IGInnovative Group · Parent Team
For Jen Schimbeno and Brandyn Roark Caires · updated October 15, 2026 · private

You built the product and the network. Now buyers have to find it.

About $100,000 in digital product sales, 18 trained professionals, pages that show up in Google 30,000 times a quarter, and no marketing spend yet. That is a strong starting position. The next six months turn that into course sales, certifications and Align sign-ups, and into the numbers an investor will ask for.

New since Monday
VV
The plan is Steve's. Steve Wymer and Valley Ventures laid out the path you already have: build demand, improve the experience, then raise. We think it is the right plan. Steve's first two steps become our three, Foundation, Capture and Amplify, shown below. Then Steve leads the raise with the numbers they produce. He advises; we build and measure.
6.2/10Site today. About 7.6 after Phase 1.
Brand and design7.8
A clear next step for every visitor4.5
Found on Google and ChatGPT3.8
Speed on a phone5.2
Knowing what drives sales3.0

The look stays. The paths and the plumbing change.

Want the technical detail? Switch to Team detail for the full site scan, the email follow-up plan, the tracking plan and our notes on entity structure.
Your targets

Where you are today, and what each line takes. Your numbers, worked back.

Thank you for the monthly targets, Jen. Over the 12 months to September 30, 2026, digital sales averaged about $1,780 a month. Here is each target next to that.

Monthly digital revenueBy February 2027By May 2027By August 2027
Modest$10,000 (5.6x today)$20,000 (11x)$40,000 (22x)
Stretch$20,000 (11x)$40,000 (22x)$80,000 (45x)
Crushing it$40,000 (22x)$80,000 (45x)$160,000 (90x)

What $10,000 a month by February looks like

SourceToday, per monthModest, February
CertificationsAbout 1 every 6 weeks3 a month, about $6,000
Parent courses and guidesAbout 7 sales, averaging $57About 30 sales, about $3,000
Professional tools and Office HoursAbout $200About $1,000

What has to be true: ads live by December 1, a clear way to buy on the site, and 25 to 30 qualified conversations with professionals each month. Search builds the long-term channel, and most organic gains arrive after the first 90 days, so ads carry February.

Three things your spreadsheet showed us

You have products on the shelfCo-Parenting: The Basics sold 39 times and is not for sale today. The Divorce Financial Road Map and the Divorce Options Video exist and have never been sold. Relaunching them is one of the fastest wins we have. With Jen's CDFA background, the Road Map could lead.
Courses sell at about 30% of listThe Co-Parenting Collection averages about $75 against $249, and The Basics about $30 against $99. That points to codes, partner access or free enrollments. Kajabi shows us which in week one.
The bigger lines need a bigger productAt $1,999, $40,000 to $160,000 a month would take 20 to 80 certifications every month. Your first cohort of 25 at $5,000 brought in $125,000 on its own. A live cohort each quarter, licensing to organizations, or a membership through Align is what opens the Stretch and Crushing-it lines.
The 25-professional goal fits ModestYou have 18 experts today. Three certifications a month from January reaches 25 by about March. Your experts are also your best referral source for the next ones.

How we will measure, from now on

Revenue leads. Search and AI results stay as the early signs that the work is moving.

What we report every monthTodayWhere it comes from
Monthly digital revenue, against your three linesAbout $1,780Kajabi
Sales by product, and average price against listAbout 30% of list on coursesKajabi
Certification enrollments a month, toward 25 professionalsAbout 0.75 a month; 18 expertsKajabi
Cost per sale, by channelNo ads yetGoogle, Meta, LinkedIn and Google Analytics
Early sign: non-branded Google clicks187 in the last 28 daysSearch Console
Early sign: AI answers naming Parent Team1 to 2 of 12Monthly ChatGPT, Gemini and Perplexity test

Once you choose a line on Friday, we reset the option targets below to match it. For example, Modest needs about 9 certifications from January to March, more than the 6 we set for Scale.

Month one

$5,000, starting Monday, October 19. Here is what you will have in 30 days.

Focused on Parent Team, with Align to follow, as you asked. Billing is $2,500 to start and $2,500 at the end of the month, then month to month.

New: moved to the front
Revenue first
  • 1 revenue dashboard from Kajabi: monthly revenue against your three lines, sales by product, and where each sale came from
  • 1 offer plan: which shelved products to relaunch, at what price, and how codes and discounts should work
  • 1 certification path built around Jen's speaking: each talk leads to an info session and an enrollment
  • 1 referral program for your 18 experts
GoHighLevel, so no inquiry gets lost
  • 2 to 4 surveys and every website form connected
  • 1 inquiry pipeline, from new inquiry to call booked to client
  • 2 instant alerts for every new inquiry, by email and text
  • 2 to 4 automatic confirmation emails, so every family hears back right away
Website, ready for Google and AI search
  • Top 10 technical fixes pushed live
  • Tracking on up to 5 key buttons and forms
  • 10 questions and answers written for the site
  • 1 new site map, with up to 5 new pages outlined
Your products, put to work
  • All products in your sales report reviewed, plus the tool Brandyn built
  • 1 recommendation on what to lead with
  • 1 to 2 ideas to repackage or reprice, including smaller entry offers
Content
  • 1 voice guide, built from your own writing
  • 1 content calendar with 5 to 6 article topics
  • 1 to 2 articles ready for your redline
Measurement
  • 1 live dashboard of visits, Google clicks and inquiries
  • 10 priority Google searches tracked every month
  • 10 questions people ask ChatGPT, tested every month
  • Weekly updates in Slack and 1 month-one readout with our recommendation for month two

Months two and three add volume on everything above. Moving to Scale once funding is in place adds 4 articles a month, Google, Meta and LinkedIn ads with copy and creative from December 1, and Align's "choose your next step" ending. Ad budget grows only when each dollar is coming back as revenue.

Your options

Three ways to start. You choose the pace.

Every option is month to month, with no long-term contract. Each one follows the same plan; the difference is how fast we move, when paid ads begin, and how much you should expect to see in six months. Our fee and your ad spend are shown separately, and ads are paid at cost on your own accounts. You can start on one and move up or down at the end of any month.

Baseline
$5,000/month for our work, every month. Ad spend not included.
The lighter lift. One phase at a time, so results come slower.
What we do
  • Months 1 and 2: the site fixes. A clear page for professionals, a Start Here path for each audience, expert profiles with a city and a booking link, two new pages for the questions parents ask, and tracking that shows where sales come from.
  • Months 3 and 4: GoHighLevel connected to Align, a short version of Align that captures emails, and the first follow-up emails for parents and professionals.
  • Two articles a month from month 3.
  • No paid ads in the fee. Ads can start around month 5 if you add a separate ad budget.
  • Rita as account director, Ashlesha running the project, and our production team doing the build.
Results you can hold us to
  • Site fixes live by the end of month 2
  • A mobile PageSpeed Insights score of 75 or better on the main page templates, with all tracking live, and passing Core Web Vitals
  • A dashboard of where visits and sales come from, from month 2
  • Align capturing emails and follow-up running on its own by month 4
  • 8 new articles by month 6
  • Organic, non-branded Google clicks up about 20% year over year by March
Our recommendation
Scale
$10,000/month in October and November, the build months. From December 1: $7,000 a month for our work, plus up to $3,000 a month in ads, paid at cost.
Phases 1 and 2 together. Ready by December 1.
What we do
  • Everything in Baseline, done in parallel, so the site and the follow-up are both live before the holidays.
  • Align with a "choose your next step" ending: book a call, pick a course or guide, or send it to your co-parent, plus a personal summary to keep.
  • Four articles a month, including the longer pieces that let the site show up for words like "ex-spouse" while your brand keeps saying "co-parent".
  • Paid ads on Google and Meta from December 1, building from $25 to $100 a day, up to about $3,000 a month. Ads run on your own ad accounts and card at cost, so anything not spent in a month stays with you.
  • Ads include the ad copy and creative. We write, design and test every ad, and refresh them each month.
  • The full team: Rita, Ashlesha, David on the website experience, Mark on content and campaigns, Michael on GoHighLevel, and Chris on strategy.
Results you can hold us to
  • Site, Align and follow-up all live by December 1
  • A mobile PageSpeed Insights score of 75 or better on the main page templates by the end of October, with all tracking live, and passing Core Web Vitals by the end of November
  • Every family who finishes Align gets a summary and a next step, and an expert reaches out within one business day
  • About 20 new articles by the end of March
  • Ads live from December, with a cost per inquiry you can see each week
  • Organic, non-branded Google clicks up about 40% year over year by March
  • At least 6 certification enrollments from January to March
Go Big
$15,000/month in October and November, the build months. From December 1: $10,000 a month for our work, plus up to $5,000 a month in ads, paid at cost.
Everything at once for six months.
What we do
  • Everything in Scale, with ad creative built and approved in November, so ads start at full budget on December 1 instead of building up from $25 a day.
  • Up to about $5,000 a month in ads from December 1, on your own accounts at cost, including a LinkedIn campaign to fill each certification enrollment.
  • Ads include the ad copy and creative for Google, Meta and LinkedIn, written, designed and tested by us.
  • Your coach booking, notes, agreements and billing moved from SimplePractice into GoHighLevel, once Michael's review confirms it works.
  • A short monthly results report written for Matt and Steve.
Results you can hold us to
  • Every Scale result, including the same organic search target
  • Ads at full budget from December 1, instead of building up over December
  • At least 10 certification enrollments from January to March, with a cost per enrollment from LinkedIn
  • By March, the cost of a new client and a new certification, by channel, ready for investor conversations
  • SimplePractice retired, with booking, notes and billing in one system
  • A monthly results report for Matt and Steve

Results are targets, not guarantees. We confirm each number with you in week one, once we can see your Search Console and sales data. Organic clicks are measured in Google Search Console, leaving out searches for the Parent Team name and not counting ads, and compare the last 28 days of March with the same days last year.

Month by month, on Scale

MonthWhat we doWhat you should see
OctoberFix the site: the professional page, Start Here paths, expert profiles, the technical fixes, and tracking. Connect Align to GoHighLevel.A faster site on phones, every page readable by Google and ChatGPT, and the first dashboard of where visits and sales come from.
NovemberThe short Align welcome, the "choose your next step" ending and personal summary, the first follow-up emails, and the first articles.Families leaving an email and choosing a next step. Experts getting introductions within a day.
DecemberAds start small, $25 a day, and learn through the holidays. More articles for the January questions.The first cost per inquiry from ads. Everything in place by December 1.
January to MarchAds build toward $100 a day on what works, including ads aimed at professionals for the spring certification enrollment.Your busiest season with weekly numbers: inquiries, bookings, enrollments, and what each one cost.

How we stay aligned with you: month to month, so we earn the next month. Once ads are running, we are open to tying part of our fee to the inquiries and sales they bring in. And as results come in, we would welcome a conversation about investing alongside you.

What has to be true for each option to pay for itself

Using your own prices. A certification is $1,999. Over six months, Baseline is $30,000, about 15 certifications or the same value across courses, coaching and Divorce with Dignity. Scale is up to $60,000 with full ad spend, about 30. Go Big is up to $90,000, about 45. In the last 12 months the report shows roughly 9 certification sales. On Scale, the spring target of 6 certifications covers about $12,000 of the $60,000, so most of the payback has to come from coaching, Divorce with Dignity and courses, and from the value Align adds for investors. Your service revenue is the number we need to set that target with you. These are directional, not guarantees.

For Matt

A one-pager you can send today.

One page for Matt, written for an investor: what the money does, the three options, and what each one should return. Send the PDF as it is.

What the investment does

  1. Fix the front door. A website that is clear for parents and for professionals, and easy for Google and ChatGPT to recommend.
  2. Catch and follow up. Families who use Align get a summary to keep and a clear next step, and an expert reaches out within one business day.
  3. Then advertise. Ads begin once the first two steps work, so every dollar is measured.

The three options

The one-pager shows a short version of each option side by side: the price, three things we do, and what Matt should see. The full detail stays in Your options.

Why we want this

When Parent Team wins, we win. We work month to month, so we earn every month. Once ads are running, part of our fee can be tied to the inquiries and sales they bring in. As results come in, we would welcome a conversation about a longer-term partnership.

Download the one-pager (PDF)
What we heard, Wednesday and Friday

Did we get the business right? Correct anything here first.

Two businesses, one brandParent Team the service company stays as it is. Align, the family platform, is what you intend to raise against, likely as a separate entity.
The course was the engine, and the site switch slowed itSales softened after last year's redesign. That points at the paths on the site, not the product. Steve's note that the homepage needs one clear button is the same finding from the outside.
Referrals come mostly from therapists, and some already from ChatGPT and GoogleAttorneys are a future buyer, so the marketing treats them as teammates, never the problem, while still speaking to the parent who does not want one.
Capacity is not the constraint, demand isNone of the 18 professionals is full with Parent Team work yet, and most want more of it. That makes the next six months a marketing problem, which is a good problem to have.
Align is the first version of the platformIt was built to be thorough, because families "don't know what they don't know." We keep it whole, and pull a shorter piece from it to welcome new families.
Families need a person, fastPeople reach you in crisis, often angry or grieving. Jen calls within days. Every step we build has to keep that human touch, not replace it.
Your words and their words differYou say co-parent; people search for ex-spouse and worse. Longer articles can meet those searches while the site keeps your voice.
When families reach outThinking starts around the holidays. Inquiries pick up in January, and February and March are busiest. The end of summer is a second peak.
BudgetStart lean, with room to go bigger after the conversation with your investor. Brandyn would rather go big for six months. You would like our fee tied to results where possible.

Also heard, and how it shapes the plan

  • First certification cohort: 25 professionals at a $5,000 price point, sold by hand through LinkedIn and referrals. The current $1,999 evergreen version has room to move on price or packaging.
  • The two questions that bring parents in: "how do I protect my kids in a divorce" and "how do we get divorced without lawyers." Both become pages in Phase 1.
  • If the round is for Align, investors weigh Align adoption above course revenue. Phase 2 is where the investable number comes from; Phase 1 feeds it traffic; Phase 3 scales it.
Your last 12 months

Where does the revenue come from today? Mostly professionals.

Thank you for the report, Jen. Across eleven offers the last twelve months brought in about $21,400 in digital sales. Three things stand out, and each one shapes the plan below.

77% professionals23% parents
$16,450 from certification, office hours and professional tools$4,932 from courses and guides
1
The certification carries the business. Certification sales brought in about $14,000, roughly two thirds of the year. Steve called it the economic engine in his plan, and your numbers agree. Each new expert also becomes someone who refers families.
2
Courses reach many families at a low average price. 73 course enrollments brought in about $3,750, around $51 each against list prices of $99 to $249. That likely reflects codes, university or county access, or free enrollments. It is good reach, and it tells us paid ads for courses alone would be hard to make pay.
3
The certification has room on price. Your first cohort of 25 joined at $5,000. Today's on-demand version sells at $1,999. It is the product to grow, and its price and format are worth a fresh look together.

What this changes: we lead with professionals and certification, and we send parents to Align rather than straight to a course.

The report, as received (12 months to Sept 30, 2026)

OfferRevenueQtyListSide
Parent Team Expert Certification$11,9947$2,000Pro
Certification Payment Plan$2,0002n/aPro
Co-Parenting Collection$2,56034$249Parent
Parent Team 2026 Office Hours$1,5003$500Pro (to confirm)
Co-Parenting: The Basics$1,18839$99Parent
Parenting Plan Essentials for Professionals$7982$399Pro
Parenting Plan Essentials$7164$179Parent
Parenting from Two Homes$3924$99Parent
Professionals Toolkit$157.502$175Pro
The Bridge Plan$764$20Parent
Divorce with Dignity DIY Total Bundle$01$450Parent
Total$21,381.50101
  • Courses (Collection and Basics): 73 units, $3,748, average about $51. Realized price is roughly 30 percent of list on both. Ask how codes, partner access and free enrollments are set up.
  • Service revenue (Divorce with Dignity human model, coaching) is not in this report. Ask what it brings in, since it decides whether Align should route parents to services first.
  • Office Hours is counted as professional on the assumption it serves certified experts. Confirm.
The plan

What would we do, and in what order?

Steve's first two steps, building demand and improving the experience, become these three. On the Scale option, Phases 1 and 2 run together and are live by December 1. Two choices from us: fix the site and the tracking before spending on ads, and lead with professionals, because that is where your revenue already comes from. Each phase ends with a number you can see, not a document.

Wk 1Wk 4Wk 8Wk 16

Phase 1 · Foundation

Make the site convert and be found

Weeks 1 to 4 · inside your Webflow site
  • A clear page for professionals: certification, next enrollment date, faculty and a way to talk to you. This becomes the strongest path on the site.
  • One Start Here path each for parents, therapists, attorneys, schools and nonprofits.
  • Expert profiles that name a city and a way to book, so every certified expert has a page that works for them.
  • Two new pages: protecting kids in a divorce, and divorce without lawyers.
  • Behind-the-scenes fixes so Google and ChatGPT understand every page, plus tracking that shows which visits turn into sales.
You will see: more people who find you in Google clicking through, ChatGPT and similar tools starting to recommend you, and one dashboard showing where sales come from.
Phase 2 · Capture

Turn Align into the front door

Weeks 3 to 8 · GoHighLevel, which you already own
  • Align becomes the main button for parents on the site, and we can see where people stop.
  • Everyone who finishes Align gets emails that fit where they are in the process, and an expert in their state reaches out within one business day.
  • Parents who finish Align choose their next step: book a call, start a course or guide, or send it to their co-parent. They also get a personal summary, including how to start the conversation.
  • Two articles a month from the questions Align surfaces, promoted on Instagram and Facebook.
You will see: how many parents finish Align, how many book an expert, and whether Align use is growing week to week.
Phase 3 · Amplify

Spend on ads where it already works

Weeks 8 to 16 · small test budgets first
  • First: LinkedIn and professional associations to fill each certification enrollment. One new expert covers a lot of ad spend.
  • Then: Google ads on the phrases parents type, pointing to Align, not straight to a course.
  • Facebook and Instagram ads to parents early in a separation, plus reminder ads for people who started Align and did not finish.
You will see: what it costs to win a customer, product by product. Those are the numbers Steve needs for the raise.

Nurture tracks (Phase 2), first draft

  • Considering: 5 emails over 3 weeks. What a parenting plan is, what the course covers, one expert story, Align summary reminder, invitation to a call.
  • In process: 4 emails over 2 weeks. Course first (it satisfies the education requirement), Parenting Plan Guide, Divorce with Dignity, expert booking.
  • Post-divorce: 4 emails over 4 weeks. Communication, holidays and schedules, the workbook, coaching.
  • Professional: 4 emails over 4 weeks. Certification outline, faculty, CE and CLE credit path, referral kit, next enrollment date.
  • Safety flag: anyone who answers "No" or "I'm not sure" to Align's safety question is removed from all marketing emails and handed to a person on the Parent Team for follow-up, along with the resource page.
  • After the track: each track hands off to a monthly send from the content engine, so no one drops off the list when their sequence ends.

Content engine and seasonality

  • Topics come from the Align "most worried about" and "what matters most" answers, aggregated monthly.
  • Each topic: one 1,200-word article, one Instagram carousel, one Facebook post. Expert quoted by name with profile linked. Every piece ends with the assessment.
  • Seasonal anchors: January filings, tax season (Jen), summer schedules, back to school, holidays.
Your tech stack

Can GoHighLevel replace SimplePractice? Michael is finding out.

SimplePractice costs about $600 a month and was built for clinical practices. You already own GoHighLevel. Michael Sykora, who runs operations for us and builds in GoHighLevel, is reviewing whether it can do what Parent Team needs. Expect his answer by mid next week.

What it has to do (from Friday)

  • Sync with each coach's own calendar.
  • Let families book a coach directly.
  • Client notes, visible only to the coaches assigned, including two coaches working together.
  • Send and track service agreements.
  • Billing, through QuickBooks or Stripe.

What you use today

  • SimplePractice: about $600 a month, around six users. Booking, agreements and billing.
  • GoHighLevel: white label, recently purchased, about $900 a year. Replacing HubSpot.
  • Webflow: about $20 a month for the website.
  • Kajabi: courses and certification sales.
  • QuickBooks: starting now, moving from Wave.
The site

What is holding the site back?

We looked at all 61 pages on a computer and a phone. The brand and the photography are good. Five things hold the site back.

parentteam.com homepage on desktop
parentteam.com today. The hero is right. The six service links beneath it and the two dropdown menus are where a parent loses the thread.
What we foundWhy it mattersWhen we fix it
Six audiences share one homepage and one button.A parent and a school counselor need different next steps. This is the most likely reason course sales softened after the redesign.Phase 1, weeks 1 to 2
Google and ChatGPT cannot tell what your pages offer.Your courses, prices and experts are not labeled in the way search tools read. Sites that do this get the richer listings and the AI recommendations. Yours would qualify once labeled.Phase 1, week 1
The 18 expert profiles cannot be found by location and have no booking link.A parent searching for a coach near them finds nothing. An expert who paid for certification has no page that works in their market.Phase 1, weeks 2 to 3
On a phone, the main image takes about 10 seconds to appear.Most visitors leave before then. The cause is two settings, not the design, and both are quick to change.Phase 1, week 1
Your sales data lives in four tools that do not talk to each other.No single place shows which visitors became customers or where they came from. Investors will ask for exactly that.Phase 1, weeks 1 to 2

A few small cleanups we can make together on Friday in about ten minutes: some old placeholder page titles, draft pages Google can see, a certification waitlist note on the About page, a 2024 footer and one typo.

Crawl summary, 30 September

  • 61 URLs in the sitemap, all 200. No broken pages. http to https to www is two hops; fine.
  • 0 pages with JSON-LD. 0 canonical tags. /align correctly noindex.
  • Meta descriptions missing on 6 pages. Three category pages carry the "Ollie" Webflow template title and description; one is already indexed under it.
  • Draft pages in the sitemap: /style-guide, /pop-up-preview, /contact-copy, /our-team-new, /meet-our-team-archive.
  • Lighthouse, two mobile runs and one desktop (Oct 1): performance 52 / 52 mobile, 81 desktop; accessibility 91; best practices 77; SEO 92. Mobile LCP 10.3 and 10.5 s simulated, desktop 2.8 s. Total page weight 1.44 MB. LCP element is the hero div.image-background (CSS background, 1.0 s resource load delay). Hero image 149 KB with 127 KB savings available. reCAPTCHA 354 KB, 252 KB unused. Unthrottled browser runs painted the hero in 1.5 to 2.0 s, which is why this did not show in the teaser.
  • Accessibility: contrast failures on light text, links without discernible names, no main landmark. 8 of 41 images lack alt text. One script loads from the retired rawgit.com host.
  • Third parties on one load: Webflow CDN, Google Fonts, Pirsch, HubSpot (forms, analytics, banner, CTA; being replaced by GoHighLevel), Clarity, jsDelivr. No GA4 or Tag Manager.
  • Expert profiles: 175 to 215 words each; location named on 5 of 16.

Schema and title set (Phase 1)

  • Organization on the homepage with founders and sameAs links. Course on the Collection page ($99, $179, $249) and the certification page (65+ hours, $1,999). Person on each expert page with credentials, areaServed and booking URL. Book on the guide and workbook pages. FAQPage where questions already exist.
  • Replace the three template titles ("Co-Parenting Articles for Two-Home Families | Parent Team" and siblings); fix "form Parent Team" on the Collection title.
  • Set the five draft pages and /search to noindex and remove them from the sitemap. Add llms.txt.
  • GA4 and Tag Manager alongside Pirsch; course-platform purchases sent as conversions with source attached.
  • Speed: hero as an <img> with fetchpriority="high" and a preload, resized to the rendered width; load reCAPTCHA only on the contact page or on form focus; defer Clarity and HubSpot banner until after first paint.
Align

Is Align ready to be the front door? Almost.

Align is the first version of your platform, and it stays whole. For new families we pull out a shorter welcome that captures an email, then invite them into the full Align when they are ready. At the end, each person chooses a next step and keeps a summary of what matters to them, including how to start the conversation with a spouse or with the kids.

Technical notes for the handoff

  • Static front end on the Webflow domain, Supabase JS 2.117, data in a Supabase project. Not linked from the site; noindex; no analytics on any step.
  • Events to add: assessment_start, safety_answer, step_complete, summary_view, account_create, inquiry_request, via Tag Manager to GA4 and mirrored to GoHighLevel.
  • Supabase to GoHighLevel: webhook on completion creates or updates a contact with stage, state, children, top concerns and a safety flag. "No" or "I'm not sure" on safety routes to a person, never to marketing.
  • Routing: GoHighLevel workflow matches state and concern to an expert and creates a task due in one business day. Until profiles carry locations, it falls back to Jen and Brandyn.
  • Privacy policy and Align disclaimer must describe the sync before it goes live.
Align welcome screen
parentteam.com/align
Align safety screen
Safety first. Keep this.
Team detail

The market, the dashboard, and the entity question.

The market

  • Court-ordered classes are a price market. Montana programs run 4 to 6 hours at $0 to $95; Children in Between Online reports 5,000+ parents a month. Your course is about 2.5 hours of video plus the workbook, so a court-approval route needs a longer version. A decision, not an assumption.
  • OurFamilyWizard and TalkingParents are tools, not teachers. They carry structured data and content partnerships. They are a channel as much as a competitor.
  • A second "Parent Team" exists in Montana. Families First in Missoula runs a class by that name. Structured data and consistent naming keep the two apart in search and AI answers.
  • Keyword volumes and the competitor comparison are produced in Phase 1, week 1, from Keyword Planner and Search Console.

The dashboard: five rows, weekly, from week one

  • Attention: impressions, clicks, click-through rate, indexed pages, AI citations; later social reach and paid impressions.
  • Interest: product page visits by audience; later Align starts, completions and drop-off by step.
  • Leads: form submissions by audience; later contacts by stage and state, nurture engagement, cost per lead.
  • Revenue: course, guide and certification purchases attributed to source; later expert bookings, cost per acquisition, average order value.
  • Investor view: organic footprint trend, Align adoption curve, unit economics by product.

Service company and platform: one entity or two?

You asked for our view on raising under a new entity while keeping the service business intact. These are trade-offs we see with founders in the same position, for Friday's conversation. Jen knows the tax side better than we do, and your attorney and CPA make the call.

  • Separate entity for Align. For: investors buy the software story without pricing in services; clean cap table; service revenue funds you without dilution. Against: two sets of books, intercompany agreements for the brand and curriculum, marketing spend allocated between the two.
  • Holding company above both. For: one owner of the brand, curriculum and data, licensed down. Against: a third entity; some investors prefer to fund the operating company directly.
  • LLC vs S-Corp vs C-Corp. The service business is a candidate for S-Corp treatment. A company raising venture money is usually a Delaware C-Corp; most investors require the conversion before funding.
  • Settle before the raise: who owns the name and curriculum, how Align licenses them, how customers and data move between the two. The Phase 2 data flow should respect whatever boundary you choose.

General information from our client experience, not legal or tax advice.

Next steps

What happens from here?

  1. Fri, Oct 16Walk through targets and month oneThree decisions together. See the agenda.
  2. Mon, Oct 19Kickoff$2,500 deposit, shared Slack channel, and Michael starts in FG Funnels.
  3. Week 1 to 2Revenue dashboard and offer planKajabi data in one view, and which shelved products to relaunch.
  4. Around Nov 18Month-one readoutYour starting numbers and our recommendation for month two.
  5. December 1Ads start, if Scale is fundedThe date that gives February a real chance.
  6. February 2027First check against your Modest line$10,000 a month in digital revenue.
What we need from you

Four things this week

  1. 1
    A rough monthly figure for services (coaching and Divorce with Dignity). It is not in the spreadsheet, and it decides where we send parents first.
  2. 2
    Two or three pieces of your writing you are proud of, for the voice guide.
  3. 3
    The remaining access: Pirsch and Microsoft Clarity (they hold your visit data today; we add Google Analytics in week one), Google Ads, Meta Business Manager, your LinkedIn page and your Google Business Profile. Thank you for Kajabi, FG Funnels, Webflow and Search Console.
  4. 4
    A go on month one, so we can send the $2,500 deposit invoice and start Monday.
Who you would be working with

Innovative Group, alongside Valley Ventures.

Steve Wymer has been a partner and advisor to Innovative Group for years, and we are glad to be working with him on Parent Team. He carries the strategy and the raise. Your team: Chris Salazar on strategy, Rita Matuzic as account director, Ashlesha Khond as project manager, David Garcia on the website experience, Mark Willson on content and campaigns, and Michael Sykora on GoHighLevel and operations, with our production team behind them. Every finding on this page was checked at least twice, and Agatha IQ, our AI analysis layer, drafted the first pass before our people reviewed every line.

IG Business GrowthTechnical SEO and Organic GrowthIG Digital Marketing and TechnologyIG AI Solutions

innovativegroup.io/solutions · chris@innovativedesign.us · (408) 316-6946