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🚀 Nexus CRM: Operation "Revenue Protection"

Timeline: Days 1 - 90 Budget: $200,000 (Seed) Objective: Reach $1M ARR Run-rate

The Capital Stack (Use of Funds)

Source Amount Status Allocation Strategy
Carlos Soto $100,000 Pending Stability: Ops, Legal, Founder Stipend, Enterprise Migration
Aries P-H $100,000 Pending Innovation: R&D, "The Lab" Testing, Hardware Inventory
TOTAL $200,000 -- 12-16 Month Runway

The Special Forces Team

Role Name Primary Mission KPI
Commander You (LA) Fundraising, Vision, Legal, Banking Cash in Bank ($200k)
Hunter Amy (Seattle) Cold Sales, Hardware Distribution 20 Active Shops (Month 3)
Builder Dev (Remote) GCP Infra, Stripe Connect, Stability 99.9% Uptime in "The Lab"
Catalyst Aries (Partner) Product Validation, Network Intros $5k ARR via Referrals
Legacy Carlos (Partner) Credibility, High-End Adoption Zero churn in Orinda Shop

Monthly Execution Phases

Phase 1: Foundation & "The Lab" (Days 1–30)

Focus: Legal setup, money flow, and stability for Aries' shop.

  • Legal: Incorporate "Nexus CRM, Inc." (Delaware C-Corp) via Stripe Atlas.
  • Banking: Open Business Account & Stripe Connect Platform.
  • Closing: Sign SAFE agreements with Carlos & Aries; Deposit $200k.
  • Infra: Set up Regus Offices (Seattle & LA) + Hardware (Macs/Monitors).
  • Deployment: Migrate Aries' Salon data to Nexus. Train her staff.
  • Hardware: Order 50 custom NFC Cards ("Gas Money" for Amy).

Phase 2: The "Revenue Protection" Build (Days 31–60)

Focus: Building the features that protect shop income (Deposits).

  • Feature: "Deposit Forfeiture Engine" (Stripe Auth & Capture).
  • Feature: "Priority Booking" ($20 Upcharge logic).
  • Sales: Amy begins "Cold Walk-ins" using the NFC Card wedge.
  • Marketing: Produce the "Carlos Case Study" (PDF).
  • Milestone: Process first $10,000 in Gross Booking Volume (GBV).

Phase 3: Scale & The "Trojan Horse" (Days 61–90)

Focus: Using our Partners to force virality.

  • Sales: Amy pitches "Shop Mandates" using Aries' success data.
  • Feature: "Legacy Referral Code" tracking (15% Rev Share automation).
  • Finance: Review Burn Rate vs. Revenue. Adjust Amy's commission accelerators.
  • Goal: Hit $8,000 Monthly Recurring Revenue (MRR).

Risk Register (Top 3 Threats)

1. Stripe Approval

High risk of account hold if "Terms of Service" aren't clear.

Mitigation: Legal review of "User Agreement" regarding Deposit Forfeiture.

2. Adoption Resistance

Older stylists refusing to use the app.

Mitigation: Use Carlos's shop to build the "Grandpa-proof" UI mode.

3. Burn Rate Creep

Spending too fast on ads.

Mitigation: Hard cap on marketing spend; focus on direct sales (Amy).