| Name | Role | Notes |
|---|---|---|
| Brad Stevens | Client | Founder & CEO, Outsource Access |
| Dave Anderson | CSM (personally managing) | Took over from Michaela after June 11 reset call. Director of Client Services. |
| Hashim | Media Buyer | Handles ad spend, targeting, YouTube campaign optimization. Also works with Aleric. |
Deep-dive audit with the media buyer to define strategy before scripting. This is NOT the scripting call. Dave and Hashim need to understand Brad's business, target audience, and assets so they can design the campaign architecture. The scripting call comes after.
Junior CSM Michaela ran initial onboarding ... unprepared, repeated questions from sales calls, didn't grasp Brad's core need (vertical selection from 80+ industries). Dave took full responsibility and personally assumed CSM duties. Moving comms from Circle to Slack Connect specifically for Sterling AI integration. Dave will complete intake form using existing sales-phase notes (no repeat info-gathering).
Brad has completed 4 of 39 lessons (10%) in AdOutreach's circle community. Here's the full framework:
The core asset. Hybrid of organic YouTube video + VSL. Feels like real content, not a pitch. 3 goals: (1) Deliver a powerful shift in perspective, (2) Provide real no-strings value, (3) Position you as authentic authority.
Short ad driving opt-ins. Confidence is #1 factor. Audio > visuals. Target 0.6%+ CTR. Thumbnails critical.
Opt-In Page → Video Watch Page → Call Booking Page → Application Page → Next Steps Page. They recommend GoHighLevel.
Complete Launch Readiness Form, schedule Ads Launch Call. Hashim handles media buying from there.
This is what Brad will script. AdOutreach delivers a 75%-complete outline after the Scripting Call. Brad fills in teaching points and case studies.
| # | Section | Notes |
|---|---|---|
| 1 | Welcome & Setup | Set expectations, build rapport |
| 2 | Teach Thing #1 | First teaching point (real value) |
| 3 | Early CTA | First call to action (4-7 min mark) |
| 4 | Teach Thing #2 | Second teaching point |
| 5 | Mid CTA | Second call to action |
| 6 | Teach Thing #3 | Third teaching point |
| 7 | 3 Case Studies | Proof it works |
| 8 | Close & Final CTA | Last push |
Length: 9-30+ min. Being interesting matters more than length. First CTA at minutes 4-7.
Brad is done going broad. His conviction: "hyper-niche at scale." Build Campaign #1 (prove the model), then replicate the template across 4-5+ verticals. AI agents handle content production, ad variations, and lead nurturing across all verticals simultaneously. Share this multi-niche vision with Dave & Hashim so they build modularly.
Broad educational content targeting any overwhelmed entrepreneur. Wide net.
Teaching Points:
Target Avatar: Entrepreneur, $1M-$10M revenue, 5-50 employees, overwhelmed, knows they need to delegate.
Brad's signature framework becomes the VCT. Intriguing because it's deceptively simple.
The Two Questions:
Already proven with 15,000 EO members globally. Landing pages built (two-question-exercise.pages.dev). Natural bridge to VA/AI conversation.
Target Avatar: Same as Option 1, but stronger hook. Anyone who feels "stuck" or "overwhelmed."
Laser-targeted to one industry vertical. This is Campaign #1 of 4-5+ eventual verticals.
"If you own a pest control or lawn care company and you're still answering phones, chasing estimates, and doing your own books at midnight... this video is going to show you how to get 30-50 hours of your week back without hiring a $60K office manager."
Missing 30-40% of calls ($300-$1,500 each). 50-70% of estimates unconverted. Google reviews flat. Add up: $10K-$30K/month on the table. FiveTraks: 1,000 treatments/week managed by one VA.
"If you want to see exactly how much revenue you're leaving on the table, book a free audit call."
(1) Call answering + scheduling (VA live, AI overflow, +40-60% capture). (2) Estimate follow-up (3-7 touches, +10-20pt close rate). (3) Review management (20 → 200+ in 6 months). ROI: 5 recovered calls/week pays for VA 4x over.
"We've done this for pest control and lawn care companies across the country. Want to see the case study?"
VA becomes FieldRoutes/ServiceTitan expert running 8 hrs/day. AI handles repetitive (review responses, confirmations). VA handles judgment calls. Graduate from "technician who owns a business" to "business owner."
FiveTraks: VA replaced 3 managers ($180K → $30K). Christine: $100K upsells Q1. 6 locations.
Heiler Painting: $4M → $8M.
WOW 1 Day / That1Painter: Additional home services proof.
"You got into this business because you're great at what you do. A dedicated VA at $1,895/mo gets you out of the back office. No long-term contract. We match you in days."
| Business | Pest control or lawn care, $1M-$5M revenue |
| Team | 5-20 employees (mostly field techs) |
| Software | FieldRoutes, HouseCall Pro, or ServiceTitan |
| Pain | 30-50 hrs/week on scheduling, dispatching, follow-up, bookkeeping. Missing 30-40% of calls. Estimates not followed up. Reviews stuck at 20-50. |
| Desire | Get out of the truck. Take a vacation. Grow to next tier. |
| Income | $150K-$300K/year owner draw |
| Age | 30-55 |
| Hangs out | YouTube, FieldRoutes Community (FB), Owned & Operated podcast, trade shows |
People searching "virtual assistant for my business" are a tiny pool. The massive opportunity: intercept business owners searching for help with their software and operational pain points. A pest control owner watching "FieldRoutes tutorial" is telling you they're overwhelmed. They need a VA ... they just don't know it yet.
| Keyword | Monthly Vol | Competition | VidIQ Score | VA Connection |
|---|---|---|---|---|
| HVAC marketing | 18,085 | 10.9 LOW | 73.8 | Marketing execution VAs |
| pest control marketing | 14,908 | 11.3 LOW | 72.9 | OA's densest vertical |
| QuickBooks for contractors | 7,824 | 10.3 LOW | 70.8 | Bookkeeping VA work |
| cleaning business marketing | 8,241 | 8.2 LOW | 71.8 | Process-driven industry |
| roofing software programs | 9,717 | 10.9 LOW | 71.4 | 7 OA roofing clients |
| Keyword | Monthly Vol | Competition | VidIQ Score |
|---|---|---|---|
| AccuLynx tutorial | 4,305 | 7.0 | 69.7 |
| HVAC software | 10,011 | 14.2 | 70.2 |
| contractor marketing | 22,190 | 20.1 | 70.9 |
| pest control software | 9,707 | 20.0 | 67.7 |
| GoHighLevel for home services | 4,549 | 12.2 | 67.9 |
| Keyword | Monthly Vol | Competition | Why |
|---|---|---|---|
| auto repair shop marketing | 4,653 | 6.3 | Zero YouTube competition |
| Jobber payments | 5,386 | 6.6 | Platform-specific, high intent |
| AccuLynx tutorial | 4,305 | 7.0 | Roofing CRM, no tutorials exist |
| auto repair marketing | 8,570 | 7.0 | Broad term, equally empty |
| cleaning business automation | 5,121 | 7.2 | "Automation" = ready for VA pitch |
| helpdesk support | 3,362 | 8.1 | IT/MSP niche, no delegation content |
| marketing for accounting firms | 4,699 | 8.0 | CPAs searching, nobody serving them |
| cleaning business marketing | 8,241 | 8.2 | High volume + near-zero competition |
| construction software | 5,106 | 9.5 | Broad construction audience |
| medical coding and billing | 5,060 | 9.9 | Healthcare admin = VA territory |
Full keyword research with 60+ keywords, industry heat map, and VA work type analysis available in the detailed doc:
Full Keyword Research DocVidIQ-scored titles. Top performers: 84-89 (excellent CTR potential). Each 30-60 seconds with strong hooks.
| # | Clip Title | VidIQ Score | Source |
|---|---|---|---|
| 1 | "I Modeled the Exact Behavior I Was Frustrated About" | 89 | The Leadership Mirror |
| 2 | "She Went from $4M to $8M After Hiring a VA" | 88 | Heiler Painting Story |
| 3 | "The Two Questions That Unlocked 700+ Tasks to Delegate" | 84 | VA Two Questions Exercise |
| 4 | "My VA Does Things Before I Even Finish Asking" | 83 | Heiler Painting Story |
| 5 | "The Franchise Exit Strategy Nobody Talks About" | 79 | District Taco Interview |
| 6 | "3 Stages Every Founder Goes Through" | 78 | Hustler to CEO |
| 7 | "Your Team Doesn't Follow Instructions, They Follow Your Example" | 78 | The Leadership Mirror |
| 8 | "Your Idea Is Worth Nothing Without Execution" | 78 | Brutal Truth #1 |
| 9 | "35% Catering Sales Increase with One Offshore Hire" | 78 | District Taco Interview |
| 10 | "9,000 Miles Away and They Changed My Business Forever" | -- | 9000 Miles Promo (full) |
| Format | Cadence | Pillar |
|---|---|---|
| Mon Short | Weekly | Automate & Delegate (book concepts, delegation mindset) |
| Wed Short | Weekly | AI + People (practical AI tips, VA + AI combos) |
| Fri Short | Weekly | Scale Stories (lessons from 85 industries, 5M+ hours) |
| Long-form | Monthly | Deep dives (first Thurs of month) |
| Book Launch | Aug 1-30 | Ramp to 5 Shorts/week for Aug 30 launch |
| Asset | Type | Link |
|---|---|---|
| TEDx Talk (230K+ views) | Authority | Referenced in Brad's profile |
| Two Question Exercise Spreadsheet | Lead Magnet | Sheet |
| Two Question Exercise Video | Instructional | Vimeo |
| Two Question Exercise Pages | Conversion | BST OA |
| OA Sales Presentation | Deck | Canva |
| Master Content Library | All Assets | Sheet |
| Asset | Link |
|---|---|
| FiveTraks Case Study (Canva) | Open |
| FiveTraks Client Interview (YouTube) | Watch |
| Yardsy: 6 Locations (YouTube) | Watch |
| VA Christine: $100K Sales (YouTube) | Watch |
| WOW 1 Day Painting Case Study | Open |
| That1Painter Case Study | Open |
| Heiler Painting: $4M → $8M (YouTube) | Watch |
| Heiler Painting Case Study (Canva) | Open |
| FieldRoutes Landing Page | Visit |
| FieldRoutes One-Pager (Canva) | Open |
| HouseCall Pro Landing Page | Visit |
| Home & Commercial Services Playbook | |
| Chad Nikkel: Scale Home Service (YouTube) | Watch |
| Fire Protection Case Study (Canva) | Open |
| Client | Key Stat | Industry |
|---|---|---|
| Sam Fuchs | $450,000 in savings | Financial Services |
| Jeff Wilke | 5-15 more deals/year | Real Estate |
| FiveTraks/Yardsy | VA replaced 3 managers ($180K → $30K) | Lawn Care/Pest Control |
| Heiler Painting | $4M → $8M revenue | Painting |
| District Taco | 35% catering sales increase | Restaurants (8 locations) |
| VA Christine | $100K in upsells in Q1 | Lawn Care |
See Asset Library above. Strongest: FiveTraks ($180K → $30K), Heiler ($4M → $8M), Sam Fuchs ($450K savings), District Taco (35% catering increase).
No AdOutreach-style VCF built yet (that's what they're building). Existing assets:
This is THE question for the call. See Strategy Options above. Recommendation: lead with Option 3 (pest control + lawn care owner, $1M-$5M, 5-20 employees, FieldRoutes/HouseCall Pro/ServiceTitan user).
Typical AdOutreach clients: $3,000-$5,000/mo YouTube ad spend (on top of management fee). Standard recommendation: 90 days to optimize. Be prepared to discuss comfort level for initial test campaign.
| Course | Progress | Duration |
|---|---|---|
| Video Acquisition Engine | 4/39 lessons (10%) | 3hr 24min total |
| The Channel Process | Not started | 8hr 24min (64 lessons) |
| Build Your Own AI Employee | Not started | 2hr 46min (17 lessons) |
| Demand Gen Playbook | Not started | 1hr 36min (13 lessons) |
Full community map: 13 playbooks, 43 Rocket Fuel Fridays sessions (70 hrs), coaching clinics, 1-1 calls.