Project CHAMP Activate

Leveraging the assets we already own to accelerate sustainable, scalable growth.

Building Champion's Next Growth Engine

Leveraging the assets we already own to accelerate sustainable growth.

Agents - Most committed Ambassadors

Employers - Best Connected Ambassadors

Members - Biggest Opportunity for Education and Adoption

Referrals - To be had from Employer & Members

Growth - A Result of the Activation of the Above

Champion sits at the center of a powerful, interconnected ecosystem. Our next phase of growth is not about building something new — it's about activating what we already own and accelerating the flywheel that's already in motion.

Market Validation

Our Original Hypothesis

Our objective was clear: validate whether Champion could build a predictable, scalable direct-to-employer acquisition channel. We launched a structured series of go-to-market initiatives to test this thesis in the real world.

Each initiative was designed to generate measurable signal — not just activity. What we discovered in the process proved more strategically valuable than the channel itself.
Conclusion: maintain ongoing outbound efforts, poised for future growth, while repositioning our current focus..

Key Insight

Market Validation Produced Unexpected Opportunity

"We're changing the sequence — not the vision."

Finding 1

Direct-to-business remains strategically important. The channel has long-term merit and is worth pursuing as Champion scales.

Finding 2

Champion already possesses an underutilized growth ecosystem. Agents, employers, and members represent an untapped, high-conversion asset base.

Finding 3

The fastest path to revenue is activating existing relationships first. Scaling cold acquisition before warming internal assets is inefficient and costly.

Champion Already Owns an Incredible Ecosystem

Our greatest opportunity is activating what we already own.

Agent Network at a Glance

4,486

Licensed Agents

Total agents in Champion's network

1,532

Active in Torch

Logged in during the last 12 months

2,954

Inactive Agents

Not logged in — including agents who have never logged in

The Connected Ecosystem

Strategic Roadmap

Our Recommended Growth Sequence

Build the foundation first. Scale second. Each priority unlocks the next, creating compounding momentum rather than isolated initiatives.

Priority 1 — Champion Connect

The central engagement platform for the ecosystem

Priority 2 — Agent Success System

Training, communication, and education to drive agent performance

Priority 3 — Referral Ecosystem

Systematize referrals from agents, employers, and members

Priority 4 — Sales Enablement

Arm agents and team with scripting & tools to close faster

Priority 5 — Employer Community (Circle Phase)

Deepen employer relationships and drive retention

Priority 6 — Direct-to-Business Expansion

Scale outbound B2B acquisition on a proven foundation

Phase 1 Focus

Why Start With Agents?

Agents are Champion's highest-leverage growth asset. Reactivating even a fraction of our inactive agent base creates measurable, compounding business impact across every key metric.

The Reactivation Opportunity

2,954

Inactive Agents

Current pool available for reactivation

295

10% Reactivated (logged in)

Phase 1 & 2 benchmark target (90 days)

Potential Outcomes from Reactivation

Increased Torch Engagement

More agents actively using the platform and accessing resources

Higher Training Participation

Agents equipped to sell more effectively

More Payroll Census Submissions

Direct pipeline impact from re-engaged agents

Increased Referrals & Production

Activated agents generate downstream revenue

Introducing Champion Connect

Champion Connect is the central engagement platform for Champion's agent ecosystem — a purpose-built community that brings together training, resources, recognition, and communication in one seamless experience.

Training & Events

Live webinars, on-demand courses, and a full resource library to keep agents sharp and informed.

Marketing Assets

Ready-to-use collateral so agents can prospect and close without starting from scratch.

Referrals & Recognition

Structured referral pathways and recognition programs that reward engagement and production.

Collaboration & Stories

Peer-to-peer collaboration, success story sharing, and direct communication channels with Champion leadership.

Engagement Layer

Recognition Drives Engagement

The Champion League is the gamification and recognition layer built into the ecosystem. By introducing friendly competition, leaderboards, and meaningful rewards, Champion transforms passive agents into active, motivated producers.

Leaderboards

Real-time rankings that inspire friendly competition and visibility

Monthly Challenges

Time-bound goals that keep agents engaged and focused on key behaviors

Top Producer Spotlights

Public recognition that celebrates achievement and sets aspirational benchmarks

Community Competitions

Team-based events that build culture and drive collective accountability

Recognition is not a vanity feature — it is a proven driver of agent engagement, accountability, and production. When agents feel seen and celebrated, they produce more, refer more, and stay longer.

Execution Plan

30-45 Day MVP Launch Plan

A focused, four-week sprint to bring Champion Connect from concept to live community — with agents actively engaged by Day 30.

1

Week 1 — Planning

Platform architecture design, Torch integration planning, and community structure definition

2

Week 2 — Community Build

Initial content creation, training library setup, resource uploads, and leaderboard configuration

3

Week 3 — Integration & Testing

Torch integration execution, beta testing with internal team, and feedback collection

4

Week 4 — Launch

Agent invitations sent, live training session hosted, and community officially kicked off

Phase 1 Investment

Investment Summary

Phase 1 (30 days) is designed to deliver maximum impact at minimal cost. The investment is primarily a one-time implementation effort in a circle specialist (existing relationship)— ongoing operational costs are intentionally lean.

Technology Stack

Circle Community Platform

Purpose-built community platform for agent engagement, training, and recognition

HubSpot CRM (Already in place)

Contact management, automation, and engagement tracking for the agent ecosystem

Marketing Automation (Already in place)

Drip campaigns, onboarding sequences, and re-engagement workflows

Implementation

~30

Days to Beta Launch

Estimated implementation timeline

$45

Per Hour

Specialist implementation rate

~15

Hours/Week

Estimated 10–20 hrs/week during build phase

This is a one-time implementation sprint. Ongoing management is designed to be lighter weight and scalable with ongoing resource requirements to be determined.

90-Day Targets

Success Benchmarks

Phase 1 success will be measured across three dimensions: community growth, business impact, and leadership visibility. These benchmarks will be tracked and reported at the 30-, 90-, and 120-day marks.

Phase 1 - (30-45 Days)

  • 100+ agents invited to the platform
  • 50+ active community members
  • Weekly engagement activity initiated

Phase 2 (90 days)

  • Reactivate ~10% of inactive agents (≈295)
  • Weekly engagement increased and introduce Circle contribution by top performers (not just internally)

Phase 3 (120 days)

  • Measure and report adoption rates
  • Increase prospect creation by 10% (need data)
  • Increase payroll uploads by 10% (need data)
100+

Agents Invited

Phase 1 community launch target

50+

Active Members

90-day active community goal

10%

Reactivation Rate

Inactive agent reactivation benchmark

Our Recommendation

Approve Phase 1 implementation of Champion Connect.

01

Launch Phase 1 within 30 days

Execute the MVP sprint and go live with the agent community

02

Refine engaged agent community

Drive training participation, communication, and recognition through Champion Connect

03

Increase prospects and census submissions

Activate the referral engine and drive measurable pipeline contribution from agents

04

Continue direct B2B testing in parallel

Keep the long-term acquisition channel alive while the foundation is built

Our initial outbound efforts validated something even more valuable than a marketing channel — they revealed that Champion's greatest opportunity is activating the ecosystem we already own. By investing first in our agents, referrals, and sales enablement, we can generate faster revenue, stronger engagement, and a scalable foundation for future direct-to-business growth.