Q2 built the foundation. Q3 maps the full marketing journey, expands the Vault, connects the platforms, and builds the infrastructure for a digital R101.
01
MARKETING
Marketing Process and Automation Mapped at Full Depth
Full granular process map for every marketing entry point — R101, YouTube, LinkedIn, Facebook, etc.
Every automation trigger defined: what fires, when it fires, what happens next
Platform-specific funnel paths documented — how a prospect moves from first touch to Discovery Meeting on each channel
Grand Slam Offer defined at every step of the marketing journey
Champion challenger testing framework built in — every key element has an A and a B
Connects directly to the sales process defined in Q2 — marketing hands off at the Discovery Meeting, no gap between the two
SUCCESS
Every marketing entry point is mapped at a granular level, every automation is defined, and the journey connects seamlessly to the Q2 sales process
02
VAULT
Vault Asset Expansion
Second iteration of the Vault — Phase 1 opened the doors, Phase 2 gives prospects a reason to stay
Mini-courses added: Retirement Income Sequencing, Equity Compensation and Concentration Risk
Additional lead magnets built for each audience segment — pre-retirees, tech professionals, entrepreneurs
Branded Claude-powered tools deployed as engagement assets — Presidio Pathway and Presidio Predictor — giving prospects an interactive reason to engage after watching content
Video content organized by audience and stage so a prospect always has a clear next step
Engagement tracking active — open rates, content completion, progression toward booking
A prospect can move through the full Vault journey without a human touch at every step
SUCCESS
Vault Asset Expansion is live with mini-courses, additional lead magnets, and branded interactive tools — and engagement data confirms prospects are progressing through the content
03
PLATFORM
Website and Platform Integration
Kajabi and the Presidio website operating as a single unified experience
A visitor from any channel — YouTube, LinkedIn, Facebook, direct — has a clear path into the Vault
UTM tracking consistent across all platforms so every lead source is measurable
YouTube, LinkedIn, and Facebook channel pages all point to the same next step
No dead ends — every piece of content has somewhere to go
Integration audit completed and confirmed working before Q4 DR101 launch
SUCCESS
A prospect arriving from any platform can reach the Vault in one click, and every lead source is being tracked consistently
04
DR101
Digital R101 Infrastructure Built
Head of Technology scopes and owns the full build — level of effort defined in War Room before work begins
Live stream capability built and tested — R101 seminars can be broadcast digitally alongside in-person attendance
Registration flow live — prospects can sign up online and receive automated pre-event communications
Vault connection active — every digital attendee is captured into the nurture sequence post-event
LinkedIn promotion infrastructure ready to drive registrations at scale
Webinar-only format designed — shorter and punchier, built for audiences who will never attend in person
SUCCESS
All infrastructure is built and tested — a digital R101 can be run end to end before the first live event launches in Q4