Prepared for Yuri Kruman · Portfolio Leverage Co.

Five automations I’d build for PortLev

You said you’d love to see the automations, so I did the homework first: I went through your site the way a buyer would, took your scorecard, and asked for your emails. These five are samples from that walk. Yours to keep, with or without me.

Preston Chin · Trove · July 2026

What I did first

Front door.Your homepage sells the $997 audit with a refund guarantee, credit toward a build, and a free 15-minute call. That offer structure is strong. No notes.
Scorecard.I took the Pilot-to-P&L Scorecard, scored 11 of 18, and got Pilot Purgatory with my priority failure mode instantly, before any email ask. Right order.
The break.Then I asked for the full breakdown by email. What arrived was a newsletter confirmation for The Leverage Brief. The confirm link opened a generic subscribe page, and the promised breakdown and one-pager never came.
Measurement.portlev.com runs no analytics and no ad pixels, so none of this is visible to you, and nobody who drops can be retargeted.
Email domain.Your reply to me came from masterthetalk.com. That domain now redirects to a dead page.

To be direct: you build AI systems for clients all day, so none of this is beyond you. The offer is capacity and sequencing. I build these so your client work does not pay for them.

Your reach today, from the outside

AccountPlatformFollowersWhat I saw
Yuri Kruman (personal)LinkedIn~31,364Active. The only account your site links to.
Podcast interviews40+ shows—Entrepreneur on Fire, Wharton Business Radio, and others. Each aired once; none feed your funnel today.
@MasterTheTalkX—Old-brand handle still standing.
The Leverage BriefNewsletter (beehiiv)—Weekly. Subscriber count not public.
PortLevCompany LinkedIn, YouTube, IG, TikTokNone foundNo company pages or channels surfaced.

Counts are what a visitor sees in July 2026. The pattern: one strong personal channel, a big archive of one-time appearances, and no bridge from any of it to the scorecard or the audit.

The five samples

01

Audit Factory

Core product
Who it serves: Mid-market CEOs buying the $997 AI Org Audit
Your audit page promises the eight-part Leverage Map in 7 days: intake call on day one, you mapping workflows on days two to four, the savings model on days five and six, the readout on day seven. You are the production line. I would make the intake form and the call transcript feed a pipeline that drafts the workflow maps, the savings model, and the full report in your format. You edit and run the readout.
An audit stops costing you a week. You can sell as many as you can read out.
02

Scorecard Rescue and Nurture

Funnel
Who it serves: Scorecard takers who asked for their breakdown
I took your Pilot-to-P&L Scorecard and asked for the full breakdown. What arrived was a Confirm your subscription email for The Leverage Brief. The confirm link took me to a generic subscribe page, and the breakdown and one-pager never came. I would deliver the scored breakdown instantly on submit, from your own domain, then run a short sequence keyed to their failure mode: proof, the fix, the 15-minute call. The audit ask comes after the value lands.
Everyone who asks for the breakdown gets it, and the audit pipeline fills itself.
03

Content Engine

Content
Who it serves: Prospects who find you through content
31,364 people follow you on LinkedIn, and it is the only channel your site links. Your 40-plus podcast interviews, your articles, and The Leverage Brief each get used once, and nothing carries a LinkedIn reader to the scorecard or the audit. This turns one draft or recording a week into the full set: LinkedIn posts, an article, and a newsletter issue, written in your voice and reviewed by you before anything publishes. I run this exact system on my own business today, Preston Chin Speaks, and it powers the Impromptu Speakers Academy.
One hour of raw material becomes a week of published content.
04

Hot-Lead Speed Agent

Sales
Who it serves: CEOs one step from buying
Right now a CEO who scores 15 of 18 on your scorecard gets the same email as everyone else. I would have high scores and consult bookings trigger outreach within minutes: a personal note keyed to their score, answers to basic questions, and times for the 15-minute call. The fast reply that got you this page came from the same kind of agent running on my own pipeline.
Your hottest buyers hear from you while they are still on your site.
05

Cohort Ops Engine

Delivery
Who it serves: The 15 executives in each Portfolio Executive Cohort
The cohort runs 12 weeks with 15 seats: applications, onboarding, weekly milestones, completions, all handled by hand next to audits, retainers, a weekly newsletter, and a book launch. I would score applications on arrival, make onboarding automatic, and send the weekly milestone nudges and completion tracking for you. You teach; the system administers.
A second product line that does not compete with the first for your hours.

What I’m assuming

I only saw the outside. Core assumptions:
  • The missing scorecard breakdown is what happened to me on July 21. If a slower sequence exists, the chain still breaks at the double opt-in.
  • Audit production on days two through six is you, by hand, today.
  • No analytics means no funnel measurement and no retargeting anywhere.
  • Cohort and newsletter operations are manual.
If any of that is wrong, tell me and this list gets better.