Northstar Software · Jul 18 – Aug 17
30-Day Plan
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Your recommended 30-day plan — broken down by the four pillars
RevOS ranks every move by impact ÷ effort and sorts it under the pillar it fixes. You decide which to run — agree, adjust, or push back on anything and the plan re-balances. Approved priorities flow to the Act board and into ClickUp for your team.
Initiatives
8
Modeled impact
+38 meetings
New spend required
$0
reallocation only
Pillars addressed
4 of 4
Position to Win
decide priorities
1
Re-test enterprise positioning & messaging
Enterprise meetings lag while SMB is on pace — a fit/positioning signal. Re-test finance-buyer value props before adding spend.
✓ Agree
Adjust
2
Create a finance-buyer content asset
No asset speaks to your Tier-1 finance/ops persona. Produce a flagship guide + landing page to feed nurture.
✓ Agree
→ Send to Studio
Drive Warm Leads
decide priorities
3
Reopen paid social with a solution-led message
Channel was cut after pain-led creative flopped. Relaunch with the solution framing that works in email, at 50% budget, as a 2-week test.
Adjust
✕ Not now
4
CRO sprint on demo-request + pricing pages
Move website conversion 22% → 30%. Highest-volume, zero-new-spend lever. Ship 3 experiments.
✓ Agree
Adjust
5
Fix Meta lead-form enrichment
47% of Meta leads have no phone and never reach the call queue. Repair enrichment so paid leads are workable.
✓ Agree
Adjust
6
Expand Google Ads into 8 finance-intent keywords
Add high-intent terms your finance ICP searches. RevOS pre-built the keyword + negative-match list.
Adjust
✕ Not now
Set Meetings
decide priorities
7
Fix speed-to-lead — stand up a live call queue
Only 26% of leads are called within your 6-hour SLA and 93 are waiting. Build a prioritized queue (ICP tier × recency).
✓ Agree
Adjust
Close Deals
decide priorities
8
Ship value-framing play + ‘Vantage’ battlecard
Deals concede on price and reps improvise vs a new competitor. Roll out a value talk track + battlecard from real call objections.
✓ Agree
Adjust