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Prepared for

Dr. James Kneller
595 N. Dobson Rd., Ste C48
Chandler, AZ 85224
United States

April 30, 2024

Brian Offenberger
Scottsdale, Arizona 85254
(602) 412-3168


I. Project Overview

The project aims to develop an online practice for Dr. James Kneller. This includes development of a strategic and tactical marketing plan to generate customers and sales for the online practice, the design and construction of a search engine optimized website, design and construction of an online store to sell supplements and virtual appointment services, implementation of the marketing plan, creation and / or optimization of social media profiles, a content plan designed to generate traffic and sales, and establishment, tracking, and reporting of key data analytics performance indicators.

II. Objectives:

  1. Develop a profitable and thriving online practice for Dr. James Kneller.

  2. Implement a strategic plan to grow the business efficiently and profitably.

  3. Give you a profitable, thriving business you can run from anywhere with an internet connection.

III. Benefits:

  1. You’ll have a business you fully own that gives you the lifestyle you desire.

  2. You will diversify your sources of income.

  3. You will dramatically increase the number of people you will help.

IV. About Me:

Learn more about me at



I. Please watch the Opportunities Video.

II. Phase One Actions. Accomplish the following:

  • Create a marketing plan.
  • Gain access to your existing marketing assets (website, social media, Google).

  • Understand your analytics in key performance areas.

  • Develop virtual call offering with Dr. Kneller to sell (registration page, registration confirmation, payment processing, reminder to attend emails, post call survey for testimonials).

  • Review Tech Stack. Make recommendations. Implement as needed.

  • Design website, which includes ALL design, copywriting, programming, etc. Only things not included are custom graphics, photography, videos, or web hosting.
  • Design store, which includes ALL design, copywriting, programming, etc. Only things not included are Shopify store theme (less than $400), custom graphics, photography, or videos.
  • Properly optimize Google Business Profile.

  • Develop an outline of topics to develop content to support business mission.

III. Phase Two Actions. Monetization.

  • Hold a webinar to generate sales. Promote the webinar using social channels and paid social ads.

  • Design, copywrite, and program webinar communication sequence (registration landing page, acknowledgment page, reminder to attend emails, post webinar emails).

  • Post social channel content 2- 3 times a week.

IV. Phase Three Actions. Continue Monetization Activities

  • Hold another webinar and perform all related activities as listed above.

  • Pursue joint venture opportunities with others to improve exposure.

  • Implement cart abandonment email drip sequence.

  • Implement post purchase email sequence.
  • Code everything for tracking purposes.

  • Establish key performance indicator tracking system

V. Phase Four Actions. Marketing Activity Calendar

  • Create and implement a comprehensive marketing activities calendar

VI. Phase Five. Sales Funnels

  • Create and market two sales funnels via social channels, email list and paid social ads.


I. Monthly Program:

  • We shared three plan options in our video for your consideration. 

II. Billing Cycle:

  • Dr. James Kneller will be invoiced for services rendered on a monthly basis.

  • Invoices will be generated on the 1st of each month and will cover 30 days’ worth of work to be completed in the billing period.

III. Payment Terms:

  • Invoices will be due and payable within 15 days from the date of issue.

  • Dr. James Kneller is responsible for ensuring timely payment of all invoices to maintain uninterrupted service and project progress.

  • We add 3% to invoices paid by credit card to cover card processing fees.



Dr. James Kneller will be responsible for project expenses relating to the development work, such as plugins, extensions, or bundled code. If any software purchases are to be made, Dr. James Kneller may have the option to purchase the items directly or authorize Brian Offenberger to purchase the items and invoice Dr. James Kneller for them. Dr. James Kneller will approve all expenses before they are incurred.


Brian Offenberger pays for and lives by project management and communication systems that provide a home for organized, collaborative development discussions and tasking. Email is Brian Offenberger’s project management system used for task and discussion management.

Dr. James Kneller understands that email is used for reporting bugs, sharing feedback on deliverables, collaborating on deliverables, and all other project-related communication. If Dr. James Kneller wishes to have a phone call to discuss the status of the work or a specific concern, Dr. James Kneller understands that they must schedule the call with us via email or our calendar scheduling system.

Brian Offenberger and Dr. James Kneller both agree to work together, in a collaborative manner, to achieve both their goals: efficient timelines, effective deliverables, and paid invoices.


To ensure the project approvals and decisions are always received from a single source, a Client Representative will be delegated and he/she will hold the responsibility of approving work and delivering a clear message of goals to Brian Offenberger.


For the purposes of this Agreement, “Content” includes text, video, and images produced for use by Dr. James Kneller. Provided that all payments have been made, Content and code produced under this Agreement shall be Dr. James Kneller’s property. Dr. James Kneller may choose to copy this Content and code for other projects in the future and Brian Offenberger does not have the right to charge service fees for this usage.

However, the foregoing notwithstanding, Brian Offenberger reserves the right to use code generated and experience gained during this Project for future projects with other clients, and Dr. James Kneller shall have no claim or right against Brian Offenberger or its other clients for use of such code.

Additionally, Brian Offenberger retains the right and/or license to use the work it produces for this Project, in whole or in part, as part of its portfolio of work for marketing purposes.


Dr. James Kneller’s representative, by signing below, warrants that such representative has the authority to bind his/her principal into this Agreement. Dr. James Kneller will review the deliverables from Brian Offenberger, provide feedback, and submit approvals in a timely manner. As Brian Offenberger assigns work in project blocks, should Dr. James Kneller fail to timely respond to requests for review, requests for approval for expenses, or any other communication regarding the development of Dr. James Kneller’s Project, Brian Offenberger shall have the right to suspend work under this Agreement.

Brian Offenberger affirms that it has the experience and ability to do everything outlined in this Agreement and will complete it all in a professional and timely manner. Brian Offenberger will use best efforts to complete the work of this Agreement on time and will maintain the confidentiality of information Dr. James Kneller identifies to it as confidential or proprietary. Upon request, Brian Offenberger will create and execute an appropriate non-disclosure agreement.

Brian Offenberger can’t guarantee that its work will be error-free. Further, Brian Offenberger shall not be liable to Dr. James Kneller or any third-party for damages, including lost profits, lost savings, lost time, lost leads, or any other incidental, consequential, or special damages.

If any provision of this Agreement shall be determined by a court to be unlawful, void, or for any reason is unenforceable, then that provision shall be deemed severable from this Agreement and shall not affect the validity and enforceability of any remaining provisions.

This Agreement is not transferable to anyone else without the permission of Brian Offenberger.

Dr. James Kneller agrees that any action to resolve a dispute of or pertaining to this Agreement shall be brought solely before the state courts in Maricopa County, Arizona. Additionally, the Agreement shall be construed in accordance with Arizona law. If any action is brought to enforce this Agreement, the prevailing Party shall be entitled to an award of reasonable attorneys’ fees, legal expenses, and court costs.


To the maximum extent permitted by law, Dr. James Kneller agrees to limit Brian Offenberger’s liability for Dr. James Kneller’s damages to the sum of one month’s retainer. This limitation shall apply regardless of the cause of action or legal theory plead or asserted.

Notwithstanding any other provision in this Agreement, in no event will Brian Offenberger be liable to any party including Dr. James Kneller for any indirect, punitive, special, incidental or consequential damage in connection with or arising out of this Agreement (including for loss of profits, use, data, or other economic advantages), however, it arises, whether for breach of this Agreement or in tort and even if Brian Offenberger has been previously advised of the possibility of such damage. Further, liability for such damages shall be excluded, even if inclusive remedies provided hereunder fail their essential purpose. Dr. James Kneller further agrees to defend and indemnify Brian Offenberger from and against any claims by any third party for injuries arising from or related to the work of this Agreement, specifically including, but not limited to, claims by any third party of any violation of such party’s copyrights, trade secrets, or other rights pertaining to images used on Dr. James Kneller’s behalf, documentation, information, plugins or other material or code supplied to Brian Offenberger by Dr. James Kneller.


If Dr. James Kneller wishes to terminate the work being performed under this Agreement, a written termination notice must be sent in writing to brian@Brian 30 days prior to the next invoice due date. Work will cease on the final day of the billing period. No refunds will be given at any time. 



Next Steps

Let’s get together to answer your questions and to determine our next action steps. Please grab a meeting time on my scheduler at

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