1. Company Update:

• Most significant thing that happened in your business this month:

  While we made significant strides launching our Revify platform (onboarding pilot customer #1, progressing on the client portal) and advancing key sales discussions (Abbott, Nutpods), the most critical development this month is the alarming decline in new marketing contacts. This trend poses a direct threat to future pipeline growth and requires immediate, focused attention, potentially stemming from underlying process issues in our marketing execution.

• Good News/Bad news:

  • Good News:
    • Secured and began onboarding the first Revify pilot customer (verbal commitment for pilot customer #2).
    • nutpods project moving forward ($105-110K), with verbal commitment from CEO, CFO and the Board. Just need to get contract signed next week.
    • Revify client portal and onboarding process nearing completion.
    • Advanced discussions with major prospect Abbott Pharma International.
    • Internal AI content generation tools showing promise.
    • Maintain a healthy cash balance ($131,572.47 at end of March).
  • Bad News:
    • Critically Declining Marketing Contacts: Volume dropped steadily from 50 (Jan) to 35 (Feb) to only 26 (March). Based on our pipeline math, this is FAR below what's needed to sustain deal flow.
    • Potential Knowledge Hub Tracking Issue: Urgent need to investigate if Knowledge Hub signups are correctly translating into Marketing Contacts. This must be validated.
    • Reported Net Loss of -$8,023.39 for March.
    • Negative Net Cash Flow of -$6,292.63 for March.
    • Internal process inconsistencies, particularly in marketing/RevOps, likely contributing to the contact decline.
    • Potential trademark conflict identified for the "Revify" name.
    • Sales cycle lengths remain long for several key deals.
    • SEO Click-Through Rate (CTR) has decreased despite increased impressions.

• Scorecard review (March 2025 Financials):

  • Revenue: $ 0
  • Gross Profit: $0.00
  • Net Income: -$8,023.39
  • Cash Flow from Operations (March): -$6,292.63
  • Cash at End of Period (March 31st): $131,572.47
  • New Marketing Contacts (March): 26 (Down from 35 in Feb, 50 in Jan)

• Sales pipeline activity:

  The pipeline remains active with key deals progressing, but the top-of-funnel health is a major concern due to the drop in marketing contacts.

  Pipeline Conversion Math & Required Contacts:

  • Historical Contact-to-Lead Ratio: Approx. 45 Marketing Contacts yield 1 new Lead (Deal Created).
  • Target Lead-to-Won Conversion Rate: 25% (meaning 4 Leads are needed for 1 Won Deal).
  • Calculated Contacts Needed Per Won Deal: (45 Contacts/Lead) * (4 Leads/Won Deal) = 180 Marketing Contacts.
  • Monthly Goal: To win roughly one deal per month, we need ~180 new marketing contacts monthly.
  • Recent Performance: Our average for Jan-Mar 2025 was only 37 contacts/month.
  • The Gap: We are currently generating ~143 fewer contacts per month than needed to hit a one-deal-per-month target. This gap is unsustainable and requires immediate action, starting with validating the Knowledge Hub tracking and reviewing our entire marketing approach (content, process, rigor / frequency, medium, etc.)

  Active Deals (April 2025 - based on HubSpot export & context):

  (Note: Ages calculated approx. as of end of April 2025)

  The total open deal amount is $983K, with a probability-weighted deal amount of $288K.

  Deal Name	Associated Company (Primary)	Create Date	Age (Days, Approx.)	Deal Stage	Amount	Close Date
  API Development	AMVAC	2025-03-17	~44	Negotiation	$ 25,000	2025-03-31
  US Crop Automation	AMVAC	2025-03-17	~44	Negotiation	$ 100,000	2025-03-31
  Pricing Analytics Engagement	xrite	2025-04-17	~13	Lead	$ 50,000	2025-04-30
  Emerging Markets Pricing Analytics	Abbott Pharma	2025-03-17	~44	Negotiation	$ 125,000	2025-03-31
  Local Hive RGM Analytics Platform	Falfurrias Management Partners	2025-02-24	~65	Lead	$ 125,000	2025-02-28
  Pricing Analytics Platform	Talking Rain	2025-01-08	~112	Lead	$ 200,000	2025-01-31
  RGM Acceleration	nutpods	2024-11-03	~178	Decision Maker Bought-In	$ 108,000	2024-11-30
  RGM Analytics	Seagate	2024-10-25	~187	Proposal	$ 250,000	2024-10-31
  				Total Value:	$983,000
  		Median Age:	~54.5 Days

  (Note: Median age calculation based on active deals listed above. Overall deal age remains high when considering longer-standing deals).

• Update on commitments from last month (March commitments, based on Feb update's accountability table):

  • People: Onboard development contractors for Revify platform build - Done.
  • Execution: Execute CPG-focused marketing campaign with landing page - Done. (However, the target of 5 new contacts/day [~150/month] was clearly missed, highlighting the current issue).
  • Cash: Build pipeline of 10 active deals < 45 days age - Not Done. Close $300K by end of March - Not Done.
  • Strategy: Launch Revify website and MVP solution - In Progress.

• Major Roadblocks?

  1. Critically Declining Marketing Contact Volume: Our lead generation engine is sputtering (only 26 contacts in March vs. a calculated need for ~180/month). This is the top priority issue threatening future growth. Potential Knowledge Hub tracking failure needs immediate validation.
  2. Lack of Marketing/RevOps Process & Rigor: This is highly likely contributing to the contact decline. Inconsistent content cadence, lack of clear ownership/tracking for marketing tasks, potential bottlenecks in review, and insufficient analysis of campaign performance are hindering effective execution.
  3. Potential Revify Conflict: Significant risk requiring immediate legal exploration (i.e. trademark) or need to own SEO space for Revify Analytics (RE: another Revify company that does Ecommerce revenue optimization / analytics).
  4. Sales Cycle Length & Qualification: Persistently long deal cycles impact cash flow.
  5. Bandwidth/Time Constraints: Juggling priorities stretches resources.

2. Presentation on this month’s road block: Critically Declining Marketing Contacts & Underlying Process Gaps

• Background on current situation:

  We are facing a critical decline in new marketing contact acquisition. Volumes have dropped from 50 in January, to 35 in February, to only 26 in March. Our analysis indicates we need approximately 180 new contacts per month to achieve a target of winning one deal per month (based on 45 contacts/lead and 25% lead-to-win rate). This creates a massive gap of over 140 contacts per month compared to recent performance.

  This directly threatens our future sales pipeline and revenue growth for both Revology and the upcoming Revify launch (and the future sustainability of Revify).

  A primary suspect is a potential failure in tracking signups from the Knowledge Hub – this must be validated immediately. (it’s either a tracking failure, or we are truly not gaining net new marketing contacts through our Knowledge Hub).

  The decline likely also stems from a lack of consistent process, rigor, and cadence in our overall marketing and RevOps execution. This includes inconsistent content publishing, potential bottlenecks in reviews, lack of proactive campaign analysis, and unclear ownership or tracking of marketing initiatives in Notion. We need to review our weekly/monthly marketing plan for Revology to understand if the current strategy and execution are effective or require significant overhaul. This is on all of us!

• Future implications & possible options:

  • Implications:
    • Pipeline Starvation: Insufficient top-of-funnel activity will lead to fewer leads and ultimately fewer closed deals in the coming months.
    • Stalled Growth: Inability to feed the sales engine hinders overall company growth and revenue targets.
    • Wasted Revify Launch Momentum: Launching Revify without a healthy lead flow will severely limit its initial traction and success.
    • Team Frustration & Misaligned Effort: Continued effort without results due to process flaws or tracking errors leads to frustration.
    • Inability to Scale: Current marketing processes are not demonstrating the ability to scale effectively without strong and clear tracking in Notion (including campaign / KPI dashboards being reviewed weekly).
  • Possible Options:
    1. Immediate Knowledge Hub Tracking Validation: Confirm HubSpot integration is working correctly for all Knowledge Hub signups. Fix urgently if broken.
    2. Revology Marketing Plan Review & Overhaul: Conduct a thorough review of the current weekly/monthly content plan, topics, channels, cadence, CTAs, and performance. Determine if a strategic shift is needed.
    3. Implement Rigorous Marketing Cadence & Tracking: Establish a non-negotiable schedule for content creation, review, and publishing. Implement clear tracking in Notion for all marketing tasks and use dashboards to monitor contact KPIs weekly.
    4. Define Clear Marketing Roles & Responsibilities: Ensure clear ownership for each stage of the marketing process (ideation, creation, review, publishing, analysis).
    5. Improve SEO CTR: Action the findings regarding low CTR despite high impressions. Optimize existing high-impression content.
    6. Standardize Notion/Process Usage (as per previous month): Reinforce consistent use of Notion for all task tracking, meeting notes, and project updates related to Marketing and RevOps.
    7. Explore New Lead Gen Tactics: Consider supplemental strategies if current content marketing isn't sufficient (e.g., targeted outreach, Hubspot, etc.).
    8. Implement Lead Scoring: Prioritize follow-up on the most engaged contacts.

3. Next Month Commitment (April 2025)

    `` efforts to contractors.<br>Integrate 1 additional expert partner into Revology Practice. | Define clear roles and responsibilities for Revify client onboarding and ongoing support. |  |

| Execution | Drive 25% engagement win rate.<br>Drive 5 new marketing contacts per day.<br>End year with 3,000 opt-in. | Diagnose & Fix Marketing Contact Issue: Validate Knowledge Hub tracking. Review & adjust marketing plan/process. Achieve at least 75 new marketing contacts in May (since March EO review is end of April). Fully onboard Revify pilot customer #2. | | | Cash | Close $300K in new projects by end of March. Maintain project gross margins above 40%. | Drive closure on Abbott (~ $125K, ~ 30% GM%) or Nutpods deal ($100k+, ~ 50% GM%). Finalize and implement lead scoring system in HubSpot. | | | Strategy | Launch Revify as productized RGM-as-a-Service offering. Establish structured campaign approach for target industries | Gather detailed feedback from Revify pilot customer #1. Launch initial Revify content marketing push (repurposed articles, Substack/opinion pieces). Implement findings from Revology marketing plan review. | |