Netcom × Verizon · internal working doc · Aug 19, 2026 · Paul + Andrew only

Third in the program.
Still wearing Preferred.

Verizon's scorecard ranks Netcom 3rd in activations across ~1,000 partners, behind only decade-old Elites. This is the working case for the off-cycle bump.

VERIFIED recomputed from raw data or corpus fact DIRECTIONAL real signal, limited window ILLUSTRATIVE shape of the story, numbers TBD

01 · The growth story

July 2026 did half of 2025's full-year revenue.

$1.9M revenue · July 2026 · QuickBooks

2025 produced ≈$3.7M. July 2026 did 51% of that in one month (QuickBooks). VERIFIED

Monthly revenue · QuickBooks P&L · 2026 FIG 01

$1M

$640K

JAN

$419K

FEB

$1.43M

MAR

$708K

APR

$759K

MAY

$599K

JUN

biggest month ever

$1.88M

JUL

$61K*

AUG*

*Aug = 1–19 only; invoicing lags the month. Source: QuickBooks P&L, pulled 8/19. YTD revenue $6.50M. VERIFIED

$6.50M

revenue YTD through Aug 19 (QuickBooks), ≈1.8x full-year 2025 V

$4.94M

total 2026 deal flow incl. booked & outstanding (Zoho CRM) V

debt. 100% owner-held, self-funded V

~20

people producing all of it. AI-native ops V

02 · The scoreboard they showed us

Verizon scored us two 4s and two 3s. Here is the plan for the 3s.

Verizon's Aug scorecard (Jan–Jul data). The 3s are visibility problems, not performance problems.

3/5

Strategic Alignment

Advocate list is Associate-Director-heavy. Elite needs Sr. Director and VP advocates.

3/5

Joint Sales Execution

Sales feedback High/High. Drag = marketing frequency LOW, use-case frequency LOW, funnel visibility MEDIUM.

4/5

Market Access

BM + PS West, 6 govt vehicles. Missing: proven vertical domain expertise they can position.

4/5

Capabilities & Scale

18 VZ-aligned people, 100+ combined VZ years.

Now

Gap-closure meeting

~1 week out. Jason/Veronica/Eddie need tangible plans they can package.

Then

Business case upstairs

Larger leadership audience + sales advocates in the room.

Then

Exclusivity sign-off

Program-guide language, light paperwork. Andrew already said: no impediment.

Target

Off-cycle Elite bump

Jason on record: "elevate you based on merit." Hold him to the sequence, in writing.

Run both clocks. Push for mid-year and build every asset to win the Feb 2027 review if the exception stalls. Only 3 Elites exist among 18 Preferred; a first promotion in years is career-safe if we hand them the proof.

03 · The numbers that argue for us

The performance already meets the Elite bar.

16.5K

activations Jan–Jul · 3rd in the entire program V

28.3K

full-year pace; clears the 25K Elite gate by 13% D

94.07%

of activations at $19.99+ MRC. Verizon: "very, very healthy" V

clawbacks on 680 June activation lines D

Pace to the 25K Elite activation gate FIG 02

25K GATE

16.5K actual (Jan–Jul) 28.3K projected (run-rate)

Run-rate: 16.5K ÷ 7 × 12. Co-sell reporting lags up to 6 months, so the real number is likely higher. DIRECTIONAL

Product	GA YTD	Rank	YoY	Read
One Talk Desk	6,597	4th	+247%	Flagship practice · 13% Public Sector mix
FWA	6,052	3rd	+274%	Core motion, still tripling
Phones (excl. OT LTE)	2,885	3rd	+10,203%	New practice built in one year

Zero clawbacks on the June SOVA statement ($99,288 / 680 activations). Three clean months makes this a survivability headline before Verizon ships their churn metric. DIRECTIONAL

04 · The vertical Verizon keeps asking for

Energy is already a $1.7M practice.

Jason described his dream partner: "I have an oil-and-gas use case, I don't even think of anyone else." That partner already exists.

2026 revenue by vertical · QuickBooks · direct + Verizon-lead (SOVA) FIG 03

Energy · Oil & Gas · UtilitiesTallgrass $1.12M · APS · BKV · Longpath + One Talk base

$1,867,002

Media · EntertainmentDish Network $446K · Republic Amusements · CinemaWest

$638,958

Transportation · FleetAmazon family $431K (Lockers · Prime Air · DSPs) · Lighthouse · Verra · +12

$517,095

Construction · Industrial60+ contractors, almost all Verizon-lead One Talk

$503,182

Healthcarehome health · senior care · clinics · Circle the City

$205,878

Public Sector · Educationhousing authorities · fire districts · schools + 6 contract vehicles

$177,173

QuickBooks, 8/19. Direct sales classified per account, 98% of dollars VERIFIED · Verizon-lead $2.3M split by four months of SOVA statements DIRECTIONAL · 837 customers touched in 2026.

The claim: "Over $1.7M invoiced in energy in 2026. Tallgrass alone $1.12M; APS entering Partner Marketing Builder." Figures from QuickBooks; survives an audit.
Construction, the vertical on Verizon's own scorecard: #1 in the One Talk base every month measured. $503K across 60+ named contractors.
Transportation/fleet: $517K combined. Amazon alone is $431K across fulfillment, lockers, and Prime Air.
Public Sector: 6 contract vehicles, $177K PS/Edu in the One Talk base, Milwaukee SD in flight. Pitch: "the partner building PS with you."

05 · Built to sell up AND down market

Revenue is diversified: enterprise, co-sell, and small business.

Netcom designs networks, sources 50+ OEMs, and holds direct enterprise relationships. Revenue grows on multiple engines.

Where revenue comes from · weights are Andrew's forecast, not yet computed FIG 04

40%

35%

15%

10%

Direct enterprise (Tallgrass, Amazon, Arrow…) Verizon co-sell Wireline / business agent Field services

ILLUSTRATIVE: not yet computable from data. For the Verizon version, show diversification as stability. No other-carrier slice; the exclusivity gate makes an AT&T wedge self-defeating.

Day 1

Tallgrass: customer since founding, ~$1.5M/yr V

1,200+

active endpoints under management, 48+ states V

50+

OEM relationships: Peplink, Ericsson, InHand, Fortinet, Meraki… V

facilities by Oct 1: Englewood HQ, Huntington Beach, Fort Worth + new warehouse V

Not for the deck: Amazon's own engineer rated our Prime Air enclosure design above WWT's. Save it for the room, verbally.

06 · Scrappy beats incumbent

How Netcom compares to the current Elite partners.

Netcom is AI-native: a company brain wired into inventory, CRM, and every inbox. Reps get answers in minutes.

The second brain is live. Agents answer product, pricing, and order questions 24/7. Rep-facing bots deployed.
The partner portal exists today: certified catalog, plan-tier pricing, quote-to-live tracking, Mr. Netcom concierge.
Speed: ~20 people doing what competitors staff 3–10x for.
Tie AI to the scorecard: instant rep answers → survey scores · monthly funnel package → visibility Medium→High · auto-assembled use cases → marketing Low→High.

⚠ Clean up before anything goes external: what Verizon could catch

Quote turnaround: "under 1 hour" vs "under 30 minutes" in two docs. Measure it, publish one number.
"24-hr SLA" on the scorecard vs a documented 2-day SOW response. Reconcile before they do.
April deck pre-claims "Preferred Elite Partner." Kill that version.
Deck's "$20M revenue" and "4,000 activations/month" don't reconcile. Use scorecard-native numbers.
Mr. Netcom had a silent 7-day outage (fixed 7/28). Verify live before anyone demos it.

07 · The de-risk is the leadership

The business case Jason can take to his leadership.

Give the gatekeepers the two-founder story that makes the promotion the safe call.

Andrew · founder at both altitudes

$3.7M full-year 2025 → $1.9M single month (Jul 2026, QuickBooks), self-funded, zero debt
Closes with reps on the ground, plans at $100M scale
Kept Tallgrass from day one

Paul · 20 years inside Verizon

4 Presidents' Cabinet wins
A promoter network of senior directors, the currency Strategic Alignment counts
20 months deep in AI; came back to build the partner Verizon reps need

One unprompted Sr. Director note into co-sell leadership outweighs ten names on a slide. Fill the business-case meeting's open advocate seats with our 2–3 most senior people.

08 · The packet Jason carries upstairs

Four scorecard gaps. A close plan for each.

Next meeting is packet assembly. Everything we hand them should be paste-ready for their internal business case.

Gap 1 · Senior advocacy

Advocate map + the right rooms

Roster doc: name, title, segment, proof event. Handed to Eddie
Add Emmanuel (SoCal); convert Des Moines, GE podcast, and APS earnings into one internal note each
2–3 senior advocates committed to attend the business-case meeting

OWNER: Paul (network) + Andrew (events) · THIS WEEK

Gap 2 · Vertical proof

Energy first, named and numbered

One-pager: $1.7M energy practice, APS architecture story
PS positioned as committed whitespace: 6 vehicles + Milwaukee SD + 13% OT Desk mix
Ops: add Industry field to Zoho Accounts, backfill top 100

OWNER: Paul (data) + Dillon (CRM) · 2 WEEKS

Gap 3 · Marketing engine

Case-study library goes external

APS + Tallgrass + Prime Air written this week; rebrand the 10 live anonymized deployments as the library
APS into Partner Marketing Builder alongside the GE podcast & PS earnings interviews
Monthly cadence: one new use case, auto-assembled from the brain

OWNER: Andrew (interviews) + Paul (AI assembly) · BEFORE MEETING

Gap 4 · Funnel visibility

From "Eddie has CRM access" to a pushed package

Monthly funnel report from Zoho, delivered to Eddie + co-sell unprompted
Include the monthly clawback rate, ahead of their announced churn metric

OWNER: Paul (automation) · FIRST DELIVERY WITH PACKET

Plus the pre-read email: the sequence and dates in writing ("plans review → business case by [date] → designation [date]. Correct anything."), with the exclusivity language attached.

09 · Case-study library

The case-study library is built and going external.

Story	What it proves	Material	Status
Arizona Public Service	Energy/utility field connectivity: Starlink × Verizon bonded over MPLS	Deployment doc + device guide + $443K deal flow	READY NOW
Tallgrass Energy	Day-one customer, ~$1.5M/yr, pipeline ops at scale	Relationship doc + 54 deal lines	READY NOW
Amazon Prime Air	Enterprise-grade RF engineering: 31 deals, site-survey portal, enclosure design	Meeting transcripts + SOW + portal	ASSEMBLE THIS WEEK
10 anonymized deployments	QSR failover, construction 5G, healthcare POTS, fleet, SD-WAN…	Already written on partner portal	LIVE · REBRAND
WIN Reality	Sports-tech innovation, multi-carrier design	Engineering notes + $251K flow	ASSEMBLE THIS WEEK
Milwaukee School District	Public-sector education anchor	Pipeline, no deployment detail yet	IN FLIGHT
Boeing · DISH · LiveView	Logo-slide names only, no project files found	Needs interviews before any external use	VERIFY FIRST

10 · Headlines we can earn

Six more claims we can earn with data we already have.

"9x% of Netcom activations survive past six months."

NEEDS: one clawback-mining pass. Four statements on disk (Mar–Jun, ~11,000 activations). Publish the real number before Verizon ships their churn metric.

"A construction practice: 60+ contractors, $503K, measured."

EARNED 8/19: #1 vertical in the One Talk base every month measured (Mar–Jun statements + QB direct).

"Quotes in under 30 minutes, measured not promised."

NEEDS: portal instrumentation. Measure it, publish the real number.

"The only VAR that pushes Verizon a funnel report monthly."

NEEDS: one Zoho automation. First delivery ships with the gap packet.

"12 published case studies and counting."

NEEDS: the library going external. 10 stories exist + APS + Tallgrass named.

"$XXM run-rate, clean books, zero debt."

NEEDS: Books↔QB reconciliation. Zero-debt is already fact.