Brian Ouellette

9:07 AM Tuesday. Two advisors. Same message from a top client: “Told a friend about you.” One had an ODP™ link. One did not. 1:18 PM Friday. One closed dream client. The other? Crickets. Why’d one win?👇Click below

"The best clients come from referrals, there is no exception."

Brian Ouellette, a University of Washington graduate, began his career on the Chicago Board of Trade (CBOT) as a runner before returning to Seattle to build his private client practice at PaineWebber. In 2000, he became the Market Commentator for Q13 FOX News This Morning, reporting live daily for over 3 ½ years and making more than 3,000 live TV appearances during one of the most significant boom-and-bust cycles in stock market history.

In 2004, he sold his book of business and founded Shoewallet Active Gear, a product featured on NBC's Today Show, CNN, NY1, and over 250 radio stations, as well as in publications like Shape and Runner's World. Shoewallet produced private label versions for Boeing, the Department of Defense, Skechers, and more across the U.S. and Canada.

In 2010, after reading Sports Illustrated’s "How & Why Athletes Go Broke," Brian recognized the urgent need for athletes to have better advisors. This led him to create Pro Athlete Direct™, an education-based marketing service for advisors to help athletes manage their finances, taxes, legal matters, and real estate needs. His experience helped him develop a system that allowed advisors to build strong connections with sports agents and their athlete clients, guiding them in making strategic financial decisions.

Brian has coached a range of trusted advisors across the U.S. and internationally, including former pro athletes, Barron's Top 100 advisors, Forbes Top Wealth Advisors, and top-producing realtors.

After over 20,000 hours of coaching and R&D, the AskMyAdvisor® referral app was born. This software provides trusted advisors—financial advisors, attorneys, realtors—with a simple way for their top clients to connect them with the people in their lives, making recurring referrals effortless.

“Let’s get straight to the point. After a career as a financial advisor and a coach to the industry’s best, I turned to software for one reason: I discovered how to increase referrals by 800%. The secret? Strip away the complexities that kill referrals. Focus on one thing—a single, exclusive pathway for referrals, accessible only by the top 20% of your client and COI relationships. This approach isn’t just a shift from the old way; it’s revolutionary. And it led directly to the creation of the AskMyAdvisor® Method & OS. Once you see it, you won’t just use it—you’ll wonder how you ever managed without it.” – Brian Ouellette

Learn more at tip.askmyadvisor.co/webinar

Founder

After 10 years & +20,000 hours of R&D, we have built the first Q&A app for you (accountants, attorneys, financial advisors, realtors) to share with your top 25 clients to strengthen those relationships & tap into new ones, quickly. 

How does it work? AskMyAdvisor Referral Method Software provides client-facing accountants, attorneys, financial advisors, realtors, venture capitalists, and other trusted advisors with a frictionless method of retaining and growing their best clients. By using the software, they can avoid tech overwhelm, resulting in 5-10 times more referrals on a recurring basis, while working only with clients they love.

It's a simple solution to the problem, "Oh, you've got to call my guy!" Or,  "My financial advisor's great, email her." 

Instead you just share your dedicated URL (format follows: askmyadvisor.app/YOURNAMEOFCHOICE) as a dedicated channel to Q&A where your top clients & the people in their lives can easily ask their questions, get second opinions, etc. 

Members also receive the Phone App (for instant notifications allowing our members to reply to questions within minutes) & get access to The Network. 

This is our private community of our advisor members, who are elite accountants, attorneys, financial advisors, realtors from the US & abroad, to come together. 

This is a private think tank.

Think of it as a Facebook Group  on steroids (BTW, it's our community built from the ground up, so no FB login).

ATTN: Established (3+ yrs) accountants, attorneys, consultants, financial advisors, realtors, and other trusted advisors.

You agree that referrals are king, yes?
(If that is not an emphatic yes, skip this post.)

So why do “good referrals” die?
Not because people are lazy.

Because the handoff process to refer is a mess.
Email intro?
Phone number swap.
Who contacts who?
Advisor taking referrals?
Can non client ask a question?
Endless back and forth...

All of it is confusion wrapped in different ways.
 
Which leads the referral to...
Dead on arrival from one 🤬dirty word: delay.

The good news, we found the fix.
Fix: Have a standard for all referrals.

Have One Direct Path (ODP) for all referrals.
One path to you. One standard.
One link. One controlled flow.
One thing to remember instead of 10.

In an emergency, how many options are there? One.
You call 911. That's a standard.

Referrals should be no different, but they're are.

What happens with one direct path?
One link replaces the steps, questions and confusion that cause delay.

Fixing this one killer, what happens?
More referrals. Faster. Cleaner. No chasing.

Want the full One-Page PDF Blueprint based on this (image)?

Comment PDF and I will send it.
Just had coffee with Nate Short about this exact topic (I'll send PDF your way!)


P.S. Per this post, who is the first person who comes to mind? 
Using the toolbar to share makes it easy to send their way. 
Worse case, you let them know you're thinking of them. 
Better case, you help them remove this referral killer.

Founder, The AskMyAdvisor® OS. 🔐SOC 2 compliant software. Advisor built for Advisors. “Referrals are king. Delay is the killer. One link removes delay. That is all.”

𝐈𝐟 911 𝐰𝐨𝐫𝐤𝐞𝐝 𝐥𝐢𝐤𝐞 𝐚𝐝𝐯𝐢𝐬𝐨𝐫* 𝐫𝐞𝐟𝐞𝐫𝐫𝐚𝐥𝐬, people would die. Seriously.

𝐈𝐦𝐚𝐠𝐢𝐧𝐞 𝐭𝐡𝐢𝐬:
You have an emergency.

But instead of dialing 911, you have to:

→ Dig through contacts
→ Guess which number to call
→ Wonder who reaches out to who
→ Leave a voicemail
→ Hope someone responds

Absurd, right?

911 𝐰𝐨𝐫𝐤𝐬 𝐛𝐞𝐜𝐚𝐮𝐬𝐞 𝐢𝐭 𝐢𝐬 𝐚 𝐬𝐭𝐚𝐧𝐝𝐚𝐫𝐝.

One number.
No thinking.
No delay.
Lives saved.

𝐍𝐨𝐰 𝐥𝐨𝐨𝐤 𝐚𝐭 𝐫𝐞𝐟𝐞𝐫𝐫𝐚𝐥𝐬.
Client polls show 90% say they would refer their advisor.
But only 10% actually do.

That missing 80%?
They do not forget you.
They get stuck.

Confusion = delay.

𝐃𝐞𝐥𝐚𝐲 𝐤𝐢𝐥𝐥𝐬 𝐫𝐞𝐟𝐞𝐫𝐫𝐚𝐥𝐬.

No clear process.
No single path.
Too many options.
Too much friction.

𝐌𝐮𝐥𝐭𝐢𝐩𝐥𝐞 "𝐰𝐚𝐲𝐬 𝐭𝐨 𝐫𝐞𝐟𝐞𝐫" 𝐢𝐬 𝐧𝐨𝐭 𝐛𝐞𝐭𝐭𝐞𝐫.

It is worse.

Two paths split attention 50%.

Ten paths kill it completely.

We found the fix.

𝐖𝐞 𝐜𝐚𝐥𝐥 𝐢𝐭 𝐨𝐧𝐞 𝐝𝐢𝐫𝐞𝐜𝐭 𝐩𝐚𝐭𝐡 𝐎𝐃𝐏™

It is one standard.
One clear referral path.
Not two. Not ten. One.

𝐓𝐨 𝐫𝐞𝐟𝐞𝐫 𝐲𝐨𝐮:
Clients and advisor friends share one link.
Zip their lips.
That's it.

No confusion. No delay.

Standards create action.

Clarity converts.

𝐅𝐮𝐧 𝐟𝐚𝐜𝐭
Referral are King.
Advisors spend over $50B/yr. on sales and marketing.
Yet, still miss the king killer: Delay.

Remove delay with one direct path the game changes.

Not in weeks or months.

In about 10 minutes.

𝐓𝐨 𝐭𝐡𝐞 𝐚𝐝𝐯𝐢𝐬𝐨𝐫𝐬 𝐭𝐡𝐚𝐭 𝐠𝐞𝐭 𝐢𝐭, 𝐫𝐞𝐬𝐞𝐫𝐯𝐞 𝐲𝐨𝐮𝐫 𝐟𝐫𝐞𝐞 𝐎𝐃𝐏™
DM me or comment below: "one link"


P.S. While reading this, who is that one advisor friend who came to mind?
Before sharing it, here’s what happens when you ping them...
𝐖𝐨𝐫𝐬𝐭 𝐜𝐚𝐬𝐞: you show you're thinking of them.
𝐁𝐞𝐭𝐭𝐞𝐫 𝐜𝐚𝐬𝐞: you help them.
𝐁𝐨𝐧𝐮𝐬: you’re the one who put the AskMyAdvisor® Method on their radar first.
Either way, it’s worth a ping.

*𝘈𝘥𝘷𝘪𝘴𝘰𝘳𝘴 𝘸𝘩𝘰 𝘢𝘳𝘦 𝘢𝘤𝘤𝘰𝘶𝘯𝘵𝘢𝘯𝘵𝘴, 𝘢𝘵𝘵𝘰𝘳𝘯𝘦𝘺𝘴, 𝘤𝘰𝘯𝘴𝘶𝘭𝘵𝘢𝘯𝘵𝘴, 𝘧𝘪𝘯𝘢𝘯𝘤𝘪𝘢𝘭 𝘢𝘥𝘷𝘪𝘴𝘰𝘳𝘴, 𝘳𝘦𝘢𝘭𝘵𝘰𝘳𝘴, 𝘢𝘯𝘥 𝘰𝘵𝘩𝘦𝘳 𝘵𝘳𝘶𝘴𝘵𝘦𝘥 𝘢𝘥𝘷𝘪𝘴𝘰𝘳𝘴.

No alternative text description for this image

Most SaaS companies need days or weeks of work to earn one sales call.

Ads. Posts. DMs. Emails. Webinars.
Then the call.
Then maybe a customer.

We flipped that.

None of the above. 

Instead it’s one self serve path in 90 seconds.

First value lands at 37 seconds.

Steve Gordon  Bill Cates, Unlocking Exponential Growth  Pierre Herubel Wes Bush … a few simplifiers who understand this. 

We release in less than 72 hours.
Message me, or comment VIP to get on the early list.


P.S. Reserve your private AdvisorOneLink🔑 when you get on the list. Format is:
askmyadvisor.app/your-name
One link. No delay. More referrals.

The avg. COI (per person) is now 600+. This is a combo of Facebook, x, Instagram, LinkedIn, Substack;)

So think about this…
10 clients, advisors, friends of yours have a reach of 6,000
25 a reach of 15,000+

That’s there size of an arena!Birds of a feather flock together.

Moral of the story… if you want to replicate your top 10 client and advisor relationships? Get more intros/referrals from them.

Easiest path to do this. Standardize how referrals get to you. 

Like 911 is the standard for emergencies. Have one standard path all referrals reach you. 

Not two. Not 10. Just one. We call it one direct path.

Open article: Brian Ouellette (@askmyadvisor) by substack.com

Most companies don’t break when growth slows.
They break when growth works.

Revenue increases. Teams grow. Budgets scale.
And suddenly everything gets harder, not easier.

At Harucon, we step in at that moment.

We work with e commerce brands, SaaS companies, and consumer businesses that already have traction, demand, and momentum. From the outside, they look successful. Inside, margins are tightening, complexity is compounding, and every growth step creates more pressure.

This is not a marketing problem.
It’s a system problem.

We don’t advise.
We don’t run campaigns.
We buy in.

Harucon takes equity and operates from within the business. Our role is to rebuild the company as one connected economic system where growth improves margins instead of destroying them.

We focus on what most teams avoid looking at closely.
Unit economics that quietly deteriorate at scale.
Operational structures that leak profit.
Decision making based on intuition instead of signal.
Growth that looks impressive but cannot survive pressure.

Our work is not about acceleration.
It’s about control.

Control over marketing efficiency.
Control over costs and cash flow.
Control over scalability.
Control over exit readiness.

The outcome is a business that grows without constant escalation.
One that becomes simpler as it gets bigger.
One that can be scaled, optimized, and eventually sold with confidence.

Buy and build.
Equity aligned.
Execution focused.

If growth feels heavier every quarter, something in the system is wrong.
That’s where our work starts.

Cem Atik

After generating $2B+ with performance marketing

I turned all of my Ads expertise into a Claude Skill.

And you can use it to audit your Ads in 30 seconds...

Most people think AI audits = generic checklists that miss real problems.

They're wrong.

I have generated over $2B with Ads.

Now I've trained Claude to audit accounts exactly like I do.

Here's what it does:

→ Analyzes account structure in seconds
→ Identifies wasted spend automatically
→ Diagnoses bidding issues instantly
→ Spots feed optimization gaps
→ Generates actionable recommendations

The math used to look like this:

3 hours analyzing + 2 hours diagnosing + 2 hours reporting = 7 hours per audit.

The result now?

My total time required is down to 15 minutes.

I just upload the account data and get a complete audit report.

I've packaged the Claude Skill and full implementation guide.

Want access?

1. Connect with me
2. Comment "SKILL"

I'll send it straight to your DMs.

PS - This works for Google Ads, Meta Ads, and Google Shopping campaigns

€2B+ in Revenue. 70+ Brands. The All-in-One Community Powering Scalable Growth

I've generated over $2.5B+ using Ads in the last 8 years.

And I finally made an AI that writes better ads than I do.

The best part?

It cost me 1% of what hiring a performance marketing team would have.

Most agencies burn through $10-20K/month on media buyers who are guessing.

The problem?

They don't have 8 years and $2.5B worth of pattern recognition.

So, I decided to build an AI to bottle it.

I cracked the code by combining:
→ GPT 5.2 (for creative copy generation)
→ Gemini 3 (for data pattern analysis)
→ Claude Skill (for strategic optimization)

The Performance Marketing AI that:
→ Creates winning ad copy instantly
→ Identifies profitable keywords nobody's bidding on
→ Builds smart bidding strategies that adapt
→ Diagnoses campaign issues before you lose money
→ Suggests optimization tactics based on $3B in spend data

The results are insane:
→ Better creative than I write manually
→ Finds opportunities I would have missed
→ Optimizes campaigns 24/7 (I need sleep, it doesn't)

Want to see how it works?

1. Connect with me
2. Comment "AI”

I'll send you access

PS - Only sending to those who comment in the next 48 hours.

€2B+ Revenue. Exit Ready by Design. We Build What Buyers Want.

NEVER hire a media planner again…

This GPT-5.2 AI Consultant replaces your entire $200,000/y media buying team

I just fed $2.5B+ in ad performance data to the new GPT-5.2

Including 8 years of Google Ads mastery across 100+ industries

And the results are insane.

The new GPT:

1. Creates winning ad copy instantly
2. Identifies profitable keywords in real time
3. Builds smart bidding strategies automatically
4. Audits ANY campaign structure you describe
5. Diagnoses campaign issues and fixes
6. Analyzes account bottlenecks and inefficiencies
7. Recommends exact optimization tactics needed
8. Provides scaling roadmaps based on your numbers
9. Generates A/B test frameworks
10. Creates audience segmentation strategies
11. Suggests budget allocation across campaigns
12. Provides plug-and-play campaign blueprints

Comment "GPT" and I'll send you access

rip eCommerce communities

I just built a community that shows you EXACTLY how to get to 8-figures

Most are just Slack channels where people brag about revenue and share screenshots.

The Boardroom is different.

We don't celebrate vanity metrics.

We fix real numbers.

Every week, we break down actual eCommerce accounts live:
→ Real profit and loss statements
→ True CAC (not the BS attribution numbers)
→ Actual EBITDA (not founder math)
→ Cohort performance and payback periods
→ Where profit leaks and how to stop it

The result?

Members go from "we're doing 7 figures" to "we know exactly which 7 figures are profitable."

This isn't for beginners.

It's for operators who want:
- Retention as a predictable revenue channel
- Performance marketing that scales without breaking cash flow
- Clear unit economics (not guesses)
- New revenue channels beyond Meta and Google
- Ownership-level thinking

Want in?

1. Like this post
2. Comment "JOIN"
3. Connect with me

I'll send you the details.

STOP wasting your search campaign budget

I just saved our client 60% on search spend in 90 days 

The problem wasn't traffic volume.

It was intent quality.

You're driving clicks from researchers, tire-kickers, and DIY hunters who have zero purchase intent.

More keywords = more waste.

Unless you filter for buyer intent first.

I've been running this method for our top eComm clients for 18 months. The results speak for themselves:

Same spend, 2-3x more buyers.

I just documented the entire Search Term Goldmine Method.

This is the exact process we use to extract real buyer intent from search data and kill waste before it compounds.

Inside you'll find:
→ How to classify buyer intent vs research intent manually
→ The intent clustering system that improves Quality Scores
→ How to scale search profitably without degrading intent quality
→ Search term patterns that reveal what buyers actually care about
→ Weekly workflow to prevent silent budget waste

This isn't keyword research.

It's intent extraction.

Your existing data is already telling you who's ready to buy. You're just not listening yet.

Want the full breakdown?

1. Comment "GOLD" below
2. Connect with me so I can send it

P.S - We run this weekly for every client. It's the difference between profitable search and burning cash.

R.I.P. manual client onboarding

This AI took my setup time from 2 days to 3 minutes...

The best part?

I've saved ~€20,000 in opportunity cost.

Most agency owners waste entire days onboarding new clients.

The problem?

Manual access links. Custom instructions. Platform connections. Back-and-forth emails.

All eating into time you could be running profitable campaigns.

So I built an AI tool to eliminate it.

This system:
→ Generates branded access links instantly
→ Auto-creates custom setup instructions
→ Handles all platform connections (Meta, Google, etc.)
→ Gets clients working same-day
→ Makes you look 10x more professional

The results are insane:

- 3 days → 3 minutes per client
- Saved ~€20,000 in opportunity cost
- Campaigns launch 1-2 days faster
- Zero manual setup work

Want the AI Onboarding Tool?

1. Connect with me
2. Comment "AI"

I'll send you free trial access to start onboarding in minutes

PS - Only sending to those who comment in the next 48 hours. This is the exact system we use to onboard every client.

It used to make me 2 days to onboard new clients

Now?

5 minutes

In total, this has saved me ~40,000€ in opportunity cost.

Because our campaigns launch 1-2 days faster than before.

How?

I built an AI tool that does the ENTIRE process for me.

This includes:
- Generates branded access links instantly
- Auto-creates custom setup instructions
- Handles all platform connections (Meta, Google, etc.)
- Gets you working on accounts same-day

Best part? You look 100x more professional from Day 1.

If you want a free trial of the AI

1. Connect with me
2. Comment "AI"

And I'll send you access to start onboarding clients in minutes.

STOP wasting money on YouTube ads

I spent the last year building a system that turns YouTube into an acquisition engine.

Until now, it was invite only.

Today, it is public.

Introducing the YouTube ROAS Engine. It replaces your entire workflow from script to scale.

Inside you will get:

→ Funnel Planner that maps Top, Mid, Bottom with proven creatives and CTAs
→ HERO Script Builder that turns Hook → Engage → Resolve → Offer into winning videos
→ Targeting Architect with layered intent audiences that beat broad keywords
→ Tracking Console with enhanced conversions, view throughs, and MER in one place
→ Scale Guardrails with 15 to 20 percent budget steps, duplicate win rules, and fatigue alerts

What users replaced:

-$3,000 dollars per month of creative guesswork
-Patchwork spreadsheets and manual tracking
-Random testing that burns budget

Real results:

- 2 to 2.5x ROAS at scalable spend
- 30 to 40 percent CAC reductions on cold traffic
- Creatives that last 70 percent longer before fatigue

We opened free access for a limited number of founders and advertisers.

Want in?

1. Connect with me
2. Comment "YT"

I will DM you the invite link for free access.

We just crossed €42M in client revenue in the first 19 days of 2026.

Good start to the year...

And I used the exact strategies we're sharing in the Boardroom.

+ A lot more.

If you want to join:

Comment "ROOM"

And I'll send you:
- Boardroom waitlist link (launching Feb 15th)
- First 50 founding members get lifetime pricing.

This is what we deliver weekly inside The Boardroom.

Real campaigns. Real numbers. Real results.

Comment "ROOM" below.

Most eCommerce founders think they need better ads.

They don't.

They need better unit economics, predictable retention, and owner-level thinking.

I'm building something in the background that fixes this.

It's the most excited I've been about a project in years.

If you're running a 6-7 figure eCommerce brand, February is going to be interesting.

NEVER struggle with paid Ads again

I'm building a private community where founders get complete control of their P&L.

→ Retention revenue that comes and goes randomly
→ Ad decisions based on hope, not data
→ Unit economics hidden in spreadsheet chaos
→ Scaling that feels like gambling

You're not lacking strategy.

You're lacking a boardroom.

I'm opening a private community where real eCommerce businesses get dissected weekly.

Not a course. Not content. Not cheerleading.
Real accounts. Real numbers. Live decisions.

Within 30 days, members walk away with:

Predictable retention as a profit engine
-Clear performance marketing structure (no more trust issues with agencies)
-Full clarity on CAC, margins, EBITDA, and payback
-At least one new revenue lever beyond Meta and Googl
 -Owner-level thinking, not marketer thinking

This isn't for passive learners.

If you can't commit to weekly operator reports, sharing what worked (and what didn't), and bringing real numbers to the table, you'll be removed.

But if you're ready to stop guessing and start controlling your business like the asset it is?

Want in?

1. Connect with me
2. Comment "ROOM"

And I'll send you access

If you're comfortable being challenged and executing, outcomes become predictable.

We just scaled 3 brands to multi 7-figures using the same offer testing system

(Without changing a single ad creative)

Most brands test offers like gamblers.

We test them like scientists.

And it's the difference between scaling to 8 figures and burning cash on "creative testing."

Here's what happened...

Most eCommerce brands blame their ads when campaigns don't scale.

But after auditing 100+ D2C accounts, we found the real problem:

They never actually test their offers.

Instead, they:
→ Change everything at once
→ React too fast to early data
→ Protect bad ideas emotionally
→ Test copy tweaks before testing offer mechanics
→ Define success after the test runs

That's gambling, not testing.

So we built The Offer Testing Lab.

Here's how it works:
Step 1: Choose your baseline offer
Step 2: Define ONE test variable
Step 3: Define success BEFORE traffic starts
Step 4: Run for 7 days minimum or until minimum spend is reached
Step 5: Read results for direction, not perfection
Step 6: Kill fast if CAC spikes, refunds increase, or quality drops
Step 7: Promote winners correctly
Step 8: Test continuously

It's really that simple when you remove the chaos.

If you want the full framework:

1. Connect with me
2. Comment "LAB"

And I'll send it over

Most brands scale at the wrong time.

(or wait too long to sell)

I've watched 7-figure brands crash trying to scale broken systems.

And I've seen others stuck in founder prison when partnering would have changed everything.

The problem isn't effort. It's clarity.

So I built a decision tree that removes the guesswork:

The Scale or Sell Decision Tree.

It's a sequence of yes/no questions that lands you on one of three outcomes:

→ Scale now
→ Fix fundamentals first
→ Partner or sell makes more sense

This isn't motivation. It's founder clarity.

The tree evaluates:

-Your unit economics and payback timeline
-Cold acquisition stability (without branded traffic)
-System maturity and founder dependency
-Creative velocity and team bandwidth
-Partner readiness if growth is constrained

It's based on working with 50+ eComm brands doing $2M-$20M annually.

The ones who scaled profitably had systems first.

The ones who struggled tried to scale hope.

If you're debating whether to push gas, fix the engine, or bring in a co-pilot...

This tree gives you the answer.

No emotions. No ego. Just logic.

Comment "TREE" and I'll send it to you

(We need to be connected for me to DM you)

NEVER scale your eCom ads without this framework…

This growth transition system replaces your $80,000 /y consultant

I just built a complete framework showing exactly what breaks at each revenue stage and how to fix it.

The capabilities are insane:

- Shows what works at €30k but kills growth at €100k
- Identifies infrastructure gaps causing the stall
- Provides stage-specific fixes before increasing spend
- Includes Retention Multiplier Calculator

This isn't just theory - I've used this framework across 100+ eCommerce brands scaling profitably.

The best part?

It costs $0 compared to a consultant which would charge you $50,000 - $150,000 yearly to audit your business

Here's what the system includes:

Stage 1: €0 to €30k/month
Stage 2: €30k to €100k/month (Danger Zone)
Stage 3: €100k to €300k/month

- Retention Multiplier Calculator
- Shows how retention changes CAC ceiling
- Calculates real first purchase margin
- Identifies payback period reality
- Minimum retention setup checklist

Want the complete framework?

1. Connect with me
2. Comment "SCALE" below

I'll send it straight to your DMs.

PS - The biggest mistake? Scaling spend without scaling systems. Every stage requires different rules.

Do NOT join The Boardroom if you want to scale your eCommerce brand in 2026.

Seriously.

Stay away if:

❌ You don't want access to real operators who've scaled to 8-figures and exited
❌ You don't want to improve your unit economics
❌ You're not interested in predictable, scalable retention revenue
❌ You're happy guessing on CAC, margins, and EBITDA
❌ You're fine staying exactly where you are

Because The Boardroom is being built for eCommerce founders who are done guessing.

If you want:
→ Real unit economics (not Shopify profit lies)
→ Retention as a predictable profit engine
→ Performance marketing that scales without breaking cash
→ M&A-ready thinking (even if you're not selling yet)

Then you cannot afford to miss this.

The Boardroom launches February 15th.

Join the waitlist now:

Comment "ROOM" and I'll send the waitlist link.

P.S. - Repost for priority

Most eCommerce brands can't scale past 7 figures.

Not because they lack traffic or offers.

Because the entire business runs on the founder's memory.

Partners, investors, and operators avoid these brands like the plague.

Here's what they fear most:

Founder dependency.

When decisions live in WhatsApp chats and memory, the business is fragile.

When decisions live in systems and processes, it becomes scalable.

I just created the Exit Proof Operating System Starter Pack.

Five core systems that turn chaos into a transferable business:
→ Weekly Growth Meeting SOP - align your team on what actually matters
→ Paid Traffic Guardrails SOP - scale without losing control to platforms
→ Creative Velocity SOP - never stall from creative fatigue again
→ Retention Operating System SOP - turn buyers into predictable margin
→ Offer Testing SOP - stop guessing, start testing like a lab

This is not theory.

You can deploy version one in 14 days.

One client doubled revenue with half the stress because the team finally knew what to do.

If you're building a business that can run without you being in every decision, you need this.

Want the full starter pack?

1. Connect with me
2. Comment "EXIT"

I'll send it over.

16 months ago, we bought into an e-commerce brand doing €22M/month.

ROAS was 3.6.

Growth was capped.

Profitability was weak.

Today:
→ €30M/month revenue
→ 6.8 ROAS (verified via GetKlar)
→ 30% lower operational costs
→ Marketing spend reduced, not increased

We didn't touch campaigns first.

We rebuilt the entire system:
- Paid media became a profit machine.
- Advertorials on Meta, Pinterest, and Google drove trust and conversions.
- Code-friendly offers accelerated first purchases in new markets.

Operations got stripped down.

Procurement, logistics, overhead, and automation were optimized hard.

That 30% cost reduction made scaling actually sustainable.

- Retention became a revenue engine.
- 10-20 email A/B tests monthly.
- 5-10 WhatsApp tests.

Everything measured. Everything optimized.

Influencer and affiliate shifted to pure performance.

TikTok Shop became a real distribution channel.

This wasn't marketing optimization.

This was building enterprise value.

We only win if the brand wins.

That changes everything.

DM me if you want to talk about equity partnerships.

eCommerce Operators & Agencies:

I've recently made started private group specifically for eCom operators and agencies.

A private operator community specifically for eCommerce brands that want profit, leverage, and control.

A space designed to:

1. Build real retention systems that drive predictable revenue
2. Get clarity on performance marketing and unit economics
3. Connect with serious operators for real strategy discussions
4. Activate new revenue channels beyond Google and Meta

Whether you're scaling to 8 figures or already there, you're welcome to join.

Comment "ROOM" and I'll send you the waitlist invite.

(Make sure we're connected)

We just doubled a brand's repeat purchase rate without a single discount.

(And made their CAC problems disappear)

Most eCommerce brands blame expensive ads when scaling breaks.

But after fixing retention for 40+ DTC brands, I found the real problem:

Weak post-purchase systems making every ad dollar feel risky.

We documented the exact 4-flow framework that turns buyers into leverage:

Flow 1: Welcome & Confirmation

- Reduce buyer anxiety immediately
- Confirm they made the right decision
- Set clear expectations
- Build calm, not hype

Flow 2: Education & Success

- Prevent refunds through product success
- Show how to use correctly
- Highlight common mistakes
- Define what success looks like

Flow 3: Cross-sell or Upsell

- Increase margin without discounts
- Wait until value is delivered
- Offer complementary products only
- Time based on actual usage

Flow 4: Reorder Trigger

- Shorten time to second purchase
- Usage-based timing logic
- Reorder reminders that help
- Incentives only if needed

This is the same framework that's helped brands scale from $100K/month to $1M+/month.

The results?
→ 2x repeat purchase rate
→ 50% faster time to second purchase
→ 40% reduction in refunds
→ Confident ad scaling

All without discount dependency.

I'm giving away our complete framework for free.

Want the full system?

1. Connect with me
2. Comment "PROFIT"

PS - Repost this for priority access + post-purchase audit template

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