Spoke.
Spoke gears up workforces
and amplifies brands.
Smart, personalised, radically simple.
Geared up. No fuss.
Our operating methodology: VSBE
V
Vision
Who we are, why we exist, where we are going. Identity, values, and winning aspiration.
S
Strategy
How we win. Playing to Win cascade. Where to play, how to win, capabilities, and management systems.
B
Budget
The financial personification of the strategy. 12-month budget, actuals, cashflow, and scenario planning.
E
Execution
How we run the business. 90-day sprints, meeting cadence, management systems, and KPIs.
Headline targets
$2M
Year 1 revenue target by March 2027
$6M
Year 4 revenue target by March 2030
35%
Target gross profit margin
<20%
Target operating expenses as % of revenue
The two engines
Core engine one
Workforce
Gearing up teams for any workforce-based operation. Persona-led. Frictionless from first visit to seasonal reorder. Starting with New Zealand horticulture.
Year 1 target: $1.5M by March 2027. Focus: Hawke's Bay, Bay of Plenty, Marlborough.
Core engine two
Brandforce
Amplifying brands through premium branded product. Minimum $20 per unit. Minimum $5,000 per job. Outbound-led, hero product-led, industry-focused.
Year 1 target: $500k by March 2027. 5 to 10 anchor accounts at $30k to $60k each.
Our purpose: the hedgehog concept
Best in the world at Removing Complexity Deeply passionate about Eliminating Waste Economic engine Scalable Success Redefining how your workforce gears up

Best in the world at

Removing complexity. Frictionless ordering, persona-led curation, zero admin.

Deeply passionate about

Eliminating waste and inefficiency across the supply chain and the customer experience.

Economic engine

Scalable success. The easier we make it for operations to gear up, the faster we grow with them.

Core values
Own it.
If it is yours, it is done. No dropped balls, no blame, full accountability.
Keep it real.
We say what we mean. Honest with customers, honest with each other. No fluff.
Raise the bar.
Good enough is not good enough. We push the standard on every job, every system, every interaction.
Remove the friction.
If something is hard, we fix it. For customers, for the team, for the business. Simpler every time.
Think differently.
We use AI, we rethink workflows, we challenge the way it has always been done. The modern way is our way.
How we deliver the win
The van
We come to you. No catalogues, no store visits, no friction.
Workforce configurator
Persona-led gear selection in minutes, not hours.
Brandforce configurator
Premium branded product concepts built on the spot.
Spoke portal
Frictionless reordering for every account, every season.
Website
Credibility anchor and lead qualifier before Ed or Mark make contact.
V
The elevator pitch
How Ed answers the gate question
Spoke gears up workforces and amplifies brands.
The foundation: who Spoke is

The identity question was worked deliberately, because the rest of the strategy reads differently depending on the answer. Spoke is not a technology company in the sense of selling technology, and it is not a traditional workwear company that bolts technology on to sell better.

The locked identity
Spoke gears up workforces and amplifies brands. Smart, personalised, radically simple.

The customer is not really buying the polo or the boot. They are buying the confidence that the right gear turns up, branded, in time, season after season, without them having to assemble the answer across five suppliers. The product is the vehicle. The understanding, plus the frictionless system that delivers on it, is the thing they are actually paying for, and the thing that is hard to leave.

The two business models

Spoke operates two co-equal, genuinely distinct business models. Workforce and Brandforce are both core engines, both strategic priorities, and both paths to the $6M destination. Neither is inferior to the other. They serve different customers through different motions and are measured separately.

Core engine one
Workforce
Gearing up teams, by role, for any workforce-based operation. The curation tool figures out the right gear for each persona. The van brings the experience to the customer. The Spoke portal manages reordering and gives the customer full visibility over spend. One supplier, one invoice, no drama.
Industries: Horticulture now. New sectors added as the engine proves itself. Current focus: New Zealand horticulture, Hawke's Bay, Bay of Plenty, Marlborough.
Core engine two
Brandforce
Using Spoke's purchasing access, supplier relationships, and industry knowledge to bring branded gifting, promotional product, and campaign experiences to businesses looking to amplify their brand. Spoke brings the concept. The customer experiences the result. Premium execution, curated product, packaging that turns a product into a gift. Minimum $20 per unit. Minimum $5,000 per job.
Markets: Any industry with a campaign or gifting budget. Agri-supply, animal health, drinks, construction, rural servicing. Deal by deal, project by project. Year 1 book: 5 to 10 anchor accounts at $30k to $60k each, plus 20 to 30 smaller jobs. Target $500k by March 2027. Hero categories: Headwear (caps and beanies), outerwear (jackets and softshells), fleece, tees, half-zips, and socks.
Core values

Five values that define how we hire, how we operate, and what we stand for.

Own it.
If it is yours, it is done. No dropped balls, no blame, full accountability.
Keep it real.
We say what we mean. Honest with customers, honest with each other. No fluff.
Raise the bar.
Good enough is not good enough. We push the standard on every job, every system, every interaction.
Remove the friction.
If something is hard, we fix it. For customers, for the team, for the business.
Think differently.
We use AI, we rethink workflows, we challenge the way it has always been done. The modern way is our way.
Our purpose: the hedgehog concept

The intersection of what Spoke is best in the world at, what drives the economic engine, and what the team is deeply passionate about.

Best in the world at Removing Complexity Deeply passionate about Eliminating Waste Economic engine Scalable Success Redefining how your workforce gears up
Best in the world at: Removing complexity
Frictionless ordering, persona-led curation, zero admin, one supplier.
Deeply passionate about: Eliminating waste
Reducing admin, smart MOQs, sustainable supply chain.
Economic engine: Scalable success
The easier we make it for operations to gear up, the faster we grow with them.
S
The Playing to Win cascade
Winning aspiration
Redefining how you gear up your workforce and enhance your brand. Smart, Personalised, and Radically Simple.
Spoke exists to solve the gearing-up problem for any operation that employs a workforce. We start with workwear and we use technology as the enabler that scales our understanding beyond any one person being in the room.
Where we play
Any operation that needs to gear up its workforce or enhance its brand
Workforce model across any industry. Brandforce across any industry with a campaign or gifting budget. Geography follows the personas and the opportunity.
How we win
Win with the tool. Keep through the frictionless engine.
We win the deciding. We keep them because the whole loop is so easy that leaving means going back to the hard way. The codified knowledge and the frictionless system together are the moat.
Capabilities required
The van, the Workforce configurator, the Brandforce configurator, the custom and indent configurator, the Spoke portal, the closed loop
In place: the van, supplier access, branding, systems backbone, Ed's knowledge. To build: the three configurators and the closed loop, straight after the sprint.
Management systems
Find Your Five, monthly accounts, the sprint cadence, friction log
Deliberately lean. A management system that is actually run beats a comprehensive one that is not.
The persona model

Spoke's offer is organised around personas: the roles within a customer's operation that need gearing up. A persona defines the gear requirements, the branding approach, the volume and timing, and the level of ongoing management needed. Spoke can build as many personas as an operation requires.

The persona set is defined per industry. As Spoke enters new sectors, a new set of personas is defined for that sector. The horticulture personas are confirmed and operational today. They are listed below as the working example of how the model works in practice.

Universal persona types, applicable across any industry Spoke enters:

Universal
Volume seasonal crew
Large numbers arriving for a defined season. Fast outfit, branded, packed per person. High volume, time-critical.
Universal
Permanent and supervisory staff
Year-round, replacement-driven, often customer-facing. Ongoing managed allocation and portal reorder.
Universal
Production and processing crew
High volume. Spoke value is branded workwear and the consumable access that comes with one supplier.
Universal
Office and corporate
Low volume, high margin, sticky. Branding and programme-heavy. Not sector-bound: sits inside every operation.
Universal
Specialist operators
Specialist roles with specific compliance or technical requirements. Serviced, not built around.
Universal
Contractor and visiting crew
Short-term, project-based. Branded outfitting for external teams working on-site.

Horticulture personas, confirmed and operational today:

Hort confirmed
Seasonal and RSE crew
The volume core. Arrives en masse, outfitted fast, turns over each season.
Hort confirmed
Permanent staff and supervisors
Year-round, replacement-driven, part customer-facing.
Hort confirmed
Packhouse workers
High volume. Spoke value is branded workwear, not the consumable tail.
Hort confirmed
Office and corporate
Low volume, high margin, sticky. Not sector-bound.
Hort confirmed
Machinery operators and QA
Specialist, smaller groups. Serviced, not built around.
The three value levers

Each lever discriminates between personas. A lever that scores the same for everyone cannot sort the map. The van, curation, and industry knowledge are How to Win moves, not levers. They apply across every persona and every customer.

Lever one
Volume and indent
Large quantities, ordered ahead, delivered into a tight seasonal or project window. Scores strong where a big crew arrives fast or a campaign has a hard deadline. Scores low where buying is small and year-round.
Lever two
Brand and identity
The operation cares how their people look, or how their customers feel when they receive something branded. Logos, colours, names on gear, premium presentation. Scores strong where brand matters. Scores low where gear is purely functional.
Lever three
The Spoke portal
The customer wants their gear configured to their operation and wants to reorder it easily without starting from scratch. Ongoing allocation, reorders, visibility, cost reporting. The Spoke portal makes this effortless. Scores strong for year-round operations. Scores low for purely one-off buyers.
On consumables and the broader range

Spoke does not lead with consumables. But once an account is won on the three levers, consumables and other accessible products naturally extend the share of wallet. We service that tail willingly. We do not build strategy on it.

The industry stance, Workforce, Year 1
IndustryStanceWhy
Apples and pearsLeadThe proven heartland. Full demand across crew, packhouse, and permanent. Defend and deepen.
VegetablesGrowLargest operational workforce, all-weather demand, durability-conscious buyers. Spoke is under-indexed relative to fit. The deliberate growth bet.
KiwifruitOpportunisticLarge headcount but thin Spoke-shaped wallet for RSE pickers. Chase the pockets only: packhouse branded workwear, supervisors, and orchard construction PPE.
ViticultureRelationship holdGenuine fit but financially soft. Held warm through the down cycle so Spoke is the obvious call when it turns.
NurseriesWatchPermanent workforce, minimal seasonal crew. Viable only through the permanent and office personas.
Smaller cropsParkAvocado, berry, summerfruit, citrus. Under 1,100 workforce each. Not a Year 1 focus.
The industry stance, Brandforce, Year 1

Brandforce operates across any industry with a campaign or gifting budget. The stance below reflects where Spoke has proven traction or sees the clearest near-term opportunity.

IndustryStanceWhy
Agricultural and agri-supplyLeadProven traction. Zoetis-style gift-with-purchase campaigns. Ed's network and knowledge makes this the natural Brandforce heartland.
ConstructionGrowProject completion gifts, contractor branded outfitting, client relationship gifting. Good fit for premium Brandforce execution.
Rural servicing businessesOpportunisticVet practices, irrigation suppliers, rural merchants. Gifting to farmer customers is a real and underserved opportunity.
Corporate and professional servicesWatchLarger market but less Ed-connected. Pursue when a strong introduction exists rather than cold.
How to Win, in detail
Move one
Win with the tool
Customers often do not know exactly what they need. Spoke wins by codifying Ed's knowledge into a tool that produces the right answer out of tens of thousands of options. A portal is copyable. A product list is copyable. Twenty years of codified judgement held in a tool is not.
Move two
Keep through the frictionless engine
Once a customer is over the line, the whole loop is so easy that leaving means going back to the hard way. Ordering, reordering, branding in one step, one supplier, one invoice, individually packed, full visibility. The bundle is the lock-in. The frictionless engine is built into the fabric of how Spoke operates.
In customer language

Help me work out what I need. Make it dead easy to order. Make it even easier to reorder next time. Give me visibility and cost control while you carry the admin.

Also in How to Win
Competitive pricing
Spoke is competitively priced at every tier. The spend tier model, low at $150 per head, medium at $300, high at $500, delivers real value at every level. Customers are not paying a premium for the Spoke experience. They are getting the experience at a fair market price.
Also in How to Win
Flexibility within a framework
Spoke adapts to the customer's needs within a clear framework. The configurator curates to the right answer, but the customer steers. Every override is captured and the tool learns. If the standard range does not fit, the custom and indent workflow picks it up. Spoke does not say no.
The frictionless engine

Friction removal is not a feature. It is an operating model. Every time a customer hits a wall, that wall is logged, analysed, and removed permanently. Competitors fix complaints. Spoke eliminates the conditions that create them.

The philosophy
Friction is not a customer service problem. It is a data source. Every hard moment is information. Every repeated hard moment is a failure of the system. We chase the one percenters because they compound.
The mechanic
Every customer interaction produces one friction sentence logged in HubSpot. Zara reviews it monthly. Patterns become sprint tasks. Sprint tasks become automations or process changes. The customer never hits the same wall twice.
The one percenters
A customer who reorders in two minutes instead of twenty stays. A customer who gets the right size first time does not return product. Each small win compounds into a defensible moat no catalogue supplier can replicate.
The customer scoring model

The value levers score the strategic map. The actual revenue is won customer by customer. The customer scoring model tracks wallet, penetration, and next action for every account in HubSpot.

Qualification gate
20 staff
Any account below 20 staff does not enter the Workforce pipeline. At 20 staff and low spend tier, the estimated wallet is $3,000. Spoke's floor for a worthwhile account.
Penetration score
%
Current annual spend divided by estimated wallet. Calculated automatically. Never manually entered. Only moves when money moves. 100% means the account is fully maximised.
Primary value lever
Per persona
For each relevant persona at each account, the lever most likely to move the penetration score. Drives the next van conversation. Branding for RSE at Taylor Corp means the next visit leads with branded gear.
Spend tierRate per headWhen to apply
Low$150 per yearMinimal workwear, basic PPE, consumable-heavy account.
Medium$300 per yearBranded workwear, some custom packs, growing relationship.
High$500 per yearFull programme, deep branding, multiple personas, maximised account.
Pipeline stages

Workforce pipeline

Suspect
Business identified. No headcount data. Not yet worth pursuing.
Qualified lead
20+ staff confirmed. Wallet estimated. Persona mix known. Ready for van visit.
Active account
First order placed. Penetration score above zero. Primary lever identified.
Growing account
Score moving upward. Lever being worked. New personas being added.
Maximised account
Score at or near 100% across all relevant personas. Job shifts to retention and relationship.

Brandforce pipeline

Prospect identified
Business or contact identified with a potential campaign or gifting need.
Concept conversation
Campaign objective, budget, quantity, and timing confirmed. Spoke begins concept development.
Concept presented
Product recommendations, packaging concepts, and visual mock-ups presented to the customer.
Brief confirmed
Customer selects product, packaging, and branding. Quantities and delivery confirmed. Brief locked.
In production
Order placed with supplier. Artwork approved. Production underway. Delivery tracked.
Delivered and repeat
Campaign delivered. Customer feedback captured. Next campaign opportunity identified.
Capabilities required

The five capabilities that must be genuinely excellent for the How to Win choices to work.

Industry knowledge and relationship depth
The ability to walk onto any horticulture operation and understand the workforce, seasonal rhythm, personas, and buying cycle without being briefed. A family connection to horticulture going back to the 1960s, combined with van visits and the Spoke Brain.
Persona-led curation at speed
Taking a complex, multi-role workforce and producing a complete, branded, correctly sized gear solution in a single visit. The configurator, product knowledge, branding capability, and human judgment working together.
AI-native operations
Running a lean team at a revenue level that would normally require two to three times the headcount. Zara, Hunter, Reeve, Sterling, Atlas, Indi, and Pulse are the operational capability that makes the margin model work.
Frictionless fulfilment
Taking a won order from commitment to delivered product without manual re-keying, missing information, or back-and-forth. End-to-end reliability, not any single component.
Brand amplification at premium quality
The Brandforce capability. Sourcing, branding, presenting, and delivering premium product that makes the recipient feel something. A standard that most promotional merchandise companies do not hold themselves to.
Management systems
Find Your Five
The live dashboard of the five highest-priority accounts. Carries current penetration scores, wallet gaps, and the forward indent-window alarm. The one window Spoke cannot afford to miss is built into the pulse the founders already watch.
Monthly accounts
The full financial statements and the metrics around them. The financial truth, reviewed every month without exception.
Friction log
Every customer interaction logs friction in one sentence. Reviewed monthly. Patterns that appear across three or more accounts in a month are structural problems. Fed into the quarterly strategy review.
Deliberate decisions recorded
02
The guiding discipline

Platform choice is the last decision, not the first. Make the scrappy founder-mode version build the right shape from day one so the developer-hardened version is an evolution, not a teardown.

The locked architecture
Already built, correctly
Spoke owns its product database
The supplier base is messy, so live-querying suppliers is not viable. Spoke maintains its own clean, owned product catalogue in Supabase. Ed's tool strips a product URL into specs and details. The most important architectural decision is already made and built correctly.
Number one build
Curation logic is data, not code
Ed's judgement is stored as structured attributes and rules against products, not buried in code. Supabase holds the product facts today. The judgement layer is the work: the curation attributes and Ed's rules, stored as data so Ed can shape the tool by editing data rather than paying a developer.
Interface principle
Separate interfaces, one engine
The same engine serves two front doors: the Workforce configurator and the Brandforce configurator, with a customer login layer added later. Build the engine once, add new interfaces cheaply. Starting internal and adding the customer login later is a sequencing choice, not a rebuild.
Integration principle
Integrate at the edges
A finished order hands off to CIN7 for procurement, deals and customers to HubSpot, invoicing to Xero. Spoke holds its own data and moves it cleanly between systems. No closed platform that traps data and limits optionality.
The Workforce configurator

The customer, or Ed, chooses industry, then persona, then steps through the offer top-to-toe. At each step the tool narrows the field, until Ed's judgement does the last bit of work. The configurator is being built now.

45,000Full product pool
Everything available from New Zealand wholesale distributors above 30% margin.
~1,000Industry and persona filter
Hard attributes: industry, persona, category, compliance, colour, price band. Mechanical, copyable.
~50Category filter
For a polo specifically, on hard attributes alone. Still mechanical, still copyable.
1–3The moat
Ed's judgement layer. The dark-tummy polo, the wide-footbed boot, the comfort-versus-price weighting. A competitor could copy the funnel and still get the wrong answer at the end.
The design principle

Recommend one to three with reasoning, allow override. Every override is captured as data showing where Ed's default did not match reality, which sharpens the engine over time. The tool gets smarter precisely because it does not pretend the rules are complete.

The Brandforce configurator

The Brandforce configurator guides a customer or Ed through a structured journey from campaign intent to a curated product recommendation with branding, packaging, and delivery options. It creates excitement through visual references and produces a submission that Spoke uses to begin the proposal and sourcing process.

Entry question
What is the goal of this campaign?
Gift with purchase, Christmas gifting, customer thank-you, sales promotion, new business acquisition, completion gift, or other. This determines the tone and product direction for everything that follows.
The journey
Filters to output
Campaign objective, industry, budget, quantity, timing, recipient profile, promotion mechanics. Each filter narrows the product pool and adjusts the recommendation logic. Output: curated product concepts, packaging options, branding placements, budget alignment, and a submission to Spoke.
Minimum viable job
NZD $5,000
Below this threshold the configurator warns the customer and flags it for Ed to review. Brandforce is optimised for campaigns with real budget and real ambition. Cheap merch is not Brandforce.
The build sequence: founder mode, then harden
Building now
Workforce configurator v1
Being built in a separate Claude Code instance off the PRD. Vibe-coded, internal only, reasons over the curated core. Runs Ed's if-then rules, recommends one to three, allows override, captures branding intent and customer response inside the tool.
Brief done, build next
Website MVP
Claude Code brief is complete. Four pages, qualifying chatbot, full brand system. Builds immediately after the strategy sessions are complete. The holding presence until the curation tool becomes the site.
Brief done, on hold
Brandforce configurator v1
Claude Code brief is complete and held. Builds after the website MVP is live. Do not start until the website is done.
Interview done, brief to follow
Custom and indent configurator
Ed interview completed. Build brief to be produced from the interview output. Triggered from within both the Workforce and Brandforce configurators via a Custom button. Handles the full brief capture workflow for non-stock, offshore-sourced, and custom-made product.
Technology backlog
  • HubSpot fields build: Full field spec complete. Build during the 90-day sprint. Owner: Arne.
  • Workforce branding automation: Interim state locked. Structured fields in the curation tool, artwork manual in Canva. Full automation deferred post-sprint. Review at Day 60.
  • Portal integration with Wired: Call brief done. Scoping call with Mike to follow. Integration build post-sprint.
  • CIN7 to HubSpot spend sync: Automate the penetration score inputs quarterly. Owner: Arne. Timeline: 90-day sprint.
  • Custom and indent configurator: Ed interview complete. Produce build brief from interview output, then build. Triggered from Workforce and Brandforce configurators. Handles non-stock, offshore, and custom-made product brief capture. Owner: Arne.
  • Stabilise and deploy Workforce configurator internally: After the sprint, stabilise the working version and deploy it for the internal team. Full build and portal integrations left open for later.
  • Harden with a developer: Once proven with real customers, take the working tool to a developer. Evolution, not teardown.

03
The three-layer range model

Spoke holds no stock itself. The range is a model, not a warehouse. The core is what Spoke pushes. The pool is what Spoke fetches.

The supply pool Wide
Anything available from a New Zealand wholesale distributor, in stock, above 30% margin. Governed by the filter, not hand-curated. Its job is to make the one-supplier promise credible: the customer never needs to go elsewhere.
The curated core Tight
The few hundred products Ed actively recommends, and the set the configurator reasons over. Hand-curated, carries Ed's judgement. Selected on what wins, not purely on margin. Some core products may be lower margin but strategically vital as the wedge that wins the account.
Availability beats margin

When margin and availability pull against each other, availability always wins. Margin is recoverable. A grower whose crew stood idle on day one is not. Every core line needs a second source. Single-source on a core product is a strategic risk by definition.

The range gate
The gate, in Ed's words
"Anything that helps them get and keep their crew working."

Two ideas bundled into one test: the same buyer and the same job. First aid kits, safety glasses, sunscreen, and certain tools pass. A smoko-room coffee machine fails, because it is a different job. Pass the gate and all three qualifiers: in. Fail the gate: out, no matter how good the margin.

Qualifier one
One-supplier simplicity
Genuinely reduces the customer's supplier count and admin.
Qualifier two
Margin
Above 30% from a stock-holding New Zealand wholesaler.
Qualifier three
Availability
Reliably obtainable, so it does not undermine the day-one promise.
Parked items, deliberately not dropped
  • Pillar Tools and the tools category. Apply the locked gate to an exclusive tools agency, and decide how far the tools category extends and how it sits in the range and the configurator.
  • Own-brand versus sourced. Own-brand only where there is a genuine functional gap the market does not fill. Not own-brand for its own sake.
  • The Workforce programme product shape. How deep Spoke leans into managed allocation, onboarding-pack mechanics, and where the product line stops.

04
The destination: $6M by 31 March 2030

The committed goal is $6M by 31 March 2030. It is the non-negotiable line. Both models are built with headroom above the committed line, and there is real potential to exceed $6M, particularly in Workforce as the engine proves itself in new sectors. $6M is the planning base, not the ceiling.

Workforce
The crew-gearing engine. Recurring, relationship-led, scalable across industries.
Horticulture$1.5M by March 2027. Growing to $3M by March 2030.
$3M
New sector (TBD)Starts April 2027. Reaches $1M by March 2030.
$1M
Workforce total by March 2030
$4M
Brandforce
The idea-led gifting and campaign engine. Project-based, any industry.
Year 1 target$0 to $500k by March 2027. 5 to 10 anchor accounts.
$500k
By March 2030Growing across all target industries.
$2M
Brandforce total by March 2030
$2M
$6M
Committed by March 2030
$1.5M+
Horticulture by March 2027
$500k
Brandforce Year 1 target
Upside
Real potential to exceed $6M
Scenario planning model
Interactive scenario builder

Adjust revenue, gross profit, and operating expense assumptions across all four years. Live EBITDA output with stacked bar chart. Available in the Budget tab.

Open in Budget tab
The Workforce sales engine

A five-step loop already in use. Generate the target list, work the phone-email-phone cycle to book a van visit, run the van visit, win the first order, then repeat orders and seasonal indents through ongoing contact.

TierAccountsEachTier totalShare
Anchor2~$300k$600k36%
Major6~$50k$300k18%
Mid25$10k to $30k$500k30%
Small50~$5k+$250k15%
The van is a share-of-wallet tool, not an acquisition tool

Winning the whole 83-account horticulture book requires only about 30 days of van time a year. The workload is the return-visit motion. Two days a week in the van, tiered cadence. The targeting question is not what an account spends today, it is their total wallet and how much Spoke is missing.

The Brandforce acquisition engine

Brandforce runs on a different motion to Workforce. Ed's van days are committed to hort. Brandforce is driven by the outsourced calling engine on trial this year, at about $50k, plus Ed's existing network and warm referrals from Workforce accounts.

~1,300
Quality calls per month
~78
Accounts per year at 0.5%
$5k+
Minimum viable Brandforce job
$50k
Trial calling investment Year 1
The indent pipeline mechanism

The indent is the forward-looking part of the sales system, and the one Ed flagged as his biggest commercial fear. A missed indent shows up in the numbers only once the order, the margin, and the season are already gone. The indent calendar drives the van calendar.

Protected block
October
The big summer RSE kit-out
By far the largest window. Commitments won in April and May. The van calendar in April and May is indent-specific, not general. This is the priority block of the year.
January
The packhouse season
Packhouse persona, volume workwear and PPE. Commitments won in July and August. Events calendar clusters here in July.
May
The winter RSE order
Winter gear for RSE crew. Commitments won in November and December. Smaller than October but important to capture.
The indent mechanism in HubSpot

A forward, per-account, three-window calendar in Find Your Five, with a lead-time alarm that fires six weeks ahead of each window. The signal leads the window, it does not sit on it. The October run-up, roughly April and May, is the protected priority block of the year.

The marketing engine

Marketing's job this year is to be a multiplier on outbound, not a separate lead machine. Measured on warmer conversion and shorter sales cycles, not on lead volume.

01
Brand credibility
Quality, consistent, professional marketing, plus case studies and customer validation, so Spoke looks like the established real deal before a caller or the van makes contact. Makes a cold call less cold.
02
The events programme
July: Hort Conference, Apples and Pears Conference (exhibiting), NZ Ethical Employers Conference (attending). Deliberately skipping Wine Pro because viticulture is soft. The van is the year-round mobile event.
03
Email nurture
Tailored campaigns sequenced with the telemarketing. A customer has seen the Spoke name before the phone rings. The loudest push peaks in the April-May October run-up, not at the July events.
Operational headcount rule

Roughly one operational FTE per $1M of sales, brought on just ahead of crossing each threshold.

Run-rateOperational FTEs
$2M3 (current team)
$3M4
$4M5
$5M6
$6M7
Above $6M8 to 9
Sales workflow design

The detailed sales workflow, pipeline structure, stage definitions, entry and exit criteria, step-by-step processes, Zember handoff requirements, and HubSpot usage guidelines are locked as a complete build brief. Download the full document below.

Three pipelines
Workforce Revenue, Brandforce Revenue, Bespoke Operations

Workforce and Brandforce separated into distinct sales pipelines. One shared fulfilment pipeline. New and existing business coexist in the same pipeline.

Six stages, both pipelines
Opportunity Identified to Closed Won

Opportunity Identified, Quote Required, Follow Up Required, Decision Pending, Closed Won, Closed Lost. Identical stages across both pipelines for consistent reporting.

Stage entry and exit rules locked
Clear criteria at every gate

Contact made and lead qualified to enter Quote Required. Proposal sent to enter Follow Up Required. All follow-ups complete to enter Decision Pending. Customer commitment to enter Closed Won.

Zember handoff defined
Six required fields before handoff

Customer name, staff count, industry, identified need, timing, and proposed product solution. Same criteria for both Workforce and Brandforce streams.

Deal ageing rule

Any deal not moved in seven days is flagged for human review. Deals are never auto-closed. Escalation to Ed or Arne.

Full detailed build brief
Pipeline stages, entry/exit criteria, step-by-step workflows, Zember handoff pack, Bespoke Operations handoff checklist, HubSpot usage guide, automation opportunities.
Download full brief

B
B: Budget

The budget is the financial personification of the strategy.

Actuals versus budget, month by month. Lauren owns financial reporting. DCH Chartered Accountants, Palmerston North. Financial year end 31 March.

Year to date: April and May 2026 actuals
Total sales YTD
$276,922
vs budget $195,000
+$81,922 ahead
Gross profit YTD
$105,519
GP% 38% vs budget 34%
+4% above target
EBITDA YTD
$18,533
vs budget ($32,539)
+$51,072 ahead
Contribution margin
$92,832
CM% 34% vs budget 25%
+$43,276 ahead
Monthly actuals vs budget to March 2027
MonthSalesBudgetVarianceGP%EBITDAStatus
April 2026$186,045$40,000+$146,04539%$28,444Actual
May 2026$90,877$150,000($59,123)37%($9,911)Actual
June 2026n/a$62,500n/a34%($25,835)Budget
July 2026n/a$102,500n/a34%($22,145)Budget
August 2026n/a$152,500n/a35%$6,630Budget
September 2026n/a$202,500n/a35%$4,119Budget
October 2026n/a$252,500n/a35%$38,080Budget
November 2026n/a$252,500n/a35%$38,080Budget
December 2026n/a$202,500n/a35%$17,860Budget
January 2027n/a$202,500n/a35%$19,374Budget
February 2027n/a$202,500n/a35%$22,774Budget
March 2027n/a$202,500n/a35%$5,913Budget
Full year$276,922 YTD$2,111,923n/a~35%$108,473FY Mar 27
Scenario planning model

Adjust the sliders to stress-test the revenue model. Defaults reflect the locked numbers.

Revenue inputs (NZD $M)
$1.5M
$0.5M
$3.0M
$2.0M
$1.0M
Margin assumptions
35%
20%
Workforce/Horticulture Brandforce New sector
Reset to defaults
Live sales performance dashboard

Live data from HubSpot. Enter the Spoke password to view.

Spoke Sales Performance Dashboard Open in new tab
Financial reporting cadence
FrequencyWhatWhoNotes
MonthlyManagement reportsLauren, DCH Chartered AccountantsProduced by the 10th of the following month. Uploaded to Spoke OS. Reviewed at the monthly management meeting.
MonthlyCashflow forecast updateLaurenRolling forecast updated with actuals and revised forward projections. ASB facility position monitored.
QuarterlyBudget reforecastLauren, Arne, EdAt each quarterly sprint review. Material changes reflected in the scenario builder.
AnnuallyFull budget setLauren, Arne, EdSet at the annual strategy session. Financial year end 31 March. Aligned to the VSBE strategy cycle.
E
The resourcing principle

We hire AI agents before we hire people. Where humans are deployed, they are in roles that require judgement, relationship, and trust. The team below delivers a $2M Year 1 target with no new permanent headcount.

The team
PersonFocusTime splitNotes
Ed
Sales Director
Workforce sales. Growing existing accounts, van visits, indent calendar, new account acquisition. 70% BAU, running the business. 30% working on the business: sprint tasks, building systems, making the business go faster. The 70/30 split formalises what is already happening. Gives the board clear visibility on how Ed's time is structured.
Mark
Sales
Brandforce sales. Outbound acquisition, anchor account pursuit, hero product campaigns. Full focus on Brandforce during the sprint. Existing resource, already in budget. Focused lane switch to Brandforce for the sprint period.
Arne
Director
Systems and strategy support. AI build, technology enablers, HubSpot architecture, configurator builds, strategic oversight. Part time in the business, focused on enabling the sales motion. Primary builder of the technology layer that makes the sales engine run.
Sage
Admin and marketing
Admin, marketing support, knowledge coordination, Microsoft Planner, HubSpot data entry. Role unchanged. Executes tasks flowing from the sprint plan. First point of contact for Planner updates and knowledge folder management.
Lauren
Finance and accounts
Finance, accounts, and financial reporting. Role unchanged.
Yvette
Operations
Operations. Order fulfilment, branding job coordination, supplier liaison. Role unchanged. Key feedback loop for what is working in practice versus in theory.
Lead generation: Zember

Spoke is using Zember as its external lead generation partner for both the Workforce and Brandforce streams. Zember handles outbound calling, qualification, and lead handoff. Ed and Mark close.

The engagement is deliberately staged. Spoke starts at the entry rate for the first one to two months to test quality and fit. If results justify it, the engagement scales. If not, Spoke exits with minimal commitment.

$1,667
Per month, entry rate. One to two months to test.
$3,333
Per month, scaled rate. If results justify.
2 streams
Workforce and Brandforce, separate briefs.
Low risk
Exit if results do not justify scaling.
What this team delivers

This team, structured this way, is capable of delivering $2M in Year 1 revenue without adding permanent headcount. The AI layer handles the operational load that would otherwise require two to three additional hires. The resourcing model is the commercial case for being AI-native: lean, fast, and margin-protective by design.


Execution
E
How we run the business

Strategy without execution
is just a document.

The 90-day sprint, the meeting cadence, the management systems, the resourcing model, and the technology stack. This is how the strategy becomes reality.

05
The resourcing principle

We hire AI agents before we hire people. Where humans are deployed, they are in roles that require judgement, relationship, and trust. The team below delivers a $2M Year 1 target with no new permanent headcount.

The team
PersonFocusTime splitNotes
Ed
Sales Director
Workforce sales. Growing existing accounts, van visits, indent calendar, new account acquisition. 70% BAU, running the business. 30% working on the business: sprint tasks, building systems, making the business go faster. The 70/30 split formalises what is already happening. Gives the board clear visibility on how Ed's time is structured.
Mark
Sales
Brandforce sales. Outbound acquisition, anchor account pursuit, hero product campaigns. Full focus on Brandforce during the sprint. Existing resource, already in budget. Focused lane switch to Brandforce for the sprint period.
Arne
Director
Systems and strategy support. AI build, technology enablers, HubSpot architecture, configurator builds, strategic oversight. Part time in the business, focused on enabling the sales motion. Primary builder of the technology layer that makes the sales engine run.
Sage
Admin and marketing
Admin, marketing support, knowledge coordination, Microsoft Planner, HubSpot data entry. Role unchanged. Executes tasks flowing from the sprint plan. First point of contact for Planner updates and knowledge folder management.
Lauren
Finance and accounts
Finance, accounts, and financial reporting. Role unchanged.
Yvette
Operations
Operations. Order fulfilment, branding job coordination, supplier liaison. Role unchanged. Key feedback loop for what is working in practice versus in theory.
Lead generation: Zember

Spoke is using Zember as its external lead generation partner for both the Workforce and Brandforce streams. Zember handles outbound calling, qualification, and lead handoff. Ed and Mark close.

The engagement is deliberately staged. Spoke starts at the entry rate for the first one to two months to test quality and fit. If results justify it, the engagement scales. If not, Spoke exits with minimal commitment.

$1,667
Per month, entry rate. One to two months to test.
$3,333
Per month, scaled rate. If results justify.
2 streams
Workforce and Brandforce, separate briefs.
Low risk
Exit if results do not justify scaling.
What this team delivers

This team, structured this way, is capable of delivering $2M in Year 1 revenue without adding permanent headcount. The AI layer handles the operational load that would otherwise require two to three additional hires. The resourcing model is the commercial case for being AI-native: lean, fast, and margin-protective by design.



Meeting cadence

Execution is maintained through a regular cadence of meetings. Each meeting has a clear purpose and a clear output.

FrequencyMeetingPurposeAttendees
WeeklyArne and Ed one-to-onePipeline review, Find Your Five, van calendar for the coming week, sprint task progress. 30 minutes every Monday.Arne, Ed
WeeklyMarketing meetingRolling monthly planning cadence. First or last meeting of the month locks next month's van calendar and marketing priorities.Arne, Ed, Sage
WeeklyEd one-to-ones with teamIndividual accountability conversations. Standing agenda: one friction sentence from the week. Feeds the friction log.Ed and each team member
MonthlyManagement meetingRevenue versus budget (Lauren presents), sprint progress, friction log review, strategy updates captured. 60 minutes.Full team
QuarterlySprint reviewReview sprint results, set next 90-day priorities, update strategy document, reforecast budget. Half day.Arne, Ed, board input
AnnualStrategy sessionFull VSBE strategy refresh. Melbourne-style. Lock in the calendar six months before financial year end.Arne, Ed, board

The four management systems
System one
Financial reporting
Lauren produces monthly management reports via DCH. Arne uploads updated cashflow forecast and reports to the Spoke OS Budget tab each month. Reviewed at the monthly management meeting.
System two
Sales performance
The Sales Performance Dashboard at dashboard-sales.spoke.nz pulls live from HubSpot. Reviewed weekly by Ed and Arne at their one-to-one. Key metrics: actual versus budget, calls, visits, pipeline, GP%, average deal age.
System three
Sprint execution
Microsoft Planner is the task management tool. Six headline projects. Sage loads and maintains tasks. Ed and Arne review sprint progress at the weekly one-to-one and the monthly management meeting.
System four
Strategy system
The Spoke OS is the single source of truth. Updated monthly at the management meeting. Zara makes all edits. Version controlled with a changelog. Arne owns the update cycle.

90-day sales sprint: June to September 2026
The operating principle

This is a sales sprint, not a build sprint. For 90 days Spoke focuses on sales execution. Technology builds run only where they directly enable a sale. Ed is in the van. Arne is enabling the van.

What pauses
n8n automation development New system integrations The closed loop Infrastructure not enabling a sale
Active during the sprint
New AI workflow builds Brandforce configurator build Curation tool build Custom and indent configurator
Sprint revenue targets (bi-monthly)
StreamJuly targetAugust targetSeptember targetNotes
Workforce, horticultureTBC after budget reviewTBC after budget reviewTBC after budget reviewTo be updated after sales budget review
BrandforceTBC after budget reviewTBC after budget reviewTBC after budget reviewNew stream. First anchor account target: end of July
Workforce indent calendar

Applies to Workforce horticulture only. Brandforce is not bound by the indent calendar. Indent is something to be aware of, not the primary driver of the van calendar.

Largest window
October delivery
Commitments due April to May 2027. Large summer RSE and seasonal crew kit-out. The van calendar in April-May 2027 will be shaped around this window.
January delivery
Commitments due July to August 2026. Packhouse season. Events calendar clusters in July. Indent conversations happen alongside events visits.
May delivery
Commitments due November to December 2026. Winter RSE order. Smaller than October but important to capture.
Van operating model

The van calendar is a living plan, not a fixed schedule. At every marketing meeting, Arne and Ed plan what two van days per week (on average) look like for the coming month. The plan locks into an Outlook calendar appointment showing the region the van will be in on each day. This is visible to Zember so they can book visits in the right regions at the right times.

The indent calendar informs which accounts appear as priorities in which months. It is one input into the planning conversation, not the only one.

Sprint progress
90-day sprint tasks 0 of 0 complete
Microsoft Planner: six headline projects
W
Workforce sales
Van visits, indent calendar, account growth. Ed leads.
Priority 1
Load all horticulture accounts into HubSpot with headcount, spend tier, personas, and indent windows
Every active and target account gets headcount confirmed, spend tier set, relevant personas flagged, and indent windows marked. Foundation for Find Your Five and the van calendar.
30 June
Planner: Workforce sales > Account setup
Build strategy to win new business
Define the approach for new Workforce account acquisition. Subtask: win first orders from at least five new accounts during the sprint.
Mid July
Planner: Workforce sales > New account pipeline
Build the Workforce configurator
Being built in a separate Claude Code instance. Subtasks: persona-by-category mapping (Ed and Arne, 5hrs, end of July), testing and internal deployment.
End of June
Planner: Workforce sales > Configurator
Identify and scope the new sector for Workforce Year 2
Options: construction, farming, forestry, hospitality. Criteria: persona fit, wallet size, Ed's network, geographic overlap with van calendar.
End of July
Planner: Workforce sales > New sector
B
Brandforce sales
Outbound launch, anchor account acquisition, hero products. $500k Year 1.
Priority 1
Build Brandforce target list: 30 to 50 businesses across agri-supply, animal health, drench, construction
For each: company name, industry, decision-maker, phone and email, estimated campaign budget, most relevant hero product category.
End of June
Planner: Brandforce sales > Target list
Develop three hero product examples with visuals: headwear, outerwear, socks or fleece
Each example: visual mock-up, price per unit, minimum order value. These anchor the calling script and the follow-up email.
End of June
Planner: Brandforce sales > Hero products
Win five to ten Brandforce anchor accounts at $30k to $60k each
Ed personally pursues anchor accounts. Lead with the hero product relevant to their industry. First anchor account target: end of July.
End of July
Planner: Brandforce sales > Anchor accounts
Build preparation and onboarding pack for Zember (call script is a subtask)
Full onboarding pack for Zember covering both Workforce and Brandforce streams. Call scripts, qualification criteria, handoff process, reporting format.
End of June
Planner: Brandforce sales > Zember onboarding
Build the Brandforce configurator from completed brief
Brief is complete and held. Active sprint build. Starts after website MVP is live.
End of July
Planner: Brandforce sales > Configurator
T
Technology enablers
Builds that directly enable the sales motion.
Priority 2
Build HubSpot custom fields: account level and persona level
Full field spec complete and ready. Note: link to the HubSpot fields brief from this session to be included for Sage to access.
End of June
Planner: Technology > HubSpot build
Build van location management system in Outlook calendar
Structured Outlook calendar showing which area the van will be in on which days. Visible to Zember for booking coordination.
End of June
Planner: Technology > Van location system
Build and launch website MVP from the Claude Code brief
Brief complete. Ed needs to be able to send a prospect to the site within two weeks of Melbourne.
End of July
Planner: Technology > Website MVP
Build Find Your Five dashboard in HubSpot and launch as the Monday morning routine
End of July
Planner: Technology > Find Your Five
Build custom and indent configurator from Ed's interview brief
Ed interview done. Produce build brief from interview output. Triggered via Custom button in both Workforce and Brandforce configurators.
End of July
Planner: Technology > Custom configurator
Build curation tool v1
Active sprint build. Running in a separate Claude Code instance. Deploy internally once stable.
End of July
Planner: Technology > Curation tool
Build branding workflow configurator
Manages the branding workflow. Subtask: document embroidery and print supplier routing by garment category (Yvette, 2hrs, end of July).
End of July
Planner: Technology > Branding configurator
Portal scoping call with Mike at Wired and CIN7 to HubSpot spend sync
End of July
Planner: Technology > Integrations
Claude licence check
End of June
Planner: Technology > Admin
Determine brand direction for Workforce and Brandforce and how it relates to Spoke
End of July
Planner: Technology > Brand direction
CIN7 to HubSpot spend sync: automate the penetration scoring
Automate the flow of actual spend data from CIN7 into HubSpot so the customer scoring model updates without manual input. Enables Find Your Five to run on live data.
End of July
Planner: Technology > Integrations
Build the three HubSpot pipelines with six stages each and the deal ageing rule
Create Workforce Revenue, Brandforce Revenue, and Bespoke Operations pipelines. Load six stages in each: Opportunity Identified, Quote Required, Follow Up Required, Decision Pending, Closed Won, Closed Lost. Configure the seven-day deal ageing flag.
End of July
Planner: Technology > HubSpot build
M
Telemarketing and marketing
Outbound engine live within two weeks. Brand credibility. Events.
Priority 1
Discovery call with Zember, finalise brief, start calling within two weeks of Melbourne
Zember brief drafted and held. Run discovery call, finalise brief for both streams, agree qualification criteria and feedback loop.
Week 1 back
Planner: Marketing > Telemarketing launch
Find and brief Kelly Marketing Agency as parallel or backup option
Week 1 back
Planner: Marketing > Telemarketing launch
Book and exhibit at Hort Conference and Apples and Pears Conference, July
Book stands immediately. Zara prepares event pack two weeks before each. All contacts into HubSpot within 48 hours of each event.
Book now, July events
Planner: Marketing > Events
Set up the cadence of meetings and Outlook calendar
End of June
Planner: Marketing > Cadence setup
Update the Sales Performance Dashboard with three recommendations
Add: Brandforce pipeline card, GP percentage indicator, monthly strategy review completion indicator.
End of July
Planner: Marketing > Dashboard update
Monthly strategy review and update session (evergreen, recurring)
All team. Any strategy changes or ideas captured as subtasks throughout the month. At the monthly session: work through them, update the strategy document, save the new version, move on.
Monthly, ongoing
Planner: Marketing > Strategy updates
O
Operations
Friction log, Quote Required checklist, branding workflow, strategy updates.
Priority 2
Launch the friction log: every customer interaction logs one friction sentence in HubSpot
One sentence per interaction. Zara reviews monthly and surfaces patterns. Brief Sage on the habit before launch.
Mid July
Planner: Operations > Friction log
Define Quote Required information checklist for both Workforce and Brandforce pipelines
What specific information does Ed or Mark need from the customer before they can build the quote? Document and load into HubSpot as a stage requirement.
End of July
Planner: Operations > Pipeline standards
Review branding automation build at Day 60: decide whether to accelerate
Day 60
Planner: Operations > Branding automation
C
Confidential: resourcing and people
Founders only. Not in board pack or team comms.
Priority 2
Run resourcing and scenario modelling: Mark, sales hire, telemarketing, offshore admin, Arne's time
Today
Planner: Confidential > Resourcing
Decide next hire timing: sales person versus operational hire versus continue lean
Today
Planner: Confidential > Resourcing
Three milestone gates
MilestoneDateCriteria to passOwner
Day 30Early July 2026HubSpot fields built. Telemarketing running for both streams. Website live. Van location system live. Find Your Five running weekly. Five or more Workforce leads in pipeline. First Brandforce prospect conversation held.Arne and Ed
Day 60Early August 2026January indent commitments won from target packhouse accounts. First Brandforce anchor account won. Workforce configurator deployed internally. Persona-category mapping 80% complete. First case study drafted.Arne and Ed
Day 90Early September 2026Revenue on track for $2M by March 2027. Five to ten Brandforce anchor accounts in play or won. New sector identified and scoped. Board update prepared. Resourcing decision made.Arne and Ed, board input
What good looks like by September 2026
The pipeline clearly supports $2M by March 2027. The Brandforce engine is running with at least one anchor account won. Ed reaches for the Workforce configurator before reaching for a catalogue. The team knows what they are building and why.