{"ok":true,"passport":{"revision_id":"ae8a45ac-d5b5-4e69-bae8-ded47e5eeb93","revision_origin":"course","name":"Promise ROI","city":"Arlington Heights","state":"Illinois","slug":"promise-roi-4121bdf426","canonical_url":"https://mcp-api.admin.gnr.media/public/passports/promise-roi-4121bdf426","marketing_passport_html_url":"https://mcp-api.admin.gnr.media/public/passports/promise-roi-4121bdf426","compiled_text":"Promise ROI\nMarketing Passport\n\nYour complete marketing foundation, organised in one place.\n\n1. Business Basics\nWebsite Address\nhttps://www.promiseroi.com/\n\nBusiness Stage\nIdea\n\nCountry\nUS\n\nWhich industry best describes your primary business?\nRevenue operations consulting for B2B companies, specializing in Salesforce (CPQ, Billing, Revenue Cloud) and the sales and marketing software connected to it.\n\nWhich location matters most for your growth right now?\nUnited States, national. Not local search.\n\nHow does your business primarily operate?\nRemote, one practitioner plus AI agents. Work is sold as fixed-scope micro-projects with upfront pricing: a one-day diagnostic of the revenue stack, then fixes deployed by AI agents in the same engagement. No hourly billing, no retainers (yet), though I may add them once I win a customer. Contracts run through Illinois, corp-to-corp.\n\nWhere do you currently serve customers?\nUnited States, fully remote.\n\nIf you have a physical presence, where is it located?\n250 Parkway Dr. Suite 150 Lincolnshire, IL 60069\n\nWhich location matters most for your growth right now?\nLinkedIn I help RevOps leaders get more revenue from the software and data they already pay for. I find where the revenue stack leaks, fix it fast with AI agents, and leave the client owning the result.\n\n2. Mission, Vision, and Values\nMission (what you do and who you help?)\nI help RevOps leaders get more revenue from the software and data they already pay for. I help create a holistic view of a company's technology front-office tool set (Revenue Stack), find where the revenue stack leaks, fix it fast with AI agents, and leave the client owning the result.\n\nVision (what success looks like in the future?)\nCompanies measure their revenue stack continuously, the way infrastructure is measured: outcomes against cost. Software spend becomes a line item the business controls instead of a bill nobody optimizes. Promise ROI's agents run that measurement and the fixes, faster and more effectively than a consulting firm.\n\nCore values (3–5 guiding principles)\nLead with value. Give the report first.\nLess is more. Cut tools, reduce complexity, manage less data.\nThe client owns it when I leave. No consultant dependency.\nData over hype. Every claim rests on a number.\nSmall bets beat big engagements. Lower risk, faster movement.\n\n3. Products and Services\nList of core products/services.\n1) List of core products/services.\nFree tools show what's wrong, fixed-price services fix it, and AI agents keep it fixed.\n\nAvailable now\nRevenue Stack Diagnostic: in one day, I check how your sales and marketing software is set up, show where it's wasting money, and fix it.\nCar Wash: the same checkup and fix for just one tool or area.\nFree guides: one on cutting software waste, one on growing revenue from the CRM you already have.\n\nComing soon\nMCP Sprint: in two weeks, your team starts using Claude to work in Salesforce.\nAgentforce Pilot: in 30 days, one Salesforce AI agent is up and doing real work.\nQuote Check Sprint: your quote approval rules get checked automatically on every quote.\nCPQ to Revenue Cloud Migration: a full map of your current quoting setup and a plan to move it to Salesforce's newer platform.\n\nFree apps in development\nRevenue Stack Scan: connect Salesforce and get a score for where you're losing money and where you could grow.\nOrg Health Checker: a free Salesforce app that flags security, license and setup problems.\nCRM ROI Dashboard: shows in dollars what your CRM returns against what it costs.\nMarketo Checker: a free health check for Marketo and its link to Salesforce.\n\nPaid agents and apps in development\nOngoing versions of the free apps that fix problems, track changes and run monthly.\nAI agents that keep Marketo, your data and your quote rules in shape after the first fix.\nReady-made AI tool packs for sales, service and RevOps teams.\n\nPlanned\nA personal AI assistant system for busy executives, salespeople and marketers.\nApps that build Salesforce apps from a plain-English description.\nAn app that tells sales reps what to work on next.\nTools that keep AI connected to Salesforce safe and under control.\nAI packages tailored to specific industries.\n\nOutcomes: the results your customers get.\n2) Outcomes: the results your customers get.\nProof the software pays off. A dollar answer to what your revenue stack and CRM return against what they cost, ready for the CFO and the budget review.\nLower software spend. Unused seats, overlapping tools and surprise renewals found and cut. You pay for what your team actually uses.\n\nData your team trusts. Clean records, working syncs between tools, and a pipeline forecast leadership believes.\n\nMore revenue from the same pipeline. Leads reach the right rep fast, stalled deals get flagged, discounts stay inside the guardrails, and renewals and closed-lost deals get worked instead of forgotten.\n\nFaster, cleaner quoting. Approval rules applied the same way on every quote, so deals move without back-and-forth or margin leaks.\n\nA safe move to Revenue Cloud. A full picture of your current CPQ setup and a clear plan before anyone starts building.\n\nAI that does real work, safely. Your team uses Claude and Agentforce inside Salesforce to save hours each week, with clear limits on what the AI can see and change.\n\nFixes that stay fixed. Agents and apps keep watching and tuning the stack every month, so problems don't creep back in after the project ends.\n\nResults in days, not quarters. A diagnosis in one day and working fixes in weeks, with no long consulting engagement.\n\nNo added headcount, no consultant dependency. Fewer tools, a simpler system, and a team that owns and runs it after I leave.\n\nPricing: how you package or charge for your work.\n3) Pricing: how you package or charge for your work.\nThree ways to work with me, from free to full engagement.\n\nFree. Some apps and tools are free to use, with no time limit. They show you where the problems are.\nFree trial, then monthly. Some apps and AI agents start with a free trial of 14 or 30 days, then continue as a monthly subscription. Cancel anytime.\n\nProject packages. Larger work, such as a CPQ to Revenue Cloud implementation, is sold as a scoped package with the price agreed upfront. No hourly billing and no open-ended retainers.\n\nThese packages replace the need for a traditional Salesforce consulting partner. You get the work done faster and for less, because one senior architect and AI agents do the work instead of a billed bench. And you keep an AI employee I build for you that keeps working after the project ends.\n\nExact prices are being finalized and will be published as each offer launches.\n\nHero Offer: the offer that drives most of your revenue.\nTBD. Current idea is:\n\nCRM ROI Dashboard. A Salesforce app that shows, in dollars, what your CRM returns against what it costs, using only your own data. It answers the question every RevOps leader gets from the CFO: is this software paying for itself? Start free with a one-time 12-month snapshot. Upgrade to the paid version for monthly ROI tracking, history and multiple orgs. When the dashboard shows where value is leaking, I fix it, and an AI agent keeps it fixed.\n\n4. Audience and Customers\nIdeal customer profile (plain English).\nA RevOps leader or budget holder responsible for front-office, lead-to-cash software at a B2B company with 150 to 750 employees, 30 or more sales reps and $20M+ in annual recurring revenue. Usually runs Salesforce alongside tools like Marketo, Pardot, HubSpot, Outreach, Salesloft, Gong or Clari. Salesforce is common but not required.\n\nCustomer segments (if you serve more than one type of customer).\nRevOps leaders who suspect their revenue stack is costing more than it returns and want a fast, independent diagnosis.\nSalesforce CPQ customers facing a move to Revenue Cloud who need the migration scoped and de-risked.\n\nSalesforce teams adopting Claude, MCP or Agentforce who want a working first use case in weeks, not a long implementation.\n\nDeal desk and sales ops teams at Salesforce CPQ shops whose quote approval rules live in hard-coded validation rules or tribal knowledge.\n\nPlanned: executives, salespeople and marketers who are not developers and want an AI operating system that already knows their calendar, email, notes and projects.\n\nCustomer Problems: the challenges they face.\nCompanies pay for tools nobody optimizes holistically.\n\nTools don't talk to each other, and nobody trusts the data.\n\nNobody owns the KPIs.\n\nWe can't prove the software spend pays off.\n\nLeads sit for weeks before anyone touches them.\n\nPipeline is in the CRM, but nobody believes it.\n\nEvery fix means another consulting project and another invoice.\n\nWhy do customers choose you?\nThey get a senior Salesforce resoures, who has deep functional (customer facing / scoping) and development experience, 12+ years and 13 certifications, who diagnoses the whole stack in one day and fixes it with AI agents. No consulting bench, no hourly billing, and the team owns the system afterward. Felix's mission is to deliver ROI, and that means less reliance on outside resources. He builds Agents that function as AI employees, boosting productivity and tool utilization, thereby increasing ROI.\n\n5. Competitors and Differentiators\nDirect Competitors: businesses offering similar products or services.\nSalesforce implementation partners and systems integrators.\nIndependent Salesforce consultants.\nRevOps consultancies and agencies.\n\nIndirect Competitors: alternatives your customers might choose instead.\nThe in-house admin or RevOps team working through a backlog.\nDoing nothing and renewing every tool as-is.\nSalesforce's own AI and setup tools, such as Agentforce.\nHiring another full-time admin or analyst.\n\nDark horses that dislike me, stymie change and avoid taking the perceived risk of someone who fashions themself as an ROI expert.\n\nYour Edge: what you do differently and why customers choose you.\nOne day to a diagnosis, not a months-long discovery phase. Fixes deployed by AI agents instead of a billed bench. The client owns the result when I leave.\n\nConcern about a holistic overview of the customer front-office system. Experience working at consultancies that put their available hours ahead of customer interests.\n\nA strong ethical backbone, emphasizing an approach that will deliver value past my engagement with the customer, so that they can function more independently, not having to rely on consultants.\n\nAs a team of one human with agents working alongside him, I'm more efficient than a team of humans that spend time and money communicating with teach other. That's the future model.\n\n6. Brand Positioning and Messaging\nPositioning Statement: the core idea you want to own.\nFelix, the Revenue Operations Mechanic: more revenue from the tools and data you already pay for.\n\nShort pitch / 7-second explanation.\nI define and quantify your CRM ROI, find where your revenue software leaks money in one day, then my agents fix it, staying on as digital employees.\n\nHooks/Taglines: memorable lines that spark interest.\nGenerate more revenue from the tools and data you already pay for.\n\nFelix and his agents, not a consulting bench.\n\nMost teams are so busy with the day-to-day operations they neglect to look at their system holistically and question if the pieces that make it whole are worth it.\n\nSee the system as it is. Price the leak. Put a agent on it.\n\nA business problem wearing a software invoice.\n\nYour team owns it when I leave, so yo don't need a managed service provider.\n\nTone of Voice: choose the style that fits your brand.\nDirect, data-anchored, peer to peer. Calm authority, no hype. Conclusion first, evidence second. Short sentences and short paragraphs. Written in the first person as Felix, never \"we.\"\n\n7. Brand Story\nWho is your ideal customer?\nA RevOps leader at a growing B2B company who inherited a stack of revenue tools: Salesforce, a marketing automation platform, sales engagement, analytics, each bought for a good reason at a different time.\nToo many jira stories and not enough people to focus on making the big picture work. No tool to look at the big picture to actually surface an ROI number, and no system in place to look at Revenue Operations holistically.\n\nWhat are they struggling with?\nThe stack grew faster than anyone could manage it. Tools overlap, syncs break, data goes stale and leads sit untouched. Finance asks what all this software returns, and there's no clean answer. Bringing in a consulting firm means a long project, a large invoice and a system the team can't maintain after the consultants leave.\n\nThey struggle with too many tools and not enough time or wherewithal to mange them all amidst a flurry of slack messages, email and meetings.\n\nHow does your brand help?\nFelix performs a diagnosis across the whole stack, finds the leaks, puts a price on each one, and deploys the fixes with AI agents in the same engagement. The approach subtracts before it adds: fewer tools, less data, simpler processes. By deploying his agents, the business can see how much each tool costs per month, and how much value it actually delivers. Plus, a holistic dashboard that will show how the entire stack delivers value (how much ROI they get for their software spend)\n\nWhat does life look like after success?\nThe RevOps leader can show what the revenue stack (toolset) returns. Software spend is a line item they control. Leads route correctly, pipeline is trusted, and the team runs the system confidently without calling a consultant.\n\n8. Brand Personality and Voice\nBrand personality traits.\nDirect\nData-driven\nPractitioner, not theorist\nContrarian when the consensus is wrong\nAccountable\nSimplifier\n\nVoice Guidelines: the do's and don'ts that keep your communication consistent.\nDo: write in the first person as Felix (\"I\"), never \"we\" or \"our team.\"\nDo: open with the concrete subject or the problem. No warm-up paragraph.\nDo: anchor every claim to a number or benchmark.\nDo: keep sentences around 8 to 15 words, with short fragments for emphasis.\nDo: keep paragraphs to one or two sentences.\nDo: use the buyer's plain words in headlines.\nDo: use mechanical and systems metaphors (leaks, workers, flows); nature imagery is welcome too.\nDo: say diagnostic, intel report, assessment or Car Wash.\nDon't: use the word \"audit.\"\nDon't: use em dashes.\nDon't: use hype words or clichés such as unlock, hidden, engine, synergy, impactful, game-changer, or best practices.\nDon't: use the \"it's not X, it's Y\" pivot.\nDon't: end with a summary. End with a sharp line or a question.\nDon't: add artificial enthusiasm, reassurance or coaching-speak.\nDon't: use emojis in prose.\nDon't: soften an uncomfortable conclusion.\n\nOne-Word Descriptor: the single word that captures your brand's essence.\nROI\n\n9. Brand Style Guide\nLogo usage notes.\nGold coin mark with a dollar sign and upward arrow. Use on near-black backgrounds. Brand name always written \"Promise ROI,\" with a space.\n\nBrand colour # numbers\n2) Brand colour # numbers\n#E2C15A Gold, primary brand colour: buttons, highlights, accents\n#0A0A0A Near-black, main background\n#F5F2EB Warm off-white, main text and headings on dark backgrounds\n#B3AFA8 Warm grey, secondary and body text\n#181716 Charcoal, cards and panels\n#252422 Dark grey, secondary panels and muted backgrounds\n#34322D Dark taupe, borders and dividers\n#D4AF4A Warm gold, used in gold gradients\n#A87920 Deep gold, gradient edges and shadows\n#FFF0A6 Bright gold, gradient highlight\n#E8CB70 Gold text, gold-coloured headline text\n#157E5D Green, success and positive results\n#DC2828 Red, warnings and errors only\n\nFonts / typography.\nMatch promiseroi.com\n\nVisual preferences.\nMatch promiseroi.com: near-black backgrounds with gold accents. Felix's headshot for personal-brand pieces. Clean, uncluttered layouts.\n\n10. Website and Infrastructure\nWhat website platform do you use? Tick one. If you select other, please provide the platform name.\nLovable\n\nWhere is your Domain or DNS hosted?\nCloudflare\n\n11. Marketing Channels\nCurrent channels in use.\nLinkedIn: posts every Tuesday and Thursday, daily comments on buyers' posts, and warm direct messages.\npromiseroi.com, with a booking page and free guides.\nReferrals.\nCold email, currently being revised.\n\nChannels you want to use next.\nSalesforce AppExchange and AgentExchange listings for the free apps and agents, and the Salesforce partner listing.\nPodcast guest spots and guest posts.\nRefine cold email at scale so that I know what to offer to get a reply and then get a meeting booked\n\nPaid vs organic mix (if any).\nOrganic only for now.\n\n12. Marketing Assets\nExisting assets (logo files, photos, videos, testimonials, case studies, written content).\nLogos and offers on my website, no testimonials yet, no case studies yet\nI'm working on newsletter concepts\nLogo: gold coin mark. Publishable.\nProfessional headshot of Felix. Publishable.\npromiseroi.com, including pages for each of the seven areas and a free under-5-minute diagnostic. Publishable.\nRevenue Stack Savings Guide, 4-page PDF. Publishable.\nRevenue Stack Growth Guide, 5-page PDF. Publishable.\nLinkedIn posts. Publishable.\nWritten voice and style guide. Internal only.\n\n13. Keywords and SEO Focus\nCore topics you want to be known for.\nSoftware ROI: measuring what a company's revenue software actually returns against what it costs, with a clear method instead of guesswork.\nFinding the problems fast: AI agents that surface the leaks, waste and broken processes hiding in the revenue stack.\nBusiness judgment over tool-tinkering: deciding which changes will actually move revenue and cost, and which to skip.\nSubtract before you add: fewer tools, simpler systems and less data as the fastest path to a better return.\nOwning the outcome: a system the team runs itself after I leave, with no ongoing consultant dependency.\n\nPrimary keywords/themes (the search terms and themes your ideal customers actually use)\nSalesforce CPQ consultant\nCPQ to Revenue Cloud migration\nSalesforce Revenue Cloud consultant\nSalesforce Billing consultant\nSalesforce CPQ health check\nRevenue operations consultant\nRevOps tech stack assessment\nSalesforce org health check\nMarketo Salesforce sync issues\nPardot Salesforce integration problems\nLead routing in Salesforce\nReduce SaaS spend for sales and marketing tools\nQuote to cash in Salesforce\nSalesforce MCP server setup\nAgentforce implementation consultant\nAgentforce pilot\nSalesforce CRM ROI\nCPQ quote approval rules\nMarketo health check\nNever associate the brand with: audit, home services, local marketing, small-business AI agency.\n\n14. Goals and Success Metrics\nPrimary business goal (your main focus for the next 6–12 months).\n1) Primary business goal (your main focus for the next 6-12 months).\n5 delivered projects:\n\nDeliver real, measurable ROI for the first Promise ROI clients and turn that work into published case studies. Every engagement starts with an ROI baseline and ends with a before-and-after result the client agrees to share. The goal is proof: actual outcomes delivered, documented and repeatable, so the next client can see exactly what working with me returns.\n\nKey outcomes you care about (leads, sales, visibility, etc.).\nOne-on-one calls booked with RevOps leaders. This is the number that matters most.\nInbound enquiries from the website and LinkedIn.\nSearch visibility on the target keywords: impressions and average position in Google Search Console.\nMentions of Promise ROI in AI assistant answers.\nFirst paying clients.\n\nBiggest constraints: what's limiting progress (time, budget, clarity, systems).\nTime: one person splitting 20 to 40 hours a week across building apps, selling and content.\nProof: no published testimonials or case studies yet.\nClarity: the ideal customer profile is still being refined.\n","compiled_search_text":"promise roi marketing passport your complete marketing foundation, organised in one place. 1. business basics website address https://www.promiseroi.com/ business stage idea country us which industry best describes your primary business? revenue operations consulting for b2b companies, specializing in salesforce (cpq, billing, revenue cloud) and the sales and marketing software connected to it. which location matters most for your growth right now? united states, national. not local search. how does your business primarily operate? remote, one practitioner plus ai agents. work is sold as fixed-scope micro-projects with upfront pricing: a one-day diagnostic of the revenue stack, then fixes deployed by ai agents in the same engagement. no hourly billing, no retainers (yet), though i may add them once i win a customer. contracts run through illinois, corp-to-corp. where do you currently serve customers? united states, fully remote. if you have a physical presence, where is it located? 250 parkway dr. suite 150 lincolnshire, il 60069 which location matters most for your growth right now? linkedin i help revops leaders get more revenue from the software and data they already pay for. i find where the revenue stack leaks, fix it fast with ai agents, and leave the client owning the result. 2. mission, vision, and values mission (what you do and who you help?) i help revops leaders get more revenue from the software and data they already pay for. i help create a holistic view of a company's technology front-office tool set (revenue stack), find where the revenue stack leaks, fix it fast with ai agents, and leave the client owning the result. vision (what success looks like in the future?) companies measure their revenue stack continuously, the way infrastructure is measured: outcomes against cost. software spend becomes a line item the business controls instead of a bill nobody optimizes. promise roi's agents run that measurement and the fixes, faster and more effectively than a consulting firm. core values (3–5 guiding principles) lead with value. give the report first. less is more. cut tools, reduce complexity, manage less data. the client owns it when i leave. no consultant dependency. data over hype. every claim rests on a number. small bets beat big engagements. lower risk, faster movement. 3. products and services list of core products/services. 1) list of core products/services. free tools show what's wrong, fixed-price services fix it, and ai agents keep it fixed. available now revenue stack diagnostic: in one day, i check how your sales and marketing software is set up, show where it's wasting money, and fix it. car wash: the same checkup and fix for just one tool or area. free guides: one on cutting software waste, one on growing revenue from the crm you already have. coming soon mcp sprint: in two weeks, your team starts using claude to work in salesforce. agentforce pilot: in 30 days, one salesforce ai agent is up and doing real work. quote check sprint: your quote approval rules get checked automatically on every quote. cpq to revenue cloud migration: a full map of your current quoting setup and a plan to move it to salesforce's newer platform. free apps in development revenue stack scan: connect salesforce and get a score for where you're losing money and where you could grow. org health checker: a free salesforce app that flags security, license and setup problems. crm roi dashboard: shows in dollars what your crm returns against what it costs. marketo checker: a free health check for marketo and its link to salesforce. paid agents and apps in development ongoing versions of the free apps that fix problems, track changes and run monthly. ai agents that keep marketo, your data and your quote rules in shape after the first fix. ready-made ai tool packs for sales, service and revops teams. planned a personal ai assistant system for busy executives, salespeople and marketers. apps that build salesforce apps from a plain-english description. an app that tells sales reps what to work on next. tools that keep ai connected to salesforce safe and under control. ai packages tailored to specific industries. outcomes: the results your customers get. 2) outcomes: the results your customers get. proof the software pays off. a dollar answer to what your revenue stack and crm return against what they cost, ready for the cfo and the budget review. lower software spend. unused seats, overlapping tools and surprise renewals found and cut. you pay for what your team actually uses. data your team trusts. clean records, working syncs between tools, and a pipeline forecast leadership believes. more revenue from the same pipeline. leads reach the right rep fast, stalled deals get flagged, discounts stay inside the guardrails, and renewals and closed-lost deals get worked instead of forgotten. faster, cleaner quoting. approval rules applied the same way on every quote, so deals move without back-and-forth or margin leaks. a safe move to revenue cloud. a full picture of your current cpq setup and a clear plan before anyone starts building. ai that does real work, safely. your team uses claude and agentforce inside salesforce to save hours each week, with clear limits on what the ai can see and change. fixes that stay fixed. agents and apps keep watching and tuning the stack every month, so problems don't creep back in after the project ends. results in days, not quarters. a diagnosis in one day and working fixes in weeks, with no long consulting engagement. no added headcount, no consultant dependency. fewer tools, a simpler system, and a team that owns and runs it after i leave. pricing: how you package or charge for your work. 3) pricing: how you package or charge for your work. three ways to work with me, from free to full engagement. free. some apps and tools are free to use, with no time limit. they show you where the problems are. free trial, then monthly. some apps and ai agents start with a free trial of 14 or 30 days, then continue as a monthly subscription. cancel anytime. project packages. larger work, such as a cpq to revenue cloud implementation, is sold as a scoped package with the price agreed upfront. no hourly billing and no open-ended retainers. these packages replace the need for a traditional salesforce consulting partner. you get the work done faster and for less, because one senior architect and ai agents do the work instead of a billed bench. and you keep an ai employee i build for you that keeps working after the project ends. exact prices are being finalized and will be published as each offer launches. hero offer: the offer that drives most of your revenue. tbd. current idea is: crm roi dashboard. a salesforce app that shows, in dollars, what your crm returns against what it costs, using only your own data. it answers the question every revops leader gets from the cfo: is this software paying for itself? start free with a one-time 12-month snapshot. upgrade to the paid version for monthly roi tracking, history and multiple orgs. when the dashboard shows where value is leaking, i fix it, and an ai agent keeps it fixed. 4. audience and customers ideal customer profile (plain english). a revops leader or budget holder responsible for front-office, lead-to-cash software at a b2b company with 150 to 750 employees, 30 or more sales reps and $20m+ in annual recurring revenue. usually runs salesforce alongside tools like marketo, pardot, hubspot, outreach, salesloft, gong or clari. salesforce is common but not required. customer segments (if you serve more than one type of customer). revops leaders who suspect their revenue stack is costing more than it returns and want a fast, independent diagnosis. salesforce cpq customers facing a move to revenue cloud who need the migration scoped and de-risked. salesforce teams adopting claude, mcp or agentforce who want a working first use case in weeks, not a long implementation. deal desk and sales ops teams at salesforce cpq shops whose quote approval rules live in hard-coded validation rules or tribal knowledge. planned: executives, salespeople and marketers who are not developers and want an ai operating system that already knows their calendar, email, notes and projects. customer problems: the challenges they face. companies pay for tools nobody optimizes holistically. tools don't talk to each other, and nobody trusts the data. nobody owns the kpis. we can't prove the software spend pays off. leads sit for weeks before anyone touches them. pipeline is in the crm, but nobody believes it. every fix means another consulting project and another invoice. why do customers choose you? they get a senior salesforce resoures, who has deep functional (customer facing / scoping) and development experience, 12+ years and 13 certifications, who diagnoses the whole stack in one day and fixes it with ai agents. no consulting bench, no hourly billing, and the team owns the system afterward. felix's mission is to deliver roi, and that means less reliance on outside resources. he builds agents that function as ai employees, boosting productivity and tool utilization, thereby increasing roi. 5. competitors and differentiators direct competitors: businesses offering similar products or services. salesforce implementation partners and systems integrators. independent salesforce consultants. revops consultancies and agencies. indirect competitors: alternatives your customers might choose instead. the in-house admin or revops team working through a backlog. doing nothing and renewing every tool as-is. salesforce's own ai and setup tools, such as agentforce. hiring another full-time admin or analyst. dark horses that dislike me, stymie change and avoid taking the perceived risk of someone who fashions themself as an roi expert. your edge: what you do differently and why customers choose you. one day to a diagnosis, not a months-long discovery phase. fixes deployed by ai agents instead of a billed bench. the client owns the result when i leave. concern about a holistic overview of the customer front-office system. experience working at consultancies that put their available hours ahead of customer interests. a strong ethical backbone, emphasizing an approach that will deliver value past my engagement with the customer, so that they can function more independently, not having to rely on consultants. as a team of one human with agents working alongside him, i'm more efficient than a team of humans that spend time and money communicating with teach other. that's the future model. 6. brand positioning and messaging positioning statement: the core idea you want to own. felix, the revenue operations mechanic: more revenue from the tools and data you already pay for. short pitch / 7-second explanation. i define and quantify your crm roi, find where your revenue software leaks money in one day, then my agents fix it, staying on as digital employees. hooks/taglines: memorable lines that spark interest. generate more revenue from the tools and data you already pay for. felix and his agents, not a consulting bench. most teams are so busy with the day-to-day operations they neglect to look at their system holistically and question if the pieces that make it whole are worth it. see the system as it is. price the leak. put a agent on it. a business problem wearing a software invoice. your team owns it when i leave, so yo don't need a managed service provider. tone of voice: choose the style that fits your brand. direct, data-anchored, peer to peer. calm authority, no hype. conclusion first, evidence second. short sentences and short paragraphs. written in the first person as felix, never \"we.\" 7. brand story who is your ideal customer? a revops leader at a growing b2b company who inherited a stack of revenue tools: salesforce, a marketing automation platform, sales engagement, analytics, each bought for a good reason at a different time. too many jira stories and not enough people to focus on making the big picture work. no tool to look at the big picture to actually surface an roi number, and no system in place to look at revenue operations holistically. what are they struggling with? the stack grew faster than anyone could manage it. tools overlap, syncs break, data goes stale and leads sit untouched. finance asks what all this software returns, and there's no clean answer. bringing in a consulting firm means a long project, a large invoice and a system the team can't maintain after the consultants leave. they struggle with too many tools and not enough time or wherewithal to mange them all amidst a flurry of slack messages, email and meetings. how does your brand help? felix performs a diagnosis across the whole stack, finds the leaks, puts a price on each one, and deploys the fixes with ai agents in the same engagement. the approach subtracts before it adds: fewer tools, less data, simpler processes. by deploying his agents, the business can see how much each tool costs per month, and how much value it actually delivers. plus, a holistic dashboard that will show how the entire stack delivers value (how much roi they get for their software spend) what does life look like after success? the revops leader can show what the revenue stack (toolset) returns. software spend is a line item they control. leads route correctly, pipeline is trusted, and the team runs the system confidently without calling a consultant. 8. brand personality and voice brand personality traits. direct data-driven practitioner, not theorist contrarian when the consensus is wrong accountable simplifier voice guidelines: the do's and don'ts that keep your communication consistent. do: write in the first person as felix (\"i\"), never \"we\" or \"our team.\" do: open with the concrete subject or the problem. no warm-up paragraph. do: anchor every claim to a number or benchmark. do: keep sentences around 8 to 15 words, with short fragments for emphasis. do: keep paragraphs to one or two sentences. do: use the buyer's plain words in headlines. do: use mechanical and systems metaphors (leaks, workers, flows); nature imagery is welcome too. do: say diagnostic, intel report, assessment or car wash. don't: use the word \"audit.\" don't: use em dashes. don't: use hype words or clichés such as unlock, hidden, engine, synergy, impactful, game-changer, or best practices. don't: use the \"it's not x, it's y\" pivot. don't: end with a summary. end with a sharp line or a question. don't: add artificial enthusiasm, reassurance or coaching-speak. don't: use emojis in prose. don't: soften an uncomfortable conclusion. one-word descriptor: the single word that captures your brand's essence. roi 9. brand style guide logo usage notes. gold coin mark with a dollar sign and upward arrow. use on near-black backgrounds. brand name always written \"promise roi,\" with a space. brand colour # numbers 2) brand colour # numbers #e2c15a gold, primary brand colour: buttons, highlights, accents #0a0a0a near-black, main background #f5f2eb warm off-white, main text and headings on dark backgrounds #b3afa8 warm grey, secondary and body text #181716 charcoal, cards and panels #252422 dark grey, secondary panels and muted backgrounds #34322d dark taupe, borders and dividers #d4af4a warm gold, used in gold gradients #a87920 deep gold, gradient edges and shadows #fff0a6 bright gold, gradient highlight #e8cb70 gold text, gold-coloured headline text #157e5d green, success and positive results #dc2828 red, warnings and errors only fonts / typography. match promiseroi.com visual preferences. match promiseroi.com: near-black backgrounds with gold accents. felix's headshot for personal-brand pieces. clean, uncluttered layouts. 10. website and infrastructure what website platform do you use? tick one. if you select other, please provide the platform name. lovable where is your domain or dns hosted? cloudflare 11. marketing channels current channels in use. linkedin: posts every tuesday and thursday, daily comments on buyers' posts, and warm direct messages. promiseroi.com, with a booking page and free guides. referrals. cold email, currently being revised. channels you want to use next. salesforce appexchange and agentexchange listings for the free apps and agents, and the salesforce partner listing. podcast guest spots and guest posts. refine cold email at scale so that i know what to offer to get a reply and then get a meeting booked paid vs organic mix (if any). organic only for now. 12. marketing assets existing assets (logo files, photos, videos, testimonials, case studies, written content). logos and offers on my website, no testimonials yet, no case studies yet i'm working on newsletter concepts logo: gold coin mark. publishable. professional headshot of felix. publishable. promiseroi.com, including pages for each of the seven areas and a free under-5-minute diagnostic. publishable. revenue stack savings guide, 4-page pdf. publishable. revenue stack growth guide, 5-page pdf. publishable. linkedin posts. publishable. written voice and style guide. internal only. 13. keywords and seo focus core topics you want to be known for. software roi: measuring what a company's revenue software actually returns against what it costs, with a clear method instead of guesswork. finding the problems fast: ai agents that surface the leaks, waste and broken processes hiding in the revenue stack. business judgment over tool-tinkering: deciding which changes will actually move revenue and cost, and which to skip. subtract before you add: fewer tools, simpler systems and less data as the fastest path to a better return. owning the outcome: a system the team runs itself after i leave, with no ongoing consultant dependency. primary keywords/themes (the search terms and themes your ideal customers actually use) salesforce cpq consultant cpq to revenue cloud migration salesforce revenue cloud consultant salesforce billing consultant salesforce cpq health check revenue operations consultant revops tech stack assessment salesforce org health check marketo salesforce sync issues pardot salesforce integration problems lead routing in salesforce reduce saas spend for sales and marketing tools quote to cash in salesforce salesforce mcp server setup agentforce implementation consultant agentforce pilot salesforce crm roi cpq quote approval rules marketo health check never associate the brand with: audit, home services, local marketing, small-business ai agency. 14. goals and success metrics primary business goal (your main focus for the next 6–12 months). 1) primary business goal (your main focus for the next 6-12 months). 5 delivered projects: deliver real, measurable roi for the first promise roi clients and turn that work into published case studies. every engagement starts with an roi baseline and ends with a before-and-after result the client agrees to share. the goal is proof: actual outcomes delivered, documented and repeatable, so the next client can see exactly what working with me returns. key outcomes you care about (leads, sales, visibility, etc.). one-on-one calls booked with revops leaders. this is the number that matters most. inbound enquiries from the website and linkedin. search visibility on the target keywords: impressions and average position in google search console. mentions of promise roi in ai assistant answers. first paying clients. biggest constraints: what's limiting progress (time, budget, clarity, systems). time: one person splitting 20 to 40 hours a week across building apps, selling and content. proof: no published testimonials or case studies yet. clarity: the ideal customer profile is still being refined.","content_hash":"4f300c6cd6702b8d8fd5e1a8ee91eaf8ae401ff79912df0c948dfafa63efc5c0","foundation_line":"Your complete marketing foundation, organised in one place.","published_at":"2026-10-12T21:58:54.328Z","logo_url":"https://mcp-api.admin.gnr.media/public/passports/promise-roi-4121bdf426/logo","sections":[{"module_id":"m01","number":1,"heading":"Business Basics","anchor":"business-basics","blocks":[{"question":"Website Address","answer":"https://www.promiseroi.com/"},{"question":"Business Stage","answer":"Idea"},{"question":"Country","answer":"US"},{"question":"Which industry best describes your primary business?","answer":"Revenue operations consulting for B2B companies, specializing in Salesforce (CPQ, Billing, Revenue Cloud) and the sales and marketing software connected to it.\n\nWhich location matters most for your growth right now?\nUnited States, national. Not local search."},{"question":"How does your business primarily operate?","answer":"Remote, one practitioner plus AI agents. Work is sold as fixed-scope micro-projects with upfront pricing: a one-day diagnostic of the revenue stack, then fixes deployed by AI agents in the same engagement. No hourly billing, no retainers (yet), though I may add them once I win a customer. Contracts run through Illinois, corp-to-corp."},{"question":"Where do you currently serve customers?","answer":"United States, fully remote."},{"question":"If you have a physical presence, where is it located?","answer":"250 Parkway Dr. Suite 150 Lincolnshire, IL 60069"},{"question":"Which location matters most for your growth right now?","answer":"LinkedIn I help RevOps leaders get more revenue from the software and data they already pay for. I find where the revenue stack leaks, fix it fast with AI agents, and leave the client owning the result."}]},{"module_id":"m02","number":2,"heading":"Mission, Vision, and Values","anchor":"mission-vision-and-values","blocks":[{"question":"Mission (what you do and who you help?)","answer":"I help RevOps leaders get more revenue from the software and data they already pay for. I help create a holistic view of a company's technology front-office tool set (Revenue Stack), find where the revenue stack leaks, fix it fast with AI agents, and leave the client owning the result."},{"question":"Vision (what success looks like in the future?)","answer":"Companies measure their revenue stack continuously, the way infrastructure is measured: outcomes against cost. Software spend becomes a line item the business controls instead of a bill nobody optimizes. Promise ROI's agents run that measurement and the fixes, faster and more effectively than a consulting firm."},{"question":"Core values (3–5 guiding principles)","answer":"Lead with value. Give the report first.\nLess is more. Cut tools, reduce complexity, manage less data.\nThe client owns it when I leave. No consultant dependency.\nData over hype. Every claim rests on a number.\nSmall bets beat big engagements. Lower risk, faster movement."}]},{"module_id":"m03","number":3,"heading":"Products and Services","anchor":"products-and-services","blocks":[{"question":"List of core products/services.","answer":"1) List of core products/services.\nFree tools show what's wrong, fixed-price services fix it, and AI agents keep it fixed.\n\nAvailable now\nRevenue Stack Diagnostic: in one day, I check how your sales and marketing software is set up, show where it's wasting money, and fix it.\nCar Wash: the same checkup and fix for just one tool or area.\nFree guides: one on cutting software waste, one on growing revenue from the CRM you already have.\n\nComing soon\nMCP Sprint: in two weeks, your team starts using Claude to work in Salesforce.\nAgentforce Pilot: in 30 days, one Salesforce AI agent is up and doing real work.\nQuote Check Sprint: your quote approval rules get checked automatically on every quote.\nCPQ to Revenue Cloud Migration: a full map of your current quoting setup and a plan to move it to Salesforce's newer platform.\n\nFree apps in development\nRevenue Stack Scan: connect Salesforce and get a score for where you're losing money and where you could grow.\nOrg Health Checker: a free Salesforce app that flags security, license and setup problems.\nCRM ROI Dashboard: shows in dollars what your CRM returns against what it costs.\nMarketo Checker: a free health check for Marketo and its link to Salesforce.\n\nPaid agents and apps in development\nOngoing versions of the free apps that fix problems, track changes and run monthly.\nAI agents that keep Marketo, your data and your quote rules in shape after the first fix.\nReady-made AI tool packs for sales, service and RevOps teams.\n\nPlanned\nA personal AI assistant system for busy executives, salespeople and marketers.\nApps that build Salesforce apps from a plain-English description.\nAn app that tells sales reps what to work on next.\nTools that keep AI connected to Salesforce safe and under control.\nAI packages tailored to specific industries."},{"question":"Outcomes: the results your customers get.","answer":"2) Outcomes: the results your customers get.\nProof the software pays off. A dollar answer to what your revenue stack and CRM return against what they cost, ready for the CFO and the budget review.\nLower software spend. Unused seats, overlapping tools and surprise renewals found and cut. You pay for what your team actually uses.\n\nData your team trusts. Clean records, working syncs between tools, and a pipeline forecast leadership believes.\n\nMore revenue from the same pipeline. Leads reach the right rep fast, stalled deals get flagged, discounts stay inside the guardrails, and renewals and closed-lost deals get worked instead of forgotten.\n\nFaster, cleaner quoting. Approval rules applied the same way on every quote, so deals move without back-and-forth or margin leaks.\n\nA safe move to Revenue Cloud. A full picture of your current CPQ setup and a clear plan before anyone starts building.\n\nAI that does real work, safely. Your team uses Claude and Agentforce inside Salesforce to save hours each week, with clear limits on what the AI can see and change.\n\nFixes that stay fixed. Agents and apps keep watching and tuning the stack every month, so problems don't creep back in after the project ends.\n\nResults in days, not quarters. A diagnosis in one day and working fixes in weeks, with no long consulting engagement.\n\nNo added headcount, no consultant dependency. Fewer tools, a simpler system, and a team that owns and runs it after I leave."},{"question":"Pricing: how you package or charge for your work.","answer":"3) Pricing: how you package or charge for your work.\nThree ways to work with me, from free to full engagement.\n\nFree. Some apps and tools are free to use, with no time limit. They show you where the problems are.\nFree trial, then monthly. Some apps and AI agents start with a free trial of 14 or 30 days, then continue as a monthly subscription. Cancel anytime.\n\nProject packages. Larger work, such as a CPQ to Revenue Cloud implementation, is sold as a scoped package with the price agreed upfront. No hourly billing and no open-ended retainers.\n\nThese packages replace the need for a traditional Salesforce consulting partner. You get the work done faster and for less, because one senior architect and AI agents do the work instead of a billed bench. And you keep an AI employee I build for you that keeps working after the project ends.\n\nExact prices are being finalized and will be published as each offer launches."},{"question":"Hero Offer: the offer that drives most of your revenue.","answer":"TBD. Current idea is:\n\nCRM ROI Dashboard. A Salesforce app that shows, in dollars, what your CRM returns against what it costs, using only your own data. It answers the question every RevOps leader gets from the CFO: is this software paying for itself? Start free with a one-time 12-month snapshot. Upgrade to the paid version for monthly ROI tracking, history and multiple orgs. When the dashboard shows where value is leaking, I fix it, and an AI agent keeps it fixed."}]},{"module_id":"m04","number":4,"heading":"Audience and Customers","anchor":"audience-and-customers","blocks":[{"question":"Ideal customer profile (plain English).","answer":"A RevOps leader or budget holder responsible for front-office, lead-to-cash software at a B2B company with 150 to 750 employees, 30 or more sales reps and $20M+ in annual recurring revenue. Usually runs Salesforce alongside tools like Marketo, Pardot, HubSpot, Outreach, Salesloft, Gong or Clari. Salesforce is common but not required."},{"question":"Customer segments (if you serve more than one type of customer).","answer":"RevOps leaders who suspect their revenue stack is costing more than it returns and want a fast, independent diagnosis.\nSalesforce CPQ customers facing a move to Revenue Cloud who need the migration scoped and de-risked.\n\nSalesforce teams adopting Claude, MCP or Agentforce who want a working first use case in weeks, not a long implementation.\n\nDeal desk and sales ops teams at Salesforce CPQ shops whose quote approval rules live in hard-coded validation rules or tribal knowledge.\n\nPlanned: executives, salespeople and marketers who are not developers and want an AI operating system that already knows their calendar, email, notes and projects."},{"question":"Customer Problems: the challenges they face.","answer":"Companies pay for tools nobody optimizes holistically.\n\nTools don't talk to each other, and nobody trusts the data.\n\nNobody owns the KPIs.\n\nWe can't prove the software spend pays off.\n\nLeads sit for weeks before anyone touches them.\n\nPipeline is in the CRM, but nobody believes it.\n\nEvery fix means another consulting project and another invoice."},{"question":"Why do customers choose you?","answer":"They get a senior Salesforce resoures, who has deep functional (customer facing / scoping) and development experience, 12+ years and 13 certifications, who diagnoses the whole stack in one day and fixes it with AI agents. No consulting bench, no hourly billing, and the team owns the system afterward. Felix's mission is to deliver ROI, and that means less reliance on outside resources. He builds Agents that function as AI employees, boosting productivity and tool utilization, thereby increasing ROI."}]},{"module_id":"m05","number":5,"heading":"Competitors and Differentiators","anchor":"competitors-and-differentiators","blocks":[{"question":"Direct Competitors: businesses offering similar products or services.","answer":"Salesforce implementation partners and systems integrators.\nIndependent Salesforce consultants.\nRevOps consultancies and agencies."},{"question":"Indirect Competitors: alternatives your customers might choose instead.","answer":"The in-house admin or RevOps team working through a backlog.\nDoing nothing and renewing every tool as-is.\nSalesforce's own AI and setup tools, such as Agentforce.\nHiring another full-time admin or analyst.\n\nDark horses that dislike me, stymie change and avoid taking the perceived risk of someone who fashions themself as an ROI expert."},{"question":"Your Edge: what you do differently and why customers choose you.","answer":"One day to a diagnosis, not a months-long discovery phase. Fixes deployed by AI agents instead of a billed bench. The client owns the result when I leave.\n\nConcern about a holistic overview of the customer front-office system. Experience working at consultancies that put their available hours ahead of customer interests.\n\nA strong ethical backbone, emphasizing an approach that will deliver value past my engagement with the customer, so that they can function more independently, not having to rely on consultants.\n\nAs a team of one human with agents working alongside him, I'm more efficient than a team of humans that spend time and money communicating with teach other. That's the future model."}]},{"module_id":"m06","number":6,"heading":"Brand Positioning and Messaging","anchor":"brand-positioning-and-messaging","blocks":[{"question":"Positioning Statement: the core idea you want to own.","answer":"Felix, the Revenue Operations Mechanic: more revenue from the tools and data you already pay for."},{"question":"Short pitch / 7-second explanation.","answer":"I define and quantify your CRM ROI, find where your revenue software leaks money in one day, then my agents fix it, staying on as digital employees."},{"question":"Hooks/Taglines: memorable lines that spark interest.","answer":"Generate more revenue from the tools and data you already pay for.\n\nFelix and his agents, not a consulting bench.\n\nMost teams are so busy with the day-to-day operations they neglect to look at their system holistically and question if the pieces that make it whole are worth it.\n\nSee the system as it is. Price the leak. Put a agent on it.\n\nA business problem wearing a software invoice.\n\nYour team owns it when I leave, so yo don't need a managed service provider."},{"question":"Tone of Voice: choose the style that fits your brand.","answer":"Direct, data-anchored, peer to peer. Calm authority, no hype. Conclusion first, evidence second. Short sentences and short paragraphs. Written in the first person as Felix, never \"we.\""}]},{"module_id":"m07","number":7,"heading":"Brand Story","anchor":"brand-story","blocks":[{"question":"Who is your ideal customer?","answer":"A RevOps leader at a growing B2B company who inherited a stack of revenue tools: Salesforce, a marketing automation platform, sales engagement, analytics, each bought for a good reason at a different time.\nToo many jira stories and not enough people to focus on making the big picture work. No tool to look at the big picture to actually surface an ROI number, and no system in place to look at Revenue Operations holistically."},{"question":"What are they struggling with?","answer":"The stack grew faster than anyone could manage it. Tools overlap, syncs break, data goes stale and leads sit untouched. Finance asks what all this software returns, and there's no clean answer. Bringing in a consulting firm means a long project, a large invoice and a system the team can't maintain after the consultants leave.\n\nThey struggle with too many tools and not enough time or wherewithal to mange them all amidst a flurry of slack messages, email and meetings."},{"question":"How does your brand help?","answer":"Felix performs a diagnosis across the whole stack, finds the leaks, puts a price on each one, and deploys the fixes with AI agents in the same engagement. The approach subtracts before it adds: fewer tools, less data, simpler processes. By deploying his agents, the business can see how much each tool costs per month, and how much value it actually delivers. Plus, a holistic dashboard that will show how the entire stack delivers value (how much ROI they get for their software spend)"},{"question":"What does life look like after success?","answer":"The RevOps leader can show what the revenue stack (toolset) returns. Software spend is a line item they control. Leads route correctly, pipeline is trusted, and the team runs the system confidently without calling a consultant."}]},{"module_id":"m08","number":8,"heading":"Brand Personality and Voice","anchor":"brand-personality-and-voice","blocks":[{"question":"Brand personality traits.","answer":"Direct\nData-driven\nPractitioner, not theorist\nContrarian when the consensus is wrong\nAccountable\nSimplifier"},{"question":"Voice Guidelines: the do's and don'ts that keep your communication consistent.","answer":"Do: write in the first person as Felix (\"I\"), never \"we\" or \"our team.\"\nDo: open with the concrete subject or the problem. No warm-up paragraph.\nDo: anchor every claim to a number or benchmark.\nDo: keep sentences around 8 to 15 words, with short fragments for emphasis.\nDo: keep paragraphs to one or two sentences.\nDo: use the buyer's plain words in headlines.\nDo: use mechanical and systems metaphors (leaks, workers, flows); nature imagery is welcome too.\nDo: say diagnostic, intel report, assessment or Car Wash.\nDon't: use the word \"audit.\"\nDon't: use em dashes.\nDon't: use hype words or clichés such as unlock, hidden, engine, synergy, impactful, game-changer, or best practices.\nDon't: use the \"it's not X, it's Y\" pivot.\nDon't: end with a summary. End with a sharp line or a question.\nDon't: add artificial enthusiasm, reassurance or coaching-speak.\nDon't: use emojis in prose.\nDon't: soften an uncomfortable conclusion."},{"question":"One-Word Descriptor: the single word that captures your brand's essence.","answer":"ROI"}]},{"module_id":"m09","number":9,"heading":"Brand Style Guide","anchor":"brand-style-guide","blocks":[{"question":"Logo usage notes.","answer":"Gold coin mark with a dollar sign and upward arrow. Use on near-black backgrounds. Brand name always written \"Promise ROI,\" with a space."},{"question":"Brand colour # numbers","answer":"2) Brand colour # numbers\n#E2C15A Gold, primary brand colour: buttons, highlights, accents\n#0A0A0A Near-black, main background\n#F5F2EB Warm off-white, main text and headings on dark backgrounds\n#B3AFA8 Warm grey, secondary and body text\n#181716 Charcoal, cards and panels\n#252422 Dark grey, secondary panels and muted backgrounds\n#34322D Dark taupe, borders and dividers\n#D4AF4A Warm gold, used in gold gradients\n#A87920 Deep gold, gradient edges and shadows\n#FFF0A6 Bright gold, gradient highlight\n#E8CB70 Gold text, gold-coloured headline text\n#157E5D Green, success and positive results\n#DC2828 Red, warnings and errors only"},{"question":"Fonts / typography.","answer":"Match promiseroi.com"},{"question":"Visual preferences.","answer":"Match promiseroi.com: near-black backgrounds with gold accents. Felix's headshot for personal-brand pieces. Clean, uncluttered layouts."}]},{"module_id":"m10","number":10,"heading":"Website and Infrastructure","anchor":"website-and-infrastructure","blocks":[{"question":"What website platform do you use? Tick one. If you select other, please provide the platform name.","answer":"Lovable"},{"question":"Where is your Domain or DNS hosted?","answer":"Cloudflare"}]},{"module_id":"m11","number":11,"heading":"Marketing Channels","anchor":"marketing-channels","blocks":[{"question":"Current channels in use.","answer":"LinkedIn: posts every Tuesday and Thursday, daily comments on buyers' posts, and warm direct messages.\npromiseroi.com, with a booking page and free guides.\nReferrals.\nCold email, currently being revised."},{"question":"Channels you want to use next.","answer":"Salesforce AppExchange and AgentExchange listings for the free apps and agents, and the Salesforce partner listing.\nPodcast guest spots and guest posts.\nRefine cold email at scale so that I know what to offer to get a reply and then get a meeting booked"},{"question":"Paid vs organic mix (if any).","answer":"Organic only for now."}]},{"module_id":"m12","number":12,"heading":"Marketing Assets","anchor":"marketing-assets","blocks":[{"question":"Existing assets (logo files, photos, videos, testimonials, case studies, written content).","answer":"Logos and offers on my website, no testimonials yet, no case studies yet\nI'm working on newsletter concepts\nLogo: gold coin mark. Publishable.\nProfessional headshot of Felix. Publishable.\npromiseroi.com, including pages for each of the seven areas and a free under-5-minute diagnostic. Publishable.\nRevenue Stack Savings Guide, 4-page PDF. Publishable.\nRevenue Stack Growth Guide, 5-page PDF. Publishable.\nLinkedIn posts. Publishable.\nWritten voice and style guide. Internal only."}]},{"module_id":"m13","number":13,"heading":"Keywords and SEO Focus","anchor":"keywords-and-seo-focus","blocks":[{"question":"Core topics you want to be known for.","answer":"Software ROI: measuring what a company's revenue software actually returns against what it costs, with a clear method instead of guesswork.\nFinding the problems fast: AI agents that surface the leaks, waste and broken processes hiding in the revenue stack.\nBusiness judgment over tool-tinkering: deciding which changes will actually move revenue and cost, and which to skip.\nSubtract before you add: fewer tools, simpler systems and less data as the fastest path to a better return.\nOwning the outcome: a system the team runs itself after I leave, with no ongoing consultant dependency."},{"question":"Primary keywords/themes (the search terms and themes your ideal customers actually use)","answer":"Salesforce CPQ consultant\nCPQ to Revenue Cloud migration\nSalesforce Revenue Cloud consultant\nSalesforce Billing consultant\nSalesforce CPQ health check\nRevenue operations consultant\nRevOps tech stack assessment\nSalesforce org health check\nMarketo Salesforce sync issues\nPardot Salesforce integration problems\nLead routing in Salesforce\nReduce SaaS spend for sales and marketing tools\nQuote to cash in Salesforce\nSalesforce MCP server setup\nAgentforce implementation consultant\nAgentforce pilot\nSalesforce CRM ROI\nCPQ quote approval rules\nMarketo health check\nNever associate the brand with: audit, home services, local marketing, small-business AI agency."}]},{"module_id":"m14","number":14,"heading":"Goals and Success Metrics","anchor":"goals-and-success-metrics","blocks":[{"question":"Primary business goal (your main focus for the next 6–12 months).","answer":"1) Primary business goal (your main focus for the next 6-12 months).\n5 delivered projects:\n\nDeliver real, measurable ROI for the first Promise ROI clients and turn that work into published case studies. Every engagement starts with an ROI baseline and ends with a before-and-after result the client agrees to share. The goal is proof: actual outcomes delivered, documented and repeatable, so the next client can see exactly what working with me returns."},{"question":"Key outcomes you care about (leads, sales, visibility, etc.).","answer":"One-on-one calls booked with RevOps leaders. This is the number that matters most.\nInbound enquiries from the website and LinkedIn.\nSearch visibility on the target keywords: impressions and average position in Google Search Console.\nMentions of Promise ROI in AI assistant answers.\nFirst paying clients."},{"question":"Biggest constraints: what's limiting progress (time, budget, clarity, systems).","answer":"Time: one person splitting 20 to 40 hours a week across building apps, selling and content.\nProof: no published testimonials or case studies yet.\nClarity: the ideal customer profile is still being refined."}]}]}}