Path 1: Derek-Led Fast Track

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PRIMARY RECOMMENDATION (If Derek Says YES)

Leverage
9/10
Speed
7 days
Risk
4/10
Week 1 Revenue
$3-5K
Q1 Total
$42-70K

What It Is

Derek runs weekly group coaching (1 hour) + 15-min 1:1 implementation blocks. Members pay for Derek's frameworks + network access + AI productization methodology. Jason provides curriculum backbone and co-hosts when needed.

Second-Order Effects (What This Unlocks)

Immediate (Week 1-4)

Revenue: $3-5K Week 1, $10-15K Month 1
ICP Proof: Validates who actually pays for productization coaching
Derek Capability: Overcomes public speaking fear through repetition
Framework Validation: Tests which Jason frameworks resonate

Medium-Term (Month 2-6)

JV Pipeline: Top 3-5 members become Expert #3, #4, #5 candidates
Content Library: Record calls → Sprint content, HC playbooks, widgets
Testimonials: Social proof for future expert partnerships
Network Expansion: Members introduce other experts

Long-Term (Month 6-12)

Recurring Base: $30-50K MRR from 30-50 members
Expert Filter: Proven process to identify JV quality
Productization Playbook: Everything learned becomes Expert OS curriculum
Derek Monetization: 20-30% revenue OR Athio dealflow

Dependencies + Ownership + Due Dates

Dependency Owner Due Date Effort Criticality
Derek commits to running calls Derek Feb 10, 5pm Decision CRITICAL
12-week curriculum outline Jason Feb 12 4 hrs HIGH
Landing page + payment Jason Feb 12 6 hrs HIGH
LinkedIn hand-raiser post Derek Feb 13 30 min CRITICAL
Loom template for prospects Derek Feb 13 1 hr MEDIUM
Sales script/framework Jason + Derek Feb 14 2 hrs MEDIUM
Onboarding sequence Will Feb 15 3 hrs MEDIUM
Close first 3-5 members Derek Feb 16 Sales HIGH
Cohort 1 starts Derek + Jason Feb 17, 12pm Execute CRITICAL

Total Pre-Launch Effort: 17 hours (distributed across 3 people over 7 days)

Critical Path: Derek decision (24hr) → LinkedIn post (Feb 13) → Sales (Feb 13-16) → Launch (Feb 17)

Blockers + Mitigation Strategies

Blocker Severity Probability Mitigation Owner
Derek declines to run calls CRITICAL 30% Pivot to Path 2 (Jason-led) immediately Jason
Derek posts, zero engagement HIGH 20% Test different messaging, expand to Will's network Derek + Will
Can't close 3-5 members by Feb 16 HIGH 25% Lower price ($497), extend to Feb 20, or delay cohort Derek
Derek no-shows on launch day CRITICAL 10% Jason backup, refund members, apologize Jason
Derek overwhelmed after Week 2 MEDIUM 30% Jason co-hosts starting Week 3, reduce 1:1 blocks Jason
Members want more than promised MEDIUM 40% Clear scope doc, "out of scope" upsell path Will
Highest Risk: Derek execution consistency (30% probability he declines OR drops after Week 2)
De-Risking: Jason shadows Week 1-2, co-hosting from Day 1, clear deliverable boundaries

Timeline + Success Metrics

Week 1 (Feb 10-16): Prep + Sales

  • Derek decision: Feb 10, 5pm (24-hour deadline)
  • Jason builds curriculum + landing page: Feb 10-12
  • Derek posts LinkedIn: Feb 13
  • Derek sends Looms: Feb 13-15
  • Derek closes members: Feb 13-16
Success Metric: 3-5 members enrolled, $3-5K revenue

Week 2 (Feb 17-23): Cohort 1 Starts

  • First group call: Feb 17, 12pm
  • Deliver Week 1 content
  • Derek's 1:1 implementation blocks
  • Gather feedback, adjust Week 2
Success Metric: 80%+ attendance, positive feedback

Week 3 (Feb 24-Mar 2): Expand

  • Enroll next batch (7-10 total members)
  • Cohort 1 Week 2 delivery
  • Refine curriculum based on learnings
Success Metric: 7-10 total members, $7-10K revenue

Week 4 (Mar 3-9): Rhythm Established

  • 10-15 members enrolled
  • Cohort process refined
  • Early JV candidates identified
Success Metric: 10-15 members, $10-15K MRR, 80%+ retention

Financial Model

Scenario Month 1 Month 2 Month 3 Q1 Total
Conservative 5 @ $997 = $4,985 10 @ $1,497 = $14,970 15 @ $1,497 = $22,455 $42,410
Realistic 8 @ $997 = $7,976 15 @ $1,497 = $22,455 20 @ $1,997 = $39,940 $70,371
Optimistic 12 @ $997 = $11,964 25 @ $1,497 = $37,425 35 @ $1,997 = $69,895 $119,284

Pricing Strategy:

Derek Compensation Options:

Ownership Clarity

Derek Owns

  • Decision to proceed (24 hours)
  • Weekly call delivery (Mondays 12-1pm)
  • LinkedIn distribution (posts + Looms)
  • Sales conversations (close members)
  • 1:1 implementation blocks (15 min each)
  • Attendance/engagement tracking

Jason Owns

  • Curriculum backbone (frameworks)
  • Landing page + payment infrastructure
  • Co-hosting backup (if Derek needs)
  • Quality standards (content review)
  • Strategic direction (what to teach)

Will Owns

  • Onboarding automation
  • Scope management (prevent creep)
  • Member success tracking
  • JV candidate identification
  • Operational systems (CRM, email)

Why This Beats Other Paths

Path 1 vs Path 2 (Jason-Led)

Path 1 vs Path 3 (Sprint)

Path 1 vs Path 4 (Expert Showcase)

Critical Success Factor

Derek's Explicit Commitment Required

No "maybe" or "I'll think about it" - YES or NO only
Deadline: Tomorrow (Feb 10) 5pm - no extensions
If NO: Immediately pivot to Path 2 (Jason-Led)

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