Product Vision 2026

SherpaIntelligent systems powered
by agentic AI and automation

We don't sell services. We solve problems and build systems.
Discovery to deployment to ongoing growth. Sherpa builds the infrastructure businesses need -- websites, marketing engines, custom applications, and everything in between.

Explore the vision
The Foundation

The Segovia Engine

Named for the Roman aqueduct at Segovia, Spain -- freestanding stone, no mortar, functional for 1,900 years. Every engagement starts here. We build the system before we build anything else.

"We're not for hire. We work together. We solve and build."
I
Clarify
Core positioning. Who you serve. What problem you solve. What genuinely differentiates you. Three words that describe how the brand feels.
II
Architect
Competitive recon and market intelligence. Style guide, color system, typography, logo generation. Full brand and strategy document delivered to the client.
III
Activate
Bespoke site on Astro, deployed to Cloudflare CDN. Performance-first architecture. Blog webhook auto-rebuild live. Integrations configured.
IV
Automate
Content engine, social distribution, email campaigns, review generation, ongoing optimization, and monthly reporting -- all on autopilot through Sherpa.
$1,500
Segovia Discovery -- billed before site build begins.
Competitive audit, brand strategy, full system blueprint.

Service Tiers

Base Camp. Ridge Line. Summit Push.

Three core packages that stack. Same pricing across all verticals. Clients start at Base Camp and climb. Add-ons available independently.

Base Camp

Website Development
Segovia Discovery$1,500
Site Build$1,000
Monthly Hosting + Support$75 /mo
Hosting cost: $0 (Cloudflare). Margin: ~100%
  • Bespoke site through full Segovia discovery process
  • Astro + Cloudflare CDN -- PageSpeed 95+, global edge
  • Technical foundations: schema, JSON-LD, sitemap, robots.txt, structured data
  • AI-generated brand guide, logo variants, favicon, style system
  • Blog with webhook auto-rebuild pipeline
  • Unlimited content edits -- revised within 3 business days
  • Mobile-first, accessibility-checked

Ridge Line

Agentic Marketing Package
Monthly Retainer$500 - $750 /mo
RequiresBase Camp
Backlink tool: ~$150/client. Resend: <$1/1K emails. Margin: ~70%+
  • Continuous content: regular blog posts auto-published via webhook
  • Citation building and online authority development
  • AI-generated posts to Facebook, Instagram, LinkedIn, Nextdoor
  • Monthly email newsletter (client domain, via Resend)
  • Google Business Profile optimization and ongoing management
  • Monthly performance report (traffic, rankings, email metrics)
  • Content auto-generated from client-uploaded job site photos
  • Full access to Sherpa Portal (web app + PWA)

Summit Push

Ad Management Package
Management Fee$500+ /mo
Ad SpendClient-funded (separate)
Margin: ~90%+ (labor + tooling only)
  • Google Ads: campaign setup, keyword targeting, bid optimization
  • Meta / Facebook Ads: audience building, creative, retargeting
  • Nextdoor: full presence management -- organic posting, neighborhood engagement, paid placement
  • Dedicated landing pages tuned per campaign
  • Conversion tracking, A/B testing, spend reporting
  • Coordinated with organic strategy and content for compounding returns
  • Seasonal and geo-targeted campaigns for local dominance
Add-Ons

Echo

Reputation Management
Monthly$150 - $200 /mo
StandaloneDoes not require Base Camp
  • Automated review generation -- prompts happy customers for Google reviews after service
  • Review monitoring across Google, Yelp, BBB, and industry platforms
  • Negative review alerts -- instant push notification when a bad review drops
  • AI-generated response drafts for quick turnaround
  • Monthly reputation scorecard with trend tracking

Sherpa Portal

Client Dashboard -- Web App + PWA
Included withRidge Line and above
  • Photo upload from job sites -- snap, submit, auto-publishes to all channels
  • Feed of all posts made on their behalf (social, blog, newsletter)
  • Performance rankings and traffic dashboard
  • Email campaign stats -- opens, clicks, bounces, deliverability
  • Google Business Profile insights
  • Request system ("update hours," "add a service") -- replaces email
  • PWA push notifications: configurable per client -- inactivity triggers, scheduled nudges (Mon/Wed/Fri), smart triggers (weather + calendar)

Technical Differentiators

The Stack

Every architectural choice optimizes for speed, margin, and competitive advantage. The skills and pipeline orchestration are the trade secret.

Astro + Cloudflare

Static-first framework for performance and content. Global CDN. Sub-second loads. PageSpeed 95+. Used by Google, Visa, Microsoft.

Hosting: $0/site

Webhook Auto-Rebuild

Blog content generates via AI, pushes through webhook, Astro redeploys on Cloudflare in seconds. No WordPress. No plugins. No caching. Instant publish.

Zero infrastructure cost

Resend Email Relay

Campaign email on client domain. DKIM authenticated. Tracking pixels, open/click/bounce metrics. Warm-up automation built in.

<$1 per 1,000 emails

Agentic Content Pipeline

Claude Opus for strategy/copy. Gemini for images and hallucination controls. Nano Banana for bespoke brand imagery. Pipeline enforces brand voice and quality targets.

Claude Max: ~$200/mo (all clients)

Segovia Discovery Skills

Custom Claude Code skills orchestrating discovery-to-deployment. Competitive audits, market recon, style guides, logo creation, site scaffolding -- one session, under two hours.

This is the trade secret. The IP.

Scrapling + Enrichment

Scrapes public web presences, classifies businesses, generates icebreaker lines for outreach. TLS fingerprinting. Gemini 3.1 summarization.

<$0.01 per enriched lead

Competitive Advantage

Their Way vs. Our Way

Most agencies are stuck in 2018 -- template sites, manual workflows, and opaque reporting. We've audited the competition. Here is what we found.

Typical AgencySherpa
DiscoverySkip it. Template the site. Start billing.Full Segovia Engine -- positioning, recon, brand strategy before a line of code.
PlatformWordPress templates from 2018. Squarespace. Webflow.Astro on Cloudflare CDN. Static-first, sub-second, $0 hosting, PageSpeed 95+.
Technical QualityBroken links, missing meta tags, no structured data, slow load times.Schema, JSON-LD, structured data, performance-first architecture, auto sitemaps.
Growth StrategyCharge $300-$1K/mo. Actual work: Google Ads. Client can't tell what's organic vs. paid.Transparent: organic growth (Ridge Line) and paid ads (Summit Push) are distinct tiers with distinct reporting.
Location PagesOne template duplicated per city. Same content. Google penalizes it.Unique content per page. Local landmarks, area-specific details, real research.
AutomationManual everything. Maybe one blog post a quarter. No social strategy.Client snaps a photo, AI auto-publishes to blog + 4 social channels. Systems run on autopilot.
Custom BuildsOut of scope. "We just do websites."Calculators, dashboards, portals, data tools -- if you can describe it, we can build it.
Speed4-8 weeks for a basic site. Sometimes months.Discovery to deployed site in under 2 hours. Production-ready in a day.
MarginsHigh labor. WordPress hosting. Plugin licenses. Thin.$0 hosting. Sub-penny email. ~100% hosting, 70%+ marketing, 90%+ ads.

Vertical Pipelines

Three Markets. One System.

Same pricing. Same tiers. Different pipeline templates, content strategies, and industry intelligence. Each vertical gets its own Segovia discovery flow.

Home Services

RoofersHVACPlumbingGeneral ContractorsRemodelers

Project-photo-heavy. Seasonal campaigns (pool season, winter HVAC, storm damage). Before/after galleries. CTA: "Get a Free Quote."

Pipeline Focus

  • Job site photo-to-social automation
  • Seasonal Google Ads campaigns
  • Geo-targeted landing pages per service area
  • Review generation after completed jobs
  • "Stay on budget" and reliability messaging

Healthcare

DentistsOrthodontistsMed SpasDermatologyChiropracticPhysical Therapy

Authority-first. Provider bios and credentials. Patient education blog. HIPAA-conscious imagery. CTA: "Book an Appointment."

Pipeline Focus

  • Provider credential and specialization pages
  • Patient education content series
  • Online booking integration
  • Review generation with patient-friendly messaging
  • Insurance and payment transparency pages

Professional Services

AttorneysAccountants / CPAsFinancial PlannersInsurance Agents

Trust and authority. Thought leadership blog. Credential and case-study-driven. CTA: "Schedule a Consultation."

Pipeline Focus

  • Thought leadership + LinkedIn distribution
  • Case study and testimonial pages
  • Consultation booking flow
  • Professional directory citations (Avvo, Martindale)
  • Newsletter-first engagement strategy

Financial Advisor Products

Sherpa for Advisors

Standalone products for the financial advisor market. Full menu for the September conference (50 advisors). Let them pick what they need.

Content Engine

$499 /mo per advisor

Not generic AI content -- each advisor gets a custom persona document (Lawain's proprietary methodology) that captures their voice, philosophy, client base, and differentiators. The engine then generates compliant blog posts, newsletters, social content, and drip campaigns that sound like them. Standalone via Resend or plugs into existing stack. Target: 500 advisors = $249,500/mo.

RIA Intelligence Dashboard

License / Enterprise pricing

SEC-sourced advisor data (sec-api.io). Firm analytics, AUM tracking, competitive intelligence, prospecting. Built for distribution hubs, broker-dealers, wholesalers.

Email Campaign Engine

Included with Content Engine or standalone

Automated sequences via Resend. Tracking pixels, open/click rates, warm-up automation. Replaces Mailchimp/Constant Contact at a fraction of cost.

Breakaway Blueprint

Lead magnet + automated funnel

Guide for advisors considering independence. Top-of-funnel email sequence. BreakawayAdvisor.com landing page. Feeds leads into the content engine.

Custom Application Builds

$35K - $50K+ per engagement

Bespoke tools: financial calculators, client portals, reporting dashboards. 90-120 day delivery. Licensed, not sold. Annual renewal (BlackRock playbook).


The Math

Revenue Architecture

One-time builds fund the operation. Recurring revenue builds the future. The goal: mailbox money that compounds until the day job becomes optional.

$2.5K
Per New Client (Upfront)
$1,500 Segovia + $1,000 site build. Covers labor, immediate cash.
$575+
MRR Per Local Client
$75 hosting + $500 marketing. 20 clients = $11,500/mo before ads.
$249K
MRR at 500 Advisors
Content engine at $499/mo. Persona-driven, not generic. Pitch September, scale through distribution.
$250K+
Enterprise Licensing
Custom builds. Licensed with annual renewal. $250K/year per contract.

Cost Basis per Client

Real numbers. This is why margins are structurally superior.

Line ItemOur CostWe ChargeMargin
Website Hosting (Cloudflare)$0 /mo$75 /mo~100%
Backlink Building Tool~$150 /moIn $500-750 retainerAbsorbed in tier
Email Delivery (Resend)<$1 per 1K emailsIn retainer~99%
AI (Claude Max)~$200/mo totalAmortized across clientsImproves with scale
Lead Enrichment (Gemini 3.1)<$0.01 per leadInternal toolNear zero
Domain Registration~$10 /yearClient-owned or includedPass-through

Roadmap

The Ascent

From pipeline to platform. Each phase builds infrastructure for the next.

Now -- Q1/Q2 2026
Prove the Pipeline
Ship Maui Pools and Mastercraft. Flip Hawk Lab's existing SEO clients to the new stack. Launch Breakaway Advisor email campaign. Close first Segovia engagements. Build Sherpa Portal (web app + PWA).
Summer 2026
Form the Entity and Expand
Stand up the Sherpa LLC. Formalize vertical pipeline templates (Home Services, Healthcare, Professional Services). Launch Echo as standalone add-on. Refine agentic content pipeline. Prepare for short-form video.
September 2026
Advisor Conference Launch
Present full Sherpa for Advisors product line at the 50-advisor conference. Content engine, RIA dashboard, email tooling, custom builds. Target 50 sign-ups. Begin enterprise licensing conversations.
2027 and Beyond
Multiply and Replace
Hire junior developer to multiply delivery. Add short-form video (TikTok, Reels, Shorts) as agentic video matures. Pursue enterprise distribution licensing. Build toward 12 months of replacement income -- then pull the trigger.