The Work

Action Items

Who's doing what, and where it stands.

Task

Owner

Status

Notes

Deploy Executive Sales Support for Rob (fractional EA / appointment setter)
Rob
Pending
Pre-call confirms, Fireflies recaps, follow-up sequences — free Rob to close
Scale predictable multi-channel lead generation
Rob
In Progress
Move off low-tier price hooks — demographic targeting ($1M+ revenue agencies)
Re-engage non-responsive accounts via structured Client Success outreach
Rob
Pending
Pierce silent accounts before they churn quietly
Reface core marketing & sales collateral
Bradley/Rob
Pending
Proposals, booth, decks — feature QA workflows, CSAT, 3% hiring exclusivity
Launch monthly client newsletter (3rd week each month)
Rob
Pending
Efficiency tactics + live bench inventory to prompt ascension up-sells
Roll out tiered pricing: M2M $2,800 / Annual $2,400 / Quarterly Prepay $2,200
Rob
Pending
Quarterly prepay funds aggressive lead gen
Launch 4–5 VIVA Scale Teams by end of Q3
Rob
Pending
Premium 2+ specialist units — Quoting, Servicing, Retention
Pilot AI Overflow Receptionist (HighLevel)
Rob
Pending
<$100/mo cost · $400 existing / $595 new — defensive overflow & after-hours
Hit Q3 gross sales target — 21 new subscriptions (7/mo)
Rob
In Progress
Bridge to +48 net YTD finish
Hold monthly QA audit cadence on 100% of VAs (weekly for first 60 days)
Rob
In Progress
Gabby & Ashley — backbone of churn reduction
Enforce 48-business-hour candidate hold rule
Rob
Completed
Prevents inventory deadlocks — escalations always priority
Build vivablueprint.com coaching hub
Bradley
In Progress
Session recaps, assets, action items in one place
Reactivate winning black Meta ad
Rob
Completed
Original creative back live — lead flow recovering
Complete Zoho → High Level CRM migration
Rob
In Progress
Attribution, lead tracking, SMS now functional