AI Marketing for B2B — 2-Year Business Plan

Starting Position

Where We Are Today

$30K

Current Monthly Revenue

$30K

Current Monthly Costs

$0

Current Net Profit

⚡ The Leverage Play

We're at breakeven today. Every dollar of new revenue drops almost entirely to profit. The existing $30K covers the team and infrastructure already in place.

Team

Organization & Hiring Plan

Current Team (Day 1)

Monte

CEO / Sales

Included in existing $30K/mo

3 direct high-ticket sales/month. Weekly Skool trainings. Brand, vision, strategy.

Jeremy

President / Client Success

Included in existing $30K/mo

Client onboarding and success. HT delivery management. AI-assisted at scale.

Year 1 Hire (Month 4)

Admin + Community Manager

Client Support / Community / Admin

$4,500/month

Daily Skool moderation, member onboarding, client support backup for Jeremy, engagement tracking, upsell DM outreach, AI-assisted workflows.

Year 2 Hire (Month 13)

Sales Rep

High-Ticket Sales

$7,500/month

3 additional HT closes/month (6 total with Monte). Outbound prospecting, webinar follow-up, Skool upsell calls.

Strategy

Revenue Engine

Free Content

LinkedIn + YouTube

→

Community

Skool $97/mo

→

Implementation

$4,500/mo × 3mo

→

Ongoing

$2,000/mo

Three Sales Channels

Channel 1

Direct Sales

3→6/mo

Monte: 3 deals/month
Sales rep (Y2): +3 deals/month
Network, webinars, LinkedIn

Channel 2
Skool Pipeline
5% of members/mo
Course completers see complexity
Community signals intent
Compounds with growth

Channel 3 — NEW

Member Referrals

5% recurring comm.

Members become salespeople
1st referral = free membership
5% recurring on every deal
Centers of influence in BNI/Vistage

Referral Program

Member Referral Engine

Turn every Skool member into a potential salesperson. Members who may never become implementation clients can still generate revenue as centers of influence in their networks.

First Referral

Free Membership

$100/mo credit

Refer one HT client that closes
Get $100/mo ongoing (covers $97 membership)
Membership is now free forever
Removes #1 churn reason

Every Referral After
5% Recurring Commission
$225/mo per client
5% of $4,500 = $225/mo during implementation
5% of $2,000 = $100/mo during ongoing
Paid monthly as long as client stays
Unlimited referrals

Referral Program ROI

$2.5M

Incremental Revenue (2yr)

$157K

Total Commission Cost (2yr)

16x

Return on Referral Spend

💡 Why This Works for B2B

Your Skool members are B2B operators in networking groups (Vistage, TAB, BNI, local chambers). They talk to business owners every week. Even members who never implement AI themselves can earn $225-325/month per referral just by making introductions. That's a real incentive that turns passive members into active advocates.

Offer Stack

Revenue Streams

Existing

Current Business

$30K/mo

→ Baseline (in place)

Community
Skool Group
$97/mo
6-module drip course
Weekly training
AI intel briefings
Referral program
→ Revenue + leads + referrals

Implementation

Done-For-You

$4,500/mo × 3mo

Full AI workforce deployment
$13,500 initial engagement

→ Primary profit driver

Retention

Ongoing Support

$2,000/mo

AI workforce management
70% of HT clients retain

→ Compounding MRR

Financial Projections

24-Month Revenue Model

$30K

Existing Base

3→6

Direct HT/Month

5%

Skool → HT

5%

Members Refer

70%

HT → Ongoing

10%

Skool Churn

Year 1: Build the Engine

Mo	Skool	Skool $	New HT (D+S+R)	Active HT	HT $	Ongoing	Ongoing $	Base	Total MRR	Costs	Net Profit
1	20	$1,940	3+1+0 = 4	4	$18,000	0	$0	$30K	$49,940	$30,599	$19,341
2	38	$3,686	3+2+1 = 6	10	$45,000	0	$0	$30K	$78,686	$31,024	$47,662
3	54	$5,238	3+3+1 = 7	17	$76,500	0	$0	$30K	$111,738	$31,349	$80,389
4	73	$7,081	3+4+1 = 8	21	$94,500	3	$6,000	$30K	$137,581	$39,674	$97,907
5	90	$8,730	3+4+1 = 8	23	$103,500	6	$12,000	$30K	$154,230	$39,774	$114,456
6	111	$10,767	3+6+2 = 11	27	$121,500	10	$20,000	$30K	$182,267	$40,199	$142,068
7	134	$12,998	3+7+2 = 12	31	$139,500	15	$30,000	$30K	$212,498	$40,524	$171,974
8	160	$15,520	3+8+3 = 14	37	$166,500	20	$40,000	$30K	$252,020	$41,074	$210,946
9	189	$18,333	3+9+3 = 15	41	$184,500	27	$54,000	$30K	$286,833	$48,899	$237,934
10	220	$21,340	3+11+4 = 18	47	$211,500	33	$66,000	$30K	$328,840	$49,549	$279,291
11	253	$24,541	3+13+4 = 20	53	$238,500	41	$82,000	$30K	$375,041	$50,074	$324,967
12	287	$27,839	3+14+5 = 22	60	$270,000	48	$96,000	$30K	$423,839	$50,724	$373,115

Year 1 Totals

$2.6M Revenue · $2.1M Profit

$300K hit in Month 10. Ending Year 1 at $424K/mo (88% margin).

Year 2 — Add Salesperson → 6 Direct HT/Month + Referral Engine Compounding

Year 2: Scale

Mo	Skool	Skool $	New HT (D+S+R)	Active HT	HT $	Ongoing	Ongoing $	Total MRR	Costs	Net Profit
13	328	$31,816	6+13+5 = 24	66	$297,000	58	$116,000	$474,816	$62,849	$411,967
14	370	$35,890	6+15+6 = 27	73	$328,500	69	$138,000	$532,390	$63,699	$468,691
16	456	$44,232	6+18+8 = 32	89	$400,500	93	$186,000	$660,732	$65,924	$594,808
18	545	$52,865	6+22+9 = 37	103	$463,500	122	$244,000	$790,365	$67,924	$722,441
20	631	$61,207	6+25+11 = 42	119	$535,500	154	$308,000	$934,707	$73,449	$861,258
22	700	$67,900	6+28+12 = 46	132	$594,000	191	$382,000	$1,073,900	$75,549	$998,351
24	757	$73,429	6+30+13 = 49	142	$639,000	230	$460,000	$1,202,429	$77,624	$1,124,805

Year 2 Totals

$10M Revenue · $9.2M Profit

$500K in Month 14. $1M+ in Month 22. Ending Year 2 at $1.2M/month (94% margin).

Revenue Composition at Month 24

6%

53%

38%

Existing $30K (3%) Skool $73K (6%) Implementation $639K (53%) Ongoing $460K (38%)

2-Year Summary

$12.6M

Total 2-Year Revenue

$11.3M

Total 2-Year Profit

757

Skool Members (Mo 24)

230

Ongoing Clients (Mo 24)

$1.2M

Month 24 MRR

94%

Profit Margin

Expenses

Cost Structure

Expense	Mo 1-3	Mo 4-8	Mo 9-12	Mo 13-18	Mo 19-24
Existing team + software	$30,000	$30,000	$30,000	$30,000	$30,000
Admin / Community Mgr	—	$4,500	$4,500	$4,500	$4,500
Salesperson	—	—	—	$7,500	$7,500
Skool + AI tools	$599	$599	$599	$599	$599
Ad spend	$0	$3,500	$11,000	$15,000	$18,000
Referral commissions	$0	~$1,500	~$3,500	~$8,000	~$15,000
Total Monthly Costs	~$31K	~$40K	~$50K	~$66K	~$76K

📌 Delivery Capacity

By Month 18, we'll have 100+ active HT clients. Jeremy manages client success with AI assistance. The admin/CM handles daily ops. If needed, add a second delivery person ($5-7K/mo). Even at $83K/mo in costs, margins stay above 90%.

Timeline

Key Milestones

Milestone	Month	Revenue	Net Profit
Launch + first sales	1	$50K/mo	$19K/mo
Break $100K/month	3	$112K/mo	$80K/mo
Hire Admin/CM	4	$138K/mo	$98K/mo
Break $200K/month	7	$212K/mo	$172K/mo
🎯 $300K/month target	10	$329K/mo	$279K/mo
Hire Salesperson (Y2)	13	$475K/mo	$412K/mo
Break $500K/month	14	$532K/mo	$469K/mo
Break $1M/month	22	$1.07M/mo	$998K/mo
🚀 End of Year 2	24	$1.2M/mo	$1.12M/mo

Skool Group

Course Modules (Dripped Weekly)

1

The AI Marketing Revolution

Existing webinar (60 min) + welcome video

📹 Already recorded

2

Your AI Marketing Stack

The 5 AI roles every B2B company needs

📹 15-20 min + 📄 AI Stack Audit Checklist

3

AI Content Engine

30 days of content in 30 minutes

📹 15-20 min + 📄 Content Calendar Template

4

AI SEO & LLM Visibility

Get recommended by ChatGPT

📹 15-20 min + 📄 LLM Visibility Checklist

5

AI Lead Generation

AI-powered prospecting without cold calling

📹 15-20 min + 📄 Lead Gen Prompts

6

Measuring ROI & Scaling

Proving ROI + bridge to done-for-you

📹 15-20 min + 📄 ROI Calculator + 🎯 Soft CTA

Monte's Total Recording Time

~90 minutes

One afternoon. Everything else is automated.

Launch

4-Week Launch Checklist

Week 1: Setup

Create Skool account + group
Set pricing ($97/mo, $997/yr, 7-day trial)
Upload Module 1 + welcome video
Set up payments

Week 2: Content

Record Modules 2-6 (one afternoon)
Upload with weekly drip
Build community sections
Build PDFs/checklists (Sonny)

Week 3: Pre-Launch

Set up Skool automation (Sonny)
Create LinkedIn launch sequence
Set up referral program tracking
Notify network

Week 4: Go Live

Open enrollment
Launch across all channels
Run first free webinar
Begin direct HT outreach
Announce referral program to early members