AImatch Review Admin

# Matching Agent <> Yahairie
Meeting ID: 01KWW29SXXJF9HMM286KB0B1JP
Date: 2026-07-06T15:55:00.000Z
Host: raaja@marketerhire.com
Agent: Hey Yahiri, thanks for hopping on.
Agent: I'm the AI assistant from Marketer Hire and I'll be running our intro chat today.
Agent: I've been trained on over 30,000 of our marketer matches so I can help zero in on the right fit for you.
Agent: Fast to start.
Agent: Would it help if I gave a quick overview of how we work or would you rather jump straight into what you're looking for?
Yahairie: Growth marketeer Got it.
Agent: Perfect.
Agent: Let's dive in then.
Agent: Can you give me a quick overview of the company, what you do and what stage you're at?
Yahairie: We are in series A to B we have attraction.
Yahairie: The company stayed in the market for 10 years for the last 10 years is a financial company which who who provides services non traditional financial products for give the access to the people to build their credit, improve their credit, fix their credit and give the access to getting loan.
Yahairie: We provide a small loan right now.
Yahairie: So in this stage is a financial company focused on non traditional financial financial product and subprime market.
Agent: Got it.
Agent: So you're in the subprime financial services space helping people build, improve or fix their credit and Access small loans.
Agent: 10 Years in the market series A to B solid traction.
Agent: That's a really interesting space with a clear mission.
Agent: What are your current marketing challenges and what are you trying to accomplish?
Agent: Right now.
Yahairie: We need to create the whole AI marketing structure, platform structure for the company for provide access to improve.
Yahairie: The conversion of our leads.
Yahairie: We get a lot of leads but the conversion is poor.
Yahairie: Also for expand in USA the company is starting in Puerto Rico 10 years ago and is the first one company there.
Yahairie: I want to expand in whole states right now since or from Miami, Florida where we have offices.
Yahairie: So the purpose, the primary purpose for recruiter growth is create a whole AI marketing platform, create the funnel, create journeys, open access to new digital marketing channels in various structured way and then increase our sales and growth in a scalable way.
Agent: That's a really clear picture.
Agent: Thank you.
Agent: So you've got strong lead volume coming in but conversion is the gap.
Agent: And on top of that you're looking to expand from Puerto Rico into the US mainland starting with Florida.
Agent: The goal is building out the full marketing infrastructure funnels, customer journeys, new digital channels in a scalable structured way.
Agent: That's a meaty scope.
Agent: What does your marketing function look like today?
Agent: Do you have an in house team?
Agent: Are you working with an agency or is it more ad hoc right now?
Yahairie: Yes, we have our own.
Yahairie: We have one guy creative content director in house but the digital marketing agency is a Third party south side agency It's a small one a small boutique digital marketing agency and working on it right now.
Yahairie: We with our lead and funnels for Puerto Rico market We need the same for USA market and create a whole bonification and go to the market go to market lounge for the star products which is a new product is no new new one because the product is starting selling on 2022 at the end of 2022 so is the product has three years in the market selling right now but we need to create the correct lounge very structured with the whole planification and the go to the market plan ification for this product.
Yahairie: The name of the product is Credit Elevator and is a compound product.
Yahairie: Is it a multi product which include multiple small loans all in one with pre approval since the customer buy the services or our product.
Yahairie: So it's very significant product that going to impact any economy of any market.
Yahairie: I mean going to impact any economy market where we going to selling.
Agent: Okay, that's really helpful context.
Agent: So you've got a boutique agency handling Puerto Rico 1 in house creative Director and now you need to build out the US go to market for Credit Elevator a compound credit product that's been live since 2022 but needs a proper structured launch for the mainland.
Agent: That's a significant lift.
Agent: Which channels are you most focused on for this US expansion?
Agent: Are you thinking paid social, paid search, email content or a mix of several.
Yahairie: Also let me add to the previous question also in this.
Yahairie: In this round we need to create a team.
Yahairie: We need to recruit people.
Yahairie: That's why we have to start for the growth or and or CMMO Chief Digital Marketing Officer either one in order to create team structure like in house but but through professional services and then achieve the total goals.
Yahairie: But right now we have to hit the numbers we have to hit the financial with the minimum variable team for answer the next question.
Yahairie: Can you repeat the question please?
Agent: Sure.
Agent: Which channels are you most focused on for the US Expansion?
Agent: Thinking paid social, paid search, email content or a mix of several.
Yahairie: Right now we use just meta which is included Facebook, Instagram, WhatsApp.
Yahairie: We don't use constantly email, SMS or WhatsApp massive yet we need to use more digital marketing channel.
Yahairie: We do right now programmatic and geofence but in low level way we have to do this very strong.
Yahairie: So in other words we have traction because we have a long term in the market and the market know our brand, recognize our brand and we use also massive channel.
Yahairie: Right now we use the the top and primary radio show in Puerto Rico which help us and also TeleMundo network in USA which is a Spanish channel.
Yahairie: But for American consumer and American territory we have to have, we have to use.
Yahairie: Sorry, we have to use digital marketing.
Yahairie: Very strong.
Yahairie: Definitely.
Agent: Got it.
Agent: So right now it's primarily meta, some programmatic and geofencing at a lighter level.
Agent: Plus traditional media like radio and Telemundo for brand awareness for the US Push, you need to go much heavier on digital expanding channels, building out email, SMS and really scaling the programmatic side.
Agent: That makes a lot of sense for the subprime market.
Agent: What would success look like in the first 60 to 90 days for whoever you bring on and how do you measure it?
Agent: Are you thinking in terms of conversion rates, cost per acquisition, loan applications, something like that?
Yahairie: Yes.
Yahairie: We have a metric already with trends.
Yahairie: We need to increase minimum 10 to 15% in conversion rate.
Yahairie: We receive right now around 3,000 new leads per month which is a lot just with.
Yahairie: Just with Puerto Rico area.
Yahairie: So and part from Florida.
Yahairie: So I don't have any doubt that we're going to be successful in getting leads.
Yahairie: But we have to create the correct campaign, digital campaign for the product, around the product and then have the correct digital marketing channels in order.
Yahairie: In order to impact and increase the conversion.
Yahairie: So we have to increase the conversion rate.
Yahairie: We have to increase, we have to decrease the cost per lead, the cost per acquisition and accelerate the process of the conversion time around the customer.
Agent: Perfect.
Agent: So the core metrics are clear.
Agent: Increase conversion rate by 10 to 15%, bring down cost per lead and cost per acquisition and shorten the conversion cycle.
Agent: And you've already got 3,000 leads a month coming in just from Puerto Rico and Florida.
Agent: So the volume is there.
Agent: It's really about optimizing the funnel and the campaigns around Credit Elevator.
Agent: That's a very concrete brief.
Yahairie: We need to increase the sales as soon as possible at 500.
Yahairie: In the past we made up to 1,600 just with Puerto Rico market with another company that we're having Credit Repair and this company integrate both company one both product in one on behalf of Credit Elevator products.
Yahairie: So there's no reason that we cannot do this as soon as possible.
Yahairie: But we have to do the correct marketing or it's not happening right now.
Agent: Got it.
Agent: So you've got a proven track record of up to 1, 600 sales in Puerto Rico alone with the Credit repair side and now with Credit Elevator combining both products.
Agent: The potential is clearly there.
Agent: It's really about getting the right marketing engine in place to unlock it.
Agent: How soon Are you looking to get someone started as soon as possible?
Yahairie: We're a little late because we're supposed to do these metrics right now in mid year and we are not achieved yet.
Yahairie: We are around 300, almost 300 sales with 3,000 leads average.
Agent: Understood.
Agent: So you're at roughly 300 sales on 3,000 leads and you need to get to 500 and beyond.
Agent: That's about a 10% conversion.
Agent: Got it.
Agent: And you're already behind where you wanted to be mid year.
Agent: So urgency is real.
Agent: That makes sense.
Agent: Will you be working with this marketer directly or will it be someone else on your team coordinating with them?
Yahairie: Pardon me?
Agent: Will you be working directly with the marketer yourself or will someone else on your team be their main point of contact?
Yahairie: Great question.
Yahairie: No, until now was myself.
Yahairie: I am the CEO, president of the company.
Yahairie: I need to be on charge directly until we are going to recruit any CMO to be CDMO or any marketing manager or marketing director.
Yahairie: So yes, until now, me.
Agent: Got it.
Agent: So you'd be the direct point of contact for now.
Agent: And eventually this person would report into a CMO or marketing director once that hire is made, that makes sense.
Agent: For where you are on the paid side, roughly what are you spending on ad budget each month right now?
Agent: That's separate from what you'd pay the marketer.
Yahairie: Pardon me?
Agent: Sure.
Agent: Roughly how much are you spending each month on ads like your meta budget?
Agent: Programmatic spend?
Yahairie: 12,000.
Yahairie: 12,000 For digital marketing and 50,000 per massive marketing.
Yahairie: So around everything.
Yahairie: 25 To 30,000 per month.
Agent: Got it.
Agent: So roughly 12,000 on digital and the rest on traditional like radio and Telemundo.
Agent: Totaling around 25 to 30,000amonth in ad spend.
Agent: That's a solid budget to work with.
Agent: What does your current tools stack look like?
Agent: Are you using anything like HubSpot, a CRM?
Agent: Any marketing automation analytics tools?
Yahairie: Can you repeat that?
Agent: Sure.
Agent: What tools are you currently using?
Agent: Things like a CRM, Marketing Automation Analytics, HubSpot, Salesforce, Google Analytics, anything like that.
Yahairie: Right now we use Google with a minimum investment, Google SEO, sorry, SEM with a minimal investment.
Yahairie: But we need to.
Yahairie: But we need to do well because something is not working with the channel.
Agent: Okay, got it.
Agent: And in terms of tools like a CRM to manage your leads or any marketing automation platform, something like HubSpot, Salesforce, or anything you're using to track and nurture those 3,000 leads coming in each month.
Yahairie: Army,.
Agent: Do you have a CRM or any system to manage and follow up with your leads like HubSpot Salesforce or something similar.
Yahairie: We don't use in this, but we want it.
Yahairie: We definitely, definitely can analyze to use it.
Yahairie: Definitely.
Agent: Got it.
Agent: So that's actually part of what needs to be built out, which makes total sense given the scope you're describing.
Agent: I want to make sure I give you a proper recommendation before we wrap up.
Agent: Based on everything you've shared, the go to market build, funnel creation, multi channel expansion, conversion optimization and eventually building a team.
Agent: This scope is really pointing to a growth marketer.
Agent: Someone who can do both strategy and execution across channels.
Agent: Build out the funnel and journeys and help you hit those conversion numbers fast.
Agent: Does that sound like it lines up with what you're looking for?
Yahairie: Could you repeat that please?
Agent: Sure.
Agent: Based on everything you've shared, I'd recommend a growth marketer that's someone who handles both strategy and execution.
Agent: They can build out your funnels, customer journeys, expand your digital channels and drive the conversion improvements you need.
Agent: It's a better fit than a CMO for right now because you need someone who's actually doing the work, not just directing it.
Agent: Does that sound right to you?
Yahairie: Yes.
Yahairie: Perfect.
Agent: Great.
Agent: And given the scope you've described, multichannel expansion, full funnel build, go to market for credit elevator conversion optimization plus eventually helping structure a team.
Agent: This is a heavy full plate for a growth marketer at that scope.
Agent: Engagements typically run around 12 to 15,000amonth.
Agent: All in.
Agent: That covers the marketer's rate plus us.
Agent: No separate recruiting fee, no platform fee, no cancellation fee.
Agent: Most clients at this scope land around 13,000.
Agent: Does that range work for you or is there a specific number you need to stay within?
Yahairie: Can you repeat again please?
Agent: Of course.
Agent: For a growth marketer at the scope you've described, the typical monthly investment runs around 12 to 15,000amonth.
Agent: All in.
Agent: That's one flat number that covers everything.
Agent: The marketer's rate plus marketer hire, no extra fees.
Agent: Given everything you're building the full funnel, multi channel expansion, go to market for credit elevator.
Agent: Most clients at this level land around 13,000amonth.
Agent: Does that range work for you?
Yahairie: Depend depend on this code.
Yahairie: I cannot compromise any any investment, any budget if I don't see the scope from your site.
Yahairie: So I have to see the scope.
Yahairie: Of course I don't have any problem, but we don't going to have any problem with.
Yahairie: We have to see the scope and the whole picture.
Agent: That's completely fair and that's exactly how it works.
Yahairie: And also I am looking for a team in house to reduce the cost and increase the return of investment.
Yahairie: So if we invest right now 12 to 15,000, we're not one to invest the same amount in the same channels.
Yahairie: We have to distribute this with other channels.
Yahairie: Reduce the cost, increase the benefits or increase the return of investment.
Yahairie: And also to reduce the cost per human resources.
Yahairie: So that's what I'm looking for also more efficiency, less cost.
Agent: That makes total sense.
Agent: And that's actually a great fit for how marketer hire works.
Agent: The growth marketer we match you with would help you build that efficient structure.
Agent: And because it's month to month, as you build your in house team over time you can scale accordingly.
Agent: No long term commitment locking you in.
Agent: Here's what I'd suggest as a next step.
Agent: I'll follow up by email with a full recap of everything we discussed today and we can put together the scope together from there so you can see exactly what you're getting before committing to any budget.
Agent: We already have your contact details so you'll hear from us shortly.
Agent: Does that work for you?
Yahairie: Yes.
Yahairie: Perfect.
Yahairie: Excellent.
Agent: Fantastic.
Agent: This was a really great conversation.
Agent: You've got a compelling business and a clear need and I think we can find you a strong match.
Agent: I'll get the recap over to you shortly with next steps.
Agent: Have a great rest of your day.
Agent: Ending the call now.
Agent: Thank you so much for your time.
Agent: Take care.
Yahairie: Excellent.
Yahairie: I'm going to waiting for your side.
Yahairie: Right?
Yahairie: I don't have to talk.