Bauer Entertainment Marketing

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Proposal: Comprehensive Audit For Bauer Entertainment Marketing
Prepared for: Brian Bauer
From: Damon Flowers & Mark Malian, Modern Operators

Current Situation

Bauer Entertainment Marketing has experienced significant growth over the past year after hitting a ceiling in operations. Through focused KPI implementation and strategic adjustments, you've achieved strong momentum in the latter half of 2024, with 95% of clients seeing positive ROAS and improved operational clarity.
However, as you prepare to scale further, several challenges are limiting your ability to confidently accelerate:
  • Capacity constraints are forcing you to pump the brakes on sales during peak periods
  • Redundant workflows exist between project managers, account coordinators, and specialists
  • Manual reporting consumes Monday-Wednesday each week, limiting strategic focus
  • Disparate measurement systems across departments create fragmented visibility
  • Delegation gaps at the director level prevent Faith from fully stepping into her integrator role
  • Sales-to-operations handoff needs tightening to support predictable scaling
You've built solid foundational systems. You don't need a complete rebuild. You need a third-party diagnostic to identify what you can't see from inside the business and a clear roadmap for what comes next.

Goals

This audit will help you:
  1. Identify operational bottlenecks preventing you from scaling sales without breaking delivery
  1. Optimize role structures to eliminate redundancy and free up your team's time for strategic work
  1. Develop Faith's integrator capabilities so you can confidently step into visionary-only mode
  1. Uncover automation opportunities to replace manual reporting and QA tasks
  1. Build a scaling roadmap that shows you exactly what needs to happen before you can 10x your sales efforts
By the end of this engagement, you'll know precisely where your operations are strong, where they're leaking efficiency, and what specific changes will unlock your next phase of growth.

Proposal: Comprehensive Operational Audit

What You Get

Phase 1: Deep Dive Discovery (Week 1-2)
We'll conduct 60-90 minute structured interviews with 5-6 key players:
  • Brian (Founder/CEO)
  • Faith (Operations Director)
  • Sales Manager
  • Lead Project Manager
  • Ad Ops Specialist
  • Account Coordinator or Content Manager
These aren't surface-level chats, we're diagnosing how work actually flows through your business: where it gets stuck, where it duplicates, where it breaks down under pressure.
We'll also review:
  • Your current ClickUp structure and SOPs
  • Onboarding workflows and client handoff process
  • Reporting cadence and KPI tracking methods
  • Role definitions and capacity allocation
  • Meeting rhythms and communication patterns
Phase 2: Systems Analysis (Week 2)
We'll map your current operations against our framework to identify:
  • Foundation gaps: Where your systems lack clarity, consistency, or scalability
  • Optimization opportunities: Where automation, role restructuring, or process redesign could create massive leverage
  • Scaling blockers: What specifically will break when you double your client load
  • Leadership development needs: What Faith (and others) need to grow into to support your vision
Phase 3: Strategic Deliverable (Week 3)
You'll receive a comprehensive audit report that includes:
  1. Current State Assessment: An objective breakdown of your operational strengths and weaknesses
  1. Bottleneck Analysis: The 3-5 critical constraints limiting your growth right now
  1. Quick Wins List: Immediate changes you can implement in the next 30 days
  1. 90-Day Roadmap: Prioritized recommendations for strengthening your foundation
  1. Long-Term Scaling Plan: What needs to be true operationally before you can confidently 2-3x revenue
  1. Next Steps Options: Clear pathways for how we (or anyone else) could help you implement these changes
We'll also conduct a 60-minute presentation call where we walk you and Faith through the findings and answer questions.

Investment & Timeline

Price: $3,000 (one-time payment)
Timeline:
  • Proposed Start Date: December 1, 2025 (upon payment and signed agreement)
  • Discovery Calls: December 2-10
  • Analysis & Report Development: December 11-13
  • Final Deliverable: Week of December 15
The December timing works well; you mentioned you're slower then, which gives your team bandwidth to participate in deep dives without disrupting client work.

Why This Works for You

You're not a dumpster fire…you're a founder who's already done the hard work of building systems that work. But you're smart enough to know that "good enough" won't get you to $5M.
This audit gives you:
  • Clarity on what's actually holding you back (not guesses)
  • Confidence to scale sales without worrying about operational collapse
  • A roadmap you can execute yourself or with our help
  • Third-party validation on what's working and what's not
You've already proven you can implement change(the KPI work this year showed that). This audit tells you exactly what to change next.

Next Steps

If this feels like the right move, here's what happens next:
  1. We'll send over a simple agreement and invoice
  1. You sign and pay ($3k)
  1. We schedule discovery calls with your team for early December
  1. You get a comprehensive operational roadmap by December 19
Let's make December the month you figure out exactly how to scale Bauer without breaking it.
 
 
This proposal guides Bauer Entertainment Marketing toward greater efficiency, stronger systems, and sustainable growth. Your investment in clarity and alignment here compounds and will help unlock more time, reduce stress, and accelerate results.

Still have questions about this proposal?

Schedule Follow Up Call With Us

About Modern Operators

Modern Operators is a systems-first growth partner for founder-led companies doing $3M–$20M who want to scale with clarity, calm, and predictable momentum. Instead of relying on heroic founders, scattered tools, or reactionary decision-making, MO equips teams with a modern operating system…a unified layer of vision, planning, execution, automation, and AI that allows the business to run smoother, faster, and more intelligently.
Co-founded by Damon Flowers and Mark Malian, Modern Operators brings together decades of deep operating experience, brand strategy, and systems design to help companies move from reactive growth to a stable, scalable rhythm.
  • Damon Flowers has spent 20+ years building and scaling companies from early-stage to eight-figure outcomes. He is known for architecting operating systems, transforming chaotic teams into aligned execution machines, and mentoring founders and leaders through the transition from “doing everything” to building a company that grows beyond them. His work blends strategic clarity, operational structure, and the practical integration of AI into day-to-day workflows.
  • Mark Malian brings 7+ years of experience in growth strategy, brand positioning, and systems automation inside agencies and product companies. His expertise lies in turning complex processes into clean, scalable systems…especially in marketing, sales, and customer operations, so teams can produce consistent pipeline, shorten deal cycles, and unlock predictable growth.
Together, Damon and Mark built Modern Operators to guide founders through a new era of business…one where clear structure replaces chaos, AI amplifies human capability, and a modern Company OS becomes the foundation for long-term, scalable success.