Clarity For The Next Steps

The Plan Ahead

Key Priorities

  • Strategize, identify and execute a Nordic market entry

  • Build a significant position leading to $ +5M in sales

  • Grow board profiles and a leading tech company together

  • Leverage a better board model and contribute to future development

24-Month Timeline

Kickoff Product Deep Dive Strategy Session Board Meeting (bi-monthly) Operators Meeting (monthly) Quarterly QA Milestone
Kickoff — Sep 2025
Kickoff Board Meeting
17 Sep 2025 · 09:00–10:30 CET
Board Meeting: Official Kickoff
Launch Operator Board, confirm roles and cadence, align on near-term goals and success metrics.
M1 — Sep 2025
Product Deep Dive
26 Sep 2025 · 09:00–10:30 CET
Product Deep Dive
Founders lead full capability walkthrough and segment use-cases to align all Operators.
M1 — Sep/Oct 2025
Strategy Session
3 Oct 2025 · 09:00–10:30 CET
Strategy Session #1
Co-build goals and outreach thesis. Confirm materials and rules of engagement.
M1 — Oct 2025
Operators Meeting
7 Oct 2025 · 11:00–12:00 CET
Operators Meeting #1
Peer sync led by Chair. Share early leads, calibrate pitches.
M2 — Oct 2025
Board Meeting
24 Oct 2025 · 09:00–10:30 CET
Operator Board #1
Action-oriented problem solving; ends with 15-min Operator-only debrief.
M2 — Nov 2025
Operators Meeting
First Tuesday monthly · 11:00–12:00 CET
Operators Meeting #2
Outreach progress and barrier responses. (Repeats monthly.)
M3 — Dec 2025
Board Meeting
12 Dec 2025 · 09:00–10:30 CET
Operator Board #2
Review first-wave traction; lock next accounts.
M3 — Dec 2025
Quarterly QA
Quarterly QA #1
Check: “Are we making the right impact?” Adjust targets and messaging if needed.

Phase Activities Outputs
Kickoff: Board Meeting
  • Official launch of Operator Board
  • Introductory session with Planys leadership and Operators
  • Alignment on roles, goals, and expectations
  • Board formally established
  • Shared understanding of objectives
  • Commitment from all Operators to next steps
M1–M2: Getting ready to launch
  • Product deep dive (plenum + 1:1 per segment)
  • Map barriers & prepare responses/materials
  • SalesOps setup (funnel, rules of engagement, feedback loop)
  • Strategy Session
  • Evaluation & sign-off for 1st outreach
  • Shared understanding of product & segments
  • Documented barriers + responses
  • Aligned sales process
  • Nordic Market Entry Plan
  • Advisors comfortable to start outreach
M3–M6: First wave of outreach
  • Customer desktop research
  • Identify right entry points & tailor pitch
  • Alignment check-ins with Planys + Operator Board
  • Execute outreach
  • Planys presented to 20+ customers
  • 2+ qualified sales opportunities
  • Learnings captured in SalesOps Board
M7: Evaluate & strategize
  • Individual & joint evaluation
  • Continuous learning loop
  • Refine outreach materials & strategy
  • Input to broader commercial strategy
  • Refined outreach approach
  • Strategic learnings integrated
M8–M11: Second wave of outreach
  • Follow-up from 1st wave
  • New customer research & tailored pitches
  • Alignment check-ins with Planys + Operator Board
  • Execute outreach
  • Planys Demo Day (like NL Demo)
  • Planys presented to 50+ customers
  • 5+ qualified sales opportunities
  • Negotiation for 1st sale underway
  • Learnings documented
M12: Evaluate & strategize
  • Joint evaluation & strategy review
  • Refine materials & outreach approach
  • Assess Operator Board impact
  • Clear view of results vs. goals
  • Updated commercial playbook for next phase
M13–M23
  • Copy, Modify, Repeat of M3–M12
 —
M24: Goals achieved
  • Goal evaluation
  • Reflections and learnings
  • Future perspectives and collaborations
  • Each Operator responsible for +1M USD sale
  • Mutual learnings captured
  • Roadmap for future collaboration