Never-purchased people staged with first-touch, follow-up, objection, and close scripts.
Close the ARR gap.
Every agent must create a measurable path from signal to action to ARR.
Mosaic Mission Control
The business starts with the database, paid buyers, active subscribers, and the daily work queue.
Goal: 10,000 people
Warm leads to convert first
Purchase rate loading
Subscriber rate loading
To hit $600k run-rate
- warm · - partners
Sales / Marketing / Advertising Playbook
Source-of-truth Drive doc: 20 gross subs/week, 15 net subs/week, 100-125 partner DMs, 8-12 ads, 3 segmented email campaigns, Stripe cleanup, and weekly scoreboard.
Agent Force: Work Getting Done
These agents do not exist to look smart. They create lists, messages, campaigns, partner plays, and close paths you can work immediately.
One-time buyers get membership bridge messages and close asks based on purchase history.
Named profiles plus qualification slots with DM, follow-up, objection, and code-close paths.
Weekly creative tests for database growth, retargeting, and subscription conversion.
Klaviyo/Migma pushes for warm leads, buyers, recovery, winback, and urgency.
Internet research into Mosaic-voice blog briefs and drafts with source links and compliance guardrails.
Klaviyo-ready weekly email built from current mushroom research, stories, and Mosaic voice rules.
The 7am call-down list: pick the top row, stage the message, copy, send, move on.
Collected revenue x 12, not ARR
To reach $600k run-rate by Dec 31, 2026
Run-rate lift per week
Logged from subscribed/saved outcomes
Direct Recharge active subscription count
This Week's Growth Targets
Refresh live sources to calculate weekly targets.
Gross target loading
Required this week
Existing non-paid customers
Buyer, intent, save, call, winback
Qualify profiles first
Affiliate/code-ready
Creative tests
Do not scale without CAC proof
Weekly Execution Plan
Wife-visible weekly operating plan tied to source-backed goals and live revenue pace.
Gross wins/saves target pending
New MRR target pending
Run-rate lift pending
75-125 DMs · 20 replies · 8 calls · 5 partners live
500 sourced targets feed 200 qualified profiles. The goal is 60 active affiliate codes, not 60 names in a list.
$525/week starting spend
Scale only when CAC and subscriptions are attributed.
100-200 warm contacts
Existing buyers and engaged leads get worked before cold scale.
6-8 creative tests for founder story, routine reset, symptom-aware hooks, and UGC-style proof.
2-4 ads to site visitors, email clickers, social engagers, and quiz or call-intent audiences.
4-6 new angles each week. Kill losers fast, keep winners only when subscriber attribution shows up.
One-time buyers get a membership path with a clear next step.
Klaviyo clickers, openers, and quiz leads get direct conversion offers.
Recharge failed payments, cancelled subscribers, and HubSpot no-close calls get worked every week.
Weekly Partner Hit List
Use this tab to find real micro-influencer and practitioner partners, then log only verified profiles.
Peri-microdose women, functional mushrooms, MMA/CTE, veterans/PTSD/TBI, and functional medicine practitioners.
Sober-curious, postpartum moms, athlete focus/recovery, mycology/foraging, Substack, podcasts, and owned-audience creators.
US-shippable audience, real handle, specific recent action, engagement quality, owned audience, affiliate behavior.
Active means a live affiliate code exists. Cold, contacted, replied, and booked do not count toward the 60.
Click Open source on a row and find one real account matching the niche, region, and qualification bar.
Check audience fit, recent posts, engagement quality, partner conflict, and whether Mosaic can make them money.
Create or update the HubSpot partner record before sending. No logged profile means it is not qualified.
Agent sources hundreds of raw targets Sunday at 11pm PT or on daily sync when a research provider is connected.
Human sends 15-25 manual DMs/day until the weekly 75-125 send target is hit. No automated outbound DMs. Ever.
When they say yes, issue code, send agreement, ship box, and move status to active the same day.
Under 280 characters. Reference one specific recent action, not a bio or generic praise.
Always legal functional mushrooms. Microdosing-curious is the wedge, not the product claim.
Tier B: want me to send you a box? Tier A: want to chat partnership? Tier S: gift, no ask.
500 target slots
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Needs research provider: connect PARTNER_PROSPECTS_JSON or SERPAPI_API_KEY. No guessed handles, no fake profiles, no illegal sourcing claims, no automated outbound DMs. Functional mushrooms only.
Daily Revenue Desk
Daily Revenue Game Plan: Your 7am machine output, rebuilt as a revenue call-down list. Win what we have first, then scale cold demand.
Work failed payments and overdue HubSpot follow-ups before opening new partner tabs.
Email one-time buyers and warm Klaviyo profiles with a simple membership bridge.
Qualify real partner profiles, send DMs, and move replies into calls.
If the action is not logged, the machine cannot learn and the business cannot trust it.
Open Today. Start with Recharge failed payments and HubSpot tasks.
Send buyer and Klaviyo conversion messages. Do not write new copy from scratch.
Qualify partner profiles and send the first 10 DMs.
Handle replies, book calls, and update outcomes.
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Board readout
Mosaic needs a revenue operating system, not generic agent theater. Every number on this page must come from a named system of record or be clearly labeled as a goal, search task, or pending qualification.
Board risks to manage weekly
ARR, active subs, churn, failed payments
Orders, customers, buyer conversion pools
Profiles, intent, flow routing
Contacts, tasks, call recovery
Company Funnel: Warm Lead Goldmine
Klaviyo, HubSpot, Shopify, and Recharge joined by email where available.
No Shopify purchase or commercial source marker
Exact HubSpot stripe_legacy=Yes
HubSpot/Klaviyo approved, needs founder close
HubSpot/Klaviyo missed calls to rebook
Purchased once, membership bridge target
Repeat purchase, check subscriber status
Recharge active subscription count
Recover before churn
Winback / downshift queue
Read limits and truncation shown here
Never-purchased + buyer rows in Today/Funnels
Open profiles for never-purchased lead review and campaign routing.
Open customers for buyer and one-time purchase review.
Open contacts for sales follow-up context.
Send co-founder guidance and route responders into the simplest Mosaic starting path.
These are the hottest unpaid people. Push the 1:1 onboarding call first.
Rebook the missed call before they cool off. Keep the ask simple.
Personal restart message. They already trusted Mosaic once, so this is a reactivation close.
Bridge them into membership: product rhythm, 1:1 help, and less guessing.
Failed payments and cancels are immediate revenue protection. Work them before cold outreach.
Every database person with no Shopify paid purchase and no HubSpot/Klaviyo paid or commercial marker in the current sync.
Founder Email Sequences
Loading source-backed cohorts.
Recipients
Search, filter, stage, exclude, restore, and inspect the full cohort.
| Name | Cohort | Customer history | Greeting | Eligibility | Exclusion reason | Step | Last sent | Next scheduled | Reply | Call | Purchase/reactivation | Recovered MRR | Control | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Loading recipients. | ||||||||||||||
Preview + Approval
Staging never sends. Approval requires a separate confirmation.
Select Preview sequence on a campaign.
Revenue actions
Sorted by source-backed priority and urgency.