Protea 3-Year Strategic Roadmap

Phase 1: Foundation and Market Entry

Phase 2: Market Validation and Expansion

Phase 3: Scaling and Specialization

Phase 4: Market Leadership

Next Steps: Building Momentum for Protea’s Launch

Phase 1: Establishing Partnerships & User Acquisition (Months 1-6)

1. Solidify Strategic Partnerships

• Finalize collaboration agreements with Fair Housing Centers to implement Protea as a tool for grant readiness and funding success.
  • Status: Conversations underway.
• Activate relationships with 3 SBDCs in Texas to introduce Protea as part of their technical assistance offerings.
  • Status: Existing relationships in place, ready for expansion.

2. Launch User Pilot Program

• Conduct a targeted pilot program with select nonprofits, small businesses, and systems to gather real-world feedback.
• Goals:
  • Onboard the first 50-100 users on the freemium version of Protea.
  • Validate Protea’s templates, workflows, and user experience.

3. Refine Greta, Your Grant Readiness Advisor GPT

• Expand Greta’s functionality to act as a key entry point for new users.
• Integrate user feedback to improve:
  • Content accuracy.
  • Goal tracking and funding success recommendations.

4. Content-Driven Campaigns

• Launch Protea’s first wave of case studies and success stories.
  • Highlight early adopters, like the Texas artist residency success, to showcase measurable outcomes.