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Offering Design
: What do we offer to our customers?
Marketing
: How do we create awareness?
Sales
: How do we convert from leads to customers?
Production
: How do we make it?
Delivery
: How do we keep the promise?
Customer Service
: How do we take care of our customers?
Alliances
: Who do we work with, and how?
Finance & Accounting
: How do we account for money in and money out?
Risk Management
: How do we protect the business?
Human Resources
: How do we take care of our people?
Information Technology
: How do we support the technology in the business?
Vision & Strategy
: What is this business about, and what are our guidelines for operation?
+N MORE
01
LEADERSHIP
02
REVENUE GENERATION
03
FULFILLMENT
04
CORPORATE SERVICES
01
Vision & Strategy
1
2
3
DEEP DIVE
1
Intake
STAFF
2
Direction
STAFF
3
Decide the Markets
STAFF
02
Offering Design
1
2
3
DEEP DIVE
1
The Offer
STAFF
2
Open seat
OPEN
3
Open seat
OPEN
03
Marketing
1
2
3
DEEP DIVE
+3 MORE
1
Referrals
STAFF
2
Online Ads
THIRD PARTY
3
Trade Shows
STAFF
04
Sales
1
2
3
DEEP DIVE
1
Proposals
STAFF
2
Direct Sales
STAFF
3
Renewals
STAFF
05
Production
INCL. SOURCING
INCL. SOURCING
1
2
3
DEEP DIVE
1
Project Management
STAFF
2
In-House Build
STAFF
3
Open seat
OPEN
06
Delivery
1
2
3
DEEP DIVE
1
Delivery and Final Billing
STAFF
2
Open seat
OPEN
3
Open seat
OPEN
07
Customer Service
1
2
3
DEEP DIVE
1
Offshore Desk
CONTRACTOR
2
AI Support
AI AGENT
3
Open seat
OPEN
08
Finance & Accounting
1
2
3
DEEP DIVE
1
Bookkeeping
THIRD PARTY
2
Open seat
OPEN
3
Open seat
OPEN
09
Risk Management
1
2
3
DEEP DIVE
1
Compliance
STAFF
2
Open seat
OPEN
3
Open seat
OPEN
10
Human Resources
1
2
3
DEEP DIVE
1
Open seat
OPEN
2
Open seat
OPEN
3
Open seat
OPEN
11
Information Technology
1
2
3
DEEP DIVE
1
Open seat
OPEN
2
Open seat
OPEN
3
Open seat
OPEN
Alliances
OUTSIDE THE CHAIN
OUTSIDE THE CHAIN
DEEP DIVE
Open seat
Open seat
Open seat
The customer
NOT A DEPARTMENT
NOT A DEPARTMENT
THE ONE WHO PAYS
KEPT CUSTOMER
MARKET
OFFER
NURTURE
QUALIFIED LEAD
ORDER
NURTURE
PRODUCT
CUSTOMER
SERVICE
PAYMENT
DELIVERY
WHO HOLDS THE SEAT
Work enters a department on the left and leaves on the right. What does not pass drops out of the bottom and returns along the left rail.
Staff
Contractor
Third party
AI agent
Open seat
HOW IT IS RUNNING
Reporting
Needs an agent
Gone dark
Income
$2,017,245
Expenses
$1,409,305
Gross profit
$607,940
−
100%
+
FIT
Motion on