Friday, October 16, 2026 · 11:30 Pacific / 12:30 Mountain · 60 minutes

Friday's call: three decisions, and month one starts Monday.

Jen, Brandyn, Rita and Chris. We'll keep this page open on screen and walk through it in order. Each part links to the detail if you want to go deeper.

The agenda

Seven parts, 60 minutes.

5 min1

What has moved since Monday

Your revenue targets are in. Thank you.
Access granted: Kajabi, FG Funnels, Webflow and Search Console.
Your competitive audit is ready: 5 competitors, 9 sections, 39 screenshots and 167 linked sources.

10 min2

Your targets, in numbers

Today: about $1,780 a month in digital sales.
Modest by February is $10,000 a month: about 3 certifications, 30 parent product sales and $1,000 from professional tools.
What has to be true: ads by December 1, a clear way to buy, and 25 to 30 conversations with professionals each month.
Stretch and Crushing it need a bigger product: a live cohort, licensing, or a membership through Align.

See the full numbers

10 min3

What the audit found

Demand exists, the product is competitive, and the gaps can be fixed in one quarter.
Your certification offers more training hours than any program we compared, and Perplexity already names your coaching.
Organic Google clicks fell from 1,415 to 775 over the last three months, year over year. One 2024 article accounts for 91% of the drop.
Your competitors advertise every day. Parent Team runs no ads today.
Three moves, in order: Foundation in weeks 1 to 4, Capture in weeks 3 to 8, and Amplify from December 1.

Open the audit

15 min4

Three decisions

The heart of the call. The options are below.

10 min5

Month one, starting Monday

New at the front: a revenue dashboard from Kajabi, an offer plan, a certification path built around Jen's speaking, and a referral program for your 18 experts.
GoHighLevel set up so no inquiry gets lost.
Website fixes for Google and AI search, a product review, and the first content.
$2,500 to start, $2,500 at the end of the month.

See all of month one

5 min6

Who does what next

The table below, confirmed together.

5 min7

Open questions

Funding timing, and what that means for December 1.
Steve's role going forward.
Anything else on your minds.

Part 4

Three decisions. Each one changes what we do first.

Decision 1

Which line do we plan to?

Modest
Stretch
Modest, with Stretch as the goal

Our suggestion: plan to Modest and aim for Stretch. Modest sets the ad budget and certification targets. Stretch tells us which bigger product to build.

Decision 2

Relaunch the shelved products in month one?

Yes, starting with The Basics and the Divorce Financial Road Map
Yes, after the offer plan
Not yet

Our suggestion: yes. They are built, one already sold 39 times, and they give ads something to sell from December 1.

Decision 3

A live certification cohort in early 2027?

Yes, plan one for spring
Maybe, let's look at the numbers
Not now

Our suggestion: look at it together. Your first cohort of 25 at $5,000 brought in $125,000, the single biggest step toward the bigger lines.

Part 6

Who does what next

What	Who	By when
Go on month one	Jen and Brandyn	Fri, Oct 16
$2,500 deposit invoice	Chris	Fri, Oct 16
Shared Slack channel and kickoff	Rita and Ashlesha	Mon, Oct 19
Rough monthly service revenue	Jen	Wed, Oct 21
Two or three writing samples	Jen and Brandyn	Wed, Oct 21
Remaining access (below)	Jen	Wed, Oct 21
Audit plan and portal targets reset to your chosen line	Ashlesha and Chris	Wed, Oct 21
FG Funnels review and intake setup	Michael	Weeks 1 to 2
First version of the revenue dashboard	Michael and Ashlesha	Fri, Oct 30
Month-one readout	Rita and Chris	Around Nov 18

Dates are our proposal. We'll confirm them on the call.

Access

Kajabi

FG Funnels (GoHighLevel), for Michael

Webflow

Google Search Console

Pirsch and Microsoft Clarity, which hold your visit data today

Rights to add Google Analytics and Tag Manager to Webflow (we set them up in week one)

Google Ads account, or we create one with you

Meta Business Manager, for Facebook and Instagram ads

LinkedIn company page (admin)

Google Business Profile (manager)