Section8Strategies

Project health

Project snapshot — April 3, 2026

6

Tasks completed

4

In progress

2

Blockers

10

Future items

6

Departments

Status: Brand identity locked (legal entity confirmed). GHL sub-account created. DKIM verified. A2P verification in progress using temporary website. Core infrastructure is in place. Next priority: branding kickoff (logo, colors, fonts), website build, course implementation, and instructor onboarding. David requesting course rollout to begin this week.

🎨

Brand & Identity

Legal structure, branding, logo, colors, and visual direction

Completed

Legal entity confirmed

Mike confirmed on record (Mar 20 via David's email):

Legal Entity: Legacy Investment Strategies
DBA: Section 8 Strategies / Section 8 Creative Financing

This unlocked branding, website, social media, and A2P for the Section 8 project.

Needs kickoff

Branding package — logo, colors, fonts

Branding kickoff was scheduled for the Saturday Mar 22 call. Items to decide: logo design, color palette, font selection, brand tone. Once locked, this flows to website, social media, course materials, and all marketing.

Logo Colors Typography Brand tone

🌐

Website

section8strategies.com — build, design, and deployment

Needs planning

Section8Strategies.com — website build

Currently hosted on WordPress/Squarespace (Julio asked for credentials on Mar 27). David requested a build plan and timeline from Waleed. Pending branding package before design can begin. Need to decide: rebuild from scratch or salvage existing.

WordPress/Squarespace Needs credentials

Completed

Temporary/dummy website for A2P

A temporary version of section8strategies.com deployed specifically for A2P verification purposes. Allows verification to proceed while the real site is being built.

David's request (Mar 30): Requested website status update, two-week launch gameplan with specific milestones and target dates, and what support is needed from their side. This is a priority discussion topic for today's call.

⚡

GoHighLevel & CRM

GHL agency setup, sub-account, A2P verification, and automations

Completed

GHL sub-account created

Section 8 Strategies sub-account created under Mike's GHL agency. Separate from Activ8 Med — clean environment for the real estate brand.

In progress — Julio

A2P verification

Using temporary/dummy website for section8strategies.com. Julio (ReplyBoost) handling verification. EIN provided by Mike. Typically takes 3-7 business days. Status: in process.

Future build

GHL automations & funnels

Once A2P is verified and website is built: lead capture funnels, email/SMS sequences, appointment booking, student enrollment workflows, payment integrations.

🎓

Real Estate Course

Course implementation, materials, hosting, and student access

Priority — this week

Course implementation kickoff

David's email (Mar 30): "We want to get started this week." Requested update on: course materials and setup status, what's needed to go live (technical setup, hosting, links, payment/access structure), and timeline for student access and testing.

To scope

Course platform decision

Need to decide: host on GHL membership area, Kajabi, Teachable, Thinkific, or custom build? Factors: student experience, payment processing, content dripping, analytics, integration with main website.

To build

Course content structure

David to provide update on course materials. Structure needs: curriculum outline, video modules, worksheets/resources, quizzes, completion tracking, certificate generation.

Call topic: This is a high-priority discussion item. David wants to start this week. Need to align on: what platform, what materials exist, what needs to be recorded, and timeline to student access.

📱

Content & Social Media

Platform setup, content strategy, and repurposing workflow

Needs decision

Platform priority & ownership

Discussed on Mar 22 call — need to finalize which platforms first and who manages:

Platforms: YouTube, Instagram, Facebook, LinkedIn
Decision needed: Which first? Who manages day-to-day? Who creates content?

To develop

Content strategy & repurposing workflow

Per David's agenda (Mar 20): What raw content exists now? What needs to be recorded? Build a repurposing workflow (long-form → short clips → social posts → email content).

👥

Instructors

Instructor onboarding, bios, headshots, and video intros

Michael Santa Maria

Instructor

Needs: headshot, video intro, written bio

Michael Reza

Instructor

Needs: headshot, video intro, written bio

Bryan Rhodes

Instructor

Needs: headshot, video intro, written bio

Action item: David's Saturday agenda (Mar 20) listed instructor intros and bios as a deliverable. Each instructor needs: professional headshot, 60-second video introduction, and a written bio for the website and course materials. These feed into the website instructor section, course platform, and social media.

🔧

Infrastructure

Domain, DNS, DKIM, email, and technical setup

Completed

Google Workspace setup

[email protected] created and fully configured. Professional email operational on the section8strategies.com domain.

Completed

DKIM authentication verified

DKIM key generated, TXT record added to GoDaddy DNS for section8strategies.com. Verified via MXToolbox. Email deliverability fully operational.

Completed

EIN & legal docs confirmed

EIN for Legacy Investment Strategies confirmed by Mike. Articles of Incorporation available. Used for A2P verification and GHL setup.

Action required

Current blockers

🔴 Blocker 1: Website credentials — section8strategies.com

Julio asked on Mar 27: "Where is section8strategies.com hosted? I need access." Currently on WordPress. Waleed needs credentials to either salvage or rebuild. Need login/password from Mike or whoever controls the hosting.

🔴 Blocker 2: Branding decisions pending

Cannot begin website design, social media setup, or course materials without approved brand kit (logo, colors, fonts). This was scheduled for discussion on the Mar 22 call. Need final decision from Mike and David.

Not a blocker but time-sensitive: David's Mar 30 email requested a two-week launch gameplan with milestones and dates. This needs to be discussed on today's call and delivered as a follow-up.

What's next

Future roadmap

Week 1

Branding package finalization

Lock logo, colors, fonts, brand tone. Produce brand kit document. Distribute to all departments.

Week 1-2

Course platform selection & setup

Choose platform, configure access/payment, build course structure. Get materials from David. Start uploading content.

Week 1-2

Website build — section8strategies.com

Design based on brand kit. Homepage, about, course info, instructor bios, application/enrollment flow. Mobile-first.

Week 1

Instructor onboarding

Collect headshots, record video intros, write bios for Michael Santa Maria, Michael Reza, and Bryan Rhodes.

Week 2

Social media platform launch

Create/rebrand YouTube, Instagram, Facebook, LinkedIn using brand kit. Unified visual identity across all platforms.

Week 2

Content strategy & first content batch

Map existing raw content. Build repurposing workflow. Record first batch of instructor content. Schedule posts.

Week 2-3

GHL automations live

Once A2P verified: lead capture funnels, email/SMS sequences, booking workflows, student enrollment, payment integration.

Week 2-3

Google integrations

Google Analytics, Tag Manager, Search Console connected to live website. SEO foundation laid. Ad tracking ready.

Week 3

Course beta launch

First students get access. Test enrollment flow, payment processing, content delivery, completion tracking. Gather feedback.

Week 3-4

Full launch — website + course + marketing

Website live on production domain. Course publicly available. Social media active. GHL funnels driving leads. Ads ready to scale.