Three independent tracks, ordered by speed-to-revenue. Track A generates recurring margin from Jackie's existing network in 30 days. Track B builds a compounding marketing machine. Track C is there if Jackie asks.
3 pilot clients live on the AI Sales Desk. Jackie's LinkedIn outreach automated. Website rebuilt and launched. Eric's BNI intro script written. First KPI baseline set.
Pilot clients convert to paid. First 3 YouTube videos filmed and published. SEO content clusters live. LinkedIn booking rate measurable. First testimonials captured.
White-label resale expanded to BNI room via Eric. Google Ads LP tests launched. AI ranking citation sprint. Channel contribution to pipeline visible for first time.
Each track can run standalone if Jackie chooses one. All three running together is the full 90-day compounding play.
Jackie sells the AI Sales Desk to 3 existing clients at no charge for 30 days. OO deploys in 48 hours. Jackie gets documented results. Results become Eric's BNI story. BNI story becomes pipeline.
Jackie's current acquisition depends entirely on Eric's social bandwidth. Track B builds marketing channels that compound - each one feeds Eric's calendar independently, reducing single-point risk and increasing deal flow month over month.
Jackie said he is focused on sales agents, not ops automation. Track C covers the internal efficiency plays that would cut his 54h/month client management burden and his 5-10h per new client onboarding time. It is designed and ready - activate only when Jackie raises ops as a priority.
These are track-specific KPIs. Starting point is Day 1 (baseline). Targets are conservative estimates based on the mechanics of each channel.
Jackie selects from existing 27: 2 trades, 1 realtor. Vocal, results-ready, not currently unhappy.
AI Sales Desk live at each pilot client within 2 days of Jackie's selection. Jackie sends intro message.
Both accounts (Jackie's + Eric's) running 20 new connections per week with niche-specific messaging.
OO scopes the 5 money pages + blog. Jackie approves architecture. Build sprint starts Day 7.
Jackie records on phone, 15-20 minutes. "Why every trades business owner needs a virtual employee." OO produces and publishes by Day 14.
Eric gets a ready-to-use 60-second BNI slot script for the AI Sales Desk - before pilot results are even in, framed as "coming launch."
Jackie picks from 5 candidates (Edge AI, Edge Workforce, GE AI Suite, Global Edge Intelligence, Edge Agent) or proposes his own. OO configures within 24h.
Services, description, Q+A, photos, and primary category all updated. Low effort, immediate trust signal for any prospect who Googles GES.
"Virtual Assistant for Plumbers: What They Do and What to Pay." OO writes. Jackie's VA reviews. Publishes in blog before site launch.
Jackie's VA maps all 27 client start dates. GHL sequence sends an automated 12-month anniversary message. One afternoon of setup, runs forever.
OO configures post-job review request SMS in GHL for 5 existing clients. Automated. No Jackie time after setup.
Platform re-skinned with Jackie's chosen brand. Logo, company name, notification emails all updated. Jackie's first demo-ready environment live.
| Risk | Track | Mitigation |
|---|---|---|
| Pilot clients say no to AI framing | A | Position as "automated follow-up that runs overnight" not "AI." The word that closes is "never miss a lead," not "artificial intelligence." |
| Jackie cannot record YouTube on camera | B | Reframe as LinkedIn voice-note posts or podcast-style audio. Lower barrier. Camera content can follow when Jackie is comfortable with the workflow. |
| LinkedIn connection rate below 20% | B | Refine the connection note to be more location-specific and niche-specific. Kill underperforming messaging in Week 2. A/B two versions from Week 1. |
| Margin split not agreed before pilot ends | A | This is the Donal decision. Flag if stalled. Do not let the deal die on an internal number that only needs one call to resolve. |
| Astro rebuild scope expands | B | Lock money pages in Phase 1 (5 pages max). Blog is a static template. Phase 2 adds content, not new page types. Scope creep is a Week 1 conversation, not a Week 6 surprise. |
| Pilot clients do not give usable testimonials | A | OO prepares the one-page results summary with specific numbers so Jackie walks into the Day 25 call with evidence in hand. The testimonial ask follows the results reveal, not the other way around. |
| Track B retainer price stalls the deal | B | Offer LinkedIn-only at reduced entry price as the first step. Track B is modular - Jackie can activate one channel at a time. The full retainer is a 3-month upgrade conversation, not a Day 1 ask. |
| Jackie's interest shifts to ops automation (Track C) | C | Track C is designed and ready to scope. Pull the sub-plan 04 document at that meeting. Lead with the onboarding intake agent (highest Jackie-time saving) as Session 1. |