90-day roadmap (2026-05-05 → 2026-08-05)

Aligned to the three contractual targets. The roadmap is outcome-driven, not activity-driven.

Targets

Month 1 — May 5 → June 5 (research function + foundations)

Theme: install the research function, lock the messaging spine, build the proof pack so we can sell.

Research function (30-day target)

• Define what "automated research function" means concretely (cadence, sources, output shape)
• Build the source list: standards bodies, competitor sites, EU/regulatory feeds, industry analyst notes, target-account news
• Stand up the pipeline (suggested: scheduled task → digest → human curation → markdown digest in /04_research_function/)
• First weekly digest delivered by 2026-05-15
• First monthly market-overview update by 2026-06-05
• Positioning + USP recommendations updated for the first time by 2026-06-05

GTM foundations

• Lock CFO narrative + pilot thesis (already drafted; pressure-test with Markus)
• Finalise priority verticals + ICP (use Building Automation as #1 wedge)
• Build pilot ROI worksheet (spreadsheet) and board memo (1-pager)
• Build migration scorecard + SOW template
• Build procurement pack + continuity note

Pipeline machinery (Florian builds, Markus/4Rooks runs)

• Build target account scoring framework (ICP fit + trigger event signals)
• Hand Markus a seed list of 60 named accounts in DACH building automation
• Outreach sequences drafted (CFO/CEO + engineering champion) — for 4Rooks to send
• Map 3-5 candidate referral partners — Markus reaches out

Month-1 success criteria: research function emitting digests; messaging + 4 sales assets ready; 60-account seed list and outreach sequences handed off to Markus; dashboard live.

Month 2 — June 5 → July 5 (sales support + iteration)

Theme: support the 4Rooks team running the BD; iterate based on real-world feedback.

• Weekly review of pipeline movement with Markus — what's working, what isn't
• A/B test loop running on real outreach (see 03_sales_enablement/testing_log/); Florian designs, 4Rooks runs
• Iterate messaging based on objections heard in the field
• KNX-IoT / CRA themed webinar content drafted (Florian) → 4Rooks runs delivery
• Update procurement pack as real procurement objections surface
• Goal at end of month 2: 4Rooks has 2-4 paid architecture assessments in the funnel

Month 3 — July 5 → August 5 (conversion + scale plan)

Theme: support conversion; deliver the international expansion plan; close out the 90 days.

• Sales call coaching for assessment → pilot conversion
• Write first proof-led case note from earliest pilot work (Florian drafts; Markus reviews)
• Review A/B test results — narrow to best vertical and best CTA
• International expansion plan drafted, reviewed, accepted: target geos, entry model (direct vs partner-led), regulatory considerations, budget
• 90-day retro and v2 GTM strategy update

Risk register