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

Your content engine, that runs itself.

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 central hub and automation that handles the busywork 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 process. It works. But it's held together by people doing manual checks at every step, and your key information scattered across disconnected Google Sheets.

Scaled Advisor — Content Operations Overview

Your content operations, as it runs today — 10 stages, six tools, and the key info spread across Google Sheets.

Scattered across many sheets. Client data, scripts, statuses and schedules live across disconnected sheets — constant sync drag, no single view.
Nothing runs on its own. A person is needed at every step just to check the work got done. The system can't move forward by itself.
No upload alert. Nothing pings when a client uploads footage to OneDrive; files (e.g. "CX005") are matched to scripts and copied to each editor's Drive by hand.
Quality bottleneck. Spelling errors and AI mistakes survive four or five human reviews — and still reach published videos.
Manual titles, tags & 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.

From your walkthrough

We mapped the system you already run.

From the screen-share on our call, here's your operation as it stands — and exactly where the new system plugs in. We don't replace what works; we absorb it.

What you showed us
What it becomes
Four separate trackers kept in sync by hand — Content Queue, Advisor Profiles, the Remote Shorts & Longs scheduler, and the LVP Video Editing sheet — each with its own status language.
One central hub: a single record per advisor, script and video — one status, visible in real time.
Your Make automation that drafts scripts — one rigid chain, running on an older AI model.
The same flow, rebuilt on the latest AI — reliable, self-correcting, with spend kept in check.
Your Master Script DNA + Script Format Auditor (accuracy → compliance → retention → teleprompter → AI-tell strip).
Your exact script & review logic, run automatically and held for your approval — so errors stop slipping past five reviewers.
"CX-005"-style raw files landing in OneDrive by client and month, matched to scripts and copied to each editor by hand.
Automatic: the moment footage lands, it's transcribed, matched to its script, renamed, and sent to the right editor.
The SEO package doc (titles, tags, thumbnail text) + Opus Clip shorts made one at a time.
Titles, tags & thumbnails done for you — and every video automatically becomes shorts, a blog post, LinkedIn, X, and a carousel, on each client's schedule.

Your "Waiting on Compliance" stage stays a first-class, human-approved gate — nothing publishes around it.

The end result

Your same process — now centralized and self-running.

We don't replace what works. We put one central hub underneath it, then automate each stage so it runs on its own. You stay in control at the approval points; the busywork between them disappears.

The new system, end to end

Everything flows into one central hub; each step runs automatically; your team only steps in at the two approval points (in coral). One recording becomes a full week of content. Drag, zoom, and explore.

Interactive diagram — open this page in a browser to explore the full system map.
What comes in Your central hub Automatic step Your approval Published
Foundation

One central hub

One place replaces the scattered spreadsheets — one record per client, script, and video, with every status visible in real time.

Control

You stay in control

Script approval, editor review, client review, final sign-off — your team still approves. Everything between those points runs on its own.

Visibility

Live ops dashboard

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

The helpers we add to each step

Nine automatic helpers, 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.

Why this matters now

Scale your client roster — without scaling your team.

Right now, growth and headcount are chained together: every new client adds VA hours, more files to route, more videos to QC. This breaks that chain — so you can take on more clients with speed, with peace, and without hiring.

Capacity

Today every new client adds VA hours. With the system, new clients add near-zero ops load — so your margin compounds as you grow instead of getting eaten by coordination.

Speed

Scripts out by the 1st and a faster record-to-publish turnaround — delivery SLAs your competitors can't promise, because they're still doing it by hand.

Peace

No more four or five people hunting the same typo, no more manual file-routing fire drills. One place for everything, and an alert the moment something runs late.

Moat

The system becomes something you own — the reason clients stay, and a standard competitors can't casually match.

$5,000/mo is less than one VA — and it does the work of several while removing the ceiling on how many clients you can hold.

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
  • Your one central hub for everything
  • Automatic footage intake & routing to the right editor
  • Live status dashboard + late-task alerts
Month 2 · Quality + publishing
  • Automatic spelling & compliance checks
  • Auto-publishing once it's approved
  • Auto titles, tags & thumbnails
Month 3 · Growth engine
  • Repurposing: shorts, posts & carousels per client
  • Smarter topic research & angles
  • Monthly performance dashboard
Ongoing · Always improving
  • Each step gets sharper over time
  • Add steps & clients as you grow
  • Continuous tuning on the 6 metrics that matter

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, automate the busywork, bring everything into one place — 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 automate it piece by piece and improve it over time. You see value early, and you're never locked into a giant scope.

One central hubAutomatic footage routingSpelling & compliance checksAuto titles, tags & thumbnailsScheduled publishingShorts & repurposingLive dashboardWorks with OneDrive · Drive · Frame.io · YouTube · Slack

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 one central hub and the first automation live.

Book the build call →