The Plan

Roadmap

From where we are today to where we're going. Three phases. One destination.

Point A · Today

Where We Are

Active Subscriptions: 77 across 44 clients
VIP Clients (2+ subs): 14 (1.75 avg subs/client)
YTD 2026 New Sales: 26 (incl. 11 expansion up-sells)
YTD 2026 Churn: 11 (down 63% vs. 2025)
Net Growth YTD: +15 (target +24 — behind by 8)
VA Bench: 8 vetted · 6 exp / 2 entry
Talent Mix: L1: 5 · L2: 44 · L3: 29
Pricing: Tiered: $2,800 / $2,400 / $2,200
Ideal Client Avatar: Locked — $1M+ P&C, 5–7 FTE, named POC

Point B · Vision

Where We're Going

EOY 2026 Net Target: +48 subscriptions
H2 Critical Number: +32 net · 42 gross · 7 sold/mo
Q3 New-Sub Target: 21 closed by Sept 30
Flagship Offer: VIVA Scale Teams — 4–5 live by EOQ3
Expansion Layer: AI Overflow Receptionist · $400–595/mo
Cash Engine: Quarterly prepay → funds lead gen
CEO Role: Architect & closer — not rainmaker

Q3 Priorities

July → September 2026 · 7/mo · 21 closed

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

The Point A → Point B Plan

May 28 → June 18, 2026

Phase 1 · Pre-Houston Prep

"Sharpen the Story, Stabilize the Engine"

0/8 · Completed

June 18, 2026

Phase 2 · Houston In-Person Strategy Day

"From Rainmaker to Architect"

0/7 · Completed

July → September 2026

Phase 3 · Q3 Execution — Architect the Engine

"Close 21. Bridge the Gap. Run the Plays."

0/8 · Upcoming

Milestone Path

EOY 2026

110+ Subs

+48 Net Growth

21 sold in Q3 · 21 in Q4 · churn held ≤10 · pricing tiers live

Mid 2027

150+ Subs

Scale Teams = 25% of book

Ideal $1M+ agency avatar dominant — AI Overflow attaching

EOY 2027

200+ Subs

Sales handed off from Rob

Close rate held 30–40% · CSAT > 90% across the book

2028+

Category Leader

Blue ocean defended

VIVA Teams = the default answer for scaling agencies