02Revi Strategic Operating Plan

Strategic Development Phases.

A proven product established Revi's foundation. The next stage of growth is driven by three priorities: building the right team, expanding distribution, and scaling recurring revenue.
02.IPhase I

Build the Right Team

Strategic Objective
Establish the leadership, customer experience, and operational capacity required to scale Revi without depending on founder-driven execution across every department.
Phase I Priorities
Priority 1

CEO Focus

Blake Armentano increasingly focuses on product direction, platform strategy, and strategic growth as operating leadership is added.

Priority 2

Head of Business Development ($110K Currently Billable MRR)

Owns ecosystem access and partnership development — opening new software ecosystems that complement George Carpio's direct acquisition motion.

Priority 3

Head of Operations ($130K Currently Billable MRR)

Owns organizational execution and operating capacity, reducing the CEO's involvement in day-to-day execution.

Priority 4

Customer Experience

Owns adoption, retention, and customer outcomes — Eric Lodde, a Customer Success Manager first, and a Technical Customer Success Manager (provisional) later.

Priority 5

Engineering

Owns technical reliability, product delivery, and integration execution — VP Engineering ($160K), AI/ML Engineer ($185K) and the Engineers Mind contracted team.

Key Performance Targets
Total MRR
$118,505
Currently Billable MRR
$89,445
Current OpEx
$170,000 / month
Monthly Cash Flow
+$19,445 / month
Next Hire (CSM)
$91K Currently Billable MRR · $1,555 remaining
Retention Target
Maintain churn below 10%
02.IIPhase II

Expand Distribution

Strategic Objective
Expand Revi's reach by establishing partnerships and integrations with additional software platforms. Revi's modular engagement infrastructure can be deployed across different ecosystems without requiring businesses to replace their existing operating systems.
Partnership → Technical Access → Integration → Distribution → Recurring Revenue.
Phase II Priorities
Priority 1

Expand Fitness & Wellness Distribution

Pursue partnerships and integrations with additional fitness and wellness software ecosystems.

Priority 2

Establish Broader Platform Partnerships

Identify software platforms in adjacent industries where Revi's engagement technology can create measurable value.

Priority 3

Develop Repeatable Integration Models

Support native partnerships, public API integrations, and deeper embedded or white-label distribution models.

Priority 4

Build the Technical Integrations

Deploy engineering resources to activate partnerships and enable reliable data and communication workflows.

Key Performance Targets
Estimated Mariana Tek Ecosystem
~4,000 locations
Additional Fitness & Wellness Ecosystems
~56,000 locations (planning estimate)
Integration Status
Mariana Tek Live · Mindbody Almost Live · Others Roadmap
02.IIIPhase III

Scale GTM & Revenue

Strategic Objective
Scale Revi's proven acquisition and engagement strategy across additional software ecosystems, industries, and distribution partnerships.
Phase III Priorities
Priority 1

Replicate the GTM Engine

Extend successful prospecting, outbound, partnerships, and sales processes into newly accessible markets.

Priority 2

Scale Distribution-Led Acquisition

Leverage software partnerships to reach businesses more efficiently.

Priority 3

Establish Category Leadership

Strengthen market awareness, customer advocacy, referrals, and strategic relationships.

Priority 4

Build Predictable Revenue Growth

Develop repeatable systems for customer acquisition, retention, and expansion across multiple ecosystems.

02.DCore Distribution Strategy

Integrate into existing technology. Distribute through existing ecosystems.

Revi does not seek to replace the operating software businesses already depend on. Instead, Revi integrates directly into established software platforms and operates as an intelligent engagement layer on top of those systems. This integration-first approach is central to Revi's business model and must remain a core competency as the company expands into additional industries.

1

No Rip and Replace

Customers retain their existing operating software. Revi adds intelligence, automation, and engagement without a disruptive software migration.

2

Defined Customer Universe

Every integration gives Revi a specific market to target: the businesses already using that platform — making prospecting, segmentation, outbound, and market intelligence more focused.

3

Lower Sales Friction

Revi approaches prospects with a solution designed to work with the systems they already use, reducing uncertainty around implementation and compatibility.

4

Integration Credibility

Being a recognized integrated vendor or platform partner can create additional customer confidence. No official partner endorsement is claimed where none has been confirmed.

5

Repeatable Go-To-Market

Once an integration is established, Revi builds a repeatable sales motion around that ecosystem rather than reinventing distribution for every customer.

6

Partnership-Led Distribution

Deeper partnerships can create referrals, co-selling, revenue sharing, embedded distribution, and white-label licensing — across Native Platform Partnership, Public API Integration, and Embedded / White-Label models, in multiple industries.

7

Modular Cross-Industry Expansion

The same engagement infrastructure adapts to new industries through integration-specific connectors, workflows, knowledge, and compliance controls. The core technology remains consistent; integrations and applications expand.

Strategic Formula
Partnership → Technical Access → Integration → Distribution → Recurring Revenue

Integrate into existing technologies. Access defined customer ecosystems. Deploy engagement intelligence. Scale recurring revenue. Revi does not require customers to replace their existing software — partnerships and integrations reduce potential sales friction and create defined prospect markets.

A technical integration does not automatically guarantee distribution rights, customer access, or platform endorsement. Technical access, commercial partnerships, and actual customer acquisition are distinct milestones. New verticals require use-case, integration, commercial, and compliance validation.
02.OOperating Leadership

Scaling without the CEO managing every detail.

Head of Operations · $130K Currently Billable MRR

The Head of Operations supports Revi's ability to scale without the CEO managing every operational detail, enabling the CEO to focus more heavily on product strategy, partnerships, and long-term company growth.

  • Cross-functional accountability
  • Customer delivery capacity
  • Operational systems
  • Internal reporting
  • Process standardization
  • Vendor coordination
  • Scalable execution
02.FStrategic Growth Flywheel

A compounding growth flywheel.

Revi's growth strategy is designed to create a compounding flywheel.

1
Stronger team increases execution capacity
2
Better execution strengthens customer outcomes
3
New partnerships expand distribution access
4
Modular integrations activate new ecosystems
5
Expanded distribution increases customer acquisition
6
Growing adoption increases recurring revenue
7
Revenue supports additional team and platform investment
8
Revi's engagement intelligence improves with scale

This cycle drives sustained growth and strengthens Revi's long-term market position.

02.NNorth Star Metric

Increased Engagement Through Revi.

Customer ROI
Platform effectiveness
Market differentiation
Long-term defensibility
02.SStrategic Summary

One strategic progression.

Build the Right Team → Expand Software Distribution → Scale Recurring Revenue