Executive Summary
NWS-360 has its product structure defined, one skill sheet complete (CMP), service owners assigned for 17 of 20 services, and a reframed Phase 1 approach as of April 4. The reframe shifts the critical path from template-driven skill sheets to per-person 1:1 assessments with each service owner. Until meetings with each owner are held to learn what they can deliver, how long it takes, and whether they need agent-building help, the project cannot set pricing, finalize retainer hours, or write accurate skill sheets. The minimum Q2 target is to have the first client closed by June 30, 2026, delivered manually via PPTX or PDF, and a call — no portal required.
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
Now This Week — April 4–11
1
Schedule the first 5 service owner 1:1 meetings
Not Started
Deliverable: Calendar invites sent to Alex, Sydney, Eric, Fred, and Greg. Each person receives a link to assessments/service-assessments.html with instructions to review their section before the meeting.
Notes: Prioritize Alex (SEO) and Eric (Security/CMP/Error Logs) first — they cover the most services and will give the clearest picture of effort per service.
2
Prepare assessment briefs for the remaining 5 service owners
Not Started
Deliverable: Assessment cards added to assessments/service-assessments.html for Dylan (404 Errors, Contact Forms), Diamond (Backup/DR), Jenna (Content Design, UX Review, Usability Testing), Ed K (Digital Marketing Strategy), and Eric’s secondary coverage of Error Logs. Same format as the existing 5 cards.
3
Decide CWV/Competitive/Proactive category and assign owners
Not Started
Deliverable: Update data/open-questions.js, data/services.js, and data/skill-sheets.js with resolved category and assigned owners. Likely candidates: Sydney for CWV, Alex or Ed K for Competitive.
Notes: These 3 services are the only ones with TBD owners. Resolving this unblocks their skill sheets and assessment meetings.
4
Decide on ROI target-setting approach
Not Started
Deliverable: Resolution written in data/open-questions.js. Two options: (A) set KPI targets at kickoff based on benchmarks, or (B) report actuals for 90 days then set targets. Option B is lower-risk for the first client; Option A is more compelling for sales.
Soon April 14–25
5
Conduct the first 5 service owner 1:1 meetings
Not Started
Deliverable: For each meeting, a completed assessment record capturing: (a) what they can deliver at S/M/L/XL tiers, (b) estimated hours per tier per client per month, (c) whether they can build/configure the agent or need help, (d) what is human-only vs. agentic vs. both, (e) tools/access they need from the client.
6
Conduct the remaining 4–5 service owner 1:1 meetings
Not Started
Deliverable: Same as Action 5 — completed assessment records for each person’s services.
7
Resolve ROI/baseline open questions as a batch
Not Started
Deliverable: Resolutions for these OQs in data/open-questions.js:
– roi-kpi-selection: Who selects KPIs at kickoff?
– roi-baseline-data-access: Process for getting GA4/Search Console access
– roi-reporting-format: Monthly report format
– pricing-baseline: Baseline assessment price (informed by effort estimates)
– retainer-hours-fixed: 30 or 40 hrs/month
8
Build the first wave of skill sheets (5 sheets)
Not Started
Deliverable: 5 skill sheet HTML files using services/cmp-privacy-consent.html as template:
1. SEO Health Check (Alex) — services/seo-health.html
2. Security & Pen Testing (Eric) — services/security.html
3. Accessibility WCAG 2.2 (Sydney) — services/accessibility.html
4. Google Analytics / GA4 (Fred) — services/ga4.html
5. Uptime & Availability (Greg) — services/uptime.html
Next May 2026
9
Build the monthly executive report PDF template
Not Started
Deliverable: PDF template for manual monthly delivery. Must include: KPI summary table, service activity log, hours used vs. allocated, and next month’s focus areas.
10
Build the second wave of skill sheets (remaining 14)
Not Started
Deliverable: Skill sheets for: SSL/Domain (Greg), CSP (Greg), 404 Errors (Dylan), Contact Forms (Dylan), Error Logs (Eric), Backup/DR (Diamond), SEO Performance (Alex), Content Design (Jenna), UX Review (Jenna), Usability Testing (Jenna), Digital Marketing (Ed K), CWV (TBD), Competitive Benchmarking (TBD), Proactive Optimizations (TBD).
11
Finalize baseline assessment scope and build agent-assisted data gathering
Not Started
Deliverable: Defined baseline assessment process: what the agent collects automatically (Lighthouse, CMP scan, accessibility, SEO flags, GA4 config), what requires client access (GA4 property, Search Console), what humans review, and a PDF export. Per BUILD_BRIEF, the agent assists internally but humans deliver.
12
Identify and begin conversations with first client prospect
Not Started
Deliverable: At least one qualified prospect in active sales conversation. BDMs have skill sheets and pricing to share. Patrick can speak to scope and delivery process.
13
Complete terminology pass across all project files
Not Started
Deliverable: All HTML, MD, and JS files updated to use AD (Account Director) and BDM (Business Development Manager) consistently. BUILD_BRIEF.html Section 1 lists the specific replacements.
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 NWS-360. 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)