The Path from $2M to $10M

Securafy strategic plan & C-Suite portal · updated July 2026

$136,987
Total recurring / mo
$101,701
Managed MRR / mo
$35,286
ORR / mo
13
Clients
$0
Net-new MRR 2026
10–20
Appointments / mo target
$10M
Target by 2030

Where we areThe situation — honestly

⚠️ We dodged a bullet on July 1

None of the New Albany entities renewed their 5-year agreements. Because they did not give us 60 days' written notice before expiration, the agreements auto-renewed for one year. Had they not, Securafy would have been out of business — New Albany represents $90,558 of our $136,987 in total monthly recurring revenue (MRR + ORR), a 66% loss overnight. The root cause: we had stopped performing our quarterly vCIO Technology Business Reviews (TBRs) — which is exactly why restarting them is the #1 Rock.

The four-year goal is real and the math works — but only if we fix what's actually broken. The data says the problem is growth and concentration, not pricing.

Stalled

Flat growth

$0 net-new MRR added in 2026. The base is flat; the growth engine is off.

Off

No NRR engine

NRR ≈ $0 vs. a target of $20–30K/mo. No Technology Business Reviews = no project revenue.

Risk

Client concentration

Four New Albany accounts ≈ 67% of MRR. Two-thirds of the company rides on one relationship.

Capacity

Overloaded leadership

Rodney holds four seats (Integrator, Operations, vCIO, vCISO). The revenue engine can't run until we offload him.

Healthy

Pricing is NOT the problem

Blended managed AISP is $247/seat — squarely in the world-class $150–250 band. We are not underpriced.

Diagnosis

It's a new-logo problem

13 well-priced clients, none added this year. The fix is acquisition + diversification, not squeezing the base.

Failed 3×

SDRs cannot supply appointments

Two outsourced SDR firms, a six-month internal team, and 90 days of B2B Rocket — zero appointments. Gartner: AI is rapidly replacing SDRs in IT.

The answer

AI is the appointment engine

The Domain, Website, SharePoint and SecureScore scanners feed HubSpot to book 10–20 consults/month. Ric carries the BDR seat; +1 BDR per $25K of new MRR.

Next 90 daysQ3 2026 Company Rocks

Theme: Stop the leak, turn on the engine, LAND & EXPAND. Six Rocks, one owner each, reviewed weekly at the Level 10.

#RockOwnerDueStatus
1Finish the diagnostic sprintRandy + RodneyAug 153 of 7 done
2Restart the TBR / NRR engine + stand up the TAM (#1 priority)RodneySep 30On track
3Mission Control full cutoverBrandonAug 1On track
4Instrument & run the sales engine — NEW logosRicSep 30On track
5LAND & EXPAND — finish the 5 AI toolsRandySep 30On track
6Close out the pricing / small-account assessmentRodneyJul 31Largely done

LAND & EXPAND — the backdoor go-to-market: free AI assessments (cyber, domain, website, SharePoint, M365 SecureScore) get our foot in the door, convert prospects to clients, then move down the stack: vCISO-aaS → Compliance-aaS → MSSP → MSP.

The right structureAccountability chart — two divisions

Run on EOS. One person can hold several seats today; the plan offloads them as revenue grows. Full detail & graphics in the org & accountability charts (PPTX) and the accountability chart (Word).

Core MSP / MSSP + Compliance

Integrator: Rodney (COO)
vCIO + vCISO — Rodney (to be split & offloaded — #1 priority)
Technology Alignment Mgr — OPEN (to hire — feeds the vCIO)
Centralized Services — Reyes (M365/Azure)
Support Desk Manager — Brandon
Help Desk — Mission Control (outsourced; US queue for regulated clients)
Professional Services — Tom & Justin (onsite)
Design Desk — OPEN (to hire)

Securafy Digital Services

Visionary / Division head: Randy (CEO)
AI as a Service — Randy + Reyes (Azure)
SharePoint Design Services — Randy + Reyes (M365)
AI University — Randy
Website Design Services — Randy
Division Lead — future hire (so Randy isn't the bottleneck)

Sales — shared across both divisions

Reports to: Ric (CRO). The SDR seat is retired; AI now supplies appointments.
BDR — Ric (dual-hat) (quota $6,000/mo new MRR · +1 BDR per $25K of new MRR)
AI Appointment Engine — replaces the SDR (10–20 appointments/mo · Jillian owns the number)
Account Manager — renewals & expansion (no new-MRR quota)
Sales Manager — OPEN (future hire)

Also shared: Marketing (Jillian) · Finance (Randy → future hire). Offshore staff are walled off from CJIS/CMMC-regulated clients; US staff (+ Mission Control's US queue) cover those.

The numbers, live from AutoTaskClient MRR / ORR / AISP breakdown

13 clients · $101,701 managed MRR + $35,286 ORR · 412 seats · blended managed AISP $247/seat. ⚠️ = below the $1,800/mo floor.

ClientMRR/moORR/moTotal/moSeatsAISP
New Albany Country Club$37,937$10,288$48,225160$237
New Albany Company$14,219$14,144$28,36358$245
New Albany Realty$12,512$1,458$13,97032$391
Jay-Em Aerospace$9,905$2,771$12,67638$261
Freedom Health LLC$8,076$3,291$11,36734$238
Amer Cunningham$7,321$1,257$8,57832$229
New Albany Community Foundation$3,600$625$4,22514$257
RCO Sales, Inc.$2,352$935$3,28716$147
Standard Welding & Steel$2,323$450$2,77315$155
KASS Corporation ⚠️$1,707$0$1,7077$244
Walford Industrial Park ⚠️$969$66$1,0353$323
Friendsville Sand, LP. ⚠️$506$0$5061$506
Supro Spring & Wire Forms ⚠️$276$0$2762$138
Total$101,701$35,286$136,987412$247

Concentration

New Albany's four accounts = ~67% of MRR. Diversifying is the #1 risk to manage.

Small accounts

The four ⚠️ don't consume vCIO/TAM time (by request). Three are owner-remnants of former large clients (protection-only). KASS is the only upgrade candidate.

ORR attach

ORR is ~35% of MRR — a healthy secondary stream, and the compliance lines seed the MSSP story.

Full workbook: AISP audit — LIVE (Excel) · narrative: client breakdown (Word).

Why this only works togetherExecution at every level

The plan is self-funding — each move pays for the next. That's also why a miss anywhere breaks the chain. Every seat has to execute.

Offload Rodney Run TBRs NRR + renewals Fund hires LAND & EXPAND new logos $10M

The good news

Pricing is healthy, ORR attach is strong, and the sales math works: a few BDMs ramped to full quota with low churn reach $10M. The finish line doesn't move much with a lower starting base — the constraint is execution, not the numbers.

The ask of the C-Suite

Protect the #1 Rock (TBRs) above all. Hold the weekly sales meeting. Diversify away from New Albany. Ship LAND & EXPAND. Hit 90% of Rocks — every quarter, every seat.

Everything in one placeDocument library

All live plan documents and working models. To share: send the whole Business Planning folder (or its cloud link) so these links resolve for the recipient.

Strategy & Planning (Word)

Models & Workbooks (Excel)

Visuals (PowerPoint)

Job Descriptions (Word)