Rise Online Advertising

Org Planner & 90-Day Roadmap

23
Current Team
$90.7K
Monthly Payroll
(incl rev share)
6
Open Roles
$119-125K
Payroll w/ Hires
(incl rev share)
31
Team w/ Hires
Org Chart
5 Priorities
Hiring Plan
Action Items
Personal

Leadership

Filled
Jacob
Visionary / CEO
$5,000
Hire
OPEN (Tiffany transitioning out)
Integrator
$8-10K
Six figures annual — Target: November
Tiffany stays until hire is placed. Separate salary once new integrator onboards.
ASAP
OPEN
Operations Director
$7-8K
Someone who can own every process and lead the team. Highest leverage leadership hire.
Review
Ryan
HR / Finance (Fractional CFO)
$7,000
Contractor
Evaluate: is this worth it or downgrade? Check Craig Cody CPA as alternative for tax strategy.

Sales

Filled
Tom
Sales Manager
$5,000
+ commission (avg $10-15K/mo)
Filled
Dylon
SDR
$2,000
+ commission
Hire
OPEN
SDR #2
$2,000
+ commission
Another setter — competition for Dylon. Tom oversees Sales.
Hire
OPEN
Closer
Comm only
15% of closed revenue

Client Success (Katie owns)

Filled
Katie
Client Success Leader
$6,500 + $3,070 rev share
1% of $307K total MRR = $3,070/mo
Leader of CS department. Rev share grows as MRR grows. BLOCKER: Currently doing 3-4 onboardings/week — must document process, hire + train replacement to free her for full CS leader role.
Filled
Josh
AM Lead
$1,600
Filled
Pam
Account Manager
$4,500 + $669 rev share
1% of 34 clients (~$67K managed rev)
Filled
Caitlin
Account Manager
$4,500 + $669 rev share
1% of 34 clients (~$67K managed rev)
Filled
Emily
Account Manager
$4,800 + $649 rev share
1% of 33 clients (~$65K managed rev)
Filled
Ashlyn
Account Manager
$4,800 + $551 rev share
1% of 28 clients (~$55K managed rev)
Hire
OPEN
Account Manager
$5,000
Hire
OPEN
Onboarding Specialist
$2-3K est
Takes over 3-4 onboardings/week from Katie. Katie documents SOP then trains this hire.

Marketing / Fulfillment

Filled
Tyler
Marketing
$4,000
Filled
Kelly
Marketing
$4,000
Filled
Kris
Meta / FB Ads Lead
$6,500
Also help with Rise's own marketing
Filled
Casey
Google Ads
$4,500
Filled
Dennis/Anne
SEO
$3,200
Filled
JC
Web Development
$1,600
Website build + automated

Media Buyers & Specialists

Filled
Roy
Meta Buyer (under Kris)
$1,600
Filled
Ruby
Meta Buyer
$1,600
Filled
Eri
Meta Buyer
$1,600
Filled
Leo
Meta Buyer
$1,600
Filled
Ethan
Meta Buyer
$1,600
Filled
Cora
SEO Specialist
$1,000
Filled
Jim
Google Ads Specialist
$1,600

New Roles (Not Yet in Chart)

ASAP
OPEN
AI Lead / Project Manager
$3-5K est
US-based. Oversees AI dev team. Project management + priorities. First 10% / last 10% model. Reports to Jacob.
ASAP
OPEN
House Manager
$3-4K est
Calendar management, office management, training calendar coordination.

1. Build / Hire Leadership Team

IMMEDIATE — 30 Days
  • Katie formally owns Client Success — announce + implement 1% incentive on entire client bookIncentivize AMs with 1% of managed accounts too
  • Katie: Document onboarding process + hire/train replacementCurrently doing 3-4 onboardings/week. This is blocking her from her real CS leader role. Step 1: document SOP. Step 2: hire onboarding specialist. Step 3: Katie trains them and hands off.
  • Evaluate Ryan (fractional CFO) — worth $7K/mo or downgrade?Look at Craig Cody CPA ($7.5K w/ CFO) or CPA Solutions Orlando as alternatives
  • Begin Operations Director search ($7-8K/mo)Someone who can own every process and lead the team. This is the highest leverage hire.
  • Map out Integrator role — what does it look like?Target: November hire. Will be six figures. Tiffany transitions out once placed.
  • Tom oversees all of Sales — formalize structureSDR #2 hire creates competition for Dylon. Closer at 15% comm.

2. In-House AI Team

IN PROGRESS — 30-60 Days
  • QA Bots — Call review based on scripts (Chip built, live in #chip-call-reviews)Fathom video calls + GHL phone calls → Claude scoring → Slack. Need to refine with Rise playbooks.
  • Hire AI Lead / Project Manager (ASAP)US-based. Oversees dev team. Weekly priorities with Jacob. First 10% / last 10% model.
  • Source of truth dashboardsAlready have analytics.risecommand.com — expand and consolidate.
  • Out of office feature (Viktor)
  • Website build + automated → JCClient site pipeline through Cloudflare Pages / website factory.
  • Call recordings for churn + upsell opportunitiesFathom integration already pulling 9,200+ transcripts. Wire into churn detection.
  • Brady sticker Facebook — Ninja Hack
  • Role play system for sales team, AMs, and clientsAI-powered practice scenarios based on real call data.
  • Move services to cloud (reduce BigDog dependency)Clone to Cloudflare Workers / Railway. BigDog stays for bots only.

3. House Manager / Calendar Management

ASAP — 30-60 Days
  • Hire house manager (ASAP)Office management, calendar management, training calendar coordination.
  • Build training calendar for team
  • PUT EVERYTHING ON THE CALENDARJacob's #1 personal action item from conference.

4. Offers — Price Raise — Upsell — 💰 CASH PLAY

30 Days
  • Finalize Titan offer with rev share or higher retainerTony Reeves quote: "You're way undercharging me." 5% performance fee above baseline.
  • Media day offer — productize for all Titans
  • Social media management offering — new revenue stream?
  • Client QBRs — quarterly business reviewsReinforces value, identifies upsell opportunities, reduces churn.
  • Upsell = retain clients — Future roadmap for each clientAlready have roadmaps.risecommand.com infrastructure.
  • Reprice legacy clients ($2K floor) — CT02 from 90-day plan45 clients under $1.5K. Target 30+ repriced in 90 days.

5. Budgeting + Saving (Profit First?)

90 Days
  • $200K cash on hand target
  • Proactive tax savings strategyCurrently $303K taxable through June. Need quarterly estimates from Ryan/new CPA.
  • Acquisition funds — set aside for opportunitiesGym agency deal still on the table if price is right.
  • Review budget — what to cut / what to spend$79K office supplies, $54K coaching, $84K AI spend — audit all three.
  • Cut AI costs where possibleConsolidate models, reduce redundant API calls.
  • Sacrifice profit for quality of life (target 25% margin, not max)Willing to invest in leadership team even if it reduces profit short-term.

Hiring Priority Order

1
AI Lead / Project Manager
US-based. Oversees AI dev team. Reports to Jacob.
ASAP
$3-5K
2
House Manager
Office + calendar + training management.
ASAP
$3-4K
3
Operations Director
Owns every process. Leads the team.
30-60 Days
$7-8K
4
Onboarding Specialist
Takes over from Katie. She documents SOP, trains replacement.
30-60 Days
$2-3K
5
SDR #2 (Setter)
Competition for Dylon. Tom oversees.
30 Days
$2K+comm
6
Closer
15% of closed revenue. Commission only.
60 Days
15% comm
7
Account Manager
Under Josh/Katie. 1% of managed accounts.
90 Days
$5K
8
Integrator
Replaces Tiffany. Six figures. Separate salary.
November
$8-10K
?
Finance — Ryan Evaluation
Is $7K/mo fractional CFO worth it? Or downgrade?
30 Days
$7K (current)

Payroll Impact

$90.7K
Current + Rev Share
+$28-34K
New Hires
$119-125K
Projected Total
$1.43-1.49M
Annual Payroll
At $295K/mo gross revenue (3-month avg), payroll + rev share is 40-42% of gross. Rev share adds ~$5,600/mo ($67K/yr) but aligns team incentives with growth. Industry benchmark: 40-50%.

🤖 AI / Tech (Priority 2)

  • Call review system — refine scoring with Rise playbooks
  • Roll call review to client sub-accounts
  • Source of truth dashboards — consolidate
  • Out of office feature (Viktor)
  • Website build automation → JC
  • Churn detection from call recordings
  • Brady sticker Facebook ninja hack
  • Role play system (sales + AMs + clients)
  • Move services BigDog → cloud
  • Cut AI costs — consolidate models

💰 Revenue / Offers (Priority 4)

  • Finalize Titan offer — rev share or higher retainer
  • Reprice 45 legacy clients to $2K floor
  • Media day offer — productize
  • Social media management offering
  • Client QBRs — quarterly reviews
  • Future roadmaps for upsell + retention
  • Book a call with Matt Foreman
  • In-person event planning

👥 Team / People (Priority 1 & 3)

  • Katie — 1% client book incentive
  • AMs — 1% managed accounts incentive
  • Quarterly bonus structure (5 metrics)
  • Training calendar — build out
  • Team communications improvement
  • Team health system
  • Hiring ninja hack
  • Tom — formalize as Sales leader

💵 Finance (Priority 5)

  • $200K cash on hand target
  • Proactive tax savings — quarterly estimates
  • Acquisition funds — set aside
  • Audit: $79K office supplies, $54K coaching
  • Evaluate Ryan vs new CPA firm
  • Profit First framework — implement?

Jacob & Tiffany — Personal Priorities

Ongoing
  • Dream life exercise — do togetherMap out ideal life, work backwards on business structure to support it.
  • "Perfect average day" exerciseWhat does an average Tuesday look like? Design around that.
  • Willing to sacrifice profit for quality of life (25% target)"I'd rather be at 25% profit and my kids know I'm there for them."
  • Make a schedule and STICK TO IT
  • PUT EVERYTHING ON THE CALENDARIf it's not on the calendar, it doesn't exist.
  • Get Tiffany's exit plan — what does she actually want?Re-retire her from ops. Integrator hire (Nov) makes this possible.
  • Pendulum, not balance — 100% work when working, 100% family when with family
  • Block days on calendar for kids, hobbies, fishing, trucks
Rise Online Advertising — Org Planner & 90-Day Roadmap — Updated July 2026
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