Four kinds of work, each told the same way: what you gave Genie, what Genie prepared, and what you decided. Every sample on this page is illustrative and labeled. There is no real client here, by rule.
YOU GAVE GENIE
A ten-minute phone video about the retirement transition, recorded at your desk.
GENIE PREPARED
The strongest story cut into a polished video, three short clips with captions, four posts, two ad concepts, a follow-up email, and a landing page to capture the audience it puts in front of you.
YOU DECIDED
You approved the video and two clips, changed one line of the email, and passed on one ad concept.
YOU GAVE GENIE
One audience (business owners within ten miles), one offer (a short guide on paying yourself first), and your review requirements.
GENIE PREPARED
Geo-targeted promotion, the guide, a landing page with capture and consent, a four-step nurture sequence, and the next-conversation ask, drawn as one connected path.
YOU DECIDED
Compliance cleared the page and the sequence; you set the budget; Genie launched after both.
YOU GAVE GENIE
Who your best clients already are, and the kinds of professionals you wish referred them.
GENIE PREPARED
A CPA two miles away whose clients overlap yours, the evidence for the fit, a co-branded guide, review-ready outreach, and a potential cohost-event concept.
YOU DECIDED
You sent the introduction yourself after one edit. The reply is theirs to give.
YOU GAVE GENIE
A topic, a month, and the kind of room you like.
GENIE PREPARED
Venue options, the audience, invitations, registration and reminders, day-of materials, and the follow-up sequence, as one plan instead of eight tasks.
YOU DECIDED
You picked the venue and the date; compliance cleared the materials; Genie ran the reminders and drafted the follow-ups.
A recording prepared as a campaign package, a relationship match with the move already prepared, and an event plan that runs from invitation through follow-up.
Clips, captions, posts, emails, and review routing stay attached to the same source recording.
Evidence, rationale, co-branded material, outreach, and a potential cohost-event concept arrive together for review.
Venue research, registration, invitations, reminders, materials, attendee operations, and follow-up share one plan.
Each tab shows what Genie read, the stages the work moves through, where you sign off, and what you keep whether or not anyone outside responds.
What Genie runs
A few examples of the ongoing job. She runs them all.
Opportunity Radar
Genie reads the public evidence, finds an opportunity that fits the firm, and designs the material to go after it.
Illustrative input
Sample advisory firm · retirement transitions · Philadelphia
Yours either way
The research, a designed speaker sheet you can reuse anywhere, the matched opportunity, and a draft pitch.
A host or organizer still decides whether to book you. Genie prepares the work; the response is never something we promise.
Genie connects the input, the real-world work, the review, and the next move.
FOUNDATION → FUNNEL · YOUR FOOTAGE, FINISHED
Upload a phone video. Genie finds the story, prepares the edit, adds motion and captions, then maps the clips, posts, emails, and follow-up around it.
FUNNEL · A CLIENT EVENT, RUN END TO END
Venue research, audience, invitations, materials, review, reminders, day-of details, and follow-up arrive as one operating plan instead of eight loose tasks.
RADAR · OPPORTUNITY + RELATIONSHIP + BUSINESS
Genie finds places worth being heard, professionals worth knowing, and organizations whose people fit your practice, explains the fit, prepares materials and outreach, and leaves the decision with you.
FUNNEL · TRAFFIC → OFFER → CAPTURE → NURTURE → CONVERSATION
Genie builds and runs the connected path—from finding the right audience to the page, nurture, follow-up, and next conversation—while you stay in control.
The best example is the one Genie does for your firm.
The Audition is one complimentary piece of this work, researched and prepared for your practice, delivered privately, usually within two business days.
Prices are on the Plans page