Engagement preview · April 2026 · Internal

This is what we're building together over the next ninety days.

Dan, Amy Jo — a working preview of the engagement. The strategic frame, the persona architecture, the creative library, six landing pages already built and live, the campaign restructure, the ninety-day plan, and the VOC engine that keeps the creative pipeline from drying up. Everything here is in motion or ready to ship in week one.

Senior Media Buyer · via Unicorn Marketers
Engagement Senior Media Buyer
Meta · Google · Microsoft · StackAdapt
SQL mandate +30% YoY growth target
Per the Unicorn brief
Annual paid budget ~$2.5M
Meta L30: $127K
Target start May 1, 2026
Week one access ready
Begin
00The Engagement

Direct response mechanics, for a non-direct-response buyer.

ThirdHome is a $20M+ luxury home exchange club running approximately $2.5M in annual paid media — three consecutive years of 30% YoY growth. The product is genuinely premium. The buyer is wealthy, slow, sophisticated, and skeptical. The marketing infrastructure underneath was built for direct-response volume optimization. The first ninety days are about rebuilding that infrastructure to match the buyer the product actually attracts — and using AI creative production to do it at a velocity that makes the +30% SQL growth target achievable rather than aspirational.

This document opens with the brand-sensitivity constraint that defines every creative decision. Then the strategic frame — three pillars. Then the persona architecture, drawn from 813 verified TrustPilot reviews and explicitly designed to be sharpened against ThirdHome's internal data once access is open. Then the creative strategy and the six landing pages already built and live. Then the Andromeda-native account restructure. Then the KPI math and the scaling refusal criteria. Then the ninety-day roadmap, the quick wins for week one, the past-burns-and-direct-solutions read, the VOC engine, and the collaboration architecture. The site closes with the seven questions I'd open the call with, and the access I need to start week one.

$2.5M+
Annual Ad Budget
$127K
Meta L30
+30%
SQL Growth Mandate
3 Yrs
Of 30% YoY Track Record
813
Verified Reviews Analyzed
8
Wave-One Ads Produced
6
LPs Live Today
90
Days to First Win

Wealthy second-home owners are a niche, sophisticated, slow-converting audience. They do not respond to discount urgency or impulse hooks.

Every ad, every landing page, every creative leads with brand alignment, exclusivity, and the genuine value of the network — never price-driven mechanics. This is the constraint that defines every creative call in this document. If a concept needs urgency or discounting to work, the concept is wrong, not the audience.

01Strategic Frame

Three pillars. Each addressing a specific structural problem.

The mechanics that built ThirdHome to $20M will not get it to ten thousand SQLs. Pre-Andromeda audience targeting, monthly creative refresh against $127K of Meta spend, and Meta lead forms that physically cannot capture the SQL link-submission requirement are all artifacts of an earlier era. The fix is three pillars, executed in parallel.

PILLAR · 01

Persona-First Architecture

Not one campaign for "wealthy second-home owners." Three campaigns for three specific people. Every ad, every LP, every creative tied to a documented persona. The audience model is broad and the targeting is the creative.

PILLAR · 02

Andromeda-Native Account Structure

Each persona becomes a campaign. 15–20 ads per campaign. Broad targeting. Mixed video and static, not split. Andromeda finds the right person inside the creative, not inside the audience. Since December 2024, this is the only architecture that scales.

PILLAR · 03

AI Creative at Velocity

Weekly creative refresh, not monthly. Ten visual style buckets × five personas × four message angles = 200-concept testing matrix. AI production is the only way to ship this at $127K/month spend. The 35 ad concepts already briefed are wave one.

We use it a bit less as the kids got older. We wanted to figure out monetizing it but not just renting it to whomever. ThirdHome is the perfect fit.
Verified TrustPilot review · Empty-Nest Asset-Optimizer
02Persona Architecture

Five personas, drawn from 813 verified reviews.

The five clusters below were built by analyzing 813 substantial TrustPilot reviews — clustered on the language reviewers used to describe themselves, what they own, why they joined, and what they emphasized when recommending or not recommending the product. Persona size estimates are relative weights, not exact percentages. First-week deliverable is validating these against Carissa, the international team, and the sales team's lived experience.

A note on what this is and isn't. Eight hundred public reviews is a starting point, not a finish line. TrustPilot self-selects toward the enthusiastic and the angry — the much richer signal lives inside ThirdHome already: sales-call transcripts, member-services email threads, the twice-weekly feedback calls, churn conversations, the application data on prospects who didn't convert. Week one is access to that data and a refresh of these clusters against it. Persona size weights, channel-fit assumptions, and headline DNA all get sharpened or rewritten. The architecture below is the right shape; the numbers and the edges of each persona get tighter once the data behind the curtain is on the table.

# Persona Audience & Priority Verbatim Quote · The Hook They Respond To
01 The Empty-Nest Asset-Optimizer ~35% audience
HIGHEST priority
55–70. Owns ski/beach second home. Used 3–5 weeks/year now. The pain is not financial — it's the guilt of waste plus a principled refusal to put strangers from the internet in their home.
"We use it a bit less as the kids got older. We wanted to figure out monetizing it but not just renting it to whomever. ThirdHome is the perfect fit."
02 The Veteran Frequent-Traveler ~20% audience
RETAIN & REFER
60–75. Mostly retired. Member 5–10+ years. Names their advisor by first name. Already converted — the acquisition target isn't more of them, it's keeping them happy and turning them into referrers.
"We have travelled with ThirdHome for over 10 years and... able to travel for more than 10 weeks per year in high-end properties."
03 The Branded-Residence / Fractional Owner ~20% audience
PARTNERSHIP CHANNEL
45–65. Owns Hyatt VC, Vidanta, Marriott Vacation Club, or similar. Got a comp'd ThirdHome trial through their fractional. Doesn't see themselves as a "second-home owner" the way Persona 1 does. Acquisition channel is partnerships and in-resort placements, not paid social.
"I am a timeshare owner and was given a free trial membership and 7 keys. I'm actually contemplating becoming a full paid member."
04 The Multi-Gen Family Trip Planner ~15% audience
CONCRETE VALUE
45–60. The de facto family trip organizer. Books for 8–14 people across three generations. Hotels can't fit them. Airbnb at scale is a coin flip. Luxury villas direct rent for $25–50K/week. ThirdHome's 5+ bedroom curated inventory at exchange-fee pricing solves the math AND the trust.
"5 bedroom penthouse in NYC for $1,000 for 7 nights — incredible. To take 14 of your family and friends for a vacation trip, priceless."
05 The International Sophisticate ~10% audience
TOP-OF-FUNNEL BRAND
50–70. Multiple second homes, often including Europe. Travels constantly. Has heard of home exchange and dismissed it. Other home-swap platforms put them in someone's lived-in apartment with kids' toys and family photos. Wants curated, refined, decidedly not someone else's life.
"Above the standard home exchange experience."
03Creative Strategy

Ten styles × five personas × four angles. A 200-concept testing matrix.

The Unicorn assessment surfaced ten visual style buckets ThirdHome reacted strongly to. The library is organized as a matrix: each style runs against each persona, with four message angles per cell. That's the production target by month three. Eight wave-one ads are produced and visible below — four for the Empty-Nest persona, four for Multi-Gen, balanced 50/50 between luxury polish and pattern interrupt. AI production is the only way to ship at this volume against $127K/month Meta spend.

The ten visual buckets · 50/50 pattern interrupt and luxury polish
011950s Vintage Travel Poster
02Zillow-Parody Listing
03Ransom Note Collage
04Kid Drawings
05Postcard Stack
06Fortune Cookie / Open Letter
07Apple-Minimal Typography
08Testimonial / Social Proof
09Lego / Diorama
10Outdoor / Mural-Style
The four message angles · run across every style × persona
ANGLE · 01 · ASSET REFRAME

"You own a second home. Most people see a property. You're holding a passport."

ANGLE · 02 · COST OF INACTION

"Last year you spent $X on vacations. You also paid $Y on a second home that sat empty 40 weeks. There is another way."

ANGLE · 03 · VARIETY / DISCOVERY

"Your second home is wonderful. There are 30,000 others. You only have to share one week."

ANGLE · 04 · MEMBER TRUTH

"Real member quote, real photo, real numbers. The verbatim language is the hook."

TESTING FRAMEWORK

Every concept enters the testing campaign first. Winners graduate. Losers get cut.

Ideation.Ten new concepts minimum every week, rooted in the five documented personas. No generic luxury-travel templates.
Testing.Every concept enters the testing campaign first. Hook rate, thumb-stop ratio, CTR tracked from day one.
Kill points.After 7 days and minimum 1,000 reach, if CTR is below benchmark, CPL is above target, or SQLs aren't materializing — the ad is cut. No exceptions. No sentiment. Data only.
Scaling.Winners graduate to the persona-themed Andromeda campaigns. Frequency monitored — above 3.0, we rotate.
Format sequence.Statics validate the angle first. Video produced once we know what's working. UGC and partnership ads tested in month two.
04Full-Funnel Messaging

Slow buyers don't convert on impression one. They convert on impression eight.

Wealthy second-home owners take 60 to 90 days to commit to anything. They don't fill out a form because of one ad. They fill out a form because the third ad answered an objection the first one raised, the fifth ad showed a member who looked like them, the seventh ad happened to land in a week when their property tax bill arrived, and the eighth ad was the math finally cleaner than they could ignore. The current Meta account treats every impression like it's the conversion impression. It isn't. It's a touchpoint inside a sequence — and the sequence is what gets us to ten thousand SQLs.

Full-funnel messaging maps every documented objection to a content asset, repurposes that asset into ad creative, and stacks the creative into time-and-engagement-based retargeting audiences. A prospect who first saw a pain-hook ad on day zero sees the objection-handler content on day seven, the math on day twenty-one, the member voice on day forty-five, and the soft "schedule a call" on day sixty. Each touch is the next sentence in a conversation, not a fresh first impression. This is what direct response gets wrong about luxury buyers — and what fixes the math.

The three funnel stages · what gets made for each
STAGE · 01 · TOP OF FUNNEL

Awareness & curiosity

First impression. The prospect doesn't know ThirdHome exists. The job of TOF creative isn't to convert — it's to plant a strong, brand-aligned mental hook the prospect remembers when retargeting catches up to them in the next 30 days.

Asset types
  • Pain-hook ads (the 35-concept library, wave one)
  • Brand-introduction articles, light read
  • Aspirational video — 30-second member stories
  • Premium-publisher placements (NYT, T+L, Robb Report)
KPI
  • Hook rate & thumb-stop ratio
  • 3-second video views
  • Audience build for retargeting
STAGE · 02 · MIDDLE OF FUNNEL

Objection handling

The prospect saw the first ad. Now they have questions — the same eight or ten questions every prospect asks. Each question gets a content asset. Each asset becomes 4–6 ads. The math goes from "we need volume" to "we need depth on a finite list of objections."

Asset types
  • How-it-works article + video explainer
  • "Owners only" anti-Airbnb framing piece
  • $5M host-protection deep-dive
  • "Not a timeshare" comparison piece
  • Verification & vetting transparency video
KPI
  • Time on content page
  • Video completion rate
  • LP visits from retargeted audience
STAGE · 03 · BOTTOM OF FUNNEL

Proof & the ask

The prospect knows the product. They've answered most of their own questions. What's missing is final proof — peers like them, math they can put against their own situation, and a soft, brand-aligned ask. The job of BOF is the SQL submission with link.

Asset types
  • Verbatim member testimonials, named & tenure-anchored
  • Personal savings calculator (interactive tool)
  • Property catalogue walkthrough video
  • "Schedule a 15-minute call" softer ask
  • Persona-specific landing page (the six already live)
KPI
  • SQL submission with link
  • Form-start to link-submission conversion rate
  • Sales-team lead-quality rating
The objection map · pulled from the customer voice work

Eight specific objections every slow buyer raises before they SQL. Each one becomes a content asset, each content asset becomes ad creative. One piece of content = four to six ads. This is the structural fix to "creative refresh too slow" — the math finally works at $127K/month spend because we're producing creative variations, not new concepts every week.

Objection Content Asset Becomes Ad Creative
"I'll have to give up my home for nothing in return." Article: The Math of a Home Exchange — How Members Average 4–5 Trips a Year on Two Weeks Listed Carousel breakdown of the math · single-stat hero ads · 60-second video explainer
"Strangers will damage my home." Video: Inside the Vetting — How ThirdHome Verifies Every Member Video pull-quotes · $5M host-protection callout ads · verbatim "not a darn thing went missing" testimonials
"How is this different from Airbnb / VRBO?" Article: Owners Only — The Five Differences Between Home Exchange and Vacation Rental Side-by-side comparison ads · "We don't rent to renters" single-claim ads · format-parody Zillow listings
"What if I can't find availability?" Tool: Live Availability Calendar — What's Bookable Right Now Inventory-density ads · seasonal-availability ads · "30,000 properties / 100+ countries" stat hero
"Is this a timeshare?" Article: What ThirdHome Is NOT — And Why That Matters Negative-space ads · "not a timeshare" pull-quote ads · transparency-first framing
"Are the homes really as nice as the photos?" Photo essay: Inside Twelve Member Homes — Real Properties, Real Photos Carousel reveal ads · single-property walkthrough video · "Designer furniture, original artwork" verbatim
"What if grandparents can't do stairs?"
Multi-Gen specific
Article: Designing the Multi-Gen Trip — Accessibility Filters and What to Ask Filter-feature ads · ground-floor primary suite walkthroughs · "Sleeps 14 with no stairs" hero
"Is the membership worth $295?" Calculator: Your Personal Savings Estimate · interactive tool Cost-savings ads with personal-input hooks · "$35,000 home for $1,500" verbatim · breakeven math hero
The retargeting stack · sequenced audiences, sequenced creative

Five audiences. Each defined by engagement depth and time since first touch. Each shown a creative bundle calibrated to that point in the consideration cycle. The prospect doesn't see the same ad twice in a row — they see the next ad in the conversation. Frequency caps prevent fatigue. Audience exclusions prevent overlap.

00
Cold prospectsDay 0
Trigger Persona-modeled lookalikes (1–3% of historical SQL list). Broad targeting. Andromeda-driven.
Creative bundle TOF pain-hook ads. Brand-introduction. Aspirational 30-second videos. Light read.
01
Engaged scrollersDays 0–7
Trigger Watched 25%+ of a video, clicked an ad, or visited a content page. Has the brand in head.
Creative bundle MOF objection-handler content. How-it-works video. "Owners only" anti-Airbnb framing.
02
Intent signalsDays 7–21
Trigger Visited a landing page · multiple touches · watched 50%+ of video. Considering it.
Creative bundle Member-voice ads. The math. Property catalogue walkthrough. Specific tenure-anchored proof.
03
Warm but uncommittedDays 21–60
Trigger Started a form, abandoned, came back. Or repeated LP visits without form-start.
Creative bundle BOF "still thinking?" ads. Schedule-a-call softer ask. Personal savings calculator. Brand-aligned urgency without urgency mechanics.
04
Long-tail brandDays 60+
Trigger 60+ days without form interaction. Drop frequency cap. Brand maintenance only.
Creative bundle Quarterly aspirational refresh. Member-spotlight features. Adventure product. Stays top-of-mind for the next consideration window.
WHY THIS WORKS WHERE DIRECT-RESPONSE FAILS

The CPA target hits, the SQL volume hits, and brand integrity stays intact — because no single ad is asked to do too much.

  • The TOF ad doesn't have to convert. It builds the audience the BOF ad will convert.
  • The MOF content doesn't have to be glossy. It has to be honest and answer one specific question well.
  • The retargeting stack doesn't compete with itself. Audience exclusions ensure each prospect is only in one bucket at a time.
  • The math compounds — every prospect that doesn't SQL on day 30 is still in the audience on day 60. Nothing leaks.
  • The content library is a permanent asset. Articles indexed in search. Videos repurposed across YouTube and the site. The work outlives the ad cycle.

Every full-funnel content asset is also Carissa's WordPress build queue, and every retargeting audience is configured in week three alongside the Andromeda restructure. Nothing here is hypothetical. The math, the architecture, and the build sequence are concrete. The objection map gets locked against ThirdHome's internal data in week one — sales transcripts and member-services emails will surface objections the public TrustPilot reviews missed.

05Live Landing Pages

Six landing pages, built for ThirdHome, live today.

Two personas, three formats each — sales page, advertorial, listicle. Each format hits the same persona from a different angle: the sales page does pain-to-solution, the advertorial does first-person narrative, the listicle does educational reframe. Six pages give us six creative directions to A/B against each persona's audience, isolating which structure converts best for whom.

Each page is built in ThirdHome's existing brand register, with the SQL link-submission qualification gate built in. Each routes to the same SQL form. Each fires a custom conversion event tagged with persona × format attribution so Andromeda learns which combination converts best.

A note on Persona 03 (Branded-Residence). Branded-residence members come through partnership channels — comp'd trials inside Hyatt VC, Vidanta, Marriott Vacation Club, Grand Solmar. That funnel needs in-resort placements, partner emails, and trial-conversion sequences, not paid-social LPs. ThirdHome's stated paid-acquisition priority is whole-home owners. Persona 03 is documented in the persona architecture above for internal channel intelligence and future partnership-channel investment, but is intentionally not in this paid-acquisition LP set.

06Account Restructure

Andromeda-native US restructure. Month one.

The current US account is fragmented into multiple narrow-targeted ad sets that pre-date Andromeda. The restructure consolidates into three persona-themed campaigns, a creative testing lab, and a retargeting campaign — total of five. Each persona campaign runs 15–20 ads on broad targeting, mixed format, optimized for SQL with link submission. The math gets cleaner. The signal back to Andromeda gets stronger. The CPA drops.

Campaign Budget Purpose
Persona 01 · Empty-Nest ASC 25% 15–20 ads. Mixed format. Broad targeting USA 50–75. Optimized for SQL with link submission. Routes to Empty-Nest LP set (sales / advertorial / listicle).
Persona 04 · Multi-Gen ASC 25% 15–20 ads. Mixed format. Broad targeting USA 38–60. Optimized for SQL. Routes to Multi-Gen LP set. Seasonal flighting around Christmas / Spring Break / family milestone windows.
Persona 03 · Branded-Residence (Partnership) REVIEW Currently inside the paid social budget. Recommended migration to partnership-channel funnel — in-resort placements at Hyatt VC / Vidanta / Marriott VC, partner email, trial-to-paid sequences. Frees ~25% of paid social for Persona 1 and 4 scaling. To be discussed week one.
Creative Testing Lab 15% Ten new concepts per week. After 7 days and 1,000 reach, winners graduate to persona campaigns, losers get cut. The pipeline that keeps the persona campaigns from going stale.
Retargeting + Warm Audiences 10% Historical SQL list seeded for 1–3% lookalikes — currently unused, the highest-quality signal in the account. Trustpilot reviewer audiences. Video viewers. Form-abandoners.

EMEA tier-2 geographies (Italy, France, Spain, Germany) get separate ad accounts during the international takeover in month five. Until then, EMEA stays in the existing structure to avoid disrupting in-flight campaigns. The audit recommendation for separation is correct; it gets executed once US trust is established.

07KPI Math & Scale Criteria

The numbers, and what we refuse to scale without.

The +30% YoY SQL growth mandate is the number that defines the engagement. Against the 2024 baseline of 7,281 SQLs (the most recent confirmed annual figure in the Unicorn brief), that's roughly 2,200 incremental SQLs annually. With Meta carrying about half the load on a typical year, that's an additional ~90 SQLs per month from Meta against current run-rate. The persona-first architecture exists to make those incremental SQLs available without proportional spend increases — and validating the actual current-year baseline against ThirdHome's internal Looker data is week-one work, since the public brief is a year stale.

Geography2026 YTD CPATarget by Month 6
United States$670$475–$525 (–25 to –30%)
Australia$893Out of scope
EMEA Overall$1,700$1,050–$1,200 (month 5+ takeover)
Italy / France~$2,000$1,200–$1,400 (month 5+ takeover)
SCALING REFUSAL CRITERIA · NON-NEGOTIABLE

I will not recommend scaling until we have demonstrated all four:

  • US CPA below $550 for at least 14 consecutive days
  • SQL link-submission rate above 65% (vs. plain form fill)
  • Sales team feedback rating "this batch of leads is good" on at least three consecutive twice-weekly feedback calls
  • Meta-attributed SQL volume up 15%+ versus the 30 days prior to engagement start

If we don't hit those, we don't scale. We diagnose. The $2.5M annual budget gives us the room to be patient — patient now creates a much bigger machine in months 4–12.

08The 90-Day Plan

Reverse the trend. Then build the foundation.

Day-thirty deliverable: a measurable bend in the SQL trend that's been declining over the last forty days. Day-ninety deliverable: a documented win/loss creative library, a clean Andromeda-native US account, and a scaling brief for months 4–12.

Week 01Audit · Access · Stop the Bleed

The first thing I do is shut off what's losing money.

  • Full account access — Meta Business Manager, Google, Microsoft, StackAdapt, Looker, HubSpot
  • Pause every ad with cost-per-application 4× account average — Unicorn audit findings, Day 1
  • Damien handoff call — explicit, scheduled, friendly. Knowledge transfer is structured, not awkward
  • Sit in on the existing twice-weekly sales feedback call. Listen. Do not contribute
  • Upload the historical SQL list to Meta as seed for 1–3% lookalikes
Week 02Persona Validation · Creative Pipeline

I validate the persona work against the team's lived experience before scaling it.

  • Persona validation session with Carissa, the international team, and the sales team — refine the five clusters against real call data
  • First 30 ads briefed — ten each across Persona 01, 03, 04 (the priority three)
  • LP variant strategy locked with Carissa and the landing page consultant. Lane separation explicit
  • Hyros-style attribution review — confirm Looker + HubSpot tracking SQL-with-link-submission as a distinct event
Week 03Andromeda Restructure Goes Live

The new account structure ships.

  • Collapse fragmented US Meta structure into 3 persona-themed Andromeda campaigns + testing lab + retargeting
  • LP-driven SQL flow replaces Meta lead forms for the persona campaigns
  • Custom conversions configured with persona attribution and SQL value
  • Reporting framework built in UAM template format — their existing rhythm, no new tools
Week 04Launch Readout · Month 2 Brief

The first full-week readout, then the month 2 plan.

  • First full-week performance report in UAM format
  • Initial creative read — which persona / angle / style is winning at the 7-day mark
  • Month 2 plan briefed to Dan and Amy Jo. Decision before drift
  • Day-30 milestone: a measurable bend in the SQL trend that's been declining over the last 40 days. I will hit it or own why I didn't.
Month 02Volume · Variety · Velocity

Creative refresh shifts from monthly to weekly.

  • Persona × style × angle production scales — 30 new concepts per week shipped to the testing lab
  • Advertorial / listicle TOF launches as a separate learning track
  • Partnership ads on Meta tested for the first time
  • First documented creative win/loss library delivered — directly addresses the "we lose track of what worked" frustration
Month 03Optimization · International Prep

The library matures. The international groundwork begins.

  • 100+ shipped concepts in the library, win/loss documented, persona-specific playbook codified
  • Programmatic display tested through StackAdapt against persona audiences
  • Microsoft / Bing campaigns mirrored from validated Meta creative
  • Pre-work for month-5 EMEA takeover begins
Months 04–05International Takeover · Earned, Not Assumed

EMEA gets earned, not promised.

  • By month five, US trust is established and the playbook is proven
  • EMEA gets separate ad accounts per tier-2 geography (Italy, France, Spain, Germany)
  • Native-localized creative produced via AI — not translated copy
  • Same persona framework, locally calibrated. Clean pixel post the recent site translation reset
09Quick Wins

What we execute this week.

Eight specific actions that ship inside week one. Half are stop-the-bleed (the audit findings nobody pulled). Half are foundation moves that compound over months — the SQL list seeded as lookalikes, the link-submission custom conversion, the creative-tracking spreadsheet that fixes the recurring "we lose track of what worked" frustration.

# Quick Win Why It Matters
01Pause every ad with CPA 4× account averageStop the bleed Day 1. Unicorn audit already surfaced these — they're still running.
02Upload the historical SQL listMultiple years of converted-customer data is the highest-quality signal in the account, currently unused. Seeds 1–3% lookalikes.
03Configure SQL-with-link-submission as a custom conversionThe thing we're optimizing for has to be measurable distinctly from MQLs. Right now it isn't.
04Route 10% of next week's spend through the first LPProof of concept on link-submission rate before full restructure. Empty-Nest LP A/B against Meta lead form.
05Pull every existing TrustPilot review into a creative-asset libraryFree social proof, immediately ready for testimonial-format ads. The 813 reviews already analyzed are the starting point.
06Schedule the standing twice-weekly sales feedback drop-inPlug into existing rhythm. Don't create new ceremony. Listen for two weeks before contributing.
07Build the first creative-tracking spreadsheetDirect fix to "we lose track of what worked 6 months later." Every concept logged with status — testing / scaling / killed / paused. Quarterly creative archives.
08Test partnership ads format on Meta with one creatorThey didn't know this format existed. Introducing it is a credibility moment and the format itself converts the niche audience well.
10What Burned ThirdHome Before

And how this approach directly addresses it.

The Unicorn assessment surfaced specific frustrations from past agency relationships. Each one has a structural fix in this engagement. None of them are addressed by saying "we'll do better." They're addressed by changing the operating model.

Past Burn Direct Solution
"Beautiful assets get built, tested, then lost track of 6 months later." Creative-tracking spreadsheet built Week 1 (Quick-Win #7). Every concept logged with status — testing / scaling / killed / paused. Quarterly creative archives. The "we don't know what we already tried" problem dies the first week.
"Multiple vendors creating communication breakdowns." One person owns paid social end-to-end. Damien is the consulting voice during transition. Carissa builds in-house. The landing page consultant owns search LPs. Clear lanes. No overlap. No "who's doing what again?"
"European ad performance lackluster despite in-market contractors." EMEA gets earned, not promised. Months 1–4 = US proof. Month 5 = takeover with separate ad accounts and native-localized AI creative, not translated copy. The current EMEA contractor stays through month four.
"Partnership marketing hit-or-miss because audience is a narrow niche." Don't optimize for follower count. Optimize for second-home-owner overlap. One creator test in Quick-Win #8 with a hand-picked partner. Win/loss documented before scaling.
"Creative refresh cadence too slow — 4–6 weeks." AI production pipeline shifts cadence to weekly by month 2. The whole engagement is built around making this sustainable. Without AI production, the math doesn't work at $127K/month spend.
5 bedroom penthouse in NYC for $1,000 for 7 nights — incredible. To take 14 of your family and friends for a vacation trip, priceless.
Verified TrustPilot review · Multi-Gen Family Trip Planner
11The VOC Engine

The creative pipeline that doesn't run dry.

The 813 TrustPilot reviews that informed the persona work are the public-facing tip of a much bigger data set. The much more valuable insight lives inside ThirdHome already — sales call transcripts, member-services email threads, the twice-weekly feedback calls, and the cancellation conversations. With access to that, the creative pipeline becomes self-feeding. This is the moat no agency without internal data access can replicate.

Phase What Gets Built
Week 01 · Access Read access to HubSpot call recordings, sales-team Slack channels, and member-services email queue. Same access pattern Damien already has. Listen-only, no operational interference.
Week 02 · Pipeline LLM-based analysis pipeline across 200+ recent sales calls and 500+ member-services emails. Extract real objection language, real benefit articulations, real persona signals. Output is a continuously-refreshed creative briefing document.
Ongoing · Rhythm The existing twice-weekly feedback calls become structured creative inputs. Every call generates 3–5 new ad concepts directly from the language sales heard that week. Dan and Amy Jo see the throughline: the call → the concept → the test result.
Output · The Moat A creative pipeline that doesn't dry up. Direct fix to the "creative refresh too slow" frustration. With insight mined from sales calls weekly, the pipeline is unending — and no agency without internal data access can replicate it.
12Collaboration Architecture

How I work with the existing team.

I don't replace anyone on this list. I sit between them and make the system run faster. Damien stays through the transition. Carissa keeps building. The landing page consultant keeps owning paid search LPs. The sales team keeps the lead-quality signal. Nothing here disrupts existing relationships — every one of them gets stronger because the pipeline that flows through them is sharper.

Person Role How I Work With Them
DanCRO · SQL accountabilityShort frequent check-ins, his stated preference. Big-picture alignment. SQL trend ownership weekly.
Amy JoMarketing Lead · brand integrityCreative briefs reviewed before production. Brand integrity on every concept that ships. Ad-review calls twice monthly minimum.
CarissaCanva · WordPress · CRMI brief, she builds. AI accelerates her output, doesn't replace it. Weekly cadence — Monday brief, Friday review.
DamienExisting media buyer · collaboratorWeekly handoff calls Months 1–2. Ongoing collaborator on platform tribal knowledge. Respected, not displaced.
Landing Page ConsultantPaid search LPsMonthly sync. They own search LPs. I own paid social and display LPs. Clean lane separation.
Sales teamLead-quality signalTreat input as anecdotal signal, not directive. Exactly as Dan described it. Pattern-spotting across feedback calls turns into creative briefs.
13For the Call

The seven questions I'd open with.

I do not need answers to these before week one. I need answers to these during week one. Each of these shapes the priorities of the first thirty days. Each of these is an invitation to align before the engagement gets expensive to redirect.

The SQL trend over the last forty days — what's your gut on what's driving the decline? Creative, audience, season, or external?

The five personas — Empty-Nest, Veteran, Branded-Residence, Multi-Gen, International. Does that match how Carissa and the sales team describe who actually books a call?

The link-submission requirement — at what conversion rate from form-start to link-submission would you consider a landing page successful?

Damien — what does the right collaboration with him look like through the first sixty days, in your view?

EMEA in month five — what would prove to you that I've earned the right to take it on?

The twice-weekly feedback calls — when would you want me to start sitting in?

Creative volume — when you said AI creative production was the differentiator, what was the specific thing you wanted that you weren't getting before?

14Conversation

During business hours, bother me as much as you want.

If something is urgent outside of hours, I respond immediately. If it can wait, we build a plan together. You'll never feel like you're chasing me. I think about ThirdHome's customer between every call — the empty-nest mom looking at the calendar with forty weeks of nothing on it, the fractional owner who doesn't know there's a better way, the family planner trying to fit fourteen people into one rental that doesn't exist. That's where the creative comes from. And that's the kind of partner I want to be.

WEEK ONE ACCESS
  • Meta Business Manager + ad account access (existing US + structure for separate EMEA accounts month 5)
  • Google Ads, Microsoft Ads, StackAdapt account access
  • Looker Studio + HubSpot access
  • WordPress access via Carissa for LP deployment
  • Customer list export — the historical SQL list
  • Brand assets (logo, photography, video library, brand guidelines)
  • Damien intro + handoff call scheduled
ONGOING
  • One recurring weekly meeting minimum (per UM agreement)
  • Two ad-review calls per month minimum
  • Sit-in on the existing twice-weekly sales / marketing feedback calls
  • Creative approval turnaround within 24–48 hours
  • Sales team lead-quality feedback weekly (which leads booked, which didn't, why)
  • Damien handoff calls during the transition (suggest weekly first 60 days)
  • Carissa briefing rhythm — weekly creative brief Mondays, Friday review
Mike Cahill
Senior Media Buyer · via Unicorn Marketers
Available US Hours · ThirdHome target start: May 1, 2026
Mike Cahill · ThirdHome Engagement Preview · April 2026 · Internal