Executive Summary
Compass has its product structure defined, one skill sheet 90% complete (CMP needs in-depth review and discussion), and service owners assigned for 17 of 20 services,. The critical path is per-person 1:1 assessments with each service owner to determine service offerings and deliverables for S-M-L version of each service. Meetings will be held with each owner to learn what they can deliver, how long it will takes, and whether they need agent-building help, Then project pricing and be set, retainer hours finalized, or accurate skill sheets written. The minimum Q2 target is to have the first client closed by June 30, 2026. Reports will be delivered manually via PPTX or PDF with scheduled review call, A finished client portal is not critical path.
Critical Path
- Patrick and others will conducts 1:1 service assessments — meetings with Alex, Sydney, Eric, Fred, Greg, Dylan, Diamond, Jenna, Ed K, and others.
- From those meetings, we will know what each person can deliver at each tier, how many hours each service takes per client per month, and whether they can build/use the agent or need help.
- Those answers feed into: retainer hours decisions, likely involving building a tool that can calculate price based on what the client selects, baseline assessment pricing, and accurate skill sheet content.
- With pricing and scope locked, we can: finalize the baseline assessment process, draft the monthly report template, and write/approve remaining skill sheets.
- With skill sheets and pricing in hand, BDMs (Rick, Jim, Matt, Hayden, Tim, Fred) can sell.
- First client closes and receives manual delivery (baseline assessment PDF + monthly call with AD and SMEs).
In short: 1:1 meetings → effort estimates → pricing + skill sheets → BDM sales → first client. Assessment prep docs already exist for 5 of ~10 owners in assessments/service-assessments.html.
Action Plan
Blockers & Risks
Blockers Requiring Patrick’s Decision
- – CWV/Competitive/Proactive category — 3 services have no owners. Cannot build skill sheets or schedule 1:1 meetings until decided. Low effort to resolve.
- – ROI reporting format — Cannot build monthly report template without knowing what it looks like. Decide after 3–4 1:1 meetings give context.
- – Baseline assessment pricing — Cannot quote first client without this. Correctly deferred until effort estimates come in from 1:1 meetings.
- – Retainer hours — 30 or 40 hours/month affects what you promise and margins. Also depends on effort estimates.
Risks
- – Service owner availability: If key people can’t make time for 1:1s in the April 8–18 window, the entire critical path slips. Book immediately and flag as high priority.
- – Scope creep in 1:1 meetings: Each owner may surface new complexity. Timebox each meeting to 45 minutes and use the structured assessment format.
- – BDM readiness: BDMs are not currently briefed on Compass. Plan a BDM briefing session for mid-May once skill sheets and pricing exist.
- – First client timeline: If sales cycle is 4–6 weeks, BDMs need prospect conversations by mid-May. If 1:1 meetings slip past April 25, the June 30 target is at risk.
Phase 1 Gate Checklist
From data/milestones.js — what must be true to exit Phase 1 (Sales Enablement). Target: May 1, 2026 (likely mid-May given current state).
- ✓CMP skill sheet complete (Eric) —
services/cmp-privacy-consent.html
- ✗Baseline assessment scope and pricing finalized — blocked on 1:1 meeting results
- ✗Terminology pass complete — all files use AD/BDM — small effort, can be done anytime
- ✗Skill sheet owners assigned for all 20 services — 17 of 20 assigned; 3 TBD
- ✗At least 5 additional skill sheets drafted — 0 of 5 done; blocked on 1:1 meetings
- ✗Monthly executive report PDF template created — blocked on ROI reporting format decision
- ✗Baseline assessment agent (internal) — data gathering functional — not started
- ✗First client prospect identified and in conversations — not started
Open Questions Still Pending
Phase 1 Blockers (must resolve to ship)
| Question | Owner | Impact |
|---|
| per-person-service-assessment — What can each person deliver, how long, can they build the agent? | Patrick + each owner | Critical path. THE question. |
| pricing-baseline — Baseline assessment price | Patrick / Leadership | Cannot quote first client |
| retainer-hours-fixed — 30 or 40 hrs/month | Patrick | Affects promises and margins |
| roi-kpi-selection — Who selects KPIs at kickoff? | Patrick | Defines baseline assessment process |
| roi-baseline-data-access — How to get GA4/Search Console access | Patrick / AD | Blocks baselining any client |
| roi-reporting-format — Monthly report format | Patrick | Blocks PDF template |
| roi-target-setting — Targets at kickoff or after 90 days? | Patrick | Shapes baseline assessment scope |
| category-cwv-competitive-proactive — 3 services need owners | Patrick | Quick decision; unblocks 3 skill sheets |
Phase 1 Non-Blockers (can wait)
x402-gateway (Phase 4 payment) •
prospect-account-creation (Phase 4 scope) •
hosting-cicd (Phase 2+ infrastructure) •
spider-crawler-tool (Phase 3 baseline inventory) •
ai-recommendations (Phase 3 portal) •
greg-uptime-notification (Phase 3 uptime dashboard) •
bench-display-names (cosmetic) •
ad-portal-deliverable-list (Phase 2 but informs Phase 1 scoping)