Discovery call. NoCo Artisan has been in business about 15 years in Northern Colorado, primarily Fort Collins. Their Google Business Profile was recently deleted and restored, which exposed how dependent lead flow is on GBP (zero leads during the 20-day outage). ICP skews older, married, luxury-leaning remodel buyers. They run Meta ads through an outside agency and the ads are underperforming. Sarah wants to bring marketing in-house and learn to do it herself. Nico proposes a 6-week working program built around three milestones: social-media efficiency, competitive landscape understanding, and a practical SEO system Sarah can run monthly. Scope boundary set: Nico does research, analysis, structure, and teaching. Sarah and her team implement. No WordPress access for Nico.

• During the 20-day GBP outage, NoCo Artisan got zero leads. GBP is the single dominant channel.
• 4.8 / 39 on Google is a strong, trustworthy rating. More credible than a 5.0.
• ICP: older married couple, luxury-leaning, whole-house remodels. Shower repairs = bad-fit leads.
• Nico's ad philosophy: give value on TikTok / YouTube; use paid only to retarget warm audiences.
• Funnel: form → screening call (Mike, PD) → home visit → showroom pitch → agreement. ~25% close after home visit.
• AI-search shift: traffic drops but converting traffic converts 7-23x better. Goal is being cited by AI, not click volume.

• Start the 6-week program Jan 5, 2026. Weekly 1h meetings Tuesdays 3pm MT.
• Nico provides research, analysis, structure, teaching. Sarah / her web designer implement all WordPress work.
• Communication stays in Skool. Email only for the proposal and schedule approval.
• Share a competitor-analysis pre-work before Jan 5 so they can hit the ground running.
• Milestones: social-media efficiency, competitive landscape mapped, practical SEO monthly system.