SM Services · Steven Mitts — Fractional CMO + AI Marketing Systems

Real work.
Real results.
Real numbers.

One senior marketing leader who runs your marketing and builds the AI systems behind it — for companies that want the output of a full marketing team without hiring one. 128+ automations running daily, 20+ years in startups, and the proof they're working.

128+
Active Automations
20+
Years in Startups
40+
Products Launched
30+
Founders Coached

Section 01 · Client References

People who can tell
you what it's like.

Current clients available for direct reference calls. Reach out — they'll tell you exactly what to expect.

Robert Levy
Robert Levy
VP of Sales · AWARE Monitoring Systems
Fractional CMO Brand Positioning KPI Dashboard Vendor Consolidation
"Steven ran our marketing like it was his own company. Three disconnected vendors became one clear plan, and our pipeline finally became something we could forecast."
Richard Glenn
Richard Glenn
CEO · Glenn Industries
Brand Repositioning GTM Strategy Positioning Rewrite AI Automation
"Steven rewrote our positioning and the way we talk about the company changed overnight. Same product, far sharper story — and far better conversations."
Brendon Walker
Brendon Walker
Co-Founder · Full Spectrum Imaging
1-on-1 Coaching Positioning Review Pre-Launch Strategy Startup Playbook
"Steven caught a positioning mistake before we spent a dollar promoting it. Having 20+ years of real launches looking at my business changed how I make decisions."

Section 02 · Featured Case Studies

Proof it works —
with the numbers.

Real results from real engagements. Not projections — documented outcomes with data.

All Case Studies →
43%
cold-email open rate · vs 21% industry avg

AI Outreach · Healthcare & Investment

How FSI Leveraged AI To Achieve A 43% Open Rate In Cold Email Outreach

An AI-powered cold email engine targeting healthcare executives and investment leaders. Persona-driven targeting and message tests. Industry average: 21%.

Case Study · February 2026
+491
website visitors in under 72 hrs

B2B Marketing · LinkedIn

How A Low-Engagement LinkedIn Share Drove A 491-Visitor Spike In Under 72 Hours

A post that looked like a flop drove the highest traffic spike of the quarter. Why vanity metrics lie — and what to track instead.

Case Study · February 2026

Portfolio Projects

# Category Project Summary Type
01
Consumer Brand · Spirits
IV20 Spirits — From Concept To Launch-Ready Brand
Brand positioning, website, packaging strategy, and go-to-market plan for a premium spirits launch. Portfolio
02
B2B SaaS · Industrial
AWARE Monitoring — Embedded Fractional CMO
Three vendors into one seat. Brand position rewritten. KPI dashboard live by Week 4. Portfolio
03
Industrial Services
Glenn Industries — Category To Differentiated Position
Generic framing replaced with a sharp differentiated position investors and buyers could repeat back. Portfolio

Section 03 · AI Automation Systems

The tools we built.
Running right now.

These are the systems we build and run for you — custom-built inside our N8N infrastructure, plugged into your existing tools, and producing measurable output every day. Click any row to see what each one does.

No.
System
Category
Stack
Status
01
AI Lead Generation & Scoring
Lead Scraping · Enrichment · ICP Scoring
Lead GenEnrichmentScoring
N8NApolloOpenAI
Live

What you get: every morning you open a ranked shortlist of the best leads to contact — no manual research. Under the hood it's an always-on lead intelligence engine that scrapes, scores, and enriches leads continuously. Every lead is ICP-scored, tier-ranked, and enriched with AI-generated insights, tier statements, and personalized outreach angles — ready for review the moment a job runs.

Always-on lead pool across multiple clients — companies scraped globally and updated continuously
ICP builder: define industries, job titles, company sizes, geographies, and disqualifiers per client
Multi-actor scraping: Apollo/ZoomInfo (300M contacts), Multi-Source 50K, PPE Apollo + LinkedIn
Tier 1 / Tier 2 / Tier 3 ranking with fit score, likelihood to act, and composite score per lead
AI insights per lead: tier statement, recommended action, key signals, risks, personalized angles
Enriches across 4 brands simultaneously — company size, tech stack, decision-maker contact, and social profiles
GHL to HubSpot Sync: bi-directional CRM sync keeps data clean across platforms
Priority queue: top-scored leads surface first for outreach every morning

Every lead passes through a 5-stage pipeline. The system is built for cost efficiency — by stage 3, only 2–5% of raw leads remain. Cheap filters run first so expensive AI only touches leads worth scoring.

01
Rule Filter
Keyword match on job title + industry. No AI involved — instant and free.
~25% pass
02
ICP Match
AI picks the best-fit client profile for this lead. Disqualified if nothing matches.
~10% match
03
Lead Scoring
AI fills 35 output fields: Fit Score, Tier, Next Action, Key Signals, Personalized Angle, and more.
100% of matched
04
Email Verification
ZeroBounce checks deliverability. Hard bounces are removed from the pool permanently.
~70% valid
05
Database Insert
Scored lead saved with all 35 fields. Auto-deduped — same lead never inserted twice.
Final output
Lead Tiers — How Leads Are Ranked
Tier 1
Score ≥ 70
High fit + high likelihood to act. Priority outreach — contact first.
Tier 2
Score 50–69
Good fit but lower urgency or seniority. Worth nurturing.
Tier 3
Score < 50
Weak match. Low priority — useful for volume campaigns only.
02
Approval Dashboard
Approve All Content · Social, Blog & Video · Multi-Brand
ApprovalMulti-Client
N8NSupabaseAirtable
Live

What you get: review and approve all your content in one place, in one click. It's a custom-built multi-client approval portal connected to N8N — content created in Airtable flows automatically into the portal, with dedicated tabs per brand and items needing action always surfaced first.

Airtable-to-Portal sync: N8N polls every 5 min, pushes pending items to Supabase
Client-facing web portal: each client sees only their own content
Dedicated brand tabs: SM Services, IV20 Spirits Social Media, and more
One-click approve or request revision — triggers N8N webhook instantly
Approval handler: updates Airtable status, notifies team via email

Real content produced by the AI generation engine and routed through the approval dashboard. Every image, caption, and carousel slide is AI-generated — reviewed and approved in one click before publishing.

IV20 Spirits · California Garden Mule · AI-Generated Carousel (5 of 5 slides)
SM Services · Module 6 — Built to Evolve · AI-Generated Carousel (4 of 4 slides)
AWARE Monitoring Systems · Smart Disaster Alert System · AI-Generated Carousel (4 of 4 slides)
Rick Glenn's Diving & Travel · Ocean Lover Post · AI-Generated Content

AI-edited short-form video produced for LinkedIn, Instagram Reels, and TikTok. Raw footage runs through an AI editing pipeline — cuts, captions, and hooks are handled automatically. Output is scroll-stopping and platform-ready.

Hook-first structure: AI identifies the strongest opening line and leads with it
Auto-generated captions synced to speech — branded on-screen text overlays
Routes through the approval dashboard before publishing
SM Services · AI Edited Video · LinkedIn Short-Form
Investor Conversations Rarely Start With a Deck
AI-edited short-form video — hook-first structure, auto-captions, and platform-ready export. Shot once, optimized automatically, routed through the approval dashboard before publishing.
SM Services · AI Edited Video · Short-Form #2
AI Edited Video — Sample 2
AI-edited short-form video — auto-captioned, platform-optimized, and routed through the approval dashboard before publishing.
SM Services · AI Edited Video · Short-Form #3
AI Edited Video — Sample 3
AI-edited short-form video — auto-captioned, platform-optimized, and routed through the approval dashboard before publishing.
SM Services · AI Edited Video · Short-Form #4
AI Edited Video — Sample 4
AI-edited short-form video — auto-captioned, platform-optimized, and routed through the approval dashboard before publishing.
03
Automated SEO Blog Engine
Content Pipeline · Keyword Research · Live Rankings · SEO Audit
SEOKeywordsPublishing
ClaudeDataForSEOWordPress
Live

What you get: a complete SEO content operation that runs per company. It finds the keywords you already rank for and the ones worth chasing — with real Google search volume and competition — turns them into topics, writes long-form SEO posts, and publishes them to your site on a schedule. It also audits your whole site, scores it, and fixes the common issues for you. All hands-free.

Separate content pipeline per company — Aware Monitoring, SM Services, IV20 Spirits, and Glenn Industrial, each with its own brand voice
Live Google rankings: pulls every keyword you already rank for, with position and monthly search volume
Keyword ideas: fetches related searches with volume, CPC, and competition to steer what gets written
AI-written long-form posts — queued, reviewed, scheduled, and published to WordPress automatically
Full-site SEO audit: crawls up to 500 pages, scores the site out of 100, and lists every issue with a specific fix
One-click auto-fix for common issues (missing meta descriptions, titles, and more) — plus per-run logs for full visibility
Free Tool · Live Now

Know Exactly Where Your Website Stands

Enter any URL and get a complete 11-section SEO audit in 30 seconds. Real data, real recommendations — no login, no credit card.

11Report Sections
12Factors Scored
30sAudit Time
100Point Scale
FreeNo Credit Card
Run My Free Audit →
1
Enter Your Website
Type your domain — no https:// needed. Your contact info is only used to send your report.
2
Live Crawl Runs
The audit crawls your homepage in real time — analyzing title tags, meta descriptions, load speed, schema, images, headings, redirects, and 6 more critical factors.
3
Get Your Score + Report
Your SEO score appears instantly on-screen. A full 11-section PDF report is emailed with specific findings, an action plan, and a free strategy call link.
83/100
Good — Room to Grow
Strong foundation. Gaps in content depth, backlinks, and schema — opportunities competitors are targeting.
61/100
Needs Improvement
Several high-impact fixes available. Load time, missing meta tags, or schema gaps holding back rankings.
34/100
Critical Issues — Act Now
Significant SEO gaps actively suppressing organic visibility. Immediate action recommended.
📊
1. Executive Summary
Score ring, overall verdict, key metrics, and competitive risk context.
2. Key Highlights
Wins, critical issues, and warnings — so you know exactly where to focus first.
3. Performance Overview
Load time, HTTPS, redirects, mobile viewport, robots.txt, and sitemap check.
🔤
4. On-Page SEO
Title tag, meta description, heading structure, image optimization, and tag completeness.
📝
5. Content Analysis
Word count, unique keywords, page size — what Google sees as your page topic.
🔧
6. Technical SEO Health
Schema markup, OG tags, canonical tags, Twitter cards — 12-factor scored breakdown.
🔗
7. Link Architecture
Internal and external link counts, sample link structure, and backlink roadmap by tier.
🚀
8. Opportunities for Growth
Prioritized table with Impact and Effort ratings — so you know what to do first.
📅
9. Recommended Action Plan
30 Days, 1–3 Months, 3+ Months. Specific steps, not generic advice.
⚠️
10. Risks & Watchouts
Algorithm risk, competitor gaps, and what could actively hurt rankings if ignored.
🎯
11. Summary & Next Steps
Immediate action items, what to bring to the strategy call, and a Calendly booking link.
04
Press & PR Automation System
HARO · Qwoted · Source Bottle · Twitter PR
PRMediaMonitoring
N8NHAROGmail API
Live

What you get: press coverage without pitching by hand. A live PR pipeline monitors HARO, Qwoted, Source Bottle, and Twitter/X simultaneously for media opportunities — N8N flags relevant pitches, routes them through an approval portal, and tracks what gets placed.

HARO Automation: monitors Help A Reporter Out, flags matching queries
Qwoted + Source Bottle EMAIL: two separate active monitors for pitch opportunities
Twitter PR Opportunity Hunter: scans Twitter/X for journalist requests, creates tasks
Piper — AI PR Bot: monitors all sources and delivers opportunities direct to phone in real time

Real media placements generated by the PR automation system. These are the actual press features secured through HARO, Qwoted, and SourceBottle — pitched, approved, and placed without manual outreach.

SmartTech Daily
25 Sustainability Goals From Technology Leaders
"Build Simple Durable Systems with Thoughtful Tools" — Steven Mitts featured on leveraging AI and automation for sustainable, scalable business systems.
SmartTech Daily Feature
Media Feature
How to Reduce Email Unsubscribes by Offering Better Choices
Steven Mitts quoted as CEO/Founder with actionable strategies on reducing unsubscribes through transparency and personalized subscription flows.
Email Unsubscribes Feature
Media Feature
Leading Across Generations — How to Build Stronger Teams
Steven Mitts featured with insights on navigating professional development across generations — cross-generational mentorship, customized career paths, and data-driven feedback culture.
Leading Across Generations Feature
05
AI Voice Agent — Automated Outreach
AI Voice · Inbound Follow-Up · Cold Outbound
Voice AICold Outbound
N8NRetell AIGHL
Live

What you get: every new lead gets a phone call within minutes — automatically, day or night. An AI voice agent built on Retell AI handles both inbound form follow-ups and cold outbound calls: when a prospect submits a form and consents to contact, the AI calls them automatically — zero human involvement on the first touch.

Inbound trigger: prospect submits form → AI calls them within minutes automatically
N8N webhook: call outcome routes instantly to GHL — no manual logging
Full call logging: every call, every outcome tracked and reviewable
06
Automation Infrastructure — 128 Workflows
Automation Backbone · 128 Workflows · Always On
Infrastructure128 Flows
N8N CloudOpenAISupabase
Live

What you get: the engine room behind every system above — so everything keeps running without you touching it. 128 workflows built and deployed in N8N Cloud, covering lead gen, content, PR, social, cold calling, client AI agents, SEO, video, and more. New automations go live in hours.

128 total workflows — covering every area of sales and marketing ops
Connects: Apollo, Apify, OpenAI, Airtable, GHL, WordPress, Gmail, Google Drive, Retell AI
AI Brain: nightly refresh of client intelligence data across all accounts
Cameron: AI image generation — routes Generate/Edit jobs, uploads to Drive and Airtable

End-to-end content workflow — from a single form submission all the way to the approval dashboard. The pipeline handles: blog topic generation, long-form writing, image generation, social captions, image editing, data storage, and final delivery into the client approval portal. Zero manual steps between submission and review-ready content.

Form submission triggers the full pipeline automatically
Blog topic research + long-form content generation via GPT-4
AI image generation and editing for every piece of content
Social captions written and formatted per platform
All data stored and synced — content surfaces in the approval dashboard ready to review
End-to-End Content Pipeline Workflow
07
AI Content Creation Engine
Social Media · Long-Form · Multi-Channel
ContentSocial
N8NGeminiOpenAI GPT-4
Live

What you get: a steady stream of on-brand content, produced for you at scale. An automated content engine turns trend data into social posts, long-form articles, and campaign copy — ready to schedule or approve.

Social Media Master Orchestrator: generates 1–7 slide content plans per brand automatically
AI image generation per slide — uploaded to Drive and Airtable for review
Long-form article writer: research → draft → publish pipeline for 4 client sites
Content Analyzer & Recreator: takes top-performing content and repurposes across formats
08
Trend & Competitor Intelligence
Trend Monitoring · Competitor Analysis · Content Signals
TrendsCompetitor
N8NTikTok APITwitter/X
Live

What you get: know what's about to trend before your competitors do. Always-on monitoring across TikTok, LinkedIn, Twitter/X, and the broader web surfaces trending content, competitor moves, and keyword opportunities — while there's still time to act on them.

TikTok Competitor Research: tracks competitors and surfaces top-performing content
Trending Post Recommender: identifies 5 trending topics per brand daily
Twitter/X PR Opportunity Hunter: monitors journalist requests and trending conversations
Keyword Analyzer: impact prioritization from live search data before content is written
09
AI Meeting Notes & Task Automation
Meeting Notes · Action Items · ClickUp · Telegram
MeetingsAction Items
N8NClickUpTelegram
Live

What you get: never lose a follow-up from a meeting again. An AI-powered meeting and project management stack transcribes calls, extracts action items, and creates ClickUp tasks automatically via an AI project manager in Telegram. Every meeting produces a structured output — tasks assigned by project, owners set, and due dates confirmed. No manual notes, no dropped follow-ups.

AI project manager in Telegram — send meeting notes via voice or text, tasks created in ClickUp instantly
Collaborative task tracking: assigns tasks by project (diving project:rick, glenn industrial, general task)
AI extracts action items, assigns owners, and sets due dates from the transcript
Full audit trail: every meeting summary, task count, and outcome logged and confirmed via Telegram
10
Automated Appointment Setting
GHL · Follow-Up Sequences · Calendar Booking
SalesScheduling
N8NGHLTwilio SMS
Live

What you get: leads turn into booked calls on your calendar without a human lifting a finger. A full-cycle appointment pipeline built inside GoHighLevel and N8N: leads come in, sequences fire, follow-ups go out, and calendar slots get booked — the AI handles the first 3–5 touches before a person gets involved.

AI chatbot handles inbound leads, qualifies them, and routes to the right pipeline
Automated email + SMS follow-up sequences with smart timing and personalization
Email scheduling: outreach fires at optimal times (6:50am & 1:50pm cadence)
Opportunities Analyzer: scores and prioritizes active pipeline for sales team

Five active GoHighLevel workflows running across IV20, AWARE Monitoring, and SM Services — handling lead routing, nurture sequences, appointment reminders, calendar booking, and form-to-contact automation. Every pipeline is live and processing real leads daily.

New Lead Opportunity Pipeline — tags-based routing into Dispensary, Partner, Customer, Investor, or Affiliate buckets
Lead Nurture Campaign — 4-email sequence with 1-day delays, open tracking, and auto re-subject for non-openers
IV20 Investor Call Appt. Confirmation — confirmation email + 24hr, 1hr, and 5-min reminder email + SMS
Calendly Workflow — appointment booking across 3 trigger sources → auto-tag + create opportunity
AWARE Contact Us Form — form submit → tag → 2x internal notifications → instant SMS to prospect
Lead Scoring System
📄
Lead Scoring System — Reference Document
Full breakdown of how leads are scored across all tiers — scoring criteria, ICP matching rules, and the composite score formula used across all client accounts.
Open Lead Scoring PDF →
11
Email Outreach & Inbox Automation
Outreach · Inbox Management · Proposal Generation
EmailOutreach
N8NGmail APIOpenAI
Live

What you get: from first cold email to signed proposal, your outreach runs itself. End-to-end email automation covers outbound sequences, inbox monitoring, and AI-assisted responses — handling the cadence, the personalization, and the follow-through.

Inbox Manager: monitors SM Services and IV20 Spirits inboxes — flags and routes key emails
Source Bottle & HARO: auto-monitors media inboxes and replies to journalist requests
Discord Proposal Builder: AI generates customized proposals from a single prompt
Piper (PR Bot): monitors and responds to PR opportunities across all inbound channels
12
Monthly Client Reports
Performance Reporting · KPIs · Deliverables Recap
ReportingClient Delivery
IV20 SpiritsSM Services
Live

What you get: every month you receive a clear report of exactly what was done and what it produced — so you always know where your marketing spend went. Each report covers KPIs, the deliverables shipped, insights on what worked, and next month's focus. Real client samples below.

📊
KPI Dashboard
Every key metric tracked — open rates, leads generated, content published, workflows run, and pipeline activity for the month.
Deliverables Completed
Full recap of what was built and shipped: automations deployed, content created, PR pitches sent, and campaigns launched.
🎯
Next Month's Focus
Priorities, new system builds, and campaign objectives planned for the coming month — aligned to client goals.
💡
Insights & Observations
What worked, what didn't, and where we're doubling down. Data-backed recommendations for the next cycle.
IV20 Spirits End of Month Report · May 2026 Open Full PDF ↗
📄
IV20 Spirits — End of Month Report · May 2026
Full monthly performance report covering KPIs, automations run, content published, PR activity, lead generation results, and priorities for June 2026.
Open Report PDF →
SM Services End of Month Report · May 2026 Open Full PDF ↗
📄
SM Services — End of Month Report · May 2026
Full monthly performance report covering KPIs, automations run, content published, PR activity, lead generation results, and priorities for June 2026.
Open Report PDF →

Free Resource

The Digital
Start-up Playbook.

A phase-based startup framework — from raw idea to a business that works. 40+ modules covering every framework Steven runs in paid client engagements.

3
Phases
40+
Modules
100%
Actionable
Get the Playbook — Free →
Phase 01 · Launch
Build the Right Business, the Right Way
17 modules — Founder fit, business model, funding, validation, and launch.
Phase 02 · Grow
Acquire Customers & Build Repeatable Revenue
Positioning, go-to-market, customer acquisition, and conversion systems.
Phase 03 · Scale
Systemize, Leverage AI & Lead the Company
Operations, AI-powered marketing, and growth from doing to leading.

Section 04 · How We Work

The end-to-end
engagement model.

From day one to an always-on growth engine — this is exactly how we build it.

01
Discovery & Audit

Week 1–2. We audit your current stack, messaging, channels, and data. We find what's working and what's wasting money before building anything new.

02
Positioning Rewrite

Week 2–4. ICP lockdown, positioning framework, and messaging hierarchy. The language investors and buyers repeat back — installed across every channel.

03
System Architecture

Week 3–6. We design the automation stack: which tools, which integrations, which workflows. Mapped to your specific sales motion and team structure.

04
Build & Deploy

Week 4–8. N8N workflows built and deployed. Lead gen, content, PR, appointment setting, and reporting systems all go live in this phase.

05
KPI Dashboard Live

Week 4 (always). A live KPI dashboard reviewed weekly. Every number visible, every metric tied to a decision. No more flying blind.

06
Always-On Engine

Month 2+. The system runs itself. We tune, optimize, and add new automations monthly. One person running the output of a four-person marketing team.

Ready to work together?

Let's build your growth engine.

Book a free 30-minute call. We'll diagnose your stage, your highest-leverage next move, and which engagement fits.

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