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You know your runway.
Now let's build your
pipeline.
momentum.
trust.
launch.
next move.
Profitual gives business owners clarity on their numbers. This proposal gives Profitual clarity on its growth: a six-month coaching engagement where your team executes, we steer, and a weekly scoreboard keeps everyone honest. Built for your push beyond startups into the broader world of business owners and their advisors, and around one non-negotiable rule that hasn't moved since our first call: prove the ROI before scaling the spend.
A strong company with a quiet megaphone.
Ray, this is the revised plan from Thursday's call, rebuilt around what you, Tim and Craig actually asked for. The fundamentals haven't changed: what's missing isn't product, cash, or conviction. It's a consistent system, and now, the accountability to run it.
“We want expert guidance and accountability, not an agency doing the minimum.”
So this is a coaching engagement, not a retainer for deliverables. Your team executes, we steer, and yes, we will breathe down your necks about the to-do list. You asked us to, and we're taking you up on it.
“We'd rather drip-feed features than bet everything on one big launch.”
Couldn't agree more, and frankly it was our read too. Launches are one loud day; a drip-feed of features, each wrapped in education, builds awareness that compounds. The plan below has no fireworks in it, on purpose.
“Selling software is about trust. People need to be educated first.”
This is the thesis of our whole plan. Education isn't a marketing tactic for Profitual. It's the product's front door, and we intend to build the whole engine around it.
It was never a channel problem.
It's a system problem.
Cold outreach at $4k a month, webinars, promotions: each was a solo act with no supporting cast. Here's what was actually breaking, and why it's very fixable.
Leaks, not droughts
Webinars pulled real signups. Then nothing followed them: no nurture, no structured path from curious to customer. The top of your funnel worked; the middle didn't exist.
Aimed at empty wallets
The early startup ICP meant winning buyers who couldn't afford to stay. Established owner-led businesses have the problem and the budget, and the accounting firms and bookkeepers who serve hundreds of them multiply every win.
Spend without a scoreboard
You paid for activity, not evidence. Without attribution and reporting, every dollar felt like a gamble, so scaling spend never felt justified. We fix the scoreboard first.
Five moves. One compounding engine.
Same five pillars, new division of labour: we bring the map and the judgment, your team drives, and the weekly meeting checks the odometer. Sharper targeting feeds the drip, the drip feeds trust, trust fills the pipeline, and the scoreboard proves what deserves more fuel.
ICP & Positioning Sprint
Two weeks of working sessions with your team to define who Profitual serves next, in tiers rather than a blur: primary, owner-led businesses with real revenue that want to be intimate with their numbers; secondary, accounting firms and bookkeepers, who are both customers and a distribution channel, since one firm advises dozens of businesses. We rebuild messaging around their language (runway, cash confidence, decisions) so every later tactic has a clear target.
Drip-Feed, Not Fireworks
You called this one yourselves: no high-stakes launch. Features ship when they're ready and reach the market on a steady drip calendar, each one wrapped in education, a short video, a webinar segment, a use-case story, so awareness compounds instead of spiking. We build the calendar and the templates with you; your team runs the cadence; the weekly meeting keeps it honest. And expectations go in writing before anything moves, so nobody grades week one against month six.
The Trust Engine
You said it yourself: software is sold on trust, and trust is built through education. We hand your team the system to turn customers into proof: a testimonial pipeline, case-study templates, an education content calendar, and a full SEO overhaul delivered as a prescription, we audit, you implement, nobody invents an agency dependency where none is needed. Everything reviewed in the weekly meeting, and every asset doubles as credibility for conversations with partners like Mastercard and Visa.
Ad Spend, With Adult Supervision
The $2,000/mo ad budget stays in your hands, paid straight to the platforms. What we bring is the judgment the budget can't buy: where intent lives (search terms buyers actually type, webinar registration, retargeting), what to run, and, the call that saves the most money, when to kill or pivot an underperforming campaign, decided together in the weekly meeting. Your cold-outreach expert keeps doing what's already working; we coordinate rather than replace. Nothing spends until tracking is validated, and nothing scales until the scoreboard says so.
The Weekly Scoreboard
A standing weekly meeting and a live dashboard a CFO would respect (fitting, given your product): pipeline created, cost per qualified lead, webinar-to-trial conversion, and this week's to-dos on both sides of the table. Accountability runs both directions: we chase your team's homework, you grill our recommendations. Spend scales only when the numbers earn it; the dashboard is the instrument that decides.
No big bang.
A six-month drip, on a weekly beat.
Paperwork & the grant
You approve the revision, Ray files the Learn Sphere application, and we set the start date together. Where program guidelines allow, we begin while the grant processes.
Kickoff & baselines
Dashboard live, metrics baselined, the standing weekly meeting locked in the calendar, and the first ICP working session on the books. Month six gets compared to this week, in numbers.
Positioning & the playbooks
ICP tiers and messaging locked, drip calendar built, trust-engine templates handed over, and ad guidance goes live once tracking is validated, your $2,000/mo, our steering.
Drip & learn
Features drip to market wrapped in education, webinars run on cadence, testimonials accumulate, and every week the ads get a kill-or-pivot review before the next dollar moves.
Compound & decide
Scale what the dashboard proves, cut what it doesn't, and make the fork-in-the-road call you suggested yourself: keep the coaching model, or stack an execution contract where your team needs hands, not just steering.
Priced for proof, built to scale.
One engagement, one ad budget, and a grant that covers most of both. All figures CAD over a six-month term: $11,000 in coaching, $12,000 in ad spend you pay straight to the platforms, $23,000 total, of which Learn Sphere covers 65%. Your actual outlay: $8,050. That's the whole page, but open it anyway.
No second password, no games. One click and the butter melts.
Numbers negotiable in structure, never in accountability. The weekly scoreboard is the one non-negotiable, because you shouldn't have to take our word for anything.
Strategy first. Everything else follows.
We've done the homework
This proposal was built from your numbers, your channels, your ICP shift, and your launch date. Expect the same specificity every month, not templates with your logo pasted on.
Senior heads, no telephone game
You talk directly to the people steering, on a standing weekly call. Course corrections happen before money burns, not in a quarterly review after it has.
Aligned with your caution
You want ROI proven before spend scales. So do we: our best clients are the ones who grew because the scoreboard said so. We win when the numbers win.
Three steps to momentum.
Approve the revision
This is the proposal rebuilt to what we agreed on Thursday: coaching model, weekly cadence, Learn Sphere numbers. If it matches the conversation, hit approve.
File the Learn Sphere application
Ray completes and submits the paperwork; we supply anything the application needs from our side, same day it's asked for.
Kickoff & first weekly
Start date set together, dashboard baselined, and the first standing meeting books the next twenty-five. Where program guidelines allow, we start while the grant processes.
Momentum, not fireworks.
Ray, you asked for a coach that holds your feet to the fire, not an agency that disappears into deliverables. That's exactly what this is. Approve it, and let's get the grant moving.