Plan
PreviewCore Values (CHAMPS)
- Communicate With Courage
- Speak truthfully, listen actively, and create clarity, even when it's hard.
- Heart In The Game
- Show up with passion, energy, and emotional buy-in. Play with purpose.
- Make Each Other Better
- Elevate your teammates. Give, receive, and seek feedback. Protect the culture.
- Push For Greatness
- Pursue excellence relentlessly. Improve constantly. Raise the bar.
- Stay Resilient
- Adapt under pressure. Show grit in the face of challenges. Bounce back stronger, with relentless determination. Be the calm in the chaos.
Core Focus
Purpose
PROFIT!
Niche
Delivering qualified appointments that fuel growth for membership and retention-driven businesses.
10 Year Target
Create a million shown appointments for membership and retention brands worldwide.
Go to Market Strategy
Target Market
Multi-location membership and retention brands (fitness, wellness, hospitality) with $1M-$50M revenue, an installed call center, and an executive team that already runs an operating system.
3 Uniques
- Agency-funded operating platform (clients run free)
- AI agents that hold the org's other agents accountable
- Per-client playbook compounds across the entire book
Proven Process
Capture, Core, Clarity, Call Center.
Guarantee
Qualified appointments delivered on a per-location basis or your money back.
3 Year
Future Date
December 31, 2026
Revenue
Profit
Measurables
What Does It Look Like?
- 95% Target Market Clients
- Strong Sales Process
- Successfully Expanded into New Markets
- Core Processes Documented and Followed By All
- 1 Trade show per month
- Clear Growth Path for Employees
- Founding 25 Coaches on OTP
1 Year
Future Date
December 31, 2026
Goals
- 50 OTP signups via Founding 25 coaches
- $2M ARR from Sneeze It
- Accelo → Trello migration complete
Read-only preview
This is what your Plan will look like in OTP. Edit modals, per-team data, and live measurables wire in next. The structure is locked.