Company Roadmap & Blueprint — Form A Strategy (FAS)
Align leadership, resources, and priorities around one plan—then run it in 90-day sprints with weekly momentum.
Clarify offers, pricing, and capacity for profitable growth
Set quarterly OKRs with owners, timelines, and milestones
Operate a weekly review cadence that keeps projects moving
Who This Is For
Owners and leadership teams who need clarity, alignment, and speed. If priorities change weekly, projects stall, or you’re unsure how staffing, capacity, pricing, and promotion connect, FAS gives you a single plan—with the cadence to run it. Ideal for academies, wineries/breweries, home services, studios/clinics, and professional firms.
The Problems We Solve
Scattered priorities:
Too many projects, not enough throughput.
Budget without focus:
Numbers exist, but initiatives don’t map to targets.
Capacity confusion:
You don’t know when to hire, price, or pause.
Cross-team misalignment:
Sales, ops, and marketing run different plays.
No feedback loop:
Wins and misses aren’t captured; the plan doesn’t improve.
What’s Inside the Company Blueprint?
Positioning & Offers:
What you sell, who it’s for, and why it wins now.
Pricing & Packaging:
Margin targets, tiering, and value framing.
Revenue Model:
Forecasts, CAC/LTV, payback, and sensitivity.
Capacity & Staffing:
Throughput math, load balancing, and hiring plan.
Go-to-Market Motions:
Channels, calendar, and campaign themes.
Tech Stack:
CRM, analytics, automation, and handoff tooling.
Risk & Contingency:
Triggers, thresholds, and pivots you pre-decide.
Operating Rhythm:
Weekly reviews, monthly retros, quarterly OKRs.
The FAS Planning Flow
(how we build it together)
Vision & Constraints:
We start with reality: goals, numbers, capacity, and risk. This frames ambition without wishful thinking.
Scenario Modeling:
Best/base/protective cases with key assumptions. You’ll see how pricing, ad spend, staffing, or seasonality change outcomes.
Quarterly OKRs:
3–5 outcomes per quarter, each with an owner, milestone dates, and hard success metrics.
90-Day Sprints:
Translate OKRs into projects and tasks with timelines, dependencies, and DRIs (Directly Responsible Individuals).
Weekly Cadence:
Short, high-signal check-ins: KPI review → blockers → decisions → next best move. Momentum beats perfection.
Execution note: When buildout is needed, we coordinate with partners—Rev Marketing (platform/website) and Rev Publish (authority content)—so the plan is backed by delivery.
Deliverables You Receive
Company Blueprint
Written Company Blueprint (PDF/Doc)
12-Month Roadmap
12-Month Roadmap with quarterly OKRs and targets
90-Day Sprint Plan
90-Day Sprint Plan (projects, owners, timelines)
KPI Scoreboard
KPI Scoreboard definitions + weekly agendas
Scenario Model
Scenario Model summary with assumptions and triggers
Stakeholder Brief
A Stakeholder Brief forpartners/investors
Results You Can Expect
Clarity:
Everyone sees the same map and the same scoreboard.
Speed:
Fewer stalls; faster yes/no decisions; less rework
Focus:
Projects that don’t move the metrics get paused quickly.
Predictability:
Capacity and cash decisions become data-driven.
Alignment:
Sales, marketing, and operations finally row together.
Case Snapshot (condensed)
Multi-Site Academy Group:
We consolidated competing priorities into one roadmap, reset offers/pricing, and sequenced hiring. Enrollment rose 32% in 90 days; new-hire ramp time dropped.
Winery & Tasting Room:
Seasonal roadmap + event calendar + weekly cadence led to 2× event bookings and steadier membership retention across shoulder months.
Capacity & Throughput
(the math behind better choices)
We quantify how much your team can deliver at current staffing and what happens if demand spikes or pricing changes. You’ll see buffer rules, load balancing, and hire thresholds so you don’t guess. When capacity crimps growth, we decide whether to raise price, optimize cycle time, or add headcount—in that order, with numbers.
OKR Examples
(so it’s concrete)
Revenue:
“Hit $X this quarter with ≥ Y% margin; ≤ Z% churn.”
Capacity:
“Reduce cycle time by 15% with <2% rework.”
Demand:
“Book 120 qualified appointments at ≥ 65% show rate.”
Quality:
“Reach 4.8★ avg with 60 new Google reviews.”
How We Work Together (engagement model)
Discovery & Blueprint:
2–3 focused sessions to build the plan and scenarios
Sprint Launch:
Week-1 kickoff with owners and timelines
Weekly Reviews:
30–45 minutes to run KPIs, remove blockers, make decisions
Quarterly Reset:
OKR review, wins/lessons, next quarter’s plan
Optional Execution:
With Rev Marketing & Rev Publish when you need additional muscle
Investment: Proposal options are tailored to scope and leadership availability; we present them in your first strategy call.
FAQs (for buyers and marketers)
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