Peach Pilot Internal plan View original GTM scheme
60-day GTM operating plan · July 21–September 18

Earn proof.
Build trust.
Win the right agency.

Make Safe Life referenceable, learn alongside the agent community, and use warm relationships to turn real evidence into Peach Pilot’s first repeatable agency motion.

3
Strong agency leads
Qualified problem, decision path, and dated next step.
1
Agency beginning onboarding
Accepted pilot, owner, cohort, start date, and prerequisites.
Referenceable
Safe Life product proof
Real repeat use and permissioned evidence—not “we went live.”
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 scheme
What 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 dependencyInternal ownerDueSafe fallback
Safe Life agent accessTylerJuly 22If Mike cannot provide access, use only permissioned calls and report referenceability as Unknown.
Five warm-introduction requestsMarioJuly 24Record the actual relationship count; do not relabel cold names as warm introductions.
Product blocker ownershipTylerJuly 22Aaron names the owner; an unowned trust-critical blocker keeps referenceability blocked.
Claim and incentive reviewerMarioBefore external useUntil a qualified insurance legal/compliance reviewer approves it, the item stays internal and unpromised.
Canonical field recordsJosephJuly 22The 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.

MeasureExact meaningWeekly targetDay 60OwnerSource
Feedback sessionsStructured review of a recent real agent workflow.212+TylerEvidence log
Repeat independent usersAgent completes the core flow on separate real cases without teammate control.Inspect3+TylerAnalytics + observation
Reference-willing usersPerson agrees to a quote, named validation, or reference call.Inspect2 agents or 1 leaderTylerEvidence log
Critical trust blockersOpen issue that makes a core result unsafe or untrustworthy.0 older than 7d0 openTyler + productLinear
Proof artifactsPermissioned claim with concrete supporting evidence.1+JosephEvidence log
Meaningful agent conversationsAgent shares a real problem, example, workaround, or introduction.525+TylerCommunity log
Validated pain themesProblem supported by five independent signals or observed examples.Inspect3TylerCommunity log
Agent-to-agent interactionsOne agent substantively helps, challenges, or follows up with another.3 by Day 3010+JosephCommunity log
Founding personalitiesCredible person with fit, relationship path, and interest recorded.Inspect2–5MarioRelationship map
Warm introductionsA named connector introduces Peach Pilot to a target agency.13+MarioPipeline ledger
Strong agency leadsLead meets all four qualification conditions.Inspect3TylerPipeline ledger
Agency onboarding begunAccepted pilot with owner, cohort, date, and prerequisites.1Tyler + MarioPipeline ledger
Evidence-producing testsHypothesis, window, behavior, result, and go/change/stop decision.1 / 2 weeks4TylerDecision 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.

Monday

Choose the proof

Review scorecard and pipeline. Name one uncertainty, one test, and one commercial next step.

Wednesday

Inspect reality

Review use, agent conversations, and agency next steps. Remove blockers and stop low-signal work.

Friday

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.

1
No sensitive customer data in GTM systemsPolicyholder health, banking, SSN, and other PII stay out of community, evidence, and pipeline logs.
2
No unsupported customer proofNames, quotes, results, and case-study claims require evidence and permission.
3
No revenue-share promise yetLegal, licensing, contracting, collection, and unit economics must be reviewed first.
4
No empty community theaterIf only employees create interaction, partner or return to one-to-one learning.
5
No broad outbound before referenceabilityDo not amplify a message the product cannot yet support credibly.
6
No automation before repetitionIf the burden cannot be measured, the task has not earned a system yet.