Facility-first commercial acquisition engine. Strategy up top, execution below — one page, read top to bottom.
Actuals start at — and fill live during the 90-day test, measured against targets and sourced benchmarks. Nothing is estimated — what isn’t measured stays “—”.
Live report lands here once the sequencer is configured (S7) and the Looker dashboard is built + shared (S8). Until then the targets below are the frame.
Planned vs actual spend (CAD/mo). Actual fills as tools go live — see Tools.
Roles are locked — no action.
Confirm both operators can push to the shared repo.
Verify the single deploy link is live and auto-builds.
Each operator on their own Claude / Claude Code seat.
Recurring Tue 16:00 checkpoint for the three.
One comms channel for Edu, Thalys, Flávio.
Hand off server / email access from Angel.
Provision the HBF mailbox + signature for Thalys.
Critical path: S0 → S1 → S2 → S4 (warmup). Everything else runs in parallel. First 30 days lead with fast channels — LinkedIn, phone, referral, Google Business — while email warms.
Credentials gate everything client-facing — Flávio gathers them, then pick the entry tier.
Register 2–3 look-alike (sósia) domains to isolate sending reputation — keep the primary clean.
Provision managed sending inboxes ON the sósia domains, inside the sequencer — never the main Workspace (Google drops the whole tenant).
Authenticate every sending domain before warmup — without it, mail lands in spam.
Start the warmup clock NOW — it runs 4–6 weeks in parallel with everything else.
Build the first facility list across the six verticals; enrich in Clay.
Stand up LinkedIn — the fastest channel while email warms. 14 days manual before any automation.
Configure the sequencer end-to-end with your approved copy.
Build the Looker report, enable embedding, and paste the embed URL into the dashboard's LIVE REPORT block — not a separate link.
Claim Google Business as a Service-Area Business — third-party credibility for the touches.
Go live on the first ~50 accounts once warmup (S4) and the sequencer (S7) are ready.
Install the cadence — ~50 contacts/week (weeks 1–4). Conservative early: 3–5 replies, 1–2 list entries while the system beds in.
Run ~50 qualified contacts a week — steady cadence over volume.
Capability statement + small CTA, then +5d and +7d follow-ups.
Turn replies into vendor/bid list entries.
Fast channels carry the first 30 days while email warms.
Warm referrals from the founder network — highest close.
Month 2 — scale to ~200 accounts touched; 10–15 vendor/bid list entries; qualify and get on the lists.
Scale toward ~200 accounts touched in month 2.
Qualify with operating docs to get approved on lists.
Land 10–15 vendor/bid list entries.
First bids and calls start arriving — HBF is in the flow.
Account-based push on a large administrator — one yes opens a portfolio.
Month 3 — pipeline turns real: 3–5 first contracts. Execute, gather feedback, ask for the referral.
Convert bids into the first 3–5 contracts. Flávio closes.
Execute the first jobs — one crew, teardown → turnover.
Gather honest feedback to confirm the close-rate proxy.
Ask for the referral and case proof while it’s fresh.
Set a rate card for repeat work.
Month 6 — recurring revenue consolidating: 50+ active accounts (≈30 facility · 20 project). Amplify.
Move accounts onto recurring rate card / next bid.
Reach 50+ active accounts (≈30 facility · 20 project).
Join BOMA — an amplifier once the first contract is in.
Use award notices to approach winning GCs — activates the project track.
Consolidate recurring revenue — a few right accounts beat raw volume.
Click a status to cycle planned → setup → active. The monthly spend tracks what's live.
Only tools on a live subscription are billed — active and setup. Planned and on-hold stay listed but aren't charged.
* Cloudflare / domains billed annually (~$15/yr each) — shown monthly. Not used: ManyChat · SMS · dedicated CRM (the sequencer's built-in covers the test).
Source: doc 16/27 + site (1 USD = 1.40 CAD).