Confidential Proposal — James Hardeman

From Zero Presence
to a Full Coaching
Ecosystem.

A complete 90-day implementation of the Proctor Gallagher Institute formula — branding, website, funnels, ads, automation, and live event support. Fully hands-off.

Current Digital Audit — James Hardeman
No LogoNo WebsiteNo CRMMinimal SocialPGI Certified ✓
90d
Full Build Timeline
3
Live Events Supported
9
Systems Built
$0
Chatbot Cost (3 Mo)
JH
James Hardeman
Proctor Gallagher Institute Certified Coach
Complete Delivery

Everything Needed to
Launch and Scale

Nine interconnected systems, all built and configured before your first live event.

Phase 1
Brand Identity

Logo, color palette, typography, brand guidelines, AI-generated professional photos.

All Phases
Website + Event Funnels

Full GoHighLevel website (PGI formula). Dedicated landing page, registration, and thank-you page for each of 3 live events.

All Phases
Email Automation

Pre-event sequence, multi-point reminders, post-event follow-up — automated per event, triggered by CRM.

All Phases
WhatsApp Campaigns

Dedicated group per seminar, automated messaging. Highest open-rate touchpoint.

All Phases
Meta Ad Campaigns

Pixel install, audience setup, 3 campaign builds, asset creation — PGI ad formula.

All Phases
Social Media Content

1 month branded content + 1-week promo sprints per event. Topics driven by analytics.

Phase 1
Live Streaming Setup

Riverside.fm + YouTube Live connected to all social accounts. Support for all 3 events.

Included Free
AI Chatbots — Free

Deployed across all social platforms, first 3 months at no extra charge. Handles DMs + comments 24/7.

Phase 1
CRM + Pipeline

Full GoHighLevel CRM. Every lead captured, tagged, tracked from first click to post-event.

Proctor Gallagher Institute

The Formula That
Makes It Work

The Proctor Gallagher Institute provides a tested marketing formula for certified coaches. Every deliverable — ads, funnels, emails, content — follows this formula exactly. It's not improvised. It's built on what works in the coaching niche.

01
Awareness Ad

PGI-approved Meta ad structure and targeting

02
Event Funnel

Landing page built to PGI copy formula

03
Registration

Lead captured, sequences triggered automatically

04
Live Event

Seminar delivered + streamed to all platforms

05
Follow-Up

Post-event email + retargeting ads

IO Studio implements every component of this formula as specified in the Proctor Gallagher Institute's documentation. The recommended Meta ad budget of $1,000/month is client-funded and paid directly to Meta — not included in the service fee.

Paid Advertising

How the Meta
Ads System Works

Ads are the engine. Understanding what we track — and why — helps James make informed decisions.

Ad Funnel Structure
Top of Funnel
Awareness
Cold interests + behaviors
Mid Funnel
Consideration
Video viewers, page visitors
Bottom Funnel
Conversion
Event registrations
Retarget
Retargeting
Paid program upsell
$1,000 / month
Recommended budget — Paid directly to Meta — Not included in service fee
Weekly KPIs to Monitor
CPL
Cost Per Lead
Target < $15
CTR
Click-Through Rate
Target > 1.5%
ROAS
Return on Ad Spend
Target > 3×
CVR
Funnel Conversion
Target > 20%
CPM
Cost per 1,000 Views
Monitor Weekly
SUR
Event Show-up Rate
50–70%
Meta PixelAll Events Firing

The Pixel accumulates behavioral data with every visitor — the longer it runs, the smarter your campaigns become.

90-Day Rollout

Three Phases.
One Complete System.

Everything is live before the first event. Each phase builds on the last.

01
Phase 1
Foundation
Weeks 1–3 · Month 1
Brand kit — logo, colors, fonts, AI photos
GoHighLevel website (PGI formula)
Event funnel #1
CRM + lead pipeline
Email sequence #1
WhatsApp campaign group #1
Meta Pixel + ad campaign #1
Riverside + YouTube Live setup
AI chatbots — all platforms
1-month social media content
Live event #1 support + feedback
02
Phase 2
Live Event #2
Month 2
Analytics review — topic selection
Event funnel #2 (new landing page)
Email automation adjustment
WhatsApp campaign group #2
1-week social promo sprint
Meta ad campaign #2 + assets
Live event #2 support + feedback
03
Phase 3
Live Event #3
Month 3
Performance review months 1–2
Event funnel #3 (new landing page)
Optimized ad targeting (Pixel data)
WhatsApp campaign group #3
1-week social promo sprint
Meta ad campaign #3 + creative refresh
Live event #3 support + feedback
90-day performance summary report
Investment

Transparent Pricing

One flat rate for the full 3-month system. No hidden fees. Ad budget is separate and paid directly to Meta.

3-Month Implementation
$5,000
+ applicable tax · Full system build
Complete brand identity
Website + 3 event funnels
CRM + full automations
3 email sequences
3 WhatsApp groups
3 Meta ad campaigns
Riverside + YouTube setup
AI chatbots — 3 months free
Social content + promos
3 live event supports
Payment Schedule
At Signing
$2,500
50%
Start of Month 2
$1,250
25%
Start of Month 3
$1,250
25%
All amounts + applicable tax
Ad Budget — Separate
$1,000
/ month · Paid directly to Meta

This budget is paid by James Hardeman directly to Meta Ads Manager. It is not collected by IO Studio and is not included in the service fee.

IO Studio builds, manages, and optimizes the campaigns — the spend goes entirely to Meta.

Monthly Retainer — Post 3-Month Contract
Ongoing Event Support
$567
/ live event · + applicable tax
Event Funnel

New landing page, registration flow, and thank-you page per event

Email + WhatsApp

Automation adjustment and dedicated campaign group per event

Social Promo Sprint

1-week branded social media promo content per event

Meta Ad Campaign

Full campaign build + creative assets per event

Live Streaming

Technical support for live event streaming

Performance Report

Post-event analytics and campaign performance summary

Next Steps

Ready to Get Started?

Two steps to lock in your launch. Review and sign the contract, then make your initial deposit to begin configuration.

Step 01
Review & Sign

Read through your service agreement below — it covers all deliverables, the payment schedule, and the full disclaimer of liability. When you're ready, reach out to request the original for electronic signature.

Once you've reviewed the contract, contact IO Studio to receive the original signing link. Signing is done electronically — no printing required.

Request Original to Sign
Legally binding electronic signature · No printing required
Step 02
Submit Initial Deposit

Your 50% deposit ($2,500 + tax) is due at contract signing. This payment initiates all work — branding, website, funnels, automations, and ad setup. Secure payment via Stripe.

50% deposit — $2,500 + tax
Remaining balance split over months 2 & 3
Ad budget billed separately to Meta
Receipt sent automatically
Pay Initial Deposit
Powered by Stripe · Secure · SSL Encrypted
Important Notice
Scope of Responsibility
No Guarantee of Results

IO Studio provides a complete hands-off implementation service. Our responsibility is to build, configure, and verify every component of this system correctly — following the Proctor Gallagher Institute formula exactly.

We are not responsible for registrants, attendance, leads generated, revenue produced, or any business outcome. Results depend on many factors outside our control: market conditions, James's delivery and positioning, offer pricing, audience quality, and the Meta advertising environment.

IO Studio's deliverable is a fully functional, correctly configured system. What happens after launch depends on execution, consistency, and market response — all of which are outside the scope of this agreement.

IO Studio Follow-Up

Schedule a Meeting

Questions before signing? Book a follow-up call directly with the IO Studio team.