A 1-page document showing Ollie's estimated current CAC + projected organic CAC at month 6, 12, 18, with the 18-month cumulative saving in EUR. Plus 5 fully-SEO-optimised case-study blog posts written from 5 of his existing 47 transformations. Ready to publish. He sees the production process before signing anything.
Optional paid wedge: GBP 750/month x 3 months parallel-test pilot on 5 keywords, side-by-side CAC dashboard at month 3. Converts to full retainer if results land.
full-audit-v2.md section 7 + platform-footprint-research.md section 5. Conservative midpoints. 2-3 hours of build.| Asset | Live URL | Status | Audience |
|---|---|---|---|
| Master deck v1 (Friday driver) | master-deck-v1.html (source) | Local v1 | To deploy: ollie-pearce-deck.pages.dev |
| This Strat hub | ollie-pearce-strat.pages.dev | Live v1 | Internal only |
| Ofab strat hub | ofab-strat.pages.dev | Building | Internal only |
| CAC analysis 1-pager (the wedge) | ollie-cac-analysis.pages.dev | Day 1-2 post-Friday | Forward-safe to Harvinder |
| 5 free SEO blog posts (the wedge) | ollie-blog-launch.pages.dev | Day 8-14 post-Friday | Forward-safe to Harvinder |
| Founder-credibility pitch deck | ollie-founder-deck.pages.dev | Optional, if wedge accepted | Forward-safe |
| Constellation orb hub | ollie-pearce-orb.pages.dev | Optional Phase 2 | Forward-safe |
| Interactive Forecast (12-month CAC-down forecast, Payback Month 11 lock) | ollie-pearce-forecast.pages.dev | Live | Forward-safe to Harvinder |
| Element Edit Demo (click site elements, bot offers vibe-verb rewrites, 61 hotspots) | ollie-pearce-edit-demo.pages.dev | Live | Forward-safe to Harvinder |
| ICP Explorer (7 men's-dating archetypes, Liam-landmine flagged) | ollie-pearce-icp.pages.dev | Live | Forward-safe to Harvinder |
| OO Workspace Dashboard (post-login client view) | oo-workspace.pages.dev/?lead=ollie-pearce | Live | Forward-safe |
| OO Empire Architecture (visual flywheel: services + partners + data layer) | oo-empire.pages.dev/?lead=ollie-pearce | Live | Forward-safe |
| Doc | GitHub URL | Status |
|---|---|---|
| Full Ollie Pearce folder | /ollie-pearce/ | Active |
| Wave C synthesis (this is the source-of-truth) | WAVE-C-SYNTHESIS.md | Done 2026-05-08 |
| Tomas call lead brief | tomas-call-lead-brief.md | Done |
| Master deck v1 (10 vertical-scroll slides) | master-deck-v1.html | Done |
| Quick audit v1 | audit-v1.md | Done |
| Full audit v2 (4,836 words) | full-audit-v2.md | Done |
| AI deep audit (200-cell matrix, 8 query clusters) | ai-audit-deep-v1.md | Done |
| Competitor mega-table (21 IE+UK, 15 cols) | competitors-ie-uk-v2-mega.md | Done |
| Personas v1 (7 archetypes) | personas-v1.md | Done |
| Market dive v1 (UK + IE + EU) | market-dive-v1.md | Done |
| Founder credibility deep dive (5 press + 5 podcast pitches) | founder-credibility-deep-dive.md | Done |
| Business family map (Harvinder channel maths) | business-family-map.md | Done |
| Platform footprint research | platform-footprint-research.md | Done |
| OOB ideas catalogue (100 ideas) | oob-ideas-catalogue.md | Done |
| OOB ideas v2 supplement (25 + 5 wedges) | oob-ideas-v2-supplement.md | Done |
| Style guide (palette, fonts, voice) | STYLE-GUIDE.md | Done |
| Donal | Lead. Owns the Ollie portion of the agenda (10-min block in 12-22 min window). |
| Tomas | Optional. May join for the Ofab portion. Listens-only on Ollie unless Donal hands a slide. |
| John | Relationship-layer presence. Backs Donal. Surfaces Harvinder-specific context. |
| Harvinder Bhogal | The decision-maker for the relationship. 10-year client of Ollie. Routes the yes / no on Ollie scope. Holds the channel. |
| James | Co-decides on Ofab only. NOT involved in Ollie scope. Stay out of Ollie conversation. |
| Ollie Pearce | NOT on the call. The buyer of the service. Hears about the wedges via Harvinder after Friday. |
This is the gateway interview, not a 1-deal close. Harvinder is sizing OO across 3 dimensions simultaneously:
If we sell hard on Ollie, we lose the channel. If we deliver thoughtfully on Ollie, we earn the channel. The wedge offer is calibrated to signal "we are easy to work with" not "we are aggressive closers".
WAVE-C-SYNTHESIS.md. If the answer is "all 47", wedge 2 ships in 14 days. If "we never asked", we add a 30-60 day consent-first phase 1 and the timeline shifts. This single question reframes the entire content delivery plan.For each of the 10 discovery questions: what to listen for, what should set off alarm bells, and the immediate next move on signal. Collapsed by default.
| Good answer | "Around 5-7k Ads, my fee is 15-20%." Confirms our estimate, CAC math holds, EUR 3k tier easy. |
| Concerning | "Honestly varies a lot" or "I don't break it out separately." Means no real CAC dashboard exists. Wedge 1 (CAC analysis) becomes an even bigger gift. |
| Next move on signal | If high (8k+): lead Monday-Ollie call with the urgency frame. If low (under 3k): drop to EUR 1.5k tier for sole-trader fit. If unknown: include "GA4 + GTM data layer audit" in scope item 1. |
| Good answer | "GBP 1500-3000 LTV, around 2-3% from Ads click to consultation booking." Healthy economics, EUR 3k tier is <1% of revenue. |
| Concerning | "We don't track LTV" or LTV under GBP 800. Either way, EUR 1.5k tier is the safer pitch. |
| Next move on signal | High LTV: anchor confidently at EUR 3k + founder-authority deck. Low/unknown LTV: standard tier + paid-pilot de-risker. |
| Good answer | "Most of them signed model releases at the time" or "I always get consent." Wedge 2 ships in 14 days. |
| Concerning | "I think so" or "I'd have to check" or "consent for what exactly?" Means consent is uncertain. 30-60 day consent-first phase needed. |
| Next move on signal | Confirmed: deploy wedge 2 fast. Uncertain: default wedge 2 to 5 generic-pillar posts (same template, different angle). Frame as "we'll start production assuming consent on the 5 you nominate". |
| Good answer | Specific channel claims with numbers. "Ads bring 80% of leads, social does nothing for sales but builds trust, email is dead because Ollie won't write." |
| Concerning | "Everything is fine" (defensive) or "Nothing is working" (despair, hard to sell to). |
| Next move on signal | If defensive: probe softer with "if you could fix one thing first, what would it be?" If despair: lead with quick-win calendar (CAC dashboard + 5 blog posts in week 1-2). |
| Good answer | "He just doesn't have time for it" or "he hates writing." Direct. We own production end-to-end. |
| Concerning | "Tried it, didn't get traffic" (we have to re-prove the channel) or "doesn't trust agencies after a bad experience" (rebuttal needed). |
| Next move on signal | Bandwidth/dislike: standard "we own 100%, he approves only" frame. Past failure: surface our anti-pattern explicitly ("not generic content, transformation-grounded case studies"). Voice mistrust: ghost-write 1 post free in HIS exact voice as additional wedge. |
| Good answer | Names 2-3 specific clients with brief description. Reveals network shape + which referrals are most plausible. |
| Concerning | "They're all very different" (deflecting the channel question) or vague "a few coaches and consultants". |
| Next move on signal | Specific names: capture verbatim. Reference 1 in post-Friday recap as "we'd love to think about [name] too once we see Ollie ship". Vague: respect the boundary, do not press. |
| Good answer | "Probably 1.5-3k a month range." Aligned, easy close. |
| Concerning | "Under 1k" (mismatch) or refuses to share ("you tell me a number") or "I'm just exploring". |
| Next move on signal | Aligned: lock the tier. Mismatch: re-anchor on Hayley Quinn's GBP 5-7k authority spend + offer Phase 1-only EUR 1k tier (smaller scope, same economics). Refuses: do not press, walk the CAC math harder. |
| Good answer | Specific event: "summer is slow, want to be ranking by autumn" / "Ads costs are up 20% this quarter" / "Ollie wants to focus on London-only premium tier". |
| Concerning | "No real urgency" (kills momentum) or "yesterday" (panic, churn risk from previous agency). |
| Next move on signal | Specific event: anchor Monday Ollie-call on the date. No urgency: insert artificial urgency frame ("the integrated-stack moat has a 6-12 month window before competitors notice"). Panic: ship CAC analysis same week. |
| Good answer | "Yes, he's worked with several gay clients and is comfortable with the niche." Persona ships safely. |
| Concerning | "Never come up" or "Ollie's heterosexual, doesn't really apply." Skip the persona entirely. |
| Next move on signal | Confirmed safe: include in 90-day plan as Tier 2 pillar. Not safe: explicitly remove from persona doc, replace with another underserved persona slot (e.g. recently-divorced fathers 35-50). |
| Good answer | "If Ollie sees real CAC reduction at 90 days, I'd happily intro 2-3 others." Channel is alive. |
| Concerning | "Let's see how Ollie goes first" (cautious but channel intact) or "I keep my client roster pretty separate" (channel may be closed). |
| Next move on signal | Open channel: lock specific success metrics in close deck (CAC drop %, organic traffic %, content publication count). Cautious: deliver Ollie 110% to earn the channel. Closed: treat Ollie as a 1-deal play, not a network play. Adjust wedge investment downward if channel is closed. |
Each slide gets an opener (what Donal says first, in blockquote), a transition out, and a time budget. Total target for the Ollie portion: 10 minutes inside the wider Friday call.
"Harvinder, the Ollie story in one sentence: today every match-intent search is a paid click for him. We're going to make 50 percent of those clicks free within 12 months. CAC drops 35-50 percent. The retainer pays for itself before month four. By month 18 the cumulative saving is EUR 30-60k. That's the whole thesis. Everything we built this week is supporting evidence."
Transition: "Let me show you why we're confident in those numbers."
"Across 21 direct + adjacent UK competitors, Ollie is the ONLY one with photo plus styling plus coaching as one engagement. Tristan Eksten has photo plus coaching but no styling. Hayley Quinn coaches only. Hey Saturday photographs only. The moat is structural. The credentials cannot be replicated quickly. Google just doesn't know yet because no single page on his site says it."
Transition: "And there's a wide-open AI gap on top of that."
"We ran 200 query cells across ChatGPT, Perplexity, Google AI Overviews, and Claude. On Hinge, Bumble, and Raya prompts specifically, AI engines cited content in 8 out of 32 cells. The rest is generic articles. NO expert competes meaningfully on this. Hayley Quinn dominates Tinder, but the newer-app territory is unclaimed. Three weeks of pillar pages on Hinge plus Bumble plus Raya prompts could capture significant citation share inside 90 days."
Transition: "Now, the asset-already-exists angle."
"Ollie has 47 documented before-and-after transformations sitting as photos. Each one is a 600-word case study he hasn't written. That alone is 47 indexable, AI-citable proof points. We turn 12 of them into posts in the first 90 days. He doesn't need to write. He approves. The hardest part of content - the actual transformation - is already done."
Transition: "The featured-in section is the highest-leverage fix."
"His homepage has an 'AS FEATURED IN' section with no outlets named. For a 10-year-old coach with hundreds of clients, that's either a real authoritativeness gap or a site-update gap. Either way, week 1 fix. If placements exist, surface them. If not, we ship 5 outlet pitches - Modern Wisdom, Diary of a CEO, Esquire UK, GQ UK, Mr Porter Journal. We've drafted them already."
Transition: "Let me show you the wedges."
"Two free outputs before any retainer signs. One: a CAC analysis 1-pager with the conservative-midpoint maths and the 18-month saving in EUR. 48 hours. Two: 5 fully SEO-optimised case-study posts written from 5 of his 47 transformations. Ready to publish, schema and all. 14 days. He sees the production process before committing. Either way, his to keep. Optionally: GBP 750 a month for 3 months on 5 keywords parallel-tested with his Ads. Real CAC numbers in his analytics dashboard at month 3."
Transition: "Now the price."
"EUR 1.5k or EUR 3k a month, 12-month minimum. The standard tier is full audit, schema, 2 pillars and 2 case studies a month, FAQ, on-page, tracking, quarterly review. The recommended tier adds press, podcast pitch package, lead magnet, email nurture, micro-product, senior strategist. For context: Ollie is already spending EUR 6.5-10k a month between Ads and your management fee. We're replacing 30-40 percent of that within 18 months, not adding to it."
Transition: "[Pause for reaction. Do not fill silence.]"
"Quick thing on Ofab and Ollie - we're not bundling. Different businesses, different scopes, different decisions. Ofab is the strategic priority on this call. Ollie is a separate Monday conversation with you and Ollie directly if you give the green light. We bundle freebies, not retainers. That preserves the price point on both."
Transition: "And the meta-frame, briefly."
"And honestly, Harvinder - this isn't really an Ollie deal. You have other ecom clients. If Ollie ships well in 90 days, the case study becomes the entry pitch for the rest. We see that. We're investing the wedges and the depth of the audit on Ollie because the relationship with you matters more than any single retainer. We deliver Ollie carefully because everything else flows from how this one goes."
Transition: "So, Monday call for Ollie?"
"What we'd like to do is schedule a Monday call directly with Ollie. 30 minutes. We walk him through the same thing we just walked you through, plus the wedge offer. You can join or not, your call. Sound right? Monday at, say, 11am London time?"
Transition: "[Wait for confirmation. Lock the calendar slot before moving back to Ofab agenda.]"
| Objection | Rebuttal (2 lines) |
|---|---|
| "Ollie wants to wait - he's not ready to add another agency." | "Totally fair. The wedges are zero-commitment. Ship the CAC analysis and 5 blog posts, he reads them, decides in his own time. No retainer pressure. The only thing we're asking for Friday is his consent for the 5 transformations we use in the wedge posts." |
| "Ollie won't blog. He's resisted for years." | "He doesn't need to write a word. We use his 47 transformations as source material. We write, he approves. The first 5 posts are free, so he sees the production process before any retainer signs. If the voice doesn't feel right after 5 posts, he hasn't lost anything." |
| "How is this different from Hayley Quinn or another big-name coach?" | "Hayley coaches only. Hey Saturday photographs only. Tristan Eksten does photo plus coaching, no styling. Ollie is the only one in the top 10 with all three. The moat is structural, not aspirational. We just tell Google." |
| "What if it doesn't work?" | "Two answers. One: the conservative maths uses midpoints, not best-case. Two: the optional 90-day paid pilot at GBP 750 a month gives observable CAC data on 5 keywords before the full retainer. If organic CAC isn't measurably lower at month 3, you don't pay for month 4." |
| "Why EUR 3k? Ollie is a sole trader." | "Ollie is already spending EUR 6.5-10k a month between Ads and your management fee. We're not adding - we're replacing 30-40 percent of that within 18 months. The retainer pays for itself before month four. The standard tier is EUR 1.5k if EUR 3k is the wrong size." |
| "Can you bundle Ofab and Ollie?" | "Two different businesses, two different scopes. We bundle freebies, not retainers. The wedges are the freebie on Ollie. Ofab gets its own freebie if we sign there. Bundling prices means one of them subsidises the other - that breaks the per-business economics." |
| "How does this not step on what I do for Ollie?" | "You run Ads and web infrastructure. We add organic and content and AI ranking. Complementary layers, not overlapping. You stay the strategic relationship lead. We deliver in service of your playbook for Ollie. The Friday recap email goes to you, not him directly." |
| "Send me a proposal and I'll review with Ollie." | "Happy to. We'd prefer a 30-minute Monday call with Ollie directly so he can challenge the plan live. Saves a week of email. The CAC analysis and 5 blog posts can be in his hands by Wednesday either way - those are the wedges, not the proposal." |
If Donal is leading the Ollie portion solo (likely scenario), this section is moot. If Tomas takes point on the call, here are the three slides Donal owns.
Tomas cue: "Donal, this is yours. Walk Harvinder through what we found across the 4 AI engines."
Donal first 30s: "Cheers. We ran 50 queries across ChatGPT, Perplexity, Google AI Overviews, and Claude. 200 cells total. On Hinge plus Bumble plus Raya prompts specifically, content cited in only 8 out of 32. Wide open. Three weeks of pillar pages would close that in 90 days."
Handback: "Tomas, take it from here."
Tomas cue: "Donal, show Harvinder the wedge output we'd ship."
Donal first 30s: "Sharing screen. The CAC analysis 1-pager looks like this - estimated current CAC, projected month 6, 12, 18, cumulative saving. Conservative midpoints. The 5 blog post template looks like this - 600 words, FAQ schema baked in, internal linking, alt text. He doesn't write. He approves."
Handback: "Tomas, want to walk pricing?"
Tomas cue: "Donal, that one's yours."
Donal first 30s: Whatever the question is. Schema = 2-line answer. WordPress vs Webflow = name the trade-offs. GA4 attribution = name the events. Anything we haven't planned for: "Good question, let me come back to that on the recap email Monday with the actual data."
Handback: "Tomas, where were we?"
| Trigger | What Donal does |
|---|---|
| Harvinder goes quiet for >8 seconds | Do NOT fill the silence. Count to 10 internally. If still silent: "Harvinder, want me to keep going or pause for a question?" Most likely he's thinking through the channel implication; let him. |
| Harvinder challenges the EUR 5-7k Ads spend estimate | "Fair. That's our estimate based on his keyword footprint and your category averages. What's the actual number?" Capture verbatim. Revise the wedge 1 maths same day. |
| Harvinder asks "have you done this for personal coaches before?" | "Honest answer: not specifically men's dating coaches. We've shipped the same stack - schema, AI citation lift, content production - for 9 retainer clients in roofing, dental, moving, and ecom. The personal-coach layer we've built bespoke for Ollie. Everything you've seen this week is custom for the dating-coach category." |
| Harvinder pushes back on the wedge offer ("free is suspicious") | "Fair. The honest reason: it costs us 2-3 days of CAC analysis plus 12-20 hours of content. Worth it if it earns Ollie's trust. Removes the decision pressure on Friday. You take it, Ollie keeps it whether or not he signs the retainer." |
| Harvinder mentions a competitor we haven't researched | "Good name to add. We have 21 in the matrix; if [name] isn't there, we'll fold them in for the Monday close. Quick context, what makes them a threat in your view?" Capture verbatim. Add to v3 same day. |
| Harvinder pivots to one of his other ecom clients mid-Ollie | "Happy to talk about [other client] separately. Want me to flag a separate 30-min call for that next week? Let's land Ollie first." Do NOT take the bait and start scoping a second deal mid-call. |
| Harvinder says "I'll need to talk to Ollie before deciding" | "Of course. Easiest path: 30-min call Monday with Ollie directly. He hears the same walkthrough, asks his own questions. You can join or not. The wedges go to him after that call regardless." Get the Monday slot. |
| Harvinder mentions a regulator or platform risk (Meta ban, Google Ads policy) | Listen. Note exactly what he says. Acknowledge: "Worth folding into the strategy. We'll surface that risk in the Monday recap with Ollie." Do not improvise a regulatory rebuttal on the call. |
| Call goes long (past Ofab + Ollie 30-min total) | At minute 28: "Harvinder, conscious of your time. Want me to wrap or push to 40?" His answer tells you everything. If wrap: land slide 10 (Monday ask) in 90 sec. If push: you have permission, finish properly. |
| Harvinder says "I have to jump" | Do NOT panic. "Got it. Let me land the only thing that matters: Monday call with Ollie, 30 min, I'll send the calendar invite within the hour. Sound good?" Get the yes. Send invite immediately. |
Why: the foundation of the CAC math. Saying it tells Harvinder we've estimated his client's actual spend, not waved at "marketing costs". The number opens the conversation about real CAC reduction.
Where to drop it: Slide 1 (CAC frame, opening line). Repeat in slide 7 (pricing) when reframing EUR 3k vs EUR 6.5-10k current marketing investment.
Why: his unmilked owned-asset. Specific count signals we counted, not estimated. He likely doesn't think of the photos as a content asset - we re-frame them as 47 indexable proof points.
Where to drop it: Slide 4 (asset-already-exists) and slide 6 (wedge - "5 of 47 turned into posts").
Why: the wide-open citation territory. This single number reframes "AI ranking" from abstract to specific. 8 out of 32 cells filled = clear quantifiable opportunity.
Where to drop it: Slide 3 (AI gap). If Harvinder pushes back on AI ranking as a thing: "8 out of 32 cells. That's the gap. Three pillar pages closes most of it."
| Name | Why drop it | Where on the call |
|---|---|---|
| Hey Saturday | UK dating-photography leader. Saying it shows we've mapped the photography-only competitor lane and confirmed Ollie's integrated-stack moat is real (Hey Saturday photographs only - no styling, no coaching). | Slide 2 (integrated stack moat). |
| Hayley Quinn | UK's best-known women-targeted dating coach. Saying it shows we've mapped the coaching-only competitor lane. The "she dominates Tinder content but the newer-app territory is unclaimed" is the AI-gap insight. | Slide 3 (AI gap) and any "how is this different from a big name" objection. |
| Steven Bartlett (Diary of a CEO) | UK's biggest male-audience podcast. Drop in the founder-credibility / press-pitch context. Signals we know which podcasts move the needle for a London men's-coach. | Slide 5 (featured-in placeholder fix). Drop only if discussing press pitches; do not pre-empt. |
| Tristan Eksten (bonus) | The closest direct competitor (photo + coaching, no styling). Drop only if Harvinder asks "who else does what Ollie does?". Confirms the moat is genuinely structural, not aspirational. | Reactive only. |
| Modern Wisdom (Chris Williamson, bonus) | The other major UK male-audience podcast. Drop in tandem with Steven Bartlett if discussing podcast pitch package. | Slide 5 only. |
FRIDAY 9 MAY OLLIE-BLOCK DECISION TREE
[OPENING - Donal pivots from Ofab agenda to Ollie]
|
v
Did Harvinder confirm the EUR 5-7k Ads spend estimate?
YES (5-7k or higher) -> Lead with full CAC math, anchor EUR 3k tier confidently
LOWER (under 3k) -> Drop to EUR 1.5k tier. Re-frame retainer as "30% reinvestment of current spend"
UNKNOWN -> Lead with "let's get the actual number first" - the wedge 1 doc becomes the first-month deliverable
|
v
Did Harvinder confirm 47-transformation consent?
CLEAR YES -> Wedge 2 (5 blog posts) ships in 14 days
UNCLEAR -> Wedge 2 ships as 5 generic-pillar posts; consent-first phase 1 added
CLEAR NO -> 30-60 day consent recovery added to plan; Wedge 2 deferred
|
v
Slide 7 (pricing) reaction?
"EUR 3k feels right" -> Lock EUR 3k tier, schedule Monday call with Ollie
"EUR 1.5k feels right" -> Lock standard tier, same Monday call
"Sounds expensive" -> Re-anchor on Ads spend ("you're already spending 6.5-10k") + offer paid pilot at GBP 750/m
"I need to think" -> Wedges go ahead regardless. Calendar invite for Monday with 2 time options.
Silent / face changes -> Pause. "Harvinder, what's your reaction?"
|
v
Did Harvinder name 1-2 of his other ecom clients (Q6)?
YES (specific names) -> Capture verbatim. Reference 1 in post-Friday recap. CHANNEL ALIVE.
VAGUE / DEFLECTION -> Channel ambiguous. Treat Ollie as 1-deal, scale wedge investment to match.
CLOSED ("they're separate") -> Channel CLOSED. Reduce wedge effort, deliver Ollie minimum-viable to protect margin.
|
v
Q9 (persona 6) authenticity check?
CONFIRMED SAFE -> Persona ships as Tier 2 pillar in 90-day plan
NOT AUTHENTIC -> Skip persona entirely; replace with recently-divorced fathers persona
|
v
Q10 (referral threshold) signal?
OPEN ("if Ollie ships, yes") -> GREEN CHANNEL. Lock specific 90-day success metrics in Monday close deck.
CAUTIOUS ("let's see") -> AMBER CHANNEL. Deliver Ollie at 110% to earn the channel.
CLOSED ("I keep separate") -> RED CHANNEL. Re-evaluate wedge investment. Ollie is the deal, not the gateway.
|
v
[CLOSE WINDOW]
Did Harvinder agree to Monday call with Ollie?
YES (locked time) -> GREEN. Send calendar invite within 1 hour.
AMBIGUOUS -> AMBER. Email Wed with 2 time options, lock by Thu.
"Need to think" -> RED. Send takeaway pack Wed (audit + competitor + master deck). John follows up Mon.
"Hard pass on Ollie" -> Send wedges anyway (his to keep, costs OO 2-3 days). Walk away clean. Channel may revive in 60 days.
Did Donal + Harvinder verbally agree on a Monday call with Ollie before the Friday call ended?
If yes: GREEN regardless of everything else. If no: AMBER unless Harvinder explicitly closed the channel ("I keep separate"), in which case RED.
Note: Harvinder is the contract holder, not Ollie. All post-call comms route through Harvinder unless he explicitly hands off to Ollie. Do NOT email Ollie directly until Harvinder green-lights.
| Window | Action | Owner |
|---|---|---|
| Hour 0-1 (immediately after call) | Donal writes 5-bullet recap (what walked, what landed, Harvinder's answers to Q1-Q10, what we agreed on Monday call). Send recap email to Harvinder within 60 min. | Donal |
| Hour 1-2 | Update post-call-debrief-2026-05-09.md in agency-deliverables/ollie-pearce/ with full notes: Harvinder's tone, channel-signal reading, Q6 answers, GREEN/AMBER/RED tag. | Donal |
| Hour 2-6 | If GREEN: Calendar invite for Monday Ollie call sent. CAC analysis 1-pager build started (target Sat-Sun ship). If AMBER: Wednesday calendar email drafted with 2 time options. If RED: takeaway pack assembled (audit + competitor + master deck). | Donal |
| Hour 6-24 (Saturday morning) | One-page recap email landed in Harvinder's inbox. CAC analysis 1-pager v1 draft complete. If wedge accepted: 5 transformation candidates identified + consent confirmation chased. | Donal |
| Day 1-2 (Sat-Sun) | CAC analysis 1-pager finished + deployed to ollie-cac-analysis.pages.dev. Forward-safe link sent to Harvinder for Ollie. Monday call deck v2 prep started (personalised to Harvinder's discovery answers). | Donal |
| Day 3 (Mon 12 May - if Monday Ollie call locked) | Monday call with Ollie + Harvinder. Donal leads. Walk Ollie through master-deck + wedges. Lock retainer tier or schedule follow-up close call within 7 days. | Donal |
| Day 4-14 | 5 blog posts written + delivered to Harvinder for Ollie. Final retainer close conversation triggered by post-wedge "you've seen the production" moment. | Donal builds, John supports relationship layer |
| Day 90 (post-retainer-start) | Ollie 90-day milestone review. CAC dashboard pulled, organic traffic share, content publication count. This is the case study for the channel pitch to Harvinder's other 5-15 ecom clients. | Donal |
Harvinder Bhogal has 5-15 other ecom clients beyond Ollie. The 4 Namecheap-managed ones flagged in the May 30 transition + his broader network. If Ollie ships well in 90 days, the Ollie case study becomes the entry pitch for the rest. Network maths: 5-15 retainers x EUR 1.5-3k/month = EUR 7.5-45k/month additional MRR potential over 12-18 months. The Friday call is therefore not a 1-deal close but a gateway-interview for an entire referral channel.
Source: WAVE-C-SYNTHESIS.md Finding 5 + business-family-map.md
Treat every Ollie touchpoint as if Harvinder's other 14 clients are watching - because over the next 90 days, that's exactly what's happening.
| # | Workstream | Status | Owner |
|---|---|---|---|
| O.1 | Quick audit (audit-v1.md) | Done | Subagent |
| O.2 | Full audit v2 (4,836 words) | Done | Subagent (Wave C) |
| O.3 | AI deep audit (200-cell matrix, 4 engines) | Done | Subagent (Wave C) |
| O.4 | Competitor mega-table v2 (21 IE+UK, 15 cols) | Done | Subagent (Wave C) |
| O.5 | Personas v1 (7 archetypes) | Done | Subagent (Wave C) |
| O.6 | Market dive v1 (UK + IE + EU) | Done | Subagent (Wave C) |
| O.7 | Founder credibility deep-dive (5 press + 5 podcast pitches) | Done | Subagent (Wave C) |
| O.8 | Business family map (Harvinder channel) | Done | Subagent (Wave C) |
| O.9 | Platform footprint research | Done | Subagent (Wave C) |
| O.10 | OOB ideas catalogue (100 ideas) | Done | Subagent (Wave C) |
| O.11 | OOB v2 supplement (25 + 5 wedges) | Done | Subagent (Wave C) |
| O.12 | Style guide (palette, fonts, voice) | Done | Subagent (Wave C) |
| O.13 | Master deck v1 (10 vertical-scroll slides) | Done | Subagent (Wave C) |
| O.14 | Tomas call-lead brief | Done | Subagent (Wave C) |
| O.15 | Wave C synthesis (source-of-truth) | Done 2026-05-08 | Donal |
| O.16 | Strat hub (this doc) | Live v1 | Donal |
| O.17 | Wedge 1 - CAC analysis 1-pager | Sat-Sun post-Friday | Donal |
| O.18 | Wedge 2 - 5 free blog posts (case studies) | Day 8-14 post-Friday | Donal + subagent |
| O.19 | Master deck CF Pages deploy | Pre-Friday | Donal |
| O.20 | Founder-credibility pitch deck (HTML build) | Optional, post-Friday if green | Donal + subagent |
| O.21 | Constellation orb hub (Phase 2) | Optional, post-retainer-sign | Donal |
| O.22 | Monday close deck v2 | Sun if Monday call locked | Donal |
| O.23 | Optional 90-day paid pilot scope doc | Conditional on Q1 + Q4 answers | Donal |
| # | Blocker | Owner | Action |
|---|---|---|---|
| O-B1 | Ollie's actual Google Ads spend (estimate is EUR 5-7k, needs Harvinder confirmation) | Harvinder | Q1 on Friday call |
| O-B2 | 47-transformation written-consent status (consent recovery may add 30-60d to wedge 2 ship) | Harvinder | Q3 on Friday call |
| O-B3 | Persona 6 (late-coming-out gay men) authenticity check - skip unless Ollie has lived/professional alignment | Harvinder + Ollie | Q9 on Friday call |
| O-B4 | Master deck v1 not yet deployed to CF Pages (sits as local HTML) | Donal | Deploy to ollie-pearce-deck.pages.dev pre-Friday |
| O-B5 | Monday Ollie-direct call needs locked time slot | Donal + Harvinder | Lock during Friday call (slide 10 ask) |
| O-B6 | "AS FEATURED IN" outlets - real or placeholder? (highest-leverage E-E-A-T fix in 90-day plan) | Harvinder + Ollie | Confirm in week 1 of retainer; default to 5 outlet pitches if no existing placements |
| O-B7 | Tomas role on Ollie - shadow Donal on Friday or sit out? | Donal | Decide pre-Friday based on Ofab agenda time |
Same structure for Ofab (Harvinder + James, primary scope on the Friday call). Live at:
https://ofab-strat.pages.dev →
Updated as Friday's "primary call" agenda solidifies. Same depth as Ollie per Donal's locked decision 2026-05-08.
Updated as Tomas + John feed back · Donal pastes their G-Doc edits into Claude Code Friday morning · Internal only · Not for client