The infrastructure is built. Q4 is when it goes live — the retirement engine runs digitally for the first time, a new standalone format launches, and dashboards give the team full visibility into what is working.
01
DR101
Launch Digital R101
First live digital R101 event runs — the in-person seminar is now accessible online simultaneously
LinkedIn drives registrations at scale — paid and organic promotion running before each event
Every digital attendee is captured into the Vault automatically post-event
Automated post-event nurture sequence running — no manual follow-up required
In-person and digital attendance tracked separately so performance of each channel is measurable
Learnings from first event documented and fed back into the process before the next one
SUCCESS
At least one Digital R101 has run end to end — registrations captured, event delivered, attendees in Vault, nurture sequence active
02
WEBINAR
Standalone Webinar Format Launched
A new independent product — not a recording of an in-person event, not a live stream of R101
Shorter, punchier, and purpose-built for an audience that will never attend a seminar in person
Designed from scratch for the digital-native prospect — different pacing, different format, same outcome
Allows Presidio to run more events without being constrained by in-person seminar logistics
Format and positioning defined in the War Room before production begins
First event delivered live with post-event Vault capture and nurture sequence active
SUCCESS
Standalone webinar format has run at least once — format defined, event delivered, attendees captured in Vault, and format is repeatable
03
DASHBOARDS
Dashboards Live — Sales, Marketing, and Client
Sales funnel dashboard — every stage from Discovery Meeting to onboarding tracked and visible in real time
Marketing funnel dashboard — separate view for each journey and channel so performance by entry point is clear
Client-facing dashboard — gives existing clients visibility into their plan and portfolio progress
Head of Technology owns the build — scope defined in War Room before work begins
CGO and CEO have a single view of what is working and where the funnel is leaking
Dashboards are live and being used in the weekly War Room by December 31
SUCCESS
All three dashboards are live, the team is using them weekly, and the CGO can identify funnel performance by channel without pulling manual reports
The machine is built. The engine is running. 2027 is where it scales.