The Engine
Operating System
The business operating system that runs VIVA — playbooks, systems, and processes so the company performs at a high level without depending on the CEO to hold it together.
"If it lives in your head, it doesn't exist. Document it, systemize it, hand it off."
— BlueprintOS · Business Operating System
Playbooks
How we do what we do
- Sales PlaybookDrafting
- Onboarding Playbook (new client + VA)Live · v1
- VA Training & Certification PlaybookLive
- Quality Audit PlaybookBuilding Q3
- Client Success / QBR PlaybookDrafting
- VIVA Scale Teams PlaybookBuilding Q3
Systems
The tools the work runs on
- CRM — High LevelSource of truth
- Project / Ops — (TBD)Evaluating
- AI Overflow ReceptionistPilot · Q3
- Scorecard / ReportingLAPS sheet
- Knowledge base / SOP libraryBuilding
- Comms — Slack + LoomLive
Processes
Repeatable, documented, owned
- Lead → Discovery → Proposal → CloseDocumented
- New Client Kickoff (Day 0 → Day 30)Documented
- VA Recruit → Vet → Bench → PlaceDocumented
- Weekly QA Audit cadenceBuilding Q3
- Monthly Client Health ReviewDrafting
- Churn Save / Re-engagementBuilding Q3
Scorecard & Numbers
What we measure weekly
- Subs (total / net new)77 · +15 YTD
- Clients · VIPs · Bench44 · 14 · 8
- Levels: L1 / L2 / L35 / 44 / 29
- Sold / Churned YTD26 / 11
- Q3 Gross Sales Target21
- EOY Net Growth Target+48
Org & Roles
Who owns what
- CEO — Rob LopezArchitect
- Sales / Executive SupportQ3 hire
- Client Success / POCNamed per client
- Recruiting & TrainingIn seat
- Quality / QABuilding Q3
- VIVA Scale Team LeadsQ3 launch
Meeting Rhythm
The operating cadence
- Daily Huddle — 15 minLive
- Weekly L10 / LeadershipLive
- Weekly Sales Pipeline reviewLive
- Monthly Numbers & ScorecardLive
- Quarterly Planning (90-day)Q3 Kickoff · July
- Annual Vision / TargetsQ4