REEL Weight Loss Proposal
CNVCREATIVE
Prepared for Phil Beer + Stephanie Klein
Date October 2026
Expires December 11, 2026
Growth Proposal: REEL Weight Loss
From $97 buyer
to REEL
member.

A plan to take REEL Weight Loss from about $280K to $750K by building the bridge between RELEASE and the full program, putting Stephanie at the center of every ad, and turning her name into a search asset.

Meta Ads * Kajabi Funnel Build * Ad Creative * Email + SMS * SEO + AI Search * Weekly Reporting * Meta Ads * Kajabi Funnel Build * Ad Creative * Email + SMS * SEO + AI Search * Weekly Reporting *
The Situation
The product works.
The front door doesn't yet.

REEL has something most weight loss programs never build: members who stay. Women renew year after year, plan cruises together, and travel to retreats to meet in person. Stephanie's live coaching, The Arc app, and nearly 300 recorded sessions create the kind of support that keeps women in the work for years.

What REEL does not have yet is a reliable way to bring in women who have never heard of Stephanie. RELEASE proved that cold buyers will pay $97 and that the ads can pay for themselves. Then the ads were paused, because there was no tested path from a $97 buyer to a $2,499 member. That path is the single most important thing to build.

Today
$280K
Annual revenue, mostly from renewing members and word of mouth.
The Goal
$750K
Your target, built on an evergreen program instead of cohort launches.
RELEASE Cost Per Buyer
~$85
With a 30% take on the $47 upsell, each buyer brings in about $111. The front end pays for itself.
Tested Bridge
0
No measured path from RELEASE buyer to assessment to member. Yet.
The Problem
Every weight loss ad
sounds the same.

Weight loss is one of the most crowded categories on Facebook and Instagram. We reviewed the 157 competitor ads in your folder, plus the live Meta Ad Library. The same lines appear over and over: "stop starting over," "the quiet kitchen at night," "you already know what to eat," "it's not willpower." Women over 60 have scrolled past those words hundreds of times.

There are three problems to solve at once. Attention, because the usual angles are saturated. The bridge, because a $97 buyer needs to understand REEL before she ever talks to Stephanie, or the call feels like a bait and switch. Visibility, because stephanieklein.com carries real authority that search engines currently can't see.

01 Crowded messaging

Dozens of coaches run near-identical "start over" and night-eating ads. More of the same message won't break through. What no one else can copy is Stephanie: her story, her film framework, her named tools, and her community.

02 No bridge to the program

Past RELEASE buyers received a strong value sequence (71% open rates) but only 5% clicked the invitation to REEL. Buyers need a clear, low-pressure next step and an introduction to REEL before the assessment call.

03 Buried authority

Stephanie's site has links from Wikipedia, The New York Times, Today and Penguin, but ranks for only 167 keywords, mostly old off-topic posts. Roughly 1,900 spam links have pointed at the site since June, which needs cleanup before growth.

The good news: you already have the hardest pieces. A proven entry product, a fully mapped funnel, years of member stories on video, and a founder whose name carries weight. This proposal is about building and testing what connects them.
Who We Are
Not an agency.
Your marketing department.

CNV Creative is a fractional CMO agency founded by Crystal and Nick Volinchak. Every client engagement is led by a dedicated Director of Marketing: senior, strategic, and deeply embedded in your business. This is not a junior execution team handed a brief. It's a marketing department that thinks and acts like it's yours, without the overhead of building one in-house.

We work with founder-led businesses where the founder is the brand. That means we understand what it takes to build trust around a real person, not a logo, and how to scale that trust into a repeatable acquisition system without losing what makes the brand magnetic in the first place.

100%
Job Success Score
Top Rated Plus on Upwork. Maintained across every completed engagement.
$100k+
Earned on Upwork
Verified platform earnings across strategy, funnel, and growth engagements.
15yr
In Business
15 years building marketing systems for founder-led businesses across every major vertical.
5★
Client Rating
Consistent five-star feedback across strategy, execution, communication, and results.
Most agencies
✕Senior pitch, junior execution
✕Siloed teams that don't share strategy
✕Vanity metrics over revenue outcomes
✕Cookie-cutter funnels for every client
✕You manage the managers
CNV Creative
→Dedicated Director of Marketing on your account
→Strategy and execution from the same team
→KPIs tied to your revenue, not our reporting
→Built for your brand, not copied from another
→We run it. You focus on the business.
C
Crystal Volinchak, Co-Founder

Psychology undergrad. MBA. 15 years building marketing systems for founder-led businesses. Mentioned in Daymond John's bestseller Powershift. Has worked directly with the Shark Group on high-ticket coaching acquisition and has a consistent track record scaling premium offers built around personal brands. Crystal understands what it takes when the founder is the product: the trust, the positioning, the system that makes it repeatable.

Results
We've built this
bridge before.

Two engagements that match what REEL needs: cold traffic to a booked call to a high-ticket sale, and an entry product that warms a women-focused audience into a premium offer.

High-Ticket Coaching: National Brand
$4M+
Contracted revenue
5.96x
Return on ad spend
8,891
Calls booked
282
New sales

A nationally recognized founder with a high-ticket coaching program needed a cold acquisition system that could generate qualified sales calls at volume without sacrificing lead quality. CNV built and managed the full paid media and funnel infrastructure, from cold traffic to booked call to close, across $682K in managed ad spend.

Luxury Travel Brand: Women's Audience
3-Step
Ascension funnel
Evergreen
Model achieved

A women-focused adventure travel brand needed to turn social engagement into a repeatable revenue engine for premium group experiences. CNV designed and executed a full ascension funnel: a challenge to warm the audience, a webinar to qualify and educate, and a high-ticket offer to convert. The system ran evergreen and scaled without the founder in every sale.

Why this matters for REEL: the ascension model we built for that client is the blueprint for what we're recommending here. An entry product that warms, a conversation that qualifies, and a premium program that retains.

What Clients Say
"

Working with CNV Creative was genuinely refreshing. They were proactive from day one, anticipated needs before they became problems, and stayed focused on making the work better. Communication was clear, timelines were respected, and the results spoke for themselves. A team that actually cares about impact, not just deliverables.

Verified Upwork Review
"

Crystal, Nick, and the CNV Marketing team were fantastic to work with. They helped me fully refine my brand messaging, completely update my website, grow my LinkedIn engagement, and execute thoughtful cold email campaigns. They significantly improved the clarity of my positioning and helped shape the strategy behind what we were building, not just the content itself. They were proactive, highly organized, and extremely clear in their communication.

Verified Upwork Review
"

Easily the best freelancer I've worked with on the Upwork platform. Very professional, great communication, great streamlined process. Knowledgeable staff.

Verified Upwork Review
"

Crystal and her team are digital marketing geniuses. I would recommend them to anyone who had the type of project that fit with their marketing style.

Verified Upwork Review
The Strategy
Prove the bridge.
Then scale it.

You asked for a partner who will push back and let the data decide. So this plan starts with a 90-day test, not a promise. We build the RELEASE to assessment funnel you designed, run it with real ad spend, and measure every step: who books, who shows up, who joins.

The ads lead with what no competitor can copy: Stephanie. A bestselling author who went from fat camp to coaching thousands of women, a film-based framework ("Act I tools for an Act II problem"), named tools for the exact moments women struggle, and a community that takes cruises together. "Starting over" becomes the problem we describe, not the hook we lead with.

Alongside the ads, we clean up and rebuild stephanieklein.com so her name earns attention for free over time. If the 90-day numbers hold, we scale spend into 2027. If they don't, we'll know exactly which step to fix.

The Ascension Model
Every step earns
the next one.

REEL already has the full ladder. Our job is to move women up it without pressure, so the assessment feels like help and REEL feels like the natural next step.

Step 01
RELEASE
$97

The weight loss blueprint for women 60+, with a 7-Day Boost. Pays for its own ads.

Step 02
Retired, Not Expired
$47

Upsell at checkout. About 30% of buyers add it.

Step 03
RELEASE Assessment
Free

A 20-minute call with Stephanie that finds her real sticking point. Helpful whether or not she joins.

Step 04
Foundations
$1,499

For women who want in but aren't ready for the full program. Offered on the call.

Step 05
REEL Membership + VIP
$2,499+

Six months of live coaching, The Arc app, the Star Society and community. VIP adds 1:1 time with Stephanie.

The System
Five steps from
stranger to member.

This is the funnel you mapped, built and run in Kajabi, with tracking at every step so we always know where women drop off.

01
Meta Ads

Stephanie-led ads to cold traffic

Eight new ads every month on Facebook and Instagram, built around Stephanie's story, the Act II framework, named tools like the Witching Hour, and real member stories, including the caregiving stories already on your YouTube channel. Ads are written as third-person stories to stay within Meta's rules. We A/B test (compare two versions head to head) the refreshed RELEASE sales page against a video sales letter (VSL) version.

02
Checkout + Thank-You

Buy RELEASE, book the assessment

Instant access to RELEASE, the $47 upsell, and a thank-you section whose main button invites her to reserve her complimentary RELEASE Assessment while her intent is highest.

03
Calendar + Short Videos

Make booking easy and the call worth keeping

A 60 to 90 second video on the calendar explains what happens on the call. After booking, two short videos set expectations and show why Stephanie works differently. REEL is introduced here, before the call, so nothing feels like a surprise.

04
Email + SMS

Follow-up for every path

Reminder emails and texts (SMS) to reduce no-shows. A gentle Day 1, 3, 5 and 7 sequence for buyers who don't book, focused on using RELEASE. Every call is tagged by outcome so the follow-up always fits: ready to join, wants more information, not ready yet, or RELEASE only.

05
Weekly Reporting

Measure the whole chain

A weekly report on the full path: cost per buyer, upsell take, booking rate, show rate, close rate, new members, and Stephanie's call hours. Decisions come from the numbers, not guesses.

The First 90 Days
Build. Launch.
Decide with data.
Phase 01
Unblock + Build
Weeks 1 to 4
The Work
Account access, tracking and Meta conversion setup
Kajabi funnel: thank-you, calendar and confirmation sections, emails, texts and tags
Scripts for 3 short videos and the first 8 ads, filmed in one session with Stephanie
RELEASE sales page refresh and SEO cleanup
Delivered by Week 4

A complete, tested funnel ready for traffic, with every step tracked and nothing live without your approval.

Phase 02
Launch
Weeks 5 to 8
The Work
Meta ads live, with new creative every month
Sales page A/B test running
Weekly reporting on the full chain
First SEO post rewrite
Delivered by Week 8

First real booking, show and close rates, and a clear read on which ads bring in the right women.

Phase 03
January Push + Decision
Weeks 9 to 12
The Work
Lean into January, the year's strongest weight loss season
Go or no-go review against your own thresholds
Plan for added call capacity if demand outgrows Stephanie's calendar
Delivered by Week 12

A data-backed decision on how hard to scale, and what to fix first if anything underperforms.

The thresholds we'll hold ourselves to
Taken from your funnel plan: RELEASE covers its ad cost, 10%+ of buyers book, 70%+ show up, and 10%+ of calls become members. Our target is 20%+ on booking and closing.
Scale →
What 90 days could look like
ScenarioBook / CloseCalls heldNew membersNew program revenue
Your minimum thresholds10% / 10%~23~2~$6K
Our target20% / 20%~46~9~$26K
Strong25% / 25%~58~14~$40K
Based on about $28K in total ad spend from November to January at roughly $85 per RELEASE buyer (about 330 buyers). RELEASE sales recover most of that spend before any program revenue. Estimates, not guarantees.
The 18-month path to $750K
WhenMilestoneAnnual run-rate
Q4 2026Funnel built, 90-day test running$280K
Q1 2027Thresholds met, ad spend scales to $15K+ a month~$320K
Q2 2027Added call capacity (group assessments or a second assessor), Daily Rush as a public podcast~$400K
Q3 to Q4 2027Spend at $20K to $25K a month, over-60 search hub ranking, member referrals~$550K
Q1 2028Renewals from new members begin compounding~$650K
Q2 2028Full system running$750K+
One honest constraint: with Stephanie taking every call, new program revenue tops out near $150K a year. Reaching $750K requires a stronger close rate, direct enrollment for ready buyers, and more call capacity in 2027. We'll plan that with you as the data comes in.
Investment
Clear scope.
Month to month.

One build fee to stand the system up, then one monthly retainer to run and improve it. No long-term contract. Your ad spend is billed directly to your own Meta account and never passes through CNV.

Phase 1: One Time
Funnel Build + Site Cleanup
$4,500
Due at kickoff
Kajabi build of the RELEASE to assessment funnel: thank-you, calendar and booking confirmation sections
Email and text sequences for booked, not booked, no-show and every call outcome
Call outcome tags and automations in Kajabi
Scripts for 3 short videos: calendar, before your call, and why Stephanie
RELEASE sales page refresh and A/B test setup
Meta pixel and conversion tracking setup
SEO cleanup: spam link disavow, off-topic posts hidden, duplicate and technical fixes, structured data
Filming guide and one guided filming session plan with Stephanie
Phase 2: Monthly Retainer
Run, Test + Grow
$4,000/mo
Month to month
Paid Acquisition
Meta ads strategy, setup and daily management
8 new ads every month: video edits, statics and copy in Stephanie's voice
Funnel + Conversion
Ongoing funnel and sales page testing (conversion rate optimization, or CRO)
Email and text sequence updates based on call data
Search + AI Visibility
Monthly refresh of one high-potential blog post
Over-60 search hub and authority building
Reporting + Strategy
Weekly report on the full funnel and key performance indicators (KPIs)
Monthly strategy call with your Director of Marketing
Commitment
Month to month after Phase 1. Cancel any time with 30 days' notice.
Ad Spend
Billed directly to your Meta account. We recommend $9K to $10K a month from November to January, then scaling as results allow.
Valid Until
This proposal is valid through December 11, 2026.
Ready to build
something that works?

Let's talk. crystal@cnvcmo.com  ·  nicholas@cnvcreative.com

Success in 90 days means a funnel that pays for its own ads, a booked calendar for Stephanie, and real numbers to scale REEL toward $750K.