The setup is overwhelming.
A home-services sole proprietor bought HighLevel but struggled to get it configured.
“But I’m struggling with the setup. It’s a lot more involved than I thought it would be, and I’m overwhelmed.”
PROGRAMMATIC MARKETING SYSTEM · TIER ONE
Marketing That Works For You, Not Waits On You
Revenue Factory keeps your marketing shipped, scheduled, and scored so you can focus on delivering 5-star experiences.
$997/month per Location
$2,991 upfront for your first three months. Then $997/month.
THE SITUATION
Small Business Owners Are Investing More Effort In Marketing, But Feeling Less Confident About Their Results.
According to Constant Contact’s 2025 research, 37% of small business owners increased their marketing spending: buying software, trying ads, posting on social media, and hiring help.
Yet, only 18% reported feeling very confident in their marketing’s effectiveness, down from 27% in 2024.
Whether small business owners do the marketing themselves or pay someone else to do it, marketing can still feel like a crapshoot.
Source: Constant Contact, 2025 Small Business Now report. Survey of 2,500 small business decision-makers across the U.S., Australia and New Zealand, Canada, and the U.K.; not a U.S.-only local-service-business statistic.
PROBLEM
Marketing Has Become Easier To Start—and More Complicated To Run Correctly.
Despite buying tools, activities, advice, or outside help, they still tend to be left with disconnected, inconsistent marketing activities.
Consistency competes with everything else.
A small-business forum participant describes trying to maintain social media alongside other responsibilities.
“I find it really time consuming to stay consistent with social media while managing everything else.”
— Small-business forum participant. www.reddit.com
Hiring help still leaves work on the owner.
A home-services franchise owner found one ZIP code consuming roughly 30% of the ad budget and questioned why their agency hadn’t flagged it.
“Am I crazy to think that this is something my agency should have caught and at least brought to my attention?”
— Home-services franchise owner who discovered wasted advertising spend themselves. www.reddit.com
THE SOLUTION
Run Your Marketing By The Numbers.
Focus on the few strategies most likely to drive value at each stage of your buyer’s journey. Consolidate the tools, automate repetitive tasks, and use AI employees to handle routine conversations. Connect that work into a system that keeps your marketing Scheduled, Shipped, and Scored—so you can measure performance and improve it over time.
Start With The Score
Set your business goal and establish the baseline. Compare actual performance with your target so you can see where improvement is needed.
Track how people move from visits to requests, appointments, completed visits, and repeat purchases. Connect that activity to revenue and costs so improvements serve the business—not just the activity count.
Marketing Scorecard
Four numbers from the campaign dashboard.
$
Total Spent
$1,808.76
USD
Total Impressions
85,585
Times the ad was shown
Total Clicks & CTR
85
0.10% click-through rate
Website Visits
100
104 views · 88 users
Example campaign activity from the supplied dashboard.
Find The Leak In Your Sales Pipeline
The scorecard shows what happened. Your sales pipeline tells you where along the buyer journey revenue is leaking most and which leak offers the greatest potential lift.
760–70%
Review
They share their experience by leaving a review.
860–70%
Repeat
They return for another visit or buy again.
960–80%
Refer
They recommend your business and send new leads your way.
615–30%
Show
They show up for their appointment and receive the service.
550–62%
Commit
They confirm their appointment.
430–40%
Consult
They have a consultation to discuss their needs and the next step.
15–20%
Find
They become aware of a problem and start searching for a solution.
25–20%
Research
They explore your business and services to see if you can help.
325–35%
Request
They contact your business to request an appointment.
Use the audit to prioritize the leak, set a measurable target, and focus the work. If an offer can help address that gap, choose one that helps the buyer take the next step.
Choose An Offer To Plug The Leak
Choose the job that matches where people are getting stuck. An offer tells someone what they get, what it costs, and what to do next. It does not have to be a discount.
Lead Magnet
Give people useful help before they buy, in exchange for their contact details. Free. No payment.
Short guide · Checklist
Product recommendation quiz · Problem self-assessment
Pricing guide · Price estimator
Tripwire
Make the first paid step easy to understand. It delivers real value even if the customer buys nothing else.
Fixed-price first visit
Dollar-off offer
Flash sale
Core Offer
The main service you want to sell. If someone is ready to buy, help them book or buy directly.
Roof replacement
Ongoing lawn care
Dental treatment
Profit Maximizer
Offer useful value that helps customers maintain, improve, or build on the result of their purchase.
Monthly membership · Bundle
Service add-on
Retail product
You do not need every offer. Choose the one that addresses the gap, then schedule, ship, and score it.
Find An Offer With The Offer Picker ↗Feed The Offer To The Machine.
Fill the "What's In It For Me (WIFM)" gap by shipping offers and push them through a connected system tied to the scoreboard so you can see how effectively your marketing is working.
INPUTPROCESS · DISCOVERY → RESEARCH → REQUESTOUTPUT
INPUT
Promotion
The offer you present to your audience.
Lead Magnet · This Example
Tripwire
Core Offer
Profit Maximizer
01 · DISCOVERY
Target Audience
Someone who could need your service.
- Prospect
- Lead
- Customer
Traffic Source
Your audience sees or hears the promotion through a traffic source.
Social Search Directories Email Phone
02 · RESEARCH
Web Page
Prospect visits your webpage, explores the offer and decides whether to take the next step.
● ● ●
Local Chiropractor
Sports Injury
Guide
Guide
Get Your Free Guide
Share your name and phone number to request the guide.
☎ Call To Request The Guide
Request The Free Guide
03 · REQUEST
Phone Call
Visitor calls the business to request the free guide.
03 · REQUEST
Contact Form
Visitor submits their name and phone number to request the free guide.
Name
Phone
OUTPUT
Lead
Contact saved in the CRM, ready for follow-up.
JD
Jordan DavisExample customer record
ConversationRecent inquiry
AppointmentUpcoming visit
Next actionFollow up
THE OPPORTUNITY
Our Team Will Build & Maintain Your Marketing Machines
One active Build. Ongoing management. With Revenue Factory’s Programmatic Marketing System you get the marketing management process, platform, automation, AI employees, and creative design capabilities all personalized to match your brand without making marketing technology a new job.
Marketing Scheduled, Shipped, And Scored
Build + Maintain
You create the blueprint: your strategy, messaging, and promotions.
We use that blueprint to build and maintain the supporting brand resources, approved assets, campaign plans, and performance dashboards—the shared marketing kit that supplies the other machines.
Schedule
Use the Revenue Leak Audit to prioritize the bottleneck, establish quarterly objectives and measurable targets, and schedule the offers, audiences, channels, activities, and execution dates.
The quarterly plan directs both the Build queue and recurring work.
Ship
Run the scheduled activities and check execution every week: what published, which messages were sent, and whether workflows operated as intended.
Record what stalled, identify the cause, and correct issues within the standard setup.
Score
Measure activity and results against the baseline, benchmarks, and quarterly targets.
Keep reporting current so you can see where buyers progress, where they drop off, and where improvements are needed.
Review
Meet for one 30-minute performance review per month per Location to review results and agree on improvements.
At quarter-end, that session includes evaluating the quarter, revisiting the Revenue Leak Audit, and setting the next quarter’s objectives, measurable targets, and priorities.
One Active Build. Ongoing Management.
Build & Ship Projects
Create a new deliverable or materially rebuild an existing one using our standard templates and prebuilt systems.
One active Build at a time per Location.
Routine Requests
Maintain or modify something already in place, such as a message, setting, page, or workflow.
Routine work continues alongside your active Build.
Requests and updates are handled primarily through written communication, so work can move forward without requiring a meeting for every change.
Paid advertising management covers one paid-media channel and one active campaign at a time, when included in the agreed campaign schedule. Advertising spend is separate.
WHAT WE SET UP AND MANAGE
Your Five Machines, Managed
Start with the systems your business needs most. We customize our standard templates, connect supporting platform features, and work through the implementation queue one Build at a time.
Five Machines. One Connected Marketing System.
01
Administration Machine
We maintain the standardized brand resources, marketing assets, and performance dashboards that feed the other four machines, as well as, manage the quarterly plan, weekly execution checks, monthly performance review, and ongoing maintenance.
Brand Resources
Campaign Plans
Performance Dashboards
Maintenance Plans
Shared resources feed all four machines
↓
02
Awareness Machine
We connect standard website pages, scheduled social posts, and agreed advertising activity to the offer’s destination page. Awareness can bring new prospects, unconverted leads, or past customers into the relevant campaign.
INPUTProspects
→
REACH YOUR AUDIENCE
SocialSearchDirectoriesEmailPhone
Direct people to a web page owned by your business.
→
OUTPUTWebsite visitors
Drive visitors to Acquisition, Activation, or Amplification campaigns
↓
03
Acquisition Machine
We connect pages, inquiry forms, website chat, and customer messaging so visitors can ask for help, become identified leads, and receive follow-up.
INPUTProspects
Discovery System
↓
Research System
↓
Requesting System
OUTPUTLeads
04
Activation Machine
We connect consultation follow-up, booking, confirmations, reminders, and payments so interested buyers can take the next step and arrive prepared.
INPUTLeads
Consult System
↓
Booking System
↓
Fulfillment System
OUTPUTCustomers
05
Amplification Machine
We configure review requests, return-visit reminders, past-customer follow-up, and referral tracking so the relationship continues after the first service.
INPUTCustomers
Review System
↓
Repurchase System
↓
Referral System
OUTPUTPromoters
Awareness brings people to your business’s web pages. Acquisition connects Discovery and Research to Requesting, where a visitor takes action and becomes a lead.
Platform features support more than one machine. AI roles are activated according to the agreed implementation priorities, with defined handoffs to your team.
How To Get Started
01
Check Your Readiness.
We confirm access to the accounts, website, domain, business profiles, and other inputs needed for your first system. Missing access or incomplete foundations become the first priorities.
02
Install The First System.
We agree on the highest-priority standard implementation, its deliverables, and the information needed to complete it.
03
Customize, Connect, And Test.
We adapt our prebuilt templates to your business, configure the connections, and test the customer journey.
04
Launch, Manage, And Improve.
We monitor the live work, review performance, and move through the agreed queue of improvements.
Your selected standard system ships within three business days after all required inputs are complete. This applies to each qualifying Build—not the simultaneous implementation of all five machines.
FIVE BONUSES. INCLUDED.Get More With
Get More With
Your Subscription
Start with a plan, learn the tools, receive ongoing guidance, and bring your website into the same account.
BONUS 01
1:1 Kickoff Strategy Session
Regular Price$297one-time
A private 30-minute call in your first week to identify your #1 revenue bottleneck and build your action plan.
Know which tools to use first.
Included With Your Subscription
BONUS 02
Quick-Start Video Library
Regular Price$197one-time
Eight short videos covering key features.
Follow the lessons you need now and return to the others as you grow.
Included With Your SubscriptionBONUS 03
Template Website Rebuild
Regular Price$2,497one-time
Bring your website and marketing together.
View our Revenue Factory certified template, give us the go-ahead, and complete your business intake. We fill its ready-made placeholders with your information, then you check for errors before we launch.
Included With Your SubscriptionSee How The Included Rebuild Works
The template’s layout, pages, and standard connections are already set up. Our target is launch in three days or less after we receive your completed intake and go-ahead. The review checks for errors; it does not include design changes or added functions.
BONUS 04
Boost your team's productivity with AI employees.
Regular Price$2,000one-time setup
Get your AI Employee set up to help answer inquiries, follow up with leads, book appointments, and manage customer-review conversations. Your AI employees talk with people one at a time, keeping each conversation focused on what that customer needs.
- Frankie — AI Receptionist: Answer routine calls and messages, share business information, and book appointment requests.
- Nora — AI Inbound Sales Agent: Respond to new inquiries, identify interested buyers, and help them take the next step.
- Oliver — AI Outbound Sales Agent: Follow up with leads who haven’t booked and past customers who may buy again.
- Rachel — AI Reputation Agent: Request customer reviews, reply to routine reviews, and route sensitive feedback to a person.
Keep one-to-one conversations moving 24/7 while you and your team focus on work that needs a person.
Setup Included With Your SubscriptionAI usage is billed separately as you use it. Ongoing AI workforce management is included in Tier One.
BONUS 05
Weekly AI & Automation Coaching Sessions
Regular Price$397per month
Is running your system giving you a headache? Get unstuck with live help every week.
- One live group call every week. Share your screen for hands-on troubleshooting and working sessions.
- Direct access to Product Managers. Get answers, learn best practices, and share ideas to help shape new features.
- Keep learning between calls. Access recordings and learn from other business owners in our private community.
WHAT TO EXPECT
Bring Your Questions. Get Help Live.
- Join the Google Meet.Drop into the weekly group session.
- Post your question in the Q&A chat.Tell us where you’re getting stuck.
- Share your screen when called.Walk us through what’s happening.
- Work through it together.Get live troubleshooting and clear next steps.
YOUR COMPLETE OFFER
Here’s What You Get
Revenue Factory Programmatic Marketing System
Tier One · One Location
Your Five Machines, Managed
01
Administration Machine
Keep The Whole Operation Running
We maintain the standardized brand resources, marketing assets, and performance dashboards that feed the other four machines, as well as, manage the quarterly plan, weekly execution checks, monthly performance review, and ongoing maintenance.
Marketing reportsCall trackingCustomer recordsConversation historyTeam tasks and notifications
- Full Revenue Factory Platform AccessConnected tools and customer information in one account.Included
- Standard System SetupPrebuilt templates customized, connected, and tested for your business.Included
- One Active Build Per LocationNew implementations and improvements, with one revision round against each approved brief.Included
- Routine Updates And MaintenanceExisting systems remain supported while your next Build is underway.Included
- Quarterly PlanningRevenue Leak Audit, prioritized objective, measurable targets, and work queue.Included
- Monthly Performance ReviewOne 30-minute review per Location; quarter-end includes evaluation and next-quarter planning.Included
- Managed AI WorkforceTeam-based setup and management; roles activated by implementation priority.Included
02
Awareness Machine
Drive Visitors To The Relevant Offer
We connect standard website pages, scheduled social posts, and agreed advertising activity to the offer’s destination page. Awareness can bring new prospects, unconverted leads, or past customers into the relevant campaign.
Website and hostingSocial post schedulingAI-assisted writing for emails and social posts
- Scheduled, Shipped, And ScoredCampaign schedules, weekly execution checks, and performance reporting.Included
- Paid Advertising ManagementOne paid-media channel and one active campaign at a time when included in the operating schedule.Included
03
Acquisition Machine
Connect Discovery, Research, And Requesting
We connect pages, inquiry forms, website chat, and customer messaging so visitors can ask for help, become identified leads, and receive follow-up.
Inquiry formsWebsite chatUnified InboxTwo-way email and text messagingMissed-call text-back
Frankie
AI ReceptionistAnswer routine calls and messages, share business information, and book appointment requests.
04
Activation Machine
Connect Consult, Booking, And Fulfillment
We connect consultation follow-up, booking, confirmations, reminders, and payments so interested buyers can take the next step and arrive prepared.
Automated email and text follow-upLead follow-up trackingOnline appointment bookingAutomated appointment remindersEstimates and invoicesPayment links
Nora
AI Inbound Sales AgentRespond to new inquiries, identify interested buyers, and help them take the next step.
Oliver
AI Outbound Sales AgentFollow up with leads who haven't booked and past customers who may buy again.
05
Amplification Machine
Connect Review, Repurchase, And Referral
We configure review requests, return-visit reminders, past-customer follow-up, and referral tracking so the relationship continues after the first service.
Automated review requestsReview responsesReturn-visit remindersPast-customer follow-upAutomated referral requestsReferral formsReferral tracking
Rachel
AI Reputation AgentRequest customer reviews, reply to routine reviews, and route sensitive feedback to a person.
AI roles are activated according to the agreed implementation priorities, with defined handoffs to your team.
- BONUS 011:1 Kickoff Strategy SessionIncludedRegular Price$297one-time
- BONUS 02Quick-Start Video LibraryIncludedRegular Price$197one-time
- BONUS 03Template Website RebuildIncludedRegular Price$2,497one-time
- BONUS 04AI Employee24/7 calls, chats, and appointment booking. Setup included; AI usage billed separately.IncludedRegular Price$2,000one-time setup
- BONUS 05Weekly AI & Automation Coaching SessionsIncludedRegular Price$397per month
Included Bonus Value$4,991
Plus weekly coaching valued at $397/month.
All included with your subscription.
Tier One + All Five Bonuses
$997/month per Location
$2,991 Upfront For Your First Three Months
Get Started
Then $997/month. Advertising spend, metered usage, agreed third-party charges, and separately quoted work are additional. Campaign quantities are defined in the operating schedule within the plan’s capacity.
PROOF
What Could Plugging One Leak Be Worth?
The same number of booked appointments can produce different economic value depending on how many customers show up. Here’s what improving one stage of the buyer journey could mean for a local service business.
Same Appointments. More Completed Visits.
Illustrative assumptions—not customer results or a forecast.
| Monthly Measure | Current Process | Improved Process |
|---|---|---|
| Booked appointments | 100 | 100 |
| Attendance rate | 70% | 80% |
| Completed appointments | 70 | 80 |
| Average revenue per completed appointment | $200 | $200 |
| Revenue from those appointments | $14,000 | $16,000 |
Contribution after direct service costsAssuming $100 per completed appointment | $7,000 | $8,000 |
+10
Completed appointments
+$2,000
Monthly revenue
+$1,000
Monthly contribution before the program fee and other incremental costs
Compare that $1,000 in additional contribution with the $997 monthly program fee. Under these assumptions, $3 remains before other incremental costs. Revenue alone does not tell you whether an improvement pays for itself.
Give The Work A Measurable Business Purpose.
Appointment confirmations, reminders, and follow-up support the Show stage. Start with your baseline, identify the leak, implement the work, and measure whether the score changes.
This example shows the economics of a potential improvement. It does not establish that the system will cause a ten-percentage-point increase in attendance.
DISCLAIMER
This Program May Not Be Right For You.
Tier One is for local service businesses ready to delegate their marketing operations and use our standard systems.
Standard Systems, Customized For Your Business
We use prebuilt templates. Bespoke design and custom work are quoted separately.
One Active Build At A Time
Routine maintenance continues alongside your Build. Additional concurrent Builds require expanded capacity.
Access And Inputs Come First
You provide accurate business information, required account access, and timely approvals. Your team delivers the service and handles situations that need a person.
Installation Is Not A Revenue Guarantee
We manage execution and use performance data to improve it. Revenue and profitability also depend on your offer, market, and service delivery.
THE PAIN
Without A Rhythm, Marketing Keeps Starting Over.
Another tool or campaign still needs someone to configure it, run it, and check it. When that responsibility stays fragmented, the owner keeps chasing updates and the same problems return.
The Work Keeps Coming Back To You
1
Setup Stalls
Tools and connections remain unfinished.
2
Execution Slips
Follow-up waits for someone to find time.
3
You Step Back In
Chase the update. Find the problem. Restart.
TIER ONE
Your Questions Answered
PROGRAMMATIC MARKETING SYSTEM · TIER ONE
Ready To Run Your Business Like A Revenue Factory?
Put connected marketing systems and a team to manage them behind your business—so you can focus on delivering five-star customer experiences.