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Org Details
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Client since: 01-15-2022
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$185,500
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3 Open
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3 Sent
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Copilot
AI TIP: LIVE GUIDANCE
"The client mentioned budget concerns. Pivot to the 12-month value proposition and mention the Q1 discount."
Meeting Agenda
7 Steps
Parking Lot
Long-term issues not for today's IDS track.
Vision / Traction Organizer™
Strategic Context
Vision
Core Values
1.Deliver "Wow" Through UX
2.Data Over Opinions
3.Radical Transparency
4.Relentless Forward Momentum
Core Focus™
Purpose / Cause / Passion:
Empowering brands to build digital empires.
Our Niche:
High-performance headless e-commerce.
10-Year Target™
$100M ARR and 500 Active Enterprise Clients
What does it look like?
  • Category-defining platform in headless commerce
  • Offices in Austin, NYC, and London
  • Recognised as a top-5 global digital agency
Marketing Strategy
Target Market:
Mid-market to enterprise B2C brands ($50M–$500M revenue) seeking composable commerce architectures.
Uniques:
  • Proprietary performance benchmark framework
  • Dedicated headless CMS integration practice
  • Fixed-fee sprint model with predictable delivery
Proven Process:
Discover → Architect → Build → Optimise → Scale
Guarantee:
Sub-2s Time-to-Interactive or we rebuild it free.
Traction
3-Year Picture™ 12/31/2028
Revenue
$25,000,000
Profit
18% ($4.5M)
What does it look like?
  • Fully managed services division launched
  • Headquarters moved to downtown Austin
  • Recognised as Top 10 Global Agency by Clutch
  • 50+ enterprise retainer clients under contract
1-Year Plan 12/31/2026
Revenue
$8,500,000
Profit
15% ($1.27M)
Goals for the year:
  • Hire 2 senior UX researchers
  • Launch the automated CMS migration toolchain
  • Close 3 new enterprise retainer accounts
  • Achieve NPS score of 70+
Rocks — Q3 2026 Due 09/30/2026
  • Ship v2 design system to all active clients
  • Complete SOC 2 Type II readiness audit
  • Onboard 2 new mid-market clients
  • Reduce average project delivery time by 20%
  • Launch internal AI-assist code review workflow
Issues List (IDS)
  • Pricing model feels inconsistent across accounts — needs standardisation
  • New hire onboarding taking 6+ weeks; target is 3
  • CMS vendor contract renewal due — evaluate alternatives