SEP 26: Trials Begin
August demos → September trials. Keep building pipeline for Oct/Nov paying.
Pipeline Status (End of September Target)
LITEBOOKS
40 convos → 15 demos → 5 trials → 0 paying
VALU
7 convos → 4 demos → 2 trials → 2 paying
BP2.0
20 convos → 10 demos → 3 trials → 0 paying
RISKSENSE
5 convos → 3 demos → 1 trial → 1K seats
"Trials prove value. October is payday."
September trials → October paying. If trials aren't converting, fix the product.
Objectives
1
Litebooks: First trials + keep filling pipeline
Owner: Ben
Unlocks
Oct paying customers
Why now: August demos ready for trials. Keep conversations flowing for Oct/Nov.
Success = 5 trials running, 10 more demos done, 15 new conversations
2
BP2.0: First trials from August demos
Owner: Ben
Unlocks
Oct first revenue
Why now: August demos proved interest. Time to run trials.
Success = 3 trials running, 5 more demos, platform stable
3
RiskSense: First MSP deployment OR pivot
Owner: Ben
Unlocks
Oct expansion
Why now: Demos done. Now deploy with at least one partner.
Success = 1,000 seats deployed with first partner
4
VALU: Scale from first customer + more referrals
Owner: Ben
Unlocks
Oct/Nov growth
Why now: First customer proving value. Use for referrals.
Success = 2 paying customers, 3 more demos from referrals
Weekly Actions
Week 1 (Sep 1-7)
LITEBOOKS Convert 5 Aug demos to trials
BP2 Convert 3 Aug demos to BP2.0 trials
RISKSENSE Finalize first MSP deployment terms
VALU Ask first customer for referral introductions
Week 2 (Sep 8-14)
LITEBOOKS Run 5 more demos from pipeline
BP2 Run 3 more demos from Aug convos
RISKSENSE Begin rollout - 500 seats first wave
VALU Sign second paying customer
Week 3 (Sep 15-21)
LITEBOOKS Continue outreach - 15 new conversations
BP2 Continue BP2.0 outreach - 10 new convos
RISKSENSE Monitor activation, fix issues
VALU Run 3 demos from referral intros
Week 4 (Sep 22-30)
LITEBOOKS Run 5 more demos (10 total for month)
BP2 Run 2 more demos (5 total for month)
RISKSENSE 1,000 seats deployed, metrics documented
VALU 2 paying, 3 more in pipeline
Sep 30 Review
5
Litebooks Trials
2
VALU Paying
3
BP2.0 Trials
1K
RiskSense Seats