🚨 CRITICAL UPDATE (15 Feb 2026)
Three staff have ALREADY LEFT Ven Agency:
- Ann Nguyen (Admin) — LEFT 11 Feb 2026
- Zoe Nguyen (Paid Ads) — LEFT 12 Feb 2026
- Loki Phan (Full-stack Dev) — LEFT 13 Feb 2026
Current Vietnam team: 6 staff remaining (down from 9). This plan reflects the updated team structure.
Executive Summary
STRATEGIC SHIFT: The directors have decided to close the Vietnam office in 2026 and transition to an AI-powered Melbourne team.
Current State
- Revenue: ~$926k/year
- Director salaries: $80k each ($240k total)
- Megan: $111.5k/year (unchanged in this plan)
- Vietnam team: $148k/year (6 staff remaining)
- Melbourne team: 3 directors + Megan
- Total senior costs: $499.5k/year
Target State (Month 12)
- Director salaries: $150k each ($450k total) — +$210k/year
- Megan: $111.5k/year (unchanged)
- Vietnam team: $0/year (office closed)
- Melbourne team: 3 directors + Megan + 2 new AI-focused hires
- Total senior costs: $756.5k/year
The Math
| Vietnam savings: | +$148k/year |
| Director salary increase: | -$210k/year |
| Gap to fund from revenue growth: | -$62k/year |
This means: The $150k director salaries are PARTIALLY FUNDED by Vietnam closure ($148k of the $210k needed). The plan REQUIRES ~$62k additional revenue growth to fund the full raise + $190k for 2 strategic Melbourne hires who will manage AI agents rather than do manual work.
Critical Success Factors
- ✅ Build AI agents that match Vietnam team output quality
- ✅ Grow revenue by $320k+ to fund raises + new hires
- ✅ Execute transition ethically and legally (contracts, notice, severance)
- ✅ Hire right Melbourne team (AI orchestrators, not task-doers)
1. Current Org Chart (with Transition Status)
Directors Layer
Andy Nguyen (Director/CEO) ├── Charlie (AI PA) — Operations, email, scheduling, project management ├── Vietnam Team (via Mike Do) — ⚠️ TRANSITION PLANNED └── Strategic oversight → EVOLVING TO: AI Infrastructure Architect Steve Nguyen (Director/Technical) ├── Tom (AI PA) — Client management, support, data maintenance ├── Development operations — ⚠️ VIETNAM DEPENDENCY └── Client technical delivery → EVOLVING TO: Client Strategy + AI Oversight James (Director/Sales) ├── Brian (AI PA) — Sales pipeline, lead nurturing, outreach └── New business development → UNCHANGED (core human function)
Management Layer
Mike Do (Vietnam Ops Lead) — $2,700/mo — ⚠️ Month-to-month, evaluate Jul 2026 ├── Team management ├── Project coordination └── Quality control → REPLACEMENT PLAN: Charlie + Tom agents (ops), new Melbourne AI Ops Manager (oversight) Megan Volo (Digital Marketing Manager, AU-based) — $111.5k/year — ✅ RETAINED ├── Sammy (AI PA) — Ad performance, reporting, creative ├── Paid ads strategy (Meta/Google) └── Client campaign management → EVOLUTION: From hands-on execution to AI-assisted strategy + oversight
Vietnam Team — Current Status (6 Staff Remaining)
✅ DEPARTED (Already Gone)
| Name | Role | Departure Date | Status |
|---|---|---|---|
| Ann Nguyen | Admin | 11 Feb 2026 | LEFT |
| Zoe Nguyen | Paid Ads | 12 Feb 2026 | LEFT |
| Loki Phan | Full-stack Dev | 13 Feb 2026 | LEFT |
CURRENT TEAM (6 Staff)
Development
| Name | Role | Salary | Contract | Replacement Plan |
|---|---|---|---|---|
| Hank Nguyen | Sr PHP Dev | $3,000/mo | Month-to-month | Codex-powered dev agents + Melbourne contractor |
| Isaac Ngo | Sr Frontend | $2,400/mo | Ends Jun 2026 | Codex dev agents + Figma-to-code automation |
Marketing
| Name | Role | Salary | Contract | Replacement Plan |
|---|---|---|---|---|
| Duc Nguyen-Dinh | Paid Ads (probation) | $1,620/mo | Probation ends Apr 2026 | Sammy agent (EARLY EXIT CANDIDATE) |
| Paul Nguyen | Jr SEO | $930/mo | Ends May 2026 | SEO execution agents (EARLIEST EXIT CANDIDATE) |
Design
| Name | Role | Salary | Contract | Replacement Plan |
|---|---|---|---|---|
| Lucia Nguyen | UX/UI | $1,200/mo | Ends Dec 2026 | Figma API + AI design tools + Melbourne review |
Operations
| Name | Role | Salary | Contract | Replacement Plan |
|---|---|---|---|---|
| Mike Do | Vietnam Ops Lead | $2,700/mo | Month-to-month | Charlie + Tom agents + AI Ops Manager |
Current Vietnam Team Cost
| Development: | $5,400/mo ($64,800/year) |
| Marketing: | $2,550/mo ($30,600/year) |
| Design: | $1,200/mo ($14,400/year) |
| Operations: | $2,700/mo ($32,400/year) |
| Overhead: | $500/mo ($6,000/year) |
| TOTAL: | $12,350/mo = $148,200/year |
Planned Melbourne Hires (Month 4-8)
| Role | Start Month | Salary | Responsibilities |
|---|---|---|---|
| Senior Account Manager | Month 4 | $95k/year | Client retention + upsells, manages Account Mgmt Agent outputs, high-touch relationships (top 10 clients) |
| AI Operations Manager | Month 6-8 | $95k/year | Manages agent fleet (training, QA, monitoring), agent performance optimisation, client delivery quality assurance |
New Org Structure (Month 12)
- Human team: 3 directors + Megan + 2 Melbourne hires = 6 people
- AI agents: 13+ agents doing execution work
- Ratio: 1 human : 2+ agents (vs current 10 humans : 5 agents)
2. Vietnam Transition Plan
Philosophy
Ethical Foundations
- Transparency with team: Vietnam team will be informed of the strategic shift (timing TBD by directors)
- Contract respect: All contract end dates will be honoured, no early terminations
- Training participation: Vietnam team invited to help train AI replacements (paid, valued work)
- Reference + severance: All departing staff receive strong references and fair severance (where applicable)
- Selective retention option: If 1-2 individuals prove irreplaceable, remote retention possible
Business Rationale
- Not purely cost-cutting (savings redirect to director comp + Melbourne team)
- Strategic move to AI-first service delivery model
- Improves scalability (agents don't have capacity limits)
- Reduces delivery dependency on timezone/individual availability
Three-Phase Timeline
Phase 1: Build & Parallel Run (Now → Month 6)
Objective: Build AI agents that can match Vietnam team output, validate quality through parallel execution.
| Month | Agent Build | Vietnam Team Role | Revenue Impact |
|---|---|---|---|
| 1-2 | Finance Agent, Account Mgmt Agent | Mike documents SOPs, reviews agent output | +$50k (upsells identified) |
| 2-3 | Client Onboarding Agent | Mike documents SOPs, reviews agent output | $0 (no change) |
| 3-4 | SEO Execution Agent | Paul trains agent, runs parallel audits | +$20k (content upsells) |
| 4-5 | Enhanced Sammy (Ads Agent) | Duc trains, reviews campaign setups | +$30k (ad revenue growth) |
| 5-6 | Content Production Agent | Vietnam team reviews AI-generated content | +$40k (new content packages) |
Vietnam Team Status
- ✅ Ann: Departed 11 Feb 2026, Finance Agent operational
- ✅ Loki: Departed 13 Feb 2026, Codex agent + Hank covering
- ✅ Zoe: Departed 12 Feb 2026, Sammy agent + Megan covering
- 🟡 Paul: Contract ends May 2026 — DO NOT RENEW (SEO Agent ready by Month 4)
- 🟡 Duc: Probation ends Apr 2026 — EVALUATE (may exit early if Sammy fully capable)
- 🟢 Hank, Isaac, Lucia: Fully engaged, training agents, no changes yet
Key Milestone (Month 6): Directors review agent quality vs human output. Decision: Proceed to Phase 2 or pause?
Phase 1 Costs
| Agent builds: | $25k (Finance, Account Mgmt, Onboarding, SEO, Ads, Content) |
| Vietnam team: | $74k ($148k × 6/12 = full team running) |
| Total Phase 1: | $99k |
Phase 1 Revenue Impact: +$140k (from agent-driven upsells)
Phase 2: Gradual Transition (Month 6 → Month 9)
Objective: AI handles primary workload, Vietnam team provides QA only. Continue natural attrition.
| Month | Agent Capability | Vietnam Team Changes | Revenue Impact |
|---|---|---|---|
| 6 | Dev Agent (Codex) goes live | Isaac's contract ends Jun 2026 — DO NOT RENEW | $0 (maintain quality) |
| 7 | QA/Testing Agent operational | Hank reviews AI code output, reduces hands-on dev | +$15k (fewer bugs = better retention) |
| 7 | Design Agent (Figma + AI tools) | Lucia focuses on brand/UX strategy only (reduced hours?) | $0 |
| 7-8 | Evaluate Hank + Lucia continuation | DECISION POINT: Keep remotely or full exit? | — |
Critical Decision (Month 7)
Option A: Close Vietnam Office (Recommended)
- Paul's contract ends May 2026 → DO NOT RENEW (already planned)
- Isaac's contract ends Jun 2026 → DO NOT RENEW
- Evaluate Duc after probation (Apr) → likely exit
- Hank + Lucia retained remotely until Month 9-12 (complex work only)
- Mike: Evaluate in Month 7-8 (transition ops to Charlie/Tom + AI Ops Mgr)
- Savings start: $2,400 (Isaac) + $930 (Paul) + possibly $1,620 (Duc) = ~$5k/mo
Option B: Retain Skeleton Crew
- Retain Mike (ops lead, 3 months) + Hank (complex dev, 6 months)
- Total: $5,700/mo vs current $9,650/mo → saves ~$4k/mo
- Risk: Delays full transition, team morale issues
Recommended: Option A. Continue natural attrition, retain Hank + Lucia remotely as contractors (hourly, as-needed).
Phase 2 Costs
| Agent builds: | $18k (Dev, QA, Design, Project Mgmt) |
| Vietnam team (Month 6-7): | $24.7k ($148k × 2/12) |
| Vietnam team (Month 8-9, remote contractors): | $12k (~$6k/mo × 2 = Hank + Lucia + Mike transition) |
| Melbourne hire (Sr Account Mgr from Month 4): | $47.5k ($95k × 6/12) |
| Total Phase 2: | $102.2k |
Phase 2 Revenue Impact: +$80k (upsells + retention)
Phase 3: Melbourne Focus (Month 9 → Month 12)
Objective: Vietnam office closed, Melbourne team + AI agents handle all delivery.
| Month | Change | Impact |
|---|---|---|
| 9 | Mike contract ends (or transitions fully to remote consultant) | Ops fully on Charlie/Tom + AI Ops Mgr |
| 9 | Hire AI Operations Manager (Melbourne) | Agent fleet management, QA oversight |
| 10-12 | Lucia contract ends Dec 2026 — DO NOT RENEW | Design fully on AI tools + Melbourne review |
| 10-12 | Hank optional extension if complex builds needed | Dev increasingly on Codex agents |
| 12 | Vietnam office fully closed | Full $148k/year savings achieved |
New Delivery Model (Month 12)
Client request arrives ↓ Account Manager (human) scopes work ↓ AI Ops Manager (human) assigns to agents ↓ Agents execute (dev/ads/SEO/content/design) ↓ AI Ops Manager QA's output ↓ Account Manager delivers to client
Human involvement: Scoping, QA, client communication
AI handles: Execution, reporting, documentation
Phase 3 Costs
| Vietnam team (Hank/Lucia/Mike remote, Month 9-11): | $15k (~$5k/mo × 3) |
| Melbourne hire (AI Ops Manager from Month 8): | $39.6k ($95k × 5/12) |
| Agent operating costs: | $3.9k/year (all agents) |
| Total Phase 3: | $58.5k |
Phase 3 Revenue Impact: +$100k (new AI service revenue, full agent capacity)
3. Revenue Analysis
Current Revenue Breakdown
Verified Monthly Recurring (Xero): $52,037/mo = $624k/year
| Client | Monthly | Annual | % of MRR | Risk |
|---|---|---|---|---|
| MyRacehorse | $15,620/mo | $187k | 30% | CRITICAL |
| Hungry Minds | $10,365/mo | $124k | 20% | CRITICAL |
| HKA (Häcker) | $8,469/mo | $102k | 16% | HIGH |
| AES | $6,751/mo | $81k | 13% | HIGH |
| By Katia | $5,554/mo | $67k | 11% | MEDIUM |
| Others (4 clients) | $5,278/mo | $63k | 10% | LOW |
Quarterly/Annual Clients (annualised): ~$302k/year
Estimated Total Annual Revenue: ~$926k/year
⚠️ Transition Risk Assessment
- High dependency on Vietnam team: MyRacehorse (Hank dev), Hungry Minds (Duc/Sammy ads)
- Zero churn tolerance: Top 5 clients = 90% of MRR. Losing ANY = catastrophic.
- Mitigation: Account Mgmt Agent + Melbourne Sr Account Manager (Month 4) own top 10 relationships.
Revenue Growth Plan (Transition-Enabled)
| Phase | Growth Driver | Revenue Impact |
|---|---|---|
| Month 1-6 (Phase 1) |
Agent-driven upsells: $90k Content packages: $50k |
+$140k |
| Month 6-9 (Phase 2) |
Improved retention: $50k Ad spend growth: $30k |
+$80k |
| Month 9-12 (Phase 3) |
AI Transformation Service launch: $60k New client acquisition: $40k |
+$100k |
| Year 1 Total Revenue | $1.246M (+$320k, +35%) | |
Year 2 Target (Full AI Model): $1.5M (+$254k additional, +20%)
4. Revised Financial Model
Current State (Baseline)
| Category | Annual Cost | % of Revenue ($926k) |
|---|---|---|
| Director salaries | $240,000 | 26% |
| Megan Volo | $111,500 | 12% |
| Vietnam team | $148,000 | 16% |
| AI infrastructure | $2,500 | <1% |
| People subtotal | $502,000 | 54% |
| Office, tools, overheads | $80,000 | 9% |
| TOTAL COSTS | $582,000 | 63% |
| Gross profit | $344,000 | 37% |
Target State (Month 12, Post-Transition)
| Category | Annual Cost | % of Revenue ($1.246M) |
|---|---|---|
| Director salaries (NEW) | $450,000 | 36% |
| Megan Volo | $111,500 | 9% |
| Vietnam team | $0 | 0% |
| Melbourne hires (2) | $190,000 | 15% |
| AI infrastructure | $10,000 | <1% |
| Agent operating costs | $3,900 | <1% |
| Agent build (amortised) | $18,000 | 1% |
| People subtotal | $783,400 | 63% |
| Office, tools, overheads | $90,000 | 7% |
| TOTAL COSTS | $873,400 | 70% |
| Gross profit | $372,600 | 30% |
The Math
| Vietnam savings: | +$148k |
| Director raise cost: | -$210k |
| Gap from transition: | -$62k |
| Melbourne hires: | -$190k |
| Agent costs: | -$32k |
| Total funding needed: | -$284k |
| Revenue growth planned: | +$320k |
| Net surplus: | +$36k |
⚠️ Critical Insight
This plan REQUIRES revenue growth of $284k to break even. The planned $320k growth provides only $36k margin. Any revenue miss = directors don't get full $150k.
5. The $150k Path
Milestones: $80k → $150k Per Director
Month 1 (Feb 2026): Commitment
- ✅ Approve transition plan + $55k agent build budget
- ✅ Build Finance Agent (replacing departed Ann)
- ✅ Build Account Mgmt Agent (highest ROI)
- ✅ Confirm revenue growth targets
Director salary: $80k (no change yet)
Vietnam team status: 6 staff operational (Ann, Loki, Zoe already departed)
Month 2-3 (Mar-Apr 2026): Foundation
- ✅ Finance Agent goes live
- ✅ Account Mgmt Agent identifies first upsell opportunities
- ✅ Build Client Onboarding Agent
- ✅ Build SEO Execution Agent (Paul's replacement)
- ✅ Duc probation decision (Apr) — likely exit if Sammy ready
Director salary: $80k (no change)
Vietnam team status: 6 staff (may drop to 5 if Duc exits Apr)
Month 4 (May 2026): First Hires + First Exits
- ✅ Hire Sr Account Manager (Melbourne, $95k)
- ✅ Paul's contract ends May 2026 → DO NOT RENEW (SEO Agent ready)
- ✅ Launch content upsell packages (5 clients signed)
- ✅ Revenue checkpoint: On track for +$140k Phase 1 growth?
Director salary: $100k (+$20k) — early raise IF revenue targets hit
Vietnam team status: 5 staff (Paul gone, possibly Duc gone)
Savings: $930/mo (Paul) + possibly $1,620/mo (Duc) = ~$2.5k/mo
Month 5-6 (Jun-Jul 2026): Parallel Run Validation
- ✅ Build Content Production Agent
- ✅ Build Enhanced Sammy (Ads Agent)
- ✅ Isaac's contract ends Jun → DO NOT RENEW (Codex agent + Hank covers)
- ✅ CRITICAL DECISION POINT (Month 6): Agent quality review
- ✅ If quality matches humans → Proceed to Phase 2
- ⚠️ If quality gaps exist → Delay transition, extend contracts
Director salary: $100k (no change)
Vietnam team status: 4 staff (Isaac gone)
Savings: +$2,400/mo (Isaac) = ~$5k/mo total
Month 7 (Jul-Aug 2026): Phase 2 Acceleration
- ✅ Build Dev Agent (Codex-powered, Hank reviews)
- ✅ Build QA/Testing Agent
- ✅ Mike decision: Transition to remote consultant or exit
- ✅ Revenue checkpoint: Phase 2 on track (+$80k)?
Director salary: $120k (+$20k) — IF revenue on track
Vietnam team status: 3-4 staff (Mike possibly transitioning out, Hank + Lucia + possibly Duc)
Savings: ~$6-8k/mo run rate
Month 8 (Aug 2026): Melbourne Team Complete
- ✅ Hire AI Operations Manager (Melbourne, $95k)
- ✅ Build Design Agent (Figma + AI tools)
- ✅ Launch AI Transformation Service (3 pilot clients)
- ✅ Hank + Lucia transition to remote contractors (hourly, as-needed)
Director salary: $120k (no change)
Team: 3 directors + Megan + 2 Melbourne hires + 2-3 Vietnam remote contractors
Month 9-11 (Sep-Nov 2026): Full AI Delivery Model
- ✅ Build Project Management Agent
- ✅ Scale AI service to 8 clients
- ✅ Mike fully transitioned out (if not already)
- ✅ Hank contract evaluation — extend if complex builds needed
Director salary: $120k (no change)
Team: 3 directors + Megan + 2 Melbourne hires + 1-2 Vietnam remote contractors (Lucia + possibly Hank)
Month 12 (Dec 2026): Target Achieved
- ✅ Lucia's contract ends Dec 2026 → DO NOT RENEW
- ✅ Vietnam fully closed, $148k/year savings locked in
- ✅ All 8+ agents operational
- ✅ Revenue target hit: $1.246M (+$320k)
Director salary: $150k (+$30k) — 🎉 TARGET ACHIEVED (IF revenue targets met)
Team: 3 directors + Megan + 2 Melbourne hires + 13 AI agents
Savings: Full $148k/year (vs $148k Vietnam baseline)
6. Agent Roadmap
Priority 1: Vietnam Replacement Agents
| Agent | Build Month | Replaces | Build Cost | Operating Cost/Year |
|---|---|---|---|---|
| Finance/Bookkeeping Agent | Month 1 | Ann Nguyen (Admin, $1,920/mo) — DEPARTED 11 Feb | $6k | $300 |
| SEO Execution Agent | Month 3 | Paul Nguyen (Jr SEO, $930/mo) | $5k | $400 |
| Enhanced Sammy — Ads Agent | Month 5 | Zoe Nguyen ($2,160/mo) — DEPARTED 12 Feb + Duc ($1,620/mo) | $7k | $1,200 |
| Dev Agent — Codex-Powered | Month 7 | Loki Phan ($1,630/mo) — DEPARTED 13 Feb + Hank ($3,000/mo) + Isaac ($2,400/mo) | $12k | $800 |
| Design Agent — Figma + AI | Month 9 | Lucia Nguyen (UX/UI, $1,200/mo) | $8k | $600 |
Priority 2: Revenue-Enabling Agents
| Agent | Build Month | Purpose | Build Cost | Revenue Impact |
|---|---|---|---|---|
| Account Management Agent | Month 1 | Client health scoring, churn risk detection, upsell opportunities | $8k | +$225k/year |
| Content Production Agent | Month 5 | Blog posts, social media, eDM templates — NEW service offering | $7k | +$74k/year |
Total Agent Investment
| Total build cost: | $72k |
| Total operating cost/year: | $5.9k |
| Year 1 ROI: | 155% ($198.5k benefit vs $77.9k cost) |
| Year 2+ ROI: | 2,407% ($148k/year savings + revenue improvements) |
7. Growth Scenarios
Scenario 1: Conservative (Minimum Viable)
Strategy: Execute transition, minimal revenue growth, directors stay at lower salaries.
Revenue
- Current: $926k
- Agent-driven upsells: $80k (conservative)
- Churn reduction: $45k
- Total: $1.051M (+13.5%)
Costs
- Directors: $360k ($120k each — partial raise only)
- Total costs: $938.1k
Gross profit: $112.9k (11% margin)
Verdict: ⚠️ Directors get $120k (not $150k), but plan is self-funding. Conservative path if revenue growth is uncertain.
Scenario 2: Moderate (RECOMMENDED)
Strategy: Execute transition + focused revenue growth + AI service launch.
Revenue
- Current: $926k
- Content packages: +$72k
- AI service: +$96k
- New clients: +$48k
- Agent-driven upsells: +$50k
- Churn reduction: +$90k
- Total: $1.282M (+38%)
Costs
- Directors: $450k ($150k each)
- Total costs: $1.033.1k
Gross profit: $248.9k (19% margin)
Verdict: ✅ RECOMMENDED. Achieves $150k with healthy margin, realistic revenue targets, balanced risk.
Scenario 3: Aggressive
Strategy: Execute transition + scale AI service + significant client acquisition.
Revenue
- Current: $926k
- AI service (scaled): +$270k
- Content packages: +$90k
- New clients: +$140k
- Existing client growth: +$100k
- Total: $1.526M (+65%)
Costs
- Directors: $450k
- Melbourne hires: $300k (3 staff)
- Total costs: $1.180.2k
Gross profit: $345.8k (23% margin)
Verdict: ✅ HIGH REWARD, HIGH RISK. Requires successful AI product launch + strong sales execution. Only pursue if Moderate scenario succeeds in Q1-Q2.
8. Critical Risks
Transition-Specific Risks
| Risk | Impact | Probability | Mitigation |
|---|---|---|---|
| Agent quality doesn't match Vietnam team | CRITICAL | MEDIUM | Phase 1 parallel run mandatory, delay transition if gaps exist |
| Client discovers transition mid-execution, loses confidence | HIGH | LOW | Proactive comms strategy, emphasise quality commitment |
| Vietnam team morale collapses, key person quits early | MEDIUM | LOW | Transparent comms, training incentives, retention bonuses for Hank |
| Melbourne hires underperform (can't manage AI agents) | HIGH | MEDIUM | Rigorous hiring (AI literacy tests), 3-month probation, clear KPIs |
| Revenue growth targets missed | CRITICAL | MEDIUM | Conservative scenario still viable ($120k director salaries) |
Client Retention Risks
| Risk | Impact | Probability | Mitigation |
|---|---|---|---|
| MyRacehorse churns ($187k/year) | CATASTROPHIC | LOW | Andy/Steve personal exec relationship, quarterly check-ins, Account Mgmt Agent monitoring |
| Hungry Minds churns ($124k/year) | CATASTROPHIC | LOW | Same as above |
| Quality drops during transition → widespread churn | CATASTROPHIC | LOW | Phase 1 parallel run, human QA mandatory Phase 2-3, AI Ops Mgr oversight |
9. Next Steps (30-Day Action Plan)
Week 1 (Now)
- ☐ Directors align on transition decision (meeting required)
- ☐ Approve $72k agent build budget
- ☐ Hire Vietnam employment lawyer ($2k, contract review)
- ☐ Recruit Finance Agent developer (internal or contractor) — Ann already departed, agent may already be built
Week 2
- ☐ Verify Finance Agent status (likely already operational)
- ☐ Build Account Mgmt Agent (highest ROI, due Month 1)
- ☐ Draft Vietnam team communication plan (who tells whom, when, how)
Week 3
- ☐ Account Mgmt Agent testing (ClickUp, client health scoring)
- ☐ Start recruiting Sr Account Manager (Melbourne, target start Month 4)
- ☐ Review Ann/Loki/Zoe transitions (document lessons learned)
Week 4
- ☐ Account Mgmt Agent goes live (start identifying upsell opportunities)
- ☐ Legal review complete (Vietnam contracts, severance obligations confirmed)
- ☐ Build Client Onboarding Agent (start Month 2)
- ☐ Month 1 checkpoint: Evaluate progress, commit to Phase 2?