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EVEREST × NEXGEN × TAG

Action Plan
& Next Steps.

01

Everest

Expertise + approval
  1. Name the content approver and lead owner.
  2. Share source content, founder recordings and approved resources.
  3. Review the pilot campaign and approve it for release.
02

NexGen

Video production
  1. Confirm the production contact, formats and turnaround.
  2. Produce the approved campaign’s video content.
  3. Hand off finished videos, captions, transcripts and thumbnails to TAG.
03

TAG

Automation + growth operations
  1. Turn the GPS into the campaign calendar and production briefs.
  2. Connect channels, HubSpot, scheduling, email and the AI concierge.
  3. Launch the pilot, verify follow-through and feed results into the next brief.

One connected loop.

Choose a stage
Results + audience questions return to the next brief
Next

Approved campaign brief

Everest + TAG

  1. Use the Content GPS to agree the audience, offers, content themes and calls to action.
  2. Confirm audiences, offers, LinkedIn and YouTube priorities, approver and lead owner.
  3. Confirm the source-content inventory and request any remaining founder posts or supporting assets.

Ready when
One approved brief with audience, outcome, source, CTA and owner.

Where we stand.

Baseline · September 26, 2026
Built

Website + journal

Built

Campaign draft exports

To coordinate

NexGen production handoff

Not activated

Voice + chat activation

Not connected

HubSpot + scheduling

Not connected

Publishing + measurement

Planning status. Connections and automation are not live until activated and tested.

START HERE

One campaign.
All the way through.

Run one approved article and NexGen video through publication, inquiry, HubSpot ownership and outcome review before expanding the cadence.

Everest

Approver, lead owner, source folder, complete founder-post library and approved resources.

NexGen

Production contact, asset delivery folder, agreed formats, capacity and turnaround.

TAG + Everest

Authorized HubSpot, channel, calendar, email and AI access through secure setup.