DVM Q2 2026 Marketing Roundup & Q3 Plan
Da Vinci Medical · Marketing Review
Q2 Roundup & Q3 Plan
Paid media performance Apr 1 – Jun 16, 2026 · Q3 strategy and tactical plan
Prepared by Lindsay O'Neill-O'Keefe · Wellness Eternal
01Pipeline & the path to $6M

We track to pipeline, not the close. HubSpot open pipeline is now $12.67M (up 7% week over week) — on paper that exceeds the ~$10M of coverage needed to close $6M by August 31 at a normal win rate. But raw pipeline and qualified pipeline aren't the same thing: stripped of stale and low-quality deals and weighted by realistic close rates, the identified, workable pipeline is ~$4.58M. So the Q3 job isn't mainly building more volume — it's qualifying, attributing, and converting the pipeline we already have, while adding genuinely qualified opportunities.

Open pipeline (HubSpot)
$12.67M ↑ 7% WoW
Identified / qualified
$4.58M wtd ~$2.0–2.5M
Qualified pipeline breakdown (the workable $4.58M)
Invoiced $1.0M
Quoted $1.9M
Unpriced Multi-Zone $400K
Net-new logged $1.1M
Consumer $175K
Why pipeline is the number, not $6M

$6M is the result; pipeline coverage is the input we control. A sales team manages coverage, not the close number directly — we can't will deals shut, but we can qualify and work enough real pipeline that the math produces $6M at a normal win rate. With $12.67M open and growing, raw volume isn't the constraint — quality and conversion are. The lever that's actually in our hands: how much pipeline gets qualified, attributed, and worked each week.

BucketValueConfidenceWeightedAction to convert
Invoiced deals$1MHigh (~80%)$800KChase payment. Incl. Joel/Marie $311K.
Quoted pipeline$1.9MMedium (~35%)$667KPush to invoice. Carrie Weaver $522K is the swing.
Unpriced Multi-Zone quotes$400KMedium$140KPrice at Founding 20, send invoices this week.
Net-new / unlogged (Greg)$1.1MLow (~20%)$220KLog the 14 opps, qualify, move to quote.
Consumer / Shopify (60 days)$175KRun-rate$175KRecover with creative refresh + RWB push.
The honest read for the meeting

Open pipeline of $12.67M looks like more than enough — but most of it is unqualified or low-probability, and a big share of new deals lands tagged "Other" (the attribution gap in action). Weighted by realistic close rates, the workable pipeline produces roughly $2.0M–$2.5M of likely revenue today. Closing $6M means converting more of the $12.67M, not just admiring its size. The fastest levers are already in motion — price the unpriced Multi-Zone quotes, work the 97 SHP leads, log Greg's 14 opportunities, get a Jason call on the $522K Carrie Weaver bundle, and fix attribution so we can see which pipeline is real.

Momentum: $651K closed in June so far, ~$770K trailing 30 days

June is closing strong: $651K closed month-to-date across 87 deals (June 1–22), and ~$770K over the trailing 30 days. June equipment alone is $527K, led by four bed-class sales — Harvey ($99,997), Hunter ($99,997), Welch ($94,994), and McDadi's Superhuman System ($76,497) — plus two TreadVAC units. That's real money closing right now and the strongest signal in the deck: the engine converts when qualified pipeline is worked. (This week, June 12–18, was $160K across 22 won deals — a softer week within a strong month.)

Underlying Q2 revenue (where we're starting from)

Shopify onsite Q2: $372K (down 18%). Rep-closed Q2: $1.01M across 83 deals. Active priced pipeline: $2.67M. Full rep-by-rep breakdown below.

This week's snapshot (June 12–18)

From the weekly performance report, a few signals worth flagging: closed-won was $160K across 22 deals (down from $333K / 34 the prior week — a softer week inside a strong month). Paid media had a weak week: $8,659 spend against just $5,527 GA4 paid revenue, a 0.64x blended ROAS — Google ran 1.05x and Meta's purchase value isn't valued in the export. Call answering improved sharply: only 3 missed calls, a 5.6% missed rate on 54 tracked calls, well down from May's 23%. And 742 new contacts came in (+743%), though new-deal value landed overwhelmingly in "Other" ($961K / 32 deals) — the attribution gap again. Read the paid ROAS carefully: it's GA4-attributed (which undercounts), and the business still closed $160K via other channels, so the takeaway is that paid wasn't the engine this week, not that the week was bad.

Sales repQ2 closedOpen pipeline
Dale Sheppard$411,579$220,459
Elyse Lemen$284,001$977,165
Chuck McDougall$101,818$1,463,063
Gregory Neal$7,890$12,828
Team total$1,005,762$2,673,515
Read the rep table carefully before any staffing call

Q2 closed and open pipeline come from the June 8 HubSpot export and are understated for two reps: Greg's 14 new opportunities (~$1.1M potential) are not yet logged, and Dale's Joel/Marie France invoices ($311K combined) sit in a separate report. Greg's weak Q2 snapshot reflects a slow quarter plus unlogged pipeline, not necessarily a weak rep — so any headcount decision needs a clean, verified 60–90 day performance trend pulled fresh, not this single snapshot. The figures here are directional and should be confirmed against a clean export before any decision rests on them.

Backing into $6M — coverage is there, convert it

No team closes 100% of pipeline. At a realistic blended win rate of ~60%, closing $6M by August 31 needs roughly $10M of qualified coverage. Open pipeline is now $12.67M — so on paper the coverage already exists. The catch is quality: the identified, workable share is ~$4.58M and weighted-realistic is ~$2.0–2.5M. So the task isn't mainly building net-new volume; it's qualifying, attributing, and converting the pipeline we already have, plus adding genuinely qualified opportunities. The product mix and lead targets below are how we get there.

Close target
$6M
by Aug 31
Win rate (blended)
60%
sales-leader realistic
Open pipeline
$12.67M
2.1x coverage · ↑7% WoW
Workable / weighted
~$2.0–2.5M
the conversion gap
The shift: from "build pipeline" to "convert pipeline"

Earlier the gap was raw coverage. With $12.67M open, that's no longer the constraint — conversion and quality are. The job now: qualify the open pipeline so we can trust it, attribute it so we know what's real, and convert the workable share. Net-new lead generation still matters (targets below), but it supplements conversion rather than carrying the whole number.

How the $10M pipeline is built — by product

The two hero products carry it: Multi-Zone beds and SHP. Bed pricing is blended — the first 20 are Founding 20 at $99,997, beds 21–50 are retail $124,997 (possible discounting TBD), so 50 beds is ~$5.75M, not $5M. Other equipment fills the rest. Consumer runs as a separate transactional line.

ProductPipeline targetAvg dealOpportunities
Multi-Zone beds (50)$5.75M$114,997 blended50
SHP packages$3M$95,00032
Other equipment$1.25M$40,00031
Total pipeline$10M113 opps
The lead math — 228 new leads in 15–30 days (targets, not history)

113 qualified opportunities are needed in pipeline; ~56 exist today, so ~57 net-new must be created. At a lead-to-qualified-opportunity rate of ~25%, that means roughly 228 new leads in the next 15–30 days. The allocation below is a forward target for where to generate them — not a claim about past performance. Several of these channels are new or unproven (LinkedIn just launched, BBL leads not yet delivered, Trade Desk not live), so the targets carry real execution risk and should be tracked weekly against actuals.

Lead sourceTarget (15–30 days)Status & note
SHP recovery (97 existing + new)53Proven demand. Work the 97 now; keep campaign running.
Trade Desk programmatic (beds)45New — not live yet. $5K, practitioner targeting, ungated page.
Cold calling + AI call answering38AI cold caller trained; expand AI agents to answer off-hours/overflow. Recovers missed inbound (see below).
Paid (programmatic now; Meta + Google when cleared)38Meta/Google frozen until TheraLight clears. Trade Desk live; scale winners on resume.
LinkedIn (Chuck/Greg, Multi-Zone)30Live — pivoted to Multi-Zone, 5 hot leads in week 1 before Greg is even live.
BBL webinar series24Leads not yet delivered. Target only until they arrive.
Total new leads228Feeds ~57 new qualified opps to supplement conversion of the open pipeline.
Keep call answering tight — and cover off-hours

Call answering has improved sharply: the missed rate was 23% in May but just 5.6% this week (3 missed of 54 tracked). That's real progress — keep it there. The remaining opportunity is off-hours and overflow: an AI answering layer ensures no inbound goes to voicemail nights, weekends, and during call spikes, at zero new spend. The AI cold caller is already trained; adding inbound answering protects the gains and catches the high-intent inbound demand we've already paid to generate. Pair it with CallRail so every recovered call is logged and source-tagged.

Onsite (consumer) target — runs in parallel

Consumer/Shopify is transactional, not pipeline. Target ~$350K onsite over 60 days — that's ~184 orders at ~$1,900 average, about 3/day. June is running ~1.3/day, so this requires roughly doubling consumer velocity through the creative refresh, the Red White & Blue push, and Google Shopping on accessories. The consumer number is additive to the rep-sold pipeline, not part of it.

Channel call: where to lean in, where to pull back

Direct answer to "should we stop red light paid search and lean into SHP consumer + Shopping?" — it's a yes with a split, because "red light" means two different things:

ChannelQ3 callWhy
Red light consumer panels (Meta)Keep / scale8.3x ROAS — your best campaign. This is not the one to cut.
Google Branded SearchScale$52 per lead — cheapest source on the account.
Red Light Bed Search (Google)Keep + fix the page$137/lead, 78 leads. Works — ungate the page so they convert.
SHP consumer (Meta + funnels)Lean in hardHero product, 97 leads waiting, strong intent. Top priority.
Google Shopping — accessoriesLean inAir Purifier $88/lead. Converts, no TheraLight risk.
SHP Search campaign (Google)Pause / rebuild$639/lead, 4–12x worse than everything. The real loser.
Multi-Zone via Trade DeskLaunch (new)Programmatic prospecting to practitioners — the right bed channel.
The strategic logic in one line

Bed search is cheap and working ($137/lead) — the bottleneck is the gated page, not the campaign, so fix the page and keep the ads running. Scale the cheapest sources (Branded Search $52, Air Purifier $88, red light panels 8x), pause the one true loser (SHP Search at $639/lead), and add Trade Desk for bed prospecting. The earlier instinct to "stop red light search" was right about a problem but pointed at the wrong campaign.

02Total ad spend & what happened in May

Two things happened in Q2 that are easy to conflate but are not the same. In April, Google Shopping for the red light beds was deliberately turned off and pricing pulled from the bed pages, because TheraLight was using DVM's listings to intercept bed leads — a correct, protective decision. Separately, May sales dropped. The drop was not caused by the Shopping shutoff; it was caused by execution gaps in the response to it. Below is the honest diagnosis.

Meta spend (Q2)
$33.5K
complete data
Google spend (Q2)
$45.5K
295 leads · $154 blended CPL
Google impressions
1.48M
−26% Apr→May (Shopping off)
Meta impressions
1.46M
consumer targeting
The April decision was right — the May execution was not

In April, Google Shopping for the red light beds was turned off and pricing pulled from the bed pages, because TheraLight was using DVM's priced listings to intercept bed leads. That was the correct defensive call, and it worked — bed lead protection improved. Turning off Shopping did not cause the May sales drop. The decline came from what didn't happen next: the Marketing Reel team did not pivot spend and attention into DTC/Shopify to offset the change, did not optimize the Meta lead campaigns, and left the SHP pages with unclear, conflicting messaging. The May dip was an execution gap, not a tradeoff of the April decision.

The real reasons May sales dropped — to confirm, not assume

Honest diagnosis matters more than a clean story. The likely drivers, in priority order: (1) no DTC pivot — with Shopping off, nobody leaned Shopify/DTC effort in to replace the volume; (2) Meta lead campaigns not optimized — the SHP ABO structure sat unfixed while spend continued; (3) SHP page messaging is broken — unclear and self-contradicting (see below), so the leads that did arrive converted poorly; (4) creative went stale — static product images kept running. These are fixable execution issues, not a market or product problem. The next step is to confirm each against the data rather than attribute the drop to the Shopping shutoff.

SHP messaging is actively wrong — fix this week

The Superhuman Protocol pages have conflicting messaging that needs to be rewritten. The most important fix: the "steps" framing does not apply — the 360i bed has PEMF built in, so presenting SHP as a sequence of separate steps/devices contradicts the product. Messaging needs to reflect that the bed is an integrated system, not a multi-step stack. Clear, single-minded outcome messaging on the SHP pages is a prerequisite for any paid traffic to convert — right now spend is landing on pages that confuse the buyer.

Lead origination is a reporting gap, not a number we have

Each platform reports its own leads, but nothing connects them — so the most basic question, "how many total leads did we get and where did they come from," cannot be answered cleanly today. Here is exactly what we can count and what we can't.

SourceCountWhere it comes from
Google295 leadsGoogle Ads report (conversions). Verifiable.
Meta68 purchasesMeta report. Optimized to purchases, not leads — not directly comparable to Google's lead count.
SHP form leads97HubSpot SHP report. May overlap with paid above.
Organic searchUNKNOWNConfirmed as the "(No value)" deal source, but there is no lead count for it.
Total unique leadsUNKNOWNPlatforms double-count; no dedupe across Google, Meta, organic, and direct.
Leads → closed dealUNKNOWNNo source field on HubSpot deals — no lead can be tied to a sale.
Why this is the gap to close first

We can say Google reported 295 leads and Meta reported 68 purchases — but we cannot say how many total leads DVM got, how many came from organic, or which channel produced any closed deal, including beds. The numbers above are each platform's self-report, measured differently and likely overlapping. There is no single, deduplicated, source-stamped lead count anywhere. This is not a number to estimate — it is a blind spot to fix by stamping a lead source on every contact and deal. Once that exists, this table fills in with real totals and the channel-to-revenue link finally works.

What the red light bed reporting does show (Apr–Jun)

The HubSpot bed reports give us something the gap above doesn't: bed campaigns tracked from lead all the way to customer. Three things stand out — bed search and competitor campaigns convert end to end, attribution capture is improving each month, and the contrast with SHP is stark.

MonthBed leads (Google-attributed)Unattributed "(No value)"Bed customers won
April11 — search 5, competitors 4, shopping 1, +competitors 1172 (search + competitors)
May7 — search 4, competitors 1, +search 1, +competitors 191 (search)
June11 — search 3, competitors 2, branded 2, shopping 1, ewot+shopping 1, therapy bed 1, +competitors 141+ (competitors)
Read it alongside the SHP reporting

1. Bed search and competitor campaigns convert to customers in every month — not just leads, actual closed customers. That is end-to-end proof the bed search channel works, and it confirms the earlier correction: do not kill bed search, fix the page it lands on. 2. Attribution is improving on its own — the "(No value)" unattributed count fell 17 → 9 → 4 across April, May, June, so source capture is already getting better month over month. Finishing the lead-source fix accelerates a trend that's already moving the right way. 3. The SHP contrast is the headline: 97 SHP form leads, zero converted to deals, while bed campaigns with far fewer leads are closing customers. That tells us the bed demand engine works and the SHP problem is conversion, not lead generation — which is exactly where the SHP messaging fix and lead-recovery plays are aimed.

This is also our pricing-off baseline. April–June ran with pricing off the site. Pricing is now back on to reopen Shopping, so these monthly bed-lead numbers are the benchmark to measure the pricing-on period against — the test is whether pricing/Shopping lifts qualified bed lead volume enough to justify the TheraLight exposure.

Google now in hand — $45.5K spend, 295 leads, and a measurement problem

Google ran $45,484 in Q2 and generated 295 conversions (leads) at a $154 blended cost per lead. But the conversion value column is empty — Google has no revenue tracking wired up, so it can report leads but not ROAS. That's the same attribution gap as everywhere else. Combined spend across Meta ($33.5K) and Google ($45.5K) is ~$79K in Q2 paid media.

Google campaignSpendLeadsCost / lead
Branded Search$4,29182$52
Air Purifier Shopping$3,77643$88
Red Light Bed Search$10,66078$137
Red Light Bed Competitors$2,78418$155
Methylene Blue Shopping$1,1495$230
EWOT Shopping$11,30639$293
PureWave PEMF Shopping$5,41917$316
Superhuman Protocol Search$3,4815$639
Two Google findings that change the channel plan

1. Red Light Bed Search is actually working. $10,660 drove 78 leads at $137 each — one of the most efficient lead sources on the account, and it's running right now to the bed pages. The earlier "pause bed search" call was based on the gating assumption; the data says bed search is producing leads cheaply, so the priority is fixing the page so those leads convert, not killing the campaign. 2. The SHP Search campaign is the real loser — $3,481 for just 5 leads at $639 each, 4–12x worse than every other campaign. That is the Google campaign to pause and rebuild, not bed search. Branded Search ($52) and Air Purifier Shopping ($88) are the cheapest lead sources and should scale.

03Q2 paid media scorecard

Meta delivered a healthy blended return; the headline number is solid but it hides a sharp split between a few strong campaigns and a meaningful chunk of wasted spend. Google data is now in hand: $45.5K spend, 295 leads at a $154 blended cost per lead. Both platforms can report leads, but neither has conversion-value tracking wired up, so true ROAS still requires the HubSpot source-to-close link.

Meta spend
$33.5K
11 active campaigns
Meta attributed rev
$129.6K
68 purchases
Blended ROAS
3.87x
healthy, but uneven
Truly wasted spend
$1.3K
+ $8.1K SHP unconverted
Google impressions
1.48M
spend/conv data missing
SHP leads (Apr–now)
97
0 converted · declining
Read this number carefully

Every one of Meta's 68 purchases is a consumer / e-commerce sale — HyperMax, red light panels, Qi Shield, VO2 (all sub-$15K products). None are $99,997 beds. Meta is performing well as a consumer-revenue engine, but it is not currently a bed-acquisition channel. That distinction drives the entire Q3 budget logic below.

GA4 channel view (Apr 1 – Jun 18) — where revenue actually comes from

The GA4 traffic report adds the on-site truth the paid platforms can't: ~62,216 sessions and ~$377,389 in attributed revenue, broken out by channel. It tells a clear story — organic and branded carry the revenue, while broad paid social burns sessions for almost nothing.

ChannelSessionsRevenueRev / session
Organic Search10,404$92,784$8.92
Organic Shopping1,082$77,413$71.55
Paid Search (mostly Branded)2,143$65,381$30.12
Direct$46,307most key events (114)
Paid Shopping10,337$34,903$3.38
Paid Social16,721$3,266$0.20
Total (all channels)62,216$377,389
What the channel data tells us

1. Organic Shopping is the efficiency star — just 1,082 sessions but $77K in revenue, about $72 per session. That's the single strongest argument for the pricing-back / Shopping test now live: Shopping converts extraordinarily well when it's on. 2. Paid Social is the leak — it consumed 16,721 sessions, more than any other channel (27% of all traffic), and returned $3,266 at $0.20 per session with just 4 key events. The broad cold Meta campaigns pull huge traffic at near-zero conversion. 3. Organic Search and Branded Search carry the business — together over $157K, with Branded punching far above its weight ($65K from 2,143 sessions). The Q3 logic follows directly: lean into organic and branded, test Shopping hard, and keep cold paid social tightly leashed and use-case driven. Note GA4 revenue (~$377K) lines up closely with Shopify's Q2 onsite ($372K), so the channel split is trustworthy even though exact attribution still needs the source-to-close link.

04What won, what lost

Ranked by spend. Two campaigns are carrying the account at 8x+ returns. The largest line item — Superhuman Protocol — shows zero purchases, but it is a lead-gen campaign that produced 97 leads; the issue is conversion, not pure waste. Genuinely wasted spend (campaigns with no leads and no sales) is ~$1.3K.

CampaignSpendPurchasesEst. revenueROAS
Superhuman Protocol — High Value Interests (ABO)$8,1400 sales / 97 leadspipelinelead-gen
EWOT HyperMax (CBO)$6,27019~$51,3378.2x
Red Light Panels (CBO)$6,19622~$51,3448.3x
TreadVac / CycleVac / BodyRoll (CBO)$4,9527~$11,6612.4x
Qi Shield (CBO)$3,80610~$10,9472.9x
VO2 (ABO)$2,83810~$4,2851.5x
TreadVac / CycleVac — Leads$9440$00.0x
Boosted social posts (4)$3580$00.0x
Reframe, don't just kill — SHP generated 97 leads

The Superhuman Protocol "High Value Interests" campaign shows zero purchases on Meta, but the SHP leads report tells the fuller story: it produced 97 leads from April 1 to now (49 in April, 34 in May, 14 in June so far) — 38 clinic, 59 personal. The problem is twofold: (1) it's a lead-gen campaign being measured against a purchase ROAS goal, so Meta scores it zero; and (2) none of the 97 leads have converted to a deal yet, and lead volume is declining month over month (-31% April to May). So the $8,140 isn't pure waste — it's unconverted pipeline. The fix is to route those 97 leads to the sales team now, fix the conversion tracking so the campaign is measured on leads not purchases, and rebuild it as CBO to lift volume.

The real problem: 97 leads, 0 conversions

Not one of the 97 SHP leads has become a deal. That is the conversion break to fix this week — the leads exist and are sitting idle. Combined with declining monthly volume, SHP needs a nurture sequence, sales follow-up, and a campaign rebuild, not just a pause. Until those leads are worked, every new dollar of SHP spend stacks more unconverted contacts on top of the pile.

Scale these — proven 8x return

Red Light Panels (8.3x) and EWOT HyperMax (8.2x) are the engine. Together they spent $12,466 and returned ~$103K. They can absorb materially more budget before efficiency drops. The HyperMax result also contradicts the assumption that oxygen has stalled — on Meta, EWOT/HyperMax is the top performer. The slowdown is likely in a different oxygen SKU or channel, not EWOT.

05Creative audit

Only five ads carried meaningful spend. The pattern matches the directive on the table: static product-only images underperform creative that shows the product in use.

AdTypeSpendVerdict
Red Light Therapy Leads Image V4Static product image$2,479Rotate out as video lands
Superhuman Protocol VideoVideo$1,198Keep, iterate
Red Light Therapy Leads Image V1–V3Static product images$390Rotate out as video lands
Creative direction for Q3

Don't pull static ads without replacements ready — an empty ad slot is worse than a weak one. There's already a healthy creative pipeline: a large library of approved video and image creative (Theralight 360i ads in all formats, VO2 Pro, 220i panels, SuperHuman Protocol ads, Ballancer Pro, grounding shorts) plus more queued for approval and testing. The move is to rotate the proven-weak static product images out as approved video and use-case creative is tested in, not to kill ads and leave gaps. The Superhuman Protocol video held spend better than any static image and is the template: more video, more before/after, more real-clinic footage. The single most urgent need is fresh video creative, fast — that's the bottleneck, not a shortage of assets overall.

Creative pipeline status — SHP Ultra ads cleared to run ASAP

The SHP Ultra ad sets are approved and cleared to run now — Theralight 360i, VO2 Pro, and Matrix Onyx Ascent, each in all three formats (1x1, 4x5, 9x16). Deploy them immediately; this is the video gap starting to close with ready creative. Also approved and ready to rotate in: TheraLight 220i panels, SuperHuman Protocol ads, Multi-Zone ads, Ballancer Pro, and grounding-benefit shorts. In the queue awaiting approval/testing: several Canva designs and the Red White & Blue set. The Multi-Zone bed landing page is live at davincimedicalusa.com/pages/multizone360. The constraint is approval-and-test throughput plus net-new video volume — not a blank slate.

06Messaging — SHP first, then oxygen

Messaging is a direct cause of weak conversion, not a cosmetic issue. The Superhuman Protocol pages are the urgent fix — they actively contradict the product. Oxygen needs a reframe too, but SHP comes first because it's a hero product taking paid traffic right now.

SHP — fix the contradiction

Urgent, this week
  • Drop the "steps" framing — it implies separate devices in sequence.
  • The 360i bed has PEMF built in, so SHP is an integrated system, not a multi-step stack. The current pages contradict the product.
  • Rewrite to one clear outcome-led message: what the buyer gets, not the components.
  • Paid traffic is landing on confusing pages right now — this caps conversion until fixed.

Oxygen — reframe to outcomes

EWOT HyperMax is winning
  • EWOT HyperMax returned 8.2x on Meta — the top oxygen performer, not a laggard.
  • If oxygen revenue slowed, confirm which SKU before rewriting the whole category.
  • Shift from specs (flow rates, bagless) to outcomes (energy, recovery, cognition).
  • A/B test 3 headlines and 2 offer framings; lead ads with a person using the system.
07Q3 budget reallocation

The immediate move is mechanical: stop the bleed, feed the winners, and split the budget cleanly between consumer revenue (where Meta works) and bed acquisition (where it does not).

Stop / cut

~$1.3K/quarter recovered
  • Kill the TreadVac/CycleVac "Leads" campaign — $944, zero leads, zero conversions.
  • Stop boosting organic social posts as ads — $358, zero return.
  • Rotate static product-only images out as approved video/use-case creative is tested in — don't pull ads without replacements ready.
  • Pause SHP "High Value Interests" only after the 97 existing leads are worked — don't keep stacking unconverted leads.

Scale / shift / fix

Toward proven 8x, beds, and conversion
  • Increase budget on Red Light Panels and EWOT HyperMax (both 8x+).
  • Work the 97 SHP leads now — nurture sequence + sales follow-up. This is unconverted pipeline, not waste.
  • Rebuild SHP as CBO measured on leads, not purchase ROAS, with use-case video.
  • Solve the Google Shopping channel conflict — restore bed lead flow without feeding TheraLight (see below).
  • Launch the Trade Desk programmatic prospecting campaign for the Multi-Zone bed — $5K, approved by Jason, live by end of June.
  • Carve a dedicated bed-acquisition budget for Google Branded + Search and bed-page retargeting.
The structural fix that unlocks everything

Right now bed revenue and consumer revenue are blended, and Google has no conversion tracking at all. Before scaling any bed spend, stand up proper attribution: HubSpot lead-source on every deal, conversion tracking on Google, and separate consumer vs. bed reporting. Without it, you are flying blind on the channel that actually sells the $99,997 unit.

Trade Desk programmatic — approved added budget, kick off this week

A $5K programmatic prospecting campaign for the Multi-Zone bed runs through The Trade Desk — net-new budget already approved by Jason, not pulled from existing spend — targeted live by end of June. This is the first dedicated bed-acquisition paid channel; everything in Meta to date has been consumer. Get it live this week. To make the $5K work: target practitioner and clinic-owner audiences, point it at a bed landing page with lead capture, and tag every lead with source = Trade Desk so its ROI is measurable from day one. At $99,997 per bed, a single close returns the spend 20x.

Blocker: the Multi-Zone page is gated, so Google ads can't run to it

The Multi-Zone bed page is built, but it sits behind a password gate (to keep TheraLight from scraping pricing and intercepting leads). Google Ads will not approve traffic to a gated or login-walled destination, so right now paid search can't point at the bed page at all. This is the single blocker holding back bed-acquisition paid media. The fix is an ungated, ads-compliant landing page that protects what matters:

ApproachAds-eligibleProtects from TheraLightNotes
Ungated lead-capture page, no pricingYesYesOutcomes + form/booking, no price shown. Best fit for paid.
"Request pricing" / call-for-quote pageYesYesRoutes to sales; price never exposed publicly.
Keep full page gated (current)NoYesUse as the post-qualification deep page behind the form.
Ungate the full priced pageYesNoRe-exposes pricing to TheraLight — do not do this.
The move this week

Build a single ungated Multi-Zone landing page with outcome-led messaging, no price, and a lead-capture form or booking link. That page becomes the destination for Trade Desk, Google Search, and retargeting alike. The existing gated page (password superhuman360) stays as the detailed deep page shown after someone qualifies. This unblocks every bed-acquisition paid channel at once without giving TheraLight the pricing.

Pricing is back on — this is a deliberate test, measure it

Decision (per Jason): pricing is back up on the website so we can run Shopping ads again. This is a real tradeoff, and we're treating it as a test, not a one-way door. Pricing off (April–June) protected bed pricing from TheraLight interception but cost top-of-funnel Shopping volume. Pricing on (now live) restores Shopping and should lift lead volume, but re-exposes bed pricing. The job now is to measure the difference and act on it fast.

The bed reporting above (April–June) is our pricing-off baseline. With pricing live, track week over week: bed lead volume (Shopping + search), lead-to-opportunity quality, and any sign of TheraLight interference. If the incremental qualified leads outweigh the exposure, keep it; if not, pull back. Two guardrails while we test: scope pricing to the consumer catalog where it's safe and keep the high-ticket Multi-Zone bed on "call for pricing" if possible, and reconcile timing with the Google freeze (Shopping is Google paid) so we know we're cleared to run.

08Marketing Reel — scope and where we lift performance

Marketing Reel remains our active partner across paid media, email, and Truista. They run all DVM paid media (the [MR] prefix on every campaign). The focus for Q3 is not whether they stay — they do — it's sharpening performance together on the gaps Q2 exposed, with clear KPIs so the work and the spend both show results.

What Marketing Reel handles for DVM, and what it costs

$7,144/month in fixed retainers (~$85,728/year), plus hourly work billed on top.

ServiceFeeType
Google Ads management$3,000/moFixed retainer (~16% of Google spend)
Personalized Email$2,600/moFixed retainer
Facebook Ads management$1,544/moFixed retainer (~12% of Meta spend)
Website design$45/hrVariable, billed hourly
Digital marketing$80/hrVariable, billed hourly
Fixed monthly total$7,144/mo~$85,728/yr + hourly
Fee in context

The ad management fees run roughly 12–16% of spend — in normal range for an agency, so the rate is fair. The opportunity is to get more out of it: a full quarter ran with no conversion-value tracking on either platform, the dead SHP ABO campaign and $639/lead SHP Search were left running, and creative went stale. None of that is a reason to change partners; it's the shared to-do list for Q3.

What we lift together in Q3 (KPIs to hold)

Marketing Reel stays on all paid media, email, and Truista. The shared goals: stand up conversion-value tracking on Meta and Google so we can finally see ROAS; add lead-source stamping to every contact and deal; split consumer vs. bed reporting; refresh creative away from static product images (the SHP Ultra video set is ready to run); pause the dead campaigns and rebuild SHP prospecting; and produce a Personalized Email performance report so the $2,600/mo line is visible. Clear KPIs and a regular checkpoint keep the partnership accountable and the spend working.

09First 30 days — owners & deadlines
This week
Work the 97 SHP leads + pause dead campaigns
Route SHP leads to sales now. Kill TreadVac Leads + boosted posts. Reallocate to the two 8x winners.
MR + Sales
This week
Pull Google spend + conversion report
Close the data gap. Without it the paid picture is half-blind.
MR / Lindz
This week
Film the Light Bed webinar
Capture use-case creative in the same shoot — clips for the ad refresh.
Lindz / DVM
This week
Rewrite SHP page messaging
Drop the "steps" framing — 360i has PEMF built in. One integrated-system, outcome-led message. Prerequisite for paid traffic to convert.
Wellness Eternal
This week
Build ungated Multi-Zone landing page
No price, outcome-led, lead-capture form. Unblocks Google + Trade Desk. Gated page (superhuman360) becomes the deep page behind the form.
Wellness Eternal
By Jun 30
Launch Trade Desk programmatic (Multi-Zone)
$5K approved added budget. First bed-acquisition channel. Practitioner targeting → ungated lead page, source-tagged.
Marketing Reel
Week 2
Train AI agents to answer off-hours / overflow calls
Missed rate improved 23% (May) to 5.6% (this week). Cover off-hours/overflow so no inbound goes to voicemail. Zero new spend.
Lindz
Week 2
Stand up attribution
HubSpot lead-source on every deal, Google conversion tracking, consumer vs. bed reporting split.
WE / MR
Week 2–3
Rebuild SHP prospecting (CBO + video)
Replace the dead ABO campaign with the structure the winners use.
Marketing Reel
Week 3
Launch oxygen A/B tests
3 headlines, 2 offers on oxygen pages. Outcome-led messaging.
Wellness Eternal
Week 4
Sharpen paid media with Marketing Reel
Stand up conversion tracking + lead-source stamping; cut dead campaigns; refresh creative. Set KPIs.
Lindz / Jason
10SHP lead recovery — ready to deploy

The 97 Superhuman Protocol leads are the fastest revenue available: demand already paid for, sitting unconverted. Two deliverables are built and ready to run in parallel this week.

Call list

97 leads, assigned
  • 38 clinic leads (bed buyers) flagged HIGH priority, sorted newest-first.
  • 59 personal leads for the consumer track.
  • Round-robin assigned ~24 per rep with HubSpot contact links and status columns.
  • Reps start calling clinic leads immediately.

Nurture sequence

5 emails, 2 tracks
  • Clinic track: revenue case, Founding 20 bed, timing objection, break-up.
  • Personal track: outcomes, Red White & Blue offer, financing, break-up.
  • Any reply or click routes the lead to the assigned rep.
  • Email nurtures while reps call in parallel.
Why this is the highest-ROI move this week

These 97 leads cost $8,140 in ad spend to acquire and have produced zero revenue so far. Converting even a handful of the 38 clinic leads to beds at $99,997 turns the "worst campaign on the account" into one of the most profitable. No new spend required — just follow-up.

11To finalize this report

This roundup now covers Shopify onsite sales, HubSpot rep deals and pipeline, complete Meta data, the SHP leads, and impressions-only Google data. These remaining inputs would close the last gaps and let the Q3 plan move from directional to precise.

  • Conversion-value tracking on Google + Meta — both report leads but not revenue per campaign, so ROAS is still unmeasurable
  • Marketing Reel email performance report — what the $2,600/mo Personalized Email line produces
  • Klaviyo / email report — sends, opens, clicks, attributed revenue by flow
  • Fresh HubSpot export with lead-source on every deal and Greg's 14 new opportunities logged
  • GA4 or site analytics — sessions and conversion by channel (catches assisted conversions Meta's last-click misses)
  • Programmatic / GroundTruth report, if live
CMO Q3 focus & build

Beyond hitting $5.95M by end of August, Q3 builds the marketing engine that keeps producing after the Road to 50 push ends. Three priorities: a focused product portfolio, a content production pipeline, and funnel infrastructure for paid prospecting and retargeting.

Portfolio focus

Two products, all energy behind them
  • Superhuman Protocol — both tracks: home/consumer and clinic. The 97 leads start here.
  • TheraLight Multi-Zone 360 — the hero bed, Founding 20 through the summer.
  • Everything else (accessories, secondary devices) supports these two, not competes for budget.
  • Messaging, creative, and funnels all built around SHP + Multi-Zone first.

Content production

SlimFit shoots + UGC now
  • Now: source UGC — real users and clinics showing the SHP and bed in use. Fast, cheap, authentic.
  • Build: storyboard a proper shoot at SlimFit Studios, hire a production team.
  • Capture the Light Bed webinar shoot this week as the first content library — clips for ads.
  • Every asset shows transformation and use case, never product-only stills.
Funnel infrastructure — the Q3 build that outlasts the campaign

The website needs purpose-built funnels for paid traffic, separate from the organic site. Two funnels per priority product:

FunnelProductAudienceGoal
Prospecting — coldSHP (consumer)Lookalikes, interest, cold trafficCapture lead → nurture
Retargeting — warmSHP (consumer)Page visitors, video viewers, cart abandonersOffer → purchase
Prospecting — coldSHP (clinic)Practitioners, clinic ownersCapture lead → rep call
Retargeting — warmMulti-Zone bedBed-page visitors, webinar viewersFounding 20 → discovery call
How the pieces connect

Content feeds funnels, funnels feed the sales team. UGC and SlimFit footage become the prospecting ad creative; landing pages capture leads; the nurture sequences (already built for SHP and the bed) warm them; retargeting closes consumer or books the discovery call. This is the system that turns paid spend into predictable lead flow after the Road to 50 sprint, and it is built around the two products we've chosen to lead with.

Deliverables accompanying this report

shp-leads-call-list.csv — 97 SHP leads, prioritized and assigned to reps. shp-nurture-sequence.txt — 5-email clinic + personal nurture tracks. Road to 50 tracker — separate bed-sales dashboard. This report covers Q2 marketing performance and the Q3 plan only.

Action summary

Every initiative in one view, grouped by timing. Tap a status to update it. Step-by-step plans are in the Tactical Playbooks tab. Track to $10M pipeline; $6M is the outcome.

Progress to plan
2 of 21 complete
Done In progress Blocked Not started Tap any status to update · saved automatically
This week
Get Jason's written approval to run Multi-Zone adsStephen
Work the 97 SHP leadsSales + WE
Reposition + rewrite website messaging (SHP fix)Lindsay + Alyssa
Add pricing back — test lead lift vs. baseline, measure weeklyWE / DVM
Ungated Multi-Zone lead page (no pricing, lead form)Shaun + Lindsay
Q3 campaign calendar + creative for approval (EOW)Lindsay + Shaun
Kill SHP Search + dead Meta campaignsMR
Scale the proven winnersMR
Ship video creative ASAP (SHP Ultra ads cleared)WE + MR
Edit webinar → send to BBL this weekendLindz team
SHP Ultra +$500 (sale + retail) & build Multi-Zone PDP in ShopifyTamás
Red White & Blue sale email to databaseWE / MR
MailDoso setup + warm up cold-email domainsKaty + Stephen
Weeks 2–4
Launch Trade Desk programmaticMR
SimpleTalk inbound AI answeringLindz
Stand up attribution / closed-loopMR & Alyssa (oversight: WE)
Oxygen A/B messaging testsWE
Ongoing Q3
Build $10M pipeline (228 new leads)Sales + all channels
LinkedIn outreach — Multi-Zone focus (5 hot leads wk 1)Chuck / Greg
Content production (UGC + SlimFit)WE
Log Greg's 14 opportunitiesGreg / Sales ops
Tactical playbooks

A step-by-step plan for each initiative — owner, deadline, why it matters, the steps, and the success metric. The repositioning & messaging play comes first because it shapes everything else: the website, the funnels, the creative, and the ads.

Reposition the message — outcome-led, FDA-compliant
CriticalLindsay + AlyssaThis week

The site leads with hardware — beds, panels, specs. But people buy the outcome, not the equipment: every winning ad this quarter was outcome-led, every loser was a product shot. The fix is to lead with the transformation and let the device be the how — while staying firmly in the wellness lane and out of disease-claim territory.

Compliance first — read this before writing a word

This is marketing guidance, not legal clearance. The specific claims allowed depend on what each device is actually FDA-cleared for. Every line of copy must be reviewed by DVM's FDA/regulatory counsel against each product's clearance status before it goes live. The rule of thumb: general wellness and structure/function claims are the lane; disease claims (treat, cure, prevent, reverse a condition) are not, unless a specific device is cleared for it.

The message architecture

Top
One brand promise: Superhuman
Human optimization — performance, vitality, your best self. Aspirational lifestyle language is ownable and safe. Everything ladders up to this.
Middle
Two paths, because there are two buyers
"Bring the Superhuman Protocol home" (consumer: personal transformation, daily use) vs. "Add the Superhuman Protocol to your practice" (clinic: lead with the revenue and differentiation, then patient experience). Don't make them read the same page.
Bottom
Two hero products as the path to the outcome
SHP and the TheraLight Multi-Zone 360 — positioned as how you get the result, not as the thing being sold.
Proof
Real people, real use
Use-case footage, practitioner testimonials, experience-based stories. Keep testimonials to wellness experience ("I feel more energized"), never disease outcomes.

Compliant language — say this, not that

Stay in this laneAvoid (disease claims)
Supports recovery and relaxationTreats / heals injury or pain
Promotes healthy energy and circulationCures fatigue / fixes poor circulation
For performance and everyday recoveryReverses aging / extends lifespan
Supports general wellbeingPrevents / treats [any disease]
Verbs: supports, promotes, helpsVerbs: treats, cures, heals, eliminates, reverses
  1. Fix SHP first: drop the "steps" framing. The 360i bed has PEMF built in, so SHP is one integrated system, not a device stack. Position it as a single complete protocol.
  2. Rewrite the homepage to the Superhuman promise, then split into the home and clinic paths.
  3. Swap every outcome word into the compliant lane (table above); use supports/promotes/helps throughout.
  4. Keep "longevity/healthspan" as lifestyle language ("live well longer"), not medical prevention claims.
  5. Add the standard wellness disclaimer where appropriate — but note a disclaimer doesn't rescue a non-compliant claim.
  6. Route all final copy through DVM's regulatory counsel before publishing.
Success: An outcome-led site with a clear home/clinic split, SHP framed as one system, and every claim counsel-approved.
Sequence: message first, then build

Lindsay and Alyssa own the new website messaging. Tamas should stop work on redoing the PDPs and optimizing the website until the messaging is locked — there's no point optimizing pages around copy that's about to change. Message first, then PDPs and site optimization rebuild against the approved message.

Work the 97 SHP leads
CriticalSales + WEThis week

97 Superhuman Protocol leads were generated April–now and zero have converted. They cost $8,140 in ad spend and are sitting idle. This is the fastest revenue available — demand already paid for.

  1. Distribute the call list (shp-leads-call-list.csv) — 38 clinic leads flagged high-priority, ~24 per rep.
  2. Reps call clinic leads first (bed buyers), newest-first, this week.
  3. Load the nurture sequence (shp-nurture-sequence.txt) in Klaviyo/HubSpot as two flows: Clinic and Personal.
  4. Any reply or click routes the lead to the assigned rep for live follow-up.
  5. Log every outcome so SHP conversion becomes measurable for the first time.
Success: Convert clinic leads to bed opportunities; move SHP lead-to-deal rate off 0%.
SimpleTalk AI call system
CriticalLindzWeek 2

Call answering improved from 23% missed (May) to 5.6% this week — keep it there and close the off-hours gap. The outbound AI cold caller is trained; an inbound answering layer for nights, weekends, and overflow ensures no high-intent inbound goes to voicemail, at zero new ad spend.

  1. Routing: reps ring first in business hours; AI catches overflow after 4–5 rings and answers immediately after-hours, weekends, holidays.
  2. Capture (every call): name, phone, email, product interest, clinic vs. personal, and "how did you hear about us" (feeds attribution).
  3. Flow: greet → discover → qualify → route by intent (warm transfer or booked callback) → confirm next step.
  4. Handoff: auto-create HubSpot contact/deal, stamp source, assign, notify rep. Hot leads <15 min, standard <4 hrs.
  5. Train the AI on the catalog + pricing rules, but route bed pricing to a human. QA with test calls, go live off-hours first.
Success: Missed-call rate held under 5% with full off-hours coverage. Every inbound call captured and source-tagged.
Build the $10M pipeline
CriticalSales + all channels15–30 days

$6M closed at a ~60% win rate needs ~$10M of coverage. Open pipeline is $12.67M, so coverage exists on paper — the work is qualifying and converting it (workable ~$4.58M, weighted ~$2.0–2.5M), plus adding ~57 net-new qualified opps from ~228 new leads.

  1. Log Greg's 14 opportunities (~$1.1M) and Dale's Joel/Marie invoices ($311K) so current pipeline is visible.
  2. Price the 4 unpriced Multi-Zone quotes at Founding 20 and send invoices.
  3. Generate 228 new leads across SHP recovery (53), Trade Desk (45), cold calling + AI (38), paid (38), LinkedIn (30), BBL (24).
  4. Jason call on the $522K Carrie Weaver bundle — the single biggest swing.
  5. Track pipeline added vs. $10M weekly; adjust source mix to whatever converts.
Success: $10M weighted pipeline by mid-July; on track to close $6M by Aug 31.
LinkedIn outreach — pivoted to Multi-Zone
CriticalChuck / GregLive now

Already working and already producing: we pivoted LinkedIn outreach from general DVM sales to a focused Multi-Zone bed play, and it delivered 5 hot leads in the first week — and that's before Greg's account is even live. This is a real, low-cost bed-acquisition channel hitting at exactly the right target.

  1. Keep the Multi-Zone focus — targeting clinic owners and practitioners for the bed, not general DVM.
  2. Finish training Chuck on Sales Navigator so he's running at full capacity.
  3. Get Greg's LinkedIn account live — the 5 hot leads came without it, so this is pure upside not yet tapped.
  4. Route the 5 hot leads to immediate follow-up and into the bed pipeline; log them in HubSpot with source = LinkedIn.
  5. Track hot-leads-per-week per rep as the channel scales across both accounts.
Success: Both reps live on Sales Navigator, a steady flow of qualified Multi-Zone leads, all source-tagged.
Paid media is programmatic-only for now
ConstraintWE / MRUntil TheraLight clears

New constraint: we can only run paid media through programmatic (Trade Desk) for now — not Meta and not Google — until we hear from TheraLight. That freezes the "scale the winners" and "kill SHP Search" moves on those platforms; they're parked, not cancelled, ready to resume the moment we're cleared. Demand-gen in the meantime runs on programmatic, organic social, email, and the existing-customer base.

  1. Pause new spend on Meta and Google until TheraLight confirms. Don't pull the 8x Meta winners' setup — preserve it to switch back on fast.
  2. Hold the ready-to-go playbook for when we're cleared: scale Red Light Panels (8.3x), EWOT HyperMax (8.2x), Branded Search ($52), Air Purifier Shopping ($88); keep Red Light Bed Search ($137, it works); pause only SHP Search ($639) and the dead TreadVac/boosted posts.
  3. Shift near-term paid weight to Trade Desk programmatic (next card) — the one channel we can run now.
  4. Lean on organic social, email, and the existing-customer fireside (see content plays) to carry demand while search/social is frozen.
  5. Get clarity from TheraLight on what's permitted and when, so we can un-freeze with a plan ready.
Success: No wasted spend during the freeze; a one-click resume plan ready for Meta + Google the moment TheraLight clears.
Gate: Multi-Zone ads need Jason's written approval

Per the latest meeting, Stephen needs written approval from Jason to run the Multi-Zone ads. Get that in writing before any Multi-Zone campaign goes live (programmatic or otherwise). Shaun and Lindsay are providing the Multi-Zone creative for review, and the ungated lead page is the destination — but the written sign-off is the gate.

Trade Desk programmatic — the live paid channel
CriticalWE / MRBy Jun 30

With Meta and Google frozen, programmatic is the only paid lever we can pull right now — and $5K of net-new budget is approved. It also happens to be the first channel pointed directly at bed demand. At $99,997/bed, one close returns the spend 20x.

  1. Build practitioner and clinic-owner target audiences, plus a retargeting pool of bed-page and webinar viewers.
  2. Point the campaign at the ungated Multi-Zone lead page (not a priced product page).
  3. Tag every lead source = Trade Desk so ROI is measurable from day one.
  4. Launch by Jun 30; review lead quality and cost weekly; scale within the approved budget as it proves out.
Success: Qualified bed leads at a trackable cost; at least one bed close pays back the channel 20x.
Ungated Multi-Zone landing page
CriticalWellness EternalThis week

The Multi-Zone page is built but gated (password superhuman360) to block TheraLight scraping. Google won't run ads to a gated page, so paid bed traffic is blocked. An ungated lead page unblocks every bed channel without exposing pricing.

  1. Build one ungated page: outcome-led messaging, no price, lead-capture form or booking link.
  2. Wire source tagging on the form so every lead is attributed.
  3. Make it the shared destination for Trade Desk, Google Search, and retargeting.
  4. Keep the gated page (superhuman360) as the detailed deep page shown after someone qualifies.
Success: Google-ads-eligible bed page live; Trade Desk + bed search have a compliant destination.
Attribution & closed-loop measurement
CriticalWE + MRWeek 2

No lead can be tied to a closed deal today — there's no source field on HubSpot deals. "We can't manage what we can't measure." This is the fix that makes every other channel decision real.

  1. Add a required lead-source field to every HubSpot contact and deal.
  2. Turn on conversion-value tracking in Google and Meta so ROAS becomes computable.
  3. Split reporting into consumer vs. bed so the two don't blend.
  4. Run the pricing test: track bed lead volume + quality week over week against the April–June pricing-off baseline, now that pricing is live.
  5. Build the closed-loop report: creative → lead → activity/days → closed value.
  6. Capture source on every SimpleTalk call to backfill the data fast.
Success: Every deal traceable to a channel; the lead-origination "UNKNOWN" rows fill in.
Sharpen paid media performance with Marketing Reel
CriticalLindz / MRWeeks 2–4

Marketing Reel stays our partner on all paid media, email, and Truista. Q2 exposed fixable gaps — no conversion tracking, dead campaigns left live, stale creative. The play is to fix them together with clear KPIs, so the spend and the work both show results.

  1. Stand up conversion-value tracking on Meta and Google so ROAS is finally visible.
  2. Add lead-source stamping to every contact and deal; split consumer vs. bed reporting.
  3. Pause the dead campaigns (SHP ABO, $639/lead SHP Search) and rebuild SHP prospecting as CBO.
  4. Rotate in the ready creative (SHP Ultra set) and refresh away from static product images.
  5. Deliver a Personalized Email performance report so the $2,600/mo line is visible.
  6. Set KPIs and a regular checkpoint to keep the partnership accountable.
Success: Full attribution live, dead spend cut, fresh creative running — measurable lift with MR.
Fireside chat to existing bed customers (Jason, LIVE)
CriticalLindz / Jason / WEThis month

Our existing red light bed customers (2025 and earlier) are the warmest possible audience for the new Multi-Zone bed — they already own, trust, and use the product. A live fireside chat hosted by Jason about the new bed is a direct upgrade/upsell play to a base we already have, and it needs zero paid media (which matters while Meta + Google are frozen).

  1. Pull the list of all red light bed customers from 2025 and before.
  2. Promote a LIVE fireside chat hosted by Jason about the new light bed (email + organic; no paid needed).
  3. Frame it as an exclusive first look / founders-level upgrade path for existing owners.
  4. Capture registrations and attendees as warm bed-upgrade leads; route to sales for follow-up.
  5. Record it — the session feeds the sizzle reel and content library (next cards).
Success: Existing-customer upgrade leads into the bed pipeline, at zero paid spend.
Reedit Jason's webinar into a sizzle reel
HighWellness EternalAfter filming

Jason's webinar / fireside is premium founder-led footage. Reedited into a short sizzle reel, it becomes a hero piece of video creative — exactly the urgent video gap — usable on the bed page, in programmatic, and across organic.

  1. Reedit the webinar/fireside recording into a tight sizzle reel (multiple cut-downs for different placements).
  2. Pull additional short clips for organic social and retargeting.
  3. Feed the reel into the Trade Desk retargeting pool and the bed landing page.
  4. Route through the approval workflow (Lindsay / Stephen / Alyssa) into testing.
Success: A hero sizzle reel plus clip library from footage we already captured.
Jason's SlimFit shoot — exact content brief
HighWellness EternalOngoing

Jason will film content at SlimFit — we just have to tell him exactly what we need. A founder on camera in a studio is a rare, high-value asset; the only thing standing between that and a full content library is a precise shot list. Don't send him in without a brief.

  1. Write a shot-by-shot brief: each product (SHP, Multi-Zone bed, panels, oxygen), each angle, each message.
  2. Map shots to the 4 funnels and to the compliant messaging (outcome-led, wellness-safe language).
  3. Specify formats up front: 1x1, 4x5, 9x16 for every key clip.
  4. Include the talking points / scripts so Jason knows the exact words (compliant claims only).
  5. Hand Jason one clear brief; he films; WE edits into ads, reels, and funnel content.
Success: One shoot day yields a full, on-message, multi-format content library.
Rewrite SHP messaging
CriticalWellness EternalThis week

The SHP pages contradict the product. The "steps" framing implies separate devices in sequence, but the 360i bed has PEMF built in — SHP is an integrated system. Paid traffic is landing on confusing pages, capping conversion.

  1. Drop the "steps" framing entirely.
  2. Reframe SHP as one integrated system, not a multi-device stack.
  3. Write a single, outcome-led message: what the buyer gets, not the components.
  4. Apply consistently across clinic and personal/home SHP pages.
Success: Clear, single-minded SHP pages; paid SHP traffic converts at a higher rate.
Ship video creative ASAP
CriticalWE + Marketing ReelThis week

Video is the urgent bottleneck — and the first batch is ready: the SHP Ultra ad sets are approved and cleared to run ASAP. There's a healthy approved library and a queue behind it, but the winning format (video, use-case) needs volume fast, and ads can't be pulled until replacements are live. This is about throughput, not starting from zero.

  1. Deploy the SHP Ultra ads now — Theralight 360i, VO2 Pro, Matrix Onyx Ascent, all three formats. They're cleared; get them live ASAP.
  2. Run them where we can today — programmatic and organic social — and queue them for Meta/Google the moment the TheraLight freeze lifts.
  3. Rotate the rest of the approved library (220i panels, SuperHuman Protocol, grounding shorts) in as replacements for weak static images.
  4. Push the queued creative (Canva designs, Red White & Blue set) through approval and into testing.
  5. Prioritize net-new video production — the format that holds spend best — and only retire a static ad once its replacement is live.
  6. Tighten the approval workflow (Lindsay / Stephen / Alyssa) so throughput keeps pace.
Success: SHP Ultra ads live ASAP; video creative in every major campaign; no ad pulled without a tested replacement.
Content production — UGC now, SlimFit next
HighWellness EternalOngoing

Beyond rotating the existing library, build the ongoing creative engine so the pipeline never runs dry. Two speeds: UGC immediately, professional shoots in parallel.

  1. Source UGC now — real users and clinics showing SHP and the bed in use.
  2. Capture extra use-case clips at the Light Bed webinar shoot this week.
  3. Storyboard a proper shoot at SlimFit Studios; hire the production team.
  4. Build a shot list tied to the 4 funnels so one shoot day feeds every ad.
  5. Feed everything through the approval workflow into the testing queue.
Success: A continuously refreshed use-case library; the pipeline stays ahead of spend.
Build 4 website funnels
HighWellness EternalOngoing Q3

Paid traffic needs purpose-built funnels, separate from the organic site — the engine that keeps producing after the Road to 50 sprint. Two funnels each for the two hero products.

  1. SHP consumer: prospecting (cold) + retargeting (warm) funnels.
  2. SHP clinic: prospecting funnel routing to a rep call.
  3. Multi-Zone: retargeting funnel for bed-page and webinar viewers → Founding 20 / discovery call.
  4. Wire each funnel to capture and source-tag leads, feeding the nurture sequences.
Success: Four live funnels turning paid spend into predictable, tracked lead flow.
Light Bed webinar
HighLindz / DVMThis week

Filming this week. It's the launch and sales asset for the new bed — a long-form demo practitioners and buyers can watch — and it yields extra clips for ads. It is not, on its own, the content-library solution; that need is broader and more urgent (see the video creative play).

  1. Finalize content, positioning, and offer structure (Founding 20 or webinar-specific).
  2. Film, capturing extra use-case clips for ads in the same session.
  3. Edit; clear for publication (YouTube), then drive paid traffic to it.
  4. Route post-webinar practitioner leads to sales within 48 hours.
Success: Published webinar as a bed sales asset; practitioner leads captured and worked.