Cerezeal Project Planner | July

▼ Late August ROI + Pricing Locked

🎯 Critical Dependencies

Everything for MJBizCon depends on these. ROI proof = proof point for "20% Reclaim." Module menu = sales clarity. Outreach template = launch Oct 1.

1. Publish Sunset ROI Report

Anonymized breakdown showing hours (350+ hrs/yr), hard cash ($65K recovered), labor savings ($28K), total ROI ($93K), payback period (8 months), methodology.

2–4 hours Charles + Sam BLOCKS everything

2. Decide MJBizCon Format

Confirm Option A (Conference Track Sponsor $9.5K + travel $3.5K = $13K) vs. Booth or Innovation Award. Recommendation: Option A for highest ROI.

1 hour Charles

3. Lock Pricing Model

Confirm: Build fees per module (COA $18K, Financial $14K, Command Center $30K). Land-and-expand recurring: Tier 1 $2.5K/mo, Tier 2 $5K/mo, Tier 3 $10K+/mo. Charter discounts 20–30% off builds.

1 hour Charles

4. Publish Module Menu + Pricing

One-page showing build fees (COA $18K, Financial $14K, Command Center $30K, Full Suite $60K) + Ongoing Partnership tiers. Messaging: "Start at $2.5K/mo for one module. Expand as you see results."

1–2 hours Charles

5. Template COA Pipeline SOP

Document WF1 (current state → automated state → testing → monthly ops) so Client #2's build is 4 weeks, not 8.

4–6 hours Charles + Sam

6. Create MJBizCon Outreach Template

Subject line, 3–4 line email body, 60-second call opener, Calendly link to "Operations Clarity Call" (30 min, free).

1–2 hours Charles

✓ End of August Checklist

Sunset ROI report published or finalized for release

MJBizCon format confirmed + budget locked

Pricing model decided + documented

Module menu published

COA Pipeline SOP templated

MJBizCon outreach template locked

Brand messaging updated (Google credential + Care Plan reframe)

▶ September Clarity Calls + SOW Finalization

1. Lock Clarity Call Script + Scorecard

30-minute framework (opening → 5 discovery questions → close). Scorecard to qualify fit (high/medium/low) + budget + timeline.

1–2 hours Charles REQUIRED for Oct 1

2. Finalize Care Plan SOW Language + Anti-Lock-In

Add "Ownership & Exit" section (you own Command Center, n8n access, handoff SOP). Include 10-workflow cap, monthly review cadence, SLA, response times.

3–4 hours Charles + VLP (optional) $500–800

3. Design MJBizCon Pre-Show Email Campaign

4 emails (Oct 1, Oct 15, Nov 1, Nov 15) with templates: Intro + case study | Personalized pain-point | Last chance to book | Confirmation + logistics.

2–3 hours Charles or VA

✓ End of September Checklist

Clarity Call script + scoring template finalized

Care Plan SOW language locked

MJBizCon email campaign designed + templates ready

Pre-show outreach campaign launches October 1

▶ October–November Pre-Show Outreach + New Client Intake

🚀 The Outreach Sprint

This is where the rubber meets the road. 10–15 hours outreach + 20–30 hours on Client #2 audit. Goal: 15–20 Clarity Calls booked by Nov 30.

1. Execute Pre-Show Outreach Campaign

Target 100+ operators → 15–20 Clarity Calls booked → 8–12 convert to audit interest. Cadence: Oct 1–15 (wave 1) | Oct 15–Nov 15 (follow-up) | Nov 15–30 (final push).

10–15 hours Charles or VA BLOCKING milestone

2. Begin Client #2 Engagement (Audit)

2–3 week audit ($10K or $5K charter). Deliverable: AI Operations Report with 20% Reclaim calculation + ROI model. Proves repeatability beyond Sunset.

20–30 hours Charles PROVES repeatability

3. Publish Sunset Case Study

1–2 page case study (profile + approach + results + quote + visual) for MJBizCon handouts. Or "Phase 1 Complete + Phase 2 Roadmap" if full build isn't live yet.

2–3 hours Charles + designer By Nov 15

✓ End of November Checklist

Pre-show outreach executed; 15–20 Clarity Calls booked for Dec 1–3

Client #2 audit completed + proposal ready

Care Plan SOW templates finalized

Sunset case study published (Phase 1 + roadmap minimum)

MJBizCon logistics confirmed (booking, travel, materials)

You prepared + confident in pitch + objection handling

▶ December MJBizCon Execution + Pipeline Build

1. MJBizCon Pre-Conference Outreach

Final Clarity Call confirmations + last-minute booking. Goal: 15–20 calls confirmed + 5–10 additional conference conversations.

5–8 hours Charles Nov 15–30

2. MJBizCon Conference (Dec 1–3)

Execute 15–20 pre-booked Clarity Calls + 5–10 operator conversations. Qualify fit/budget/timeline. Book follow-ups. Exchange materials. Collect feedback.

15–20 hours Charles Revenue event of year

3. Post-Show Follow-Up Campaign

48-hour follow-up to every Clarity Call + conference contact. Personalized note + case study link + tiered next steps (High fit: audit | Medium: more info | Low: resource).

5–8 hours Charles or VA Dec 4–15

4. Convert Warm Leads → Audit Bookings

Target 2–3 audits booked for Q1 2027. Expected close rate: 40–50% of Clarity Call attendees. This fills your 2027 pipeline.

8–10 hours Charles Dec 15–31

✓ End of December Checklist

MJBizCon conference attended; 15–20 Clarity Calls completed

Post-show follow-up campaign executed

2–3 new audits booked for Q1 2027

Operator feedback collected + incorporated into 2027 messaging

2027 pipeline visible (Sunset go-live + 2–3 new clients)

▶ Critical Path What Cannot Slip

Late August: Sunset ROI Published

#1 proof point for MJBizCon. Without it, "20% Reclaim" is unvalidated.

CRITICAL

Late August: Module Menu + Pricing Locked

Enables clear sales motion for all downstream activities.

CRITICAL

Sept 15: Clarity Call Script Ready

Needed to launch Oct 1 outreach.

CRITICAL

Oct 1: Pre-Show Outreach Begins

2-month window to book 15–20 calls. Slips here = low attendance at MJBizCon.

CRITICAL

Nov 30: Clarity Calls Confirmed

High show-rate requires early booking + reminders.

CRITICAL

Dec 1–3: MJBizCon Execution

Revenue event of the year. Everything flows from this.

CRITICAL

Dec 15: Post-Show Follow-Up Complete

48-hour window closes deals. Slow follow-up = lost leads.

CRITICAL

Dec 31: 2–3 Audits Booked

Validates repeatability. Fills 2027 pipeline. Success metric.

CRITICAL