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

Grow the roster — not the payroll.

Your system already works. We add a layer on top that does the busywork between every step — so your team ships every client's videos by the 1st, at higher quality, while you take on more clients without taking on more people. More profit, less of your time.

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

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're never handing 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 just build them, one at a time.

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.

One recording → a full week of content

Once the long-form is approved, that single recording automatically becomes the YouTube video plus shorts, a blog post, a LinkedIn post, an X thread, and a carousel — per client, on their cadence. More value out of every recording, for no extra effort.

Why this matters now

Scale your client roster — without scaling your team.

Right now, growth and headcount are chained together: every new client means more hours routing files, chasing editors, and checking videos. This breaks that chain. Here's what it's worth to you:

Save the hours

The manual file-matching, routing, metadata, and re-checking disappear — that's a chunk of every week your team stops spending on busywork and starts spending on clients.

Save the money

Two or three people come off the grunt work. You produce more without adding headcount — so each video costs you less to make, and the next client doesn't mean the next hire.

Make more money

The same team holds more advisors. Revenue climbs while your costs barely move — that's margin that compounds every time you add a client.

Better work, less sacrifice

Spelling and compliance caught before publish, every client's videos out by the 1st — without the late-night fire drills or burning out your best people.

The math is simple — and it's yours to run. Punch in your own numbers at the bottom and see exactly what this returns, before you ever see a price.

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

Ready to start

Sign the scope, start month one.

Here's exactly what you're agreeing to. Sign below and your first month begins — 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.

Prefer to talk it through first?

Let's turn your machine into an engine.

No pressure to sign today. Book a quick call and we'll walk the framework, the build order, and the numbers together — then start Month 1 whenever you're ready.

Book a call instead →