MARKETING PLAN · FY2027–FY2031

The demo is the product: market with the savings report

No category exists for a "procurement ledger" — we create one. The engine is a single asset: the buyer's own data, returned as an evidence-backed savings report.

SECTION 01PERSONAS

Three people say yes

ECONOMIC BUYER

VP Supply Chain / Owner

Pain: margin pressure, tariff whiplash, broker opacity.
Message: "7–10% landed-cost savings you can audit line by line — more on tariff-exposed SKUs."

DAILY USER

Purchasing manager

Pain: spec chaos, "is this the same item?", quote archaeology.
Message: "Every match explained, every number sourced."

VETO HOLDER

Controller / CFO

Pain: disputes, credit exposure, unauditable vendor claims.
Message: "An append-only ledger your auditors will love — and terms priced from real payment data."

SECTION 02THE FUNNEL

One motion, instrumented end to end

Savings-report funnel

TARGETS AT MATURITY (Y3)
flowchart TB
  TL["Named target list
ICP-scored accounts"] -->|outbound + events + referrals| OR["Qualified conversations"] OR -->|"data pull agreed · ~50%"| SR["Savings report delivered
(their data, our evidence)"] SR -->|"≥40%"| PI["Pilot · 30–60 days
2 product families"] PI -->|"≥70%"| PB["Paid buyer
take rate on sourced GMV"] PB -->|"expansion motion"| EX["Category expansion
+ terms attach"] EX -.->|"referrals & benchmark data"| TL
REPORT → PAID ≈ 28% COMPOUND · THE LOOP FEEDS ITS OWN TOP OF FUNNEL
SECTION 03CHANNELS BY PHASE

Channels earn their way in

Y1 · PROVE
Y2–Y3 · REPEAT
Y4–Y5 · SCALE
Outbound
Founder-ledNamed-account outreach; savings report as the ask. Warm intros via industry operators.
SDR-supportedList-driven sequences; report-first offer; referral engine formalized.
Channel-assistedGPO and 3PL partnerships source 30–40% of new logos.
Events
PresenceTargeted walk of NRA Show & IFDA — meetings, not booths.
SpeakingCategory-data talks; hosted buyer dinners in top metros.
Category ownerAnnual benchmark briefing becomes the industry reference event.
Content
Proof artifactsAnonymized savings-report teardowns; landed-cost explainers.
Data moat → content moatCategory benchmark reports from gold tables; SEO on spec/equivalency queries.
Intelligence productsBenchmarks graduate into the paid software & data line.
SECTION 04BUDGET & KPIS

Spend that reconciles to the P&L

Y1Y2Y3Y4Y5
Marketing program spend$150K$600K$1.4M$2.8M$5.0M
Savings reports delivered801804508001,300
Report → pilot conversion≥35%≥40%≥40%≥42%≥45%
Channel-sourced new logos0%5%15%30%40%

Program spend matches the marketing line in the financial plan exactly. Report volume reconciles to sales capacity: direct landings ÷ 28% report→paid ≈ 40–45 reports per ramped AE per year, with channel partners running their own reports from Y3. Y1’s 80 reports are founder-delivered — 40 per founder, hand-picked from the named-account list — landing 20 buyers at playbook rates.