Phased Rollout Plan
This document outlines the strategic implementation of our 9 Core Systems. We follow a "Crawl, Walk, Run" methodology to ensure stability before scale.
Phase 1: Launch (The "MVP" Phase)
Objective: Establish minimum viable operations to generate revenue and deliver core value. Focus: Revenue engine + Essential infrastructure.
Key Milestones
- Foundation:
- System 06 (Admin): Set up M365/Google Workspace, central file storage structure, and password management.
- System 01 (Management): Define Vision, Mission, and Year 1 Goals.
- Revenue Engine:
- System 03 (Sales): Establish a simple CRM (HubSpot/Pipedrive) and a basic deal pipeline.
- System 02 (Marketing): Launch a simple website and one primary lead generation channel.
- Delivery:
- System 05 (Content): Create the "Minimum Viable Knowledge Base" – just enough SOPs to deliver the service.
- System 04 (Fulfillment): deliver the service manually but consistently.
Exit Criteria for Phase 1: First 10 paying customers served successfully. Basic tech stack live.
Phase 2: Stabilize (The "Process" Phase)
Objective: Remove founder dependency and standardize workflows. Focus: Documentation, Delegation, and Efficiency.
Key Milestones
- Knowledge Transfer:
- System 05 (Content): Document ALL core processes. Turn implicit knowledge into explicit SOPs.
- System 08 (People): Hire first key operators (e.g., Executive Assistant, Fulfillment Specialist).
- Financial Rigor:
- System 07 (Accounting): Move from "shoebox accounting" to formalized bookkeeping (Xero/QBO) with monthly reviews.
- Support Structure:
- System 09 (Support): Implement a helpdesk/ticketing system to separate client requests from the founder's personal inbox.
Exit Criteria for Phase 2: Founder is not the primary doer for fulfillment or admin. Books are clean. SOPs cover 80% of daily tasks.
Phase 3: Scale (The "Growth" Phase)
Objective: Accelerate growth through automation and team expansion. Focus: Optimization, Automation, and New Markets.
Key Milestones
- Automation:
- Connect System 02 (Marketing) and System 03 (Sales) for fully automated lead nurturing.
- Automate onboarding flows in System 04 (Fulfillment).
- Leadership Team:
- System 01 (Management): Establish a formal leadership team with quarterly offsites and strict OKR adherence.
- Data-Driven Decisions:
- Build a centralized dashboard pulling live data from all systems.
Exit Criteria for Phase 3: Business operates independently of the founder's daily presence. Consistent month-over-month growth.
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