AUG 26: Demos + More Pipeline
July convos → August demos. Keep filling the top of funnel.
Pipeline Status (End of August Target)
LITEBOOKS
25 convos → 5 demos → 0 trials → 0 paying
VALU
4 convos → 1 demo → 1 trial → 1 paying
BP2.0
10 convos → 5 demos → 0 trials → 0 paying
RISKSENSE
5 convos → 3 demos → 0 trials → 0 paying
"Demos prove interest. Trials prove value."
August demos → September trials → October/November paying.
Objectives
1
Litebooks: Convert convos to demos, start new convos
Owner: Ben
Unlocks
Sep trials
Why now: July convos need to progress to demos. New convos feed Oct/Nov.
Success = 5 demos done, 15 more conversations started
2
VALU: Implementation live + referral conversations
Owner: Ben
Unlocks
Oct/Nov new customers
Why now: First customer needs to be live. Happy customer = referrals.
Success = First customer processing valuations, 3 referral convos started
3
BP2.0: Platform ready + convert convos to demos
Owner: Ben
Unlocks
Sep/Oct trials
Why now: Platform must be demo-ready. July convos need to see it.
Success = Platform demo-ready, 5 demos scheduled
4
RiskSense: BlueChip decision OR MSP demos
Owner: Ben
Unlocks
Sep/Oct deployments
Why now: No more waiting. Either BlueChip moves or we demo to other MSPs.
Success = BlueChip signed OR 3 MSP demos done
Actions
litebooks Follow up July convos - book demos Aug 7
litebooks Run first 3 Litebooks demos Aug 14
litebooks Continue outreach - 15 new conversations Aug 21
litebooks Run 2 more demos (5 total) Aug 28
valu Kick off VALU implementation Aug 7
valu First valuations through platform Aug 14
valu Ask for referral introductions Aug 21
valu Start 3 referral conversations Aug 28
bp2 Complete BP2.0 core features Aug 7
bp2 Internal testing complete Aug 14
bp2 Follow up July convos - book demos Aug 21
bp2 Run first 5 BP2.0 demos Aug 28
risksense Final push on BlueChip decision Aug 14
risksense If no BlueChip: run 3 MSP demos Aug 28
Aug 31 Review
5
Litebooks Demos
1
VALU Paying
5
BP2.0 Demos
3
MSP Demos