Offer Worksheet
How to read this worksheet
Maxxim has two offer surfaces, and this worksheet treats both. The partner offer is what Maxxim sells to trusted operators: two open doors, license to deliver or refer for an optional finder's fee. The end-client offer is what those partners deliver through Maxxim: a complete, gated 3D engagement priced along a ladder. Every section below names which surface it addresses. The end-client offer is the product the partner offer scales, so the proof, transformation, and pricing of the end-client work are also the proof of the partner economics.
The offer now rests on a concrete, in-market embodiment: Jewell is a live partner running on Maxxim. Jewell presents Maxxim as its engine and articulates the split cleanly. Jewell owns the human 20 percent (trust, taste, judgement, one named partner accountable for the number). Maxxim is the machine 80 percent (volume at machine speed, human-checked at every stage). This is the first real proof that the partner model works, and it is the sharpest available picture of what the offer delivers.
Pricing anchors quoted here are real. Partner economics splits, percentages, floors, clips, finder's-fee rates, and caps are illustrative and pending pilots. The structure is set. The numbers are not. Every economic percentage is flagged in line. Several offer elements remain [OPEN] per Master Briefing v2.1 and are carried as open questions rather than invented. Jewell's own offer ladder is Jewell's packaging, not Maxxim's, and is attributed to Jewell wherever it appears.
1. General Info
Product or service
- Partner offer: a license to deliver Jewell's 3D Process at agency grade under the operator's own brand, powered by Maxxim and its AI agent Max; or a referral arrangement that pays an optional finder's fee for sending a client in.
- End-client offer: a gated 3D marketing engagement (Discover, Design, Deploy, then Deepen) that produces a complete strategy plus launched, owned assets, delivered in days not months, with a named human accountable at every gate.
What actually runs the work (product mechanics)
The engagement is carried by three named AI specialists, each one a process, each one human-checked:
- Max does the words: strategy, plans, copy, briefs, summaries, and drives the tools. Max works inside Claude Cowork and is Map, Assemble, eXecute.
- Sal does the pixels in the Design Studio: logos, brand imagery, collateral, video. Sal is Start, Adapt, Lock.
- Pip runs social in the Social Studio: drafts posts and, on approval, publishes them. Pip is Prepare, Inspect, Post.
Work is gated and mechanical. Creative unlocks only as the briefs it depends on exist: the logo needs the Logo Brief, brand imagery needs the Brand Guidelines, photo and video need the Photo and Video Brief, collateral needs Brand Guidelines plus a locked logo, campaign pieces need the Design Brief plus a locked logo, and the Social Studio unlocks only once the Social Strategy exists. Documents save to Maxxim's secure storage and surface on the dashboard; client websites ship as Astro on Cloudflare Pages, locked by default and unlockable to hand-editable HTML as a one-way door; clients can be given a read-only portal with a private business assistant, Ari. Costs are logged per action for owners only and are never shown to partners or clients.
Business model
Platform plus partner channel. Maxxim is the platform; partners are the scale mechanism; Jewell owns the method. Revenue is a platform floor plus a per-engagement clip scaled by lead source, alongside finder's fees, specialist packaging margin, and Jewell-direct delivery. Floor and clip rates are [illustrative, pending pilots]. Only the thin layer (Max plus the engine) is built in-house; everything else is deliberately leaned on, which keeps cost-to-serve low and is part of why the economics can work.
Target market
- Primary (partner offer): trusted operators who have judgement without a machine, or tools without a method. Named early channel: Alex / 3P (around 36 opportunities), Arran Aitken (tradie database), Greg Johnson (referrer), Christy Kilmartin (referrer or specialist, two hats kept separate). Jewell itself is the flagship live partner.
- Secondary (end-client offer): SMEs being commercialised through a partner, ranging from tradies and local businesses to mid-market premium accounts.
2. Current State and Goals
The partner, in their own words
"I can do agency-grade work, but I cannot do it repeatably or at scale. I either have the judgement and no machine, or a pile of AI tools and no method I can stand behind. I want to monetise my network and my skill without becoming a slow, overhead-heavy agency. I need a way to put my name on the output and mean it." The partner wants a repeatable engine that lets them run a complete, gated engagement under their own relationship, keep the margin, and guarantee the quality. The live Jewell partner shows the shape of the answer: enter through the human, hand the volume to the machine, keep one named person accountable for the number.
The end client, in their own words
"I need marketing that actually works, without a big retainer or a six-month wait. Agencies are slow, expensive, and opaque. The AI tools are overwhelming and I have no one to vouch for what comes out. I want a real strategy and a launched site I own, fast, with a person accountable for the quality." The end client wants finished outcomes and owned assets, delivered in days, with a named human standing behind them.
3. Solution Overview
Maxxim productises one proven method and breaks the old trade-off. Good, fast, cheap, the bet is you can have all three, because AI carries the repeatable volume while the human stays exactly where quality is decided. Max, Sal, and Pip run the repeatable 80 percent of a marketing engagement at machine speed. An accountable human partner owns the 20 percent clients actually pay for: trust, taste, judgement, and the relationship. AI proposes, the human decides and signs off. The partner licenses or refers; Maxxim does the heavy lifting through a gated 3D Process, then Deepen compounds the result once the engine is live; the end client receives a complete strategy and launched assets they own outright, with a named human signing off at every gate. This is the trustworthy middle between slow, opaque legacy agencies and risky, effort-heavy pure-AI tools. Jewell, live and in market, is the working proof of it.
4. Benefits
Partner offer
- Deliver a complete, gated 3D engagement under your own brand without building a method, a team, or an AI toolchain from scratch. The machine 80 percent is provided; you own the human 20 percent.
- Keep the client margin; pay Maxxim a platform floor plus a per-engagement clip [split illustrative, pending pilots].
- Turn a network into recurring revenue through the refer door, with an optional one-off finder's fee on conversion [rate illustrative, pending pilots], no method access or delivery work required.
- Stand behind the output: a human signs off at every gate, so the work is something you can put your name on. One named partner owns each client relationship, the single non-negotiable public rule.
- Move from founder-capped to repeatable: deliver many engagements at machine speed without your personal hours being the ceiling.
- Costs are invisible at the partner surface; you price the client relationship and keep the margin without the platform's per-action costs ever showing.
End-client offer
- A complete strategy plus launched assets in days, not the months a traditional agency takes.
- Assets owned outright by the client. The Pottsville Acupuncture site is owned by the client and publicly launched. Websites ship on the client's own domain and can be unlocked to hand-editable HTML if they want full control.
- A named human accountable for quality at every gate, not an opaque agency black box or an unaccountable AI tool.
- Entry at a fixed, low-risk price (Growth Diagnostic at $4,950, credited toward the engagement) rather than an open-ended retainer.
- A compounding improvement loop after launch (Deepen) rather than a one-off project that decays.
- An optional read-only portal with a private assistant (Ari) for files and help, so the client keeps a live line into their own work.
5. Features to Benefits Mapping
| Feature | Benefit |
|---|---|
| Max, Sal, and Pip run the repeatable 80 percent (words, pixels, social) at machine speed | Partners deliver agency-grade work fast without staffing up; end clients get finished work in days not months |
| Human partner owns the 20 percent (trust, taste, judgement, relationship) and signs off at each gate | Output a partner can put their name on; an accountable person an end client can trust; AI proposes, the human decides |
| Gated, mechanical unlocking (3D plus Deepen) | No phase or creative asset proceeds until the brief it depends on exists and is signed off, so quality and direction are controlled, not assumed |
| Two open doors: license to deliver, or refer for a finder's fee | Operators choose hands-on margin or hands-off referral income with no forced commitment |
| One named partner owns each client relationship | Clear accountability for the number; the client always has a person, never a black box |
| Floor plus clip revenue model scaled by lead source | Partners keep more when they source the client; predictable platform cost [%, floor, clip illustrative, pending pilots] |
| Growth Diagnostic / Discovery Sprint, credited toward the engagement | End clients try the method for $4,950 with the fee recovered if they proceed, removing first-step risk |
| Client owns the launched assets outright, on their own domain | End clients are not held hostage by an agency; the site and strategy are theirs (proven with Pottsville) |
| Deepen loop after launch | Compounding improvement and recurring revenue after launch, the highest-value line over time |
| Specialist add-on modules | Scoped expertise (brand, campaign) layered onto an engagement without the specialist owning the client |
| Deliberately leaned-on tooling; only the thin layer built in-house; per-action costs hidden from partners and clients | Low cost-to-serve and clean pricing surfaces, which is part of why the partner economics can work |
6. Offer Structure
Partner offer (structure set; economics illustrative, pending pilots)
- License to deliver: standard productised terms, a light quality gate, the operator owns and runs the client relationship, keeps the client margin, and pays a monthly platform floor plus a per-engagement clip. Floor and clip [illustrative, pending pilots]. The clip scales by lead source: partner-sourced means the partner keeps more; Maxxim-sourced means Maxxim keeps more [split illustrative, pending pilots].
- Refer for an optional finder's fee: anyone can refer a client in; an optional one-off finder's fee is paid on conversion or as goodwill, set against gross margin not headline price [rate illustrative, pending pilots]. No method access or delivery obligation. Who referred, the fee, whether it is one-off or trailing, and the window are documented before the client starts.
- Specialist module: a scoped expert engagement (for example brand or campaign work). The specialist is paid a module fee and does not become the client owner. Maxxim clips packaging margin only when it sources the work.
The founding cohort of 5 to 8 partners (July to September 2026) is the proving ground. Pilot terms are deliberately open so the economics can be set from real runs rather than guessed.
How the flow runs (from the live Jewell partner pattern)
Client enters through the human partner. Discover is always human. Design and Deploy hand off to Maxxim at scale once the judgement work is set. One named partner owns the relationship end to end. This is the concrete pattern Jewell now demonstrates in market, and it is the reference shape for every partner. Partner commercial terms are confidential and never published; the only public line is that one partner owns each client relationship.
End-client offer (the 3D engagement)
- Entry: Growth Diagnostic / Discovery Sprint. A scoped diagnosis that opens the engagement, credited toward the full engagement if the client proceeds.
- Core engagement: the full 3D Process across Discover, Design, and Deploy, gated, with partner sign-off at each gate and the end-client outcome delivered in days not months. Deliverables include the complete strategy and launched, owned assets (a website is one path, not the definition).
- Recurring: Deepen, the compounding improvement loop modelled on the Pottsville pattern.
- Add-ons: specialist modules layered as scoped extras.
The front-door product (the single first thing a partner leads with to an end client) is [OPEN, do not invent] for Maxxim per v2.1 and is carried as an open question for the founding cohort to resolve. Jewell packages its own ladder as Growth Diagnostic, then a recurring Fractional CMO engine, then Maxxim at scale; that is Jewell's packaging as a partner, and the Fractional CMO model and front-door product remain [OPEN] for the Maxxim brand.
7. Price and Packaging
End-client pricing ladder (real anchors)
| Tier | Price anchor | Notes |
|---|---|---|
| Growth Diagnostic / Discovery Sprint (entry) | $4,950 | Credited toward the engagement; the low-risk first step |
| Core 3D Engagement, tradie / local | Illustrative | Tier confirmed; exact figure illustrative, pending pilots |
| Core 3D Engagement, SME mid | Illustrative | Tier confirmed; exact figure illustrative, pending pilots |
| Core 3D Engagement, premium | $25,000 to $250,000 | Recent full run around $80,000 |
| Specialist add-on | Around $1,500 | Scoped module fee |
| Deepen (recurring) | The compounding line | Recurring; the Pottsville pattern. Rate to confirm through pilots |
Partner platform economics (structure set; figures illustrative, pending pilots)
- Platform floor: a monthly platform access fee per active partner [illustrative, pending pilots].
- Per-engagement clip: a share per engagement scaled by lead source [% illustrative, pending pilots].
- Cap on big upfronts: on premium engagements ($25K to $250K), cap the clip or apply a fixed enablement fee so the platform share does not balloon on a single large deal [cap illustrative, pending pilots].
- Finder's fee: a one-off percentage of the first paid engagement on conversion, set against gross margin [% illustrative, pending pilots].
Unit economics to lock through the pilots: contribution margin per engagement, cost-to-serve per partner, client LTV, and break-even partner count. None of these is settled and none should be presented as locked. Deliberately leaned-on tooling keeps cost-to-serve low, which is what makes a low floor and a modest clip plausible, but the figures still have to be proven from real runs.
Sharpest packaging call: lead the end-client offer with the $4,950 Growth Diagnostic as the universal front step. It is the only fully settled price, it is low risk because it is credited toward the engagement, and it qualifies the client before any partner commits delivery time. It also gives the founding cohort a clean, repeatable first sale to run, which is exactly what generates the pilot data needed to set the floor, clip, and cap. Whether the Diagnostic is the front-door product or a gateway to one remains [OPEN] for Maxxim; the recommendation is to use it as the consistent entry point while that question is resolved.
8. Promise
Partner offer: license the proven method and run agency-grade growth at scale under your own name, keep the margin, and stand behind every result. You own the judgement; the machine carries the volume.
End-client offer: a complete strategy and launched assets you own outright, delivered in days not months, with a named human accountable for the quality at every step.
9. Proof
Proof is governed by clearance rules. The items below respect them exactly: Pottsville is public, OTR is internal only, Hidrive is percentages only.
- Pottsville Acupuncture (public, cleared, lead proof): a full 3D run for a local allied-health business, with a launched website the client owns outright. This is the lead case study and the only proof cleared for public use. It demonstrates the complete promise: gated process, launched owned assets, real local client.
- Jewell, a live partner running on Maxxim: the first real proof the partner model works. Jewell presents Maxxim as its engine, owns the human 20 percent, and hands Design and Deploy to Maxxim at scale. Jewell's own named results (for example a client at +300 percent revenue, and others) sit under Jewell's banner and demonstrate that the method works and that Maxxim's flagship partner is a 35-year operator. They are Jewell's proof, not Maxxim's own public proof; cite them as Jewell's.
- Multi-year track record through Jewell: the 3D Process has been run with real clients for years with documented successes. The method is not a prototype; Maxxim productises a proven, human-run process.
- OTR Earthmover (internal only): a delivered run that informs the method internally. Not for public display.
- Hidrive (percentages only): measured improvement is available as percentages only, and only with clearance before any public use.
- Recent full premium run around $80,000: evidence that the premium tier of the ladder is real and transacted, not theoretical.
Highest-value proof action: source additional cleared, named end-client results under the Maxxim banner beyond Pottsville. Confirm which runs (BTC, Jewell Tyres, and others currently internal or under Jewell's banner) can be shown as Maxxim's own public proof, and in what form. More cleared proof directly strengthens both the partner pitch and the end-client close.
10. Guarantees
No formal guarantee is documented yet. Two risk reversals are recommended, each tuned to a surface.
- End-client risk reversal (already structurally present): the $4,950 Growth Diagnostic is credited toward the engagement, so the first step costs nothing extra if the client proceeds. Make this explicit as the headline guarantee: "Your Diagnostic fee comes off your engagement." The gated process already pauses for sign-off at each phase, and because creative work only unlocks as its briefs exist, sign-off is the natural place to offer a stop-or-continue assurance.
- Partner risk reversal (recommended for the founding cohort): founding-cohort terms can include a low or waived platform floor for the pilot window, so a partner