Opportunity + Lean Canvas

Situation, complication, question

• Situation: SMBs are buying execution-focused AI assistants.
• Complication: Work is cross-functional, fragmented, and coordination-heavy.
• Question: How do we run reliable, measurable, governed execution with humans in control?

Lean canvas snapshot

Customer segments

• Primary buyer: SMB owner/operator (10 to 200 employees)
• Secondary buyers: COO, Ops, RevOps, Finance, Support leads
• Early adopters: services/agencies, SMB SaaS, e-commerce, multi-location businesses

Top problems

1. Execution does not scale through hiring alone.
2. Generic AI tools do not understand company operating context.
3. Control plane gaps create risk and distrust.

UVP

Spin up and coordinate an AI staff in minutes through one hub that routes work, enforces controls, and delivers outcomes.

Revenue model

• Role bundle subscriptions
• Per-workspace collaboration tiers
• Usage-based tiers (runs/tasks/credits)
• Add-ons for governance and onboarding

Key metrics

• Activation: time to first completed workflow under 30 minutes
• Retention: weekly active teams by role
• Outcomes: completed workflows per week and auto-complete rates
• Trust: approval, reversal, and incident rates
• Economics: workflow gross margin, CAC payback, expansion by roles added

90-day validation plan

Six two-week sprints:

1. Desirability: interviews, demo, pilot waitlist.
2. Activation: concierge MVP completion on core workflows.
3. Trust: approvals and logs, measure action authorization rate.
4. Repeatability: templatize top workflows into role playbooks.
5. Viability: validate conversion and retention intent on paid bundle.
6. Scale: add one connector and one role workflow, track support load and unit cost.