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ZTAG MASTER PLAN

The Document of Record

Grounded in: 747 meetings, 5,862 email threads, 390 deals, 809 leads, Quan's narrative, social physics framework

Date: February 2026
Version: 2.0 (fully refactored against real data)


The Plain Truth

ZTAG is not a company. It's a social mass accumulator.

When kids put on those taggers, they experience embodied connection — the thing humans evolved for, now stripped away by screens. The product works. The product sells itself. The data proves this: people WANT to buy. They love it. They engage enthusiastically.

Then they hit internal bureaucracy and stall.

The job is not sales. The job is pathway stewardship — routing interested people through their organizations' approval processes.

This is the core insight that changes everything.


What the Data Proves

The Good News

Signal Evidence Source
Product-market fit exists $4.2M lifetime closed revenue, 218 wins deals.jsonl
Playmaker flywheel works Jorge Monroy → immediate ask for summer training → case study offer meetings
Warmth differentiates Kristin's "goosebumps" + emoji approach creates loyalty threads
Network Multipliers are gold Derrick Wesby (BACR): 7+ units, zero selling required threads
Direct model is right Team consensus Dec-Feb: "We just say no" to distributors meetings

The Bad News

Signal Evidence Source
94% meeting stall rate 1 close out of 185 Kris meetings deals.jsonl
$1.5M lost revenue 98 closed-lost deals deals.jsonl
$473K stuck 6+ months 41 deals rotting in pipeline deals.jsonl
VP approval kills deals 44% of failures = timing/approval, not price threads
School districts = lowest conversion 28 lost deals ($362K) deals.jsonl

The Implication

People want ZTAG. They don't need convincing. They need help navigating internal approval.

Fix that, and everything else follows.


The Operating Framework

The Pathways Governance (Authoritative)

ZTAG now operates through 7 defined purchasing pathways. See ZTAG_PATHWAYS_GOVERNANCE.md.

Pathway Type Carmee Can Close?
1 Grant-Funded School/After-School Yes
2 3rd-Party After-School (Nonprofit) Yes (if compliant)
3 City/Municipal Purchase Yes
4 Camps Yes
5 Operator/Experience-First Partnership Yes
6 Pilot Program (District-Only) No (Kris owns)
7 Professionals/Operators (Proposed Terms) No (Kris owns)

The Operating Posture (Non-Negotiable)

  1. ZTAG sells itself — Quotes issued only after implicit "yes"
  2. Carmee routes, filters, authorizes, or stops — Pathway stewardship, not sales execution
  3. If no compliant pathway exists, the process ends — No forcing square pegs
  4. Supervised, educational, integrity-aligned → proceed — The guiding principle
  5. Rental, drop-off, unsupervised → STOP — Non-negotiable boundary
  6. Quan may end any pathway at any time — Final authority

What This Fixes

Problem Solution
94% stall rate Don't quote before implicit "yes"
Quoting without qualification Carmee routes/filters BEFORE quote
Distributor confusion No pathway for distributors. STOP.
Unclear escalation Decision table: Carmee closes 1-5, Kris owns 6-7
Champions can't close VP-ready materials (in development)

The Real Personas

Extracted from 76K emails and 747 meetings — not theory, observation.

Persona 1: The Overwhelmed Champion

Archetype: Victoria Morris (VOA LightHouse)

Behavior: Excited at first touch → goes silent for weeks/months → returns apologetically → needs VP approval → quote expires 2-3 times

What they need:

Actual quote: "Yes, ma'am I did and our VP is working thru to see if we can still put it into the budget."

Pathway: 1 or 3 (grant-funded or municipal)


Persona 2: The Internal Connector

Archetype: Jorge Monroy (City of Lancaster)

Behavior: Mid-level supervisor who discovered ZTAG → immediately thinks of other departments → coordinates across organization → asks procurement questions proactively

What they need:

Actual quote: "Our department fully backed the purchase of ZTag because of its ability to reach a broad and diverse audience. I oversee both Youth Services and Senior Services..."

Pathway: 3 (City/Municipal)


Persona 3: The Network Multiplier

Archetype: Derrick Wesby (BACR)

Behavior: Already has ZTAG at multiple sites → expands organically → low-friction reorders → doesn't need selling, needs operational support

What they need:

Actual quote: "I will start working on the check request on my end and submit everything in the morning."

Pathway: 1 (repeat purchase, grant-funded)


Persona 4: The Budget-Constrained Believer

Archetype: Angel Conde (LEARN LA)

Behavior: Wants large order (11 units!) → has hard cost-per-item limits → needs creative invoice structuring → funding falls through

What they need:

Pathway: 6 (Pilot) or graceful pause


Persona 5: The Field Operator

Archetype: Erik Maxwell (GameTruck)

Behavior: Revenue-focused → operational concerns (training, swap logistics) → measures success by event feedback

What they need:

Pathway: 7 (Professional terms)


The Social Physics Framework

From Quan's paper "Physics of Celestial Bodies Applied to Social Dynamics" (November 2023):

"Social interactions and individual behaviors can be likened to the motion of celestial bodies governed by forces similar to those in the physical universe."

Key Concepts Applied to ZTAG

Physics Social Analog ZTAG Application
Mass Accumulated resonance Brand strength, meeting corpus, institutional memory
Gravity Attraction between aligned entities Team crystallization, customer loyalty
Inertia Resistance to change Why bureaucracies stall deals
Escape Velocity Force to break gravitational pull Building toward founder-independence
Geodesic Natural path through curved space Let people follow their authentic trajectory

Framework Validation (Feb 2025 - Feb 2026)

  1. Stan Ejection: Parasitic mass removed → system accelerated
  2. Team Crystallization: Resonant entities (Steve, Malachi) fell into orbit naturally
  3. Charlie's Release: Mass disparity in binary system → corrected by removing finance role
  4. AI Leverage: Accumulating digital mass for eventual escape velocity

The Bet

Thesis

ZTAG can be the first billion-dollar company with <10 employees, leveraging:

Why This Works

Traditional ZTAG AI-Leveraged
Customer intake: 3-5 people AI + Carmee escalation
Training: 10-15 people Steve + Playmaker Developers + AI
Finance: 3-5 people Vania + Justworks + AI
Support: 10-20 people AI first-line + Tin escalation
Sales: 5-10 people Kristin + Carmee + AI qualification
Total: 40-70 people 8-10 people

The Asymmetric Bet

If AI slows: Everyone slows. Relatively, same position. Base business works without AI.

If AI accelerates: ZTAG operates at 50-person scale with 10 people. Escape velocity achieved.

From Quan: "I could be skiing!"


The Organizational Reality

Current Team Structure

Person Role Authority
Quan Gan Vision / Architecture Final authority on all pathways
Charlie Xu Design & Brand Advisory (async, by choice)
Vania Finance Full ownership (post-Charlie release)
Steven Hanna Playmaker Lead Training, Playmaker certification
Kristin Neal Partner Relations Pathways 6-7, district strategy
Carmee Sarvida Pathways Coordinator Pathways 1-5, routes/filters/closes
Tin De Guzman Partner Support Technical support, escalation
Klansys Palacio AI Operations Agent development, automation

The Jedi Council

For ambiguous decisions that can't be resolved by first principles:


What Works (Double Down)

1. Quan's Personal Touch

Evidence: "Thank you again for taking the time to train us today... it was clear how much thought, creativity, and intention went into the design of ZTAG."

Action: Quan does delivery + training for strategic accounts. This IS the Playmaker creation moment.

2. Network Multipliers

Evidence: BACR (Derrick Wesby) — 7+ units, no selling needed.

Action: Identify all accounts with 3+ units. Proactive: "Which sites are next?"

3. Deadline-Driven Deals

Evidence: Ben Delgado (Vaughn Charter) — closed because of June 30 fiscal year + Summer Olympics theme.

Pattern: Deadline + Use Case + Decision Maker = Close

4. Direct Relationship Model

Evidence: "We basically just say no... ZTAG is here to support people directly."

Action: No resellers, no commission, no middlemen. Period.

5. Post-Sale Identity Formation

Evidence: Nobody says "I'm a Playmaker" during procurement. Identity forms AFTER delivery + training.

Action: Focus belief architecture on post-sale journey, not sales messaging.


What Doesn't Work (Stop Doing)

1. Quoting Before Qualifying

Evidence: 94% of meetings stall.

Fix: Pathway classification BEFORE quote. No exceptions.

2. Distributor Pursuit

Evidence: HOKALI, Action Distribution stress, commission seekers.

Fix: No pathway exists. Process ends. Redirect to direct.

3. Chasing Cold Schools

Evidence: 28 lost deals ($362K), lowest conversion.

Fix: Network Multipliers + warm referrals + clear timeline only.

4. Weekly Follow-Up After Ghosting

Evidence: 8+ follow-ups to Victoria Morris, no progress.

Fix: After 3 follow-ups → quarterly check-in. Stop burning cycles.

5. "Belief Architecture" During Sales

Evidence: Zero identity language in procurement conversations.

Fix: Playmaker identity is POST-sale. Certification, badge, community.


The Sequenced Plan

Q1 2026: Stop the Bleeding

Q2 2026: Fix the Close Rate

VP-Ready Arsenal:

Metrics: Close rate 6% → 15%

Q3 2026: Post-Sale Playmaker Conversion

Post-Sale Journey:

Touchpoint Timing
Delivery + Setup Day 0
Training Week 1
First Success Check-in Week 2-4
30-Day Call + Testimonial Ask Day 30
Playmaker Welcome Day 45
90-Day Review Day 90

Metrics: 50+ certified Playmakers, 10 new testimonials

Q4 2026: Scale What Works

If close rate improved: Increase lead volume, test first non-Steve Playmaker Developer, pilot district deals.

If not improved: Deeper diagnosis, possible market segment shift.


Success Criteria: December 31, 2026

VTO Alignment

2025 Actual: $2.3M revenue (66% of VTO target)

VTO 1-Year Targets (2025):

VTO 3-Year Targets:

VTO 10-Year Targets:

2026 Growth Targets

Starting from $2.3M (2025 actual), targeting growth:

Outcome 2025 Actual 2026 Target Growth Path to Get There
Revenue $2.3M $3.0M +30% Fix close rate + VP materials
Close rate ~6% 15%+ +150% Pathway qualification + VP arsenal
Systems sold ~230 300 +30% Clear pipeline first
New clients ~150 200 +33% Network Multipliers + warm referrals
Certified Playmakers N/A 600+ Post-sale flywheel
Network Multiplier accounts N/A 10+ Highest ROI segment
Support tickets >48hr N/A 0 Operational health

The Growth Path: With $2.3M base and close rate improvement (6% → 15%), $3.0M is achievable. If close rate reaches 20%+, we approach VTO's $3.5M target.


The Soul

From Quan:

"I don't necessarily care about myself, my person, as a legacy, but I have an expectation that with my hands, my experience, my time on this planet, I am able to create something that has great benefit to humanity, to the point that it's taken as a utility or a very basic thing."

The Dave McCoy test for every decision:

  1. Does this bring people together?
  2. Does this work with nature, not against it?
  3. Will this still feel right in 30 years?

What we're building:

In 30 years, kids who grew up playing ZTAG will still remember the feeling. Not the brand. The feeling.

That's the legacy.


The Guiding Principle

"Pathway stewardship, not sales execution. ZTAG sells itself."

The product creates joy. Bureaucracy creates friction. Our job is to reduce friction, not increase persuasion.

Route them correctly. Help them close internally. Build identity after they buy.

Everything else follows.


Document Relationships

Document Purpose
This document Strategic vision + validated insights
ZTAG_PATHWAYS_GOVERNANCE.md Operational authority (Carmee's bible)
CMO_STRATEGY_2026.md Execution strategy by quarter
ACTION_PLAN_2026-02-15.md Weekly execution
PARTNER_ALIGNMENT_ASSESSMENT.md Where deals derail
quan_strategic_session_2026-02-13.md Social physics + org design

Document version: 2.0
Generated: February 2026
Grounded in: 747 meetings, 5,862 threads, 390 deals, 809 leads, Quan's narrative
For internal strategic use


"Let us not forget that we are both observers and participants in its unfolding drama, and that the paths we chart, individually and together, shape the mysteries and the majesties of our social universe."

— Quan Gan, "Physics of Celestial Bodies Applied to Social Dynamics"