Overture
Execution
Marketing & Sales
Positioning
Overture is for consultants who want a start-to-finish solution — that manages scope creep — for consulting engagements and client relationships. We address the pain points of:
- Building proposals combining standard components and specific details.
- Transparent engagement management based on progress, steps, deliverables.
- Scope creep as clients use the approval process to expand the scope.
Decision-maker is not inclined to do a lot of competitive comparisons but may do some searching for some solutions to the specific problem. We’ll be targeting these core keywords:
- Scope creep
- Consulting management
- Client management
- Client relationships
Scope creep should be especially productive because this is what we do that no competing software does well.
Marketing and Sales Plan
Initial Strategy:
- Focus on lead generation within our website and social media. Test positioning to learn what potential customers respond to. Find 4-6 target verticals to market. Establish 6-10 local companies, inside the target verticals, to pilot.
- Tailored marketing programs to the 4-6 target verticals using social media and website.
Paid Search
- PPC, remarketing, social, Linkedin, etc.
- App/Review networks: AppSumo, G2 Crowd, TopTenReviews, etc.
Content Marketing
- Goal: Generate leads
- Strategy: Attract target consultants by transparently sharing the problems and solutions related to managing engagements and particularly scope creep. And of course include related client proposal, management, productivity, and email tips.
- Blog
- Business productivity and process optimization
- Email tactics
- Email statistics
- Email productivity hacks
- Communication advice/how-to
- Whitepapers/lead-gen downloads
Outbound
- Traditional prospecting for consultants and consulting firms
- Scrape for content related to scope creep
Secure testimonials or influencers
Self Service Sales
- Web site and sign-up process
- Engagement marketing during free trial
- Sales calls to free trials depending on lead score
Operations
Locations & Facilities
We believe in remote work. Our founders live in the Silicon Valley, Seattle, and Portland. Nobody has to move. We can hire the best of the best, from wherever they live. Two early hires will be living in Slovenia, another in Chile. Our first non-founder marketing hire lives in Austin, TX.
We work with Slack, Skype, Google Docs, email, and phones.
Technology
No need for details here; the demo shows it all. We combine some open-source, some licensable tools, and some proprietary components to bring together the best possible combination of managing content and data together in documents, tables, charts, and alerts and reminders.
Milestones & Metrics
Milestones Table
Milestone | Due Date | Who’s Responsible |
Alpha launch | November 05, 2019 | Matt |
Legal docs 1 | November 29, 2019 | Lupe |
Beta launch | January 07, 2020 | Matt |
Angel investment campaign starts | January 15, 2020 | Lupe |
Subscriber launch | April 08, 2020 | Matt |
Angel investment initial “yes” | May 05, 2020 | Lupe |
Reach100 Subscribers | December 15, 2020 | Shanna |
Begin VC campaign | January 05, 2021 | Lupe |
Land VC funding | May 26, 2021 | Lupe |
500 subscribers | June 15, 2021 | Shanna |
Key Metrics
- Churn
- LTV
- CAC
- Infrastructure cost
- LTV:CAC (unit economics)
- Upgrade revenue