CrelligentAdmin

Diagnostic Engine

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System Admin
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Knowledge Base

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Legal

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Crelligent — Phased Company-Building Plan

Date: February 16, 2026


Phase 0: Foundations (Month 0–1)

Objective: Set up the legal, financial, and operational infrastructure. Nothing customer-facing yet — just the scaffolding.

Team

  • You (Founder) — solo

Actions

#ActionDetailDone When
1Register the businessBusiness name (Crelligent), CAC registration, TINCertificate in hand
2Open business bank accountDedicated account, separate from personalAccount active
3Set up domain & emailcrelligent.com, hello@crelligent.com, Google WorkspaceSending/receiving email
4Deploy crelligent-appPush current Next.js site to Vercel productionSite live at crelligent.com
5Set up financial trackingSpreadsheet or Wave/Zoho for invoicing + expensesFirst invoice template ready
6Draft contract templatesMSA (Master Service Agreement), SOW template, NDATemplates reviewed, ready to send
7Set up project toolsSlack (client comms), Linear or Notion (task tracking), Google Drive (docs)Tools configured
8Build freelancer shortlistIdentify 2–3 candidates per role (dev, design, content)Shortlist with rates documented
9Create proposal templatesFoundry, Edge, Enterprise proposals ready to customize✅ Done
10Set up social accountsLinkedIn (company page), X/Twitter, personal LinkedIn strategyAccounts live

Financials

ItemEstimated Cost
CAC Registration₦15,000–₦30,000
Domain + Google Workspace (annual)$80–$150
Hosting (Vercel free/pro)$0–$20/mo
Tools (Slack free, Linear free, etc.)$0
Total Phase 0~$100–$200 + registration

Progression Criteria → Phase 1

  • Business registered
  • Website live
  • Contracts and proposals ready
  • Freelancer bench identified
  • First piece of content published

Phase 1: Solo + Freelancers (Month 1–6)

Objective: Land your first 3 paying clients, deliver excellently, and build proof. Revenue funds everything.

Team

RoleWhoCost
FounderYouCovers all leadership: sales, architecture, delivery, marketing
Freelance DeveloperOn-demand, per projectBuilt into project pricing
Freelance DesignerOn-demand, per projectBuilt into project pricing
Freelance Content WriterMonthly retainer$300–$800/mo
Virtual AssistantMonthly retainer$500–$1,000/mo
BookkeeperMonthly retainer$300–$500/mo

Operating Model

Your Weekly Rhythm:

DayBlock 1 (Morning)Block 2 (Afternoon)
MonPublish Foundry content (X + LinkedIn)Sales outreach, follow-ups
TueClient delivery workFreelancer check-ins, code/design review
WedPublish Edge content (LinkedIn)Architecture, system design
ThuClient delivery workProposals, invoicing, admin
FriPublish Enterprise content (LinkedIn)Discovery calls, pipeline review
SatPlatform development (VeloDesk/BI Suite)Strategy, learning

How You Deliver an Engagement:

1. Win the deal → You run discovery, scope, and proposal
2. Design the system → You produce the system architecture
3. Brief freelancers → Clear specs, acceptance criteria, timeline
4. Freelancers execute → Dev builds, designer designs
5. You QA everything → Architecture compliance, quality check
6. You deliver to client → Presentation, handoff, documentation
7. Collect final payment → Invoice, follow-up, testimonial ask

Revenue Targets

VerticalTargetActivity
Foundry2 Starter engagements ($5K each)VeloDesk outreach, X/LinkedIn content
Enterprise1 Diagnostic ($50K)Direct executive outreach, referrals
Edge0 (pipeline building)ABM research, white paper, relationship building

Phase 1 Revenue Target: $60K in 6 months

Monthly Financial Targets

MonthRevenue TargetOverheadNet
Month 1$0 (setup)$1,000−$1,000
Month 2$0 (pipeline building)$1,500−$1,500
Month 3$5,000 (1st Foundry Starter)$3,000+$2,000
Month 4$5,000 (2nd Foundry Starter)$3,500+$1,500
Month 5$25,000 (Enterprise Diagnostic 50%)$5,000+$20,000
Month 6$25,000 (Enterprise Diagnostic 50%)$5,000+$20,000

Key Milestones

MilestoneTarget Month
First content publishedMonth 1
First VeloDesk sign-upMonth 1
First discovery call bookedMonth 2
First signed contractMonth 3
First project deliveredMonth 4
First testimonial / case studyMonth 4
3 clients servedMonth 6

Key Risks

RiskMitigation
No leads in first 2 monthsDirect outreach + personal network activation
Freelancer quality issuesVet with paid test project before real engagement
Scope creep on first projectsIron-clad SOW with change order process
Burnout (doing everything)Strict weekly rhythm, VA handles admin

Progression Criteria → Phase 2

  • 3+ clients delivered successfully
  • Revenue consistently > $8K/month
  • 2+ testimonials or case studies
  • Repeat client or referral received
  • Delivery process proven and documented

Phase 2: First Hires (Month 6–12)

Objective: Hire your first 3–4 full-time people to free you from execution so you can focus on sales and architecture.

Team

RoleTypeTrigger to Hire
FounderFull-timeStill covers CEO, Sales, Architecture
Full-Stack DeveloperFull-time hire #12+ concurrent projects
Content StrategistFull-time hire #2Revenue > $10K/mo consistently
Project ManagerFull-time hire #33+ active engagements
UX/UI DesignerFull-time hire #4Design needs constant (every project)
FreelancersOn-demandEmbedded eng, data, overflow
VA + BookkeeperRetainedContinue

Operating Model Shift

Before (Phase 1)After (Phase 2)
You write all contentContent Strategist runs the calendar
You manage freelancersPM manages delivery and timelines
You build + review codeFull-Stack Dev builds, you review architecture only
You design everythingDesigner produces all assets
You do everythingYou sell and architect

Your new role: Founder = Chief Architect + Chief Revenue Officer

Revenue Targets

VerticalTargetActivity
Foundry2 Growth engagements ($15K each)Scaled content, VeloDesk PLG
Enterprise1 Full ESRE™ ($150K–$250K)From Diagnostic upsell or new
Edge1 Pilot ($25K–$50K)First ABM conversion

Phase 2 Revenue Target: $100K–$150K in 6 months

Org Chart

Founder / CEO
├── Full-Stack Developer
├── UX/UI Designer
├── Content Strategist
├── Project Manager
├── Freelancer bench (on demand)
└── External: VA, Bookkeeper

Key Milestones

MilestoneTarget Month
First full-time hire onboardedMonth 7
First engagement PM'd by someone elseMonth 8
Content running without founder writingMonth 9
First Edge pilot signedMonth 10
Revenue > $20K/moMonth 10
ESRE™ engagement activeMonth 12

Progression Criteria → Phase 3

  • Team of 5+ full-time
  • Revenue consistently > $25K/month
  • All 3 verticals have at least 1 active client
  • Founder spending 70%+ time on sales + architecture (not execution)
  • At least 1 platform generating sign-ups organically

Phase 3: Scale (Month 12–24)

Objective: Build the real company. Dedicated Vertical Leads, Head of departments, platform growth.

New Hires

RoleTrigger
Vertical Lead, FoundryFoundry doing 3+ engagements/quarter
Vertical Lead, EnterpriseESRE™ pipeline active
BDR / Sales RepPipeline > 10 warm leads/month
Embedded Engineer (full-time)2+ concurrent Edge pilots
Head of ProductPlatform MRR > $5K/mo
Data EngineerAnalytics demand across 3+ clients
Second Full-Stack DevEngineering backlog > 1 sprint ahead
DevOps EngineerProduction fleet or multi-platform ops

Org Chart

Founder / CEO
├── Vertical Lead, Foundry ──── BDR (Foundry)
├── Vertical Lead, Enterprise ── Solutions Architect
├── Head of Product ──────────── PM (VeloDesk), PM (BI Suite), PM (MarketPulse)
├── Head of Engineering ──────── Devs, Embedded, DevOps, Data, UX
├── CMO ──────────────────────── Content, Social
├── COO ──────────────────────── PM, Admin
├── Finance Manager
└── People Lead

Revenue Targets

  • Target: $50K–$100K/month
  • Team: 15–28 full-time + freelancers
  • All 3 BUs active with dedicated Vertical Leads
  • Platforms generating organic leads and SaaS revenue

Phase Summary

PhaseTimelineTeamRevenueFounder Focus
0Month 0–1Solo$0Setup, foundations
1Month 1–6Solo + freelancers$60K totalEverything
2Month 6–125 full-time + freelancers$100K–$150K totalSales + Architecture
3Month 12–2415–28 people$50K–$100K/moCEO — strategy + relationships