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Ascend Platform · prepared for Jupiter CPG
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PREPARED FOR CHRIS REBSAMEN · MAY 18, 2026

One workspace for Jupiter's outbound, retailer quotes, and the people in motion behind both.

You told us your biggest unmet need was a way to reach the right clients — 16 years of word-of-mouth has been good to Jupiter, but it has a ceiling. The Rick USA quote tool is what you're paying us to build first. This page is what comes after that, and why the pieces fit together the way they do.

THE ARC

Five pieces. One screen. One login.

Each piece is a separate decision. You don't commit to all of it today. You're approving the Rick USA tool now; everything else here is the picture of what comes next so you can decide whether the direction matches what you want for Jupiter.

1
In progress
Rick USA quote tool

Upload a calculation sheet. Download a populated quote sheet. The thing that's eating 60% of your team's paperwork time goes away.

2
Your top ask
Outbound pipelines

A guided wizard that turns your description of a perfect client into outreach that runs every day, on LinkedIn and email, on Jupiter's behalf.

3
The connective tissue
People & companies

Every outbound prospect and every retailer contact in one list, with full history. Walmart's record shows your Rick USA quote next to vendor docs next to the first call.

4
Inbound, on autopilot
Lead magnets

A single piece of branded content — a checklist, a self-audit, a guide — that captures interest from people who already know Jupiter.

5
How you operate it
Operating dashboard

One screen each morning. Six numbers. A short list of things waiting on you. That's how the system reports up to you.

The throughline

All five pieces sit at jupiter.ascendlabs.app. One login. The same system that sources prospects for outbound also auto-tags new lead magnet completions and stamps quote activity onto retailer records. You see one product; we operate four.

PIECE 1 · IN PROGRESS

Rick USA quote tool

The piece you're paying us to build right now. Live in about a week.

Why this

You told us Rick USA paperwork was eating roughly 60% of your team's time. The hardest part isn't the math — your calculation sheet already does the math. It's the manual cell-by-cell transfer from that sheet onto the buyer-facing quote, every cycle, sixteen SKUs at a time, with broken #REF! errors leaking through. Your previous person doing that work made it a net loss; you're not eager to hire that role again.

What it does

A small web tool that reads your calculation sheet and produces a clean, populated quote sheet ready to email to the buyer. The calculation sheet stays exactly as it is today — your P&L, your retailer-specific terms, untouched. What's automated is the mechanical extraction step on top of it, plus a rebuild of the quote template to eliminate the existing formula errors.

What you click
  1. Open Jupiter's workspace, click "Quote Tools," click "Rick USA"
  2. Drag in the calculation sheet you just finished
  3. Wait about 30 seconds
  4. Download the populated quote sheet, email it to the buyer
How it scales

Costco product setup. Target vendor paperwork. Walmart portal entry. Each one is the same shape of problem — a structured input becomes a structured output — and each one lives as another tile in the same Quote Tools tab. We scope them one at a time, only when you've felt the value of the previous one.

PIECE 2 · YOUR TOP ASK

Outbound pipelines

Where your stated #1 need lives. The wizard hides the work; the system does it daily.

Why this

Your words from our first call: "probably the biggest ask I would have beyond something like this would be outbound marketing of the company, how to reach out to the right clients." You've grown 80% by word of mouth over 16 years. That's a remarkable book of business — and a ceiling that lifts the moment Jupiter can systematically find and start conversations with the right CPG founders without you on the keyboard.

What it does (the work happening on the other side)
  • Finds people matching the ICP you described, every day. Pulls from LinkedIn Sales Navigator + a few verified data sources.
  • Filters for who's actually worth reaching out to. Recent job changes, signals of growth, presence on LinkedIn, intent to evaluate vendors.
  • Writes a personalized note per prospect — referencing something real about them, not a templated blast. You see the first batch and approve, edit, or reject; the system learns from your edits.
  • Sends within safe daily limits (up to 25 LinkedIn connections, 50–100 emails) from Jupiter's account. Same cadence a careful human would keep.
  • Handles replies: positive replies route to you with the Calendly link already attached, objections queue for you to review, "not interested" auto-removes them from sequence.
  • Books meetings on your calendar without you in the loop.
What you click

A four-step wizard. In English:

  1. Who? "CPG founders running $5M–25M brands needing fractional sales help into Walmart, Target, Costco." Watch the match count update.
  2. How? Toggle LinkedIn, email, both.
  3. What goal? Book a call / download something / start a conversation.
  4. Voice check. Review the first 5 sample messages. Approve, edit, reject.

After "Launch," your involvement drops to ~10 minutes a day approving inbound replies and prepping for calls that land on your calendar.

How it scales

One pipeline at first — your CPG founders ICP. The same machinery runs a second pipeline when you want one: maybe "ops leaders at growing food brands," maybe "private equity operators rolling up CPG." Each pipeline runs in parallel. Each has its own ICP, its own goal, its own message style. The daily volume caps are per-account, not per-pipeline, so adding a second pipeline shares the same LinkedIn/email budget rather than doubling cost.

PIECE 3 · CONNECTIVE TISSUE

People & companies

The reason outbound and retailer work feel like one motion instead of two.

Why this

Right now your retailer contacts live in your head, in emails, in spreadsheets. New outbound prospects would land in yet another place. That's how good leads slip: somebody at Walmart opens a quote you sent two weeks ago and there's no way to notice, because the quote tool doesn't know who Walmart is to you.

What it does

A single list of every person and company Jupiter is currently engaged with. Auto-populated by the system: every outbound prospect contacted shows up; every retailer you've quoted gets added the first time you run the quote tool for them; your existing Jupiter book of business gets imported once from a CSV during onboarding.

Every record carries a timeline. On Walmart's card: "Quote sent for Rick USA, 16 SKUs, May 14 · opened 4 times since" sits right next to "Vendor paperwork submitted May 1" and "Discovery conversation with Mike Reilly in March." Nothing falls into a black hole.

What you click

Open the tab. Filter by "outbound prospects" or "retailer buyers" or see them together. Click any name to expand the timeline. That's it. There are no forms to fill, no statuses to maintain, no pipelines-with-stages to drag cards through. The system writes; you read.

How it scales

100 records, 1,000 records, 10,000 records — same interface, same load time. When you eventually deepen HubSpot for the rest of Jupiter, this list syncs into it rather than competing with it. This view is deliberately scoped to people in motion right now, not the historical-deal-archive job HubSpot is built for.

PIECE 4 · INBOUND

Lead magnets

Outbound is the wedge into strangers. Magnets are the conversion artifact for people who already know Jupiter.

Why this

Sixteen years of word of mouth means there's an audience that already trusts Jupiter — referrers, podcast listeners, LinkedIn followers, former colleagues. Today that warm interest has nowhere to land. A lead magnet is a low-pressure entry point: someone curious clicks a checklist or a self-audit, gives their email, and you know who they are.

What it does

A guided builder produces a live, Jupiter-branded interactive page — a checklist, an audit, a scorecard — in about fifteen minutes. Once deployed, anyone who completes it gets added to your People & Companies list automatically, tagged "warm inbound." If you want, an outbound pipeline can be configured to follow up on warm completions specifically.

For real-world calibration: Ascend's own first paid-ad-driven lead landed last week at $45 in cost per acquired lead. That's the comparable number to model your inbound channel on.

What you click

Click "Build a magnet," answer ~10 questions about the topic, pick a tone, hit publish. Get a URL you can share anywhere — LinkedIn posts, podcast show notes, an email signature, paid ads down the road.

How it scales

One magnet is enough to start. Multiple magnets is normal at maturity: one for CPG founders thinking about Walmart, one for category managers, one for private equity rolling up brands. Each has its own URL, its own conversion data, and feeds the same People & Companies list.

PIECE 5 · HOW YOU OPERATE IT

Operating dashboard

The five-minute morning view that tells you whether outbound is working and what needs you today.

Why this

If you can't see whether the system is producing, you can't decide whether to keep investing in it. And you shouldn't have to log into four tools to find out. The dashboard is the operating view of Jupiter's outbound and retailer motion — not a vanity report.

What it does

Six numbers, refreshed daily: prospects sourced, LinkedIn connections, replies received, magnet completions, calls booked, quotes sent. Below them, a short "needs your attention today" feed: replies waiting for your review, calls on tomorrow's calendar with prep notes, quotes a buyer is suddenly opening repeatedly.

What you click

Log in. Read the top of the page. Action two or three things from the feed. Close the tab. Five minutes most mornings.

How it scales

Same screen at 1 prospect/day or 50 prospects/day. As volume grows, the "needs your attention" feed is what protects you — the system surfaces only the items where a human decision actually changes the outcome, and lets the rest run.

WHAT WE'RE ASKING TODAY

Alignment, not commitment.

The Rick USA quote tool is already approved and being built; nothing about that changes today. What we want to leave today's call with is one read from you:

Does the picture above match what you'd want Jupiter to have ~90 days from now?

If yes, we'll write up the next piece (most likely outbound pipelines, since you flagged that as your biggest unmet need) as a scoped proposal once the Rick USA tool lands. If no, we adjust the picture before either of us spends another minute on it.

Timeline (if you say yes)
~3 weeks for the workspace shell, then ~1 week per major piece after that. Pipeline wizard sending its first message ~4 weeks from go.
Cost
Each piece scoped independently. Kevin will lead that conversation directly. Today is direction, not dollars.
Continuity
Same commitment as the Rick USA tool. If Ascend ever steps away, Kevin makes sure Jupiter can keep using anything you've paid for.
Click through the workspace preview Click around freely. Numbers and names are illustrative.