Purple Halo | Planning & Preparation

Timeline

Asset Collection and Marketing Infrastructure are active now. Campaign Launch and Event Execution follow in sequence.

Selfie-style ad videos (1–2 min, on-the-fly format)
Student testimonial videos (minimum 3)
B-roll footage of properties and the Bus Tour
Personal outreach contact list (close phone contacts)

Event registration page live
Speed-to-lead automation (60-second SMS trigger)
Email and SMS nurture sequences written and loaded
Ad campaigns built and ready to launch

Decisions Required

No decision left open. Every item below requires explicit agreement before this meeting closes.

Event Packages & Pricing

Confirm all ascension tiers from the $195 Buy Right Bundle through the Truck Ride with Brad. Confirm event-day pricing and risk reversal guarantees.

Event Flow & Sales Integration

Define the specific logistics of May 28. Confirm the teaching-to-offer transition point and the exact offer Brad will make from stage.

Marketing Language & Target Personas

Agree on the core messaging for each of the four target profiles. Confirm the creative direction for Brad's first video shoot.

Roles TBD — Assign Before Meeting Closes

Three roles still need owners: Group Outreach Lead, Physical Materials Coordinator, and Follow-Up Caller. Assign a name to each before this meeting ends.

The One Obsessional Big Goal

100 Attendees. 36 Action Takers.

Every decision made in this meeting is filtered through one question: does this move us toward 100 people in the room who leave as active, deal-doing real estate investors who credit Brad for their first profitable property?

100

Event Attendees

per event

Action Takers

per year

15–20%

Bus Tour Conversion

of attendees

Who We Are Filling the Room With

Three distinct profiles. Every piece of marketing speaks directly to at least one of them.

Profile 01

Motivated Beginner

Ready to start. Needs a proven system.

Has income, has curiosity, and knows they want real estate — but has never pulled the trigger on a deal. They need a credible guide, a clear first step, and proof that someone like them has done it.

Profile 02

Stuck Investor

Has a deal or two. Hit a wall.

Bought a property, maybe two, but stalled out. Does not know how to scale, find deals consistently, or build a team. Frustrated and looking for a community and a system that actually works.

Profile 03

Equity Partner Candidate

Has capital. Wants returns without the work.

Professional or business owner with $50K–$250K sitting in savings or a self-directed IRA. Not interested in managing properties — interested in partnering with someone who does. The Truck Ride is the natural next step for this person.

Profile 04

Realtor

Licensed. Looking for an investor edge.

Active real estate agent who wants to understand the investment side of the business — to better serve investor clients, identify deals for themselves, or build a referral relationship with Brad's network.

What We Are Selling at the Event

The full ascension architecture. The Bus Tour Experience is the primary conversion target from stage at $2,995.

Entry

Buy Right Bundle

Brad's core deal analysis system. The essential toolkit for evaluating any residential investment property.

$195

Core

5F Master Class

Brad's complete system for building a real estate portfolio across all five financial pillars.

$995

Advanced

Bus Tour Experience

Primary Stage Offer

A curated group tour of active investment properties with Brad as the guide and educator. The primary conversion target from stage.

$2,995

Premium

In-Field Coaching

Ongoing coaching with Brad through the acquisition of your first or next investment property.

$4,995

Elite

Truck Ride with Brad

A full day in the field with Brad — touring real properties, analyzing real deals, and learning the system live. Available to active investors only.

$9,995

Three-Legged Marketing Stool

Organic, paid, and associations run simultaneously. All three legs must hold for the stool to stand.

Organic

Brad's Personal Brand

Daily posting on Brad's personal accounts (1–2x/day)
Selfie-style video content shot on-the-fly at properties
YouTube Shorts and Reels cut from existing content
Personal outreach to Brad's network: church, business, RE agents

Paid

Ad Campaigns

Four creatives per target persona at campaign launch
Retargeting on all event registration pages
Hot-lead alert for repeat page visitors
Weekly performance review: pause bottom 30%, scale top 20%

Associations

Partners & Community

Strategic partners: lenders, title companies, investor clubs
Tulsa Board of Realtors and Tulsa Businessmen's Club outreach
Brad alumni referral campaign (top 20 past students)
Partner co-branded promotional assets and exclusive bonuses
2+ partners confirmed by end of Week 3

Target Metrics

Track these numbers weekly. Adjust tactics based on what the data tells you.

Metric	Target	Stretch
Event Registrations	200	300
Show Rate	35–40%	50%+
Actual Attendees	75–100	125+
Bus Tour Conversion	15–20%	25%+
Back-End Revenue	$50K–$100K	$150K+

"The goal is not to fill a room. The goal is to create deal-doers."— Purple Halo One Obsessional Big Goal

Next Steps

Every action has one owner and one due date. Nothing leaves this meeting without both.

#	Action	Owner	Due
01	Brad schedules video shoots and confirms asset delivery date	Brad	Apr 1
02	Brad delivers all video and testimonial assets	Brad	Apr 5
03	Marc identifies and contacts first two association and community partners	Marc	Apr 7
04	Scott confirms group attendance outreach targets	Scott	Apr 7
05	Eddie completes registration funnel and automation build	Eddie	Apr 14
06	All ad campaigns and marketing sequences go live	Team	Apr 15

Brad Action Items

All assets due by April 5. Marketing cannot launch without them.

Video Assets

Due Apr 5

3–5 selfie-style ad videos (1–2 min, on-the-fly, filmed at properties or in the truck)
1 personal message video for registered attendees (60 seconds, warm and direct)

Testimonials