Clientele Media · The Money Multiplier
The Two-Lane Highway
One CRM engine. Two front doors. A first-look, clickable prototype of both acquisition funnels, built to plug roughly 42 leads a week back into a single pipeline. Click either lane to walk the full flow the way a lead would.
Draft v0.1 · For review
Placeholder copy & media
Built to iterate
Lane A · Institutional
The Money Multiplier
Brent's brand. HNW owners, risk-averse families, 50+. Paid traffic → masterclass → booked call.
- 1 Landing opt-in (name + email only)
- 2 Instant 90-min masterclass (chaptered)
- 3 Embedded booking calendar
- 4 Dead Equity calculator + materials
Lane B · Quiet Luxury
Hannah's Brand
Gen Z / Millennial creators. Organic social → Freedom Number → concept video → call or DM.
- 1 Mobile landing (organic / TikTok)
- 2 Freedom Number calculator
- 3 Name / phone gate
- 4 15-min concept video → call or DM
Note for review: This is a first draft to react to, not a finished site. Copy, numbers, videos and logos are placeholders. The point is to lock the flow, the feel of each lane, and the CRM structure, then iterate fast. Nothing here is wired to live data yet.
Configuration Blueprint · Week 2 Deliverable
GoHighLevel CRM Scaffold
One account, two pipelines, shared automation underneath. This is the exact structure we stand up in your GHL sub-account: pipelines, tags, custom fields, calendars and recovery workflows, so every lead from either lane lands in one place and nothing leaks.
Two pipelines, one engine
Lane A · TMM Core
- 1 New Lead
- 2 Masterclass Started
- 3 Masterclass Completed
- 4 Call Booked
- 5 Call Attended
- 6 Client / Won
- 7 No-Show → Recovery
- 8 Nurture / Long-term
Lane B · Hannah
- 1 New Lead
- 2 Calculator Completed
- 3 Concept Video Viewed
- 4 Call Booked / DM Started
- 5 Call Attended
- 6 Client / Won
- 7 No-Show → Recovery
- 8 Nurture / Long-term
Custom fields & tags
Custom fields (every contact)
lane | A / B · which brand door they entered |
source | Paid ad, TikTok, IG, referral… |
campaign | Campaign / ad set identifier |
score | Rolling engagement score |
dead_equity_amount | Lane A calculator output |
freedom_number | Lane B calculator output |
video_watch_pct | Masterclass / concept video % |
last_engaged_at | Most recent activity timestamp |
Tag & lead-scoring model
lane-alane-bopt-incalc-completevideo-50video-90bookeddm-startedhot-leadno-showclient
- +10 Opt-in captured
- +20 Calculator completed
- +25 Watched 90% of video
- +30 Call booked
- +15 Replied / DM engagement
- ≥ 65 → auto-tag hot-lead + notify sales
Calendars
A
TMM Strategy Session
30 min · round-robin across advisory team · Zoom · buffers + reminders on.
B
Hannah Discovery Call
20 min · mobile-friendly booking · SMS confirmation + reminders.
+
Reserved: Rachel & Larry
Mentor lanes added after initial build. Same structure, own calendars.
Automation workflows
Both lanes
No-show / booking recovery
Booking confirmationEmail + SMS remindersNo-show detectedRe-book sequence
Lane A
Masterclass nurture
Started, not finished nudgePost-class booking pushLong-term nurture
Lane B
Social DM automation
Keyword trigger (IG/TikTok/FB)Auto-DM + phone captureSMS nurture
Brand Directions · For discussion
Two brands, two identities
Starting points to react to, not final artwork. Hannah's brand evolves toward an earthy, quiet-luxury feel. Brent's becomes its own independently-named entity, separate from The Money Multiplier.
Lane B · Hannah, earthy quiet luxury
Moving away from the current deep-purple toward soft greens, mint, blush and gold, calm, aspirational, mobile-native. The script hk mark carries over; the palette warms up.
Sage
#6E7F63
Mint
#C7D6C0
Blush
#E9CFC6
Gold
#C2A15B
Cream
#F7F3EC
Ink
#2E3128
Type: Fraunces (soft serif display) + Figtree (clean body). Feel: Money Mornings, but grown-up and unhurried.
hk
Hannah Kesler
Own your money story
Lane A · Brent, a standalone brand name
Per direction, this is a distinct, independently-named entity, not "Brent Kesler" and not "The Money Multiplier." It is backed and created by Brent, with its own identity. Options below, name-forward:
Lead pick · Hannah's suggestion
Banker Brent
Warm, personal, memorable. Positions Brent as the friendly authority who shows you how to be your own bank.
Hannah's suggestion
Bank With Brent
Action-oriented and clear. Doubles as a call to action across ads and organic.
The Private Reserve
Institutional, discreet, HNW-appropriate. Leans into the "family bank" concept.
Cornerstone Capital Method
Method-forward, sells the system, not the person. Room to scale beyond one face.
Legacy Bank Method
Speaks directly to the 50+ legacy motive. Clear promise in the name.
Own Your Interest
Benefit-first. The whole strategy in three words.
Recommendation: lead with Banker Brent for warmth and recall, hold The Private Reserve as the premium alternative if we want distance from the personal name. Brent's leads stay in the TMM system per the purchase agreement. The new brand is the front door, not a separate CRM.