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
- 72 (started year at 59)
- YTD New Sales
- 21 · Jan–May 2026
- YTD Lost
- 10 (target was 20 — crushing it)
- Net Growth YTD
- +13 (65% of +20 pace)
- Close Rate
- 47% (26 of 55 proposals)
- Ad Spend
- ~$1K / month
- CRM
- Migrating Zoho → High Level
- Products in Flight
- 6 (needs to be 2–3)
- Ideal Client Avatar
- Drafting
Point B · Vision
Where We're Going
- Flagship Offer
- VIVA Teams — scale departments
- Ideal Client
- $10–25M agencies, 8–15 staff, growth mode
- Product Focus
- 2–3 funded products in 2026
- Lead Volume
- 40+ / month (from 22)
- Cost per Lead
- $30–40 (from current baseline)
- Sales
- Handed off from Rob · 30–40% close held
- Category
- Blue ocean — 'we build the department you need next'
The 90-Day Plan
May 28 → June Houston
Phase 1 · Pre-Houston Prep
"Sharpen the Story, Stabilize the Engine"
June 2026
Phase 2 · Houston In-Person
"Three Decisions, One Plan"
July → September 2026
Phase 3 · Growth Engine Back On
"Volume at the Top of the Funnel"
Milestone Path
01
EOY 2026
100+ Subs
+28 Net Growth
Growth engine restored — VIVA Teams launched
02
Mid 2027
140 Subs
Teams = 30% of book
Ideal $10–25M avatar dominant in new sales
03
EOY 2027
175+ Subs
2–3 products live
Sales handed off from Rob — close rate held 30–40%
04
2028+
Category Leader
Blue ocean defended
VIVA Teams = the default answer for scaling agencies