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HomePortfolioBusiness StrategyWC360 – Business Strateg...

WC360 – Business Strategy

Objective:
Position WC360 as the leading EOS®-based coaching platform for financial advisors and business leaders in North America.

Core Pillars
1. Community Growth: Build a strong membership platform (100+ members by 2025; 1,000+ in 3 years).
2. Actionable Content: Deliver bite-sized video lessons, tools, and workshops that drive quick results.
3. Founder Authority: Leverage Bill Gerard’s 25+ years of EOS® and coaching expertise to grow trust and visibility.

Short-Term Goals (3–6 months)
1. Launch community and e-course platform
2. Run targeted Meta, Google, and TikTok ad campaigns
3. Implement automated email nurture and CRM workflows

Long-Term Goals (1–3 years)
1. Scale membership and MRR
2. Expand into corporate partnerships, coaching, and signature events
3. Build national reputation as the go-to EOS® resource for advisors

Marketing Focus
1. Paid ads and email marketing to drive sign-ups
2. Weekly organic content on LinkedIn, Instagram, TikTok, and YouTube
3. Referral and partnership programs with financial associations

Key Metrics
1. Community sign-ups & retention
2. Monthly recurring revenue
3. Campaign ROI & website traffic

Tagline:
“Run a Better Business—One Short Lesson at a Time.”

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Clarity. Creativity. Conversion.

Book your call now—I’ll help you shape a vision that connects, converts, and scales.

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Blaine McKenzie

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