Plan

Preview

Core 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

Revenue $6M

Profit

Net Operating Income % 10

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.