After our conversation — June 11
No turning everything on at once. One business unit, one clear proof of concept, real numbers before we expand. Here's exactly how we'd begin with Shepherd Tax.
What we heard
Start with Shepherd Tax. Prove it before expanding.
You've been burned before. This is a partnership, not a login.
Your hot list isn't converting — and that's the first thing to solve.
The tariff window is time-sensitive. We move now.
Where we'd start
You have roughly 250 prior ERC (Employee Retention Credit) clients who already trust you. Around 1,500 touchpoints produced two meetings. Before we scale any outreach, we diagnose why.
That answer is worth more than any volume of new sending — and it's the foundation everything else is built on.
The phased plan
Hot-list diagnosis, website and AI-search audit, messaging and Shepherd Tax landing pages (tariff and wellness).
Activate the AI SDR (Sales Development Representative) against a tight list, tariff primary and wellness secondary, build toward ten qualified conversations a week.
Weekly reviews, tie a dollar value to each booked call, document the proof of concept to bring to Damon.
Under the hood
The AI is the research, testing, and automation layer that makes a small team far more efficient. Not a replacement for your people. Not a magic lead machine.
Capabilities
The AI SDR is the engine. This is the chassis it runs on. Most of what makes outreach convert happens before a single email goes out.
A fast, modern site that works as a sales asset, not a brochure.
Built to surface in ChatGPT, Claude, and AI search, where your buyers now research, not just Google.
Back-end, technical, and content SEO so the right traffic finds you organically.
Separate pages for tariff, R&D, and wellness, each speaking to one searcher with one message.
Every landing page feeds its own funnel in your GAMA CRM, so no lead is captured and then lost.
The fast, automated response that hits a new lead's inbox before they cool off.
Short YouTube clips and podcast-style roundtables that get prospects talking about their problem, then meet them with the solution.
Clear view of what every tool and dollar is actually producing, so spend is never a black box.
This is what a growth partner builds. Not a login you're left to figure out.
Investment
All of the above is included. We just start it on one unit — Shepherd Tax — and prove it before we expand.
Foundation & setup
$5,000–$7,000
One-time
Monthly engagement
$3,000–$4,000
Per month
Included every month: AI SDR, cold email agents, GAMA CRM and funnels, landing pages, calendar, conversation content, weekly optimization, and direct partnership with John — not a handoff.
Month-to-month after setup. Priced as a partnership, scaled across your entities as the proof of concept earns it.
Questionnaire
Anything you share here comes straight to John and stays confidential. Used only to scope your proposal.
Short answers are fine. The one that matters most is the value of a single booked call — it anchors everything.
Prepared by John Bikis, Founder, Decebal
Built for The Mintz Group after our June 11 conversation. Nothing here is templated.