🚀 Vision 360 — Business Strategy

"You Do The Work. We Run The Business Around You."

Clients

$2,991

Monthly Rev

$50K

Month 12 Target

7 Days

Onboarding Time

📋 The Model

V360 is a Business-in-a-Box platform. We become the operational backbone for small businesses that can't afford a full back-office team. One monthly fee: CRM, PBX, SMS marketing, website, lead generation, scheduling, reviews, and a dedicated ops team.

Current Portfolio

Company	Industry	Status	Tier	Monthly
Pro Handyman Renovation	handyman	Active	Growth	$997
Standard Florida Mortgage	mortgage	Active	Growth	$997
Boynton Beach Medical Center	medical	Active	Growth	$997
The Rx Spot	pharmacy	Prospect	Growth	$0

🎯 Marketing Strategy

Target Market

South Florida small businesses, $500K-$5M revenue, 1-10 employees
Industries: Home services, medical/dental, legal, mortgage, pharmacy
Pain point: Losing leads, no follow-up, no online presence, can't afford staff

Channels (Priority Order)

Referral Engine — 1 month free per referral. Built into CRM.
Direct Outreach — SMS 300/day, 8am-8pm ET, TCPA compliant
Case Studies — PHR (500 projects, 5.0), SFM (211 leads), BBMC (7-day launch)
Google Business Profile — SEO + 5-star reviews from clients
Paid Ads — Google + Facebook, $500/mo after Month 2

The Pitch

"You're great at your craft. But you're losing money on operations — missed calls, no follow-up, no reviews, no website. V360 plugs in and runs your entire back-office for $997/mo. You show up, do the work, collect the check. We handle the rest. 7-day setup. Cancel anytime."

🔄 Onboarding Flow — 7 Day Launch

Day	Phase	What Happens	Who
0	Close	MSA signed, payment authorized	Ben
1	Foundation	Domain, email, PBX, CRM deployed	Laura/Cesar/Guy
2	Discovery	Learn their business, build CRM	Guy
3	Build	CRM configured, industry-specific	Guy
4	Web	Website built, GBP claimed	Guy/Laura
5	Integration	PBX→CRM texting, review engine	Guy
6	Automation	Social, email sequences, reporting	Guy
7	Go Live	Reveal meeting, training, launch	Ben/Guy

👥 HR Strategy

Current Team

Person	Role	Responsibilities
Ben	CEO	Sales, strategy, client relationships
Laura	Admin	Domains, email, GoDaddy
Cesar	Tech	PBX, NuSo, phone systems
Guy (AI)	Operations	CRM, websites, campaigns, automation, 24/7
Oliver	PHR Dispatcher	Job scheduling, tech assignment
Pierre	BBMC Owner	Clinic operations
Alex	SFM Loan Officer	English mortgage leads, NMLS #875154
Nikki	SFM Loan Officer	Spanish mortgage leads, NMLS #2419262

Hiring Plan

Month 3 — Onboarding Specialist (remote, $15-20/hr, 20 hrs/wk)
Month 4-6 — Sales Dev Rep (commission-only, 10% first 3 months)
Month 6-12 — Account Manager ($40-50K/yr, manages 10-15 clients)

💰 Pricing

Tier	Price	Includes	Target
Launch	$497/mo	CRM + PBX + basic texting + website	Solopreneurs
Growth	$997/mo	Full system + marketing + reviews	Established small biz
Dominate	$1,997/mo	Everything + voice agent + custom	Multi-location
Partner	$1,000 + rev share	Full system + skin in game	Rev-share partners

📅 30/60/90 Day Roadmap

Days 1-30: Stabilize

All 4 CRMs operational ✅
Pipeline system ✅
BBMC fully onboarded
PHR review engine live
SFM nurture fixed
Rx Spot first order
PHR case study published

Days 31-60: Productize

Sales funnel live
Self-serve demo
3 case studies published
Referral program
V360 GBP + reviews
Onboarding specialist hired
Cold outreach 300/day
2+ new clients signed

Days 61-90: Scale

10+ new clients
Paid ads running
3 posts/week content
Home Depot partnership
SDR hired
$15K+/mo revenue
System self-running

🏆 Competitive Advantage

Done-For-You — GoHighLevel gives tools. V360 does the work.
AI Operations — Guy handles 80% of ops at zero marginal cost
All-In-One — CRM + PBX + texting + web + marketing + reviews
7-Day Launch — Competitors take 30-60 days
Industry-Specific — Each CRM built for the client's industry
Local Presence — South Florida, face-to-face available
Skin in the Game — Partner tier rev share, we win when they win

The V360 Promise

"Give us 7 days. We'll run your entire back-office. If you're not saving time and making more money in 30 days, cancel — no questions asked."

Living document — updated as the business evolves · Last updated: July 17, 2026