Own Performance Audit.

What you'd own.

Every artifact below transfers to your accounts on day one. The whole engine.

• ●Performance Audit brand, domain, and all customer and prospect list data
• ●Founder persona, customer research, and decision-maker interview notes
• ●Landing page, async Loom demo template, and trial signup copy
• ●AI agent design spec with spreadsheet parsing and cost-finding prompts
• ●Outbound GTM playbook with LinkedIn cadence and email templates
• ●14-day trial conversion framework and pricing model
• ●Year 1 financial model, unit economics, and revenue projections

What Roll Digital builds for you.

Custom scope to take Performance Audit from MVP shell to operating business.

• ▸FastAPI production backend with Postgres for secure spreadsheet storage and processing
• ▸AI audit agent powered by Claude API with cost-finding capabilities
• ▸Stripe billing integration supporting three pricing tiers at $150-250 per month
• ▸Multi-tenant authentication with email and Google OAuth sign-in
• ▸Customer dashboard showing audit results, recommendations, and savings projections
• ▸Email automation engine for LinkedIn-to-Loom-to-trial-to-close funnel
• ▸AES-256 encryption and HIPAA/SOC2 compliance framework for financial data
• ▸30-day customer success program with onboarding calls and retention support

Why this could work.

The GTM is proven: LinkedIn outreach to 320k SMBs with demonstrated $360/yr spend on audit tools. Loom demos compress sales cycles and reduce friction. Current Copilot/Gemini commoditization is 12-18 months away, providing a window to lock in annual contracts before competition peaks. Recurring revenue potential if retention improves beyond the initial one-time audit. Strong unit economics at $150-250/mo with 40%+ cloud margins support growth.

What you'd risk.

Data-upload conversion maxes at 15% due to legitimate SMB trust concerns around AI and financial data privacy. The core promise is one-time: once the audit finds the $50K, retention falls off sharply. Accuracy misses trigger refund demands and brutal word-of-mouth damage in tight SMB networks. Copilot and Gemini will commoditize spreadsheet analysis within 12-18 months at zero cost, collapsing willingness to pay.

Who this fits.

Ideal founder has existing relationships with SMBs or fractional CFOs. SaaS operator with experience in outbound sales and customer success. Comfortable with low-conversion-rate dynamics and building product around data trust. Either runs a services business looking to productize or a solo founder with sales experience in financial software. Needs to own LinkedIn prospecting and early customer retention personally.

Timeline.

From contract signing to operating business.

1. Day 1
   Receive brand, domain, customer list, GTM playbook, founder mentoring access
2. Week 1
   FastAPI backend MVP live with spreadsheet parsing and Claude integration
3. Week 3
   Stripe billing deployed and first three beta customers onboarded
4. Week 6
   Customer dashboard MVP and email automation funnel operational
5. Day 90
   10-15 paying customers, churn data analyzed, retention optimization underway

Pricing.

Three ways in, depending on how much you want to build yourself.