Bryan
Sandora

12-deliverable master plan built in the first 10 weeks of the role. Maps the full scope of system-building, automation, and channel development initiatives across all four MSP platforms.

Analysis of the myDW 60-day free trial funnel identifying dealer-to-trial linkage gap. Discovery meeting with platform team pending. Feeds Ideas Platform Proposal 3.

Pre-launch onboarding infrastructure for two upcoming DW products. Product detail placeholders ready for population on product team confirmation. Day-one launch readiness.

Ideas Platform proposal eliminating 7–13 hrs/week of manual processing via form-side validation, CRM automation, and triggered email sequences. Projected $27K–$97K ARR lift.

Structural proposal connecting 88–97 new CPP enrollments/month directly to MSP awareness. Conservative revenue projection: $62K–$131K additional ARR annually.

3-wave email campaign targeting existing CPP members who never received an MSP introduction. Zero cost, no system changes required. Actionable this week.

Admin brief specifying custom Opportunity object, 11 custom fields, 7 pipeline stages, and 5 automated reports for MSP-specific pipeline tracking. Pending admin implementation.

Structured post-provisioning communication sequence replacing ad-hoc emails. Covers access confirmation, key ordering, demo setup, and activation check-in across 4 touchpoints.

Complete dealer field guide — product overview, ideal customer profiles, conversation openers, ROI scenarios, objection handlers, and channel sizing reference at $3/camera/month.

VSaaS-specific dealer guide covering DW Cloud access, confirmed $8/camera/month pricing, feature differentiation from myDW, enterprise customer profiles, and objection handling.

Customer-facing leave-behind. Anchored on the gap question — "Is your system actually recording right now?" — with feature highlights, real-world scenarios, and SOC 2 / NDAA callouts.

Enterprise customer-facing one-pager. "Every site. Every camera. One dashboard." — covers cloud VMS, built-in AI analytics, compliance, and real scenario proof points.

Single-page dealer reference answering "which product and when." Three decision trees, head-to-head comparison, six real customer scenarios, confirmed pricing for both products.

Four targeted playbooks — Retail, Property Management, Schools, Warehouses — each with conversation opener, customer profile signals, ROI scenarios, objection handlers, and product recommendation.

Week-by-week activation guide for newly provisioned dealers. Covers portal setup, first customer demo, key activation, quote integration, and first renewal — with specific action items each week.

7-chapter dealer sales education resource covering the managed service mindset, revenue model, customer conversations, quoting, activation, and renewal. ~25 min read.

Structured training curriculum framework for dealer onboarding. Module-based content structure covering product knowledge, sales methodology, and platform operations.

64 questions across 8 categories — access, pricing, portal navigation, sales conversations, security/compliance, technical support, CPP program, and Spectrum Enterprise. Includes gap tracker and amendment log.

30-minute scripted webinar with 12 slides and complete talking points. Covers portal setup, key activation, customer onboarding, and live Q&A. Ready to record.

7-step documented procedure for qualifying, provisioning, and activating channel partner organizations. Includes decision trees for CPP verification, duplicate checks, and exception handling.

Fillable monthly dashboard template — pipeline by stage, provisioning volume, activation funnel, platform split, and trend lines. Data pulls from Salesforce once configured.

Structured brief for Senior Director meetings — 6 pulse metrics, pipeline stage comparison, activation funnel, narrative boxes, priorities, and strategic signal field. With companion guide.

Personal daily drink tracker.