wiki/clients/current/exterior-renovations/2026-strategy-planning.md · 408 words · 2026-04-05
2026 Strategy Planning — Exterior Renovations
Overview
Exterior Renovations has requested a 2026 strategy and planning meeting, prompted in part by visible lead growth (258 → 303 YoY as of December). They want to understand how Asymmetric is contributing to that growth — specifically a breakdown of where time, money, and effort are being spent. Jason plans to bring in an additional shareholder (his boss) for the meeting, and they've expressed interest in coming into the office.
This is a co-development effort between Mark and Ben, with Ben presenting the final plan to Exterior as a training exercise in how Asymmetric runs client strategy engagements.
Context
- Client contact: Jason (+ additional shareholder TBD)
- Lead growth: 258 leads (Dec prior year) → 303 leads (Dec current year)
- Client sentiment: Positive, but growing curiosity about attribution — they want to understand what's driving the growth and how much of it is ours
- Risk level: Low, per Ben's read from the first meeting
"Their leads last year in December were 258, and this year they're 303. So I think they might be getting a little confident that they want to see how much of that is attributed to us."
— Ben San Fratello
Meeting Logistics
- Format: In-person at Asymmetric office (Jason's preference)
- Timing: Early 2026; February is open
- Early January not ideal for client
- Jason unavailable December 16–22
- Status: Not yet scheduled as of this meeting
Planned Deliverables
- Time & cost breakdown: Where Asymmetric is spending hours and budget on the Exterior account
- Lead attribution analysis: Connecting the 258 → 303 YoY lead growth to specific Asymmetric activities
- 2026 strategy presentation: Forward-looking plan to be presented by Ben
Internal Plan
| Task |
Owner |
Notes |
| Co-develop strategy and analysis |
Mark + Ben |
Training opportunity for Ben |
| Schedule meeting with Jason |
Ben |
Avoid Dec 16–22; target Feb |
| Present final plan to Exterior |
Ben |
Mark will support prep |
Action Items
- [ ] Schedule 2026 Exterior strategy session with Jason; avoid Dec 16–22, target February (@Ben San Fratello)
- [ ] Co-develop strategy analysis and time/cost breakdown with Mark (@Ben San Fratello)
- [ ] Co-develop strategy analysis and time/cost breakdown with Ben (@Mark Hope)