Brand Foundation & Legacy Platform Proposal
Prepared for: Frank Grimsley |
Prepared by: Caterina Harris Earl 510.220.7827
Brand Your Brilliance - BrandYourBrilliance.Net
Clarifying the message, organizing the legacy, and building the platform for real estate, financial literacy, mentorship, speaking, and community impact.
You Are Not Starting From Scratch
You already have the credibility. The opportunity is to organize your life's work into one clear brand people can understand, trust, and act on.
Leadership
Public service & community trust
Real Estate
Legacy-focused property expertise
Financial Literacy
Empowering families with knowledge
Mentorship
Faith, family & young men
Your Story Is Bigger Than a Résumé
Right now, your experience has many powerful pieces. The goal is to turn those pieces into a clear platform.
Frank Grimsley helps families, young men, and communities build stronger futures through leadership, legacy-focused real estate, financial literacy, mentorship, and service-centered impact.
A strong brand direction gives people clarity around four essential questions:
Who You Are
What You Stand For
Who You Serve
How to Engage
The Legacy Brand Platform
To clarify and elevate your brand, the long-term opportunity is to build a complete digital and content ecosystem around your story.
Brand Foundation
- Brand foundation & personal statement
- Updated LinkedIn bio
- Professional website or landing page
- Real estate service page
Platform & Growth
- Mentorship / Beatillion page
- Speaking or leadership page
- Community impact section
- Lead capture & email/text follow-up system
- Content strategy
- Can add a Courses Library & Subscription based community.
- All build in one eco system where you will see all contacts and communication in one spot from social, email, text, etc.
Build in the Right Order
The smartest path is not to build everything at once without clarity. Clean. Strategic. No wasted motion.
Step 1: Clarify the Brand
Get the positioning, audience lanes, voice, domain direction, and website roadmap clear. We go through a series of questions and I go to work to make all the suggestions. Report back to you to finalize.
Step 2: Activate the First Event
Use the July event or first confirmed workshop to capture leads and begin building your audience.
Step 3: Expand the Platform
Build the full website, deeper content system, speaking platform, and long-term legacy ecosystem.
Brand Foundation Intensive
$3,500
Best for: clarity before building.
Timeline: 2–3 weeks
This gives you the strategic blueprint for your personal brand, future website, content, workshops, and speaking opportunities.
What's Included
- Brand positioning statement
- Brand pillars & audience lanes
- Brand voice direction
- Domain/name recommendation
- LinkedIn headline, can add other platforms also
- Website structure recommendation
- 90-minute strategy session
- Brand roadmap document
July Event Landing Page
Included as a bonus with the Brand Foundation Intensive — ready within 7 days once event details are received. Or we can use this for any upcoming event.
Event Page
- Event title & description
- Who the event is for
- What attendees will learn
- Speaker/host bio
- Date, time & location
Registration System
- Registration form
- Payment confirmation
- Basic confirmation email
- SMS confirmation/reminder
- Post-registration next-step message
Legacy Brand Buildout
$8,500
Best for: building the foundation plus core digital presence.
Timeline: 6–8 weeks
This option builds the message and the main digital presence needed to make the brand visible and professional.
Everything in Option 1, Plus:
- Full website or landing page copy
- Home page, About, Real estate page copy
- Mentorship / Beatillion page copy
- Speaking / leadership page copy
- Community impact section
- LinkedIn profile refresh
- Workshop positioning
- Lead magnet concept
- Basic lead capture strategy
- 30-day content strategy
We need professional photos. We can use what you have, schedule a photoshoot or create digital images with AI from other photos you have. Full logo design is an additional fee of $750.
Legacy Platform VIP
$15,000
Best for: full brand platform, launch support, and long-term expansion.
Timeline: 90 days
The most complete option for building the brand, activating events, organizing leads, and preparing for future courses, workshops, speaking, and community programming.
Everything in Options 1 & 2, Plus:
- Website build support
- Workshop funnel copy
- Registration, confirmation & reminder emails
- Post-workshop follow-up email & SMS copy
- Lead tracker
- 90-day advisory support
- 60-day content calendar
- Offer ladder strategy
- Future course/community set-up and roadmap for courses.
Platform Access
$97/month
The $97/month platform fee is separate from the project investment. This covers the technology needed to keep the landing page, registrations, automations, and contact system active.
Hosting & Pages
Landing page hosting, registration forms, future event page duplication
Automation
Email automation tools, SMS automation capability, centralized event communication
Contacts & Reporting
Contact database, basic contact organization, basic reporting
Can view all on desktop and most on the provided app.
Replaces your email marketing, text, social media posting and calendar booking platforms that you may already be subscribed to. Platform has some additional features that Realtors use for listing homes, ads, etc.
After Setup: Maintain or Train
After the first build, you have two support options to keep the platform running smoothly.
Option A: VA Monthly Maintenance
Our VA team can help maintain the platform monthly, including:
- Website/event page updates
- New event dates & email updates
- SMS updates & registration links
- Contact list organization
- Basic reporting
- Future funnel duplication
- Building New Courses and Community Management
Monthly pricing quoted based on level of support needed.
Option B: Train Your Assistant
We can train your assistant to manage the platform internally, including:
- Page updates & event edits
- Registrations, emails & texts
- Contact management
- Future event duplication
Investment Summary
Three clear paths to building your legacy brand platform. Choose the level that matches where you are and where you're going.
Brand Foundation Intensive
$3,500
Brand clarity, positioning, audience lanes, voice, domain direction, LinkedIn headline, website roadmap, and brand roadmap document.
Bonus: July event landing page and basic registration automation, ready within 7 days.
Legacy Brand Buildout
$8,500
Everything in Option 1 plus website/page copy, LinkedIn refresh, workshop positioning, lead magnet concept, lead capture strategy, and 30-day content strategy.
Legacy Platform VIP
$15,000
Everything in Options 1 & 2 plus website build support, funnel copy, email/SMS follow-up, lead tracker, 90-day advisory, 60-day content calendar, offer ladder, and future course/community roadmap.
Payment Options
Flexible payment structures are available to ensure the right option is accessible and aligned with your timeline. Some use Affirm, Klarna or AfterPay for all or a portion.
Content Starter Kit
Paid in full clients will receive a customized Content Starter Kit — everything you need to show up with confidence and clarity from day one.
10 Hooks
Scroll-stopping openers to grab attention instantly
5 Post Ideas
Ready-to-use content concepts tailored to your brand
3 Reels Prompts
Engaging short-form video scripts to boost your reach
3 Story Prompts
Authentic behind-the-scenes moments that connect
1 Authority Post
Position yourself as the go-to expert in your space
1 Personal Story Post
Build trust and relatability with your audience
1 Call-to-Action Post
Drive conversions with a compelling, clear CTA
Plus 30 day Content Calendar Suggestions.
Client Feature & Spotlight
As a paid-in-full client, you'll be featured across my platforms — putting your brand, story, and expertise in front of a warm, engaged audience of about 30,000 that's ready to know you.
Client Spotlight Post
A dedicated post celebrating you, your story, and your wins
Interview-Style Feature
A deep-dive conversation showcasing your expertise and journey
Facebook Live Conversation
Go live together to connect with a ready-made, engaged audience
LinkedIn Feature
Amplify your authority with a professional feature post
Additional Services Available Separately
Depending on the selected option, the following may be quoted separately. The scope stays clean so the project stays focused, efficient, and aligned.
- Logo design
- Professional photography
- Website hosting/domain fees
- Paid ads
- Social media posting
- Video editing
- Full course creation
- Workshop workbook design
- Ongoing monthly content management
- Advanced CRM customization
- Advanced automation buildout
Your Legacy Deserves a Platform
Begin With: Option 1 — Brand Foundation Intensive
$3,500
This gives you the clarity needed before building the larger platform — plus the July event landing page and basic registration automation so your first event moves forward quickly and professionally.
Platform Access: $97/month
Keeps the landing page, registrations, automations, and contact system active.
Next, We Confirm:
- Brand/domain direction
- Event title & date
- Event location
- Target audience
- Registration details
- Desired follow-up action
Once confirmed, we begin the intensive and prioritize the bonus event landing page first.
Your story deserves clarity. Your event deserves a system. Your legacy deserves a platform.
Ready to Begin? Here's How.
Your journey to a powerful brand starts with one simple step. Here's exactly what happens next:
Choose Your Package
Select the option that best fits where you are right now — whether that's the Brand Foundation Intensive or a full platform build.
Pay Deposit or Pay in Full
Secure your spot with a deposit or pay in full to get started right away.. Let me know what you'd like to do and I will send the payment link.
Complete Onboarding Form
Share the key details about your brand, vision, and goals so we can hit the ground running.
Schedule Your Brand Foundation Session
We'll book your intensive session and prioritize getting your event landing page built first.
Begin Your Brand Buildout
We get to work — building the clarity, systems, and presence your legacy deserves.
Questions? I'd love to hear from you.
📧 Email: caterina@brandyourbrilliance.net
📱 Text: 510-220-7827
From Service to Significance