# ELEVATE9 IMPLEMENTATION ROADMAP
## 30/60/90 Day System Rollout Plan

**Version:** 1.0  
**Created:** January 2026  
**Owner:** Austyn Beach

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## 🎯 ROLLOUT PHILOSOPHY

**Goal:** Implement the complete Elevate9 operating system in 90 days without disrupting current operations.

**Approach:**
- **Days 1-30:** Foundation & Critical Systems
- **Days 31-60:** Team Training & Process Optimization
- **Days 61-90:** Scale & Performance Tracking

**Key Principle:** Build momentum through quick wins, then compound.

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## 📅 DAYS 1-30: FOUNDATION & CRITICAL SYSTEMS

### **WEEK 1: DOCUMENTATION & ALIGNMENT**

#### **Day 1-2: Leadership Alignment**
**Owner:** Austyn

**Tasks:**
- [ ] Review complete system with Ladell
- [ ] Clarify executive roles (Austyn + Ladell only)
- [ ] Confirm team structure
- [ ] Set 90-day success metrics
- [ ] Schedule weekly leadership sync (30 min)

**Deliverable:** Leadership alignment document

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#### **Day 3-5: System Documentation Review**
**Owner:** Entire Team

**Tasks:**
- [ ] All team members read Master Operations Manual
- [ ] Review role-specific training materials
- [ ] Identify questions/gaps
- [ ] Schedule role clarification meetings

**Deliverable:** Team acknowledgment of roles and responsibilities

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#### **Day 6-7: Tools & Systems Audit**
**Owner:** Madison + Austyn

**Tasks:**
- [ ] Audit current tools (CRM, project management, communication)
- [ ] Identify what's working vs. what needs replacement
- [ ] Create tool optimization plan
- [ ] Purchase/setup any missing tools

**Deliverable:** Tools inventory and optimization plan

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### **WEEK 2: SALES SYSTEM IMPLEMENTATION**

#### **Day 8-10: Sales Pipeline Setup**
**Owner:** Austyn

**Tasks:**
- [ ] Set up Vision-First Pipeline in CRM
- [ ] Configure pipeline stages
- [ ] Add custom fields
- [ ] Create lost reasons
- [ ] Set up automation triggers
- [ ] Test pipeline flow

**Pipeline Stages:**
1. Lead
2. Gauge Call Scheduled
3. Gauge Call Complete
4. Pre-Production Meeting (if needed)
5. Closing
6. Closed-Won
7. Closed-Lost

**Deliverable:** Live CRM pipeline

---

#### **Day 11-14: Sales Tools Deployment**
**Owner:** Austyn + Sales Team

**Tasks:**
- [ ] Load Pre-Call Qualifier into system
- [ ] Load 15-Minute Audit Template
- [ ] Set up Proposal Builder
- [ ] Load Objection Scripts
- [ ] Configure Same-Day Incentive system
- [ ] Test end-to-end sales flow

**Deliverable:** Complete sales toolkit

---

### **WEEK 3: BRAND BUILD SYSTEM SETUP**

#### **Day 15-17: Project Management Structure**
**Owner:** Madison

**Tasks:**
- [ ] Create Brand Build Roadmap templates
- [ ] Set up project tracking system
- [ ] Create client communication templates
- [ ] Build timeline tracker
- [ ] Set up file management structure

**File Structure:**
```
Clients/
├── [Client Name]/
│   ├── 01_Discovery/
│   ├── 02_Content/
│   ├── 03_Design/
│   ├── 04_Web/
│   └── 05_Final_Deliverables/
```

**Deliverable:** Project management system

---

#### **Day 18-21: Service Menu & Pricing**
**Owner:** Austyn

**Tasks:**
- [ ] Finalize service packages
- [ ] Lock in pricing structure
- [ ] Create client-facing Service Menu
- [ ] Build proposal templates for each package
- [ ] Create upsell/expansion frameworks

**Deliverable:** Client Service Menu (print & digital)

---

### **WEEK 4: MARKETING ECOSYSTEM FOUNDATION**

#### **Day 22-24: Social Media Setup**
**Owner:** Austyn + Team

**Tasks:**
- [ ] Audit current social profiles
- [ ] Update bios (TikTok, Instagram, YouTube)
- [ ] Create Linktree/bio link structure
- [ ] Set up content pillar system
- [ ] Create caption templates
- [ ] Schedule first 2 weeks of content

**Deliverable:** Social media infrastructure

---

#### **Day 25-28: Website/Landing Page Audit**
**Owner:** Joe Riley

**Tasks:**
- [ ] Audit elevate9.io current state
- [ ] Identify improvement priorities
- [ ] Plan FEO-integrated homepage
- [ ] Design multi-platform funnel flow
- [ ] Create "coming soon" page template for clients

**Deliverable:** Website improvement plan

---

#### **Day 29-30: Week 1-4 Review & Adjust**
**Owner:** Austyn + Ladell

**Tasks:**
- [ ] Review what's implemented
- [ ] Identify blockers
- [ ] Adjust timeline if needed
- [ ] Celebrate wins
- [ ] Plan Week 5-8

**Deliverable:** 30-day progress report

---

## 📅 DAYS 31-60: TEAM TRAINING & PROCESS OPTIMIZATION

### **WEEK 5: SALES TEAM TRAINING**

#### **Day 31-33: Sales Fundamentals**
**Owner:** Austyn

**Training:**
- [ ] Vision-First philosophy deep dive
- [ ] Pre-Call Qualifier practice
- [ ] 15-Minute Audit practice (complete 3)
- [ ] Role-play gauge calls
- [ ] Role-play objection handling

**Deliverable:** Certified sales team members

---

#### **Day 34-37: Live Sales Execution**
**Owner:** Sales Team

**Tasks:**
- [ ] Run 10 speed qualifiers
- [ ] Complete 5 audits
- [ ] Conduct 3 gauge calls (shadowed)
- [ ] Send 2 proposals
- [ ] Attempt 1 close
- [ ] Daily debrief with Austyn

**Deliverable:** First week of live sales data

---

### **WEEK 6: DELIVERY TEAM TRAINING**

#### **Day 38-40: Brand Director Training**
**Owner:** Austyn

**Training:**
- [ ] FEO Framework deep dive
- [ ] Vision Blueprint creation practice
- [ ] Messaging Framework practice
- [ ] Client interview practice
- [ ] Review past project examples

**Deliverable:** Certified Brand Director

---

#### **Day 41-44: Production Team Training**
**Owner:** Ladell

**Training:**
- [ ] Quality standards review
- [ ] Shoot checklist training
- [ ] Editing workflow optimization
- [ ] Equipment audit
- [ ] Practice shoot + edit

**Deliverable:** Certified production team

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### **WEEK 7: WEB/TECH TEAM TRAINING**

#### **Day 45-47: Web Development Standards**
**Owner:** Joe Riley

**Training:**
- [ ] Review technical standards
- [ ] QA checklist training
- [ ] Speed optimization best practices
- [ ] SEO setup checklist
- [ ] Build practice landing page

**Deliverable:** Certified web developer

---

#### **Day 48-51: Full Team Integration**
**Owner:** Austyn + Ladell

**Tasks:**
- [ ] Run mock client project end-to-end
- [ ] Test handoffs between departments
- [ ] Identify friction points
- [ ] Optimize workflows
- [ ] Document improvements

**Deliverable:** Optimized workflow documentation

---

### **WEEK 8: MARKETING EXECUTION**

#### **Day 52-54: Content Production Sprint**
**Owner:** Entire Team

**Tasks:**
- [ ] Record 5 TikTok videos
- [ ] Record 1 YouTube long-form video
- [ ] Create 10 Instagram posts
- [ ] Design social templates
- [ ] Schedule 2 weeks of content

**Deliverable:** 2-week content calendar

---

#### **Day 55-58: Multi-Platform Funnel Testing**
**Owner:** Austyn + Madison

**Tasks:**
- [ ] Test Landing Page → YouTube flow
- [ ] Test YouTube → Website flow
- [ ] Test Payment → Social redirect
- [ ] Verify all links work
- [ ] Check analytics tracking

**Deliverable:** Functioning multi-platform funnel

---

#### **Day 59-60: 60-Day Review & Adjust**
**Owner:** Austyn + Ladell

**Tasks:**
- [ ] Review all systems implemented
- [ ] Analyze what's working vs. not
- [ ] Adjust strategies
- [ ] Set Week 9-12 priorities
- [ ] Celebrate progress

**Deliverable:** 60-day progress report

---

## 📅 DAYS 61-90: SCALE & PERFORMANCE TRACKING

### **WEEK 9: FULL SYSTEM ACTIVATION**

#### **Day 61-63: Sales Acceleration**
**Owner:** Sales Team

**Tasks:**
- [ ] Increase to 50-100 daily dials
- [ ] Target 5-7 gauge calls this week
- [ ] Send 3-5 proposals
- [ ] Close 2-3 deals
- [ ] Track all metrics

**Target:** $15K-$25K in new revenue this week

---

#### **Day 64-67: Delivery Machine**
**Owner:** Delivery Team

**Tasks:**
- [ ] Execute 2-3 active client projects
- [ ] Maintain quality standards
- [ ] Hit timeline targets
- [ ] Document any process improvements
- [ ] Prepare for next month's load

**Target:** Deliver on time, on quality

---

### **WEEK 10: MARKETING AMPLIFICATION**

#### **Day 68-70: Content Acceleration**
**Owner:** Content Team

**Tasks:**
- [ ] Publish 10+ TikToks this week
- [ ] Publish 5+ Instagram posts
- [ ] Publish 1 YouTube video
- [ ] Engage with comments/DMs
- [ ] Track engagement metrics

**Target:** 20% increase in engagement

---

#### **Day 71-74: Partnership Development**
**Owner:** Austyn

**Tasks:**
- [ ] Reach out to 10 potential referral partners
- [ ] Set up 3 partnership calls
- [ ] Create partnership agreements
- [ ] Launch referral program
- [ ] Document partner onboarding process

**Target:** 2-3 active partnerships

---

### **WEEK 11: CLIENT SUCCESS & RETENTION**

#### **Day 75-77: Client Onboarding Optimization**
**Owner:** Madison

**Tasks:**
- [ ] Refine onboarding sequence
- [ ] Create client success materials
- [ ] Build upsell trigger system
- [ ] Set up 30/60/90-day check-ins
- [ ] Create referral request templates

**Deliverable:** Client success system

---

#### **Day 78-81: Expansion Opportunities**
**Owner:** Austyn

**Tasks:**
- [ ] Review existing client list
- [ ] Identify upsell opportunities
- [ ] Reach out to past clients
- [ ] Propose expansion projects
- [ ] Target $10K in expansion revenue

**Target:** 2-3 expansion projects booked

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### **WEEK 12: PERFORMANCE REVIEW & PLANNING**

#### **Day 82-84: Metrics Analysis**
**Owner:** Austyn + Madison

**Tasks:**
- [ ] Pull 90-day performance data
- [ ] Analyze sales metrics
- [ ] Analyze delivery metrics
- [ ] Analyze marketing metrics
- [ ] Identify trends and patterns

**Key Metrics:**
- Leads qualified
- Close rate
- Average deal size
- Project completion rate
- Client satisfaction
- Revenue generated

---

#### **Day 85-87: Team Performance Review**
**Owner:** Austyn + Ladell

**Tasks:**
- [ ] Individual team member reviews
- [ ] Identify training needs
- [ ] Recognize top performers
- [ ] Address performance gaps
- [ ] Adjust roles if needed

**Deliverable:** Team performance reports

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#### **Day 88-90: Next 90 Days Planning**
**Owner:** Austyn

**Tasks:**
- [ ] Set Q2 goals
- [ ] Identify growth priorities
- [ ] Plan team expansions (if needed)
- [ ] Budget next 90 days
- [ ] Create implementation roadmap for Days 91-180

**Deliverable:** Next 90-day roadmap

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## 📊 SUCCESS METRICS

### **30-Day Targets**

✅ All systems documented  
✅ CRM pipeline live  
✅ Sales tools deployed  
✅ Project management system active  
✅ Service menu finalized  
✅ Social profiles updated

### **60-Day Targets**

✅ Team fully trained  
✅ 2-3 active client projects  
✅ $25K+ in new revenue  
✅ Multi-platform funnel live  
✅ Content calendar active  
✅ Processes optimized

### **90-Day Targets**

✅ $50K+ monthly revenue  
✅ 50%+ close rate on qualified leads  
✅ 5+ active client projects  
✅ 2-3 active partnerships  
✅ Growing social presence  
✅ Scalable systems in place

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## ⚠️ POTENTIAL BLOCKERS & MITIGATION

### **Blocker: Team Resistance to Change**
**Mitigation:**
- Involve team in planning
- Explain the "why" behind changes
- Celebrate small wins
- Provide support and training

### **Blocker: Client Projects Delay Training**
**Mitigation:**
- Prioritize training for slow weeks
- Use real projects as training opportunities
- Schedule training in evenings if needed
- Don't sacrifice quality for speed

### **Blocker: Tool/Tech Issues**
**Mitigation:**
- Test all tools before full rollout
- Have backup plans
- Budget for tech support
- Document workarounds

### **Blocker: Revenue Dips During Transition**
**Mitigation:**
- Don't stop selling during implementation
- Keep existing client work flowing
- Focus on quick-close opportunities
- Maintain sales momentum

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## 🎯 WEEKLY LEADERSHIP CHECK-INS

**Every Monday (30 min):**
- Review previous week
- Set current week priorities
- Address blockers
- Adjust timeline if needed

**Agenda:**
1. What got done last week?
2. What's the priority this week?
3. Any blockers?
4. Any quick wins we can celebrate?
5. Anything we need to adjust?

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## 📈 TRACKING DASHBOARD

### **Weekly Scorecard**

| Metric | Target | Actual | Status |
|--------|--------|--------|--------|
| Leads Qualified | 5 | - | |
| Discovery Calls | 3 | - | |
| Proposals Sent | 2 | - | |
| Deals Closed | 1 | - | |
| Revenue | $8,500 | - | |
| Client Projects Active | 2-3 | - | |
| Content Published | 10+ | - | |

**Update This Every Friday**

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## 🏆 CELEBRATION MILESTONES

**Day 30:** Foundation complete 🎉  
**Day 60:** Team trained, systems running 🎉  
**Day 90:** Full system operational, targets hit 🎉

**Reward Ideas:**
- Team dinner
- Bonus for hitting targets
- Recognition in team meeting
- Extra day off
- Whatever motivates your team

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## ✅ FINAL CHECKLIST (Day 90)

**By the end of 90 days, you should have:**

- [ ] Complete operating system documented
- [ ] CRM pipeline fully functional
- [ ] Team fully trained and certified
- [ ] 5+ active client projects
- [ ] Multi-platform marketing funnel live
- [ ] Partnership program active
- [ ] Consistent content publishing
- [ ] $50K+ monthly revenue
- [ ] Scalable processes in place
- [ ] Clear roadmap for next 90 days

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## 💡 FINAL NOTES

**This is a living document.**  
Adjust timelines based on reality, but don't sacrifice quality.

**Focus on:**
- Quick wins that build momentum
- Systems that compound
- Quality over speed
- Team development

**Remember:**
"Systems enable freedom, they don't restrict it."

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**Document Version:** 1.0  
**Created:** January 2026  
**For:** Elevate9 Team  
**Owner:** Austyn Beach

**Next Review:** April 2026