New contacts held almost flat week over week, while only 44 were qualified and 6 booked discovery from this week's new-contact flow.
GHL discovery-call bookings are 40% to weekly target, while ROF calls are 47% to target and May Multiplier closes are still 8 against target.
Engagement is current on active Airtable clients only: 22 are at risk, 103 are watch, and group-call participation is the main drag.
Comparison window: May 7-13, 2026. Each metric above links to its primary evidence source.
Launch the Family Office offer with X1 as the supporting platform, including clear product, onboarding path, delivery model, and fulfillment handoff.
Jon and Ryan have a system to go page by page through X1, give feedback to Mat in Asana, track changes, and verify they are working. Mat has been responsive and is implementing suggestions quickly.
Jon and Ryan complete the initial feedback pass on the most important X1 components.
Book 25 confirmed qualified discovery calls per business week.
10 GHL discovery-call bookings against a 25/week target, with 7 confirmed ROF calls against a 15/week target.
Increase lead flow from media and implement Dean's AI tool from Hormozi.
Relaunch media with 2-3 new agency options and more internal control over publishing quality and cadence.
99% confidence in starting the SEO YouTube strategy for leads. Interviewing 3 other agencies for long-form and short-form support.
Talk to Dragonfruit Media, make agency decisions, and move forward with videographer hiring.
Make AI a normal operating layer for the whole team: company brain, Codex access, agent-supported workflows, and more stable autonomous systems each month.
Strong company brain is in place across Airtable, GitHub, GHL, and Fathom. The team is now connected to it through Codex to uplevel individual capability, with more systems and agents being built every week.
Continue building AI-first.
Stephen Dean to give the weekly update on VSL launch status, tracking, source attribution, and conversion readout.
The Rock is defined, but launch date, funnel status, and conversion targets are not visible yet.
Add launch date, build status, traffic source, qualified leads, booked calls, and cost per booked call.
Launch the Wealth Breakthrough Experience paid funnel and enroll the first July group.
Completed two initial cohorts with excellent feedback and results. Plan is in place to sell through a monthly live webinar.
Map out launch dates and the promotion plan for the monthly live webinar sales path.
| Product | Revenue | Payments | Share |
|---|---|---|---|
| Multiplier initial payments | $47.0k | 10 | 23% |
| Multiplier recurring subscriptions | $63.0k | 127 | 31% |
| Multiplier Ascension initial payments | $60.0k | 3 | 30% |
| Multiplier Ascension recurring subscriptions | $12.0k | 12 | 6% |
| Individual subscriptions | $5.0k | 8 | 2% |
| Ascension / Founding Membership | $5.0k | 5 | 3% |
| Invoice / manual payment | $3.4k | 8 | 2% |
| Financial Fitness Package | $2.3k | 45 | 1% |
| WWRD License | $1.2k | 2 | 1% |
| New Link | $1.0k | 3 | <1% |
| Rockefellersbook.com Book Order | $628 | 3 | <1% |
| Newsletter to FFP/RLB | $135 | 3 | <1% |
| Tax Navigator Opt-In Page | $45 | 1 | <1% |
Source: GHL Payments. Revenue includes succeeded payments only; Multiplier and Ascension are split into upfront/down payments vs monthly continuity.
| Member | Primary source | Contributing path |
|---|---|---|
| Kyle Tom | Podcast / audiobook | Sales-call attribution points to the Audiobooks Podcast lane, with Money Unmasked and Rich Life Bundle activity before the discovery and ROF path. |
| Joe Napieralski | Email / nurture | Newsletter, Rich Life Bundle, Financial Fitness Package, call-funnel opt-in, application activity, then discovery and ROF. |
| Tony Marasco | Existing audience / WBE | WBE application and founding cohort activity show the clearest path before Ascension payment; GHL first attribution is manual/direct. |
| Oliver Kell | Paid Meta funnel | Sales-call attribution names Meta, CC2 Free Training, call-funnel opt-in, application steps, and ROF roadmap as the conversion path. |
| Devin Dorosh | Email / webinar nurture | Money Multiplier Masterclass January campaign, email touch, digital bundle purchase, WBE application, then discovery and ROF. |
| Daniel House | Organic site / quiz | Perfect Money Book Quiz and Financial Health Assessment activity came from Garrett's site before qualification, discovery, and ROF. |
| Jerry Rittenhouse | Existing relationship / direct | Longtime list record with prior paid-service context, Rich Life and webinar activity, WBE application, and direct call prep before payment. |
| David Cranston | Existing audience / WBE | Older list record with WBE founding cohort activity and direct call-prep path before Ascension payment. |
| Kelly Copeland | Organic site / quiz | GHL shows referral from garrettgunderson.com into the Multiplier questions path, plus Perfect Money Quiz and qualification tags. |
| Ariel Steele | Email / webinar nurture | Financial Health Assessment, free audiobook bookmark, Rich Life Bundle, and Money Multiplier Masterclass workbook/email activity preceded the paid start. |
| Justin Deal | Existing audience / direct | Financial Health Assessment and direct Multiplier-5 form path are the clearest attribution cues before the paid start. |
| Harleen Laroia | Podcast / audiobook path | Free audiobooks bookmark, Wealth Acceleration and webinar tags, then direct Multiplier-5 and booking activity before payment. |
| Ryan Paulk | Organic search / Rockefeller funnel | Legacy Builder course from rockefellersbook.com, organic Google booking attribution, WBE application, and call-funnel opt-in. |
Sources: GHL Payments, Airtable PaymentsOS, Airtable SalesCallsOS, and GHL Contact attribution. Multiplier close means a paid start, not monthly continuity billing. Source labels are best available attribution, not single-touch credit.
| Video / Content | Views |
|---|---|
| Build Generational Wealth: The Rockefeller Method Explained Long-form | 24.5k |
| Debt isn't the villain they say it is. Short | 4.9k |
| Some people hear "pay less income tax" and think society collapses. Short | 3.9k |
| 91% of people worth $5 million or more own a business. Short | 2.4k |
| Business owners feel this even if they don't know it: taxes are likely your biggest wealth leak. Short | 2.4k |
| Wall Street wants your money passive because that makes you easier to manage. Short | 1.9k |
| If scarcity built your financial plan, no amount of saving will feel like enough. Short | 1.7k |
| Retirement is the wrong finish line. Short | 1.6k |
| Here's the dangerous thing that happens when you make more money. Short | 1.5k |
| You can get lucky with money. But why rely on luck when you can be skilled? Short | 1.4k |
| At 22, your best investment is better questions. Short | 1.1k |
| Instead of asking which investment will win, start asking what game you're built to play. Short | 994 |
| Banks Love Your Home Equity. Here's the Trap. Short | 942 |
| Want to leave your kids a financial legacy without spoiling them? Watch this. Short | 798 |
| The easiest money is often the most expensive distraction. Short | 241 |
| YouTube Lead Sources | Destination | Leads | Qualified | Booked |
|---|---|---|---|---|
| Becoming Rich Is Simple... Billionaires Do This | Wealth OS training | 2 | 2 | 0 |
| YouTube home / channel description | Money Unmasked book | 2 | 0 | 0 |
| Build Generational Wealth: The Rockefeller Method Explained | Multiplier questions | 1 | 1 | 1 |
| How to Create Your Own Personal Tax Free Bank | Killing Sacred Cows opt-in | 1 | 0 | 0 |
| The Beginner's Guide to Cash Flow Assets | Multiplier questions | 1 | 0 | 0 |
| You Might Be Copying Rich People in all the Wrong Ways | Killing Sacred Cows opt-in | 1 | 0 | 0 |
| Post / path | Channel | Performance | Leads |
|---|---|---|---|
| Legacy without spoiling kids | Instagram Reel | 3.6k views, 3.0k reach | - |
| Broke millionaires | Facebook post | 5.3k reach | - |
| Money Unmasked social path | IG / FB CTA | GHL campaign: social-money-unmasked | 20 |
| Instagram organic channel | IG attribution | GHL channel mapping | 56 |
| Lead signal | Instagram organic is driving visible contact volume. Facebook organic is not cleanly split from other social paths yet. |
| Attribution gap | GHL can show channel and campaign-level social leads, but most organic IG/FB posts are not matched to a specific post URL yet. |
| Top query | "garrett gunderson" - 39 clicks. |
| Best non-brand query | "old money vs new money" - 6 clicks, 533 impressions. |
| Top page | Homepage - 55 clicks; Old Money vs New Money post - 16 clicks. |
Sources: GHL Contacts, Google Search Console, YouTube Analytics, YouTube public RSS, and Meta Graph snapshots for Instagram/Facebook. Funnel and channel source use the GHL contact source and attribution fields for May 14-20, 2026, compared with May 7-13, 2026. IG/FB organic is reliable at channel and CTA-path level; most organic posts are not yet matched to exact contact records.
Sources: GHL Calendars for calls booked with "discovery" in the title and confirmed ROF calls, plus GHL Payments for paid starts. Airtable SalesCallsOS may provide sales-call context, but it is not the source of truth for the discovery-booking count.
Highest active-client engagement scores in the May 20 snapshot.
Group calls: This is the clearest engagement drag. Only 13 active clients are strong here, while 148 sit in watch, so attendance and live participation are the biggest places to improve.
Mighty: The community signal is mixed. 9 clients are strong, 63 are watch, 51 are risk, and 38 active clients still have no Mighty data, which makes follow-up harder to target.
Coaching calls: The 1:1 rhythm is healthier than the group layer, with 81 strong, 49 watch, and 31 risk. Fathom coaching quality is strong at 88.4, so the issue looks more like participation consistency than coaching quality.
Sources: Airtable EngagementOS, Airtable ClientsOS, Airtable Mighty Engagement, Airtable NPS, and Airtable FathomOS. Refreshed May 20, 2026; active-client engagement only.
3 submissions received May 14-20.
Paid off a loan, met with a college loan consultant and tax advisor, is refinancing his house, and has his plan in place and in execution.
Keep him accountable.
Established new life insurance, got initial guidance on buying real estate, streamlined bank accounts, and used Andrew's coaching to fine-tune real estate decisions.
Wants a comprehensive finance checklist covering the areas to evaluate, start, or revisit because she is still learning the landscape and wants to make sure her family is set up well.
Considering new businesses to purchase, enjoying more time outside after creating the backyard of their dreams, and hiring their first personal assistant to free up more time.
Plans to reach out to discuss the potential benefits of purchasing a business.
3 live responses from the May 20 call.
Great topics on Cognitive Biases
Loved going over the bias's
It was high level and did not have practical implementation application
8 new records created May 14-20.
Eliminated all business credit card debt while keeping roughly $90,000 in cash reserves across business accounts.
Completed key foundational planning work, including trust setup and S-Corp election paperwork.
Mike and Sarah made significant progress on business exit preparation through the Multiplier network, including a nearly complete C-Corp conversion and M&A advisor connections.
Life insurance portfolio work is projected to create $9M+ in estate enhancement, reduce annual premiums by about $50,000, and free up $544,000 in IUL cash value for redeployment.
Stephen and Nikki implemented the Money Pool system, paid off their home mortgage, and eliminated personal credit card debt with their tax refund.
They are executing a broader wealth restructuring plan involving a business sale, estate planning, and insurance optimization through Logan's coaching and professional network.
Moved from reactive tax planning after an unexpected $42,000 tax bill into a proactive strategy process with her new CPA and Multiplier support.
Current plan includes a cost segregation strategy projected to save $60,000 to $80,000 in 2024 taxes, plus future strategies such as R&D credits and paying kids through the business.
Achieved the first profitable month in recent history after a nutrition seminar generated 11 clients.
Business checking account moved from a zero balance and first overdraft in 20 years at Christmas 2024 to $20,000 with all bills current.
Consolidated high-interest credit card debt into a home equity line of credit.
Created about $2,200 per month in cash flow savings by applying the debt optimization strategy developed through coaching.
Implemented AI-driven referral management that creates personalized thank-you letters to referring physicians and updates for every provider in a patient's care network.
The system improved cross-specialty communication and increased referrals from multiple points in the referral chain; Luke also built an AI continuity editor for his novel writing.
Completed comprehensive insurance education with Foundation Insurance partner Darren and described the shift in insurance strategy perspective as transformative.
Progressing through the estate-planning education pathway before trust restructuring.
This week: 3 NPS submissions, 8 new TestimonialsOS records, 3 group-call feedback responses.
Sources: Airtable NPS, Airtable GroupCallFeedbackOS, and Airtable TestimonialsOS, filtered to submissions or records created May 14-20, 2026.