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JUL 26: Launch + Start Pipeline
Go live AND start conversations. 2-month sales cycle means July convos = Sep trials.
Pipeline Status (End of July Target)
LITEBOOKS
10 convos → 0 demos → 0 trials → 0 paying
VALU
1 convo → 1 demo → 1 trial → 0 paying
BP2.0
10 convos → 0 demos → 0 trials → 0 paying
RISKSENSE
5 convos → 0 demos → 0 trials → 0 paying
"Conversations today = Revenue in 2 months"
If you want paying customers in September, you need conversations NOW.
Objectives
1
Litebooks: Go live + start conversations
Owner: Ben
Unlocks
Aug demos
Why now: Platform needs to be live AND conversations need to start now for Sep/Oct trials.
Success = Platform live, 10 accountant conversations started
2
VALU: Convert LOI to signed contract
Owner: Ben
Unlocks
First paying customer
Why now: LOI in hand. Close the deal while momentum exists.
Success = Contract signed, implementation timeline agreed
3
RiskSense: Progress BlueChip + identify backup MSPs
Owner: Ben
Unlocks
Sep/Oct channel deals
Why now: Need clarity AND a backup plan. Start MSP conversations now.
Success = BlueChip status clear, 5 other MSP conversations started
4
BP2.0: Continue build + identify prospects
Owner: Ben
Unlocks
Sep demos
Why now: Build continues but start warming up prospects now for Sep demos.
Success = Key features done, 10 prospect conversations started
Actions
litebooks Final pre-launch testing of Litebooks Jul 7
litebooks Go live with Litebooks platform Jul 14
litebooks List 30 target accountants Jul 14
litebooks Start outreach - aim for 10 conversations Jul 21
litebooks First friendly user onboarded Jul 28
valu Send contract based on LOI terms Jul 7
valu Address any contract questions Jul 14
valu Get contract signed Jul 21
risksense Follow up with BlueChip on status Jul 7
risksense List 10 backup MSPs to approach Jul 14
risksense Start 5 MSP conversations Jul 28
bp2 Continue Zero IT platform development Ongoing
bp2 List 20 BP2.0 prospect businesses Jul 14
bp2 Start 10 prospect conversations (warm-up) Jul 28
Jul 31 Review
10
Litebooks Convos
1
VALU Contract
10
BP2.0 Convos
5
MSP Convos