Time Horizon Date What does it look like?
10 Year January 1, 2034 We have the best demand gen consulting firm in the world. Our expertise has allowed us to expand into the following:

— 1000 clients $500k per client, $500M total revenue. — 75% Gross Margins/30% EBITDA —500+ team size — We are the definitive experts in digital marketing - Book, Podcast, etc. — We’ve expanded to Europe — We have an best-in-class talent ops - recruiting 50 people per year — Vortex is a standalone biz - doing $100M in ARR. — We have a co-invest fund and are getting ready for fund two — Major impact on STL - they’re adding flights at Lambert because of us! | | 3 Year | January 1, 2027 | — $60M Revenue - 150 clients @ $400k per client, 70% GM, 30% EBITDA Margins — 100+ team size (25 sales, 50 client service, 25 ops/admin) — Fancy office space people love coming into — Software product is in the wild and generating - $2M ARR — Hosting a conference that is loved by the industry | | 1 Year | January 1, 2025 | — $8M (20 clients, Average $400k per client) —10 repeat clients are driving rev expansion — 30+ team (10 gtm, 15 client service, 5 ops) — Ready to hire 2+ C level leaders by end of yr — Saas tool is being used for BD + client service team (dev team in place) — Meeting as a team reguarly - 1 Offsite (2-3 day), quarterly  — Thought leadership - 10k LI followers, 1000+ Email list, 50% Open Rate | | 3 Month | April 1, 2024 | — $1M (3 clients, Average $350k per client) — 5 texting relationships with dream prospects — 1 referred client — 10 team (2 sales, 5 client service, 3 ops) — SaaS tool has been used by internal team at least 2X — 2k LI Followers, 300+ Email subs |