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Board Update - Q4 2024

Overview
  • Completing First Year with Team
  • Scaling into Retainer Contracts
  • Positioning to Create Stability (Contracts & Services)
  • Laying Foundation for 2025
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Focus
  • Moving into Strategic Leadership Roles
  • Client Services Transitioning to Team
  • Increasing Efficiency & Quality of Services
  • Setting Consistent Standards for Work & Product Quality
  • Establishing Financial, Legal, & Compliance Foundations
  • Building Brand Design Systems
  • Establishing Company Position & Team for 2025
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Roadmap (Q4)
1

September

  • Transition Plan for Client Services
  • Company Strategy & Vision
  • Delegate Operations
  • Finalize Q4 Planning
2

October

  • Define Service Standards
  • Establish Financial Foundation
  • Finalize Client Services Transition
3

November

  • Finalize Team Onboarding & Roles
  • Finalize Operational Processes & Organization
  • Develop Compliance & Security Foundation
4

December

  • Year Review
  • 2025 Planning
    Leadership Roles
    Logan Venture (Product & Revenue)
    • Growing Revenue & Opportunities
    • Designing Profitable Products & Systems
    • Creating Stability & Clarity
    Hannah Venture (Administrative)
    • Monitoring & Improving Profitability
    • Minimizing Risk
    • Overseeing Organization & Reporting
    Charles Brubaker (Sales & Operations)
    • Growing Revenue & Opportunities
    • Improving Operations
    Sarah Ames (Operations)
    • Establishing & Improving Operations
    • Directing & Managing Team
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    Thank you.