01 / 11
ACTION FIRST · STRATEGIC BRIEF
PROPOSAL · MARKETING LEADERSHIP

From plateau
to growth.

A 12-month roadmap to rebuild Action First's marketing function — the same dollars, a different result.

Orange County · Commercial B2B 10–15 hrs / week 90-day proof window
02 / 11
CURRENT REALITY
The Numbers

Six years.
Traffic down 50%.

−49%
Organic Users · Year over Year
3,552 (2024) → 1,816 (2025)
0.19%
Site Click-Through Rate
Industry average: 2–5%
19.5
Average Search Position
Page 2 = effectively invisible
SOURCE: BLISSDRIVE MAY 2026 MONTHLY REPORT · $108K SPENT OVER 6 YEARS
03 / 11
THE TREND
Free Fall

17 straight months of decline.

The current vendor's report frames this as "growth." The chart says otherwise. At the current pace, 2026 will end at roughly one-third of 2024's organic traffic.

2024
3,552
2025
1,816
2026*
~1,260
◆THE BUYER · 2026
04 / 11
The Opportunity

The buyer has changed.
The plan must too.

A facility manager evaluating a vendor in 2026 uses three channels: Google search, an AI assistant (ChatGPT, Perplexity, Google AI Overviews), and a referral. Action First is present in one. We need to be present in all three.

05 / 11
THE STRATEGY
Four-Pillar Framework

A growth engine,
not a retainer.

01

Technical Foundation

Schema markup, 30+ OC location pages, mobile speed, Google Business Profile, call tracking.

02

Content + GEO

Buyer-intent articles, brand comparisons, compliance angles — written to be cited by AI assistants.

03

Authority + Reviews

Industry directories (SIA, ESA, ASIS), guest articles, automated SMS review requests, PR pitching.

04

Paid + Conversion

Local Services Ads, targeted Search, LinkedIn for facility managers, voice AI receptionist.

06 / 11
EXECUTION · PHASE 1
Days 1–90

The proof window.

Foundation laid. Vendor replaced. Attribution turned on. If the needle hasn't moved by Day 90, we part ways cleanly.

MONTH 01

Audit & Replace

Days 1–30
  • Full site & vendor audit
  • Cancel BlissDrive
  • Hire specialist writer
  • Install CallRail attribution
  • Reviews engine live
MONTH 02

Build Foundation

Days 31–60
  • 10 OC location pages
  • 2 cornerstone articles
  • Schema markup site-wide
  • SIA / ESA / ASIS listings
  • LSA campaign launched
MONTH 03

Measure & Decide

Days 61–90
  • 2 more cornerstone articles
  • First guest article pitched
  • Target: 8–10 leads/month
  • Day 90 review with Russel
  • Extend or part ways
07 / 11
EXECUTION · PHASE 2
Months 4–12

The compounding phase.

Content compounds. Backlinks earn. Reviews accumulate. By month 9, the engine runs on its own momentum.

MONTHS 4–6

Scale

Authority builds
  • 15+ article library
  • First AI citations appear
  • Guest articles placed
  • Target: 10–14 leads/mo
MONTHS 7–9

Compound

Flywheel turns
  • 50+ Google reviews
  • Page 1 cornerstone rankings
  • Voice AI receptionist live
  • Target: 14–18 leads/mo
MONTHS 10–12

Dominate

Market position
  • Cited as OC's top installer
  • Cost-per-lead under $200
  • 6–8 case studies published
  • Target: 18–24 leads/mo
08 / 11
THE BUDGET
Reallocate, Don't Add

Same dollars. Different result.

Current · Status Quo
$1,500/mo
BlissDrive Retainer · $18K/year

What You Get

  • Generic monthly reports
  • Low-intent informational posts
  • No buyer-intent rankings
  • No AI/GEO optimization
  • Traffic down 50% YoY
→
Proposed · New Engine
$4,500/mo
Marketing Manager + Specialists · $54K/year (all-in)

What You Get

  • $3,000 · Marketing leadership (me)
  • $1,000 · Specialist content writer
  • $200 · Reviews + call tracking tools
  • $300 · Local Services Ads
  • Weekly attribution dashboard
09 / 11
THE ROLE
◆FRACTIONAL · SENIOR
What I Own

A senior operator,
fractional.

10–15
Hours per week
Reserved · Outcomes-based
  • Strategy, quarterly planning, vendor management
  • Content briefing, editing, publishing
  • GBP posts, review responses, ads management
  • Attribution dashboard + monthly reporting
  • Guest article outreach + PR pitching
10 / 11
COMPENSATION
Three Structures

Aligned incentives.

Option A
Pure Retainer

$3,500
per month · flat
  • Simplest, most predictable
  • Clear SOW, scope-bounded
  • 6-month initial term
  • 30-day mutual cancellation

Option B
Base + Performance

$3,000 + bonus
$100 / qualified lead over 6/mo baseline
  • Lower base, real upside
  • 5% of attributable closed revenue (Year 1)
  • Both parties win when plan works
  • 90-day proof window first

Option C
Equity Path

Defer
revisit at month 12
  • Run Option B for 12 months first
  • Earn the conversation through results
  • Requires attorney + appraisal
  • Best when both have proof
11 / 11
DECISION POINT
What I'm Asking For

Ninety days
to prove it.

No long-term commitment. No equity conversation today. Just a clean swap, and a 90-day window to show measurable results.

01
Cancel the BlissDrive retainer at end of next billing cycle.
02
Engage me as fractional Marketing Manager · Option B compensation.
03
Allocate $4,500/mo total marketing budget (replacing current $1,500).
04
Meet on Day 90 for honest review. Walk away clean if needed.