The CMO Academy

Client Checkout & Onboarding

Private Proposal & Checkout

Full Conversion System
+ Implementation Support

A complete lead generation, nurture, tracking, content, and paid ads system designed to prove what works, save time, and move faster toward course sales.

This page confirms the agreed package, project scope, and payment setup for Cassidy Lewis / The CMO Academy.

90-Day Proof-of-Concept System

✓ Lead generation system

✓ AI-assisted content + paid ads

✓ CRM tracking + optimization

Startup Payment

$4,500

One-time setup payment to begin the project.

Monthly Retainer

$2,500/mo

Monthly billing begins 30 days after today’s startup payment.

Submit Startup Payment →

The CMO Academy

Client Checkout
& Onboarding

Private Proposal & Checkout

Full Conversion System + Implementation Support

A complete lead generation, nurture, tracking, content, and paid ads system designed to prove what works, save time, and move faster toward course sales.

This page confirms the agreed package, project scope, and payment setup for Cassidy Lewis / The CMO Academy.

90-Day Proof-of-Concept System

✓ Lead generation system

✓ AI-assisted content + paid ads

✓ CRM tracking + optimization

Startup Payment

$4,500

One-time setup payment to begin the project.

Monthly Retainer

$2,500/mo

Monthly billing begins 30 days after today’s startup payment.

Approve Package & Receive Invoice →

What’s Included

The Core Buildout for the 90-Day Proof-of-Concept System

This package gives The CMO Academy the front-end lead system, content support, paid traffic execution, CRM tracking, and monthly optimization needed to prove what works before scaling harder.

1

Strategy & Funnel Build

✓ Funnel & Conversion Audit

✓ Lead Magnet Strategy

✓ 2–3 Lead Magnet Concepts & Builds

✓ Lead Magnet Landing Pages

✓ Thank-You Pages

2

Nurture & Content

✓ Email Nurture Sequence

✓ Advanced Email Strategy

✓ Content Creation Strategy

✓ AI-Assisted Video / Content System

✓ Engagement Posts

3

Paid Ads & Tracking

✓ Creative Direction for Ads & Content

✓ Paid Ad Setup & Management

✓ CRM Setup

✓ Multi-Platform Lead Source Tracking

4

Optimization & Oversight

✓ Advanced Content & Behavior Tracking

✓ Monthly Optimization, Reporting, and Oversight

✓ Performance-Based Recommendations

Expanded Scope Based on Our Meeting

Why the Monthly Retainer Is $2,500

During our meeting, we discussed two important priorities: saving Cassidy time and moving quickly with paid ads. Because of that, this package includes more than basic monthly optimization.

AI

Save Time With AI-Assisted Content

This includes AI-assisted content and video creation to reduce the need for Cassidy to constantly record new videos herself, while still creating consistent authority-building content for the lead system.

AD

Move Faster With Paid Ads

This also includes paid ad implementation so we can begin driving traffic as soon as the first lead path is ready, collect data faster, and identify which messaging is converting.

The Retainer Covers Ongoing Execution, Not Just Reporting

The $2,500/month retainer covers content execution, paid ad execution, reporting, optimization, CRM review, email/funnel improvements, and system oversight.

Monthly Retainer

$2,500

per month

90-Day Proof-of-Concept

Project Stages

The first 90 days are focused on building the system, launching it, collecting data, and identifying what is moving people toward course sales.

Stage 1

Strategy & Audit

Estimated Time: Week 1

1

✓Current funnel review

✓Conversion path audit

✓Lead source review

✓KPI and tracking plan

✓CRM structure plan

✓Lead magnet creation

✓Lead magnet landing pages

✓Thank-you pages

✓Top-of-funnel content direction

✓AI-assisted content system setup

2

Stage 2

Build the Lead Capture System

Estimated Time: Weeks 2–3

Stage 3

Build the Nurture & Conversion Path

Estimated Time: Weeks 3–5

3

✓7-email nurture sequence

✓Advanced follow-up logic

✓Reply-driven or engagement-based email strategy

✓Course offer transition

✓Long-term nurture direction

✓CRM setup

✓Lead source tracking

✓Email engagement tracking

✓Content behavior tracking

✓Buyer and drop-off tracking

4

Stage 4

CRM & Tracking Setup

Estimated Time: Weeks 4–6

Stage 5

Launch, Measure & Optimize

Estimated Time: Weeks 7–12

5

✓Monitor lead flow

✓Review email open/click rates

✓Track lead-to-sale movement

✓Identify best lead sources

✓Prepare next-step scaling recommendations

Payment Setup

How Payment Works

The startup payment begins the project. Monthly implementation support begins 30 days after today’s payment.

Today’s Startup Payment

$4,500

Covers the initial strategy, funnel buildout, lead magnet structure, CRM setup, email nurture system, tracking setup, paid ad setup, and launch preparation.

Monthly Implementation Retainer

$2,500/mo

Billing begins 30 days after today

Covers ongoing optimization, content support, paid ad management, reporting, CRM review, email/funnel improvements, and monthly system oversight.

Complete the startup payment below to begin the Full Conversion System + Implementation Support project. The monthly retainer will begin 30 days after today’s startup payment.

Secure Startup Payment

Submit Startup Payment & Begin Onboarding

Complete the secure payment form below to submit the $4,500 startup payment for the Full Conversion System + Implementation Support package.

Due Today

Startup Payment

$4,500

Covers the initial strategy, funnel buildout, lead magnet structure, CRM setup, email nurture system, tracking setup, paid ad setup, and launch preparation.

Begins July 1, 2026

Monthly Implementation Retainer

$2,500/mo

Covers ongoing implementation support, content support, paid ad management, reporting, CRM review, email/funnel improvements, and system oversight.

After the startup payment is submitted, you’ll receive the onboarding page to provide project access, assets, links, and details needed to begin.

Complete the secure payment form below to submit the startup payment.

What’s Included

The Core Buildout for the 90-Day Proof-of-Concept System

This package gives The CMO Academy the lead system, content support, paid traffic execution, CRM tracking, and monthly optimization needed to prove what works before scaling harder.

1

Strategy & Funnel Build

✓ Funnel & Conversion Audit

✓ Lead Magnet Strategy

✓ 2–3 Lead Magnet Concepts & Builds

✓ Lead Magnet Landing Pages

✓ Thank-You Pages

2

Nurture & Content

✓ Email Nurture Sequence

✓ Advanced Email Strategy

✓ Content Creation Strategy

✓ AI-Assisted Video / Content System

✓ Engagement Posts

3

Paid Ads & Tracking

✓ Creative Direction for Ads & Content

✓ Paid Ad Setup & Management

✓ CRM Setup

✓ Multi-Platform Lead Source Tracking

4

Optimization & Oversight

✓ Advanced Content & Behavior Tracking

✓ Monthly Optimization, Reporting, and Oversight

✓ Performance-Based Recommendations

Expanded Scope Based on Our Meeting

Why the Monthly Retainer Is $2,500

During our meeting, we discussed two important priorities: saving Cassidy time and moving quickly with paid ads. Because of that, this package includes more than basic monthly optimization.

AI

Save Time With AI-Assisted Content

This includes AI-assisted content and video creation to reduce the need for Cassidy to constantly record new videos herself, while still creating consistent authority-building content for the lead system.

AD

Move Faster With Paid Ads

This also includes paid ad implementation so we can begin driving traffic as soon as the first lead path is ready, collect data faster, and identify which messaging is converting.

The Retainer Covers Ongoing Execution, Not Just Reporting

The $2,500/month retainer covers content execution, paid ad execution, reporting, optimization, CRM review, email/funnel improvements, and system oversight.

Monthly Retainer

$2,500

per month

90-Day Proof-of-Concept

Project Stages

The first 90 days are focused on building the system, launching it, collecting data, and identifying what is moving people toward course sales.

1

Stage 1

Strategy & Audit

Estimated Time: Week 1

✓Current funnel review

✓Conversion path audit

✓Lead source review

✓KPI and tracking plan

✓CRM structure plan

2

Stage 2

Build the Lead Capture System

Estimated Time: Weeks 2–3

✓Lead magnet creation

✓Lead magnet landing pages

✓Thank-you pages

✓Top-of-funnel content direction

✓AI-assisted content system setup

3

Stage 3

Build the Nurture & Conversion Path

Estimated Time: Weeks 3–5

✓7-email nurture sequence

✓Advanced follow-up logic

✓Reply-driven or engagement-based email strategy

✓Course offer transition

✓Long-term nurture direction

4

Stage 4

CRM & Tracking Setup

Estimated Time: Weeks 4–6

✓CRM setup

✓Lead source tracking

✓Email engagement tracking

✓Content behavior tracking

✓Buyer and drop-off tracking

5

Stage 5

Launch, Measure & Optimize

Estimated Time: Weeks 7–12

✓Monitor lead flow

✓Review email open/click rates

✓Track lead-to-sale movement

✓Identify best lead sources

✓Prepare next-step scaling recommendations

Payment Setup

How Payment Works

The startup payment begins the project. Monthly implementation support begins 30 days after today’s payment.

Today’s Startup Payment

$4,500

Covers the initial strategy, funnel buildout, lead magnet structure, CRM setup, email nurture system, tracking setup, paid ad setup, and launch preparation.

Monthly Implementation Retainer

$2,500/mo

Billing begins 30 days after today

Covers ongoing optimization, content support, paid ad management, reporting, CRM review, email/funnel improvements, and monthly system oversight.

Complete the startup payment below to begin the Full Conversion System + Implementation Support project. The monthly retainer will begin 30 days after today’s startup payment.

Secure Startup Payment

Submit Startup Payment & Begin Onboarding

Complete the secure payment form below to submit the $4,500 startup payment for the Full Conversion System + Implementation Support package.

Due Today

Startup Payment

$4,500

Covers the initial strategy, funnel buildout, lead magnet structure, CRM setup, email nurture system, tracking setup, paid ad setup, and launch preparation.

Begins July 1, 2026

Monthly Implementation Retainer

$2,500/mo

Covers ongoing implementation support, content support, paid ad management, reporting, CRM review, email/funnel improvements, and system oversight.

After the startup payment is submitted, you’ll receive the onboarding page to provide project access, assets, links, and details needed to begin.

Complete the secure payment form below to submit the startup payment.

Final Step

Built to Prove What Works Before Scaling Harder

The first 90 days are focused on building the system, launching it, collecting data, and identifying which lead sources, content, lead magnets, ads, and follow-up steps are actually moving people toward course sales.

Build

Create the lead capture, nurture, content, CRM, and ad system.

Launch

Send traffic into the system and begin tracking real behavior.

Optimize

Use the data to improve weak points and plan the next move.

Final Step

Built to Prove What Works Before Scaling Harder

The first 90 days are focused on building the system, launching it, collecting data, and identifying which lead sources, content, lead magnets, ads, and follow-up steps are actually moving people toward course sales.

Build

Create the lead capture, nurture, content, CRM, and ad system.

Launch

Send traffic into the system and begin tracking real behavior.

Optimize

Use the data to improve weak points and plan the next move.