Scroll Media The Scroll System Updated May 2026
Scroll System · v2.0

The architecture every Scroll Media engagement runs on.

Cincinnati's Instagram agency for local brands. Ten phases. Three zones. One engine. Every output becomes the next input. Built to be productized so it works the same way, every client, every time.

10Phases · First touch to renewal
3Zones · Setup · Loop · Decision
1Engine · Where content is built
Cycles · The engagement compounds
The 12-month engagement at a glance

How the year unfolds.

Strategy. Testing. Decision. Extension. Renewal. The full commercial and strategic arc on one timeline. Details follow below.

M1
M2
M3
M4
M5
M6
M7
M8
M9
M10
M11
M12
Phase 06Strategy
Months 2-3Testing
Months 4-6Executing
Months 7-9Refining
Months 10-12Refining + Annual Review
Initial3-Month Commitment
Extension9-Month Retainer
◇ Month 3 Extend?
◇ Month 12 Renew?
Layer 00

Foundation

What everything else is built on
01
Positioning

Cincinnati's Instagram agency for local brands. Locked, repeated everywhere.

02
ICP

Cincinnati and Dayton local brands. Founder-led. Investing in long-term brand.

03
Prospect Tiering

Four-lane niche framework. Tight follower bands. Geo-zoned ownership across the team.

Referral channel runs Tier 1 alongside cold outreach
04
Brand OS

One brand. Voice layered across surfaces.

Foundation underlies everything below
Phase 0

Inbound

Always-on · Feeds Phase 01
01
Personal Brand

Daily content from chase.scrolls across Instagram, LinkedIn, Threads, and X.

Authority + reach
02
Lead Magnet

The Local Brand Growth Manual. Email-gated authority asset. First name + email. Tags Kit nurture · routes ManyChat keyword flow.

Top of funnel
03
Productized Tier

Audience-to-Action Playbook ($87) + Instagram Growth Blueprint ($997). Lower-ticket entry points.

Direct purchase path
04
Authority Quiz

Instagram Maturity Quiz feeds Kit email nurture sequence with stage-personalized follow-up.

Email pipeline
Inbound warms outreach and creates direct entry points
Zone 01

Acquisition + Setup

6 Phases · One-time · ~6-9 weeks

From cold prospect to signed client with strategy locked. Run once per client. Run clean.

Pre-Sales Phases 01-04
Setup Phases 05-06
Phase 01Ongoing

Outreach

Daily acquisition across cold email, LinkedIn, and Instagram. About 95 personal touches a day. Targeted, not mass.

You getFirst contact from us. A free Loom audit if you're an A or B tier fit.
→ Discovery call booked
Phase 0230 min

Discovery

A 30-minute structured call. AI transcribes everything. We walk away with the information your proposal needs.

You getA free strategy call. No pressure, no obligation.
→ Qualification decision
Phase 03≤5 days

Proposal

AI extracts your transcript. The 11-section template fills in around your specifics. Deployed as a hosted webpage.

You getA live proposal page tailored to your business. Yours to review on your own time.
→ Proposal sent
Phase 04≤7 days

Onboarding

Contract signed. Onboarding form captures the business in detail. Link Infrastructure Intake closes the attribution gap.

You getClean paperwork. Two short forms. About 30 minutes total.
↓ What the forms capture
  • Business questionnaire · history, model, audience, offers
  • Brand asset intake · logo, palette, fonts, photography
  • Vendor stack mapping · POS, booking, email, ads, CRM
  • IVP source material · existing reviews, FAQs, founder notes
→ Kickoff scheduled
Phase 0560 min

Kickoff

Structured live meeting. We lock the three biggest goals for the year and capture your business in your own words.

You getA 60-minute meeting where we lock the year's goals together.
↓ What the meeting locks
  • Founder voice capture · the way you actually talk about the business
  • 3 Goals locked in your own language, not agency reframes
  • AM-client handoff · your day-to-day partner introduced live
  • IVP draft begins · psychological profile takes first shape
→ Strategy inputs captured
Phase 063 weeks

Strategy

Three-week build sprint. IVP, pillars, format library, content calendar, KPI framework, profile optimization. Live Homebase deployed.

You getA live strategy webpage and a 60-minute walkthrough. Yours forever.
→ Execution begins
Brand Immersion
Phase 04 Phase 05 Phase 06 · Week 1

Before we write a single line of strategy, we absorb your brand. The onboarding form captures your business in detail. The kickoff meeting locks your goals in your own words. Week 1 of the strategy sprint synthesizes everything into your Ideal Viewer Profile. The strategy that follows is built on your brand, not agency assumptions.

Decision · After Phase 02
Right-fit prospects continue to Phase 03.

Discovery produces a clear yes or no. We don't push when it doesn't fit.

Exit · Nurture loop
Not-yet-qualified returns to Phase 01.

Timing, budget, or capacity shifts. We keep the relationship warm with quarterly nurture touches.

↓ Channels under Phase 01
Cold Email Chase
LinkedIn DMs Chase
IG @chase.scrolls Chase
IG @scrollmedia.co Team
↓ Strategy outputs · feed Production
IVP B2C + B2B
Content Pillars 4 pillars
Format Library Path 1 + Path 2
KPI Framework Scoring v1.2
Tier 2 · Phase 01
Inside the outreach engine

How 95 personal touches a day get sourced, sorted, and assigned without sacrificing personalization.

The outreach motion runs against a master prospect list maintained as the system of record. Every prospect carries a niche lane, a follower-band signal, a tier, an owner, and a channel allocation. Daily worklists pull from saved filter views so each operator opens the workday to a sorted, ranked queue.

4-Lane Niche Framework
Tier eligibility flows through a 4-lane gate based on first-principles fit with organic Instagram for local brands. Strict A-eligible covers the top organic-IG niches (med spa, hair / nail studio, fitness studio, interior design, real estate, restaurant, bar, bakery, brewery, coffee shop, pizza shop). Conditional A qualifies only if all three signals hit (Cincy core, 2k-10k followers, founder identifiable). B-tier max covers ICP-fit niches with weaker organic-IG fit. Force-route to C applies to structurally weak niches regardless of other signals.
Follower Bands
The 2,000-10,000 band is the prime acquisition zone. 1k-2k or 10k-15k counts as acceptable A. 15k-20k is B-tier max. 20k+ is anti-signal (already established, doesn't need Scroll) and force-routes to C. Below 500 force-routes to C unless flagged High Priority.
Geo-Zoned Operator Ownership
The team's IG outreach surface is divided by geographic territory. Operators build local presence in the neighborhoods they actually know.
Emily
OTR · Downtown · Pendleton · Mt. Auburn · Mt. Adams · Northside · Queensgate · West End · East End
Rachel
All NKY · Covington · Newport · Florence · Bellevue · Erlanger · Ft. Mitchell · Ft. Thomas · Edgewood · Hebron · Union
Riley
East side · Hyde Park · Oakley · Mt. Lookout · Mariemont · Madisonville · Anderson · Indian Hill · Loveland · Norwood
Tier-Based Channel Allocation
Tier Channels active Logic
A-tier Multi-channel · Chase email + Chase LinkedIn + IG @scrollmedia.co (team) + IG @chase.scrolls (Chase) Saturation. A-tier deserves multi-surface presence.
B-tier 1-2 channels · (Chase email + IG) OR (Chase LinkedIn + IG) Selective. Don't burn Chase's volume across every B-tier prospect.
C-tier IG-only via @scrollmedia.co Team-owned. Preserves Chase's email and LinkedIn bandwidth for A and B-tier.
Daily Volume
Chase: 25 cold emails + 25 LinkedIn DMs + 10-15 IG @chase.scrolls touches Tue / Wed / Thu. Team operators (Emily · Rachel · Riley): 10-15 IG @scrollmedia.co touches per operator per day. Combined: roughly 95-100 daily outreach touches across all four operators, plus audit recordings, content posts, and engagement work.
System of Record
The master prospect spreadsheet is the system of record. Every prospect row carries tier, niche lane, follower count, owner, IG @scrollmedia.co owner, channel allocation, next-touch date, funnel stage, and last touch channel. Every operator's daily worklist runs off a saved filter view keyed to their assignment column.
↓ Inside Phase 06 · Strategy Build

The 3-week sprint, broken down.

Strategy isn't a single deliverable. It's three weeks of structured work that produces 15+ artifacts feeding every cycle of content production. The same architecture runs on every Signature engagement.

Week 1 · Days 1-7
Research + IVP
  • Input synthesis · Discovery transcript, onboarding form, kickoff capture
  • IVP v2 build · psychological depth, pain points + dream outcomes
  • Brand + Competitive Review · differentiation pillars, open lanes
→ Audience profile locked
Week 2 · Days 8-14
Strategy Architecture
  • Content Pillars · 4 pillars mapped to IVP motivators
  • Format Library · Two-Path system · 60-70% Reels / 30% Carousels mix discipline
  • Feed + Stories Strategy · cadence, hook framework, sticker strategy
  • SEO Keyword Bank · Industry-broad to neighborhood-specific terms layered into bio, captions, alt text, and content topics
  • KPI Framework · Scoring v1.2 + stage benchmarks
  • Profile Optimization + Conditional Modules
★ Named sub-step · Phase 06 Week 2
Platform Audit

We audit your current Instagram against your IVP and competitive landscape. Profile, bio, highlights, grid, current content patterns, vendor stack, brand proof points.

Output: profile optimization recommendations + competitive gap analysis. The audit informs the rest of the strategy architecture.

→ Full strategy architecture built
Week 3 · Days 15-21
Build + Deliver
  • Brand Proof + Community Mgmt + Conversion Strategy (Day 15)
  • Trends + Cultural Moments + Walkthrough prep (Day 16)
  • Drive Folder + 30-Day Calendar build (Day 17)
  • Homebase v6 HTML build · 19 sections, 5 sidebar groups (Day 18)
  • Customer-Language Pass · required gate (Day 19)
  • Internal Rehearsal · pacing + decisions list (Day 20)
  • Strategy Presentation · 60-min live walkthrough (Day 21)
→ Live Homebase delivered · Year 1 begins
By Day 21 you have: A live Account Homebase webpage, a 30-day content calendar, a strategy doc set, and a 60-minute walkthrough that anchors the rest of the year.
★ The Referral Loop · Phase 01 enhancement
Renewed clients become warm intros, not cold outreach.

When a renewed client refers a friend, that prospect enters Phase 01 as a warm lead. Skips the cold motion. Higher close rate. Compounds the system as the client roster grows.

Strategy outputs hand off to the Execution Loop
Zone 02

Execution Loop

3 Phases · Recurring · Monthly + Quarterly

The engagement lives here for a year. Production publishes. Reporting measures. Optimization adjusts on signal, not on calendar.

Phase 07Continuous

Production

Shoot every 3 weeks. Edit, caption, publish. 60-70% Reels, ~30% Carousels. Every piece runs through the Content Engine first.

You get3 feed posts a week + story coverage. We handle production end to end.
→ Published content
Brand voice enforcement

Foundation Layer positioning gets enforced at production, not just defined upfront. Two voices, deliberately distinct: agency voice on Scroll surfaces, Chase voice on @chase.scrolls. AMs inherit agency voice with permitted tonal variation.

Phase 08Monthly

Reporting

Performance from Metricool + Meta Graph API. AI compiles the monthly report. We add the strategic narrative.

You getA monthly performance report and an email walkthrough.
→ Live performance report
Phase 09Bi-weekly + Quarterly

Optimization

Five trigger criteria. Format Test Log. Bi-weekly check-ins. Strategy adjusts on signal, not on calendar.

You getBi-weekly check-ins. Quarterly strategic reviews. No surprises.
→ Strategy refined
Loop close · Phase 09 → Phase 07

The execution loop closes here. Optimization signals route back into Production every month. The Format Test Log dictates the next rotation. The loop never breaks.

Monthly Loop

Phase 09 outcomes feed back into Phase 07 every month. The Format Test Log dictates next month's rotation.

Quarterly Review

At Months 3, 6, and 9, Optimization can loop all the way back to Phase 06 for strategy refresh.

NAMED FRAMEWORK Zone 02 · Alongside Phase 09 Optimization

Signal Method

The strategic engine inside Zone 02. Scroll Media's proprietary framework for engineering content signals deliberately and adjusting on signal, not on calendar.

Five components run inside Zone 02: IVP-First Architecture · Funnel-Mapped Content Mix · Three-Tier Metric Hierarchy · Pattern Break Format · Signal-Driven Adjustment.
Component 1
IVP-First Architecture

Every content decision routes through the Ideal Viewer Profile. Pillars derive from it. Formats select for it. Hooks land for it. No piece publishes that can't trace back to a specific motivator, pain point, or FAQ.

Learn more · The IVP-First discipline in execution.

  • FAQs mined from existing customer conversations. The questions the founder already answers in person become the content backbone. The IVP names the FAQ, the content answers it on camera.
  • Real Dream Outcome quotes used as hook copy. If the IVP names "I want my catering inquiries to feel less random," that line shows up verbatim in a hook before it shows up in a script.
  • B2B versus B2C path branching. Service businesses often run two IVPs in parallel (end consumer + corporate buyer). Pillars, formats, and CTAs branch by path. One profile never gets bolted onto the other's content.
  • Buyer-journey-stage content calibration. A first-time visitor and a six-month follower don't get the same content. The IVP maps awareness, consideration, and conversion behaviors. Content publishes against those stages, not against a universal mix.
  • Pillar pressure-test. Every pillar must map to at least one IVP motivator, pain point, or dream outcome. If a pillar doesn't connect, it gets cut before writing begins.
Component 2
Funnel-Mapped Content Mix

Content mix calibrates to the account's maturity stage. Pushing 25% conversion content on a young account starves the audience-building that conversion depends on. Stage drives mix.

Learn more · The stage ladder and the mix it dictates.

Four stages of account maturity. Each carries a calibrated top-of-funnel, middle-of-funnel, bottom-of-funnel split. Trust grows through value plus story plus consistency before conversion content earns the right to land.

Stage Stage description Top of funnel Mid funnel Bottom of funnel
Spark Early growth. Audience-building is the job. 70% 20% 10%
Lift Building momentum. Audience knows the brand. 60% 25% 15%
Rise Scaling reach. Conversion content earns its weight. 50% 30% 20%
Thrive Mature compounding. Authority and conversion both pull. 40% 35% 25%

Lane B Creative Direction in practice. Adapt and Invent decide where the format gets sourced from. Mix decides how often it runs.

Adapt · proven sources

Replicate a niche winner using a specific format that's working in-category.

Riff on adjacent niches. A pet brand pulls from food creator structures. A med spa pulls from beauty creator structures.

Model historical winners with less current competition. A 2019 carousel pattern reborn with sharper hooks today.

Invent · net-new

Create formats no one in the niche is running. Higher risk, higher differentiation upside.

Example: A neighborhood retailer launches a "what we almost named the store" series. No niche precedent. Pure brand IP.

Component 3
Three-Tier Metric Hierarchy

Metrics get weighted by buyer-intent signal. Saves and CTR carry the highest weight. Vanity metrics carry the least. Evaluation aligns to what actually predicts revenue.

Learn more · The weighted scoring framework.

Ten scored metrics across the funnel. Four tier weights. Saves and CTR sit at T1-High because they map most directly to consideration-stage and conversion-stage behavior. Shares sits at T3 because high shareability often reaches non-buyer audiences.

Tier Weight Metrics
T1-High 2.0× Saves · CTR
T1 1.5× Retention % · PCR · Link Taps
T2 1.0× Profile Visits · Comments · New Followers · Total Views
T3 0.75× Shares
Why the 6.0 floor. The score formula is Final Score = 6.0 + (raw × 0.4). The 6.0 floor compresses scoring to a 0-10 scale clients can read. No client gets a 2/10 on a piece of content. The floor protects the relationship while the multiplier captures the genuine variance. Denominator 13.25 across the 10 scored metrics.
Component 4
Pattern Break Format

Take something universally familiar. Map the brand onto it. The brain rewards the familiar pattern. The unexpected application creates novelty without confusion. Familiar plus surprising stops the scroll.

Learn more · Worked Pattern Break examples.

The structure is always the same. A universal cultural reference the IVP already loves crosses with a specific brand product or service. Series-ready execution. Client tone-fit confirmed before committing.

  • Local F&B brand × classic TV culture. Each sandwich on the menu mapped to a recurring sitcom character. One entry per post. The audience returns for the next character.
  • Service business × pet ownership universal. Treatment menu mapped to dog breeds with shared personality traits. Specific SKUs, specific breeds, specific reasons.
  • Neighborhood retailer × historical figures. Brand products matched to figures the niche associates with that aesthetic or era. Built-in authority borrowed from the reference.
  • Founder-led service × coffee orders. If your skincare routine were a coffee order, here's which treatment you'd be. Botox to espresso. Hydrafacial to latte. Real menu, real maps.
  • Local product × weather archetypes. Each seasonal special mapped to a weather pattern the IVP recognizes. Works for any brand with a rotating menu or service catalog.
Component 5
Signal-Driven Adjustment

Strategy adjusts on signal, never on schedule. Single-month dips are noise. Two consecutive months below floor is signal. Five trigger criteria are the only adjustment authorization.

Learn more · How the promote/retire loop runs.

The monthly Format Test Log review is the operational mechanic that feeds the promote/retire decision. Step 04 The Data publishes the punchy version. This is the precise operational version.

  • Promotion criterion. 3 executions of a format must outperform the funnel-stage floor before it gets promoted to CORE.
  • Retirement criterion. 2 consecutive months below floor and the format retires from the rotation.
  • Review cadence. Monthly during performance reporting. The Format Test Log is the system of record.
  • Output. 2-3 go-to formats per funnel stage locked for the next quarter's all-in execution.

The discipline protects against reactive strategy whiplash. Over-adjusting is a bigger risk than under-adjusting.

↓ Inside the 12-month engagement
The strategy evolves on a 3-month cadence.
Every quarter we review performance against this phase model. The architecture stays constant. What's happening inside it evolves as we learn.
Months 1-3 · Testing
Test multiple formats and angles

Cast wide. Test 6-10 formats and content angles. Goal: find what resonates with the specific audience.

Months 4-6 · Executing
Consolidate to the winners

2-3 winning formats per goal. Drop what didn't perform. Volume goes on the proven approach.

Months 7-9 · Refining
Polish the proven approach

Lock the core rotation. Test 1-2 new angles. Optimize hooks, captions, and visuals on what works.

Months 10-12 · Refining + Annual Review
Continued execution at full pace

Refinement keeps running. A year-end Annual Strategic Review fires at Month 11 trigger inside the M10-12 band. Checks IVP, Goals, and positioning. Findings feed the renewal conversation without slowing the work.

If we renew, the next 12 months restart the cycle with a refreshed strategy
Month 3 Decision · Initial → Extension

At Month 3, the initial 3-month commitment closes. Decision point: extend to the 9-month retainer for the full 12-month engagement, or part ways cleanly. By this point, Testing Phase signals are clear, the working relationship is proven, and both sides have data to decide.

Month 3
Every piece of content from Phase 07 runs through the engine
How they work together

Content Engine = the workflow. Idea → Format → Hook → Data. Every content piece runs through these 4 steps.

Signal Method = the strategic discipline running across the workflow. Five components calibrate every step.

The workflow is the floor. The discipline is what makes Scroll's execution different from any other agency running a similar 4-step process. Other agencies have a workflow. Scroll runs Signal Method across all four.

The Scroll Content Engine

Four steps. One loop. The engine never stops.

Sub-loop inside Phase 07. Every piece of content runs through these four steps before publication, then feeds the next ideation cycle on the way out.

Step 04 ↺ Step 01
The cycle runs continuously
↓ Inputs from Phase 06 Strategy

IVP (B2C + B2B), Content Pillars, Format Library, and KPI Framework feed every ideation cycle.

↑ Outputs to Phase 08 Reporting

Published content + the performance signals each piece generates. Saves, shares, retention, CTR, profile conversions.

Step 01

The Idea

Signal Method · IVP-First Architecture Signal Method · Pattern Break Format

Five parallel input streams feed ideation. Every idea originates from one or more.

Input 1 · IVP-driven
The Ideal Viewer Profile

FAQs · challenges · dream outcomes · B2C and B2B paths · buyer path · funnel stage mapping · goal mapping.

Input 2 · Trending culture
Real-time relevance

Google Trends · pop culture events · world news. Pulled into brand context, never copied raw.

Input 3 · Niche leader monitoring
Dedicated research account

One account algorithm-trained for the client's niche. Patterns surface fast. Winning formats spotted early.

Input 4 · Historical figure inspiration
Authors, originators, pioneers

The people who built the niche. Less-explored ideation lane with built-in authority to borrow.

Input 5 · Universal brand association mining
Everyday human universals

Pets · coffee · classic TV culture · personality types · weather. Translated into brand-specific content.

★ Produces Pattern Break originals · see Signal Method.
→ Output · Validated idea pool
Step 02

The Format

Signal Method · Funnel-Mapped Content Mix

Three orthogonal dimensions. Every idea decides on all three independently.

Lane A · Production
Path 1 · high-production. Agency-led shoot, edit, post. Higher cost, higher polish.
Path 2 · founder-led. Client-shot, agency-directed. Key Scroll IP differentiator.
Lane B · Creative Direction
Adapt. Replicate niche winners. Pull from adjacent niches. Model historical winners with less current competition.
Invent. Create net-new formats. Higher risk, higher differentiation upside.
Lane C · Distribution
60-70% Reels. Algorithm-weighted reach. Focus formats, Q2 2026:
SGreen Screen / Notes App SReaction + Commentary S/ATop Downservice · food = S, other = A Yap / Founder POV ASplit Screen AObject Lessons AClone Tier List + Ranking AI-generated visual
30% Carousels. Save-engineered retention. Focus formats, Q2 2026:
SAI Carouselmust be shareable Educational Carousel Authority Builder Carousel Pattern Break Originaluniversal × specific mapping Framework Breakdown Vulnerability Story Opinion / Take
Format library refreshed quarterly · current as of Q2 2026 · tier rankings cross-reference Briar Cochran's catalog with Scroll's category adjustments.
The three lanes compose independently. Any Path 1 piece can run Adapt or Invent and ship as Reel or Carousel. Same for Path 2.
→ Output · Format committed across all three lanes
Step 03

The Hook

Strategic Standard 3 · Hook framework runs as Standard, not Signal Method Component. Standards run parallel to Components inside Zone 02. See signal_method.md §4.3.

The first 3 seconds decide whether anyone watches the rest. Seven canonical techniques, stackable.

Technique 01
Curiosity Loops

Open with question. Delay payoff.

Technique 02
Pattern Interrupts

Unexpected visuals. Switching angles.

Technique 03
Brand Associations

Repeated taglines. Signature openings. Recurring visual marks.

Technique 04
Contrarian Takes

Push against the niche norm.

Technique 05
Specific Result Claim

Data-anchored opening promise.

Technique 06
Direct Address

Talking to a specific viewer type.

Technique 07
Stakes Hook

What is at risk. What they will miss.

Five stack, seven stack, as many as the piece can carry.
★ Craft underneath

Strong copywriting is the craft underneath every technique. Punchy words, lists, frameworks, metaphors, analogies, expert quotes. These are not an 8th technique. They are how every technique gets executed at high quality.

→ Output · Attention earned
Step 04

The Data

Signal Method · Three-Tier Metric Hierarchy Signal Method · Signal-Driven Adjustment

Format Test Log captures every execution. 3 strong runs to promote to CORE. 2 weak months to retire. Review monthly during performance reporting.

Publishing mix discipline
CORE (70-80% of publishing volume · proven, repeatable, low-risk).
TEST (10-20% · new formats running 3+ times to validate).
SEASONAL (sparingly · quarterly cultural moments, holiday pressure).
RETIRED (avoid · documented in Format Test Log).
Action 1 · Publish

Every piece logged against its format. The Format Test Log is the system of record.

Action 2 · Measure

Saves, shares, CTR, retention, profile conversion. Weighted per the Three-Tier Metric Hierarchy.

Action 3 · Score

Each piece scored. Format-level performance rolls up at month-end.

Action 4 · Promote or retire

Locked formats join CORE. Underperformers exit. Promotion and retirement decisions made monthly.

↓ Ties to · Quarterly Engagement Phase Strip

Goal: 2-3 go-to formats per funnel stage by quarter close. Locked formats get all-in execution the next quarter.

↺ Output · Validated formats feed Step 01
Step 01 Step 02 Step 03 Step 04 Step 01
Step 04 loops back to Step 01. Validated formats and signal data feed the next ideation cycle. The engine never stops.
At contract end · Month 12
Zone 03

Renewal Gate

1 Decision · Contract end · ~30 days prior

One decision at the end of every twelve-month engagement. The case is built on demonstrated work, not on a sales pitch. Both paths feed something downstream.

Path A · Renew

Continue with refresh

Re-enter Strategy at Phase 06 with new scope: refined IVP, refreshed pillars, expanded Phase 2 opportunities flagged across the year. The engagement compounds.

→ Feeds Phase 06 · Strategy refresh
★ Path A · Variant · Legacy clients
Strategy Refresh for pre-Method clients

Clients who joined before this method was systemized get brought up to current standards at renewal. Fresh IVP, fresh pillars, current KPIs. Same renewal moment, deeper rebuild.

Phase 10

Renewal

~30 days before contract end
Path B · Close

Conclude with diagnostic

Clean exit. Churn diagnostic runs against the engagement. Findings update the Foundation Layer: ICP, prospect tiering, positioning. See the Customer Lifecycle Touchpoints section below for the full offboarding workflow.

→ Feeds Foundation · System learns
↓ Inside the Annual Strategic Review · Month 11 trigger · M10-12 band

The review that shapes the next 12 months.

Annual review is renewal-decisive. It carries the same architectural weight as the original strategy sprint, because it sets the terms of Year 2. Findings feed the renewal conversation directly. No surprises at the contract signature line.

Input 1
Year-over-year performance synthesis

Full 12 months of scoring, format graduation history, monthly narrative. Trend lines surface what compounded and what stalled.

Input 2
IVP refresh assessment

Is the Ideal Viewer Profile still the right target? Has the business expanded, narrowed, or repositioned in a way the IVP needs to absorb?

Input 3
Goals re-evaluation

The 3 Goals from Kickoff get audited against the year. Hit, missed, evolved. New goals get drafted in client's language, locked at renewal.

Input 4
Positioning evolution check

Has the brand's positioning shifted? Pillars, hook framework, format library all get pressure-tested against the current state.

↑ Decision feeds the gate paths above.
What You Actually Experience

How much of your time this takes, and when.

The setup is intensive. The ongoing rhythm is light by design. You run your business. We run your Instagram.

Setup phase

One-time, ~6-9 weeks

From first call to live strategy
Day 0
Discovery callYou + Chase
30 min
Week 1
Contract + onboarding formYou only
~30 min
Week 2
Kickoff meetingYou + Chase + AM
60 min
Weeks 2-5
Strategy sprintWe work, you wait
We do
Week 6
Strategy presentationYou + Chase + AM
60 min
Ongoing rhythm

12-month engagement

Light touch, high output
As needed
Content approvalsYou review in Plann
5-15 min
Weekly
Story + community managementWe handle, you see
We do
Bi-weekly
Check-in callYou + AM
30 min
Monthly
Performance report + walkthroughYou read, we email
15 min
Quarterly
Strategic reviewYou + Chase + AM · Months 3, 6, 9
60 min
Month 11 trigger
Annual review + renewal conversationYou + Chase · Inside M10-12 band
60 min
Total time from you

Setup: about 4 hours total across 6 weeks. Ongoing: about 3-4 hours per month. You run your business. We run the Instagram. That's the trade.

How It Looks In Practice

One real client journey. One alternative path.

Most engagements look like this. Some don't go linear. Both run through the same architecture.

Ideal Flow · Cincinnati F&B Brand

Scenario A

A Hyde Park sandwich shop. Sister-owned, 80-year family history. Goal: grow catering inquiries + foot traffic across two locations.

Phases 01-02
Found + Talked

Team AM reached out via @scrollmedia.co. 30-min discovery captured family history + catering as the under-monetized lever.

Phases 03-06
Setup

Proposal in 4 days. Contract signed. Kickoff locks 3 Goals. 3-week strategy sprint. Live Homebase by Week 6.

Months 1-9
Execution

Testing → Executing → Refining. Pattern Break flagship: local product × universal cultural reference. Bi-weekly check-ins.

see Signal Method · Pattern Break Format
Phase 10
Renewal · Path A

Year-over-year: 30% growth in catering inquiries. Account doubles in followers. Path A accepted with Phase 2 scope.

Outcome: 30% growth in catering inquiries. Account doubles. Brand authority compounds. Year 2 begins with refreshed scope and stronger foundation.

Alternative Paths · When It Doesn't Go Linear

Scenario B

Not every prospect converts. Not every client makes it to twelve months. The system handles both without losing what it learned.

B1 · Prospect declines the proposal

Discovery shows interest. Proposal sent. Prospect declines after 3 weeks (budget + timing). Returns to Phase 01 nurture loop with quarterly value touches.

→ 6 months later they come back ready. Faster close, trust earned in the gap.

B2 · Client declines extension at Month 3

Initial 3-month engagement completes. Testing data is mixed. Client decides not to extend to the 9-month retainer. Path closes cleanly with full handoff.

→ Diagnostic feeds Foundation. ICP refined. Sometimes returns later for a fresh engagement.

Outcome: Even lost engagements feed the system. The decline becomes a nurture relationship. The non-extension becomes ICP refinement. No prospect or client is wasted.
Customer Lifecycle Touchpoints

How we handle wins, transitions, and offboarding.

Two threads run alongside the engagement. One captures social proof at peak moments. The other handles offboarding cleanly when the engagement ends.

Thread 1 · While Active

Win Moments · Capture at the High Points

Testimonials, case studies, and referral intros captured when the client is excited and outcomes are visible. Not at the end.

★ Month 3 · Quarterly Review
First testimonial ask

After a quarter of data and proven early wins. Client sees the system working. We ask for a short written testimonial.

★ Month 6 · Quarterly Review
Case study permission

Mid-year. Wins are stacking. We ask permission to build a case study with real numbers and outcomes.

★ Month 9 · Quarterly Review
Referral introduction

Strong year-end position. We ask for a warm intro to another local brand in their network.

★ Anytime · Big wins
Capture in the moment

Viral post, milestone hit, new customer credits Instagram. We ask immediately while excitement is high.

★ Month 11 · Renewal
Year-end recap + final case study

Full year of data and milestones documented. Case study finalized. Featured in BD assets and the Foundation Layer proof library.

Thread 2 · At Offboarding

Offboarding Workflow · Path B Detail

Path B isn't a clean break. Structured handoff: asset transition, knowledge transfer, door left open.

Step 1 · Capture
Final testimonial + use case

If not captured during active engagement, we ask now. Even churn engagements usually have wins worth documenting.

Step 2 · Transition
Asset handoff

Drive folder ownership transferred. Plann access settled. Metricool dashboard handed off. Smart-links exported.

Step 3 · Knowledge
Strategy doc + final report

Final performance report. Strategy doc handed off (IVP, pillars, format library, what worked).

Step 4 · Diagnostic
Churn diagnostic runs

What didn't fit? ICP signal? Capacity issue? Findings feed Foundation Layer. ICP and prospect tiering refined.

Step 5 · Door open
Future re-engagement path

"When you're ready, we'll be here." Quarterly nurture touch added. Past clients sometimes return after 6-18 months.

★ The Lifecycle Principle

We don't wait until offboarding to capture social proof. We capture it during the high points when emotion is positive and outcomes are visible. Offboarding becomes a cleanup of work the system has been doing all along.

AI In The System

Where AI shows up across the architecture.

Most local agencies aren't this AI-leveraged. We use AI internally to compress time and improve quality. Client-facing content stays human-led.

Phase 02 · Discovery
Discovery Transcription

AI captures the discovery call verbatim. We re-read it before building your proposal. Nothing important falls through the cracks.

Phase 03 · Proposal
Proposal Generation

AI drafts the first version of your proposal from your discovery transcript. We polish, customize, and review before sending.

Phase 06 · Strategy
Strategy Synthesis

AI helps synthesize your kickoff notes and onboarding form into a deep IVP. We pressure-test and finalize the strategy.

Phase 07 · Production
Content Ideation

AI generates content angles, hook variations, and script drafts from your IVP. Our team picks the winners, edits, and produces.

Phase 08 · Reporting
Performance Reports

AI compiles your monthly report and analyzes top posts. We add the strategic narrative before delivery.

Phase 09 · Optimization
Strategy Adjustment

AI surfaces patterns in your performance data. We diagnose what's working, decide what changes, and write the brief.

!
The Rule · Internal AI. Human-Led Delivery.

AI compresses our time inside the system. Your Reels, captions, carousels, and stories stay made by people. Time savings become strategic depth, not invisible cost cutting.

Legend
Forward flow
Loop back
Exit · nurture or close
Strategy refresh path
Referral · warm intro
Decision gate