LevelFieldAI

Vision/Traction Organizer

This document is our company's operating system. It defines who we are, where we are going, and what we must do to get there. It's a living document that we will reference and update together.

Last Updated: August 30, 2025

Part 1: The Vision Component

This section defines our strategic North Star. It's the "Why" and the "What" that inspires us.

Core Values

These are the principles that guide every decision and action. They are non-negotiable.

Integrity & Confidentiality

This is our foundation. Given the sensitive nature of our clients' work, we protect their data with a level of trust built on our founder's two decades in cybersecurity. Our brand is synonymous with security.

Radical Pragmatism

We don't build tech for the sake of it. We are problem-solvers. If it doesn't create measurable ROI for the client, we don't do it. Our success is directly tied to our clients' success.

Owner's Mindset

We are all entrepreneurs, not just employees. Everyone is empowered to act, problem-solve, and take full responsibility. We are resourceful and customer-funded by default, which means we treat every dollar as if it were our own.

Core Focus

This is our mission and our "why."

Purpose/Cause/Passion

We "level the field" by empowering top experts to compete on strategy and intellect, not on their capacity for repetitive manual work. We automate high-cost, confidential workflows to free up human potential.

Niche

High-cost, confidential workflow automation for high-stakes professional services firms, with a focus on Law, Accounting, M&A, and Family Offices.

10-Year Target

This is our BOLD, inspiring goal. It's our ultimate destination.

To be the go-to AI automation partner for the world's most elite professional services firms, having successfully automated 1,000+ high-value workflows and achieved $100M+ in ARR. Our brand will be synonymous with secure, high-ROI AI implementation.

Marketing Strategy

This is our high-level plan for how we will attract and retain our ideal customers.

Target Audience

Leaders at professional services firms who feel the pain of lost expert time and are responsible for a large P&L.

Three Uniques

Our core competitive advantages and moats.

  • Private AI Architecture: Our 20-year founder background in cybersecurity ensures we build solutions that respect confidentiality, a non-negotiable for our clients.
  • Disciplined Methodology: Our framework-driven process guarantees a predictable, ROI-focused engagement, taking the risk out of AI adoption.
  • Expert Empathy: Our team understands workflow pain points because of direct experience training professionals at firms like JPMorgan Chase.
  • Proven Process: Our three-phase engagement model (Paid Discovery > Paid Pilot > Recurring Revenue) is our transparent, risk-mitigated path for every client.

Part 2: The Traction Component

This section turns our vision into actionable, quarterly targets. It's the "How" and the "When."

3-Year Picture

This is a concrete milestone on our journey to the 10-year target.

Revenue
$2.5M ARR
This milestone proves that our productized service model is repeatable and scalable beyond one-off projects.
Team
10-15 people
A core team including dedicated Solutions Architects/Builders, Consultants, and a refined Hunter team.
Product
Repeatable playbook for Phase 2 pilots
With reusable components for our first productized service, ready to scale.

1-Year Plan

These are the key milestones we must hit in the next 12 months to stay on track for our 3-year picture.

Revenue
$250k ARR by Q4
Client Base
5 Phase 2 pilots, 2+ recurring contracts
Team
First full-time Solutions Architect/Builder
Marketing
3 high-quality case studies
To fuel the Authority Flywheel.

Rocks (Quarterly Priorities)

These are the most important things we need to get done this quarter. Everyone on the team owns at least one Rock.

Launch & Document the First Repeatable Lead Generation Engine Owner: Moe

Track initial leads, and create a playbook for future partnerships.

Close & Deliver the First 3 Paid Pilots Owner: Andi

Secure and complete our first three Phase 2 pilots, meticulously time-tracking each project to validate the ≤ 25-hour hypothesis.

Define the First "Proto-Product" Owner: Jason

Based on the first pilots, identify the top 1-2 most common workflows and create a high-level plan for productizing the service.

Launch & Document a Repeatable Webinar Playbook Owner: Jason

Secure and execute our first high-leverage webinar with a strategic partner. Identify the ideal partner profile, define the co-marketing process, and create a repeatable playbook for future webinars. The goal is to generate X inbound leads and document the process for our sales and marketing teams.

Refine & Standardize the Phase 1 Sales Process Owner: Omeara

Create a codified playbook for the hunters, including the new qualifying questions and the one-page proposal, to improve our close rate.

Issues List

This is the list of major obstacles, opportunities, and strategic questions that we need to discuss and solve as a team.

  • Lead Generation: How do we scale beyond founder networks? What paid channels (if any) are worth testing?
  • Product/Service: Can our "private AI" architecture be standardized to reduce deployment time? What infrastructure do we need to host multiple client instances securely?
  • Hiring: What's the hiring plan for our first dedicated Builder? Do we use contractors or a full-time employee? What's the compensation structure?
  • Financials: What is our pricing model for recurring revenue deals? What's the target ARR to make us an attractive acquisition target?

Accountability Chart

This chart defines who is accountable for each major function within the company. It ensures that every critical area has a clear owner, allowing for efficient decision-making and execution.

Jason (Co-Founder & CEO)
Vision, Strategy & Delivery
Jason is accountable for the company's long-term vision, strategic direction, and overall execution. He is responsible for building and delivering our core service, ensuring it meets our high standards for quality and ROI.
Owns:
V/TO (Vision/Traction Organizer), Company Financials, Consulting & Delivery, Solution Architecture.
Andi (Co-Founder)
Sales & Business Development
Andi is accountable for the overall sales capability and strategy. She is responsible for defining our go-to-market strategy, managing the sales team, and ensuring the pipeline is robust and healthy.
Owns:
Sales Strategy, Process Development, New Business Pipelines, Hunter Team Performance.
Omeara (Team Lead)
Sales & Pipeline Management
Omeara is responsible for both bringing in new sales and managing the sales pipeline. Her focus is on the day-to-day execution of lead generation, nurturing qualified prospects, and maintaining the accuracy of our CRM.
Owns:
Outbound Prospecting, Sales Pipeline Management, Lead Nurturing, CRM Management.
Moe (Team Lead)
Hybrid Business Development & Consulting
Moe serves as a critical hybrid role, bridging the gap between sales and delivery. He is responsible for closing deals and is being trained to support consulting, which provides us with valuable flexibility as we grow.
Owns:
Proposal Development, Closing Phase 1 & 2 Deals, Client Relationships.
Erick (Team Lead)
Future Business & Sales
Erick is responsible for exploring new market opportunities and generating sales from specific, targeted industries. His work is key to identifying our next repeatable "proto-product" and future growth vectors.
Owns:
Market Exploration, Industry-Specific Sales, Strategic Prospecting.

Level 10 Meeting System

Our weekly tactical execution system that turns vision into results through disciplined, data-driven meetings.

Weekly Meeting Cadence

Consistent execution requires consistent rhythm. Same day, same time, same agenda - every week.

Every [DAY] at [TIME]
Duration: 45-60 minutes maximum
Attendees: Jason, Andi, Omeara, Moe, Erick
Leader: Rotates quarterly (currently Jason)
Format: In-person/video with transcript analysis

60-Minute Agenda Structure

Seven focused sections designed to maintain accountability, solve problems, and drive execution.

5min
Segue
Personal & business good news
10min
Scorecard
Key metrics review
10min
Rock Review
Quarterly priority updates
5min
Headlines
Client & team updates
5min
To-Do Review
Action item accountability
20min
Issues (IDS)
Identify, Discuss, Solve
5min
Conclude
Next actions & rating

V/TO-Aligned Scorecard

Weekly metrics that drive us toward our 1-year goal of $250K ARR and strategic milestones.

Key Performance Indicators

Monthly ARR
$21K Target
Phase 1 Deals
4/Month
Active Pilots
2-3 Running
Pipeline Value
$150K+
Discovery Meetings
8/Week
Client Satisfaction
9.0+ Average
Each metric has a clear owner from our accountability chart and feeds directly into our V/TO goals.

AI-Powered Continuous Improvement

Every meeting transcript is analyzed to identify patterns, optimize time usage, and improve team effectiveness.

Weekly Improvement Cycle
1
Record Meeting
Capture full transcript for analysis
2
AI Analysis
Analyze time, participation, decisions
3
Generate Insights
Identify improvement opportunities
4
Implement Changes
Optimize next week's meeting

Analysis Categories

  • Time Management: Actual vs. allocated time per section, identification of inefficiencies
  • Participation Balance: Speaking time distribution, engagement levels, question quality
  • Decision Quality: Issue resolution effectiveness, action item clarity and ownership
  • Strategic Alignment: Discussion time on V/TO priorities vs. tactical distractions

Level 10 Operating Principles

These non-negotiable rules ensure our meetings drive results and respect everyone's time.

The Five Rules

  • Start and end on time - Respect everyone's calendar commitment
  • All issues go to the Issues List - Don't solve problems outside the IDS process
  • Be present - Phones down, laptops closed unless needed for notes
  • Speak honestly - Address real issues, avoid corporate speak and politics
  • No sacred cows - Everything can be discussed and improved

IDS Problem-Solving Process

Every issue follows our three-step process: Identify the real problem (not symptoms), Discuss all perspectives and root causes, then Solve with specific action items that have clear owners and deadlines.

Meeting Leadership Development

Meeting leadership rotates quarterly to develop facilitation skills across the team. Current rotation: Jason (Q1) → Andi (Q2) → Omeara (Q3) → Moe (Q4) → Erick (Q1 2026).

Meeting Effectiveness Metrics

We measure our meeting effectiveness to ensure this time investment drives maximum business impact.

Time Adherence
90%+ On Time
Action Completion
80%+ Done
Issue Resolution
70%+ Solved
Team Satisfaction
8+ Rating
Current Meeting Leader: Jason (Q4 2025)
Next Leadership Transition: January 2026 (Andi)
Meeting Effectiveness Trend: [TO UPDATE: Add current trend]

Level 10 Meeting Rules & Structure

Our weekly tactical execution system that turns vision into results through disciplined, data-driven meetings.

The Five Non-Negotiable Rules

  • Start and end on time - Respect everyone's calendar commitment
  • All issues go to the Issues List - Don't solve problems outside the IDS process
  • Be present - Phones down, laptops closed unless needed for notes
  • Speak honestly - Address real issues, avoid corporate speak and politics
  • No sacred cows - Everything can be discussed and improved

60-Minute Agenda Structure

5min
Segue
Personal & business good news
10min
Scorecard
Key metrics review
10min
Rock Review
Quarterly priority updates
5min
Headlines
Client & team updates
5min
To-Do Review
Action item accountability
20min
Issues (IDS)
Identify, Discuss, Solve
5min
Conclude
Next actions & rating

IDS Problem-Solving Process

Identify (2 minutes)

What exactly is the problem? Get to the real issue, not just symptoms. Ask "What specifically is the issue?" until you have clarity.

Discuss (3-5 minutes)

All perspectives heard, root cause identified. Everyone contributes, but stay focused on the issue at hand. No tangents or side discussions.

Solve (2-3 minutes)

Specific action items with clear owners and due dates. Every solution must have a WHO and WHEN. No vague commitments.

Meeting Leadership Rotation

Meeting leadership rotates quarterly to develop facilitation skills across the team:

  • Q4 2025: Jason (Co-Founder & CEO)
  • Q1 2026: Andi (Co-Founder)
  • Q2 2026: Omeara (Team Lead)
  • Q3 2026: Moe (Team Lead)
  • Q4 2026: Erick (Team Lead)

Next Week's Meeting Agenda

Prepared agenda template for our upcoming Level 10 meeting. Update with current data before the meeting.

Meeting Date:
[TO UPDATE: Next meeting date]
Meeting Leader:
Jason (Q4 2025)
Meeting Time:
[TO UPDATE: Time]
Meeting #:
[TO UPDATE: Week # of Q4 2025]
1. Segue
5 minutes

Purpose: Personal & professional check-ins

  • Each person shares personal good news (1 min each)
  • Each person shares business good news (1 min each)
  • Keep energy positive, no problem-solving
2. Scorecard Review
10 minutes

Purpose: Review measurable results against our targets

Metric Target Actual Status Owner
Monthly ARR $21K Jason
Phase 1 Deals 4/month Andi
Active Pilots 2-3 Jason
Pipeline Value $150K+ Omeara
Discovery Meetings 8/week All Sales
Client Satisfaction 9.0+ All
3. Rock Review
10 minutes

Purpose: Ensure quarterly objectives stay on track

Rock 1: Launch & Document the First Repeatable Lead Generation Engine

Owner: Moe | Status:

% Complete: | Key Updates:

Rock 2: Close & Deliver the First 3 Paid Pilots

Owner: Andi | Status:

% Complete: | Key Updates:

Rock 3: Define the First "Proto-Product"

Owner: Jason | Status:

% Complete: | Key Updates:

Rock 4: Launch & Document a Repeatable Webinar Playbook

Owner: Jason | Status:

% Complete: | Key Updates:

Rock 5: Refine & Standardize the Phase 1 Sales Process

Owner: Omeara | Status:

% Complete: | Key Updates:

4. Headlines
5 minutes

Purpose: Share important customer feedback and team developments

  • Client wins: [POSITIVE CLIENT FEEDBACK OR RESULTS]
  • Client concerns: [ISSUES TO ADDRESS]
  • Team wins: [INDIVIDUAL OR TEAM ACHIEVEMENTS]
  • Market feedback: [INDUSTRY TRENDS OR COMPETITIVE INTEL]
5. To-Do Review
5 minutes

Purpose: Review and complete action items from previous meetings

  • [ACTION ITEM 1] - Owner: [NAME] - Due: [DATE] - Status: [COMPLETE/PENDING/OVERDUE]
  • [ACTION ITEM 2] - Owner: [NAME] - Due: [DATE] - Status: [COMPLETE/PENDING/OVERDUE]
  • [ACTION ITEM 3] - Owner: [NAME] - Due: [DATE] - Status: [COMPLETE/PENDING/OVERDUE]

Completion Rate: (Target: 80%+)

6. Issues List (IDS)
20-25 minutes

Purpose: Identify, Discuss, and Solve the most important issues

Issues Queue (Priority Order)

  1. [ISSUE TITLE] - Added: [DATE] - Owner: [NAME] - Priority: [HIGH/MED/LOW]
  2. [ISSUE TITLE] - Added: [DATE] - Owner: [NAME] - Priority: [HIGH/MED/LOW]
  3. [ISSUE TITLE] - Added: [DATE] - Owner: [NAME] - Priority: [HIGH/MED/LOW]
7. Conclude
5 minutes

Purpose: Capture next actions and continuously improve meeting effectiveness

New To-Do Items for Next Week:

  • [ACTION ITEM] - Owner: [NAME] - Due: [DATE]
  • [ACTION ITEM] - Owner: [NAME] - Due: [DATE]
  • [ACTION ITEM] - Owner: [NAME] - Due: [DATE]

Meeting Effectiveness Rating (1-10):

  • Jason: - Comments:
  • Andi: - Comments:
  • Omeara: - Comments:
  • Moe: - Comments:
  • Erick: - Comments:

Previous Meeting Notes

Notes and outcomes from our most recent Level 10 meeting. Update after each meeting.

Meeting Notes

Date: [TO UPDATE: Last meeting date] | Leader: [TO UPDATE: Meeting leader] | Duration: [TO UPDATE: Actual duration]
Meeting #: [TO UPDATE: Meeting number]
Effectiveness: [TO UPDATE: Average rating]/10
📈 Meeting Summary

Key Accomplishments: [TO UPDATE: Top 2-3 decisions/actions from meeting]

Primary Concerns: [TO UPDATE: Top 1-2 issues identified]

Overall Status: [TO UPDATE: Team alignment, energy, progress toward V/TO goals]

📊 Scorecard Results

Green Metrics (90%+ of target): [TO UPDATE: List metrics performing well]

Yellow Metrics (70-89% of target): [TO UPDATE: List metrics needing attention]

Red Metrics (Below 70% of target): [TO UPDATE: List metrics requiring immediate action]

Action Items Generated: [TO UPDATE: Number and quality of actions from scorecard review]

🎯 Rock Progress Updates

Rock 1 (Moe): [TO UPDATE: Progress and status]

Rock 2 (Andi): [TO UPDATE: Progress and status]

Rock 3 (Jason): [TO UPDATE: Progress and status]

Rock 4 (Jason): [TO UPDATE: Progress and status]

Rock 5 (Omeara): [TO UPDATE: Progress and status]

✅ Issues Resolved (IDS)
Issue 1: [TO UPDATE: Issue title and solution]
Issue 2: [TO UPDATE: Issue title and solution]
Issue 3: [TO UPDATE: Issue title and solution]
📋 Action Items Created
[TO UPDATE: Action item description]
[Owner]
[TO UPDATE: Action item description]
[Owner]
[TO UPDATE: Action item description]
[Owner]
[TO UPDATE: Action item description]
[Owner]

Total Action Items: [TO UPDATE: Number] | Average per Person: [TO UPDATE: Number]

🎯 Team Performance Insights

Participation Balance: [TO UPDATE: Who was most/least engaged]

Decision Quality: [TO UPDATE: How well did we solve problems]

Time Management: [TO UPDATE: Did we stay on schedule]

Strategic Focus: [TO UPDATE: % of time spent on V/TO priorities]

⏭️ Next Week's Focus
  • Priority 1: [TO UPDATE: Top priority for next week]
  • Priority 2: [TO UPDATE: Second priority for next week]
  • Priority 3: [TO UPDATE: Third priority for next week]

Meeting Improvements for Next Week: [TO UPDATE: Specific changes to implement]