CGC Digital — IBO 360° Launch Project · 7 Months
CGC Digital 360° Launch Project
Prepared for
IBO — Tax Governance Advisory
ibo-usa.com
May 2026
360° Integrated Marketing · 7-Month Project

The brand is positioned.
Now the market needs to find it.

A focused 7-month campaign to establish IBO's market presence in Mexico first, followed by digital penetration in one additional relevant Latin American city, to be selected by the client — before year-end 2026.

CGC Digital · Carlos González-Centeno
Strategic Partner · Texas
Mexico First Additional LATAM City · Client Selected Digital-First
Project Objective

Seven months to build what referrals assume already exists.

IBO's principal channel is referral. When a potential client is referred, the first thing they do is search — Google, LinkedIn, ChatGPT. What they find in those first seconds either validates the referral or creates doubt.

This project ensures that when anyone searches for IBO, they find a firm that looks, sounds, and ranks at the level of the advisory it provides. Beyond visibility, it builds the first layer of market presence in Mexico and then expands digital penetration into one additional relevant Latin American city selected by the client — so that by December 2026, IBO has a functioning lead infrastructure and a measurable footprint in its two priority markets.

Monthly Roadmap — June to December 2026

What happens each month.

June
Infrastructure & Setup
  • CGC CRM setup + lead pipeline
  • Governance Scan™ landing page
  • UTM + QR tracking architecture
  • LinkedIn company page rebuild
  • Founder profile optimization
  • SEO + GEO on-page audit & corrections
  • Institutional kit design (folder + card + white paper)
July
Activation — Mexico
  • Google Ads live — Mexico search (ES)
  • LinkedIn Ads live — CDMX + MTY awareness
  • 4 LinkedIn posts/week begins
  • Governance Brief™ newsletter — issue 1
  • 2 blog posts (1 EN / 1 ES)
  • First 30-sec video delivered
  • Kit print & delivery
August
Mexico Deepen
  • Executive breakfast — Mexico — 20–30 invitees
  • Press release #1 distributed
  • LinkedIn Ads — lead gen campaign
  • 2 blog posts (1 EN / 1 ES)
  • Newsletter issue 2
  • 30-sec video #2
  • Month 2 performance report
September
Additional LATAM City — Digital Entry
  • LinkedIn Ads — client-selected LATAM city
  • Google Ads — client-selected LATAM city search
  • 2 blog posts (1 EN / 1 ES)
  • Newsletter issue 3
  • 30-sec video #3
  • Press release #2
  • Q3 attribution report
October
Scale & Retarget
  • Programmatic retargeting live
  • Additional LATAM City breakfast #2
  • Speaker submission — 1 conference
  • 2 blog posts (EN + ES)
  • Newsletter issue 4
  • 30-sec video #4
  • SEO progress review
November
Content Authority
  • White paper #1 published (gated)
  • LinkedIn Newsletter pilot
  • Press release #3
  • Ad budget reallocation by performance
  • 2 blog posts (EN + ES)
  • Newsletter issue 5
  • 30-sec video #5
December
Close & Deliver
  • 7-month campaign audit
  • Final attribution report
  • Lead database review with IBO
  • 2026 roadmap for 2027 delivered
  • Newsletter issue 6
  • 30-sec video #6
  • Renewal / expansion proposal
360° Channel Architecture

Online and offline. Every channel connected.

Online — Organic

SEO + Generative Search (GEO)

  • On-page optimization — all IBO pages
  • GEO structuring: ChatGPT, Perplexity, Google AI Overviews
  • 2 blog posts/month EN + ES (14 total)
  • Keyword map — cross-border tax governance terms
Online — Paid

Google Ads + LinkedIn Ads

  • Google Ads — Mexico first, then client-selected LATAM city
  • Search terms adapted per market and language
  • LinkedIn Ads — awareness + lead gen (CFOs, family offices, attorneys)
  • Programmatic display retargeting (from month 5)
Online — Social

LinkedIn — Organic + Paid

  • Company page: 4 posts/week, institutional register
  • Founder profiles: thought leadership 2×/week
  • LinkedIn Newsletter pilot — November
  • English and Spanish content tracks
Online — Email

The Governance Brief™

  • Monthly newsletter — 6 issues (Jul–Dec)
  • Nurturing sequence for Governance Scan™ leads
  • CGC CRM tracking: open rate, clicks, lead scoring
  • Subscriber growth via ads + events
Offline — Events

Executive Breakfasts — Mexico + Client-Selected LATAM City

  • Mexico event first, LATAM city event second
  • Invitation-only, referral network format
  • Attendee kits with QR-tracked card
  • 1 conference speaker submission
Offline — Materials + Press

Institutional Kit + Press

  • Institutional kit: folder + white paper + QR card (printed)
  • 3 press releases distributed Jul–Nov
  • White paper #1 — gated PDF (November)
  • Content distributed to Mexico + broader Latin American financial media
Content Production

Video + Blog + Newsletter

  • 6 short-form videos × 30 sec (CGC produces, MP4 delivered)
  • 14 blog posts total — SEO-structured, EN + ES
  • 6 newsletter issues — The Governance Brief™
  • 1 white paper — cross-border tax governance
Infrastructure

CRM + Tracking + Reporting

  • CGC CRM + lead scoring — setup month 1
  • UTM tracking across all channels
  • QR code tracking for offline materials
  • Monthly performance report + final 7-month audit
Integrated Lead Flow

Every lead tracked from first contact to conversation.

Awareness
LinkedIn Ad / Google Search / Executive Breakfast / Referral — All traffic UTM-tagged. Event attendees scan QR on kit card.
Capture
IBO Governance Scan™ landing page — Lead completes brief structural diagnostic. CGC CRM records origin, company, jurisdictions, and structure stage.
Nurture
Email sequence + retargeting — 3-email nurturing via The Governance Brief™. Simultaneously retargeted on LinkedIn and display.
Qualify
CGC CRM lead scoring — Scored by company size, jurisdictional complexity, email/ad engagement, and Scan™ responses. Qualified leads flagged for IBO.
Convert
IBO principal outreach — Discovery call. CGC provides lead dossier: origin channel, engagement history, Scan™ responses.
Report
Monthly CGC dashboard — Closed clients traced to origin channel. Attribution data reallocates ad budget each month.
Success Metrics — 7 Months

What we are optimizing for by December 2026.

25+
Qualified leads captured via Governance Scan™
3–5
New advisory conversations attributed to campaign
Top 10
Google ranking for 5+ target keywords by month 7
LinkedIn company page follower growth
Investment

Two payment structures. Same scope.

Both options cover identical deliverables. The difference is cash flow flexibility vs. total savings.

Option A
Monthly Retainer
$4,500 / month
Total investment: $31,500 over 7 months
CGC management fee $2,200/mo
Paid media budget (Google + LinkedIn) $1,500/mo
Content production (video, blog, newsletter) $600/mo
Tools + CGC CRM + tracking $200/mo
One-time setup (month 1 only) $3,000
Paid media budget ($1,500/mo) covers Google Ads + LinkedIn Ads across Mexico first and then one additional relevant Latin American city selected by the client. CGC manages spend and delivers monthly media report to IBO.
Executive breakfast costs (venue, catering, print) are estimated at $2,000–$3,500 per event and are quoted separately. Two events planned: one in Mexico and one in the client-selected LATAM city.
All content — blog posts, videos, newsletter, press releases, white paper — is produced by CGC Digital. IBO reviews and approves before publication.
CGC CRM licensing (~$70/mo) is included in the tools line. If IBO already has an active account, this is credited.
30-day exit clause available after month 3 (Option A only), subject to deliverables completed to that date.
At project close (December 2026), CGC delivers a full 7-month audit + recommended 2027 roadmap at no additional cost.

Seven months to make IBO findable at the level it deserves.

The positioning is done. The website reflects the firm. This project ensures the right people find it, recognize it, and reach out — before year-end 2026.

CGC+Partners · CGC Studio · CGC Digital IBO 360° Launch Project · June – December 2026 Confidential · For IBO Review Only