RRG $1M Revenue
Strategy Day

Current sales, revenue mix, scorecard, Q3 rocks, major wins, current constraints, and the key facts the team needs before planning the path to $1M/month.

Pipeline, leads, qualified leads, appointments, show rate, close rate, AOV, outbound, rep-by-rep output, strategic partners, sacred sales time, and revenue-to-cost productivity.

Q4 sales targets by channel and person; required daily/weekly activities; explicit plan for improving show rate, close rate, and output per rep.

Lead volume, CPL, qualified-lead quality, attribution, paid media, nurture, website, content, webinars, medical advisors, case studies, COAs, and ownership of marketing operations.

Numerical Q4 demand-generation plan with budget, lead/SQL targets, source attribution, and one accountable owner.

Priority events, booth strategy, local/regional events, pre-booked appointments, target account lists, lead capture, ownership, follow-up cadence, and 30/60/90-day revenue attribution.

Formal event playbook, priority calendar, budget rules, sales ownership, and event ROI standard.

Active, never-purchased, at-risk and dormant clinics; first-order activation; reorders; retention; win-back; education; ClinicOS; product expansion; direct clinic outreach; sacred sales time for Clinic Success.

Clinic Success monthly revenue target plus specific activation, reorder, retention, reactivation, and outreach goals.

Define what DBI should become, who it serves, its education/research/community role, and how it can build authority, relationships, demand, and broader industry impact.

Lock DBI's strategic role, near-term model, first programs, owner, and 90-day plan.

What is live vs. staging vs. unfinished? CRM, portal, attribution, Clinic Success systems, reorder workflows, master revenue dashboard, automation, data integrity, multi-provider fulfillment, and revenue-critical blockers.

Rank work Revenue Critical / Operational / Later and lock the next 30 days of engineering priorities.

AI appointment setting, lead follow-up, sales coaching, lead scoring, clinic outreach, win-back, marketing production, executive reporting, internal knowledge, customer support, and operations automation.

Select only 3-5 AI deployments with a named owner, launch date, and measurable economic impact.

COAs and third-party testing, QR verification, protocols, product positioning, sales/Clinic Success training, clinic education, compliance-safe messaging, and launch readiness.

Prioritize quality work and lock one consistent product-training plan across Sales, Clinic Success, Marketing, and partners.

Right people/right seats, blurred ownership, underutilized resources, payroll vs. output, hiring, meeting load, and resources that should be redeployed toward revenue.

Clarify ownership and make any needed role, resource, or accountability changes.

Reduce the day to the few quarterly priorities that materially move RRG toward $1M/month. Identify what must be completed, stopped, or deferred.

Maximum five company-wide Q4 Rocks, each with an owner, metric, and completion date.

Convert every decision into one owner, one precise deliverable, and one realistic deadline. Read commitments aloud before adjournment.

Nothing leaves the room without Who, What, When, and a success metric.