Welcome Jared
Updates
Most recent phase first.
Expand each phase for the sequential steps.
🔽 View completion steps
- ✅ Task 1.3.1: 25/06/25: Initial discussions with selected first guest writer Amy.
- ⏳ Task 1.3.2: 01/07/25: Writing brief, initial draft of 1st article, legal paperwork, payment discussions
🔽 View completion steps
- ✅ Task 1.2.4: 23/05/25: Guest writer research to increase output capacity.
- ✅ Task 1.2.3: 15/01/25: 5th article published which is 3 of 3 in the Goal Setting series which starts the 'goals launch' group
- ✅ Task 1.2.2: 12/01/25: New automations for paid subscriptions setup via Zapier and Brevo
- ✅ Task 1.2.1: 10/01/25: Tide bank account set up and connected to Stripe
- ✅ Task 1.2.2: 21/03/25: Social Detox group engagement and challenge month decision
- ✅ Task 1.2.3: 26/04/25: Research articles for Social Detox mission
🔽 View completion steps
- ✅ Task 1.1.1: 16/11/24: Informal blog subscriber invitations
- ✅ Task 1.1.2: 17/11/24: Additional page setup: Launch missions
- ✅ Task 1.1.3 17/11/24: Mission launch invitations sent
- ✅ Task 1.1.4: 09/12/24: 2nd article published featuring first explainer video
- ✅ Task 1.1.5: 14/12/24: Goal mission articles planned and drafted with accompanying graphics
- ✅ Task 1.1.6: 24/12/24: WhatsApp community and mission groups setup, members onboarded
- ✅ Task 1.1.7: 26/12/24: 3rd article published which is 1 of 3 in the Goal Setting series for the launch mission
- ✅ Task 1.1.9: 03/01/25: 4th article published which is 2 of 3 in the Goal Setting series for the launch mission
🔽 View completion steps
- ✅ Task 1.0.1: 14/10/24 - Branding/logo/imagery/tag line/bio and descriptors finalised from options in Task 0.2.3 (samples from Brandox page)
- ✅ Task 1.0.2: 15/10/24 - Branding applied to all social media accounts
- ✅ Task 1.0.3: 15/10/24 - 1st article published on main platform - workflow working correctly
- ✅ Task 1.0.5: 15/10/24 - Main blog platform (Ghost) styling completed
- ✅ Task 1.0.6: 28/10/24: Custom domain (boldsolo.blog) setup
- ✅ Task 1.0.7: 28/10/24: Email settings for subscribing on custom domain setup and tested
- ✅ Task 1.0.8: 28/10/24: All tech stack settings including Zapier reconfigured to custom domain.
- ✅ Task 1.0.9: 28/10/24: Google Analytics 4 setup
- ✅ Task 1.0.10: 30/10/24: Ghost admin social media links and SEO settings configured
- ✅ Task 1.0.11: 05/11/24: Newsletter subscriptions (free/paid)
- ✅ Task 1.0.12: 06/11/24: New post: Launch group
- ✅ Task 1.0.13: 10/11/24: New post sms alert setup via Zapier and Textmagic
- ✅ Task 1.0.14: 11/11/24: Additional page set up: About
- ✅ Task 1.0.14: 11/11/24: Additional page set up: Disclaimer
- ✅ Task 1.0.14: 11/11/24: Additional page set up: Thanks
- ✅ Task 1.0.14: 12/11/24: Additional social media channel setup: Instagram Travel Gallery
- ✅ Task 1.0.14: 13/11/24: Additional page set up: Paid tier (currently private) / Tip jar setup
🔽 View completion steps
- ✅ Task 0.3.1: 02/10/24 - Domain purchased from Phase 1 decisions
- ✅ Task 0.3.2: 03/10/24 - Draft branding started (logo)
- ✅ Task 0.3.3: 10/10/24 - Start of tech stack 'flow plans'
- ✅ Task 0.3.4: 11/10/24 - Domain email setup with DNS authenication
- ✅ Task 0.3.5: 11/10/24 - Instagram account setup for future posting
- ✅ Task 0.3.6: 11/10/24 - Facebook account setup for future posting
- ✅ Task 0.3.7: 11/10/24 - Brevo email platform setup with DNS authentication checks for alternative signup and marketing
- ✅ Task 0.3.8: 11/10/24 - Ghost platform hosting basic setup
- ✅ Task 0.3.9: 11/10/24 - Ghost platform test subscriber additions
- ✅ Task 0.3.10: 11/10/24 - Brevo email platform setup with DNS authenication checks for alternative signup and marketing
- ✅ Task 0.3.11: 12/10/24 - Zapier platform setup for automation activities
- ✅ Task 0.3.12: 12/10/24 - Zap setup and tested: Ghost subscribers into Brevo
- ✅ Task 0.3.13: 12/10/24 - Zap setup and tested: Brevo subscribers into Ghost
- ✅ Task 0.3.14: 12/10/24 - Zap setup and tested: New blog posts saved and backed up into Notion OS
- ✅ Task 0.3.14: 12/10/24 - Zap setup for 2025 main launch: New blog posts sent to Textmagic sms list (reply number needs purchasing)
- ✅ Task 0.3.15: 13/10/24 - Additional social media account setup: X (Twitter)
- ✅ Task 0.3.16: 13/10/24 - Additional social media account setup: LinkedIn page
- ✅ Task 0.3.17: 13/10/24 - Additional social media account setup: Threads
- ✅ Task 0.3.17: 13/10/24 - Additional social media account setup: YouTube Channel
- ✅ Task 0.3.18: 14/10/24 - Storychief platform to Ghost platform publishing tests
- ✅ Task 0.3.18: 14/10/24 - Storychief platform to all social media channels tests
🔽 View completion steps
- ✅ Task 0.2.1 - 25/09/24 - Initial topic planning/theme and domain research notes (see below) | Exported notes pdf
Pt.1: Topic Planning
Pt.2: Tagline focus
Pt.3: Theme simplify
Pt.4: Theme shortlisting
Pt.5: Domain options
- ✅ Task 0.2.5 - 30/09/24 - Add keyword research in Task 0.1.4 to dashboard set up in Task 0.1.3 (screenprint below)
- ✅ Task 0.2.6 - 30/09/24 - Test Storychief publishing platform SEO/Ai on initial post draft using keywords prioritised in Task 0.1.5
- ✅ Task 0.2.7 - 30/09/24 - Plan workflows: Setup, Article, Member
🔽 View completion steps
- ✅ Task 0.1.0 - 13/06/24 - Initial discussions on goals/perks
- ✅ Task 0.2.2 - 18/06/24 - Personalised page creation start / legal document prep
- ✅ Task 0.2.3 - 20/07/24 - Final review of page proposal and document signing
- ✅ Task 0.2.4 - 04/08/24 - Majority of August: Research into apps/platforms
⭐ Your Pro Rewards
From the launch in October 2024, rewards are unlocked as your plan continues.
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Introduction
An introduction to our joint-project starting October 2024.
🎯 Make your stake in the content economy
🎁 Receive year on year perks from Day 1
❌ Cancel anytime with monthly plan
⭐ All access pass
Recieve a permenent all access pass to all content on the platform - yours even if you cancel.
🔁 Subtastic
Get immediate value for your contribution with complimentary subs you would normally pay for.
🎁 'Stack rewards' including revenue
Both plans offer 'stack awards' after a certain number of months, including revenue share from paying subscribers.
Booming
The influencer/creator economy is booming and currently worth $250 billion, expected to nearly double to $480 billion by 2027, according to Goldman Sachs estimates.
Paying subscribers increasing year on year
The stats from just one popular blogging platform showed that back in 2021 over half a million subscribers were paying for content.
Content revenue
Popular bloggers are scooping up this new 'content ecomony', in some case to the tune of several million dollars annually.
The market is proven.
Objective summary
Purpose: Paying subscriber pilot
The monthly contribution simulates a paying monthly subscriber for the new blog platform, but with other rewards included. An annual review with your feedback will help us analyse and optimise the progress towards increasing paying subscriber revenue.
Goal: Generate monthly revenue
The goal is to establish and increase a paying subscriber base which will give early investors option of a revenue share for early investors such as yourself.
Blog topics
Blog topics will come from personal and professional experience, learning and systems I've built on these topics.
Mindset
Goals/Productivity
Physical Health
Mental Health
Risk and Resilience formulas
Solo travel lessons
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INVESTMENT TIMELINE
3 Year Timeline
✅ Planning
April - Sept 2024
Research, agreements set and payment setup.
⏳ Yr 1 (Launch)
15/10/24 - 15/10/25
Blog launch, subscriber drive and investor perks start.
Yr 2 (Build)
15/10/25 - 15/10/26
Year 1 review
Yr 3 (Review)
15/10/26 - 15/10/27
Year 2 review
After 15/10/27 option to create a new agreement at the conclusion or continue under current terms.
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Commitment
Joint commitments over the 3 year term
For the platform and deal to be successful, the below commitments will need to be maintained.
Agency commitments
Investor commitments
These commitments will be referenced by abbreviation (i.e 'AC2') in the legal paperwork for the agreement including in the 'Key deadline' dates' area.
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Plans/ROI Summary
A summary table outlining each plan.
'Stack rewards' are unlocked after a specific number of consecutive months are 'stacked'. The section below the blue box has all the details.
Feature
Month
outlay
£9.99
£14.99
🔁 Subs
for you each year
✅ Yr 1: x1
✅ Yr 2: x2
✅ Yr 3: ALL
✅ ALL
🎁 Health gifts
(12m = after 12 months)
✅ #1: 12m
✅ #2: 24m
✅ #1: 9m
(fast-track)
✅ #2: 24m
📖 Catalog
❌ Not available
✅ After 3m
📄 Portfolio setup
with updates
❌ Not available
✅ After 6 m
(annual update)
💰 Revenue share
❌ Yr 1
❌ Yr 2
✅ Yr 3: 10%
✅ 10% from start
Your perks
🔁 Immediate subscriptions
- From the start of your contribution plan you will receive subscriptions that align with your interests and you may have chosen to pay for in any case.
🎁 📖 📄 💰 'Stack' rewards unlocked
- As your contribution months stack up, so do the rewards.
- Depending on the plan chosen these include health gifts, purchased programs catalog, your CV and portfolio setup, and shared revenue.
- These are unlocked after consecutive months.
Plans/ROI Detailed
Below are the details of the perks available for your monthly contribution.
Default reward:
The permanent all access pass
Included on 🍀 Starter and ⭐ Pro plans - available even if you cancel
You will enjoy a permanent all access pass to the platform as a thank you for your early investor.
Yours even if you cancel.
Reward 1: Subscriptions
Included on 🍀 Starter and ⭐ Pro plans
RiseUp Ai Finance (RRP £9.99 month) ➕ More details
Financial Ai app that proactively keeps you on track with analysis, goals and cashflow alerts direct to your WhatsApp.
Readitforme - book summaries (RRP £23 month). ➕ More details
Mobile friendly text and audio book summaries of best selling productivity and mindset books. Annual subscription can be renewed up to 10 times.
Reward 2: Catolog access
⭐ Pro plan only after 3 months (Value £1000+)
With an active investment in learning and education I've compiled a catalog of programs on mindset, social circle generation, productivity, and business. You will get access to my full catolog downloads while on this the Pro plan which can be distributed onto either Google Drive or Box.
Reward 3: Created Portfolio
Included on ⭐ Pro plan only after 6 months (RRP £46 a month + agency work)
Get a boost for your next career moves with an online porfolio and professional link bio set up for your next application or interview. This perk includes any of the below:
- Porfolio platform Bullet (Startup plan) (RRP £15 a month)
- Free setup (normal 4 hour Agency work is £320)
- 1 hr annual updates (normal 1 hour work is £45 each)
Rewards 4 & 5: Health gifts
🍀 Starter and ⭐ Pro plans
🍀 ⭐ Gift #1: LARQ Pure Vis 2 (RRP £109) ➕ More details
The latest innovation from the LARQ series combines purifying water and tracking your hydration intake with the Bottle Pure Vis 2. This brand new and sealed first 'end of year' reward is available:
- ⭐After 9 months on the Pro plan (fast track)
- 🍀 After 12 months on the Starter plan
🍀 ⭐ Gift #2: Fitto muscle management (RRP £195) ➕ More details
Track individual muscle improvements with a device and app that measures & analyzes muscle growth with direct daily scans. Measures muscle features in 3 dimensions for more accurate results. The accompanying app also features training and nutrition guides. Watch the below video for more information.
Default Reward:
Shared revenue
Included immediately on ⭐ Pro and on 🍀 Starter from Year 3
While the 3 year agreement is in place you will get a cut of the revenue for your early contribution.
- ⭐ Available immediately on the Pro plan you will get 10% each month
- 🍀 Years 3 on the Starter plan you will get 10% each month
Following the conclusion of the 3 year agreement you have the option of a arranging a new agreement to continue contributing and receiving revenue share.
Cost vs value detailed
Below is a comparsion of the outlay cost vs potential value of each plan over the 3 years.
To give the most accurate picture, the value of the complimentary 'blog pass' (the charge for paying subscribers) and the unknown sum of 'revenue share' have not been included in the year value totals.
These figures will be known in the future as the plan progresses.
Starter Plan
Year 1
- ▶️ Outlay: 12 x £9.99 = £119.88
- ◀️ Return
- ☑️ RiseUp* 12x£9.99 = £119.88
- ☑️ Readitforme: 12x£23=£276
- ☑️ Gift 1 RRP = £95
- 🟰 Yr 1 TOTAL: £490.88
Year 2
- ▶️ Outlay: 12 x £9.99 = £119.88
- ◀️ Return
- ☑️ RiseUp*: 12x£9.99 = £119.88
- ☑️ Readitforme: 12x£23=£276
- 🟰 Yr 2 TOTAL: £395.88
Year 3
- ▶️ Outlay: 12 x £9.99 = £119.88
- ◀️ Return
- ☑️ Blog pass (£ TBC)
- ☑️ RiseUp* 12x£9.99 = £119.88
- ☑️ Readitforme: 12x£23=£276
- ☑️ Gift 2 RRP = £195
- ☑️ Revenue share 10% (£ TBC)
- 🟰 Yr 3 TOTAL: £590.88 **
- **rev share excluded
*3 year free subscription possible if account is re-setup on new email for years 2 and 3.
Pro Plan
Year 1
- ▶️ Outlay: 12 x £14.99 = £179.88
- ◀️ Return
- ☑️ Blog pass (£ TBC)
- ☑️ RiseUp* 12x£9.99 = £119.88
- ☑️ Readitforme: 12x£23=£276
- ☑️ Catalog RRP = £1000+
- ☑️ Portfolio (months 6-12)
- Bullet RRP 6 x £15
- 4 hr setup x2 RRP £320
- 1 hr update x2 RRP £90
- = £500
- ☑️ Gift 1 RRP = £95
- ☑️ Revenue share 10% (£ TBC)
- 🟰 Yr 1 TOTAL: £1990
- **rev share excluded
Year 2
- ▶️ Outlay: 12 x £14.99 = £179.88
- ◀️ Return
- ☑️ Blog pass (£ TBC)
- ☑️ RiseUp* 12x£9.99 = £119.88
- ☑️ Readitforme: 12x£23=£276
- ☑️ Catalog RRP = £1000+
- ☑️ Portfolio (12 months)
- Bullet RRP 12 x £15
- 1 hr update x2 RRP £90
- = £270
- ☑️ Gift 2 RRP = £195
- ☑️ Revenue share 10% (£ TBC)
- 🟰 Yr 2 TOTAL: £1,680**
- **rev share excluded
Year 3
- ▶️ Outlay: 12 x £14.99 = £179.88
- ◀️ Return
- ☑️ Blog pass (£ TBC)
- ☑️ RiseUp*: 12x£9.99 = £119.88
- ☑️ Readitforme: 12x£23=£276
- ☑️ Catalog RRP = £1000+
- ☑️ Portfolio (12 months)
- Bullet RRP 12 x £15
- 1 hr update x2 RRP £90
- = £270
- ☑️ Revenue share 10% (£ TBC)
- 🟰 Yr 3 TOTAL: £1,680**
- **rev share excluded
*3 year free subscription possible if account is re-setup on new email for years 2 and 3.
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FAQ
Some FAQ's you may have on the agreement and the investment details.
- The agreement -
Your contribution will go towards inital setup, monthly platform bills and guest contributors. These costs include the blog platform, advertising and marketing platforms and freelancer payments.
Your monthly contribution will help faciliate all of this.
'3 year agreement' means that the terms agreed upon are valid for 3 years. It is not necessarily how long the investment will continue for, so you can cancel at any time.
3 years is a good amount of time to evaluate if this proposal is a win-win for both parties. and sets a commitment for the agency to deliver.
🔑 Whether or not you decide to invest again you will keep a permanent all access pass to the blog as a thank you as an early investor.
After 3 years there will be an opportunity to review the agreement and create an updated one if both parties are interested. The option to revenue share will be available. If there is still interest in Stack Reward 3: Portfolio this can be incorporated into a new agreement or a completely seperate one.
🔑 Whether or not you decide to invest again you will keep a permanent all access pass to the blog as a thank you as an early investor.
At any point in the 3 years you can change plan and we can automatically change the monthly payment without setting up all over again.
If you upgrade:
- 🔁 You will immediately upgrade to accessing all subscriptions
- 🎁 If you upgrade before 12 months have completed, you will receive Stack Reward 1: Health Gift #1 earlier.
- 🎁 There is no change to when you will receive Stack Reward 1: Health Gift 2.
- 📖 After 3 payments on the Pro plan you will unlock Stack Reward 2: Catalog access.
- 📄 After 6 payments on the Pro plan you will unlock Stack Reward 3: Portfolio setup.
- 💰 You will immediately switch to the applicable Stack Reward 4: Revenue share on the Pro plan
At any point in the 3 years you can change plan and we can automatically change the monthly payment without setting up all over again.
If you downgrade:
- 🔁 Any annual subscriptions you are using will continue. Upon the next year you may not be able to access all subscriptions
- 🎁 If you downgrade before receiving Stack Reward 1: Health Gift #1 you will receive this in line with the Starter plan.
- 🎁 There is no change to when you will receive Stack Reward 1: Health Gift 2.
- 📖 You will lose access to any new requests for Stack Reward 2: Catalog access.
- 📄 You will lose access to Stack Reward 3: Portfolio
- 💰 You will immediately switch to the applicable Stack Reward 4: Revenue share on the Starter plan
At any point in the 3 years you can cancel by sending me a message and I will cancel the direct debit. Please do not cancel with your bank as GoCardless may review my account as a precaution.
If you decide to cancel:
- 🔑 You will keep a permanent all access pass to the blog as a thank you as an early investor.
- 🛑 Future payments will be stopped but there will be no refunds of any previous payments made.
- 🔁 Any annual subscriptions you are using will continue, but new ones wont' be activated.
- 🎁 If applicable you will not receive future Stack Reward 1: Health Gifts.
- 📖 You will lose access to any new requests for Stack Reward 2: Catalog access.
- 📄 You will lose access to Stack Reward 3: Portfolio (unless a separate arrangement is made)
- 💰You will no longer receive any applicable payments on Stack Reward 4: Revenue share.
- ❌ Once cancelled this exact agreement cannot be reactivated. There will be scope to create a new deal if both parties are interested.
The point of this pilot agreement is to simulate the experience of a monthly paying subcriber and access the value they feel they are receiving. Paying upfront with no content produced would not give such insights.
Paying monthly with the option to cancel means this arrangement is low risk for both parties. After the 3 years, if both parties are interested, there will be scope to structure future deals in alternative ways.
The shared revenue is from this blog platform and not related to any other business activity. The shared revenue starts immediately on the Pro plan or at Year 3 on the Starter plan. You will receive the applicable % cut of the income from paid subscribers (minus payment processing fees). This will be deposited into your account shortly after it is received in my business account.
For full transparency I will be investigating whether it will be possible to use a platform to show incoming revenue at any time.
Legal
For full transparency paperwork in the deal will encompass the agency legal documentation:
- MSA - Master Services Agreement (core legal operating procedures)
- Schedule A - IP - Intellectual Rights
- Schedule B - SOW - Schedule of work (details of the plan chosen and delivery)
Both parties will sign these documents before the agreement commences.
Although cancellation can occur at any time, this proposal outlines the 'agreement' for 3 years, meaning a commitment to the terms presented if cancellation does not occur. After 3 years the plan can continue with the 'continuation clause' specified in the legal paperwork, and there will be an opportunity to review the agreement and create an updated one if both parties are interested.
If you still have queries they may be covered in the FAQ section.
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Next Steps
✅ #1: Research, paperwork and mandate
🗓️ Start: 01/06/24
🗓️ Deadline: 30/07/24
Action:
✅ 👤 Matt: Setup / Sign
✅ 👤 Jared: Sign
The points on this page are referenced on the standard agency legal paperwork. Following the signing of both parties, the direct debit mandate via GoCardless through our payment platform FreeAgent will be setup.
✅ #2: Platform license purchase/setup
🗓️ Start: 05/08/24
🗓️ Deadline: 15/10/24
Action:
⏳ 👤 Matt: Purchase, setup, test.
Blog platform license will be purchased and setup ready for 15th October 2024 launch.
✅ #3: Platform license purchase/setup
🗓️ Start: 15/10/24
Action:
⏳ 👤 Matt: Launch blog
Setup and testing complete for launch 15/10/24.
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Let's talk
Choose the appropriate below and we can chat about solutions for you.
New clients and clients with live projects can book free meetings below.
