growth playbook · Oct 18, 2026

Civic Roundtable growth playbook

Civic Roundtable has three open roles, and the most important is its first Head of Marketing, reporting to the CEO, who will lead a growth marketer (demand generation and field) and a designer.

The rest of the hiring (a Deployments Lead and its first product manager beyond the Head of Product) says the product is growing faster than the team can roll it out.

It has strong proof (thousands of organizations in all 50 states, 25 case studies, a 30-day deployment at Colorado veterans affairs) and a new distributor, Vertosoft, but the site gives a buyer no way to see how to purchase, and most proof is hard to find by sector. This playbook gives the new marketing team a first 90 days built on procurement, dated moments in each sector, and field programs run with customers.

Growth Score

Biggest Opportunity

Remove procurement as the bottleneck (a how-to-buy page, the Vertosoft vehicles, then a cooperative contract) and time campaigns to the dates every buyer in a sector shares, such as the January Point-in-Time count and the post-election review.

Biggest Risk

Government sales cycles and procurement rules can outlast a small team's runway, and general tools agencies already own (Microsoft Teams, SharePoint, Salesforce) look good enough to a buyer who never sees the coordination results.

Start here

The three moves to make first. Each one is written up in full below.

A "How to buy Civic Roundtable" page: the Vertosoft contract vehicles, SAM.gov, security and a quote in one place
Ask Vertosoft for the list of contract vehicles that now carry Civic Roundtable and the ordering steps for each, and draft the page from that list.
High impact First result in 3-6 weeks
Put each of the 25 case studies on the solution page for its sector, with the result in the headline
Build a spreadsheet of the 25 case studies with sector, state, use case and the one result each one proves.
High impact First result in 2-4 weeks
A ready-made "PIT count coordination" workspace offered to every Continuum of Care before January
Ask the Continuums of Care already on the platform which parts of the 2026 count they ran in it, and build the template from their setup.
High impact First result in January

Your idea portfolio

21 ideas, grouped by when to run them. Open any idea for how to run it: the steps, who to approach, copy you can use, and how to measure it.

7 ideas are marked Unexpected: plays you are unlikely to have tried.

This week 6

Quick wins with a clear first action.

The homepage ends in "Talk to our team" and there is no pricing, procurement or security-buying page, yet the first question every agency asks is how it can buy without a new RFP. Since October 1 the answer exists (Vertosoft's contract vehicles), and it is buried in a press release.
High impactLow effort First result in 3-6 weeks Head of Marketing
First action
Ask Vertosoft for the list of contract vehicles that now carry Civic Roundtable and the ordering steps for each, and draft the page from that list.
How to measure it
Median days from verbal yes to purchase order
Now
–
Target
-30%
By
end of next quarter
Steps
Get the vehicle list
Every contract vehicle, its eligible buyers and ordering steps, confirmed in writing by Vertosoft.
Head of Marketing 2 days
List the buying facts
SAM.gov status, AWS GovCloud, SOC 2 Type II, accessibility and data residency answers.
Deployments Lead 1 day
Write the page
Sections for program leads, procurement officers and IT security, each with its own short answer.
Head of Marketing 1 day
Design the forwardable PDF
One page a champion sends to purchasing, with the vehicle names and contacts.
Marketing Designer 1 day
Add the quote form
Asks for state, agency type and preferred vehicle, and routes to sales in HubSpot.
Growth Marketer 2 hours
Link it everywhere
Homepage footer, every case study, every sales follow-up email.
Growth Marketer 1 hour
First result
3 to 6 weeks
Cost
$0, about a week of work
Owner
Head of Marketing
Smallest test
Send the one-page PDF to the champions on the five deals stuck longest in purchasing and track which move.
Why it works
Ready to use
ChecklistProcurement page sections
Risks and how to handle them
Evidence
Civic Roundtable has 25 case studies and 11 solution pages, but the homepage surfaces only two stories as cards and there is no case-study index in the navigation. A housing director landing on the housing page should see the three housing stories first.
High impactLow effort First result in 2-4 weeks Growth Marketer
First action
Build a spreadsheet of the 25 case studies with sector, state, use case and the one result each one proves.
How to measure it
Solution-page demo requests
Now
–
Target
+40% relative
By
6 weeks
Steps
Tag the stories
Sector, state, use case and headline result for all 25.
Growth Marketer 3 hours
Rewrite titles
Result first, agency second, under 70 characters.
Head of Marketing 3 hours
Add a stories block
Three matching stories on each of the 11 solution pages.
Marketing Designer 1 day
Add a customers index
A filterable page by sector and state, linked from the navigation.
Marketing Designer 1 day
Mark up
Article schema and descriptive titles for search and AI answers.
Growth Marketer 2 hours
Track
Demo requests by entry page in HubSpot.
Growth Marketer 1 hour
First result
2 to 4 weeks
Cost
$0
Owner
Growth Marketer
Smallest test
Add the stories block to the housing and veterans pages first and compare demo requests for a month.
Why it works
Risks and how to handle them
Evidence
The site says 5,000+ organizations, another profile says 4,000+, the sitemap lists a /blog-copy page, and Mozilla Observatory grades the marketing site D-. A state security reviewer who checks the vendor's own site before a review sees all three.
Medium impactLow effort First result in 1 week Head of Marketing
First action
Run the Mozilla Observatory scan and list the missing headers.
How to measure it
Marketing-site Observatory grade
Now
–
Target
B or better
By
1 week
Steps
Pick the number
One customer count with its source and date.
Head of Marketing 1 hour
Update every page
Homepage, partner releases, LinkedIn and decks.
Growth Marketer 2 hours
Remove /blog-copy
Unpublish it and drop it from the sitemap.
Growth Marketer 15 minutes
Add security headers
Content-Security-Policy, HSTS and others through Cloudflare.
Senior Product Manager 3 hours
Re-scan
Confirm the new grade and keep the report for reviewers.
Senior Product Manager 15 minutes
Tell sales
A line for security questionnaires on the public site's grade.
Head of Marketing 15 minutes
First result
1 week
Cost
$0
Owner
Head of Marketing
Smallest test
Fix the headers through Cloudflare today and re-scan.
Why it works
Risks and how to handle them
Evidence
HUD requires the Point-in-Time count in the last 10 days of January, and Civic Roundtable already ran a practitioner debrief on the 2026 count. Volunteer coordination, maps and shift updates for the count are a concrete, dated job its workspaces already do.
High impactLow effort First result in January Growth Marketer
First action
Ask the Continuums of Care already on the platform which parts of the 2026 count they ran in it, and build the template from their setup.
How to measure it
CoCs using the PIT template in January
Now
–
Target
25
By
January 31
Steps
Build the template
Zones, volunteer roles, training library, day-of channel, debrief form.
Deployments Lead 3 days
Write the debrief report
What the 2026 practitioner debrief found, as a short public piece.
Head of Marketing 1 day
List the targets
Every Continuum of Care lead agency by state.
Growth Marketer 1 day
Run a November webinar
Two current customers walk through their count.
Growth Marketer 1 day
Offer the pilot
Free through the count, converting to the regular plan in February.
CEO 1 hour
Support the week
Deployments on call during the last 10 days of January.
Deployments Lead 1 week
First result
January
Cost
Staff time plus free pilots
Owner
Growth Marketer
Smallest test
Offer the template to ten Continuums of Care already in customer networks.
Why it works
Risks and how to handle them
Evidence
The South Carolina State Election Commission is a named customer, and ASU's Mechanics of Democracy Laboratory trains future election officials on the platform. After the November 3, 2026 general election, every office writes an after-action review of how it coordinated with counties.
Medium impactLow effort First result in 4-6 weeks Growth Marketer
First action
Ask the South Carolina State Election Commission whether they would share how they coordinate with counties, for the guide.
How to measure it
Meetings with election offices
Now
–
Target
15
By
December 31
Steps
Draft the template
Sections for county coordination, communications, issues log and training.
Head of Marketing 1 day
Get a customer quote
South Carolina on what changed with a shared workspace.
Head of Marketing 2 days
Build the list
State election directors and the largest county election offices.
Growth Marketer 1 day
Send from November 4
A short note and the template, no gate.
Growth Marketer 1 day
Follow up in December
A demo offer timed to budget planning.
CEO 1 day
Report
Downloads, replies and meetings.
Growth Marketer weekly
First result
4 to 6 weeks
Cost
$0
Owner
Growth Marketer
Smallest test
Send the template to ten state election directors on November 5.
Why it works
Risks and how to handle them
Evidence
Colorado's Division of Veterans Affairs went live in 30 days, which is unusual for government software, but the site never shows what those 30 days contain. A program lead needs to show their director that the rollout will not land on their staff.
Medium impactLow effort First result in 1 month Deployments Lead
First action
Write down the steps the team followed for Colorado and the hours the agency spent on each.
How to measure it
Opportunities with the deployment plan attached
Now
–
Target
80%
By
6 weeks
Steps
Document the plan
Four weeks, tasks, owners on each side, hours required.
Deployments Lead 1 day
Design the page
A clear timeline with the Colorado result.
Marketing Designer 1 day
Make a PDF
For champions to attach to approval memos.
Marketing Designer 2 hours
Add to proposals
Every proposal includes the plan.
CEO 1 hour
Collect the hours
Track actual agency hours per deployment.
Deployments Lead ongoing
Update quarterly
Refresh with the latest average.
Deployments Lead 1 hour a quarter
First result
1 month
Cost
$0
Owner
Deployments Lead
Smallest test
Attach the PDF to the next five proposals and ask champions if it helped.
Why it works
Risks and how to handle them
Evidence

This quarter 9

The core plays for the next three months.

A distributor partnership produces deals only when the distributor's reps know what to sell and to whom. The October announcement is a release, not yet a program.
High impactMedium effort First result in 2 months Head of Marketing
First action
Ask Vertosoft's partner manager which of their agency customers match the five sectors.
How to measure it
Partner-sourced opportunities
Now
–
Target
10
By
end of quarter
Steps
Write the brief
Who buys, what problem, three customer proofs.
Head of Marketing 1 day
Record the demo
20 minutes, by sector.
Marketing Designer 2 days
Agree deal registration
Simple rules on who owns which account.
CEO 1 week
Train their reps
One session, recorded.
Head of Marketing 1 day
Run the webinar
With one customer speaker.
Growth Marketer 1 day
Review monthly
Registered deals and stage.
CEO monthly
First result
2 months
Cost
$0 plus partner margin on deals
Owner
Head of Marketing
Smallest test
Brief two Vertosoft reps and track any deals they register in 30 days.
Why it works
Risks and how to handle them
Builds on
Evidence
The company is named for the format government leaders already trust, and the Head of Marketing post names roundtables and dinners as part of field strategy. A customer host makes the invitation credible to peers in the same state.
High impactMedium effort First result in 1 quarter Growth Marketer
First action
Ask the Arizona Governor's Office contact to co-host a housing coordination breakfast in Phoenix.
How to measure it
Opportunities from attendees within 90 days
Now
–
Target
20%
By
after four events
Steps
Pick four cities
Where customers are strongest and willing to host.
Growth Marketer 1 day
Recruit hosts
One customer leader per event.
Head of Marketing 2 weeks
Invite peers
15 to 20 leaders in the same sector and state.
Growth Marketer 2 weeks
Check ethics rules
Meal and gift limits for public employees in that state.
Head of Marketing 1 day
Run the event
Discussion led by the host, no product pitch.
Growth Marketer half a day each
Publish the summary
Takeaways as a blog post, with permission.
Head of Marketing 1 day
First result
1 quarter
Cost
$1,500 to $3,000 per breakfast
Owner
Growth Marketer
Smallest test
Run one breakfast in Phoenix and count meetings booked.
Why it works
Risks and how to handle them
Evidence
No vendor in this category publishes data on how agencies coordinate across organizations. Civic Roundtable has thousands of public-sector and partner organizations it can survey.
High impactMedium effort First result in Launch quarter Head of Marketing
First action
Write 12 questions and test them with five customers.
How to measure it
Meetings booked from the report
Now
–
Target
40
By
60 days after launch
Steps
Write the survey
12 questions, under 5 minutes.
Head of Marketing 2 days
Field it
In-product prompt plus email to the network.
Growth Marketer 3 weeks
Analyze
National findings and state cuts where samples allow.
Growth Marketer 1 week
Design the report
Short, chart-led, ungated summary.
Marketing Designer 1 week
Pitch press
Government technology and public-administration outlets.
Head of Marketing 1 week
Send by state
Each state's cut to its leaders.
Growth Marketer 2 weeks
First result
Launch quarter
Cost
$2,000 for design and a respondent incentive
Owner
Head of Marketing
Smallest test
Run the survey in one sector first and publish a short brief.
Why it works
Risks and how to handle them
Evidence
Every customer workspace invites other agencies and grantees, so thousands of organizations already use the product without owning an account. A county that joined a state's workspace may coordinate its own providers too.
High impactMedium effort First result in 2 months Senior Product Manager
First action
Count active members whose organization has no workspace of its own, by type of organization.
How to measure it
Workspaces created from the invite path
Now
–
Target
30
By
end of next quarter
Steps
Size it
Active invited organizations without their own workspace.
Senior Product Manager 2 days
Design the prompt
Shown after a month of activity, easy to dismiss.
Senior Product Manager 1 week
Build guided setup
Templates by use case.
Senior Product Manager 2 weeks
Route to sales
Public agencies go to the CEO's sales team.
Growth Marketer 1 day
Ask the host
Let the hosting customer opt in, so it never feels like poaching.
Deployments Lead 1 day
Measure
Prompts shown, workspaces started, deals.
Senior Product Manager weekly
First result
2 months
Cost
About three weeks of product work
Owner
Senior Product Manager
Smallest test
Email 20 highly active invited organizations offering their own workspace.
Why it works
Risks and how to handle them
Evidence
The six use cases (communities of practice, grantee support, technical assistance and training) are exactly what program managers search for when they set up a new initiative, but the pages describe the product instead of giving the plan.
Medium impactMedium effort First result in 2-3 months Growth Marketer
First action
Ask three customers for the charter or onboarding document they use and adapt it with permission.
How to measure it
Template downloads
Now
–
Target
500
By
90 days
Steps
Collect real templates
From three customers.
Growth Marketer 1 week
Write six guides
One per use case, practical first.
Head of Marketing 2 weeks
Design the templates
Word and PDF.
Marketing Designer 1 week
Optional email
Ask for email only to send updates; download works without it.
Growth Marketer 2 hours
Share with associations
Offer templates to sector associations' resource pages.
Growth Marketer 1 week
Track
Downloads and demo requests that follow.
Growth Marketer monthly
First result
2 to 3 months
Cost
$0
Owner
Growth Marketer
Smallest test
Publish the community-of-practice guide first and watch downloads for a month.
Why it works
Risks and how to handle them
Evidence
Civic Roundtable already attends the National Association of State Directors of Veterans Affairs training. National associations of state directors are where the buyers for a sector meet once a year.
High impactMedium effort First result in Per event Growth Marketer
First action
List each sector's national association and its next annual meeting date.
How to measure it
Meetings from association events
Now
–
Target
10 per event
By
end of quarter
Steps
Map associations
One per sector with dates and costs.
Growth Marketer 1 day
Pitch talks
A customer and a Civic Roundtable lead, on a practical topic.
Head of Marketing 2 weeks
Prepare follow-up
A sector-specific offer for attendees.
Growth Marketer 2 days
Book meetings ahead
Invite target states to meet during the event.
CEO 2 weeks
Run the event
Talk, meetings, a small dinner if rules allow.
Growth Marketer per event
Report
Meetings, pipeline and cost per meeting.
Growth Marketer after each
First result
Per event
Cost
$3,000 to $15,000 per event
Owner
Growth Marketer
Smallest test
Pitch a customer talk to the veterans directors' next meeting.
Why it works
Risks and how to handle them
Evidence
Civic Roundtable ran its inaugural Public Sector AI Summit this year. Agencies are being asked what to do about AI, and few vendors give them practitioner-led answers.
Medium impactMedium effort First result in Event quarter Head of Marketing
First action
Set the date and ask three customers from the first summit to speak again.
How to measure it
Opportunities influenced by the summit
Now
–
Target
25
By
90 days after the event
Steps
Set the date
Avoid legislative sessions and budget weeks.
Head of Marketing 1 day
Recruit speakers
Customers with real AI uses.
Head of Marketing 4 weeks
Promote by sector
Invitations through associations and customers.
Growth Marketer 6 weeks
Produce it
Virtual or hybrid, with recordings.
Growth Marketer 1 day
Publish the brief
Short, practical, ungated.
Marketing Designer 1 week
Follow up
A sector-specific offer to attendees.
Growth Marketer 2 weeks
First result
Event quarter
Cost
$5,000 to $20,000
Owner
Head of Marketing
Smallest test
Run one 45-minute webinar on AI uses with two customers.
Why it works
Risks and how to handle them
Evidence
Customer quotes are about outcomes ("More people join the weekly meetings", "a network that didn't exist two years ago"), but those numbers only live in each customer's head. The Insights module can measure them.
High impactMedium effort First result in 1 quarter Deployments Lead
First action
Define the five numbers and pull them for the ten largest customers.
How to measure it
Gross renewal rate
Now
–
Target
95%
By
next four quarters
Steps
Pick five numbers
The ones customers quote.
Deployments Lead 1 day
Build the report
Automated from Insights.
Senior Product Manager 2 weeks
Design it
One page, printable.
Marketing Designer 2 days
Send quarterly
To admin and director.
Deployments Lead 1 day a quarter
Flag expansion
Programs that could use their own workspace.
Deployments Lead quarterly
Track
Renewals and expansions by report.
Deployments Lead quarterly
First result
1 quarter
Cost
About two weeks of product work
Owner
Deployments Lead
Smallest test
Hand-build reports for five customers renewing this quarter.
Why it works
Risks and how to handle them
Evidence
Grantee support and technical assistance are two of the six use cases, and both are usually paid for by grants. When an agency wins or renews a grant for that work, it has money and a deadline to show coordination.
High impactMedium effort First result in 6 weeks Head of Marketing
First action
List the five largest grant programs in housing and public health that fund technical assistance, and their award dates.
How to measure it
Meeting rate on grant-award outreach
Now
–
Target
15%
By
end of quarter
Steps
Pick programs
Grants that fund coordination, TA or grantee support.
Head of Marketing 1 week
Track awards
Weekly check of award announcements.
Growth Marketer weekly
Write the note
Short, with a matching case study.
Head of Marketing 2 hours
Send within two weeks
To the named program lead.
Growth Marketer ongoing
Offer setup
A workspace configured for their grantees.
Deployments Lead per deal
Measure
Reply and meeting rates by program.
Growth Marketer monthly
First result
6 weeks
Cost
$0
Owner
Head of Marketing
Smallest test
Send the note to ten recent award winners in one program.
Why it works
Risks and how to handle them
Evidence

Big bets 3

Larger plays that can change the trajectory.

Most state and local agencies can buy from cooperative contracts that another public body has already competed. The Vertosoft vehicles help, but a contract in Civic Roundtable's own category removes the procurement step for thousands of agencies.
High impactHigh effort First result in 2-3 quarters CEO
First action
Ask Vertosoft which cooperative contracts it holds and which open solicitations fit the product.
How to measure it
Share of new deals on cooperative contracts
Now
–
Target
40%
By
3 quarters after award
Steps
Map the options
Which cooperatives, which categories, which deadlines.
CEO 2 weeks
Decide direct or partner
Through Vertosoft or as prime.
CEO 1 week
Write the response
Pricing, references, security documentation.
Head of Marketing 4 weeks
Prepare references
Customers willing to be referenced.
Deployments Lead 2 weeks
Market the award
Procurement page, emails, associations.
Head of Marketing 2 weeks
Train the team
How to quote on the contract.
CEO 1 day
First result
2 to 3 quarters
Cost
Staff time and possible administrative fees on sales
Owner
CEO
Smallest test
Confirm one cooperative contract Vertosoft already holds can carry the product.
Why it works
Risks and how to handle them
Builds on
Evidence
The site lists AWS GovCloud and SOC 2 Type II but no StateRAMP or FedRAMP authorization. Larger states increasingly require StateRAMP for cloud vendors, and federal partners require FedRAMP.
High impactHigh effort First result in 3-4 quarters CEO
First action
List the open deals and target states that require StateRAMP or FedRAMP and the deal value at stake.
How to measure it
Pipeline in states requiring StateRAMP
Now
–
Target
2x
By
two quarters after authorization
Steps
Size the demand
Deals and states that require it.
CEO 1 week
Pick the assessor
Third-party assessment organization quotes.
Senior Product Manager 2 weeks
Close gaps
Controls and documentation.
Senior Product Manager 1 to 2 quarters
Publish status
Trust center and procurement page.
Head of Marketing 1 day
Tell target states
Outreach once in progress.
Head of Marketing 1 week
Decide on FedRAMP
Based on federal partner demand.
CEO next year
First result
3 to 4 quarters
Cost
Assessment and engineering cost in the tens of thousands of dollars or more
Owner
CEO
Smallest test
Ask five large prospects whether StateRAMP is required.
Why it works
Risks and how to handle them
Evidence
Civic Roundtable hosts networks that did not exist before (the Arizona Governor's Office quote), but they are invisible outside the platform. A public directory of networks lets organizations find and request to join them.
High impactHigh effort First result in 2 quarters Senior Product Manager
First action
Ask ten customers whether they would list their network publicly and what they would show.
How to measure it
Public network listings
Now
–
Target
150
By
2 quarters after launch
Steps
Validate with customers
What they would show and who approves.
Senior Product Manager 2 weeks
Design listings
Opt-in, minimal, editable.
Senior Product Manager 3 weeks
Build join requests
Approved by the network admin.
Senior Product Manager 3 weeks
Launch with 20 networks
Across sectors and states.
Head of Marketing 1 week
Search pages
One page per network and per state and sector.
Growth Marketer 2 weeks
Measure
Listings, requests, new workspaces.
Senior Product Manager monthly
First result
2 quarters
Cost
About a quarter of product work
Owner
Senior Product Manager
Smallest test
Publish five networks as static pages and count join requests.
Why it works
Risks and how to handle them
Builds on
Evidence

Wildcards 3

Unexpected experiments, each with a cheap way to test it.

ASU's lab already trains future election officials on the platform. Public-policy and public-administration programs teach coordination without a real tool to practice in.
Medium impactMedium effort First result in 1 academic year Head of Marketing
First action
Ask the ASU lab what materials they built and whether they would co-author a teaching kit.
How to measure it
University programs using the platform
Now
–
Target
10
By
end of next academic year
Steps
Write the kit
With ASU.
Head of Marketing 1 month
Set classroom terms
Free, time-limited, no student data sold.
Senior Product Manager 1 week
Recruit programs
Ten public-administration schools.
Growth Marketer 2 months
Certificate
Simple completion certificate.
Marketing Designer 1 week
Collect stories
One case per term.
Head of Marketing per term
Measure
Programs, students, alumni who become customers.
Head of Marketing yearly
First result
1 academic year
Cost
Hosting and staff time
Owner
Head of Marketing
Smallest test
Pilot with one course at ASU next term.
Why it works
Risks and how to handle them
Evidence
Grantee support is a core use case and many network members are nonprofits funded by state agencies. A nonprofit coordinating its own subgrantees today uses email and shared drives.
Medium impactMedium effort First result in 1 quarter Senior Product Manager
First action
Find five nonprofits that are active members of customer networks and ask what they use for their own coordination.
How to measure it
State program officers invited by grantees
Now
–
Target
50
By
2 quarters
Steps
Define the tier
Limits that suit one nonprofit, not an agency.
Senior Product Manager 1 week
Build the share feature
Read-only view for the funder.
Senior Product Manager 3 weeks
Recruit nonprofits
From existing networks.
Growth Marketer 1 month
Route funders
Program officers who accept go to sales.
Growth Marketer ongoing
Support lightly
Self-serve help center.
Deployments Lead ongoing
Measure
Free workspaces, funder invites, deals.
Senior Product Manager monthly
First result
1 quarter
Cost
Hosting plus a month of product work
Owner
Senior Product Manager
Smallest test
Offer five nonprofits free workspaces by hand.
Why it works
Risks and how to handle them
Evidence
Emergency Services is one of the five sectors. During a disaster, agencies and partners need one place for updates, resources and contacts, and setting it up mid-crisis is the problem.
Medium impactMedium effort First result in Next season Deployments Lead
First action
Ask any emergency services customer how they coordinated during their last event.
How to measure it
Emergency agencies with a standby workspace
Now
–
Target
15
By
start of hurricane season
Steps
Design the template
Contacts, resources, situation reports.
Deployments Lead 2 weeks
Write an activation playbook
What happens in the first 24 hours.
Deployments Lead 1 week
Target agencies
State and county emergency management in high-risk regions.
Growth Marketer 2 weeks
Offer setup
Configured before the season.
Deployments Lead per agency
Run a tabletop
Exercise with each agency.
Deployments Lead per agency
Tell the story
After an activation, with permission.
Head of Marketing after events
First result
Next season
Cost
Staff time
Owner
Deployments Lead
Smallest test
Run one tabletop exercise with an existing emergency services customer.
Why it works
Risks and how to handle them
Evidence

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30/60/90 roadmap

What to focus on in each month, and the ideas that carry it.

Days 1 to 308 ideas
Fix how agencies buy and find proof: the procurement page, case studies by sector, trust hygiene, the deployment plan, and two dated campaigns (PIT count and post-election), plus the Vertosoft kit and the first roundtable.
Days 31 to 609 ideas
Build the repeatable engines: the coordination survey, invited-organization accounts, template pages, associations, network health reports and grant-award outreach, plus the wildcards.
Days 61 to 904 ideas
Plan the summit and commit to the big bets (a cooperative contract, StateRAMP, the public network directory) on the first 60 days of evidence.

Civic Roundtable growth playbook

Diagnosis

A "How to buy Civic Roundtable" page: the Vertosoft contract vehicles, SAM.gov, security and a quote in one place

Put each of the 25 case studies on the solution page for its sector, with the result in the headline

A ready-made "PIT count coordination" workspace offered to every Continuum of Care before January

This week 6

How to run it: A "How to buy Civic Roundtable" page: the Vertosoft contract vehicles, SAM.gov, security and a quote in one place

Steps

Why it works

Why it works

Ready to use

Risks and how to handle them

Risks and how to handle them

Evidence

Evidence

How to run it: Put each of the 25 case studies on the solution page for its sector, with the result in the headline

Steps

Why it works

Why it works

Risks and how to handle them

Risks and how to handle them

Evidence

Evidence

How to run it: Trust hygiene before a state IT reviewer looks: one customer count, the stray /blog-copy page, and a D- security grade

Steps

Why it works

Why it works

Risks and how to handle them

Risks and how to handle them

Evidence

Evidence

How to run it: A ready-made "PIT count coordination" workspace offered to every Continuum of Care before January

Steps

Why it works

Why it works

Risks and how to handle them

Risks and how to handle them

Evidence

Evidence

How to run it: A post-election after-action kit for state and county election offices, timed for the week after November 3

Steps

Why it works

Why it works

Risks and how to handle them

Risks and how to handle them

Evidence

Evidence

How to run it: Publish the 30-day deployment plan, week by week, so buyers see what Colorado saw

Steps

Why it works

Why it works

Risks and how to handle them

Risks and how to handle them

Evidence

Evidence

This quarter 9

How to run it: A Vertosoft co-selling kit and joint webinar so their reps can sell Civic Roundtable

Steps

Why it works

Why it works

Risks and how to handle them

Risks and how to handle them

Builds on

Builds on

Evidence

Evidence

How to run it: A "Roundtable" breakfast series in state capitals, one sector per city, hosted with a current customer

Steps

Why it works

Why it works

Risks and how to handle them

Risks and how to handle them

Evidence

Evidence

How to run it: "State of Government Coordination": an annual survey of the 5,000-organization network

Steps

Why it works

Why it works

Risks and how to handle them

Risks and how to handle them