Compass Strategic Plan & Long-Term Vision

Welcome to Compass’s strategic plan — a roadmap designed to scale adoption, unlock growth, and future-proof our SaaS platform. Our strategy spans Entry, Expansion, Early Adoption, and Long-Term Vision, each prioritized and color-coded by status.

Entry Strategy

📌 Launch with free strategic pilots to prove ROI quickly

Priority: P1
Status: Green
Purpose: Quickly demonstrate value through focused, no-risk engagements.

😀 Seamless upgrade to paid scalable tiers, based on success metrics

Priority: P2
Status: Green
Purpose: Convert successful pilots into recurring revenue with minimal friction.

Expansion

🧭 Land-and-expand: one use case → cross-functional scale

Priority: P0
Status: Yellow
Purpose: Start small and scale horizontally within client organizations.

📚 Leverage internal AI champions and agent template libraries to drive adoption

Priority: P2
Status: Green
Purpose: Activate in-house advocates with curated tools to maximize reach.

Long Term Vision

Priority: P3
Status: Green
Purpose: Foster a collaborative ecosystem that sustains itself.

🔌 Offer API and SaaS platform integrations

(e.g., Salesforce, SAP, ServiceNow)

Priority: Not explicitly set
Status: Not explicitly set
Purpose: Make Compass’s capabilities natively accessible within enterprise workflows.

Early Adoption

🎉 Onboarding 3–5 early adopters from internal digitalization teams and consulting units

Priority: P1
Status: Green
Purpose: Get internal validation and momentum through proven partner units.

📈 Increase number of paying customers by 10%

Priority: P0
Status: Red
Purpose: Convert traction into recurring revenue.

💠 Increase website visits by 5%

Priority: P0
Status: Yellow

🧲 Increase purchase conversion rate by 10%

Priority: P0
Status: Red

🎃 Reduce customer churn by 5%

Priority: P1
Status: Red

Priorities

Priority	Description
P0	Must-do, critical path
P1	High-value, near-term
P2	Strategic enabler
P3	Long-term investment

Status Key

Green = On track
Yellow = At risk or blocked
Red = Off track or needs immediate action

Compass Strategic Plan & Long-Term Vision ​

Entry Strategy ​

📌 Launch with free strategic pilots to prove ROI quickly ​

😀 Seamless upgrade to paid scalable tiers, based on success metrics ​

Expansion ​

🧭 Land-and-expand: one use case → cross-functional scale ​

📚 Leverage internal AI champions and agent template libraries to drive adoption ​

Long Term Vision ​

🌐 Build a community motion with reusable templates and knowledge sharing ​

🔌 Offer API and SaaS platform integrations ​

Early Adoption ​

🎉 Onboarding 3–5 early adopters from internal digitalization teams and consulting units ​

📈 Increase number of paying customers by 10% ​

💠 Increase website visits by 5% ​

🧲 Increase purchase conversion rate by 10% ​

🎃 Reduce customer churn by 5% ​

Priorities ​

Status Key ​