For referral-based firms

Your next clients already know you.

We turn your past clients and referral partners into reviews, repeat business and referrals. No ads. No cold leads.

Book my free Proof Plan Session See how it works

Mortgage brokers · Real estate agents · CPAs · Financial advisors

DG Lending: one filming day
5 core videos
150 photos
30 short clips
A 12-month past-client plan
A review ask
Realtor campaigns

The problem

Your best leads are going quiet.

You already have a list of past clients, old leads, partners and contacts. Most of it sits untouched.
Past clients forget you between deals.
Referral partners only hear from you when you need something.
Reviews and referrals happen by luck, not by plan.

You bring in most of the business, and nobody has time to stay in touch. Built for owner-led firms doing $500k to $5M a year.

How it works

We plan it, film it and run it for you.

Step 1

Strategy Map

$1,500

A survey, one call and a 12-month plan.

Credited toward Foundations within 30 days.

Step 2

Foundations

$7,500

One filming day: 3 core videos, 6 short clips and 50+ photos, shot to your plan.

Includes the Strategy Map.

Step 3

Foundations Complete

$12,500

The whole year: 24 clips and 12 months of emails, check-ins, review requests and referral asks.

Includes the Strategy Map. Paid in 3 installments.

Step 4

Monthly Activation

$2,500 a month

We run the plan in our system and film fresh content every 6 months.

Requires Complete. 6-month minimum, then $2,000 a month.

The guarantee

The Pillar & Frame Promise.

We get it right.

If something isn’t right, we keep working on it until it is.

The whole process · Click through it

Map the year before you film.

From the first survey to the plan running every month. Click a step, use the arrows, or swipe.

Step 1 · Strategy MapPlan

Step 2 · FoundationsFilm

Step 3 · CompleteYear

Step 4 · Monthly ActivationActivation

Plan · 1

You tell us about your list.

A short survey and an export of your contacts, before anything else: the people you already know and where you stand with them.

Your survey

Your past clients
Your open leads
Your referral partners
Your reviews

Plan · 2

One call to agree the plan.

A 60-minute call. We go through your answers together and decide who to reach first.

On the call

Who you serve best, and why they choose you
Who is due for a check-in
What each message has to do
When each one goes out

Plan · 3

Your 12-month plan.

Every clip gets a month, an audience and a job, along with the referral and partner calendar and the filming plan. Delivered 7 to 10 days after the call. $1,500, credited toward Foundations within 30 days.

JanWhat rates mean for you this yearPast clients
FebTax season: the papers to keepPast clients
MarSpring buyers: where to startReferral partners
AprWho do you know buying this spring?Referral ask
MayA client’s story, in their wordsClient story
JunYour loan anniversary check-inPast clients
JulMid-year market update for agentsReferral partners
AugHow was working with us?Reviews
SepWho do you know who’s moving?Referral ask
OctUsing your home equityPast clients
NovThank you to our partnersReferral partners
DecOur year, and thank youReviews

Film · 1

Film the whole year in one day.

A crew and a half-day photographer, shot to the full 12-month plan, so nothing needs a reshoot.

MorningCore videosWhy work with you, and how your process works
Late morningClient storyOne client, in their own words
AfternoonThe year’s clipsAbout 30 topics, in plan order
All dayPhotosTeam, office and details, with a half-day photographer

Film · 2

What comes out of the day.

Foundations ($7,500) delivers 3 core videos, 6 short clips and 50+ photos, about 30 days after filming.

3core videos, 2 to 3 minutes each
6short clips, under 60 seconds
50+edited photos
1shared folder with every file

Complete · 1

How a month works.

Complete ($12,500) gives every month of the plan 2 short clips and the messages that carry them. Here is one month from an example plan.

Apr · Referral askWho do you know buying this spring?

2 short clips
1 email
1 partner touch

Complete · 2

The whole year, written for you.

24 clips in total, and 12 months of copy, written and approved. Delivered within 45 days of filming, with the first 3 months ready in 2 weeks.

Written for the year

12 past-client emails, each built around a clip
Check-ins on key dates, like anniversaries and renewals
2 to 3 referral asks, timed to the right moments
Referral partner touches, every month
Review requests and reminders

Activation · 1

We set it all up for you.

Monthly Activation installs and runs the plan in our system. It starts the week of filming, so setup runs while your videos are edited.

Past clients

Open leads

Referral partners

In your first months

Your own account in our system
Contacts imported, cleaned and sorted, with key dates
Sending domain and text registration set up
Two training sessions for your team

Activation · 2

Reviews, from month one.

Review requests go live in the first month. We watch for new reviews and draft a response to every one.

1A job is finished
2A review request goes out
3A new review comes in
4We draft your reply

Activation · 3

One page to send referrals to.

A page with your core videos, your reviews and a booking link. Clients and partners send people there.

Activation · 4

The plan goes out on schedule.

Every month, the planned emails, check-ins, referral asks and partner touches are sent for you.

Sent this month

Past-client email, with this month’s clip
Key-date check-ins
Referral partner touch
A referral ask, in the months the plan sets

Activation · 5

Know who to call.

Each month you get a warm list: who replied, who clicked and who is due, with a suggested next step for your team.

Warm list · example

WhoWhat happenedNext step

Past clientRepliedCall back

Open leadClickedSend the client story

Past clientDueAnniversary check-in

Activation · 6

A report and a call, every month.

A one-page report and a 30-minute strategy call to decide what comes next.

Your one-page report

Emails sent
Replies
Reviews gained
Referral asks made

Plus a 30-minute strategy call

Activation · 7

Fresh footage every 6 months.

A refresh filming day with crew and photographer, edited into a new client story, 6 new short clips and fresh photos, then slotted into the plan to start year two. $2,500 a month for the first 6 months, then $2,000 a month. Requires Complete.

Book my free Proof Plan Session