Prepared for Jay & the Scaled Advisor team · 29 June 2026

Your content engine, made agentic.

You've built a real machine — 100+ long-form videos a month for financial-advisor clients. The next unlock isn't more people. It's one source of truth and an AI layer that runs your pipeline for you, so every client's scripts are approved and out by the 1st — at higher volume, with fewer errors, without adding headcount.

Engagement · $5,000/mo retainer
Model · One system at a time
First win · ~30 days
Prepared by · Maxime Warnault
🎯

The north star

Every client's scripts approved internally and sent out by the 1st of every month — at higher volume, with fewer errors, without adding headcount.

Where you are today

A real machine — with seven places it leaks time.

This is your current end-to-end workflow. It works. But it's held together by people doing manual checks at every step, and a source of truth scattered across disconnected Google Sheets.

Scaled Advisor — Content Operations Overview

Your content operations, as it runs today — 10 stages, six tools, the source of truth living in Google Sheets.

Fragmented source of truth. Client data, scripts, statuses and schedules live across many disconnected sheets — constant sync drag, no single view.
Not agentic. A human is needed at every step just to verify the work got done. The system can't move on its own.
No intake signal. Nothing pings when a client uploads footage to OneDrive; files (e.g. "CX005") are matched to scripts and hand-copied to each editor's Drive by hand.
QC bottleneck. Spelling errors and AI hallucinations survive four or five human reviews — and still reach published videos.
Manual metadata & publishing. Titles, tags, hashtags, thumbnails, descriptions and the upload itself are copied by hand from a separate worksheet.
Repurposing left on the table. One editor makes shorts by hand; long-form never becomes blog / LinkedIn / X / IG content.

The end result

The same pipeline — now centralized and agentic.

We don't replace what works. We put one database underneath it as the single source of truth, then layer an AI agent onto each stage. Humans stay in control at the approval gates; the busywork between them disappears.

Foundation

One source of truth

A real database replaces the scattered Google Sheets. One record per client, script, and video — every status visible in one place, in real time.

Control

Humans at the gates

Script audit, editor review, client review, final approval — your team still approves. The agents do everything between those gates.

Visibility

Live ops dashboard

Scripts-sent-on-time, approval %, videos-per-stage, revision rate, turnaround, performance — tracked automatically, with overdue alerts in Slack.

The agents we put on your pipeline

Nine agents, mapped to the stages you already run. The first six are the AI opportunities from your own framework; the last three close the gaps you called out on the call.

What you can produce from one recording

Once the long-form video is approved, the Repurposing Engine turns that single asset into a full content week — automatically, per client, on their posting cadence.

Long-form

The published YouTube video — titled, tagged, thumbnailed, scheduled.

Shorts

Multiple vertical cuts, captioned, queued to post.

Written

A blog post + LinkedIn post + X thread from the same script.

Carousel

An IG / LinkedIn carousel of the core points.

How we build it

One system at a time — a working system that compounds.

No big-bang rebuild. Each month we ship and harden one part of the machine, so you see value in weeks and we refine continuously against your KPIs.

Month 1 · Foundation + first win
  • Centralized source-of-truth database
  • Intake & Routing: upload ping → transcribe → match script → rename → route to editor
  • Operations Monitor v1 + Slack alerts
Month 2 · Quality + publishing
  • AI Quality Control on captions & scripts
  • Publishing Agent: Frame.io approval → metadata → schedule
  • AI Metadata Generation
Month 3 · Growth engine
  • Repurposing Engine + per-client queues
  • Topic Research + Enrichment upgrades
  • Monthly performance dashboard
Ongoing · Self-correcting
  • Tighten each agent with feedback loops
  • Add agents & clients as you grow
  • Continuous refinement on the 6 KPIs

The math

What the retainer returns.

Drag the sliders to your numbers. The retainer pays for itself two ways: the manual hours it gives back to your team, and the new client capacity it unlocks without new hires.

Illustrative model. Capacity assumes automating intake, routing, QC, metadata and publishing frees enough operational time to onboard additional clients without new hires.

Estimated net return / month

+$4,578
Manual labor recovered$2,078
New revenue from added capacity$7,500
Total monthly upside$9,578
Skalers retainer– $5,000
Net / month+$4,578
Net / year+$54,936
Book the build call →

Investment

Simple, monthly, no big commitment.

$5,000/ month

A working system that compounds month over month. We take what's working, add the agentic layer, centralize the source of truth — and refine continuously.

Billed monthly, in advance
No large upfront deposit.
90-day initial engagement
Then continues month-to-month.
One prioritized system / month
Plus maintenance of everything live.
Weekly check-ins + Slack
Iterated against your 6 KPIs.

Why a retainer, not a big build

You said it yourself: you don't want to over-engineer — you want it to work better, the fastest, easiest way. A retainer matches that. You already have a working system; we put an agentic layer on top and improve it over time, one piece at a time. You see value early, and you're never locked into a giant scope.

Central databaseCloudflare Worker runnerOneDrive / GraphGoogle DriveFrame.ioYouTubeSlack gatesClaude + Gemini

Next step

Let's turn your machine into an engine.

We'll walk the framework, the build order, and the numbers together — then start with Month 1: your single source of truth and the first agent live.

Book the build call →