Build the distribution engine for a portfolio serving local businesses and the agencies behind them. Participate in the operating results—and in the value realized when the business is sold.
CallRadius LLC · ClickRadius LLC · October 2026 · For discussion
The technology and delivery infrastructure provide the foundation. Greg and Andrew bring the relationships, sales leadership and marketing execution that can turn that foundation into a larger recurring-revenue business.
A local service business needs qualified opportunities from its advertising and clear, trustworthy information when people ask AI who to hire. The agency serving that business has the same two needs across its client book.
Some owners want the work managed. Others want clear evidence and practical guidance while keeping control. Managed services and Signal subscriptions provide a relevant conversation for both.
A track record of building from profits. Doug built Total Front Page to more than $100,000 in monthly billing within eight months and $200,000 by month fifteen, without outside investment. This portfolio’s growth plan draws on that experience while setting out its own customer, channel and retention assumptions.
The same customer need can support different levels of service. Each offering has a distinct job, delivery boundary and price.
Monthly prices for standard scope. Google ad spend is separate. Managed service includes its reporting; the plan does not assume duplicate subscriptions for the same site and need. Proposed ClickRadius Signal wholesale: $15 / $49 Pro.
Interactive example · fictional accountHuman account management with AI-assisted lead review, budget recommendations, call intelligence and supported job-system connections.
Product previewA managed program that improves supported website foundations, supplies checked content and tracks observed mentions and URL citations.
Interactive example · fictional accountA recurring view of leads, costs and available outcomes, with HELM explaining what the evidence supports. The owner keeps control of advertising changes.
Interactive example · fictional accountTrack AI mentions, website citations, competitor share of voice, prompts and sources. Pro turns the findings into specific website repairs and a researched article the owner or their developer can publish.
Lead with a useful assessment, identify the customer’s actual need, then match the level of service to their budget and willingness to implement.
Greg can build the sales organization around a shared workspace for prospecting, follow-up, pipeline and team management. Representatives have the day’s work and sales resources in one place; managers can see activity, set goals and coach the team.
Keep prospects, conversations, deals and follow-up tasks connected, with meeting scheduling alongside the daily workflow.
Review rep activity and goals, follow the pipeline and use scorecards to focus coaching and follow-through.
Sales materials and training give the team a shared reference for the CallRadius and ClickRadius conversation.
A work queue keeps replies, call outcomes and follow-up actions together, with the prospect context alongside the next task.
Screenshots come from the existing demo-account guides. Names, records, activity, earnings and sample materials shown are illustrative.
The free website readiness and LSA score tools make the conversation concrete. Show an owner the evidence before asking for a larger commitment.
Greg develops agency relationships and sales leadership. Retail reps and agency partners sell the appropriate managed or self-service offering.
Andrew’s campaigns support acquisition and education. Reports, useful work and clear follow-through give customers a reason to stay and consider more help.
At $499 retail and $200 wholesale, the agency has a $299 monthly resale spread per managed account, before its own selling, service and overhead costs. Agencies set their own retail price.
The company pays for development, delivery, account management, selling reps and marketing. Greg and Andrew participate through the profit-and-sale arrangement, with no stacked personal sales commissions.
The planning case reaches approximately $3.75M in monthly recurring revenue by year five. ClickRadius serves a broader potential audience, while each product has its own retained-customer goal, company revenue and operating-cost assumptions.
Planning case · All four offerings · Year 5 MRR: $3,750,420.
| Year end | CallRadius MRR | ClickRadius MRR | CallRadius Signal MRR | ClickRadius Signal MRR | Total MRR | Annual run-rate | In-year revenue ≈ |
|---|---|---|---|---|---|---|---|
| Year 1 | $101,395 | $115,880 | $23,880 | $26,960 | $268,115 | $3,217,380 | ≈ $1.57M |
| Year 2 | $231,760 | $318,670 | $95,520 | $121,320 | $767,270 | $9,207,240 | ≈ $6.21M |
| Year 3 | $434,550 | $666,310 | $191,040 | $269,600 | $1,561,500 | $18,738,000 | ≈ $13.97M |
| Year 4 | $651,825 | $1,158,800 | $262,680 | $512,240 | $2,585,545 | $31,026,540 | ≈ $24.88M |
| Year 5 | $869,100 | $1,738,200 | $334,320 | $808,800 | $3,750,420 | $45,005,040 | ≈ $38.02M |
Year 1: November 2026–October 2027. Year 5 ends October 2031. Each product has an independent adoption path. In-year revenue is modeled monthly; scenarios change adoption across all four products together and do not assign probabilities.
| Year-end paid units | Year 1 | Year 2 | Year 3 | Year 4 | Year 5 | Company / month |
|---|---|---|---|---|---|---|
| CallRadius | 350 | 800 | 1,500 | 2,250 | 3,000 | $289.70 |
| ClickRadius | 400 | 1,100 | 2,300 | 4,000 | 6,000 | $289.70 |
| CallRadius Signal | 1,000 | 4,000 | 8,000 | 11,000 | 14,000 | $23.88 |
| ClickRadius Signal | 1,000 | 4,500 | 10,000 | 19,000 | 30,000 | $26.96 |
70% wholesale / 30% retail throughout. CallRadius Signal uses its current $12/$39 wholesale policy; proposed website Signal wholesale is $15/$49. Both use $29/$79 retail. No $14 HELM add-on, price rise or future premium tier is assumed.
Planning-case acquisition: website Signal needs 47,325 gross paid starts over five years to retain 30,000 sites; year 5 requires about 1,638 starts per month. With the same acquisition and 6% monthly churn, year 5 ends at about 21,173 sites / $570,831 MRR. See acquisition, channel and cost sensitivities →
ClickRadius can serve businesses that do not buy Local Services Ads. The SBA counts 36.2M U.S. small businesses, while Census records 6.40M employer firms. These are broad context—not a count of qualified paying customers. Website ownership, supported technology, budget and distribution narrow the reachable market.
CallRadius serves eligible LSA advertisers and agencies. Google supports many service categories with industry and geographic eligibility requirements. Advertiser budgets, account access and onboarding still matter. There is no verified active-LSA-advertiser count in the sources reviewed.
Greg and Andrew would join as operating growth partners, working alongside Doug and Carl. The group’s ongoing profit participation is separate from its participation in a sale.
Provides the existing platforms and intellectual property, leads the technology and supports company-funded development, marketing and delivery.
Provides sales leadership, agency relationships and operating leadership for CallRadius.
Builds agency relationships, retail sales teams and sales leadership. Progress and working priorities are reviewed together each quarter.
Leads social media and marketing campaigns. Andrew participates in the combined 25% profit pool; the proposed company salary provides additional compensation for his ongoing operating work.
20% founder allocation to Doug and 5% startup allocation to Carl, then the remaining 75% in three equal parts. The result is 45% / 30% / 25% of eligible net profit, rather than three equal shares of all profit.
25% of eligible combined net profit for Greg and Andrew together, paid monthly while active. Pre-signing accounts and scheduled deals are identified separately. Rep commissions and ordinary company costs are paid before profit is distributed; the partners receive no additional personal selling commissions.
Company salary begins at $75,000 in monthly recurring revenue sustained for two consecutive months. Andrew also participates through Greg and Andrew’s combined 25% profit pool. The salary is intended as additional compensation for his marketing work; it will not fully represent his value because his compensation also includes that profit participation. The salary amount, responsibilities and start date are agreed in writing. Salary is a company cost before profit is distributed; no salary accrues before the trigger and there is no back pay.
Doug is willing to waive a service-based earning schedule to bring this team together. The full proposed sale percentage applies from the start while active, including an early sale.
Define active participation, eligible profit, the covered businesses, scheduled existing accounts, termination and departure treatment. The agreement should protect against a dismissal or restructure designed to avoid a sale payout.
The arrangement provides contractual profit and sale participation. Doug retains ownership of CallRadius LLC, ClickRadius LLC and the technology. Doug’s 20% founder allocation and Carl’s 5% startup allocation are permanent. The remaining working thirds are paid while the partner remains active; a departing partner’s working third returns to Doug. Sale participation after departure remains to be defined expressly.
| Year | CallRadius | ClickRadius | CallRadius Signal | ClickRadius Signal | Operating profit | Greg + Andrew combined 25% |
|---|---|---|---|---|---|---|
| Year 1 | $304,185 | $347,640 | −$88,921 | −$91,490 | $471,413 | $117,853 |
| Year 2 | $999,465 | $1,303,650 | $24,644 | $123,467 | $2,451,225 | $612,806 |
| Year 3 | $1,998,930 | $2,954,940 | $329,945 | $651,833 | $5,935,647 | $1,483,912 |
| Year 4 | $3,259,125 | $5,475,330 | $684,496 | $1,532,915 | $10,951,866 | $2,737,967 |
| Year 5 | $4,562,775 | $8,691,000 | $958,718 | $2,840,590 | $17,053,083 | $4,263,271 |
All four offerings contribute to the model, including launch losses. Managed services retain the 50% operating-margin target. Both Signal products deduct processing, company reps, delivery, support, acquisition and fixed product costs; their margins are calculated rather than assigned. Year-5 modeled operating margins: 26.8% CallRadius Signal / 35.8% ClickRadius Signal. These cost allowances need pilot evidence. Figures precede company income taxes and cash reserves; actual eligible cash net profit controls payments. Read the cost bridge and sensitivities →
Doug receives the founder asset priority under the graduated schedule below. The remaining agreed net sale proceeds are divided 15% to Carl, 15% to Greg and Andrew together, and 70% to Doug.
There is no founder asset priority through $2M. Carl receives 15%, Greg and Andrew together receive 15%, and Doug receives 70%. At $2M, that is $300,000 / $300,000 / $1,400,000.
The founder asset priority rises from $0 to $1M. At $9M net proceeds, $1M goes to Doug first; the $8M remainder gives Carl $1.2M, Greg and Andrew $1.2M combined, and Doug $5.6M more.
The priority rises from $1M to $3M. Above $15M, it remains capped at $3M. After that priority, Carl receives 15%, Greg and Andrew together receive 15%, and Doug receives 70% of the remainder.
Enter net proceeds from 0 to 10,000 million, using up to three decimal places.
Hypothetical allocation examples use agreed net proceeds available for distribution after defined transaction deductions, before each recipient’s own taxes. Greg and Andrew’s 15% is combined. Earlier eligible operating-profit distributions are separate. Displayed dollar amounts are rounded independently.
| Net sale proceeds | Founder priority | Greg + Andrew | Carl | Doug |
|---|---|---|---|---|
| $2M | $0 | $300,000 | $300,000 | $1,400,000 |
| $5M | $428,571 | $685,714 | $685,714 | $3,628,571 |
| $9M | $1,000,000 | $1,200,000 | $1,200,000 | $6,600,000 |
| $10M | $1,333,333 | $1,300,000 | $1,300,000 | $7,400,000 |
| $12M | $2,000,000 | $1,500,000 | $1,500,000 | $9,000,000 |
| $15M | $3,000,000 | $1,800,000 | $1,800,000 | $11,400,000 |
| $50M | $3,000,000 | $7,050,000 | $7,050,000 | $35,900,000 |
| $100M | $3,000,000 | $14,550,000 | $14,550,000 | $70,900,000 |
Let N be agreed net proceeds and H the founder asset priority. H = $0 through $2M; H = (N − $2M) ÷ 7 from $2M through $9M; H = $1M + (N − $9M) ÷ 3 from $9M through $15M; H = $3M above $15M. Doug receives H first. Carl receives 15% × (N − H); Greg and Andrew together receive 15% × (N − H); Doug also receives 70% × (N − H).
This is a single allocation across the covered businesses under the agreed transaction structure. Partial sales, debt, agreed transaction costs, holdbacks, earn-outs, stock consideration and payment timing need explicit definitions. The priority is negotiated recognition of starting assets; it is different from the internal technology appraisal.
Doug brings the platforms and intellectual property already developed. The company funds the operating infrastructure needed to sell and deliver the services. The founder priority recognizes that starting contribution.
Greg and Andrew bring the relationships, execution and opportunity cost of growing the business. Ongoing profit participation, sale participation and the waiver of time-based earning recognize that work.
PowerSchool’s 2022 Form 10-K describes management incentives participating above a threshold normally reflecting grant-date business value, with four-year vesting for time-based units.
Primary source · Note 15, p. 116 ↗Accelerant’s 2026 proxy describes appreciation above a predefined participation threshold, allocated first to existing capital interests. It separately describes service vesting for IPO awards.
Primary source · Equity Awards, p. 20 ↗These are documented examples of starting-value thresholds and long-term incentives. Their equity plans differ in scale, salary, taxes, ownership rights and other terms. They support the structure’s rationale; they do not establish a universal percentage or this graduated schedule. Doug’s proposed concessions are specific to assembling this team.
Agree the operating priorities together, then measure acquisition, retention, delivery and cash generation alongside revenue.
Walk through each product and sample. Define the first agency audience, campaign ownership, sales materials, launch readiness and the agreement’s open definitions.
Prioritize agency conversations, sequence retail-rep hiring, launch the agreed campaigns and measure the path from assessment to paid enrollment.
Review acquisition cost, retained customers, delivery completion and support. Refine the playbook from evidence and use verified customer outcomes for future case studies.
The next conversation should leave everyone clear on the customer opportunity, their operating role, how profit is accounted for and how a successful sale would be shared.
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