subscription products, post-close automation), new funnels and campaigns as the businesses grow, and whatever landing page, form, or calendar the next idea needs.
Ads management across every live account: budget, creative rotation, geo and quality watch, kill or scale calls. Lead-quality monitoring, pipeline hygiene, and nurture copy that iterates off real reply and booking data.
LeadPace platform administration across users, calendars, A2P compliance, and email deliverability. A standing review call with the actual numbers: cost per lead, booked calls, enrollments.
Starting Day One
Not a someday roadmap. This is already in motion.
Diagnose whether the lead form is holding up under the same traffic, and refresh the creative before a month-old audience keeps thinning out.
Add the missing "No-Show" pipeline stage and an automated reschedule text, so a missed call isn't a dead lead.
Stand up the two subscription products so buying-group members can be closed in the call, not chased down after.
Cost per lead, booked calls, and enrollments across both funnels, on a set cadence instead of an ad-hoc text.
Pixel wiring, deliverability, and the handful of open housekeeping items still sitting from launch.
The Investment
No production at this rate. Everything else, all three businesses, one monthly number.
Build / Operate / Support
3-month initial term. Production isn't included here. When River District wants another content run or coaching ads scale further, that comes back as an add-on, on top of this floor.
The current production agreement charges once more on August 11, then it closes out for good.
Sign before then and the new retainer starts on the next cycle. No gap between what's already running and what keeps it running.
Not included at this rate, no. When it's time for another River District content run or a fresh batch of coaching reels, it comes back as a paid add-on. This retainer is the floor, not the ceiling.
They keep getting run day to day: budget, creative, targeting, kill or scale calls. That's the Operate pillar, across River District, Coaching, and KDN.
It's a 3-month initial term. We revisit from there based on what the numbers actually show.
Here's how the next phase starts:
July 24. We look at where the leads slowed and why.
Move to the $2,000/mo Build, Operate, Support retainer.
New retainer starts before the old one closes out August 11.
Three businesses, one system, one person keeping it running. Let's lock it in before August 11.