Growth Meeting — Weekly Agenda
Whitelisting · LinkedIn Ads · Creator Strategy · Content · Partner Infra
Aug 25, 2026
6
Agenda Items
8
Creators Active
3
New Creators in Talks
Whitelisting Program
01
Whitelisting and Creator Schedule
Current Creator Status
8 creators
Chase Dimond — Posted on LinkedIn with strong engagement. We gave Happy Stack the green light to begin running his content.
Greg Meade — Scheduled to post on LinkedIn and Threads this week. We are also working on the production of his video.
DTC — Content is ready and approved. We are coordinating posting dates.
Luke Kostka — One video is live. Two additional videos are complete and in final edits.
Natalie Holloway — Agreed to move forward. Her contract is going out today.
Eli Weiss — His initial post had low engagement, so we took it down. We are revising and reposting it this week.
Nykelle Schlofman — Posted on LinkedIn yesterday, but the post received very low engagement. We are considering removing it and posting different content for LinkedIn whitelisting. Nykelle is also developing static ads to test through Meta and Instagram whitelisting.
Curtis Howland — His LinkedIn post and Substack content are written and ready. We only need to send his contract. We have held off while evaluating early creator performance.
Curtis and a few additional creators are still part of the original $30,000 whitelisting budget.
New Creators in Active Conversations
3
We are currently gathering pricing from:
Josh Aharonoff, CPA — 485K+ LinkedIn followers. Founder of Mighty Digits and Model Wiz, with a strong finance and financial-modeling audience.
Caleb Kruse, Mr. Paid Social — 400K+ followers across social platforms and 18K+ on LinkedIn. Paid-media expert with experience managing more than $150 million in ad spend.
Michael Jones — 41K+ LinkedIn followers. Founding Partner at Science, with experience helping scale brands including Liquid Death, Dollar Shave Club, Rover, and Scopely.
All three have expressed interest, and we are gathering pricing now. They would be potential additions depending on pricing and the decision around the next phase of whitelisting spend.
Discussion
After activating the remaining creators within the original $30,000, do we want to assess performance before committing the next $30,000, or continue conversations so we are ready to move quickly once pricing is finalized?
02
Whitelisting Platform and Leadsie Setup
Approval needed
The whitelisting platform and access process still need to be finalized
Motif has requested that we use Leadsie to streamline account access and permissions
Dash.fi should ultimately create and own the Leadsie account
Our team can then coordinate setup and creator onboarding with Motif
Approval Needed
Can Dash.fi move forward with setting up the Leadsie account?
LinkedIn & Employee Advocacy
03
LinkedIn Thought Leader Ads
We would like to launch LinkedIn Thought Leader Ads through Happy Stack using content from people across the Dash.fi team
Initial Opportunity — Chris Thurman
Chris has several existing organic posts that could be slightly adjusted and repurposed as Thought Leader Ads
Approval Needed
Can we adapt Chris's existing posts and coordinate the first test with Happy Stack?
Additional Potential Profiles
Zach Johnson — Company vision, industry shifts, and financial infrastructure
Nicole Boyle — Partnerships, agency relationships, and opportunities partners are identifying
Select sales representatives — Real customer stories, common challenges, and customer outcomes
Select product team members — What Dash.fi is building, key product capabilities, and the problems being solved for high-growth advertisers
Customer stories could be anonymized or shared with permission where appropriate
Our team can interview each person, develop content in their voice, coordinate posting schedules, and manage the process with Happy Stack
Why Employee-Led Content
LinkedIn has reported that content shared by employees receives approximately 2× the click-through rate of the same content shared by a company. Employees' combined networks are also typically 10× larger than the audience following a company page.
2×
Higher CTR vs. company posts
10×
Larger combined employee audience
When Promoted as Thought Leader Ads
+252%
Higher click-through rate
−62%
Lower cost per click
+48%
Higher lead-form completion
−23%
Lower cost per lead
These figures compare LinkedIn Thought Leader Ads with standard single-image campaign benchmarks.
Discussion
Who across leadership, partnerships, sales, and product should we prioritize for the first group?
Creator Strategy
04
New Social and Creator Account Strategy
30-day pilot
We have been researching Brex's creator-led growth strategy with SideShift and would like to test a smaller version for Dash.fi
According to the SideShift Brex Case Study, Brex Generated
5.1M+
Organic views in 4 weeks
500+
Short-form videos
<$5
CPM across the content
3×
Growth in top-of-funnel reach
The strategy made financial content more entertaining by turning familiar workplace and spend-management situations into short, funny, creator-led videos
Proposed Dash.fi Pilot
3–5 creators
We would test the strategy with three to five creators over 30 days. Each creator would:
Create 30 original short-form videos
Cross-post every video across TikTok, Instagram, and Facebook
Generate approximately 90 total posts
Create new social accounts dedicated to the content
Use primarily simple B-roll with short text overlays
Provide Dash.fi with whitelisting rights to the strongest-performing content
Across 3–5 Creators, the Pilot Would Produce
90–150
Original videos
270–450
Total social posts
A large pool of organically tested content that could be repurposed across Dash.fi's owned social channels and paid campaigns. We would also set up ManyChat to automatically send the Dash.fi demo link when someone requests it through a comment or direct message.
Sample Content Concepts
6
We have developed a larger library of employee-style concepts covering card declines, daily payment management, rewards, scaling, and relatable workplace situations. These would primarily use simple B-roll with text overlays — we'd test different situations and hooks organically, then whitelist and amplify the concepts that perform best.
Three Drinks In
POV: You're three drinks in when your boss calls because the company card declined on Meta.
This feels like a problem for sober you.
Use Dash.fi. Party in peace.
The 2 A.M. Call
POV: It's 2:07 a.m. and the company card just declined on your best Meta campaign.
Your company card should not be your emergency contact.
Use Dash.fi. Go back to sleep.
Daily Payoff Duty
POV: You pay off the company credit card every morning so the ads can run again tomorrow.
Somehow this is part of your job.
Use Dash.fi. Delete the calendar reminder.
The CEO Says Yes
POV: You finally convince the CEO to double the ad budget.
The company card votes no.
Use Dash.fi. Scale the campaign.
Points and Salary
POV: You tell your boss how many points the company earned from ad spend.
He asks if the points can pay your salary.
Use Dash.fi. Keep your job.
The Ads Start Working
POV: The ads finally start working.
The bank celebrates by declining the card.
Use Dash.fi. Let success be less stressful.
Proposal
Allocate $3,000 from the remaining original $30,000 whitelisting budget to test this strategy with three to five creators.
Content & Campaigns
05
Social Content Direction
We developed stat-led social content from the Meta invoicing article Lars shared
The focus is on the potential reduction in ad spend rather than simply the loss of credit card rewards
Example Posts
3
Example 1
Meta calls it a billing change.
Select high-spend advertisers are treating it as a reason to cut their budgets by 25% to 35%.
Read: What Rights Do Advertisers Have When Meta Changes Payment Terms? →
Select high-spend advertisers are treating it as a reason to cut their budgets by 25% to 35%.
Example 2
20 advertisers.
$32M in monthly Meta spend.
Potential cuts of 25% to 35%.
Approximately $115M in annual revenue could be at risk.
Read: What Rights Do Advertisers Have When Meta Changes Payment Terms? →
$32M in monthly Meta spend.
Potential cuts of 25% to 35%.
Approximately $115M in annual revenue could be at risk.
Example 3
Meta's estimated savings from moving advertisers off credit cards: 2.35%.
Potential spend cuts from select high-spend advertisers: 25% to 35%.
A 2.4% reduction would erase Meta's estimated savings.
The math may not work in Meta's favor.
Read: What Rights Do Advertisers Have When Meta Changes Payment Terms? →
Potential spend cuts from select high-spend advertisers: 25% to 35%.
A 2.4% reduction would erase Meta's estimated savings.
The math may not work in Meta's favor.
Graphic Options
Select Meta advertisers may cut spend by 25% to 35%
$115M in annual Meta spend could be at risk from just 20 advertisers
Meta's estimated savings: 2.35%. Potential advertiser cuts: 25% to 35%
The captions would provide additional context and link to the full Dash.fi article.
Discussion
Confirm the direction and select the first posts and graphics to publish.
Wrap-Up
06
Partner Infrastructure and Demo Scheduling
We are continuing to move the partner program forward, but there are still a few operational pieces being finalized
There is still some clunkiness within the partner portal and admin dashboard
We need a clearer process for involving a Dash.fi sales representative in partner-generated opportunities and scheduling demos
The whitelisting access process still needs to be set up
We are waiting on Adan to complete the correct landing pages. He expects to have them ready this week.
Nykelle has a call with Impact immediately after this meeting to address the outstanding items and keep implementation moving
Our primary sales contact is out of the office this week
The larger giveaway-related push is planned for next week
We are doing everything we can within the current limitations and have kept momentum moving by focusing heavily on content, creator coordination, and upcoming campaigns
Discussion
Should we keep demo outreach targeted this week, then make the larger coordinated push next week when the landing pages, partner process, and sales support are more clearly established and the giveaway is live?