Prepared for Jay & the Scaled Advisor team · June 2026

Grow the roster, not the payroll.

Your system already works. We put a layer on top that does the busywork between every step, so every client's videos ship by the 1st, at higher quality, while you take on more clients without adding people. We didn't just scope it. We built it, in your branding. Take a look.

Model · Done with you, one system at a time
First win · ~30 days
Your team · kept, and freed up
🎯

The north star

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

See it for yourself

We didn't just scope your system. We built it.

This is your operation, running in your branding, with your advisors and your workflow. Your exact system, rebuilt: the Content Queue, Advisor Profiles, your Master Script DNA and Auditor, and the Make script flow, all in one hub that runs itself. Click through every part.

The Scaled Advisor content operations demo, in your branding ● Live demo · your branding Open the live demo →
DashboardClients & Brand DNAResearch & outliers Scripts & auditorProductionQuality controlPublishingRepurposing

The whole system, one flow

Everything flows into one central hub, each step runs automatically, and 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
Open the live demo →

A real, clickable demo. Every automatic step shows why it ran, so it's never a black box.

Let's be clear

You don't rebuild what works, you scale it.

Your operation already ships 100+ videos a month. That's the asset, and we're not touching it. We take the manual work off it, so the same machine runs faster and carries more weight.

We add, we don't replace

Same tools, same editors, same approvals. We sit on top of what you've built and remove the busywork between the steps. Nothing gets ripped out.

You keep the wheel

Your team still signs off on every script, edit, and final cut. The automation only handles the work in between. You never hand over control.

Start small, prove it, scale

One piece at a time, month to month, first win in about 30 days. If a piece doesn't earn its keep, we stop. No big build, no big risk.

It's your own plan, executed. You already mapped the AI opportunities for every stage. We build them, one at a time.

How we build it

One system at a time, value in weeks.

No big-bang rebuild. Each month we ship and harden one part of the machine, so you feel it early and we keep refining 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 it's worth, in your own numbers.

Two or three people come off the busywork, the same team holds more advisors, and every client ships on time. Run your numbers, then see the price.

Save the hours

File matching, routing, metadata and re-checking disappear. Your team gets those hours back every week.

Save the money

People come off grunt work, so each video costs less and the next client doesn't mean the next hire.

Make more money

The same team holds more advisors. Revenue climbs while costs barely move. Margin that compounds.

Better work

Spelling and compliance caught before publish, every client out by the 1st, no late-night fire drills.

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
Start month one →

The investment

$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 keep refining.

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. 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 & repurposingWorks with OneDrive · Drive · Frame.io · YouTube · Slack

Questions, answered

No surprises. Here's how it works.

Will this replace my editors or my team?

No. It takes the busywork off their plate, the file matching, the routing, the manual checks, so they move to higher-value work. We orchestrate your existing editors, we don't replace them.

Do we have to change our tools?

No. Your key information moves into one central hub, but OneDrive, Google Drive, Frame.io, YouTube, and your editors all stay. We sit on top of what you've built. Nothing is rebuilt without your say-so.

How fast will we see results?

The first system is live in about 30 days. You feel the relief in month one (automatic intake and routing, plus a live status board), and it compounds from there, one system a month.

What if it doesn't work, or we want to stop?

It's month-to-month with 30 days' notice. No long lock-in and no big upfront build. If a piece doesn't earn its keep, we stop. You're never trapped in a giant scope.

Who owns it, and is our clients' data safe?

You own it. It runs on your accounts and your keys, so it stays yours and keeps running even if we ever parted ways. Compliance stays a human-approved step; nothing publishes around your team.

Ready to start

Start month one.

Two quick steps: start your first month, then sign your scope of work. Month-to-month, cancel anytime with 30 days' notice.

Scope of work, at a glance

  • $5,000 / month, billed monthly in advance. No long lock-in, 30 days' notice to pause or stop.
  • One prioritized system delivered or advanced every month, plus maintenance of everything already live.
  • 90-day focus: your central hub + automatic intake & routing (month 1), quality + publishing (month 2), repurposing + growth (month 3).
  • You keep control, your team approves every script, edit, and final cut. Nothing publishes around you.
  • You provide: access to your sheets & tools, brand info per advisor, and timely approvals. Third-party software/API costs are billed to you directly.
  • We don't replace what works, same tools, same editors. Nothing is rebuilt without your say-so.

A full Statement of Work document accompanies this proposal; the points above are its key terms.

Start your first month, $5,000/mo →

Secure payment by Stripe, then sign your scope of work. Cancel anytime with 30 days' notice.