Dan Cooper | 2026 Plan

1. Quarterly Initiatives by Key Area

Quarter	Sales & GTM	Headcount	Operations
Q1 - Foundation	• Create list of targeted PE portco’s
• Define ICPs + messaging
• Finalize V1. EMEA pitch deck
• GTM v1: Execute “Mini road show” with Claire
• Marketing Finalize GTM EMEA strategy	• Define acquisition ( this decision set the tone for planning)	• Document delivery process
• Align with Paragon US <> EMEAworkflows
• Weekly ops sync {Kortney, Dan, Daniela}	• $500K / 13 placements
Q2 - Prove It	• GTM v2: "Road show with Chris”
• Execute GTM Strategy
• Finalize V2. EMEA pitch deck
• First case studies
• Scale outbound to 1K contacts		• Standard client reporting for EMEA
• Stress-test AI + sourcing	• $750K / 20 placements
Q3- Repeatability	• Refine playbook v2
• Referral + expansion motion
• Account deepening		• Delivery playbooks
• QA standards
• Codify "London way"	• $500K / 13 placements
Q4 - Scale Decision	• Decide UK scale vs EU expansion
• Lock 2027 retainers		• Year-2 blueprint	• $750K / 19 placements

2. Success Metrics: Annual Goal: $2.5M revenue | 65 placements

Metric	Q1	Q2	Q3	Q4
Revenue	$300K	$850K	$600K	$750K
Placements	10	20	13	19
Active Clients	5	18	22	28
Outbound Response Rate	15%	18%	20%	22%
Time-to-Fill	<50 days	<48 days	<40 days	<30 days
Repeat Client % ( Sprint upsell)	0%	10%	15%	20%

3. Quick Tactical Wins for the next 2 weeks:

Week 2 | Jan 12th to Jan 16th:
- [x] RoadShow: Finalize target account list and messaging (with Claire)
- [x] EMEA ICPs
  - [ ] OPs to add to “Sales Playbook”
    - [ ] Add Paragon Europe Outreach Campaign Draft
    - [ ] Priority: Fintech, Cybersecurity
- [x] EMEA Master Pitch Deck
  - [x] Dan → Incorporate feedback into the EMEA Master pitch deck
  - [x] Ops → Make changes on the deck
Week 3 | Jan 20th to Jan 25th:
- [ ] London mini roadshow campaign → Launch campaign, get first meetings
  - [ ] Approval?
  - [ ] Meetings → SFDC? how track?
- [ ] EMEA Master pitch deck → Finalize and lock the
  - [ ] Ops → Making changes on the Deck
- [ ] Follow up with Marketing on the EMEA GTM strategy
  - [ ] If not ready, identify and launch an alternative BD-led campaign
Week 4 | Jan 26th to Feb 2nd:
- [ ] Define clear next steps for “yes” / “no” acquisition outcomes

GTM Plan: Marketing Accountability - Hold Marketing accountable for delivering a full GTM plan (not just email campaigns — events, partnerships, content, demand gen). In the meantime: Execute tactical BD-led initiatives (mini roadshow, warm intros, PE portco targeting). Revenue mix:
- US Account Expansion (30% of Q1): Existing clients — fastest path to revenue Action Item: Train Riviera Team on "referring identified opportunities" to Dan
- PE Firm Alignment (40% of year): Portcos, 3 target PE firms
- Outbound Engine (30% of year): Cold outreach to UK/EMEA tech, finance, ops companies
Headcount & Ops:
- Confirm acquisition/headcount plan (decision drives Q1-Q2 execution)