Weekly Agenda
Whitelisting · Growth Network · Data Validation · Platform
July 28, 2026
8
Agenda Items
9
Approved Creators
3
In Negotiation
$19.7K
of $30K Allocated
Whitelisting Program
01
Whitelisting Program
Approved (Pricing Confirmed)
9 creators
| Creator | Audience | Why They're Valuable | Deliverables | Investment | Status |
|---|---|---|---|---|---|
| DTC Newsletter | 143K Instagram | One of the largest daily newsletters for eCommerce marketers and operators. | 1 organic social video, cross-channel distribution, 100,000 guaranteed impressions, whitelisting rights | $3,000 | Schedule content / Contract |
| Natalie Holloway (Dash.fi customer) | 21K Instagram | Co-founder of Bala, current Dash.fi customer, and consumer brand entrepreneur. | 1 organic video + whitelisting rights | $2,500 | Schedule content / Contract |
| Eli Weiss | 18,768 LinkedIn | VP of Advocacy at Yotpo and leading voice in DTC retention. | 1 organic LinkedIn post + whitelisting rights | $3,000 | Schedule content / Contract |
| Justin Taylor | 94,058 LinkedIn | Former marketing executive at Nike, X (Twitter), and WWE. | 1 organic LinkedIn post + whitelisting rights | $3,000 | Schedule content / Contract |
| Kalash Jain | 21,121 LinkedIn | Founder of Cosmoon Media, specializing in paid media and creative for eCommerce brands. | 2 organic LinkedIn posts + whitelisting rights | $700 | Schedule content / Contract |
| Curtis Howland | 19,369 LinkedIn | VP of Marketing at Misfit Marketing, managing over $3M/month in ad spend across DTC brands. | 1 organic LinkedIn post, 1 Substack article + whitelisting rights | $2,500 | Schedule content / Contract |
| Luke Kostka | 4,756 Instagram | B2B creative strategist who has driven over 4B impressions and produced 7,000+ ads for more than 100 brands. | 6 original videos (18 hook variations) + whitelisting rights | $5,000 | Schedule production / Contract |
| Chris Thurman | 4,668 LinkedIn | VP of Sales & Partnerships at Dash.fi. | 1 organic LinkedIn post + whitelisting rights | No cost | Schedule content |
| Nykelle Schlofman | 3,299 LinkedIn | Founder of Alt Growth, exit to Disney, investor and advisor. | 1 organic LinkedIn post + whitelisting rights | No cost | Schedule content |
Allocated to date: $19,700 of $30,000 budget
In Negotiation
3 creators
| Creator | Audience | Why They're Valuable | Deliverables | Status |
|---|---|---|---|---|
| Greg Meade (Dash.fi customer) | 42.7K Instagram | Founder of Crossnet (acquired), entrepreneur, and current Dash.fi customer. | Organic video + whitelisting rights | Negotiating pricing |
| Chase Dimond | 475,369 LinkedIn | One of the most recognized email marketing leaders in eCommerce. | Organic LinkedIn post + whitelisting rights | Negotiating pricing |
| Peter Quadrel | 39,370 LinkedIn | Founder of Odylic Media, specializing in profitable growth for premium and luxury DTC brands. | Organic LinkedIn post + whitelisting rights | Negotiating pricing |
Program Snapshot
$19.7K
Allocated of $30K budget
9
Approved creators
3
Creators in negotiation
15+
Organic content assets
18
Additional ad hook variations
180,652
LinkedIn followers (approved)
514,739
LinkedIn followers (negotiation)
206.7K
Instagram followers (combined)
100K
Guaranteed campaign impressions
Whitelisting rights secured across all approved creators
Outstanding Items
Approve the standard whitelisting agreement template
Several creators are currently submitting their own agreements
Is there a more efficient contracting and onboarding process as we scale?
Landing Page Test
02
Highbeam-Inspired Landing Page Test
Objective
Reduce drop-off and move qualified prospects into scheduling faster with a simpler, lower-friction landing page inspired by the Highbeam qualification flow
Proposed Hero Copy
Headline
Schedule your free Dash.fi audit.
Body
Dash.fi uncovers hidden savings across advertising, shipping, AI, and other business expenses, helping you keep more of what you earn.
Proof Point
97% of audits identify recoverable funds.
Supporting Statement
This could be the highest-ROI 30 minutes you spend all year.
CTA
Schedule Free Audit
Credibility Section (Below CTA)
Add a credibility section immediately below the CTA, followed by customer logos to reinforce trust before visitors continue through the qualification flow.
Metrics
$3.6B+
Advertising spend analyzed
$2.847B
Global carrier waste tracked
97%
Audits find recoverable spend
3–6%
Average recovery rate
18.4M+
Invoices audited
247K+
Claims filed
Social Proof
Trusted by brands spending $1M+/month
Display recognizable customer logos directly below the metrics, similar to the Highbeam example
Reference Screenshots
Highbeam / Dash.fi examples
dash.fi — stat grid layout
dash.fi/shipping — hero stat
quiz.dash.fi — credibility + logos
Live References
Growth & Outreach
03
Growth & Partnership Strategy
Outbound Performance — Email
846
Emails sent
16%
Open rate
1.3%
Click rate
Multiple subject lines, messaging, and outreach strategies tested
What's Working
The majority of our traction is coming from LinkedIn, Instagram, direct outreach, and personal introductions
Our most successful strategy has been leading with paid content opportunities, then converting creators and agencies into long-term Growth Network partners
Continue optimizing outbound across email, LinkedIn, Instagram, and partner referrals to increase qualified conversations and Growth Network membership
Growth Network Momentum
Four new affiliates joined yesterday alone
Many of our whitelisting creators are also joining the Growth Network, transforming one-time content partnerships into long-term referral relationships
We're already beginning to receive referrals from Growth Network affiliates, validating the model and creating an additional acquisition channel
Met with Bricks Agency yesterday — they're excited to join the Growth Network and begin referring clients
Affiliate momentum continues through LinkedIn, Instagram, direct outreach, and personal introductions
The application form issue has been resolved, and several additional affiliates are expected to join over the next few days
Data & Validation
04
Shipping Audit Validation
$848,000
Confirm the $848,000 shipping audit recovery is accurate and approved for external marketing
Is this a verified customer result?
Can we publicly use this number?
Is supporting documentation available?
05
Recovery Data Review
The current recovery report appears inconsistent with our marketing claims and may be missing data
Meta recovery is showing $0 since October of last year. Is that accurate?
Google recovery is showing approximately $360,000 over that same period, which seems significantly lower than the savings reflected in our quiz and marketing claims
Natalie Holloway's June recovery results don't appear to be included
Validate that we're working from the most complete and up-to-date dataset before using these numbers externally
Platform & Operations
06
Platform & Systems Review
Platform Walkthrough
Review the current platform and recent updates
Identify any gaps impacting onboarding, referrals, reporting, or scalability
HubSpot Walkthrough
Review the current HubSpot workflows, automations, and attribution
Automate the onboarding experience once a Growth Network partner is approved
Partners are currently provided with a sample introduction and instructed to send referrals to vip@dash.fi
We need visibility into the vip@dash.fi inbox and the referral activity coming through it
If the current process can't be shared or managed by our team, determine whether we should build a new onboarding flow and dedicated inbox that we own
Ensure the onboarding sequence includes the welcome email, Discord invitation, referral instructions, and ongoing partner communication
Link Structure
Review whether our current platform can support the link structure needed for creator whitelisting campaigns
Confirm whether we can create multiple unique links for a single creator that route to different funnels (e.g., Quiz, Demo, Homepage, Shipping, Growth Network, etc.) while maintaining accurate attribution
We have access to another platform if needed. Evaluate whether our current process is scalable or if another platform would allow us to move faster while reducing operational overhead
07
Scheduling Flow
Create a dedicated scheduling page
Direct scheduling link
Short qualification form
Automatic routing to the appropriate team member
Wrap-Up
08
Next Priorities
Launch the first wave of creator content
Finalize creator contracts and onboarding
Continue expanding the whitelisting pipeline
Continue growing the Growth Network through creators and agency partners
Improve attribution and scheduling workflows
Validate marketing data and customer proof points before broader promotion