90-Day Smart Growth
Strategy Plans

Prepared for Perry Walton · March 2026 · Confidential

Australian Property Market NSW & QLD Focus Mortgage & Investment Strategy Agile Go-To-Market Dual Brand Launch
Plan 1 of 2

Illuminate Home Loans — 90-Day Smart Market Uplift

A structured three-phase programme to optimise the existing Illuminate website for organic visibility, lead quality, and conversion — culminating in a fully mapped smart funnel architecture ready for redevelopment. Three powerful points of difference are woven throughout every phase to build lasting authority and community with hardworking Aussie homeowners.

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Competitive Intelligence — What the Research Reveals

Deep research across Infinity Group Australia (Graeme Holm) and Henderson Advocacy (Jack Henderson) reveals clear strategic gaps that Illuminate can exploit immediately. Infinity dominates on brand scale and funnel sophistication — but sells a team, not a person. Henderson leads on content and confidence — but is a buyer's agent, not a broker. Perry's "Bank Insider" positioning sits in a unique space neither competitor owns. The 90-day plan below is built to claim it. Full competitive breakdown available on the Competitor Intelligence tab.

Three Points of Difference — Integrated Across All 90 Days
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Video Case Studies — Real Results, Real Aussies

Four new video case studies every month — real clients sharing real outcomes from working with Perry. Embedded into dedicated website pages and deployed across social as high-converting funnel and trust-building assets.

How This Integrates in the 90-Day Plan
  • Month 1: Identify and brief 4 existing clients (Ben & Tahlia, Sarah & Mark, Lisa + 1 new) — shoot or remote record short 3–5 min testimonial/outcome interviews
  • Each video gets a dedicated SEO-optimised landing page: "How [Name] paid off their mortgage in [X] years using property investment in [City]" — targets long-tail local search
  • Videos embedded on website pages and cross-posted natively to Facebook, Instagram Reels, YouTube, and TikTok from the unified publishing platform
  • Each video page includes CTA: watch the free masterclass, or book a strategy call — tracked via GHL pipeline source tags
  • Treated as evergreen funnel assets: repurposed quarterly with fresh thumbnails and updated captions
Target: 4 Videos/Month · 12 Videos by Day 90
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Lifestyle Marketplace — Preferred Providers for Homeowners

A curated directory of trusted, vetted suppliers and service providers for Illuminate clients and website visitors — delivering tangible, ongoing value beyond the mortgage transaction and keeping Perry front-of-mind between settlements.

Marketplace Categories & Launch Approach
  • Phase 1 (Days 1–30): Architect the Marketplace section within the website — simple directory layout, provider profiles, "why we recommend this partner" copy
  • Launch categories: Whole-home water filtration systems, Blinds & awnings suppliers, Selected white goods (energy-efficient, investment-grade), Strategic & professional services (accountants, buyer's agents, legal, financial planning)
  • Phase 2 (Days 31–60): Onboard 8–10 initial preferred providers with written profiles + optional short intro videos — all vetted and aligned to the ICP's lifestyle
  • Provider co-marketing: suppliers promote to their databases (Illuminate referral in exchange for preferred placement) — mutual lead flow
  • GHL integration: existing and new clients receive "Your Lifestyle Marketplace" email with curated picks post-settlement — deepens the client relationship
  • Phase 3: Introduce provider spotlight content — short blog posts and social features — creating an additional SEO and social content stream
Launched: Day 30 (Soft) · Full Launch: Day 60
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Podcast & Vlogs — Perry as the Authoritative Host

Perry takes the role of facilitator — bringing expert guests into honest, accessible conversations about property, wealth, and financial freedom. Varied tone of voice, organic following, and a clear pathway to a future e-learning product.

Format, Cadence & Future Pathway
  • Phase 1 (Days 1–30): Name, brand, and set up the podcast/vlog series — dedicated page on website, podcast hosting platform, RSS feeds submitted to Spotify, Apple Podcasts, YouTube
  • Pilot format: 20–35 min conversations with guests — buyer's agents, accountants, property strategists, financial planners — Perry as the curious, grounded host asking what his clients want to know
  • Phase 2 launch: 2 episodes per month minimum — each episode becomes a blog post (show notes + key takeaways), a YouTube video, multiple social clips, and an email newsletter feature
  • Tone of voice strategy: Perry-hosted episodes balance the authority of the webinar with accessible, real-world conversation — broadening the audience beyond those already "in research mode"
  • Guest selection doubles as a referral and networking strategy — every expert guest promotes their episode to their own audience
  • Future E-Learning Pathway: By Month 4–6, package the most in-demand podcast themes (mortgage structure, equity strategy, choosing an investment property) into a short paid or free e-course — hosted on the website, gated via email capture. Positions Perry as the Authority and creates a recurring lead nurture asset.
Pilot Launch: Day 30 · 2 Episodes/Month · E-Learning: Month 4–6
Phase 1

Diagnose & Quick Wins

Days 1–30
Phase 2

Traffic & Trust Building

Days 31–60
Phase 3

Conversion & Funnel Prep

Days 61–90
1

Diagnose & Quick Wins

Days 1–30 · Foundation, Audit & Immediate Optimisations
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Phase 1 Goal: Establish a data-driven baseline, deploy quick wins that generate measurable uplift within 30 days, and lay the groundwork for the Video Case Study programme, Lifestyle Marketplace architecture, and Podcast/Vlog series — all before the full site redevelopment begins.

Week 1 — Full Digital Audit
  • Install / verify GA4 with enhanced measurement — conversion events for booking, webinar registration, form submit HIGH
  • Set up Google Search Console, submit XML sitemap, fix crawl errors
  • Run full on-page SEO audit: title tags, meta descriptions, H-tag hierarchy, canonical URLs
  • Technical audit: Core Web Vitals, mobile responsiveness, page speed — target <3s on all key pages
  • Install Microsoft Clarity heatmaps and session recording: Home, Webinar, Booking pages
  • Audit existing GoHighLevel pipeline — tag gaps, workflow breakdowns, missed follow-ups
Week 2 — Keyword & Competitor Research
  • Deep-map 5 direct competitors — with primary focus on Infinity Group (Graeme Holm) and Henderson Advocacy (Jack Henderson) plus 3 local QLD/NSW mortgage brokers HIGH
  • Analyse Infinity's "Money Mentor" webinar funnel architecture — reverse-engineer the lead flow, identify what keywords drive their top-of-funnel traffic, and assess their SOAP sequence via sign-up
  • Analyse Henderson's "Know" hub content strategy — map all topics, formats, and keyword targets to identify gaps Perry can own in the mortgage/finance space Henderson doesn't occupy
  • Build master keyword list: "investment property broker Brisbane/Sydney", "pay off mortgage faster", "refinance home loan QLD", "mortgage strategy Australia", "bank insider mortgage tips" — segment by funnel stage
  • Map keyword clusters to existing pages — identify content gaps for new pages, using competitor gaps as priority signals
  • Brief Video Case Study programme: identify 4 existing clients, draft interview questions aligned to ICP pain points
Week 3 — Quick Wins & Competitive Repositioning
  • Rewrite homepage hero: replace "home loans without the confusion" with "The Bank Insider" hook — Perry's 20 years inside banking as the primary trust signal. Webinar registration becomes the above-fold hero CTA, directly matching Infinity's homepage architecture HIGH
  • Add Perry's 100% application approval rate as the hero statistic — equivalent to Henderson's "83% off-market" dominant proof point — make it unmissable above the fold
  • Rewrite all title tags and meta descriptions for primary pages using target keywords + emotional hooks tuned to "Bank Insider" positioning
  • Add LocalBusiness, FAQPage, and Review schema markup; compress images; hit <3s load
  • Launch "Mortgage Health Check" PDF lead magnet — direct competitive response to Henderson's "Free Scaling Roadmap" eBook model — email capture connected to GHL
  • Architect Lifestyle Marketplace page within CMS — category structure, provider card template (no competitor has this — unique moat from Day 1)
Week 4 — Tracking, Podcast Setup & Roadmap
  • Build GA4 dashboard: traffic sources, webinar sign-ups, strategy call bookings, source attribution MED
  • Set up UTM framework for all channels — social, email, paid, podcast episodes
  • Name, brand, and register the Podcast/Vlog series — set up hosting platform (Buzzsprout / Anchor / Podbean), submit RSS to Spotify and Apple Podcasts
  • Record and publish Video Case Study #1 — dedicated SEO page live, cross-posted to all social channels
  • Document content gap map: 15–20 blog/article topics mapped to keyword clusters
  • Deliver Phase 1 findings report — wins, gaps, Phase 2 priorities
2

Traffic & Trust Building

Days 31–60 · Content, Authority, Marketplace Launch & Podcast Go-Live
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Phase 2 Goal: Build consistent organic traffic through high-intent content, launch the Lifestyle Marketplace with 8–10 vetted providers, publish the first 2 podcast/vlog episodes, and continue the monthly Video Case Study cadence of 4 per month — turning every real client win into a digital marketing asset.

Week 5 — Content Engine & Video Cases 2–3
  • Publish Pillar Post 1: "What Your Bank Doesn't Want You to Know About Your Mortgage (Told by a Former Bank Insider)" — 2,500+ words, directly owning content territory neither Infinity nor Henderson occupies HIGH
  • Publish Pillar Post 2: "How to Pay Off Your Mortgage in 7–10 Years Using Property Investment — The Strategy Australian Banks Won't Tell You" — direct SEO competition with Infinity's primary positioning keyword cluster
  • Build dedicated "Success Stories" video case study hub page — matching Henderson's "Video Testimonials" and "Client Wins" separate pages structure
  • Video Case Study #2 live — dedicated SEO page, cross-posted to all channels
  • Video Case Study #3 live — repurpose as Instagram Reel, YouTube Short, Facebook native video
  • Set up blog resource hub: category structure for Mortgage Strategy, Property Investment, Client Stories, Provider Spotlight, Bank Insider Tips (new category — competitor gap)
Week 6 — Marketplace Full Launch & Local SEO
  • Lifestyle Marketplace full launch: 8–10 vetted provider profiles live with photos, descriptions, and referral links HIGH
  • GHL post-settlement email sequence updated: new "Your Lifestyle Marketplace" email sent to all recent clients
  • Co-marketing activation: each marketplace provider sends email/social post promoting their profile to their own audience
  • Fully optimise Google Business Profile: photos, services, posts, booking link, Q&A
  • Build 10–15 local citations: TrueLocal, Hotfrog, Yellow Pages AU, Mortgage Broker directories
  • Request Google reviews from settled clients using GHL automated sequence
Week 7 — Podcast Launch & SOAP Audit
  • Podcast/Vlog Episode 1 published: Perry interviews a buyer's agent or property strategist — "How Smart Aussies Are Using Equity to Build Wealth Right Now" HIGH
  • Episode repurposed: show notes blog post, YouTube upload, 3× social clips, email newsletter feature
  • A/B test SOAP Sequence email Subject lines 1–3 using GHL split testing
  • Create re-engagement sequence for cold leads (60+ days no activity)
  • Video Case Study #4 published — Month 1 cadence target hit
  • Provider Spotlight blog post #1: feature one Lifestyle Marketplace partner — contributes to SEO and social content
Week 8 — Awards, Buyer's Agent Partnerships & Podcast Ep 2
  • Submit Perry for industry awards: Rate My Agent Broker of the Year, MFAA Excellence Awards, Connective Elite Broker — Infinity's 12+ award wall is their primary credibility mechanism; Perry needs to begin building this HIGH
  • Podcast/Vlog Episode 2: Perry interviews an accountant specialising in property investors — "Tax Strategies Australian Property Investors Actually Use in 2026"
  • Formalise 3 buyer's agent referral partnerships in QLD and NSW — approach Henderson-style advocacy firms whose clients all need a mortgage broker. Track referrals via GHL source tags; offer co-branded content
  • Invite first buyer's agent partner as podcast guest — "How to Find and Fund an Investment Property in SEQ in 2026" — drives their audience into Perry's funnel
  • Identify 20 guest post opportunities: personal finance blogs, property investor forums
  • Mid-point reporting: organic traffic movement, GHL pipeline conversion rates, case study engagement, podcast downloads, competitor ranking comparison
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Compliance Note: All content referencing mortgage strategies, interest savings, and investment returns must carry appropriate ASIC disclaimers. Ensure Credit Guide is referenced in all lead-capture flows. Liaise with your compliance team before publishing numerical financial claims in blog content or podcast show notes.

3

Conversion Optimisation & Smart Funnel Architecture

Days 61–90 · CRO, Paid Testing, E-Learning Scoping & Redevelopment Brief
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Phase 3 Goal: Maximise conversion from existing traffic, prove the value of all three differentiators through data, begin scoping the future e-learning course, and deliver a complete Smart Funnel Architecture brief — so the website redevelopment begins with a proven, data-backed blueprint rather than guesswork.

Week 9 — CRO & Case Study Performance
  • Analyse heatmap and session data from Clarity — rage clicks, scroll depth, exit points on key pages HIGH
  • A/B test Webinar Registration page: pain-led headline (A) vs outcome-led headline (B)
  • Test Strategy Call booking page: add Perry's photo, 30-sec video intro, guarantee statement
  • Identify top 2 performing Video Case Study pages — review which case study format (outcome-led vs journey-led) generates more bookings
  • Publish Video Case Studies #5–8 (Month 2 cadence) — continuing 4/month rhythm
Week 10 — Paid Testing & Podcast Episodes 3–4
  • Launch $20–30/day Meta retargeting campaign — website visitors and webinar registrants, NSW & QLD, age 35–54 HIGH
  • Test 3 ad creatives: Video Case Study clip, "Are you paying the banks $574,000 in interest?" hook, and Podcast clip teaser
  • Launch Google Search campaign: 5 high-intent keywords — dedicated landing page, not homepage
  • Podcast Episode 3: Perry interviews a financial planner — scope to include as future e-learning module
  • Podcast Episode 4: "How We Helped [Client] Pay Off Their Mortgage in 8 Years" — Perry in conversation with a real client (with consent)
Week 11 — Funnel Architecture & E-Learning Scoping
  • Document full Smart Funnel map: Traffic Sources → TOFU Pages → Lead Magnets → SOAP → Discovery Call → Qualification → Salestrekker HIGH
  • Define 5 core funnel pages for redevelopment: Home, Webinar Registration, Strategy Call Booking, About Perry, Resources Hub (includes case study library, podcast, marketplace)
  • Map all GHL automations to funnel stages — identify gaps and redundancies
  • E-Learning Course Scoping Document: identify top 3 podcast themes generating most engagement → define as potential course modules; select platform (Kajabi / Teachable / Thinkific); map to existing content assets
  • Create wireframes and content briefs for all 5 core funnel pages
Week 12 — Handover, Report & Scale Brief
  • Compile full 90-day performance report: organic traffic, leads, bookings, email metrics, case study engagement, podcast downloads, marketplace click-throughs HIGH
  • Deliver Smart Funnel Architecture Document: wireframes, content briefs, GHL integration map, tracking requirements, e-learning pathway brief
  • Identify top-performing content for new site (preserve URLs where possible for SEO equity)
  • Define technical requirements for website redevelopment: CMS, speed, GHL integration, video embeds, podcast player, marketplace directory, booking widget
  • Brief web developer — commence redevelopment in parallel with ongoing Phase 2+ content execution

Smart Funnel Architecture — Core Components

Funnel StagePage / AssetPrimary GoalGHL Integration
TOFU — AwarenessBlog Posts ("Bank Insider" series), Video Case Studies, Podcast Episodes, Social Clips, TikTok tipsOrganic discovery via competitor keyword gaps, email capture, trust-buildingLead magnet → GHL contact created + tagged by source (blog/social/podcast/TikTok)
MOFU — ConsiderationEvergreen Webinar (homepage hero CTA, matching Infinity's primary funnel step) + Lifestyle MarketplaceWebinar sign-up, explore preferred providers, build relationship with PerrySOAP email sequence triggered; marketplace viewed = engagement tag
MOFU — Nurture5-email SOAP Sequence + Podcast follow-up emails + "Bank Insider" tips seriesBuild trust, overcome bank-loyalty objections, nurture with Perry's insider knowledgeAutomated GHL workflow — podcast episodes and Bank Insider tips as value-add emails
BOFU — ConversionStrategy Call Booking PageBook paid Discovery Call ($1,495)Calendar booking → GHL opportunity; e-sign consent flow
Post-ConversionOnboarding, Client Journey + Lifestyle Marketplace AccessDeliver value, generate referrals, deepen relationship — compete with Infinity's "financial trainer" modelSalestrekker handoff + marketplace welcome email + referral sequence
Future — E-LearningShort Course (Kajabi/Teachable)Authority positioning, passive lead nurture — filling the e-learning gap all three competitors currently leave openCourse sign-up → GHL tag → targeted follow-up sequence

Recommended Tool Stack — Illuminate Uplift

GA4
Google Analytics 4

Conversion tracking, traffic attribution, behaviour analytics — free

GSC
Google Search Console

Keyword ranking, crawl errors, indexation, Core Web Vitals

MC
Microsoft Clarity

Free heatmaps and session recordings — no sampling, no limits

GHL
GoHighLevel

CRM, email, SMS, pipeline, automations, booking, e-sign, post-settlement sequences

POD
Podcast Hosting Platform

Episode hosting, RSS distribution to Spotify, Apple Podcasts, YouTube auto-sync

ST
Salestrekker

Application lodgement and post-qualification pipeline handoff

Plan 2 of 2

MoDo — 90-Day Go-To-Market Launch Plan

A fully agile, sprint-based launch framework for MoDo — building the digital brand from the ground up, integrating all publishing and management platforms into a unified, fast-moving content engine. Three powerful differentiators give MoDo an immediate competitive edge in the crowded Australian property and mortgage market — from day one.

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What the Competition Teaches MoDo

Infinity uses a dual-brand model (Infinity Group + Money Mentor) to separate corporate credibility from content personality — MoDo is Perry's equivalent of "Money Mentor." Henderson leads with bold, aspirational language and a Knowledge Hub that makes them the go-to information resource in their space. MoDo must launch with that same content authority from Day 1, not build to it. Every element of the MoDo GTM below is informed by what these two competitors do well — and where they leave the door wide open. Full analysis on the Competitor Intelligence tab.

Three Points of Difference — Baked Into Every Sprint
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Video Case Studies — 4 Every Month, Built to Convert

A steady monthly pipeline of real Aussie success stories — each video becomes a standalone digital marketing asset with its own SEO-optimised landing page, social distribution, and lead-capture CTA embedded throughout.

MoDo-Specific Integration Plan
  • Sprint 1 (Days 1–14): Set up video production workflow — brief template, interview question bank, consent forms, filming/remote recording process, branded intro/outro, thumbnail templates
  • Sprint 2 (Days 15–28): Publish first 2 Video Case Studies — dedicated pages on MoDo website, structured with SEO title, story narrative, outcome metrics, and booking CTA
  • Each video is natively uploaded to Facebook, YouTube, Instagram Reels, and TikTok — not just linked — via the unified publishing platform for maximum organic reach
  • GHL integration: each case study page has an embedded booking widget — video views and page scroll depth tracked as lead-intent signals
  • Month 2 onward: maintain 4 video case studies per month — treated as the most powerful organic funnel asset in the MoDo content mix
  • Quarterly refresh: update older case studies with new footage, updated numbers, and fresh thumbnails to maintain SEO relevance
Sprint 2 Launch · 4 Videos/Month from Month 2 · 10+ by Day 90
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Lifestyle Marketplace — A Community Hub for Homeowners

MoDo's Lifestyle Marketplace positions the brand as more than a mortgage broker — it's a trusted ecosystem for Aussie homeowners at every stage of their property journey. Drives repeat visits, referral traffic, and co-marketing from every partner.

Sprint-by-Sprint Build Plan
  • Sprint 1: Marketplace architecture defined in CMS — category pages, provider card design, referral link tracking, enquiry form connected to GHL
  • Sprint 2–3: Recruit and onboard 8–10 founding preferred providers across: Whole-home water filtration, Blinds & awnings, Energy-efficient white goods, Strategic professional services (accountants, buyer's agents, legal, financial planning)
  • Each provider gets a branded profile page — photo, service description, why MoDo recommends them, and a tracked referral link
  • Co-marketing from Day 1: every provider is contractually required to mention their MoDo preferred status to their own clients and audiences — instant referral traffic
  • Sprint 4–5: Provider Spotlight content series — one featured provider per week in social posts, email newsletter, and a short blog post — generates fresh content without additional production effort
  • Sprint 6: Review marketplace performance — add high-performing provider categories, remove underperformers, introduce tiered partnership options for premium placement
Architecture: Sprint 1 · Soft Launch: Sprint 3 · Full Launch: Sprint 4
🎙️

Podcast & Vlogs — Perry as the Authority Host + E-Learning Pathway

Perry leads expert conversations that build an organic following, establish authority through association, and naturally flow into a future e-learning product — creating a complete content ecosystem from awareness through to paid education.

Launch Roadmap & E-Learning Future State
  • Sprint 1 (Days 1–14): Name and brand the podcast — register on all platforms, set up cover art aligned to MoDo brand, prepare first 3 episode guest briefs
  • Sprint 2 (Days 15–28): Record and publish Pilot Episode — Perry in conversation with a buyer's agent covering the SEQ property market outlook for 2026; full repurposing workflow activated from Day 1
  • Cadence: 2 episodes per month — each episode triggers: a blog post (show notes + key insights), YouTube video, 3+ social clips, LinkedIn article, and email newsletter feature
  • Guest strategy doubles as a growth channel: each guest promotes their episode to their audience — every interview is a co-marketing activation
  • Podcast episodes categorised by theme (mortgage structure, equity strategy, investment property selection, tax) — these themes map directly to future e-learning modules
  • E-Learning Course (Month 4–6 target): Package the 3 most-consumed podcast themes into a structured short course — free (email-gated) or low-cost paid entry. Hosted on MoDo website. Builds email list, positions Perry as the definitive authority, and creates an always-on lead nurture asset that works 24/7.
Pilot: Sprint 2 · 2 Episodes/Month · E-Learning Scoping: Day 60 · Launch: Month 5–6
Phase 1

Build the Foundation

Days 1–30
Phase 2

Launch the Engine

Days 31–60
Phase 3

Amplify & Optimise

Days 61–90

Agile Working Framework — 2-Week Sprint Model

Sprint Cadence
2-week sprints with defined deliverables, backlog grooming every Monday morning
Daily Standup
15-min async update — what shipped, what's next, any blockers. Written or short video
Sprint Review
End of each sprint: review all KPIs against targets, adjust priorities for the next sprint
Task Management
Trello / Notion / ClickUp — all tasks visible, prioritised (P1/P2/P3), assigned, and time-tracked
Live Dashboard
Google Looker Studio — traffic, rankings, social growth, leads, video views, podcast downloads
Fast Edit Protocol
All content editable via CMS with no developer needed — RankMath handles on-page SEO inline
1

Build the Foundation

Days 1–30 · Website, Brand, SEO Infrastructure, Channels & Differentiator Setup

Phase 1 Goal: Get MoDo operational across all digital touchpoints — fast. Website live with SEO infrastructure, all social channels branded and connected to the unified publishing platform, analytics tracking from Day 1, and the groundwork laid for all three differentiators: video production workflow, marketplace architecture, and podcast registration.

Week 1 — Brand & Website Build
  • Finalise MoDo brand assets: logo variants, colour palette, typography, icon set, photography/video style guide — tone must be bolder and more confident than Illuminate's current palette, closer to Henderson's "stop making excuses" energy HIGH
  • Register domain + set up fast Australian hosting (WP Engine / Kinsta / Cloudways)
  • Build core website: Home, About, Services, Blog, Podcast/Vlog Hub ("Your Property Playbook" equivalent — MoDo's own named podcast hub), Lifestyle Marketplace, Client Stories (Video Case Studies), Contact — mobile-first
  • Site architecture informed by Henderson's "Know" hub model: every section designed to be a destination, not just a page. MoDo must be the knowledge authority in the mortgage + property space Henderson leaves open
  • Install RankMath Pro — configure SEO settings, XML sitemap, schema templates (VideoObject + Podcast schema from Day 1, something neither competitor has properly implemented), redirects, 404 monitoring
  • Connect SearchAtlas: set up AU market project, import keyword targets informed by Infinity and Henderson keyword gap analysis, configure rank tracking
  • Install GA4 with full conversion tracking BEFORE any content goes live
Week 2 — Social Channels & Publishing Platform
  • Create and fully brand all social channels: Facebook Business Page, Instagram, LinkedIn Company Page, YouTube Channel, TikTok, Google Business Profile HIGH
  • Consistent branding across ALL channels — profile photo, banner, bio, website link, contact details from MoDo brand kit
  • Set up unified publishing and social management platform — enabling direct posting across all channels from a single system with scheduling, approval workflows, UTM auto-tagging, and performance analytics
  • Connect all social accounts — test posting workflow end-to-end before launch
  • Set up social listening: MoDo brand name, Perry Walton, competitor names, key topic hashtags
  • Register and brand podcast series — submit RSS to Spotify, Apple Podcasts, Google Podcasts, Amazon Music
Week 3 — SEO Architecture & Content Framework
  • Use SearchAtlas to build full keyword cluster map: mortgage strategy, investment property, home loan refinance — all Australian market intent HIGH
  • Assign keyword clusters to URL structure — map site architecture before writing a single piece of content
  • Configure RankMath schema: Organisation, WebSite, BreadcrumbList, LocalBusiness, Service, VideoObject, Podcast
  • Set up Google Search Console and Bing Webmaster Tools — submit sitemap
  • Set up Microsoft Clarity heatmaps and session recording on all key pages
  • Build video case study production brief: interview question bank, consent form template, filming guide, branded thumbnail template
Week 4 — Content Pipeline & First Assets Live
  • Build 90-day content calendar: blog, podcast, video case studies, social, email — all mapped to keyword clusters and funnel stages MED
  • Define content repurposing workflow: Blog → Email → LinkedIn → 3× social posts → Video → Quote card
  • Publish first 2 Video Case Studies — dedicated SEO pages live, cross-posted to all social channels
  • Record Podcast Pilot Episode with first guest — publish by Day 28
  • Lifestyle Marketplace architecture live on website — category pages, provider card template, enquiry form → GHL
  • Produce first pillar blog post: "How to Pay Off Your Home Loan Faster Using an Investment Property in Queensland" — published and indexed

Social Channel Brand Checklist — Day 14 Targets

Facebook Business Page
Instagram Business Profile
LinkedIn Company Page
YouTube Channel
TikTok Profile
Google Business Profile
Podcast on Spotify
Unified Platform Connected
UTM Tracking Live
First Post Published
2

Launch the Content Engine

Days 31–60 · Full Publishing Cadence, Marketplace Launch & Community Building
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Phase 2 Goal: Execute a consistent, high-quality publishing cadence across all channels. Launch the Lifestyle Marketplace with its first cohort of preferred providers. Hit the 4 video case studies per month cadence. Publish 2 podcast episodes per month. Use SearchAtlas data to guide every piece of content. Build an engaged community in the Australian property and finance space.

Weeks 5–6 — Full Content Cadence & Competitor Gap Targeting
  • Blog: 2–3 posts per week — all keyword-targeted via SearchAtlas content briefs, all scored via RankMath. Priority topics: gaps left by Infinity (thin news section) and Henderson (no mortgage content) — Perry owns both angles from Day 1 HIGH
  • Publish MoDo's hero competitive content piece: "What Banks Don't Tell You About Your Home Loan — Straight From a Former Bank Insider" — designed to outrank Infinity's "mortgage-free" content and fill Henderson's mortgage knowledge gap simultaneously
  • Social: 5+ posts per week across all channels via unified platform — Education (40%), Social Proof/Case Studies (25%), Behind-the-Scenes (20%), Direct CTA (15%)
  • Video Case Studies #3 and #4 published — Month 1 total: 4 videos live. Format informed by Henderson's "Client Wins" page model — outcome numbers front and centre
  • Podcast Episodes 2 and 3 published — Infinity's Money Mentor Podcast is the benchmark in terms of distribution. MoDo must be on every platform Infinity is on from episode 1
  • All content passes through approval workflow in unified platform before publishing
Weeks 7–8 — Marketplace Launch & Community
  • Lifestyle Marketplace full launch: 8–10 vetted provider profiles live — photos, descriptions, referral links, enquiry forms HIGH
  • Co-marketing activation: each provider sends email/social promotion to their own audience on launch day
  • GHL integration: new and existing clients receive "Your MoDo Lifestyle Marketplace" email post-settlement
  • Provider Spotlight content series begins: 1 featured provider per week as social post + blog
  • Active community engagement: respond to every comment within 24 hours, contribute to 3–5 AU property Facebook Groups and LinkedIn communities as a trusted resource
  • Reach out to 10 micro-influencers and 3 potential podcast guests for Month 2 episodes

Content Repurposing Workflow — One Piece, Many Channels

Source AssetRepurposed IntoPlatformTurnaround
Pillar Blog PostEmail newsletter excerpt + CTAEmail platformSame week
LinkedIn long-form article (adapted)LinkedIn via unified platform3 days after blog
3× short-form social posts (hooks from subheadings)Facebook, Instagram, TikTokSpread across the week
YouTube explainer video (8–12 min)YouTube + TikTok short clipWithin 7 days
Video Case StudyBefore/after carousel (outcome numbers)Instagram + LinkedInDay of publish
Native video clip (<90 sec highlight)Facebook, TikTok, Instagram Reels, YouTube ShortsSame week
Podcast EpisodeShow notes blog post + key insightsWebsiteDay of release
3× social quote cards from best linesAll channels via unified platformDay of release
Email newsletter feature with episode CTAEmail platformSame week
Marketplace Provider SpotlightSocial post, blog post, email mentionAll channelsWeekly rotation
3

Amplify & Optimise

Days 61–90 · Paid Amplification, E-Learning Scoping & Full Performance Review
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Phase 3 Goal: Use 60 days of real data to double down on what's working. Introduce targeted paid amplification — prioritising Video Case Study clips and Podcast episode teasers as ad creatives. Begin formal scoping of the e-learning course. Deliver a complete Day 90 performance report and a validated, data-backed scale plan for the next 90 days.

Weeks 9–10 — Data Review, Competitor Benchmarking & Doubling Down
  • Sprint 5 Review: identify top 3 performing content types, top 2 social channels by engagement — allocate 70% production effort to these HIGH
  • Run competitor ranking comparison in SearchAtlas: check where Infinity and Henderson are ranking for MoDo's target keywords — identify any Page 1 positions being held by competitors that MoDo content can displace with fresh, more specific content
  • Analyse which Video Case Study formats generate the most booking CTAs — replicate for Month 3 videos (#9–12). Use Henderson's "Client Wins" page structure as the visual benchmark
  • Review podcast episode performance: which topics generated the most shares and website traffic — inform e-learning module selection (note: neither Infinity nor Henderson has a visible e-learning product, giving MoDo a first-mover advantage)
  • Optimise highest-traffic blog posts: refresh CTAs, improve internal links, add FAQ schema, update data
  • Submit MoDo / Perry for first round of industry awards — Rate My Agent, MFAA, Connective. Infinity's award wall is built over years; begin now
Weeks 11–12 — Paid Launch & E-Learning Scope
  • Launch Meta ads: $25–50/day targeting NSW & QLD, age 35–54 — use best-performing Video Case Study clip as primary creative HIGH
  • Boost top 2–3 organic posts via unified platform — amplify already-proven content
  • Launch Google Search campaign for 5–10 core MoDo transactional keywords — dedicated landing page
  • E-Learning Course Scoping: identify 3 course modules from most-consumed podcast themes; select hosting platform (Kajabi/Teachable/Thinkific); map to existing podcast and video assets; define pricing model (free gated / paid entry)
  • Full Day 90 performance report: all channels, all KPIs, CPL per channel, ROI, content performance vs targets
  • Deliver Month 4–6 scale plan: content calendar, paid budget, partnership pipeline, e-learning launch timeline

90-Day Sprint Schedule — MoDo

Sprint 1 — Days 1–14
Website live. All social channels branded. Unified platform connected. Analytics tracking active. Podcast registered on all platforms.
Sprint 2 — Days 15–28
SEO architecture complete. First 2 Video Case Studies published. Podcast Pilot Episode live. Marketplace architecture on website. First pillar blog post indexed.
Sprint 3 — Days 29–42
Content engine at full velocity. 4 video case studies published (Month 1 complete). Podcast Episodes 2 & 3 live. Email nurture active. 8–10 marketplace providers onboarded.
Sprint 4 — Days 43–56
Marketplace full launch with co-marketing activation. Provider Spotlight content series running. Community engagement programme active. Guest podcast pipeline secured.
Sprint 5 — Days 57–70
Performance data review: double down on top performers. Paid amplification begins using Video Case Study clips. E-learning scoping document in progress.
Sprint 6 — Days 71–90
Full paid campaign running. 10+ Video Case Studies live. 6+ podcast episodes. 1,000+ social followers target. Day 90 report & Month 4–6 scale plan delivered.

MoDo Integrated Technology Stack

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Architecture Principle: Every platform connects to every other. Content published once reaches all channels. Every lead is captured, tagged, and tracked from first touch to conversion. Video case studies, podcast episodes, and marketplace interactions all feed back into GHL as trackable lead-intent signals. No silos — full visibility, always.

CategoryPlatformRole in MoDo StackIntegration
Website CMSWordPress (fast AU hosting)Website, blog, podcast hub, video case study library, marketplace directory, landing pagesRankMath + SearchAtlas + GA4 + GHL forms embedded
On-Page SEORankMath ProAll on-page optimisation, schema (incl. VideoObject + Podcast), sitemaps, redirectsNative WordPress — inline editing before every publish
SEO IntelligenceSearchAtlasKeyword research, content briefs, rank tracking, competitor intel, backlink analysisInforms editorial calendar; weekly rank report
AnalyticsGA4 + Google Search ConsoleTraffic, conversions, behaviour, organic search, video/podcast page performanceLooker Studio dashboard — all KPIs in one place
Social PublishingUnified Social Management PlatformSchedule and publish across ALL channels from one dashboard — approval workflow, UTM auto-tagging, analytics, team accessAll social accounts connected; analytics feed into Looker Studio
CRM & AutomationGoHighLevelLead capture, nurture sequences, pipeline, booking, e-sign, post-settlement marketplace email, podcast follow-up sequencesWebsite forms, social leads, video case study CTAs → GHL
Podcast HostingBuzzsprout / PodbeanEpisode hosting, RSS distribution, listener analytics, auto-publish to Spotify / Apple / YouTubeEmbed player on website; episode links tracked via UTM in email and social
Video HostingYouTube + native social uploadsVideo Case Study hosting, YouTube SEO, embed on website case study pagesNative uploads to YouTube, Facebook, Instagram, TikTok — not cross-linked redirects
E-Learning (Future)Kajabi / Teachable / ThinkificShort course hosting — free (email-gated) or paid entry; builds list and positions Perry as the AuthorityCourse sign-up → GHL tag → targeted follow-up sequence → strategy call CTA
HeatmapsMicrosoft ClaritySession recordings, heatmaps, scroll depth — all key pages incl. case study and marketplace pagesGA4 custom events for comparison
ReportingGoogle Looker StudioSingle live dashboard: all KPIs, all channels, video views, podcast downloads, marketplace clicks — updated automaticallyPulls from GA4, GSC, social APIs, GHL exports
Competitor Deep Research

Competitive Intelligence — Infinity vs Henderson vs Illuminate

Direct research across all three websites, conducted March 2026. This analysis identifies what Infinity Group (Graeme Holm) and Henderson Advocacy (Jack Henderson) do well, where they fall short, and the precise strategic gaps Perry can own in both the Illuminate uplift and MoDo launch.

Brand-by-Brand Breakdown

Infinity Group Australia

Graeme Holm · infinity.com.au · Southport QLD + 4 states
Multi-Award Winner National Scale Team Brand, Not Personal

Infinity operates as a full financial transformation business — mortgage broking, debt reduction strategy, wealth creation education, and live events. They have built a national brand with multiple award categories, a team of 10+ brokers, offices across QLD, NSW, and VIC, and a separate "Money Mentor" content brand for Graeme personally.

What They Do Well

  • Two-step webinar → live masterclass funnel with dedicated "Money Mentor" sub-brand driving cold traffic separately to the corporate Infinity brand
  • Strong podcast presence: "Money Mentor Podcast" distributed across Spotify, Apple Podcasts, and YouTube — consistent organic content engine
  • Active on TikTok (@therealmoneymentor), Instagram, YouTube, Facebook, and LinkedIn — full omni-channel social presence
  • Compelling 7–10 year mortgage-free promise front and centre — specific outcome, not vague service description
  • National awards wall (Rate My Agent National Broker of Year 2022, 2024; MPA Top Brokerage 2023, 2025; AB 5-Star 2025) — third-party credibility at scale
  • Team of 10+ named brokers — presents scale and redundancy, reassures clients they won't be left stranded
  • Positioning as "full-time personal trainer for your finances" — ongoing accountability relationship, not transactional loan writing

Where They Leave the Door Open

  • With 10+ brokers and national scale, the personal "Perry knows your name" relationship is impossible — it's a business, not a person
  • No Lifestyle Marketplace or broader homeowner value-add — purely financial transformation, nothing beyond the loan
  • Website is lead-funnel heavy with very little educational content — blog/news section is thin. SEO content gap Perry can own
  • Graeme's personal brand is the draw, but clients get handed to the team — potential disconnect between the "Graeme experience" promised and the broker delivered
  • E-learning/course product not visible on main site — content education play incomplete
Key Lesson for Perry: Match the webinar funnel sophistication — beat them on personal depth and "Bank Insider" credibility
H

Henderson Advocacy

Jack Henderson · henderson.com.au · National Buyer's Agent
Bold Content Strategy Knowledge Hub Adjacent — Not Direct Competitor

Henderson is a buyer's agent and property advocacy firm — not a mortgage broker. However they compete for exactly the same audience (Aussie property investors and aspiring homeowners aged 30–50) at a different stage of the journey. Henderson's clients all need a mortgage broker — creating a natural referral partnership opportunity. Their digital strategy is one of the most sophisticated in the Australian property space.

What They Do Well

  • "Free Scaling Roadmap: Scale to $50M in Property" lead magnet — bold aspirational entry point that makes their audience feel ambitious, not just cautious
  • Comprehensive Knowledge Hub ("Know" section): blogs, podcasts, TikTok content, and eBooks — true content authority positioning, not just a service listing
  • "Your Property Playbook" podcast — Jack as the authoritative host, matching Perry's potential positioning exactly
  • 83% of properties bought off-market — a single, specific, powerful proof point that dominates their positioning
  • Active national presence: Sydney, Newcastle, Melbourne, Brisbane, Perth, Adelaide — national brand with local depth
  • Private Wealth tier for high-net-worth clients — premium service segmentation to extract higher LTV from top-end clients
  • Bold, confident tone: "Stop making excuses, start making moves" — challenges the audience, doesn't coddle them
  • Simple conversion flow: Calendly discovery call booking, no friction, no gatekeeping

Strategic Opportunity for Perry

  • Henderson's clients all need mortgage brokers — formalise a referral partnership with Henderson-type buyer's agents nationally (starting QLD and NSW)
  • Henderson's Knowledge Hub model is the blueprint for Illuminate's resource section and MoDo's content strategy — replicate the depth, own the mortgage angle they leave empty
  • Henderson has no Lifestyle Marketplace, no webinar funnel, and no ongoing client relationship tools — Perry can offer more lifecycle value
  • Perry's "Bank Insider" story is the equivalent of Henderson's "83% off-market" — one specific, powerful claim that sticks. Must be surfaced more prominently on Illuminate
Key Lesson for Perry: Henderson's content boldness + Jack's podcast = the exact model for Perry's Podcast/Vlog series and MoDo Knowledge Hub
IL

Illuminate Home Loans — Current State

Perry Walton · illuminatehomeloans.com.au · QLD & NSW
Genuine Personal Service 20yr Bank Insider Positioning Undersold

Illuminate has all the raw ingredients — a compelling backstory (20 years inside banking as a lending specialist), genuine personal service, access to 45+ lenders, strong client testimonials, and calculators that competitors lack. The website positions Perry as helpful and approachable, but fails to capitalise on his unique "Bank Insider" credibility or translate it into a bold, outcome-based promise that competes with Infinity's "mortgage-free in 7–10 years."

Current Strengths to Build On

  • Perry's 20 years inside banking as a lending specialist is the single most powerful differentiator in this competitive set — no competitor has this story. Infinity is a financial coach, Henderson is a buyer's agent. Perry is "the banker who switched sides."
  • Genuine 1:1 personal service — every client talks to Perry, not a team of 10. Increasingly rare and valuable as competitors scale
  • Strong calculator suite (borrowing power, repayment, stamp duty, purchase cost, loan comparison) — more than either competitor offers
  • Real, named client testimonials with specific outcomes — authentic social proof that larger brands struggle to replicate
  • Access to 45+ lenders — competitive breadth clearly communicated

Current Gaps vs Competitors

  • No bold, specific outcome promise equivalent to Infinity's "mortgage-free in 7–10 years" — current headline "home loans without the confusion" is process-focused, not transformation-focused
  • No webinar or event funnel visible on homepage — Infinity's primary lead generation mechanism is completely absent from Illuminate's main page
  • No podcast, no video series, no content hub — both competitors have these. Illuminate is invisible in content discovery
  • No lead magnet or email capture beyond contact form — no database building strategy evident
  • No industry awards mentioned anywhere on the site — Infinity's award wall creates instant credibility at scale
  • Blog/Learn section exists but appears thin on SEO-targeted content — no keyword strategy evident in published content
  • No video case studies — client testimonials are text only, which both competitors are moving beyond
90-Day Priority: Reposition Perry as "The Bank Insider" and build the funnel + content engine to match Infinity's sophistication with boutique personal depth
Head-to-Head Feature & Capability Gap Map
CapabilityInfinity (Graeme Holm)Henderson (Jack Henderson)Illuminate (Perry — Current)Illuminate (Perry — Day 90 Target)
Bold Outcome Promise "Mortgage-free in 7–10 years" "Scale to $50M in Property" Process-focused only "The Bank Insider strategy to pay off your home in 7–10 years"
Webinar / Event Funnel Free webinar → live masterclass Not present Exists but not promoted on homepage Homepage hero CTA, dedicated page, SOAP sequence
Lead Magnet Webinar registration Free Scaling Roadmap (eBook) Contact form only "Mortgage Health Check" report + webinar
Podcast / Audio Content Money Mentor Podcast (Spotify, Apple, YouTube) Your Property Playbook None Perry's Podcast — launched Day 30
Video Case Studies Success Stories page (mixed format) Video Testimonials + Client Wins pages Text testimonials only 4 video case studies per month from Day 28
Content Knowledge Hub News section — thin "Know" hub: blogs, podcasts, TikTok, eBooks Blog/Learn section — limited SEO targeting Full resource hub: blog, podcast, case studies, marketplace, calculators
Social Media Presence Facebook, Instagram, TikTok, YouTube, LinkedIn, Spotify Facebook, Instagram, LinkedIn, TikTok Facebook pixel installed — no evidence of active social strategy All 6 channels active, unified publishing platform
Industry Awards 12+ national awards displayed prominently Not displayed Not displayed Submit for MFAA, Rate My Agent awards in Phase 2
Lifestyle Marketplace Not present Not present Not present Unique differentiator — full launch Day 60
E-Learning / Course Not visible on website Not present Not present Scoped by Day 60, launched Month 4–6
Referral Partner Network Implied via real estate team National buyer's agent partnerships Not visible Formalised accountant + buyer's agent network from Phase 2
Personal "Bank Insider" Story Financial coach positioning — no banking background claimed Buyer's agent only Mentioned on About page — not front and centre Homepage hero, all content, all ads. Perry's #1 differentiator
Lender Access (breadth) Not prominently stated N/A — buyer's agent 45+ lenders prominently stated Maintained and expanded messaging
Key Strategic Findings — What This Means for the 90-Day Plans
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Finding 1 — Perry's Unique Position Is Undersold

No competitor in this set has Perry's background. 20 years as a lending specialist inside Australian banks is a story neither Graeme Holm nor Jack Henderson can tell. It must become Perry's primary positioning hook — not a paragraph on the About page.

Recommended Positioning Line
  • "The Bank Insider" — Perry spent 20 years learning what banks don't want you to know about home loans. Now he uses that knowledge to help everyday Australians pay off their mortgage faster, build wealth through property, and win back their financial freedom.
  • This framing directly addresses the ICP's distrust of banks while validating Perry's expertise — a combination no competitor replicates
  • Apply this positioning across: homepage hero, webinar hook, podcast intro, all ads, and every piece of SOAP email content
  • Infinity's Graeme Holm is a "Money Mentor" — a financial educator. Perry is "The Bank Insider" — someone who defected from the system to help clients beat it. Fundamentally different emotional register
Action: Rewrite homepage hero in Week 3 of Phase 1
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Finding 2 — Henderson is a Referral Partner, Not Just a Competitor

Henderson Advocacy's clients all need a mortgage broker. They operate nationally and send buyers into auctions across Sydney, Brisbane, Melbourne, Perth, and Adelaide. A formalised referral partnership would give Perry a continuous stream of pre-qualified, property-ready leads.

Partnership Strategy
  • Approach Henderson-type buyer's agents across QLD (SEQ) and NSW (Sydney metro) in Phase 2 with a formalised referral structure — tracked via GHL source tags
  • Offer a co-branded "Property Purchase Finance Guide" as a lead magnet both parties distribute to their audiences
  • Invite buyer's agents as podcast guests — generates their audience exposure for Perry while cementing the relationship
  • Henderson's "83% off-market" proof point model shows the power of a single specific claim — Perry needs his equivalent. Suggested: "100% application approval rate" (already on Illuminate's site — needs to be the hero stat)
Action: Formalise 3 buyer's agent partnerships in Phase 2, Weeks 6–8
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Finding 3 — Infinity's Funnel Model is the Benchmark to Beat

Infinity's two-step webinar → live masterclass funnel is their primary revenue engine. Their homepage is built around a single CTA: register for the webinar. Perry has a webinar but it's not the homepage hero. This must change in Week 3 of Phase 1 to match Infinity's conversion architecture.

Funnel Parity + Superiority Actions
  • Homepage redesign: make the webinar registration the primary above-fold CTA — not the contact form
  • Infinity runs a webinar → masterclass two-step. Perry can match this: Webinar → Strategy Call ($1,495) — the paid Discovery Call is Perry's equivalent of the "Masterclass" conversion step
  • Infinity's TikTok (@therealmoneymentor) drives cold top-of-funnel to webinar. Perry needs this same cold traffic mechanism — short-form video content is the entry point competitor audiences first encounter
  • Infinity displays 12+ awards. Perry should immediately submit for: MFAA Excellence Awards, Rate My Agent Broker of the Year, Connective Elite Broker. Award submission is a Phase 2 task
  • Infinity's "personal financial trainer" positioning is about accountability. Perry's "Bank Insider" positioning is about insider knowledge. Perry wins on credibility; Infinity wins on accountability. Perry can combine both
Action: Homepage webinar CTA as hero — Week 3. Award submissions — Phase 2
10 Immediate Actions Informed by Competitor Research
#ActionInformed ByPhase
1Rewrite homepage hero: lead with "The Bank Insider" hook + webinar CTA — not process descriptionInfinity homepage hero + Henderson's bold tonePhase 1 — Week 3
2Add Illuminate's 100% application approval rate as the homepage hero stat — equivalent to Henderson's "83% off-market"Henderson's single dominant proof point modelPhase 1 — Week 3
3Build "Bank Insider" pillar content: "What Your Bank Doesn't Want You to Know About Your Mortgage" — 2,500+ wordsGap in competitor content — neither covers this anglePhase 2 — Week 5
4Set up TikTok account and begin short-form "Bank Insider tip" content — 30–60 sec, posted 3×/weekInfinity's @therealmoneymentor + Henderson's TikTok strategyPhase 1 — Week 4
5Create "Mortgage-Free in 7–10 Years" specific landing page — directly competing with Infinity's core promiseInfinity's primary outcome promisePhase 2 — Week 5
6Launch "Mortgage Health Check" lead magnet eBook — equivalent to Henderson's "Free Scaling Roadmap"Henderson's aspirational free lead magnet modelPhase 1 — Week 3
7Submit Perry for Rate My Agent Broker of the Year, MFAA Excellence Awards, and Connective Elite Broker AwardInfinity's 12+ national awards as primary trust signalPhase 2 — Week 6
8Approach 3 buyer's agents (QLD and NSW) for formalised referral partnerships with GHL source trackingHenderson's buyer's agent audience = Perry's ideal referral sourcePhase 2 — Week 7
9Invite buyer's agent as first podcast guest: "How to Find and Fund an Investment Property in SEQ in 2026"Henderson's "Your Property Playbook" podcast formatPhase 2 — Week 7
10Build a dedicated "Success Stories" video case study hub page — separate from text reviews, matching Henderson's video testimonial structureHenderson's Video Testimonials + Client Wins pagesPhase 2 — Week 5
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The Competitive Conclusion

Infinity wins on scale, awards, and funnel sophistication. Henderson wins on content boldness and knowledge authority. Neither wins on what Perry has exclusively — a 20-year career inside the banks they're all trying to beat. "The Bank Insider" is a category Perry can own entirely. The 90-day plans above are engineered to claim that position before either competitor realises it exists.