YouTube breakdown
Truly done-for-you content that turns views into clients. You record once a month, we handle the strategy, scripting, editing, packaging, posting and follow-up. We even hold you accountable so you actually press record.
Personal breakdown built for:
Trusted by 50+ founders & creators
What's inside this breakdown
The exact YouTube playbook tailored to high-income business owners ($250K+) who want to redirect six figures in annual tax liability into seven-figure retirement savings through cash balance plans and owner benefit strategies.
Every video title, hook, and funnel position — laid out week by week.
The four content lanes that map directly to Oakwood Summit's funnel.
Designed to convert YouTube viewers into qualified leads for Oakwood Summit.
A complete, ready-to-record script for the first video — exactly how we'd write it.
The full monthly production package, broken down deliverable-by-deliverable.
Why we built this for you
We decided to build out this MASSIVE package for you because we're pretty sure we can help you drive more Tax Savings Analysis calls and CPA referral partnerships via content.
YouTube has a steep learning curve, and it can be a bit of a grind to figure out.
I'm guessing you don't have heaps of extra time to churn out content — between designing cash balance plans, coordinating with CPA and advisor partners, and running confidential strategy reviews for business owners earning $250K+.
So, we can handle all that content work for you.
We're pretty sure we can guarantee you a sh*t ton of meetings and drive more leads for Oakwood Summit.
This morning David, I was looking through Oakwood Summit and what stood out is how deliberately you've built a referral-first firm around one contrarian idea: "Most advisors focus on investments. We focus on efficiency." Your homepage leads with a $100K+ tax-reduction promise, your Partnerships page positions you as the specialist CPAs and wealth managers introduce — not compete with — and your Digital Pipeline case study shows $200K+ in revenue from referral partners with a 20x ROI. You've even published cash balance plan strategy in the NAEPC Journal of Estate & Tax Planning. That's real authority. But here's the thing: your YouTube channel doesn't exist. Not underperforming — literally doesn't exist. Meanwhile Sherman (My CPA Coach) and Ivy Smart Tax are capturing the exact searches your ICP types: "5 year-end tax strategies for business owners," "how $50K+ gets lost to bad tax structure," "cash balance plan tax savings." Business owners earning $700K who could redirect $200K annually — the story on your Partnerships page — never see that proof on YouTube. Your Cash Balance Plan Webinar lives on Google Drive via Alignable instead of compounding as searchable content. CPAs who should be sending you clients have no "how to introduce advanced pension planning" video library to share. Your efficiency-first angle — better structure, not better returns — is exactly what high-income owners are searching for. Nobody in your lane owns that narrative on YouTube yet.
Simply put, we want to help you get more leads and ultimately more clients through organic YouTube content.
P.S. This entire doc breaks down exactly how we want to help you achieve that.
The next 12 weeks
Brand-defining meta video matching your homepage hook. Explains the efficiency-first Oakwood Summit philosophy and lays out the 12-week content plan.
Top of The FunnelHigh-intent MOF explainer on the core product. Covers contribution ranges, IRS compliance, and who qualifies — routes to Tax Savings Assessment.
Middle of The FunnelCase study BOF inspired by your Partnerships page proof. Specific numbers, structure change, no fluff — drives strategy call bookings.
Bottom of The FunnelTOF search capture competing with Sherman (My CPA Coach). Positions David as the proactive planner, not the reactive preparer.
Top of The FunnelStructure-first MOF video mirroring the "better structure, not better returns" positioning. Captures owners who grew revenue but not strategy.
Middle of The FunnelPartner-facing MOF content for your referral GTM. Educates CPAs on when to introduce Oakwood Summit without disrupting their client relationship.
Middle of The FunnelMOF deep-dive on executive benefits — tax-deductible to the business, retention tool for key employees. Expands beyond owner-only planning.
Middle of The FunnelProcess BOF — confidential review walkthrough, what documents you need, what outcomes look like. Pre-empts "what happens on the call" friction.
Bottom of The FunnelExit-planning TOF tied to NAEPC article themes. Captures attorneys and aging business owners searching exit alternatives.
Top of The FunnelHybrid case study with a referral partner — mirrors Digital Pipeline $200K narrative. Builds B2B trust and owner-facing proof simultaneously.
Bottom of The FunnelFAQ-driven MOF addressing the #1 objection on your FAQ page. Builds trust before the strategy call.
Middle of The FunnelClosing BOF video with clear CTA to Request Your Tax Savings Analysis. Ties all buckets into one conversion path.
Bottom of The FunnelWhat clients are saying
Featured wins
I've been making videos for years and never had one hit numbers like this. Hampus and the team handle everything I don't want to think about so I can just show up and talk.— Simon Squibb
Hampus has been a game-changer. He sticks to deadlines, works fast, and most importantly, he just gets the brief. No endless edits, no wasted time. He's ambitious, driven, and reliable. I can't recommend him enough.— Scott Thomas
The biggest thing for me was finally having a real system instead of just guessing. Hampus took the whole content side off my plate and the results spoke for themselves.— Jonni Shreve
Real numbers
Direct messages, Fiverr reviews, raw screenshots. The kind of feedback you can't fake. Hover any card to zoom in.
Your strategy
Top-of-funnel discovery for owners asking "Am I overpaying in taxes?" and "How much could I redirect?" Mirrors your homepage hook and Tax Savings Assessment CTA — captures cold search before they ever talk to a CPA.
Middle-of-funnel explainers on the exact structures Oakwood Summit implements — cash balance plans stacked on 401(k)s, executive benefit plans, six-figure deductible contributions. Converts viewers who already know they need something beyond a traditional retirement plan.
Bottom-of-funnel content tied to your NAEPC positioning — attorneys and business owners searching how to fund retirement and exit without a sale. Positions Oakwood Summit as the structure specialist advisors refer in.
Real referral-partner and client stories — the $700K earner redirecting ~$200K annually, CPA partners who opened new revenue lines, owners who built seven-figure retirement balances. Pre-empts "is this legal / does this work for someone like me" before the strategy call.
Overall YouTube Strategy
Content bucket -> CTA midway through the video to download the lead magnet -> CTA to another related video if they don't opt in -> lead magnet captures email -> nurture sequence warms them toward booking a Tax Savings Analysis -> close the deal.
Your Unique Lead Magnet
Most high-income business owners assume their CPA has already optimized everything — until they see how much tax liability could legally redirect into retirement through cash balance plans, owner benefit structures, and coordinated exit planning. This scorecard is the same five-question filter Oakwood Summit uses before a confidential Tax Savings Analysis: income profile, entity structure, retirement contribution gaps, advisor coordination, and exit timeline. Built for owners earning $250K+ who want to know — in ten minutes — whether they're candidates for six-figure annual tax reduction without disrupting their existing CPA or wealth manager relationship.
What's inside:
Bonus #2
We wrote the full script for the first video in the plan — hook, story, three teaching points, CTAs, the whole thing. Tap below to read it.
Video Title: Are You Overpaying $100K+ In Taxes Every Year? Introduction: Clear Offer: This video shows high-income business owners how to tell if they're unnecessarily losing six figures to taxes every year — and what to do about it before December 31st locks in another overpayment. Relate to Viewer: If you're successful on paper but watch a massive chunk of profit disappear to taxes before it ever hits your personal balance sheet, you're not alone — and it's usually not an income problem. It's a structure problem. Social Proof: I'm David Swanson, Managing Partner at Oakwood Summit. We help business owners earning $250K+ identify advanced planning strategies — cash balance plans, owner benefit structures, exit planning — designed to improve tax efficiency and build seven-figure retirement savings. Our firm has generated $200K+ through CPA referral partnerships because the strategy works when it's implemented correctly. Open Loop: By the end of this video, you'll know the three signs you're overpaying, the one structural shift that fixes most leaks, and exactly how to find out how much you could redirect — legally and IRS-compliant. Quick Story: A CPA partner introduced a client earning roughly $700K a year. Great business. Strong revenue. Consistent profits. On paper, everything looked fine. Except nearly $200,000 a year was walking out the door in unnecessary tax liability — not because they were doing anything wrong, but because nobody had ever shown them how to turn that tax bill into personal wealth through the right pension and owner benefit structure. We analyzed, designed, and implemented a tailored plan. The CPA stayed the trusted advisor. Oakwood Summit handled the specialized strategy. The owner redirected six figures annually into retirement while strengthening their long-term exit position. That's not a fantasy number. That's what happens when efficiency comes before chasing higher returns. Point 1: Revenue Success Doesn't Mean Tax Efficiency Why this matters: Most business owners focus on growing top line. Oakwood Summit focuses on what stays after taxes — because for many owners, the greatest wealth-building opportunity isn't a new investment. It's a better structure. What to focus on: If you're earning $250K+ with high tax exposure and consistent earnings, you're exactly the profile where advanced planning pays for itself many times over. A simple explanation: You can win at revenue and still lose at wealth building if your tax strategy was designed for a smaller business three years ago. CTA to Lead Magnet (30% Through The Video): Want to see how much you might be able to redirect? Download the Business Owner Tax Efficiency Scorecard in the description — five questions that reveal whether you're leaving six figures on the table. Point 2: The Three Signs You're Overpaying Why this matters: Overpayment rarely shows up as one big mistake. It shows up as compounding leaks — self-employment tax on the wrong income classification, maxed 401(k) with no cash balance layer, no coordinated exit plan. What to focus on: Sign one — you've maxed traditional retirement accounts but still owe massive taxes. Sign two — your income grew but your entity structure didn't. Sign three — no advisor has ever modeled redirecting tax dollars into pension contributions. A simple explanation: If nobody on your advisory team talks about structure before investments, you're probably overpaying. Point 3: What To Do Next (Without Replacing Your Current Advisors) Why this matters: Oakwood Summit doesn't replace your CPA or wealth manager. We coordinate alongside them — exactly how your referral partners already work with you. What to focus on: The first step is a confidential Tax Savings Analysis — we look at your income, structure, and goals, then show you what's possible. A simple explanation: You don't need a new team. You need one missing specialist in the room. CTA to Service (70% Through The Video): If those three signs hit home, book your Tax Savings Analysis with Oakwood Summit. Link's in the description. Confidential review — we'll tell you honestly whether advanced planning makes sense for your situation.
If we worked together
You hit the record button once a month & never worry about content again.
We create a full long-term strategy that helps you make more sales.
4 professionally edited videos monthly.
4 professionally scripted videos.
We want 2 thumbnails per video in order to A/B test them.
12 short clips per month cut from your long-form videos — for YT Shorts, Reels, and TikTok.
2 unique lead magnets to attract potential customers.
16 emails each month (per lead magnet) to constantly provide value.
1 unique email sequence for new joiners on your email list.
All your videos & lead magnets posted on your behalf.
Past work
Example 1
Example 2
Example 3
Best way to know if you'll like working with us?
Process For The FREE Video
Hop on a call with me so we can prepare everything for you.
Just record the video & send us the footage & we'll take care of the rest!
We'll create a unique thumbnail that will guarantee clicks for your video.
We'll edit your video for maximum sales.
We'll optimize the video for sales & post it for you too.
Your video is live & all you had to do was press record.
P.S. Calendar is completely open for you, so book any time you like!
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Common questions
We start by mapping out a long-term YouTube strategy that's built around your audience and your sales goals. Once the direction is set, we create detailed scripts for your 4 monthly videos.
Each script is designed to:
Your role is simple: review the scripts, record once a month, and we take care of the rest — editing, publishing, and even the email nurture. The whole process is set up so your content consistently builds trust and brings in leads without you needing to micromanage.
At the end of the day, success comes down to one thing: quality inbound leads showing up for you.
We track that by looking at the strongest signals of inbound growth — views, watch time, engagement, and how many people are joining your email list and booking calls from the content.
When these metrics trend upward, your ideal clients are actually learning from your content. And if they're gaining value from free videos, they're much more likely to take the next step and invest in your paid service.
Most serious buyers do their homework before they ever reach out. They're checking your LinkedIn, your website, and — increasingly — your YouTube. A real channel becomes the place where they get to see how you think, decide whether they trust you, and pre-qualify themselves before the call.
So even if cold outreach or ads are already filling your pipeline, YouTube does two things on top:
You don't have to swap one for the other. Stack them.
No. We've helped clients close real money with channels that were close to zero. The key isn't subscriber count — it's whether the content is hitting the exact people who could actually buy from you.
A 300-subscriber channel built around a sharp niche and a real offer can outperform a 100K channel with no funnel behind it. Views you can't convert aren't worth chasing. We build the funnel first, then drive search-intent traffic into it.
If you're starting from 0, that's actually an advantage: no legacy audience to confuse, no old content to repackage. Clean slate, right strategy.
Almost everyone who's "tried YouTube" tried part of it. A few videos. No strategy. No funnel. No nurture. No consistency. Then they burnt out at month two and called it failed.
What we run is a full system: positioning, content lanes, scripting, packaging, editing, lead magnets, email sequences, and accountability so things actually ship. When all of those pieces fire together, the math changes — same effort, completely different result.
If your last attempt was a few videos thrown at the wall, this isn't the same thing.
That's exactly what we're here for. We handle the blank page so you never have to stare at one.
You get full, recording-ready scripts every month — hooks written, stories outlined, CTAs placed, even the on-screen prompts mapped out. Your only job is to show up, hit record, and read it in your own voice. Most clients do all 4 monthly videos in a single batch shoot once a month.
An editor cuts your footage. That's roughly 10% of what makes a YouTube channel actually drive leads.
We run the whole back-end: strategy → scripts → packaging → editing → SEO → posting → lead magnets → email nurture → accountability. A standalone editor leaves you holding 90% of the work that determines whether your content actually converts.
Three featured client wins above (Simon Squibb, Scott Thomas, Jonni Shreve) plus 50+ founders and creators across coaching, B2B, fitness, finance, and e-commerce. The "Wall of actual client results" section higher up shows the unfiltered receipts.
Once your video is submitted, we deliver all of the following within 1 week:
Note: we send all your scripts at once (unless you ask us not to) and work on all your videos in parallel. That's how we keep turnaround fast.
It'll be hard to find someone else who does all of this at the same success rate as us.
| HJ Creatives | Content Agency | YouTube Coach | Editor | Just You | |
|---|---|---|---|---|---|
| Audience Research for Better YT Content | ✓ | – | ✓ | ✕ | ✕ |
| Full Content Strategy for Maximum Sales | ✓ | – | ✓ | ✕ | ✕ |
| Ideate, Script, Edit & Package Videos for Profit | ✓ | ✓ | – | ✕ | ✕ |
| Email List Building & Nurturing | ✓ | ✕ | ✕ | ✕ | ✕ |
| Record Just Once A Month | ✓ | ✕ | ✕ | – | ✕ |
Book a 30-minute call. No pitch, no slides — just a real conversation about what YouTube could do for Oakwood Summit.