The Nomad AI Operator One‑Pager Kit

Duplicate this into your workspace. Fill every bracketed field once—no second tabs, no rabbit holes. Keep answers concrete and measurable.

Fields:

• Offer: [OFFER NAME] — [ONE‑LINE OUTCOME]
• ICP: [PRIMARY CUSTOMER], [FIRMOGRAPHICS], [PAIN/USE CASE]
• Pricing & Margin: [MONTHLY PRICE USD], [ONE‑TIME FEE USD], [TARGET DELIVERY MARGIN % (50–65% agency; 75–85% SaaS)]
• Scope Guardrails: [WHAT’S INCLUDED], [WHAT’S NOT], [TURNAROUND SLOA]
• Acquisition Model: [PRIMARY CHANNEL], [SECONDARY], [TOP‑OF‑FUNNEL ASSET]
• CAC Model: [EXPECTED CAC USD], [LEAD→SQL %], [SQL→WIN %]
• Minimal Self‑Serve (TTV < 5 min): [SELF‑SERVE STARTER LINK/ASSET], [WHAT USER SEES IN <5 MIN]
• QA Wall: [LLM‑AS‑JUDGE ENABLED? yes/no], [WEEKLY GOLDEN‑SET DAY], [HUMAN SAMPLING % (5–10%)]
• Moat: [DATA], [PROCESS/IP], [INTEGRATIONS/AUDIENCE]
• Delivery Workflow: [TOOLS], [OFFLINE‑TOLERANT FALLBACK], [ASYNC HANDOFF STEPS]
• KPI Cadence: [MONDAY REVIEW TIME LOCAL], [REVIEW OWNER], [ALERTS ROUTE (Slack/Email)]
• 90‑Day Milestones: M30—[OUTCOME], M60—[OUTCOME], M90—[OUTCOME]
• Lisbon Test: [PASS/FAIL], notes: [RISK + MITIGATION]
• Visa Run Revenue: [COMFORT MRR USD], next check: [DATE]

Copy block (paste into Notion):

# One‑Page Operator Plan — [BUSINESS NAME]

## Offer & ICP
- Offer: [OFFER NAME] — [ONE‑LINE OUTCOME]
- ICP: [TITLE/INDUSTRY], [COMPANY SIZE], [CORE PAIN]

## Pricing & Unit Economics
- Price: $[MONTHLY PRICE] / mo (+ $[ONETIME] setup)
- Target Delivery Margin: [TARGET %]
- Baseline CAC: $[CAC]
- Expected Retention: [MONTHS]
- LTV:CAC Default Goal: > 3.0
- CAC Payback Goal: ≤ 12 months

## Acquisition → Activation
- Channels: [PRIMARY], [SECONDARY]
- 5‑Minute Self‑Serve: [LINK] — User sees [TANGIBLE RESULT] in <5 min
- Activation Instrumentation: [EVENTS/GOALS]

## QA Wall
- LLM‑as‑Judge: [ON/OFF]
- Golden‑Set Replay: [WEEKDAY]
- Human Sample: [X%] of [HIGH‑IMPACT TASKS]

## Delivery Workflow (Offline‑tolerant)
- Stack: [TOOLS]
- Fallbacks: [OFFLINE STEPS]
- Handoffs: [ASYNC CHECKLIST]

## Moat
- Data: [PROPRIETARY/ACCUMULATING]
- Process/IP: [NAMED METHOD]
- Integrations/Audience: [LOCK‑IN SURFACE]

## 90‑Day Outcomes
- M30: [OUTCOME]
- M60: [OUTCOME]
- M90: [OUTCOME]

## Cadence & Ownership
- Monday KPI Review: [TIMEZONE TIME] on mobile — Owner: [NAME]
- Alerts: [SLACK/EMAIL] → [CHANNEL]

## Lisbon Test & Visa Run Revenue
- Lisbon Test: [PASS/FAIL] — Risks: [NOTES]
- Comfort MRR: $[COMFORT_MRR]
- Next Visa Check: [DATE]

Use these quick constraints to avoid brittle plans while you travel.

Pass if all are true:

• Mobile‑first: I can review KPIs and QA scores on my phone in < 3 minutes. [PASS/FAIL]
• Offline‑tolerant: Critical delivery steps have a no‑Wi‑Fi fallback. List: [FALLBACK 1], [FALLBACK 2]. [PASS/FAIL]
• Async‑clean: All handoffs have an owner, a due time, and a definition of done. [PASS/FAIL]
• Cost‑steady: Tool + infra spend ≤ [X%] of MRR with alerts on spikes. [PASS/FAIL]
• Single source: One Notion page links everything needed to run the week. [PASS/FAIL]

If any fail, add a mitigation in the canvas before moving on.

Answer the fields, then compute your comfort MRR to cover living + travel buffers.

Inputs:

• Base City: [CITY]
• Monthly Living Cost (housing/food/transport): $[BASE_COST]
• Cowork/Connectivity: $[COWORK_WIFI]
• Tools/Infra (AI/API/Workspace): $[TOOLS_COST]
• Visa Run Frequency: every [N] months
• Average Visa Run Cost (flights + 5 days lodging): $[VISA_RUN_COST]
• Buffer: [BUFFER %] (recommend 20%)

Outputs:

• Monthly Visa Run Amortization: = $[VISA_RUN_COST] / [N]
• Comfort MRR: = ([BASE_COST] + [COWORK_WIFI] + [TOOLS_COST] + ([VISA_RUN_COST]/[N])) × (1 + [BUFFER %])

Paste this into your Notion canvas and your Sheet. Example formula (Sheets):

=ROUND( (B2+B3+B4+(B5/B6))*(1+B7), 0 )

Where: B2=Base Cost, B3=Cowork, B4=Tools, B5=Visa Run Cost, B6=Months Between Runs, B7=Buffer %.

Target defaults you can override:

• LTV:CAC goal: > 3.0
• CAC payback goal: ≤ 12 months
• Delivery margin: 50–65% (AI‑assisted agency) or 75–85% (pure self‑serve SaaS)
• Self‑serve time‑to‑value: < 5 minutes to a tangible preview
• QA wall: LLM‑judge on 100% of jobs + weekly golden‑set replay + 5–10% human sampling of high‑impact work

Note: Treat these as guardrails for weekly course‑correction, not annual targets.

Block 12 minutes every Monday. Open the Dashboard tab on your phone.

Prompts:

1. Are we above/below Comfort MRR? If below, what one lever moves this by Friday? [ACTION]
2. LTV:CAC this month and trend vs. last month? [VALUE] → If <3, cut spend, fix conversion, or raise price.
3. CAC payback months? [VALUE] → If >12, reduce CAC or increase gross profit per customer.
4. QA pass rate last week? [VALUE%] → If <90%, fix the failing prompt/runbook before new spend.
5. Self‑serve TTV p50? [VALUE MINUTES] → If >5, remove one step or front‑load a demo result.
6. Runway months at current burn? [VALUE] → If <6, freeze non‑critical spend this week.
7. One risk flagged (stack, people, travel) and the mitigation due date. [RISK → DATE]

End with one commitment for the week. Log it in the Sheet under Notes.

Create a Google Sheet with these tabs. Copy the columns and formulas as written; tweak yellow cells only.

1. Dashboard (read‑only from other tabs)

• Cells (yellow = input):
  • Comfort MRR (from Visa tab)
  • Current MRR (from Clients)
  • LTV:CAC (from KPIs)
  • CAC Payback Months (from KPIs)
  • Delivery Margin % (from Costs/Clients)
  • QA Pass % (from QA & Eval)
  • TTV p50 min (from KPIs)
  • Runway Months (from Runway)
• Traffic lights (conditional formatting):
  • LTV:CAC: red < 2.5, yellow 2.5–3.0, green > 3.0
  • Payback: red > 12, yellow 10–12, green < 10
  • Margin: red < 50%, yellow 50–60%, green > 60% (agency); swap to 75/80/85 for SaaS

2. KPIs — Weekly

• Columns: Week Start | Leads | Spend ($) | CAC ($) | SQLs | Wins | New MRR ($) | Churned MRR ($) | Net New MRR ($) | Avg Gross Profit/Customer/mo ($) | LTV ($) | LTV:CAC | CAC Payback (months) | TTV p50 (min) | QA Pass % | API Spend ($) | Notes
• Sample formulas:

Net New MRR = New MRR - Churned MRR
LTV = Avg Gross Profit/Customer/mo * Expected Retention (months)
LTV:CAC = LTV / CAC
CAC Payback = CAC / Avg Gross Profit/Customer/mo

3. Clients & Plans

• Columns: Client | Plan | Start | Monthly Price ($) | Monthly COGS ($) | Delivery Margin % | Expected Retention (mo) | Notes
• Formulas:

Delivery Margin % = (Price - COGS) / Price
Gross Profit/mo = Price - COGS

4. CAC & Channels

• Columns: Week Start | Channel | Spend ($) | Leads | SQLs | Wins | CAC ($) | SQL Rate % | Win Rate % | Payback (mo)
• Formulas:

CAC = Spend / Wins
SQL Rate % = SQLs / Leads
Win Rate % = Wins / SQLs
Payback (mo) = CAC / Avg Gross Profit/Customer/mo (link from KPIs)

5. Costs & COGS

• Columns: Item | Type [Tool/Infra/Labor/Other] | Qty | Unit $/mo | Total $/mo | Client‑specific? [yes/no]
• Notes: Track AI/API costs weekly (OpenAI, vector DB, monitoring). Assign client‑specific costs to Clients & Plans.

6. QA & Eval

• Columns: Week Start | Jobs Scored (#) | LLM‑Judge Pass % | Human Sample % | Golden‑Set Replayed? [yes/no] | CSAT % | Notes

7. Runway

• Columns: Cash on Hand ($) | Monthly Revenue ($) | Monthly Expenses ($) | Net Burn ($) | Runway (months) | Out‑of‑Cash Date
• Formulas:

Net Burn = Expenses - Revenue
Runway (months) = IF(Net Burn<=0, 99, Cash on Hand / Net Burn)
Out‑of‑Cash Date = EDATE(TODAY(), Runway)

8. Visa Run Calculator

• Columns: Base Cost ($) | Cowork/Wi‑Fi ($) | Tools/Infra ($) | Visa Run Cost ($) | Months Between Runs | Buffer % | Comfort MRR ($)
• Formula:

Comfort MRR = ROUND( (Base + Cowork + Tools + (Visa/Months))* (1+Buffer), 0 )

9. Glossary & Defaults

• LTV:CAC goal (>3), Payback goal (≤12 mo), Delivery Margin targets (see above), QA wall policy, TTV target (<5 min).

Make the outcome impossible to miss.

• Self‑serve asset: [LINK TO TEMPLATE/DEMO]
• In‑browser preview shows: [CONCRETE RESULT] in < 5 min
• Minimal steps:
  1. [CLICK] → 2) [PASTE] → 3) [SEE RESULT]
• Instrumentation: [EVENT NAME] fired when user sees result; owner reviews every Monday.

If you sell services, treat this as a “no‑meeting starter” (template, checklist, demo run) that creates momentum before a call.

Use this to standardize quality without bloating cost.

Policy defaults:

• LLM‑as‑Judge on 100% of jobs → store score + rationale
• Golden‑Set Replay weekly on [DAY]
• Human Sampling [5–10%] of high‑impact work (e.g., final posts, critical routing rules)
• Escalation SLA: [HOURS]
• QA Owner: [NAME]
• Pass Thresholds: [THRESHOLD BY TASK]

Scorecard fields (copy to QA & Eval tab): Week | Job Type | LLM Score | Human Pass? | Error Class | Fix Owner | Fix Date

Fill the blocks below now. Keep each milestone a shipped outcome, not a task list.

• M30 Outcome: [LIVE ASSET/RESULT]
• M60 Outcome: [MEASURABLE SHIFT]
• M90 Outcome: [DEFENSIBLE RESULT + METRIC]

Examples:

• M30: “Ship 3 pillar posts + 1 public template”
• M60: “Rank top‑20 for 3 target terms; win 2 inbound retainers”
• M90: “Rank top‑10 for 1 term; NRR ≥ 100%”

Offer: 8 SEO articles + 12 social repurposes + 1 email brief/mo

Pricing & Margin:

• Price: $5,000/mo (+$2,000 setup)
• Delivery labor budget: $1,750 (35 hrs × $50)
• AI/API + tools: $150 | Workspace seats: $60 | Contingency 10%
• Delivery Margin ≈ 58% (target 55–60%)

Acquisition & CAC:

• Channels: LinkedIn + SEO
• CAC model: $1,800 blended → LTV target $5,000+ gross profit × 6 mo = $30,000; LTV:CAC ≈ 16.7
• Payback: $1,800 / $2,100 gross profit/mo ≈ 0.86 months

Self‑Serve (TTV < 5 min):

• Public Notion “Lead Magnet Kit”—paste your topic → auto‑draft outline emailed in minutes

QA Wall:

• LLM‑judge pass goal ≥ 90%; 5–10% human spot check

90‑Day:

• M30: 3 pillar posts + 1 template live
• M60: Top‑20 for 3 terms
• M90: Top‑10 for 1 term; NRR ≥ 100%

Offer: Lifecycle stages, lead routing, hygiene alerts, renewal risk flags (15–25 senior hrs/mo)

Pricing & Margin:

• Price: $5,500/mo (3‑month min) + $3,500 audit
• Senior ops cost: $2,400 | Tools: $200 | Contingency 10%
• Delivery Margin ≈ 52–58%

Acquisition & CAC:

• Channels: Founder network + partner referrals
• CAC model: $3,500 audit offsets acquisition; payback trend < 12 months via upsell/retention

Self‑Serve (TTV < 5 min):

• “Routing Rules Simulator” spreadsheet → paste leads → see stage + owner instantly

QA Wall:

• Monthly golden‑set replays of routing; 5–10% human sampling on critical changes

90‑Day:

• M30: Routing + lifecycle implemented
• M60: Hygiene SLA live
• M90: Renewal risk model v1; NRR ≥ 100%

Offer: AI agent for top intents + escalation workflows; weekly evaluations

Pricing & Margin:

• Enablement: $3,000 setup + $3,000/mo
• Pass‑through usage: $0.99 per confirmed AI resolution
• Operator time: $1,500 | Infra: $250 | QA: 5 hrs/wk → Delivery Margin ≈ 50–60%

KPIs:

• Autonomous resolution rate target: 50–70% on covered intents (varies with docs/coverage)
• CSAT parity with human baseline; cost/issue ≤ baseline by ≥ 40%

Self‑Serve (TTV < 5 min):

• “FAQ → Answer” demo: paste 5 FAQs, see proposed answers + confidence

QA Wall:

• Per‑ticket LLM judge + weekly golden‑set replay + 5–10% human sampling

90‑Day:

• M30: Top‑5 intents automated
• M60: Expand to voice/email
• M90: Cover 70–80% inbound categories; opex reduction documented

Keep it specific and short.

• Data: [WHAT YOU COLLECT/OWN AT SCALE] (e.g., labeled support transcripts, evaluated prompts)
• Process/IP: [NAMED METHOD OR PLAYBOOK] (e.g., “Three‑Layer QA Wall” with benchmarks)
• Integrations/Audience: [HARD‑TO‑REPLICATE SURFACE] (e.g., native CRM package + newsletter)

Write one sentence for each that would make a competitor say “that’ll take time.”

Paste this block into your Sheet’s Glossary so everyone plays the same game.

• LTV:CAC: Lifetime value divided by cost to acquire. Goal > 3.
• CAC Payback (months): CAC ÷ Avg gross profit per customer per month. Goal ≤ 12.
• Delivery Margin %: (Revenue − COGS) ÷ Revenue.
• TTV (Time‑to‑Value): Minutes to first tangible outcome in self‑serve starter. Goal < 5.
• QA Pass %: Jobs at/above threshold ÷ jobs scored.
• Runway (months): Cash on hand ÷ monthly net burn (if burn > 0).