Practice Builders OS — Campaign Status
⚠️ ARCHIVED / SUPERSEDED (2026-06-07). This is the OLD PBOS membership (monthly-build / maturity-model, $97/mo). Dead — do not build from this campaign. Replaced by the 2026-06-07 plan, where PBOS becomes a one-time OS upsell (OTO1) in the new email funnel. See
business-aos/decisions/2026-06-07-near-term-revenue-plan-and-email-funnel.md.
Campaign: Practice Builders OS — membership ($97/mo, $48.50 founding) Entry funnel: Meta Ad → CIB opt-in → Practice Command Center tripwire ($7) → PBOS founding (Phase 2) Launch target for Phase 1 (tripwire): Monday April 20, 2026 Launch target for Phase 2 (PBOS founding): ~mid-May 2026
Assets
Root (decision docs + foundational copy)
| # | Asset | Status | Location | Notes |
|---|---|---|---|---|
| 1 | Concept brief | Complete (April 16) | concept-brief-practice-builders-os.md | Product, pricing, language system, members-get, entry paths |
| 2 | Funnel flow spec | Complete (April 16) | funnel-flow-spec.md | Full funnel architecture, ThriveCart setup, MailerLite groups |
| 3 | Founding member pitch copy | Draft | founding-member-pitch-copy.md | For post-$7 page when PBOS launches (Phase 2) — needs review |
| 4 | CIB thank-you page copy (markdown) | Superseded | thank-you-page-copy.md | Original "Practice Toolkit" version; replaced by HTML in wip/ |
| 5 | Meta funnel direction | Complete | meta-funnel-direction.md | Strategic direction doc — decisions, Arvin case study synthesis, business case, launch plan |
WIP (shipping assets for Monday launch)
| # | Asset | Status | Location | Notes |
|---|---|---|---|---|
| 6 | CIB thank-you page (HTML) | Built, needs review | wip/cib-thank-you.html | Replaces the Build pitch version in the-build campaign folder. CYP brand, Practice Command Center pitch, outcome-named skill cards. Needs ThriveCart URL. |
| 7 | Practice Command Center sales page (HTML) | Built, needs review | wip/sales-page-practice-command-center.html | Standalone cold-traffic sales page. Different opening than thank-you (no CIB confirmation), same product, same CTA. Needs ThriveCart URL. |
| 8 | Post-$7 thank-you page (HTML) | Built, needs review | wip/post-7-thank-you.html | Minimal confirmation page after $7 purchase. No PBOS pitch yet (Phase 2). |
| 9 | ThriveCart product page copy | Built, needs review | wip/thrivecart-product-copy.md | Product name, description, bullets for ThriveCart checkout page. Ready to paste when product is created. |
| 10 | Delivery email | Built, needs review | wip/delivery-email.md | Post-purchase email with install sequence. Needs Cloudinary URLs for 7 files (Practice Brain + quick-start + 5 skills). |
| 11 | CIB nurture sequence | Built, needs review | wip/nurture-sequence-cib.md | 5 emails for CIB non-buyers over 10 days. Pitches Practice Command Center (emails 1–4) and soft-teases PBOS (email 5). Replaces the-build/wip/nurture-sequence-cib.md. |
| 12 | Organic content — FB/IG launch week | Built, needs review | wip/organic-fb-ig-launch-week.md | 5 pieces: launch announcement + 3 regular-cadence posts + 1 IG story. Tue/Thu/Sat regular rhythm preserved. |
| 13 | Organic content — LinkedIn launch week | Built, needs review | wip/organic-linkedin-launch-week.md | 3 posts: launch day (Mon), birthday reflection (Wed), pattern reveal (Fri). No added frequency. |
| 14 | The Build waitlist page (HTML) | Built, needs review | wip/the-build-waitlist.html | Replaces the old Build sales page at thepracticebuilders.ai/the-build. Preserves URL. Two CTAs: Practice Command Center ($7) primary, Build Waitlist email capture secondary. MailerLite form embed placeholder needs replacement. Target: LIVE Sunday April 19. |
| 15 | Build waitlist welcome email | Built, needs review | wip/waitlist-welcome-email.md | "You're on the list" confirmation. Sends immediately on signup to Build Waitlist group. Soft mention of Practice Command Center. |
| 16 | Build waitlist nurture sequence | Built, needs review | wip/waitlist-nurture-sequence.md | 7 emails over 30 days. Format variety: descriptive / educational / pattern reveal / story / punchy positioning / authority POV / direct. Email 7 (D30): PBOS tease + "reply founding" capture. Aligns sequence end with PBOS founding open window. |
Dependencies (for Monday launch)
| Dependency | Owner | Status | Blocks |
|---|---|---|---|
| ThriveCart $7 Practice Command Center product created | Kathryn | Pending | Both HTML pages (CTA URL), delivery email trigger |
| ThriveCart pixel Purchase event configured | Kathryn | Pending | Post-$7 page already has Purchase event fired, but ThriveCart needs to point to that page |
| MailerLite "Toolkit Buyers" group created | Kathryn | Pending | Delivery email automation trigger |
| Cloudinary skill file URLs confirmed | Kathryn | Pending | Delivery email placeholder fill |
Sales page live at thepracticebuilders.ai/practice-command-center | Kathryn | Pending | Organic content CTAs, email sequence links |
| Existing CIB nurture paused or replaced | Kathryn | Pending | Don't double-pitch Build to CIB subscribers after Monday |
Launch Sequence
Saturday April 18 (today)
- [x] Direction doc written
- [x] All assets drafted and placed in wip/
- [ ] Stripe/ThriveCart product created + URL generated
- [ ] Delivery email prepped in MailerLite (content only — not yet triggered)
- [ ] ThriveCart URL inserted into both HTML pages (thank-you + sales page)
- [ ] Cloudinary URLs inserted into delivery email
Sunday April 19 — Build Waitlist Page Goes Live
- [ ] Create "Build Waitlist" MailerLite group
- [ ] Build MailerLite form (first name + email) → embed in the-build-waitlist.html
- [ ] Load Waitlist Welcome email into MailerLite (triggers on signup, 0 delay)
- [ ] Load Waitlist Nurture Sequence (3 emails over 21 days)
- [ ] Deploy the-build-waitlist.html to
thepracticebuilders.ai/the-build(replaces the Build sales page) - [ ] Test: submit the form with a fresh email → confirm welcome email arrives → confirm subscriber lands in Build Waitlist group
- [ ] Notify anywhere old Build links appear (nurture emails, LinkedIn DMs, FB/IG posts) — replace URLs or confirm the page repurpose works for existing links
Sunday April 19 — Practice Command Center Funnel Prep
- [ ] Deploy sales-page-practice-command-center.html to
thepracticebuilders.ai/practice-command-center - [ ] Deploy cib-thank-you.html to replace existing at
thepracticebuilders.ai/cib-thank-you - [ ] Deploy post-7-thank-you.html to
thepracticebuilders.ai/toolkit-thank-you(or chosen URL for ThriveCart success) - [ ] End-to-end funnel test with fresh email on CIB flow
- [ ] Verify pixel events (PageView, Lead, Purchase $7)
- [ ] Confirm delivery email arrives with working Cloudinary download links
- [ ] Final copy review
Monday April 20 — LAUNCH
- [ ] Funnel live
- [ ] Launch-day posts on FB/IG + LinkedIn
- [ ] IG Story posted
- [ ] AI Power User ad continues running (now pointing at new funnel)
- [ ] Nurture sequence live in MailerLite (replaces Build-focused version)
Tue Apr 21 – Sat Apr 25
- [ ] Follow organic posting calendar (FB/IG: Tue/Thu/Sat; LinkedIn: Mon/Wed/Fri)
- [ ] Monitor first-week conversion data
Wednesday April 22 — Kathryn's birthday
- [ ] Funnel running. Cake. Possibly Toolkit sales.
LinkedIn About Rewriter — Handraiser Campaign (Skill #2)
| # | Asset | Status | Location | Notes |
|---|---|---|---|---|
| 1 | Skill file (.md) | Built, tested | wip/linkedin-about-rewriter-skill.md | 6-section rewrite: hook, positioning, credibility, services, location+scope, CTA |
| 2 | Quick-start guide | Built | wip/linkedin-about-rewriter-quick-start.md | Setup + tips |
| 3 | LinkedIn post copy | Built, QC'd | wip/02-linkedin-about-rewriter-post.txt | Format 11 hook, voice-matching angle, keyword REWRITE |
| 4 | LinkedIn image (screenshot HTML) | Built | wip/screenshot-02-linkedin-about-rewriter-linkedin.html | 1080x1350, AOS brand, standalone |
| 5 | Delivery page — AOS | Built, needs review | wip/02-linkedin-about-rewriter-delivery-page-aos.html | Cloudinary URL placeholder |
| 6 | Delivery page — CYP | Built, needs review | wip/02-linkedin-about-rewriter-delivery-page-cyp.html | Cloudinary URL placeholder, Meta Pixel, noindex |
| 7 | DM sequence (3 messages) | Draft — needs Kathryn's testing result + next skill info | wip/02-linkedin-about-rewriter-dm.html | Placeholders flagged in yellow callouts |
| 8 | Gift email (to list) | Draft — needs Kathryn's teaching story | wip/02-linkedin-about-rewriter-email.html | Placeholders flagged in yellow callouts |
Blockers
| Blocker | Owner | Blocks |
|---|---|---|
| Cloudinary URL for skill file | Kathryn | Both delivery pages (download button) |
| Kathryn's own testing result (specific lines, voice-match moment) | Kathryn | DM 2 + email teaching story |
| Next skill in series (name + pain it solves) | Kathryn | DM 3 bridge message |
| Delivery page live URL | Kathryn | DM 1 link, email CTA link |
Phase 2 — PBOS Membership Launch (June 2026)
Full rollout spec: pbos-rollout-spec.md (same folder) Status: Spec complete (2026-05-29). Build not started. Model change from original plan: $27/mo (not $97/mo), MailerLite + Zoom + Notion (not Circle), workshop entry ($17) not toolkit entry ($7).
Key items (see rollout spec for full checklist):
- ThriveCart recurring product ($27/mo) — not started
- MailerLite groups (Start + Cancelled | PBOS Membership) — not started
- Welcome page (Convertri
/pbos-welcome) — not started - Welcome email automation (MailerLite) — not started
- Notion workspace (Practice Builders OS) — not started
- Monthly session scheduling (Zoom) — not started
- Post-workshop membership bridge email — copy drafted (
../practice-builders-workshop/wip/post-workshop-emails.md), needs membership link
Notes
- Campaign discipline: AI Power User Meta ad is not touched during this pivot. Only the destination changes.
- The Build event: deferred indefinitely. IP preserved as a potential PBOS Library asset.
- "Practice Builders" brand line: "AI skills for professional services practices." Used consistently across all new assets.
- Bundle name decision: "The Practice Command Center" (locked April 18).
- Practice Command Center future role: open — tripwire-only vs. also standalone LTO (see meta-funnel-direction.md Decision #5).
Update this file when any asset status changes, or when new assets are added/moved/removed.