Dana Point Marketing Agency
Get found by the people already looking for you.
AI is your tool, not your replacement. We map what you've already built, find the one signal worth amplifying, and install a content and marketing system designed to turn attention into qualified conversations — for wealth management, hospitality, wellness, and e-commerce brands.
Marketing Services
The Qualified-Lead Marketing System.
Every component of the Appointment Engine + Authority Builder — built to work as a system, not a collection of disconnected tactics.
Offer & Messaging
We tighten your positioning, ICP definition, and pain language so every funnel step speaks directly to the buyer you actually want.
Funnel Build
Qualifier page → thank-you → next-step routing. Built to filter out noise and surface leads who are ready to talk.
Lead Capture & Tracking
UTM tagging, source tracking, and lead quality scoring so you always know where your best leads come from.
Follow-Up Automation
Email, SMS, and CRM routing with speed-to-lead workflows that ensure no qualified lead falls through the cracks.
YouTube + Google Authority
A content topic map, publishing cadence, and repurposing system that compounds trust and lowers friction over time.
Weekly Optimization Loop
Every week: what we tested, what changed, what improved. Reporting tied to Qualified Leads — not vanity metrics.
Selected Work
Stories That
How We Work
From Discovery
to Scaling.
01
Discovery & Alignment
We review your qualifier, audit your current position, define your ICP, and lock in a shared Qualified Lead definition — so both sides measure the same thing from day one.
02
Build & Launch
Funnel, qualifier page, follow-up automation, and authority system — all built with a compliance-first mindset, proper tracking, and a documented paper trail.
03
Optimize & Scale
Weekly iteration loops tied to Qualified Lead volume. We test creative, targeting, and funnel steps — and double down on what compounds month over month.
Our Philosophy
Content Marketing,
Mindfully Built.
We believe content marketing should work as a system — not a collection of disconnected tactics. Every funnel, piece of content, and automation we build is designed to compound over time and measure against one KPI: qualified leads.
As a Dana Point marketing agency, we work with regulated industries — wealth management, wellness, hospitality, and e-commerce — where trust, authority, and compliance are non-negotiable.
7+
Years building brands that get found
The Team
For You.
A creative team that brings — through integrity — a wealth of knowledge and expertise. We've collectively served individual artists, startups, inventors, former venture capitalists, small business owners, and Fortune 100 companies.
Joanna Otero
Creative Director
Guillermo Otero
Creative Director
Jacobo Hernández
Artist & Animator
Where We Are
Dana Point, CA
Our headquarters on the California coast.
Mexico City, MX
Our 3D and animation team.
Marketing Results That Speak
0
Qualified appointments booked
0
Views on our clients' channels
0
Videos produced
0
Automations running
Confirmed results across our clients' channels. Reach and consistency, honestly measured — not a promise of your results.
Client Results
What Clients Say
"3 years ago I hired the Livewell Media to produce a video for my small business and the outcome was better than I had anticipated. The Livewell media co knows what they are doing and have an eye for design and technical skills for video editing."
Andrew Guida
SoCal Digital Marketing
"Guillermo is one of the most passionate and creative individuals I have encountered. His passion to help you bring your brand to life is intoxicating, and his commitment to your success is evident in his approach."
Andrea Espy
Andrea Espy Consulting, LLC
"Guillermo took my dream and wishes and translated them into a responsive and high quality product that my clients and audience are loving. This has been the fastest, most streamlined experience. I wish I would have found him years ago!"
Laura Minard
Freedom is Good Medicine
"Guillermo made a logo and other branding that my startup can use over the long-term. He also taught me a lot about marketing and has impeccable ethics. I will certainly use him again and recommend him for others."
Scott Bourdon
SoCal EHS
"I paid for creative work by another company and didn't like the end product. I saw examples of the work this company does and knew they were the right choice for me. Not only was the work completed in a timely manner it was exactly what I wanted."
Laura Maldonaldo
Rockin' Nutrition
"The ultimate attention to detail! Guillermo took over and noticed detail I hadn't seen. The result was perfect color, light and balance. I highly recommend Guillermo Otero!"
Rita Rogers
R|A Rogers Plantscape Design
Let's Talk
Ready to
Start Building
Your Lead Engine?
We take on a limited number of clients each quarter. Submit the 3-minute qualifier so we can come into the first call with your numbers ready — and see if our lead generation services are the right fit for your business.