Section 03

War Room

Pick a target, size the pod, set the spend, and run it. The model ties shipping velocity to switch rate — the faster we ship the differentiators, the faster their base moves.

Primary target

India engineering pod8 engineers

Monthly acquisition spend$40K

Group virality (k-factor %)18%

Horizon36 mo

Monthly burn

$92K

$3M over the horizon

Our golfers

28.00M

Golf Genius left

2330K

Head-to-head share

92.3%

Modeled ARR

$243M

Displacement curve

crossover at month 18

Model, not forecast. Adoption term scales with shipped capability; switch term is 1.2%/mo of the target base at full parity.

Attack plan · Golf Genius

Never sell against them at the club level first — go under them at the foursome level where they have no product.
Publish a one-click 'Import your Golf Genius event' path so switching costs collapse to a paste.
Weaponise the money game: their users already run side action on paper. Own the paper.
Target their renewal windows (Oct–Jan) with a free full-season pilot for one men's club per market.

Parity build: $420K · 34 weeks at current pod rates.