1. Getting to Checkmate: My goal for your company

    To create an offer capable of generating $50k in recurring monthly revenue, with 60-80% profit margins, and 12-15 clients who can be managed in under 30 hours per week.

  2. Tactics: My strategy for your company

    1. Marketing: Objective - 20 New Leads
    2. Business Development: Objective - 10 Opportunities, 5 Deliberators
    3. Sales: Objective - 12-15 Clients
    4. Operations: Objective - “Ascend” your Clients (OR 12 Sources)
  3. Gameplay: My plan for your company

    1. Design - In phase I we will design a go-to-market strategy
    2. Deploy - In phase II we will implement the strategy and initiate your CRM
    3. Refine - In Phase III we will make incremental changes to refine your solution
    4. Multiply - In Phase IV we will look at how to best multiply your efforts to scale
  4. The Rules: What we need to agree on to make this work

    1. Viable Audience: Accessible + Sustainable
    2. Valuable Solution: Value = Promise + Process
    3. Vertical Retainer: Ascending Contracts