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13. MILESTONES & KEY PERFORMANCE INDICATORS

Document: Business Plan GBCM LLC 2025 Section: 13 - Milestones & KPIs Version: 2.0 Date: October 2025 Pages: 16

📋 TABLE DES MATIÈRES

🎯 VUE D'ENSEMBLE

Philosophy: Measure What Matters

GBCM LLC adopte une approche data-driven pour mesurer le succès - chaque objectif est quantifiable, traçable, et lié à un résultat business.

Principles:

  1. SMART Goals: Specific, Measurable, Achievable, Relevant, Time-bound
  2. Lead & Lag Indicators: Track actions (lead) AND results (lag)
  3. Transparency: Share metrics with team (everyone knows the score)
  4. Adaptive: Review quarterly, adjust if targets unrealistic or too easy

Milestone Categories

Foundation Milestones (Build the machine):

  • Legal: Entity formation, contracts, insurance
  • Product: Platform launch, AI Coach v1.0, content library
  • Team: First hires (VA, Senior Coach, Sales Manager)

Growth Milestones (Prove the model):

  • Revenue: $180K → $420K → $850K
  • Clients: 30 → 63 → 100
  • Profitability: Breakeven Month 18, profitable Year 3

Market Position Milestones (Build the brand):

  • Thought leadership: 100 blog posts, 26 podcast episodes, 5,000 followers
  • Partnerships: 10 active partners, 15 referrals/year
  • Awards: "Top 10 Business Coaches 2028" (industry recognition)

🗺️ 3-YEAR STRATEGIC ROADMAP

High-Level Timeline

┌─────────────────────────────────────────────────────────┐
│                      2026 (YEAR 1)                      │
│                      FOUNDATION                         │
├─────────────────────────────────────────────────────────┤
│ Q1: Launch + First 10 Clients                          │
│ Q2: Product-Market Fit Validation (20 clients)         │
│ Q3: Scale Marketing (25 clients)                       │
│ Q4: Hit Target (30 clients, $180K revenue)             │
└─────────────────────────────────────────────────────────┘
                          ↓
┌─────────────────────────────────────────────────────────┐
│                      2027 (YEAR 2)                      │
│                        SCALE                            │
├─────────────────────────────────────────────────────────┤
│ Q1: Hire Sales Manager (pipeline acceleration)         │
│ Q2: Cashflow Positive! (accumulate reserves)           │
│ Q3: Hire Senior Coach (double capacity)                │
│ Q4: Hit Target (63 clients, $420K revenue)             │
└─────────────────────────────────────────────────────────┘
                          ↓
┌─────────────────────────────────────────────────────────┐
│                      2028 (YEAR 3)                      │
│                    PROFITABILITY                        │
├─────────────────────────────────────────────────────────┤
│ Q1: Expand Team (Ops Mgr FT, Sales Mgr FT)            │
│ Q2: Achieve 10% EBITDA Margin                          │
│ Q3: Launch Marketing Manager (content acceleration)    │
│ Q4: Hit Target (100 clients, $850K, 13% EBITDA)        │
└─────────────────────────────────────────────────────────┘

Critical Path Milestones (Must-Haves)

Milestone Target Date Impact if Missed
Entity Formation (LLC) Jan 2026 Can't legally operate
Platform Launch (GBCM Hub) Jan 2026 No tech differentiation, manual delivery
First Client Feb 2026 No revenue validation, morale hit
10 Clients Mar 2026 Behind pace ($180K target at risk)
30 Clients Dec 2026 Year 1 target missed, fundraising harder
Cashflow Positive Jun 2027 Burn through reserves, may need external funding
Senior Coach Hired Sep 2027 Can't scale past 60 clients, growth stalls
63 Clients Dec 2027 Year 2 target missed, profitability delayed
Profitable (EBITDA >0) Jun 2028 Business model validity questioned
100 Clients Dec 2028 Year 3 target missed, exit value lower

📅 YEAR 1 (2026) - FOUNDATION

Theme: "Build, Launch, Validate"

Objectives:

  1. ✅ Establish legal entity and operations
  2. ✅ Launch GBCM Hub platform (v1.0)
  3. ✅ Acquire 30 clients ($180K revenue)
  4. ✅ Validate product-market fit (NPS 50+, 4.5+ rating)
  5. ✅ Build content library (50 modules, 20 blog posts)

Q1 2026 (Jan-Mar): LAUNCH

Milestones:

Milestone Target Date Owner Success Criteria
Form LLC (Delaware) Jan 15 Founder Certificate of Formation filed
Open Business Bank Account Jan 20 Founder Account active, $75K deposited
Launch Website Jan 25 Founder Live at gbcm.com, 10 pages, <2s load time
GBCM Hub Platform v1.0 Live Jan 31 Founder 5 beta testers can log in, no critical bugs
First Client Contract Signed Feb 5 Founder $8,997+ contract, payment received
AI Success Coach™ Beta Launch Feb 15 Founder 10 users, 60% of questions answered correctly
First Workshop Delivered Feb 20 Founder 10+ attendees, 4.0+ rating
10 Clients Acquired Mar 31 Founder 10 active clients, $100K+ ARR

Revenue Target: $45,000 (Q1) Client Target: 10 clients

Key Activities:

  • Week 1-2: Legal setup (LLC, EIN, bank account, insurance)
  • Week 3-4: Website launch + LinkedIn outreach (personal network)
  • Week 5-8: Sales calls (discovery + strategy sessions), close first 5 clients
  • Week 9-12: Deliver first workshop, onboard clients, refine processes

Success Metrics:

  • ✅ 10 clients ($100K ARR) = On track for $180K goal
  • ✅ NPS 40+ (early adopters forgiving, but must see value)
  • ✅ Session rating 4.3+ (good, improving)
  • ✅ Founder sanity (working <60 hours/week)

Q2 2026 (Apr-Jun): PRODUCT-MARKET FIT

Milestones:

Milestone Target Date Owner Success Criteria
Hire Virtual Assistant Apr 1 Founder VA onboarded, handling 10h/week tasks
20 Clients Total Jun 30 Founder 20 active clients, $200K+ ARR
AI Coach v1.1 (Accuracy Upgrade) May 15 Founder 75% accuracy (up from 60%)
Resource Library: 25 Modules Jun 30 VA 25 videos/docs uploaded, tagged, searchable
First Partnership Signed May 30 Founder 1 CPA or agency partner, referral agreement
NPS Survey #1 Jun 15 Founder Survey 20 clients, NPS 45+

Revenue Target: $60,000 (Q2) Client Target: +10 clients (20 total)

Key Activities:

  • Month 4: Hire VA, delegate admin tasks (free up 10h/week)
  • Month 5: Launch first partnership (CPA or agency), co-host webinar
  • Month 6: Product iteration (based on client feedback, improve platform UX)

Success Metrics:

  • ✅ 20 clients ($200K ARR) = 67% of Year 1 goal (ahead of pace!)
  • ✅ NPS 45+ = Product-market fit emerging
  • ✅ 75%+ client engagement (workshop attendance, platform logins)
  • ✅ First referral (client refers peer = strong signal)

Q3 2026 (Jul-Sep): SCALE MARKETING

Milestones:

Milestone Target Date Owner Success Criteria
25 Clients Total Sep 30 Founder 25 active clients, $250K+ ARR
Launch Podcast ("The Scale Playbook") Aug 1 Founder First 5 episodes live, 200 downloads/ep
LinkedIn Followers: 5,000 Sep 30 Founder Grow from 1,000 → 5,000 (organic + ads)
Email List: 1,000 Subscribers Sep 30 VA Lead magnets, webinars, blog opt-ins
Content: 50 Blog Posts Published Sep 30 Founder 2/week × 26 weeks = 52 posts (SEO foundation)
First In-Person Event Aug 15 Founder 12+ attendees, 1-2 clients closed

Revenue Target: $75,000 (Q3) Client Target: +5 clients (25 total)

Key Activities:

  • Month 7: Launch podcast (interview 2 clients + 2 industry experts)
  • Month 8: Host first in-person workshop (local market)
  • Month 9: Scale LinkedIn ads (double budget to $2,000/month)

Success Metrics:

  • ✅ 25 clients = 83% of Year 1 goal (confident in hitting 30 by Dec)
  • ✅ Content engine running (2 posts/week, podcast bi-weekly)
  • ✅ Organic traffic 500+/month (SEO starting to work)
  • ✅ CAC <$2,500 (efficient acquisition)

Q4 2026 (Oct-Dec): HIT TARGET

Milestones:

Milestone Target Date Owner Success Criteria
30 Clients (YEAR 1 TARGET!) Dec 31 Founder 30 active clients, $180K ARR ✅
NPS 50+ Dec 15 Founder Survey all clients, NPS 50+ (world-class)
Renewal Rate 80%+ Dec 31 Founder First cohort renews (Jan 2026 clients → Jan 2027)
GBCM Hub: 95% Uptime Dec 31 Founder Reliable platform, <5% downtime
AI Coach: 2,000 Conversations Dec 31 System Clients actively using AI (scale test)
Year-End Financial Close Dec 31 CPA P&L, balance sheet, cash flow finalized
2027 Strategic Plan Dec 15 Founder OKRs, budget, hiring plan for Year 2

Revenue Target: $180,000 (Year 1 total) Client Target: +5 clients (30 total)

Key Activities:

  • Month 10: Q4 planning workshops (help clients plan 2027, showcase value)
  • Month 11: Black Friday offer (drive year-end urgency)
  • Month 12: Reflect, plan, celebrate (founder takes 2 weeks off - first real break!)

Success Metrics:

  • ✅ 30 clients ($180K ARR) = YEAR 1 GOAL ACHIEVED 🎉
  • ✅ NPS 50+ = Clients love us (referrals will come)
  • ✅ 80% renewal = Business model validated
  • ✅ Ending cash $2,800 = Survived Year 1 (tight but viable)

📈 YEAR 2 (2027) - SCALE

Theme: "Team Up, Cash Flow Positive, Double Capacity"

Objectives:

  1. ✅ Hire Sales Manager + Senior Coach (team of 3.5 FTE)
  2. ✅ Achieve cashflow positive (Month 18, June 2027)
  3. ✅ Acquire 33 new clients (63 total, $420K revenue)
  4. ✅ Build cash reserves ($122K by EOY)
  5. ✅ Launch advanced AI Coach v2.0 (voice interface)

Q1 2027 (Jan-Mar): BUILD TEAM

Milestones:

Milestone Target Date Owner Success Criteria
Hire Sales Manager (0.5 FTE) Feb 1 Founder Hired, onboarded, conducting discovery calls
Promote VA → Ops Manager (FT) Jan 15 Founder Salary increase, new responsibilities defined
35 Clients Total Mar 31 Sales Mgr +5 new clients (30 → 35)
Implement CRM (HubSpot Pro) Feb 15 Ops Mgr All leads, clients, pipeline tracked
Launch AI Coach v2.0 (Voice) Mar 1 Founder Whisper API integrated, 10% of users try voice

Revenue Target: $95,000 (Q1) Client Target: +5 clients (35 total)

Key Activities:

  • Month 1: Hire Sales Manager (recruit, interview, onboard)
  • Month 2: Sales Manager takes over 50% of discovery calls
  • Month 3: Ops Manager streamlines operations (automate invoicing, reporting)

Success Metrics:

  • ✅ Sales Manager closes 2 clients (validates hire)
  • ✅ Founder time: 40% delivery, 30% sales, 20% CEO, 10% other (delegating)
  • ✅ Revenue on track ($95K Q1 = 23% of $420K annual goal)

Q2 2027 (Apr-Jun): CASHFLOW POSITIVE

Milestones:

Milestone Target Date Owner Success Criteria
45 Clients Total Jun 30 Sales Mgr +10 new clients (35 → 45)
CASHFLOW POSITIVE! Jun 30 Founder Monthly revenue > monthly expenses (+$1K+ net)
Accumulated Cash: $50K Jun 30 Ops Mgr $50K reserves (vs $2.8K end of Year 1)
Launch Referral Program May 1 Sales Mgr 10 clients signed up, tracking referrals
Podcast: 15 Episodes Jun 30 Founder Bi-weekly cadence maintained, 500 downloads/ep

Revenue Target: $115,000 (Q2) Client Target: +10 clients (45 total)

Key Activities:

  • Month 4: Referral program launch (email campaign, incentives clear)
  • Month 5: Focus on upsells (TRANSFORM Growth → Scale, Scale → ADVISORY)
  • Month 6: Celebrate cashflow positive milestone (team dinner, bonus for team)

Success Metrics:

  • ✅ Cashflow positive = CRITICAL MILESTONE 🎉 (derisks business)
  • ✅ 45 clients = 71% of Year 2 goal (on track)
  • ✅ First referral conversion (client → client)
  • ✅ NPS 55+ (improving from Year 1)

Q3 2027 (Jul-Sep): DOUBLE CAPACITY

Milestones:

Milestone Target Date Owner Success Criteria
Hire Senior Coach (1.0 FTE) Sep 1 Founder Hired, onboarded, delivering workshops
55 Clients Total Sep 30 Team +10 new clients (45 → 55)
Senior Coach: First Solo Workshop Sep 20 Sr. Coach Delivers workshop independently, 4.3+ rating
Partnership: 10 Active Partners Sep 30 Sales Mgr 10 partners, 5 referrals YTD
Content Library: 100 Modules Sep 30 Team Doubled from Year 1 (50 → 100)

Revenue Target: $120,000 (Q3) Client Target: +10 clients (55 total)

Key Activities:

  • Month 7: Recruit Senior Coach (post job, interview 20 candidates)
  • Month 8: Onboard Senior Coach (6-week training, shadowing)
  • Month 9: Senior Coach takes 20 TRANSFORM Scale clients (relieves founder)

Success Metrics:

  • ✅ Senior Coach hired = Can now serve 80+ clients (vs 60 max before)
  • ✅ 55 clients = 87% of Year 2 goal
  • ✅ Founder delivery time drops to 30% (from 50% Year 1)
  • ✅ Team morale high (Employee NPS 8+)

Q4 2027 (Oct-Dec): HIT TARGET

Milestones:

Milestone Target Date Owner Success Criteria
63 Clients (YEAR 2 TARGET!) Dec 31 Team 63 active clients, $420K ARR ✅
Accumulated Cash: $122K Dec 31 Ops Mgr 3.6 months runway reserves
NPS 60+ Dec 15 Founder Year-end survey, NPS 60+
Renewal Rate 85%+ Dec 31 Sr. Coach Year 2 cohort renews (improved from 80% Y1)
Profitability Plan for 2028 Dec 15 Founder Budget shows 10%+ EBITDA achievable

Revenue Target: $420,000 (Year 2 total) Client Target: +8 clients (63 total)

Key Activities:

  • Month 10: Annual planning (2028 OKRs, budget, team expansion)
  • Month 11: Year-end push (Black Friday, gift packages for 2028)
  • Month 12: Team offsite (2-day retreat, strategy + celebration)

Success Metrics:

  • ✅ 63 clients ($420K ARR) = YEAR 2 GOAL ACHIEVED 🎉
  • ✅ Cashflow positive for 7 consecutive months (Jun-Dec)
  • ✅ $122K cash = Business is healthy, derisked
  • ✅ Team of 3.5 FTE running smoothly

💰 YEAR 3 (2028) - PROFITABILITY

Theme: "Profitability, Market Leadership, Prepare for Scale or Exit"

Objectives:

  1. ✅ Achieve 10%+ EBITDA margin (profitable!)
  2. ✅ Acquire 37 new clients (100 total, $850K revenue)
  3. ✅ Expand team to 4.5 FTE (Sales FT, Marketing 0.5 FTE)
  4. ✅ Build $400K+ cash reserves
  5. ✅ Position for Year 4 decision (scale aggressively OR prepare for exit)

Q1 2028 (Jan-Mar): EXPAND TEAM

Milestones:

Milestone Target Date Owner Success Criteria
Sales Manager → Full-Time Jan 1 Founder 0.5 FTE → 1.0 FTE, quota doubles to 40 clients/year
70 Clients Total Mar 31 Sales Mgr +7 new clients (63 → 70)
EBITDA Positive (First Time!) Mar 31 Founder Q1 EBITDA >$0 (even if small $5K-$10K)
AI Coach v3.0 (Multi-Language) Feb 15 Founder Spanish support (10% of market)
Blog: 150 Posts Total Mar 31 Founder 50 (Y1) + 50 (Y2) + 50 (Q1-Q4 2028)

Revenue Target: $180,000 (Q1) Client Target: +7 clients (70 total)

Key Activities:

  • Month 1: Double down on sales (Sales Mgr full-time, more pipeline)
  • Month 2: Refine high-margin offerings (push ADVISORY upgrades)
  • Month 3: Cut low-ROI expenses (pause underperforming ad channels)

Success Metrics:

  • ✅ EBITDA positive = Profitable business! 🎉 (even if small)
  • ✅ 70 clients = 70% of Year 3 goal (on track)
  • ✅ Gross margin maintains 91%+ (high-margin model)

Q2 2028 (Apr-Jun): ACHIEVE 10% EBITDA

Milestones:

Milestone Target Date Owner Success Criteria
80 Clients Total Jun 30 Sales Mgr +10 new clients (70 → 80)
10% EBITDA Margin Jun 30 Founder Q2 EBITDA = $21K+ (10% of $210K Q2 revenue)
Platform: 99.9% Uptime Jun 30 Ops Mgr <1 hour downtime in 6 months (mature platform)
First Strategic Partnership ($100K) May 15 Founder Corporate training firm licenses GBCM content

Revenue Target: $210,000 (Q2) Client Target: +10 clients (80 total)

Key Activities:

  • Month 4: Negotiate strategic partnership (content licensing deal)
  • Month 5: Optimize operations (reduce waste, improve efficiency)
  • Month 6: Celebrate profitability (team bonuses, founder takes first distribution)

Success Metrics:

  • ✅ 10% EBITDA = Healthy profitable business 🚀
  • ✅ 80 clients = 80% of goal
  • ✅ $100K partnership revenue = New business model emerging (B2B2B)

Q3 2028 (Jul-Sep): MARKETING ACCELERATION

Milestones:

Milestone Target Date Owner Success Criteria
Hire Marketing Manager (0.5 FTE) Aug 1 Founder Hired, managing all content + paid ads
90 Clients Total Sep 30 Team +10 new clients (80 → 90)
LinkedIn Followers: 15K Sep 30 Marketing Tripled from Year 1 (5K)
Organic Traffic: 5,000/month Sep 30 Marketing SEO paying off (150 blog posts, backlinks)
Podcast: 50 Episodes Total Sep 30 Founder 26 (Y2) + 24 (2028) = 50 milestone

Revenue Target: $230,000 (Q3) Client Target: +10 clients (90 total)

Key Activities:

  • Month 7: Hire Marketing Manager (offload content creation from founder)
  • Month 8: Launch SEO campaign (target 20 #1 rankings)
  • Month 9: Scale paid ads (LinkedIn + Google, $150K annual budget)

Success Metrics:

  • ✅ Marketing Manager hired = Founder 90% out of content creation
  • ✅ 90 clients = 90% of goal (almost there!)
  • ✅ CAC drops to $3,500 (from $4K) - marketing efficiency improving

Q4 2028 (Oct-Dec): HIT TARGET + PLAN YEAR 4

Milestones:

Milestone Target Date Owner Success Criteria
100 Clients (YEAR 3 TARGET!) Dec 31 Team 100 active clients, $850K ARR ✅
13% EBITDA Margin Dec 31 Founder $110K EBITDA on $850K revenue
Accumulated Cash: $400K+ Dec 31 Ops Mgr 7+ months runway, optionality for Year 4
NPS 70+ Dec 15 Team World-class NPS (top 1% of coaching firms)
Renewal Rate 90%+ Dec 31 Team Industry-leading retention
Year 4 Strategy Decided Dec 15 Founder Go aggressive (raise capital) OR steady growth (bootstrap)

Revenue Target: $850,000 (Year 3 total) Client Target: +10 clients (100 total)

Key Activities:

  • Month 10: Strategic planning offsite (founder + advisors, decide Year 4 path)
  • Month 11: Explore M&A conversations (if exit in 2-3 years, start relationships now)
  • Month 12: Celebrate 3-YEAR ANNIVERSARY 🎉 (team party, client appreciation event)

Success Metrics:

  • ✅ 100 clients, $850K revenue, 13% EBITDA = ALL YEAR 3 GOALS HIT 🏆
  • ✅ $400K cash reserves = Can self-fund Year 4 growth OR return profits to founder
  • ✅ Team of 4.5 FTE operating efficiently (revenue/FTE = $189K)
  • ✅ Market position: Top 10 SMB coaching firms in US (brand recognition)

📊 KEY PERFORMANCE INDICATORS (KPIs)

Tier 1: North Star Metrics (Weekly Review)

Definition: The 3-5 metrics that define business success

KPI Year 1 Target Year 2 Target Year 3 Target Frequency
ARR (Annual Recurring Revenue) $180K $420K $850K Weekly
Active Clients 30 63 100 Weekly
NPS (Net Promoter Score) 50+ 60+ 70+ Quarterly
EBITDA Margin % -40% -5% 13% Monthly
Cash Balance $2.8K $122K $412K Daily

How Measured:

  • ARR: Sum of all 12-month contract values (active clients only)
  • Active Clients: Count of clients with valid contracts (not churned)
  • NPS: Survey all clients quarterly, calculate (% Promoters - % Detractors)
  • EBITDA Margin: (Revenue - COGS - OpEx) ÷ Revenue × 100
  • Cash Balance: Bank account balance (real-time via QuickBooks)

Tier 2: Growth Metrics (Monthly Review)

Revenue Metrics:

KPI Year 1 Year 2 Year 3
MRR (Monthly Recurring Revenue) $15K $35K $71K
New MRR (from new clients) $1.5K/mo $2K/mo $2.5K/mo
Churn MRR (from lost clients) -$300/mo -$500/mo -$700/mo
Net New MRR +$1.2K/mo +$1.5K/mo +$1.8K/mo
Revenue per Client (Avg) $6,000 $6,667 $8,500

Client Acquisition Metrics:

KPI Year 1 Year 2 Year 3
MQLs (Marketing Qualified Leads) 150 200 250
SQLs (Sales Qualified Leads) 90 120 150
Discovery Calls Completed 90 120 150
Strategy Sessions 54 72 90
Close Rate (Strategy → Client) 67% 67% 67%
New Clients 30 33 37
CAC (Customer Acquisition Cost) $2,000 $3,000 $4,000
LTV (Lifetime Value) $12,000 $20,000 $25,500
LTV:CAC Ratio 6:1 6.7:1 6.4:1

Tier 3: Client Success Metrics (Monthly Review)

KPI Year 1 Target Year 2 Target Year 3 Target
NPS 50+ 60+ 70+
Session Rating (Avg) 4.5 4.6 4.7
Engagement Score (Avg) 60 65 70
Workshop Attendance Rate 60% 65% 70%
Platform MAU/Total 70% 75% 80%
AI Coach Usage (msgs/client/mo) 40 45 50
Client Outcomes (% achieving goals) 70% 75% 80%
Renewal Rate 80% 85% 90%
Upsell Rate (% upgrading tier) 10% 15% 20%

Tier 4: Operational Metrics (Monthly Review)

Team & Efficiency:

KPI Year 1 Year 2 Year 3
Team Size (FTE) 1.5 3.5 4.5
Revenue per FTE $120K $120K $189K
Clients per FTE 20 18 22
Founder Delivery Hours % 50% 40% 20%
Employee NPS N/A 8+ 8+
Gross Margin % 91.7% 91.7% 91.8%

Technology & Platform:

KPI Year 1 Year 2 Year 3
Platform Uptime % 99.5% 99.7% 99.9%
AI Deflection Rate (% handled by AI) 60% 65% 70%
Page Load Time <2s <2s <1.5s
Monthly Active Users 21 47 80

Tier 5: Marketing Metrics (Monthly Review)

KPI Year 1 Year 2 Year 3
Website Traffic (monthly) 1,000 3,000 10,000
Organic Traffic % 20% 40% 60%
Email Subscribers 2,000 5,000 10,000
LinkedIn Followers 10,000 12,000 15,000
Blog Posts Published 104 104 104
Podcast Downloads/Episode 500 750 1,000
Conversion Rate (Traffic → MQL) 15% 17% 20%

🎯 OKR FRAMEWORK

What are OKRs?

OKR = Objectives & Key Results (Google's goal-setting framework)

Objective: Qualitative, inspirational goal ("What we want to achieve") Key Results: Quantitative measures (3-5 per objective, "How we'll know we got there")

Cadence: Set quarterly, review monthly, grade at end of quarter

Grading Scale:

  • 0.0-0.3 = Failed (didn't make progress)
  • 0.4-0.6 = Progressing (made some progress, but short of target)
  • 0.7-0.9 = Achieved (hit target)
  • 1.0 = Exceeded (crushed it)

Note: OKRs should be ambitious - average score of 0.7 is GOOD (means you're stretching)

Example: Q1 2026 OKRs

Objective 1: Launch GBCM and acquire first 10 clients

Key Results:

  1. KR1: GBCM Hub platform live by Jan 31 (Binary: 0 or 1)
  2. KR2: 10 client contracts signed by Mar 31 (Target: 10, Actual: __, Grade: __)
  3. KR3: $100,000 ARR by Mar 31 (Target: $100K, Actual: __, Grade: __)
  4. KR4: NPS 40+ from first cohort (Target: 40, Actual: __, Grade: __)

Objective 2: Build content foundation for inbound marketing

Key Results:

  1. KR1: Publish 26 blog posts (2/week) (Target: 26, Actual: __, Grade: __)
  2. KR2: Grow email list to 500 subscribers (Target: 500, Actual: __, Grade: __)
  3. KR3: Website traffic: 500/month average (Target: 500, Actual: __, Grade: __)

Objective 3: Establish operational excellence

Key Results:

  1. KR1: Platform uptime 99%+ (Target: 99%, Actual: __, Grade: __)
  2. KR2: Document 10 core SOPs (sales, onboarding, delivery) (Target: 10, Actual: __, Grade: __)
  3. KR3: Founder working <60 hours/week average (Target: <60h, Actual: __, Grade: __)

Annual OKRs (High-Level)

2026 Annual OKRs

Objective: Validate business model and achieve $180K ARR with 30 clients

Key Results:

  1. $180,000 ARR (30 clients) ✅
  2. NPS 50+ ✅
  3. 80% renewal rate ✅
  4. Break even on cash (end year with $0+ balance) ✅ (Target: $2.8K)

2027 Annual OKRs

Objective: Scale team and achieve cashflow profitability

Key Results:

  1. $420,000 ARR (63 clients) ✅
  2. Cashflow positive by Jun 30 ✅
  3. Hire Senior Coach + Sales Manager ✅
  4. $122K cash reserves ✅

2028 Annual OKRs

Objective: Achieve profitability and market leadership

Key Results:

  1. $850,000 ARR (100 clients) ✅
  2. 13% EBITDA margin ✅
  3. NPS 70+ ✅
  4. 90% renewal rate ✅

📈 DASHBOARD & REPORTING

Weekly Dashboard (Reviewed Every Monday 9am)

Format: Notion page (auto-updated from integrations)

Sections:

1. North Star Metrics (This Week vs Last Week)

┌────────────────────────────────────────────────┐
│ ARR: $215,000 (+$5,000 vs last week) ✅ UP     │
│ Active Clients: 36 (+1 new, -0 churn) ✅       │
│ Cash: $58,000 (+$3,200 vs last week) ✅        │
│ Runway: 3.2 months (based on burn rate)        │
└────────────────────────────────────────────────┘

2. This Week's Priorities (Top 3 from OKRs)

  • Close 2 strategy sessions (Sarah on Tue, Mike on Thu)
  • Deliver Scale Framework workshop (Wed 1pm, 15 registered)
  • Finalize Q3 2027 budget (due Friday)

3. Blockers (What's in the way?)

  • Platform bug (login issue for 3 clients - DevOps working on it)
  • Sales Manager candidate declined offer (need to resume search)

4. Wins (Celebrate progress!)

  • 🎉 First TRANSFORM Scale → ADVISORY upsell (Sarah, +$66K ARR)
  • 🎉 Podcast hit 1,000 downloads/episode milestone
  • 🎉 Zero client churn this month (1st time!)

Monthly Business Review (First Monday of Month, 2 hours)

Attendees: Founder + Full Team (Year 2+)

Agenda:

1. Financial Review (30 min)

  • P&L: Revenue, COGS, Gross Profit, OpEx, EBITDA
  • Cash flow: Beginning cash, inflows, outflows, ending cash
  • Variance: Budget vs Actual (explain >10% variances)

2. Client Metrics (20 min)

  • New clients added (who, tier, source)
  • Churn (who left, why, what can we learn?)
  • NPS trend, engagement scores, at-risk clients

3. OKR Progress (30 min)

  • Grade each Key Result (0-1.0 scale)
  • Discuss: What's working? What's not? Adjust targets if needed

4. Team Updates (20 min)

  • Each person shares: Top win, top challenge, ask for help

5. Next Month Planning (20 min)

  • Key initiatives, priorities, deadlines
  • Who owns what?

Quarterly Board Review (If Advisors/Investors Involved)

Attendees: Founder + Advisory Board (3-5 advisors)

Format: 90-minute presentation (60 min slides + 30 min Q&A)

Slide Deck (15 slides):

  1. Cover: "GBCM LLC - Q2 2027 Board Review"
  2. Executive Summary: Headlines (revenue, clients, cash, key wins)
  3. Financials: P&L, cash flow, runway
  4. Client Metrics: ARR, new/churn, NPS, engagement
  5. Sales & Marketing: Pipeline, CAC, LTV, close rate
  6. Product & Tech: Platform updates, AI Coach performance, roadmap
  7. Team: Headcount, hires, retention, culture
  8. OKR Review: Q2 results, Q3 goals
  9. Challenges: Top 3 issues keeping founder up at night
  10. Asks: How can board help? (intros, advice, resources)
  11. Market Update: Competitor moves, industry trends
  12. Risk Review: Top 5 risks, mitigation status
  13. Strategy: Year-end outlook, 2028 preview
  14. Appendix: Detailed data, backup slides
  15. Thank You + Q&A

Annual Strategic Planning (Off-Site, 2-3 Days)

When: December (plan next year)

Who: Founder + Leadership Team (+ advisors if helpful)

Outputs:

  1. Vision Refresh: Where are we in 3 years? 5 years?
  2. Annual OKRs: Top 3-5 objectives for next year
  3. Budget: Revenue, expenses, cash flow (monthly detail)
  4. Hiring Plan: Who we'll hire, when, at what cost
  5. Product Roadmap: Platform features, AI upgrades, new offerings
  6. Marketing Plan: Channels, campaigns, content calendar
  7. Risk Update: New risks, mitigation plans

Example: December 2027 Offsite

Day 1: Reflect on 2027

  • Morning: What went well? What didn't? Lessons learned
  • Afternoon: Financial deep-dive (review Year 2 results)

Day 2: Plan 2028

  • Morning: Set 2028 OKRs (revenue $850K, clients 100, EBITDA 13%)
  • Afternoon: Budget + hiring plan (who, when, how much)

Day 3: Execute

  • Morning: Marketing + product roadmap
  • Afternoon: Action plan (Q1 2028 priorities, owners, deadlines)

📌 CONCLUSION

Le plan de jalons et KPIs de GBCM LLC fournit une roadmap claire et mesurable pour les 3 prochaines années:

✅ Year 1 (2026): Foundation - 30 clients, $180K, validate model ✅ Year 2 (2027): Scale - 63 clients, $420K, cashflow positive, team of 3.5 ✅ Year 3 (2028): Profitability - 100 clients, $850K, 13% EBITDA, team of 4.5

Success Formula:

  1. Set ambitious but achievable goals (OKRs, milestones)
  2. Measure relentlessly (5 tiers of KPIs, weekly dashboard)
  3. Review frequently (weekly, monthly, quarterly, annually)
  4. Adapt quickly (if targets unrealistic or too easy, adjust)
  5. Celebrate wins (team morale = sustained excellence)

Next Steps:

  1. Finalize business plan (all 13 sections complete)
  2. Begin execution (Jan 2026 launch!)
  3. Review progress weekly (track every KPI)
  4. Achieve milestones (one quarter at a time)
  5. Build the GBCM we envisioned 🚀

© 2025 GBCM LLC - Business Plan v2.0 | Milestones & Key Performance Indicators

🎯 FINAL NOTE: THE JOURNEY AHEAD

This business plan represents hundreds of hours of research, strategic thinking, and detailed planning. But it's just the beginning.

Remember:

  • 📋 Plans change - This is v2.0, there will be v3.0, v4.0 as we learn
  • 🎯 Execution > Planning - A mediocre plan executed excellently beats perfect plan executed poorly
  • 📊 Data drives decisions - Track metrics, learn, iterate
  • 🤝 People make it happen - Hire A-players, build culture, empower team
  • 💡 Stay client-obsessed - If clients win, we win

Let's build something remarkable. 🚀

END OF BUSINESS PLAN v2.0

Total: 13 core sections + appendices Length: ~250+ pages Status: ✅ COMPLETE & READY FOR EXECUTION

🙏 Thank You

To everyone who will be part of this journey - clients, team members, partners, advisors, and supporters:

Thank you for believing in GBCM LLC.

Let's transform businesses. Together. 💪

Abdoul Karim GBANE Founder & CEO, GBCM LLC

📧 gregory@gbcm.com 🌐 www.gbcm.com 📍 [City, State]

© 2025 GBCM LLC - All Rights Reserved