3
Strong agency leads
Qualified problem, decision path, and dated next step.
01 · Original + execution
The original scheme and what we are building now.
The original GTM scheme remains intact. This 60-day plan sits beside it as the execution layer for the dependency the July 21 meeting made clear: Peach Pilot first needs proof people trust, a community that teaches us, and a warm path to the first agency win.
An execution layer, not a rewritten history.
The original plan records the broader GTM machine. This plan makes the next 60 days runnable. Meeting decisions are fixed direction, numerical thresholds are testable defaults, and deliberate hypotheses stay visible, owned, and dated.
Original GTM scheme
Build the machine, then scale attention.
Buy lists, add tools, increase posting and outreach, and optimize toward 1,000 individual-agent users.
Open the original schemeWhat we are building now
Earn evidence, trust, and one agency at a time.
Prove the product at Safe Life, participate where agents already gather, and run a focused warm agency pipeline in parallel.
02 · Operating model
Three tracks. One learning loop.
Product use creates proof. Community participation exposes real problems and language. Warm agency conversations test whether that proof matters commercially.
01
Product proof
Make Safe Life referenceable through observed use, repeat behavior, resolved trust blockers, and permissioned evidence.
- Owner: Tyler
- Five intended-user feedback sessions
- Three repeat independent users
- One measurable proof artifact
02
Community learning
Join real agent conversations, identify repeated pains and trusted voices, then invite the right people to critique rough experiments.
- Owner: Tyler
- Validate five candidate communities
- Twenty-five meaningful conversations
- Validate three repeated pain themes
03
Warm agency pipeline
Use Mike and existing relationships to create near-term opportunities while the broader trust engine develops.
- Owner: Tyler
- Mario opens executive relationships
- Three qualified leads
- One onboarding begins
A name is not a strong lead.
It needs a decision-maker, a confirmed problem, access to the buying decision, and a mutually accepted dated next step.
A launch is not referenceability.
It needs repeated independent use, credible evidence, a willing reference, and no unresolved critical trust blocker.
Followers are not a community.
Members must return, exchange useful information, and help one another without Peach Pilot manufacturing every interaction.
One buyer class. Two segment hypotheses.
The buyer is an upline or agency owner. The first five warm-introduction requests test the July 21 candidate—an owner-led 5–49-agent downline—against the July 1 priority—an owner-led 50–500-agent IMO/FMO. Target three ICP-A and two ICP-B when relationships permit, then compare access, urgency, cohort feasibility, and acceptance of a dated next step by August 3.
03 · Product gate
“Safe Life is live” is not enough.
Broad promotion waits until the product can survive a credible reference conversation. These are proposed working thresholds so the team can inspect reality instead of debating adjectives.
Referenceability gate
All five signals must be true.
If the evidence does not clear this bar, the honest GTM action is product learning—not louder promotion.
1
Five intended-user feedback sessionsEach is grounded in a recent real workflow.
2
Three agents repeat the core flow independentlyReal cases, separate occasions, no teammate driving.
3
Two agents or one Safe Life leader will reference usQuote, named validation, or conversation with a prospective agency.
4
One measurable proof artifactTime saved, bad-fit submission avoided, or decision made clearer.
5
Zero unresolved critical trust blockersThe core result is safe and dependable enough to stand behind.
04 · Field kit
The work is runnable without guessing.
The plan uses recent real work, keeps observation separate from interpretation, records evidence that disproves the thesis, and blocks external claims until permission and compliance review are explicit.
Ask about the last real event.
Have the agent show the tools and steps they actually used. Hypothetical preferences and compliments do not count as behavioral evidence.
Separate fact from meaning.
Every record keeps observed behavior, the participant’s exact words, and the observer’s interpretation in different fields.
Reconcile every Friday.
Tyler and Joseph remove duplicates, inspect contradictions, and make a go, change, or stop decision. Disputed evidence stays yellow and internal.
| Day-1 dependency | Internal owner | Due | Safe fallback |
|---|---|---|---|
| Safe Life agent access | Tyler | July 22 | If Mike cannot provide access, use only permissioned calls and report referenceability as Unknown. |
| Five warm-introduction requests | Mario | July 24 | Record the actual relationship count; do not relabel cold names as warm introductions. |
| Product blocker ownership | Tyler | July 22 | Aaron names the owner; an unowned trust-critical blocker keeps referenceability blocked. |
| Claim and incentive reviewer | Mario | Before external use | Until a qualified insurance legal/compliance reviewer approves it, the item stays internal and unpromised. |
| Canonical field records | Joseph | July 22 | The files were created and schema-checked July 21; no unlogged signal counts. |
The no-pitch community promise.
Ask active agents to walk through one recent problem for no more than 20 minutes. No client data, recruiting spam, or unsolicited product pitch. Peach Pilot returns useful patterns instead of harvesting stories. Start by validating Safe Life’s coaching Discord, r/InsuranceAgent, Insurance Forums’ Life Insurance Forum, Life Insurance Agents Success Network, and AgencyQuorum.
External-use gate
No evidence, permission, and review? It stays internal.
Mario is the business approver. A qualified insurance legal/compliance reviewer must be named before any testimonial, incentive, referral term, production-share discussion, or performance claim goes outside Peach Pilot.
1
Substantiate the exact claimAudience, evidence source, scope, retest date, and owner are recorded.
2
Separate every permissionRetention, attribution, quotation, compensation, and revocation are not one blanket checkbox.
3
Clear the actual legal pathAdvertising, testimonial, licensing, commission sharing, anti-rebating, outreach, privacy, and carrier-contract checks match the state and channel.
Evidence log
Sessions, observed signals, claims, permissions, and disconfirming evidence.
Community log
Surfaces, conversations, participation rules, and agent-to-agent interactions.
Field instructions
Counting rules, privacy rules, exact schemas, and de-identified filled examples.
05 · 60-day sequence
Each phase earns the next.
No community build, automation, or scale step happens merely because the calendar advanced. Every phase has a proof signal and a failure response.
July 21–August 3
Establish truth
Decision at Day 14Do we understand product readiness, community terrain, and the first warm opportunities well enough to run focused tests?
Run the Safe Life referenceability auditTyler
Five sessions logged; repeat-use and blocker evidence summarized. Mike is consulted when useful.
Define the core Right Quote proof eventTyler + Aaron
Due July 24 · One observable behavior and its evidence source documented.
Validate five candidate communitiesTyler + Joseph
Due July 27 · Norms, trusted voices, recurring pains, and access path recorded.
Conduct ten agent conversationsTyler
Notes capture concrete examples and workarounds—not generic opinions.
Request five warm introductionsTyler + Mario
Due July 24 · Test both ICP variants and log the actual relationship mix.
Activate the field logsJoseph
Due July 22 · Files already exist; confirm access and use the required schema.
Pass signalClear referenceability gaps, three repeated pain themes, and one accepted warm introduction.
Failure responseNarrow the ICP and product question before creating more content or tooling.
August 4–17
Prove the wedge
Decision at Day 28Which community angle and product experiment have earned another month of investment?
Test three conversation formatsTyler + Joseph
At least one produces agent-to-agent discussion or unsolicited follow-up.
Validate three repeated problemsTyler
Each is backed by five independent signals or observed examples.
Identify five founding personalitiesMario + Tyler
Credibility, audience fit, relationship path, and likely incentive documented.
Run one narrow product experimentTyler + Aaron
Hypothesis, behavior, result, and go/change/stop decision recorded.
Advance three qualified agency leadsTyler + Mario
Every lead meets the definition or the model is revised.
Decide what not to automateAvi
Manual work stays manual until frequency and cost justify tooling.
Pass signalOne community wedge creates interaction, one experiment creates repeat interest, and agency next steps are dated.
Failure responsePartner with an existing trusted voice instead of launching an owned space.
August 18–September 1
Form the smallest trusted cohort
Decision at Day 43Is there enough trust and product value to formalize a community or pilot cohort?
Invite a qualified feedback cohortTyler
Members share the target experience and accept participation norms.
Run two structured sessionsTyler + Joseph
Members critique a real workflow and feedback changes decisions.
Produce the first proof artifactJoseph + Tyler
The claim is supported, permissioned, and useful in agency conversations. Mike may advise on field accuracy.
Draft the onboarding shapeTyler + Mario
Cohort, start date, responsibilities, support, and success are concrete.
Prototype only the required surfaceJoseph + Avi
Use existing tools unless their limitation has been demonstrated.
Pass signalMembers return, help one another, and proof advances at least one agency conversation.
Failure responseKeep the network distributed and continue one-to-one learning.
September 2–18
Convert evidence into a motion
Decision at Day 60What should Peach Pilot repeat, automate, stop, or fund for the next 90 days?
Begin onboarding one agencyTyler + Mario
Acceptance, owners, cohort, date, and prerequisites recorded.
Maintain three strong leadsTyler
Every lead remains qualified and has a dated next step.
Publish the Safe Life proof briefTyler + Joseph
Criteria are met and every external claim is approved. Mike may advise on Safe Life facts.
Decide community structureTyler + Mario
Owned, partnered, or distributed based on behavior and cost.
Select the first Hermes automationAvi
Repeated burden, expected saving, owner, and rollback documented.
Write the next 90-day planTyler
Scale only motions that produced evidence during this window.
Pass signalOne agency starts, three leads stay real, and a repeatable trust-to-pipeline loop is visible.
Failure responseDo not scale. Publish the learning, narrow the bet, and run another bounded proof.
06 · Operating scorecard
Measure evidence, not motion.
The PeachOS EOS scorecard and pipeline ledger remain canonical. These measures add the referenceability and community signals the 60-day plan needs.
| Measure | Exact meaning | Weekly target | Day 60 | Owner | Source |
|---|---|---|---|---|---|
| Feedback sessions | Structured review of a recent real agent workflow. | 2 | 12+ | Tyler | Evidence log |
| Repeat independent users | Agent completes the core flow on separate real cases without teammate control. | Inspect | 3+ | Tyler | Analytics + observation |
| Reference-willing users | Person agrees to a quote, named validation, or reference call. | Inspect | 2 agents or 1 leader | Tyler | Evidence log |
| Critical trust blockers | Open issue that makes a core result unsafe or untrustworthy. | 0 older than 7d | 0 open | Tyler + product | Linear |
| Proof artifacts | Permissioned claim with concrete supporting evidence. | — | 1+ | Joseph | Evidence log |
| Meaningful agent conversations | Agent shares a real problem, example, workaround, or introduction. | 5 | 25+ | Tyler | Community log |
| Validated pain themes | Problem supported by five independent signals or observed examples. | Inspect | 3 | Tyler | Community log |
| Agent-to-agent interactions | One agent substantively helps, challenges, or follows up with another. | 3 by Day 30 | 10+ | Joseph | Community log |
| Founding personalities | Credible person with fit, relationship path, and interest recorded. | Inspect | 2–5 | Mario | Relationship map |
| Warm introductions | A named connector introduces Peach Pilot to a target agency. | 1 | 3+ | Mario | Pipeline ledger |
| Strong agency leads | Lead meets all four qualification conditions. | Inspect | 3 | Tyler | Pipeline ledger |
| Agency onboarding begun | Accepted pilot with owner, cohort, date, and prerequisites. | — | 1 | Tyler + Mario | Pipeline ledger |
| Evidence-producing tests | Hypothesis, window, behavior, result, and go/change/stop decision. | 1 / 2 weeks | 4 | Tyler | Decision log |
Green · Evidence produced
Yellow · Activity, incomplete evidence
Red · Did not occur or disproved
Unknown · Source not checked
07 · Ownership
Accountability without making Tyler do everything.
Tyler owns the GTM result. Each teammate owns the contribution only they are positioned to make.
T
Tyler
Accountable owner
Safe Life learning, community fieldwork, agency qualification, scorecard, and GTM decisions.
M
Mario
Executive sponsor
Mike and agency relationships, potential founding personalities, and commercial decisions.
J
Joseph
Execution + assets
Publishing, proof packaging, community operations, materials, and follow-up support.
A
Avi
Tooling + evidence
Instrumentation and lightweight automation after a repeated need is proven.
A
Aaron
Product readiness
Product evidence, experiment design, and named ownership of trust-critical blockers.
M
Mike
Consultant
Advises on field context and Safe Life interpretation when asked. He owns no Peach Pilot deliverable.
Choose the proof
Review scorecard and pipeline. Name one uncertainty, one test, and one commercial next step.
Inspect reality
Review use, agent conversations, and agency next steps. Remove blockers and stop low-signal work.
Decide and report
Update sources of truth. Record what changed, what stopped, and what the evidence now supports.
08 · Decision register
Protect the difference between direction and possibility.
The meeting generated strong ideas. The plan only locks what was actually decided; everything else has an owner, evidence requirement, and decision date.
Locked direction
Tyler owns Customer Success + GTMHe is accountable for the plan and outcome.Confirmed
Three strong leads + one onboardingThe commercial result for this operating window.Confirmed
Referenceability before scaleSafe Life proof is a product behavior gate, not a launch announcement.Confirmed
Community-first learningEarn trust and customer intelligence before broad product promotion.Confirmed
Warm pipeline in parallelMike and existing relationships create the immediate agency path.Confirmed
Open decisions
First community wedgeTyler · Decide August 17 after three format tests.Testing
Owned, partnered, or distributed communityTyler + Mario · Decide September 18 from member behavior and cost.Open
Founding personalitiesMario · Qualify two to five by September 1.Open
First product experimentTyler + Avi · Select by August 10 with a stop condition.Testing
Revenue-share modelMario · No commitment before legal, licensing, collection, and economics review.Unvalidated
First Hermes automationAvi · Decide September 18 from measured manual burden.Open
09 · Guardrails
Move quickly without borrowing trust.
These conditions keep the motion honest, protect agents and customers, and prevent premature scale.
No sensitive customer data in GTM systemsPolicyholder health, banking, SSN, and other PII stay out of community, evidence, and pipeline logs.
No unsupported customer proofNames, quotes, results, and case-study claims require evidence and permission.
No revenue-share promise yetLegal, licensing, contracting, collection, and unit economics must be reviewed first.
No empty community theaterIf only employees create interaction, partner or return to one-to-one learning.
No broad outbound before referenceabilityDo not amplify a message the product cannot yet support credibly.
No automation before repetitionIf the burden cannot be measured, the task has not earned a system yet.