# 5. SERVICE OFFERINGS

## 5.1 Overview - 4 Piliers de Revenus

GBCM LLC propose une offre sophistiquée en **4 piliers complémentaires**, permettant de servir différents segments de marché avec des niveaux d'engagement variés:

```
GBCM Service Portfolio

┌─────────────────────────────────────────────────────────────┐
│  TRANSFORM Programs (Transformation 12 mois)                │
│  Prix: $8,997 - $59,997/an                                  │
│  Target: Scale-ups & Growth SMBs                            │
│  Revenue An 1: $70K (39%) │ An 3: $400K (47%)              │
└─────────────────────────────────────────────────────────────┘

┌─────────────────────────────────────────────────────────────┐
│  ADVISORY Retainers (Consulting stratégique ongoing)        │
│  Prix: $7,500 - $15,000/mois (min 6 mois)                  │
│  Target: Scale-ups en transformation majeure                │
│  Revenue An 1: $60K (33%) │ An 3: $300K (35%)              │
└─────────────────────────────────────────────────────────────┘

┌─────────────────────────────────────────────────────────────┐
│  ACCELERATOR Intensives (Sprints 90 jours)                  │
│  Prix: $25,000 par intensive                                │
│  Target: Growth SMBs besoin résultats rapides               │
│  Revenue An 1: $25K (14%) │ An 3: $75K (9%)                │
└─────────────────────────────────────────────────────────────┘

┌─────────────────────────────────────────────────────────────┐
│  PLATFORM Membership (Self-serve subscription)              │
│  Prix: $297/mois ou $2,970/an                               │
│  Target: Entrepreneurs & self-directed learners             │
│  Revenue An 1: $25K (14%) │ An 3: $75K (9%)                │
└─────────────────────────────────────────────────────────────┘
```

**Stratégie de Portfolio**:
- **Piliers 1-2**: High-ticket, high-touch, forte marge (70% du revenue)
- **Piliers 3-4**: Mid-ticket scalable, acquisition pipeline (30% du revenue)
- **Upsell Path**: Platform → Accelerator → Transform → Advisory

---

## 5.2 PILIER 1: TRANSFORM Programs

### 5.2.1 Concept & Positionnement

**Tagline**: "Transformation Business Complète sur 12 Mois"

**Promesse**: Passer de chaos/plateau de croissance à entreprise structurée et scalable, avec méthodologie éprouvée, coaching exécutif, et communauté de pairs.

**Durée**: 12 mois (vs 24 mois ancienne version)
- Plus adapté au rythme business moderne
- Permet renouvellement annuel vs engagement 2 ans
- Crée urgence et focus exécution

### 5.2.2 Les 3 Packages

#### Package GROWTH - $8,997/an ($750/mois)

**Positioning**: Entry-level pour entrepreneurs et petites SMBs ($1M-$3M revenue)

**Inclus**:
✅ **12 Ateliers Mensuels Online** (3h chacun)
- Thèmes: Strategy, Marketing, Sales, Operations, Finance, Leadership, etc.
- Format: 8-12 participants max (intimité + networking)
- Live + enregistrements (flexibilité)

✅ **AI Success Coach™ 24/7**
- Chatbot intelligent formé sur méthodologies GBCM
- Répond questions entre sessions
- Accountability reminders
- Progress tracking

✅ **Resource Library**
- 50+ modules on-demand
- Templates & frameworks téléchargeables
- Tools & checklists
- Case studies

✅ **Community Access**
- Forum privé (Slack ou Circle)
- Peer networking events trimestriels
- Mastermind groups auto-organisés

✅ **GBCM Scale Framework™ Lite**
- Self-assessment tools
- Roadmap template personnalisé
- Quarterly reviews (groupe)

**Pricing Rationale**:
- $750/mois = Accessible pour PME
- Équivalent 5-6h coaching traditionnel ($125-150/h)
- Mais valeur bien supérieure (groupe + tech + ressources)

**Target Volume**: 5-8 clients An 1, 15-20 An 3

---

#### Package SCALE - $23,997/an ($2,000/mois)

**Positioning**: Premium tier pour growth SMBs ($3M-$15M revenue) sérieuses sur transformation

**Inclus**: Tout GROWTH +

✅ **Coaching 1-on-1 Mensuel** (2h/mois = 24h/an)
- Sessions privées avec coach GBCM senior
- Challenges spécifiques entreprise
- Accountability personnalisée
- Strategic sparring partner

✅ **Quarterly Strategy Sessions** (Présentiel)
- 1 jour/trimestre (4 jours/an)
- Deep dive stratégique
- Workshop intensif avec fondateur GBCM
- Networking avec autres SCALE clients

✅ **Custom Roadmap & OKRs**
- Roadmap 12 mois personnalisé
- OKRs trimestriels définis ensemble
- Monthly tracking & course correction
- Dashboards analytics personnalisés

✅ **Priority Support**
- Email/Slack response <4h ouvrables
- Emergency calls (2/an si besoin critique)
- Intro network GBCM (investors, partners, etc.)

✅ **GBCM Scale Framework™ Full**
- Implémentation complète 5 phases
- Templates customisés pour industrie
- Audit trimestriel progress

**Pricing Rationale**:
- $2,000/mois = Sweet spot SMB budget consulting
- Équivalent 12-16h coaching/consulting traditionnel
- ROI clair: Si aide augmenter revenue $200K+, 10x return

**Target Volume**: 3-5 clients An 1, 15-20 An 3

---

#### Package TRANSFORM - $59,997/an ($5,000/mois)

**Positioning**: VIP tier pour scale-ups ($10M-$50M revenue) en transformation majeure

**Inclus**: Tout SCALE +

✅ **Coaching Exécutif Intensif** (6h/mois = 72h/an)
- 2 sessions × 3h/mois (profondeur maximale)
- CEO + leadership team coaching
- Strategic advisory board seat (informel)
- Unlimited messaging access (Slack/Voxer)

✅ **Team Workshops** (Jusqu'à 5 personnes incluses)
- Leadership team alignment sessions (trimestrielles)
- Department-specific workshops (Sales, Ops, etc.)
- On-site facilitation (2x/an inclus, travel extra)
- Custom program design

✅ **Implementation Support Hands-on**
- Consultant dédié participe exécution
- Project management support
- Vendor selection assistance
- M&A prep / due diligence support (si applicable)

✅ **VIP Perks**:
- Annual executive retreat (2 jours off-site)
- Priority scheduling (book anytime)
- Spouse/partner welcome aux events
- Lifetime alumni status (access réduit post-programme)

✅ **All 3 Methodologies™ Full**
- Scale Framework™
- Digital Transformation Canvas™
- Sustainable Leadership System™
- Custom playbook créé pour entreprise

**Pricing Rationale**:
- $5,000/mois = Comparable boutique consulting retainer
- Mais 12 mois ongoing vs projet 3-6 mois
- Équivalent 30-40h consulting/mois traditionnel
- ROI: Si scale $10M→$15M+ revenue, 50-100x return

**Target Volume**: 1-2 clients An 1, 3-5 An 3

---

### 5.2.3 Delivery Model - Transform Programs

#### Onboarding (Semaine 1)

**Kick-off Call** (2h):
- Welcome & platform orientation
- Assessment complet entreprise (financials, operations, team, market)
- Goal setting (SMART objectives 12 mois)
- Custom roadmap draft

**Platform Setup**:
- Account creation & training
- Calendar sync (ateliers, coaching calls)
- Community introduction
- Resource library tour

**Deliverables**:
- Personalized welcome packet (digital)
- 12-month roadmap draft v1
- OKRs Q1 defined
- First action items assigned

#### Ongoing Rhythm (Mois 2-12)

**Monthly Cycle**:

**Semaine 1**: Atelier thématique (3h live online)
- Ex: "Strategic Planning", "Revenue Acceleration", "Team Building"
- Teaching + exercises + peer discussion
- Homework assigned

**Semaine 2**: 1-on-1 Coaching (SCALE/TRANSFORM seulement, 2-6h)
- Review progress depuis dernier mois
- Problem-solving challenges actuels
- Planning initiatives mois suivant

**Semaine 3**: AI-Guided Self-Work
- Modules on-demand platform
- Implementation action items
- AI coach check-ins (automated)

**Semaine 4**: Peer Accountability
- Mastermind group call (optionnel, 1h)
- Community forum discussions
- Preparation prochain atelier

**Quarterly Milestones**:
- Q1: Assessment + Quick Wins
- Q2: Foundation Building (systems, processes)
- Q3: Growth Acceleration (scaling initiatives)
- Q4: Optimization + Planning An 2

#### Graduation & Renewal (Mois 12)

**Final Month**:
- Comprehensive review (where started vs where now)
- Impact assessment (quantitative + qualitative)
- Celebration & recognition
- Renewal discussion

**Renewal Offer**:
- 10% loyalty discount si renouvellement
- Option upgrade tier (Growth → Scale → Transform)
- Alumni benefits si décide de ne pas renouveler

**Success Metrics Tracked**:
- Revenue growth (baseline vs after)
- Profitability improvement
- Team satisfaction scores
- Leader burnout reduction (hours worked, stress level)
- Strategic initiatives completed
- NPS score

---

## 5.3 PILIER 2: ADVISORY Retainers

### 5.3.1 Concept & Positionnement

**Tagline**: "Your Fractional Strategy Officer"

**Promesse**: Expertise stratégique senior on-demand pour transformations majeures, sans coût d'un Executive full-time ($200K+ salary).

**Différence vs TRANSFORM**: 
- Plus hands-on exécution (vs coaching/teaching)
- Stratégie custom (vs framework standard)
- Ongoing flexible (vs programme 12 mois structuré)

### 5.3.2 Retainer Tiers

#### Standard Retainer - $7,500/mois

**Scope**: 20-25 heures/mois (average)

**Typical Use Cases**:
- Digital transformation planning & oversight
- Revenue growth strategy & execution support
- Organizational redesign (scaling from $5M to $15M+)
- M&A preparation (sell-side advisory)
- Product/market expansion strategy

**Deliverables (Exemples)**:
- Strategic plans & roadmaps
- Business cases & financial models
- Process documentation & SOPs
- Board presentation decks
- Vendor RFPs & selection

**Team Engagement**:
- Primary: CEO/Founder
- Secondary: Leadership team (CFO, COO, etc.)
- Access: Email/Slack unlimited, calls scheduled

**Commitment**: Minimum 6 mois (pour voir résultats)

---

#### Premium Retainer - $12,500/mois

**Scope**: 35-40 heures/mois

**Inclus**: Tout Standard +
- Weekly strategic calls (vs bi-weekly)
- Participation réunions leadership team
- Interim executive role (ex: fractional COO during search)
- Crisis management support

---

#### Enterprise Retainer - $15,000+/mois

**Scope**: 50+ heures/mois (quasi full-time)

**Custom selon besoins**, exemples:
- Complete transformation program management
- Multiple workstreams (ops + sales + tech simultaneously)
- Team of consultants (1 senior + 1-2 junior)
- On-site presence régulière (1-2 jours/semaine)

---

### 5.3.3 Engagement Process

**Phase 1: Discovery** (Week 1, no charge)
- Initial consultation (2h)
- Situation assessment
- Scope definition
- Chemistry check (both ways)

**Phase 2: Proposal** (Week 2)
- Custom SOW (Statement of Work)
- Deliverables defined
- Timeline & milestones
- Retainer terms (monthly, invoiced upfront)

**Phase 3: Kick-off** (Week 3-4)
- Deep dive workshops (2-3 jours)
- Stakeholder interviews
- Data gathering & analysis
- Workplan finalization

**Phase 4: Execution** (Month 2-6+)
- Regular cadence (weekly calls + async work)
- Monthly deliverables checkpoints
- Quarterly strategy reviews
- Continuous course correction

**Phase 5: Transition** (Final Month)
- Knowledge transfer to internal team
- Documentation complete
- Recommendations future phases
- Handoff or renewal discussion

---

## 5.4 PILIER 3: ACCELERATOR Intensives

### 5.4.1 Concept

**Tagline**: "90-Day Sprint to Breakthrough Results"

**Promesse**: Résoudre UN challenge majeur en 90 jours avec méthodologie intensive, coaching focused, et implémentation guidée.

**Format**: Cohort-based (3-5 entreprises) ou 1-on-1 (premium)

**Price**: $25,000 par participant (cohort) ou $35,000 (1-on-1)

### 5.4.2 Les 3 Accelerators

#### Digital Transformation Accelerator

**For**: SMBs $3M-$20M revenue, low digital maturity (score <50/100)

**Challenge Résolu**: "Nous sommes en retard sur la transformation digitale et ne savons pas par où commencer"

**Programme 90 Jours**:

**Semaine 1-2: ASSESS**
- Digital Maturity Assessment (100-point scorecard)
- Tech stack audit
- Process mapping (identify manual/inefficient)
- Quick win identification

**Semaine 3-6: DESIGN**
- Transformation roadmap (18-24 mois)
- Phase 1 initiative selection (3-5 initiatives)
- Vendor evaluation & selection
- Budget & business case

**Semaine 7-10: IMPLEMENT (Phase 1 Quick Wins)**
- Tools deployment (ex: CRM, project mgmt, automation)
- Training team
- Process redesign
- Change management

**Semaine 11-12: OPTIMIZE & PLAN**
- Results measurement
- Lessons learned
- Phase 2 planning (next 90 days)
- Graduation & roadmap handoff

**Deliverables**:
- Digital Maturity Assessment Report
- 18-Month Transformation Roadmap
- Implemented Quick Wins (typically 2-4 tools/processes)
- Training materials & documentation
- Phase 2 Blueprint

**Success Metric**: Maturity score increase 20-30 points, 3-5 quick wins live, team trained

---

#### Revenue Growth Accelerator

**For**: SMBs $2M-$10M revenue, plateau de croissance

**Challenge Résolu**: "Nos revenus stagnent depuis 12-18 mois, nous avons besoin d'un breakthrough"

**Programme 90 Jours**:

**Semaine 1-2: DIAGNOSE**
- Revenue breakdown analysis (by product, customer, channel)
- Sales process audit
- Pricing analysis
- Competitive positioning review

**Semaine 3-6: STRATEGIZE**
- Growth levers identification (top 5)
- Prioritization (impact vs effort)
- Growth plan (initiatives + targets)
- Resource allocation

**Semaine 7-10: EXECUTE**
- Implement top 2-3 initiatives
- Sales playbook creation
- Pricing optimization
- Marketing campaigns launch

**Semaine 11-12: SCALE & SUSTAIN**
- Results tracking dashboard
- Process documentation
- Team training
- 6-month scale plan

**Deliverables**:
- Revenue Diagnostic Report
- Growth Roadmap (12 mois, $X target)
- Implemented 2-3 growth initiatives
- Sales playbook & training
- Tracking dashboard

**Success Metric**: 10-20% revenue increase trajectory, new pipeline $100K+, repeatable process

---

#### Leadership Team Accelerator

**For**: Growing companies struggling with leadership team effectiveness

**Challenge Résolu**: "Notre équipe de direction est dysfonctionnelle, nous perdons du temps en réunions inutiles et manquons d'alignement"

**Programme 90 Jours**:

**Semaine 1-2: ASSESS**
- Leadership team assessment (Patrick Lencioni 5 dysfunctions)
- Individual 360 reviews
- Team dynamics observation (meeting audit)
- Alignment survey

**Semaine 3-6: ALIGN**
- Vision/mission/values clarification
- Strategic priorities (top 3-5 for year)
- Roles & responsibilities (RACI)
- Decision-making framework

**Semaine 7-10: PERFORM**
- Meeting rhythms redesign (daily, weekly, monthly, quarterly)
- Communication protocols
- Conflict resolution training
- Accountability systems

**Semaine 11-12: SUSTAIN**
- Leadership offsite (2 jours)
- Team charter finalization
- Ongoing coaching plan
- 90-day review ritual setup

**Deliverables**:
- Team Assessment Report
- Strategic Alignment Document
- Meeting Rhythms Playbook
- Team Charter
- Leadership Development Plans (individual)

**Success Metric**: Team effectiveness score +30-40 points, meeting hours -30%, decisions speed +50%

---

### 5.4.3 Delivery Model - Accelerators

**Cohort-Based** (3-5 companies):
- Bi-weekly workshops (6 × 3h over 90 days)
- Weekly office hours (1h group Q&A)
- Private Slack channel
- Peer accountability partners
- Shared learnings & best practices

**Advantages**:
- Lower price ($25K vs $35K 1-on-1)
- Peer learning (see others' solutions)
- Networking (lasting relationships)
- Accountability (don't want to be the one behind)

**1-on-1 Intensive** (Premium):
- All attention on your business
- Faster pace (customize schedule)
- Confidential (no peer sharing)
- Hands-on implementation (consultant on your team)

---

## 5.5 PILIER 4: PLATFORM Membership

### 5.5.1 Concept

**Tagline**: "Your On-Demand Business Growth University"

**Promesse**: Accès 24/7 aux méthodologies, outils, et communauté GBCM pour $10/jour.

**Model**: Subscription recurring (monthly ou annual)

**Price**:
- $297/mois (cancel anytime)
- $2,970/an (save $594, 17% discount)

### 5.5.2 Inclus

✅ **50+ On-Demand Courses**
- Video modules (10-30 min each)
- Transcripts & worksheets
- Quizzes & certifications
- New content monthly

**Categories**:
- Strategic Planning (10 modules)
- Revenue Growth (12 modules)
- Operations Excellence (8 modules)
- Leadership Development (10 modules)
- Digital Transformation (10 modules)

✅ **AI Success Coach™ Lite**
- Ask questions 24/7
- Get framework recommendations
- Accountability reminders
- Limited to 50 messages/month

✅ **Templates & Tools Library**
- 100+ downloadable templates
  - Business plan
  - Financial models
  - OKR templates
  - 1-on-1 meeting agendas
  - Strategy canvas
- Frameworks & checklists
- Case studies

✅ **Monthly Group Coaching** (Live)
- 1 × 90min/month
- Hot seat coaching (members can ask questions)
- Guest experts occasionally
- Recorded (if can't attend live)

✅ **Community Forum**
- Private online community
- Ask questions, get peer advice
- Networking
- Accountability groups (self-organized)

✅ **Discounts & Perks**:
- 10% off TRANSFORM programs (if upgrade)
- 15% off Accelerator Intensives
- Priority waitlist for events
- Early access new features

### 5.5.3 Target Audience

**Primary**:
- Entrepreneurs $250K-$1M revenue (can't afford full coaching yet)
- Self-directed learners (prefer consume at own pace)
- Former TRANSFORM clients (alumni staying connected)
- Corporate managers (using personally, not company-paid)

**Secondary**:
- Students/aspiring entrepreneurs (learning mode)
- Service providers (accountants, lawyers wanting business knowledge)
- International clients (timezone challenges with live programs)

**Volume Target**:
- An 1: 30-50 members (early adopters)
- An 2: 150-200 members (marketing scales)
- An 3: 300-400 members (word of mouth + SEO)

**Revenue Projection**:
- An 1: 40 members × $2,970/an = $119K (but conservateur $25K in projections)
- An 3: 300 members × $2,970 = $891K (conservateur $75K in projections)

**Note**: Volontairement conservateur car churn élevé sur memberships (30-40%/an industry standard). GBCM vise <25% avec engagement supérieur.

---

## 5.6 Pricing Strategy & Justification

### 5.6.1 Pricing Philosophy

**Value-Based Pricing** (vs Cost-Plus ou Competitor-Based)

**Rationale**: Prix basé sur valeur délivrée au client, pas sur nos coûts ou prix concurrents.

**ROI Framework**:
| Service | Investment | Typical ROI | Payback Period |
|---------|-----------|-------------|----------------|
| TRANSFORM Growth | $9K | $50K+ revenue increase | 2-3 mois |
| TRANSFORM Scale | $24K | $200K+ revenue increase | 1-2 mois |
| TRANSFORM Transform | $60K | $500K+ revenue increase | 1-2 mois |
| ADVISORY Retainer | $45K-90K (6 mois) | $300K-1M+ impact | 3-6 mois |
| ACCELERATOR | $25K | $100K+ (specific to type) | 3-6 mois |
| PLATFORM | $3K/an | $10K-30K (knowledge + time saved) | 6-12 mois |

**Key Principle**: Si client n'obtient pas 3-5x return, nous avons échoué.

### 5.6.2 Competitive Pricing Analysis

**TRANSFORM vs Alternatives**:
| Service | Price | GBCM Advantage |
|---------|-------|----------------|
| Vistage | $18K-24K/an | GBCM 30-60% cheaper, more tech |
| Strategic Coach | $12K-25K/an | Comparable, more tactical |
| Individual Coach | $24K-60K/an (2h/week) | GBCM includes group + AI + community |
| Boutique Consulting | $50K-150K project | GBCM ongoing vs one-time |

**GBCM Sweet Spot**: Premium value, mid-high price (not cheapest, not most expensive)

### 5.6.3 Payment Terms

**TRANSFORM Programs**:
- Option A: Annual upfront (5% discount)
- Option B: Bi-annual (50% upfront, 50% month 6)
- Option C: Quarterly (25% every 3 mois, +3% processing fee)

**ADVISORY Retainers**:
- Monthly invoicing, due 1st of month
- Net 15 terms
- 6-month minimum commitment

**ACCELERATOR**:
- 50% deposit at enrollment
- 50% before Day 1 of program

**PLATFORM**:
- Monthly: Auto-charge monthly
- Annual: Charged upfront (2 mois free vs monthly)

---

## 5.7 Upsell & Cross-Sell Strategy

### Customer Journey & Upgrade Path

```
Entry → Growth → Retention → Advocacy

PLATFORM         →  ACCELERATOR      →  TRANSFORM      →  ADVISORY
($297/mo)           ($25K intensive)    ($9K-$60K/yr)     ($7.5K-$15K/mo)
                                         ↓
                                    RENEW + UPGRADE
                                    (90% retention goal)
```

**Upsell Triggers**:

1. **Platform → Accelerator**:
   - Member active >3 mois
   - High engagement (completes modules, attends group coaching)
   - Hits plateau (need more hands-on help)
   - **Offer**: 10% discount on Accelerator as member

2. **Platform/Accelerator → TRANSFORM**:
   - Graduated Accelerator with good results
   - Ready for comprehensive program
   - **Offer**: Credit Accelerator fee toward TRANSFORM

3. **TRANSFORM → ADVISORY**:
   - Nearing end of 12-month program
   - Major transformation underway (needs ongoing support)
   - Scaled to point where needs fractional executive
   - **Offer**: Retainer at special rate (first month 50% off)

4. **Any → Platform (Alumni)**:
   - Completed TRANSFORM or ADVISORY
   - Want to stay connected
   - **Offer**: Alumni rate ($197/mo vs $297)

### Cross-Sell Opportunities

**Workshop + Coaching Combo**:
- TRANSFORM client wants team trained
- Can add team workshops ($5K/day)

**1-on-1 Add-on Hours**:
- GROWTH client wants occasional 1-on-1
- Can purchase packs: 5h for $1,000 (vs $1,250 à la carte)

**Implementation Services**:
- Any client needs help executing
- GBCM can provide fractional resources
- Pricing: $150-250/h depending on seniority

---

## 5.8 Service Delivery Infrastructure

### Technology Stack

**Client Platform** (Custom built):
- Learning Management System (courses, progress tracking)
- Coaching portal (schedule sessions, notes, action items)
- AI chatbot integration
- Community forum
- Resource library
- Analytics dashboard (client sees their progress)

**Internal Operations**:
- CRM: HubSpot (client records, pipeline, communications)
- Scheduling: Calendly + Google Cal
- Coaching Notes: CoachAccountable
- Payments: Stripe (subscriptions, invoicing)
- Contracts: DocuSign
- Project Management: ClickUp
- Communication: Slack (internal), Slack/Email (clients)

### Team Roles (An 1 → An 3)

**An 1** (2-3 people):
- Founder/CEO: Lead coach, delivery, sales, strategy
- Virtual Assistant: Admin, scheduling, client support
- Part-time Content Creator: Courses, blog, social

**An 2** (5-6 people):
- Founder/CEO
- Director of Coaching: Delivery scale, coach training
- Sales Manager: Pipeline, closing, onboarding
- Virtual Assistant
- Full-time Content/Marketing
- Part-time Tech (platform maintenance)

**An 3** (7-8 people):
- Founder/CEO
- Director of Coaching
- 2× Senior Coaches (dedicated delivery)
- Sales Manager
- Marketing Manager
- Operations Manager
- Virtual Assistant

### Quality Assurance

**Client Success Metrics**:
- NPS surveyed quarterly (target: 70+)
- Goal achievement tracking (% clients hit objectives)
- Engagement metrics (attendance, platform usage)
- Renewals & referrals (90% retention, 40% referral rate target)

**Continuous Improvement**:
- Post-program surveys (detailed feedback)
- Monthly retrospectives (team learns from delivery)
- Quarterly program updates (incorporate feedback)
- Annual methodology refresh (stay current)

---

## 5.9 Go-to-Market by Service

### TRANSFORM Programs

**Channels**:
1. Content Marketing (blog, LinkedIn, podcast)
2. Webinars (free masterclasses → pitch)
3. Referrals (incentivized, 20% commission)
4. Partnerships (CPAs, lawyers)

**Conversion Funnel**:
1. Lead Magnet (free assessment tool)
2. Nurture sequence (email series, value content)
3. Chemistry Call (fit assessment, 30 min)
4. Proposal (custom, sent within 24h)
5. Close call (answer questions, close)

**CAC Target**: $2,500/client
**LTV**: $12K-$60K (first year) + renewals
**LTV:CAC**: 5-24x (healthy)

### ADVISORY Retainers

**Channels**:
1. Referrals (primary, 60% of deals)
2. Speaking (conferences, local events)
3. LinkedIn outbound (targeted)
4. TRANSFORM program graduates (20% convert)

**Sales Cycle**: 30-60 days (longer, high-ticket)

**CAC Target**: $5,000/client (higher okay given LTV)
**LTV**: $45K-180K (6-12 months avg engagement)
**LTV:CAC**: 9-36x

### ACCELERATOR Intensives

**Channels**:
1. Webinars (targeted to challenge, ex: "Digital Transformation for SMBs")
2. Platform members (upsell)
3. Partnerships (SaaS vendors, agencies)
4. Paid ads (LinkedIn, Google)

**Cohort Schedule**: 4/year (Q1, Q2, Q3, Q4 start dates)
**Enrollment Window**: 30 days before start

**CAC Target**: $2,000/participant
**LTV**: $25K-35K (one-time typically, but 30% buy TRANSFORM after)

### PLATFORM Membership

**Channels**:
1. SEO/Content (70% of signups)
2. Free trial (7 days)
3. YouTube (tutorials → CTA)
4. Affiliates (partners promote for 30% recurring)

**Self-Serve**: Fully automated signup → access
**Churn Management**: Engagement tracking, at-risk outreach, win-back campaigns

**CAC Target**: $100/member (low)
**LTV**: $3K (annual) × 3 years avg = $9K lifetime
**LTV:CAC**: 90x (if achieve 3yr retention)

---

## 5.10 Service Roadmap (Future Enhancements)

### Year 2 Additions

**TRANSFORM Plus** (New tier):
- Between Scale and Transform pricing ($39,997/an)
- For companies not quite ready for $60K but want more than $24K

**Industry-Specific Programs**:
- TRANSFORM for SaaS
- TRANSFORM for Healthcare
- TRANSFORM for Professional Services
- Premium pricing (+20%) for specialization

**Certification Program**:
- Train other coaches in GBCM methodologies
- Licensing model (annual fee + royalties)
- Expand reach without growing team linearly

### Year 3 Additions

**Corporate Partnerships**:
- Work with enterprise HR to offer to employees
- Volume pricing (100+ seats)
- White-label platform option

**International Expansion**:
- Canada (English, easy start)
- UK/Europe (timezone friendly)
- Content translation (Spanish, French)

**TRANSFORM Virtual Retreats**:
- 2-day immersive experiences (quarterly)
- Location-based (ex: Napa Valley, Aspen)
- Premium pricing ($3K/person add-on)
- Networking + deep work

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