dialOS

• Category wedge: RGAT (Revenue Generating Activity Time) replaces dial-quota theater with talk + dial + text tied to revenue.
• ICP density: high-ticket info / coaching / B2B outbound floors already live on Close + GHL + Aloware — dialOS sits in that stack.
• Carve-out shape: lean SaaS subscription · cash on balance sheet · positive lifetime net through build years.
• Buyer play: bundle with Close / Whop phone floors / Aloware OEM — distribution without rebuilding product.

Entity: New Reach Education, LLC · Parent: Dial OS · Product: dialos.ai

Builders: Nick Fisher (17+ high-ticket offers incl. Subto.com) + Spencer Handley — intelligence layer that saves sales managers ~2–4 hrs/day by spotting anti-patterns in real time. Source: RGAT deck.

Transaction: DialOS Divestiture 2026 (carve-out from HoldCo)

Ownership (high-level · SnakeOil Sales LLC OA): 50% Agexa / Nicholas Fisher · 50% Spencer Handley (IP). Member-managed. Acquisition = full vest acceleration. Map SnakeOil ↔ New Reach Education / dialOS entity for SPA · transition hours · non-compete

RGAT wedge PDF ↓

Revenue Generating Activity Time = dial time + texting time + conversation time. Industry setter average ~2.05 hrs/day. Recommended floor KPI: 4 hrs RGAT or 5 sets (whichever comes first) — kill dial-quota theater.

Top 3 anti-patterns (every HT setter floor audited)

• Low active time — RGAT < 2 hrs, sporadic presence, speed-to-lead dies
• Blast dialing — high dials, low pickup; looks like “bad leads” until hourly RGAT
• Early hangups / rushing — 1–2 rings then hang; burns leads, hard to see without tooling

Floor proof (from deck)

• Sonora — 2.0 → 4.2 hrs avg RGAT · sets/setter/day 2 → 4
• Drumtrax — setter output doubled in first 48 hours
• BNB Formula — filled calendars with half the setters

Open embedded deck →

Live stack

Assets included (confirm in SPA)

• Domain dialos.ai · product IP (RGAT, dashboard, audit funnel)
• Marketing content + Aloware partnership footprint · RGAT pitch deck
• QB financial package (BS + P&L through Jun 2026)
• NetSuite Income Statement Jun–Jul 2026 — exhibit · xlsx
• Customer DB size · trademarks · code repo transfer

1. Stabilize MRR — NetSuite: Jun subs $0 · Jul closed MRR $9,017.63. Do not use the old ~$6k Jun estimate.
2. Close + dialOS bundle — S2L truth stack for setter/closer floors (Nick stack gospel).
3. Whop / Quantum density — phone-closer rooms as channel without net-new product.
4. Aloware OEM — expand dialer co-marketing already public.
5. Seat / annual packaging — pricing tiers TBD with seller.

Price ladder (gospel):

• Ask: $349,000 — asset sale · domain + IP + customers + RGAT deck/SOPs
• All-cash + Spencer transition (≈45 days): $299,000 (~14% off) — preferred close
• All-cash · thin / no Spencer transfer: $275,000 floor — buyer eats key-person risk
• Holdback 5–10% · 90 days standard · earnout optional only if it raises cash-at-close net

How we got here (vs the Aug 2 strategy memo):

• Memo assumed ~$10k MRR / 70–80% SDE / <5% monthly churn → $294k–$432k. We do not put that range on the CIM until churn + customer count are verified.
• Recalc 2026-09-08: latest closed MRR $9,018 × 12 = $108,212. Healthy-month avg (ex-Apr, ex-Jun, +Jul) $7,711 × 12 = $92,526. TTM Aug ’25–Jul ’26 = $87,551 (QB Total Income; the old $91,297 does not tie). Cash still Jun BS ~$56k.
• SDE-shaped still the healthy NI months (Jan/Feb/Mar/May) avg $6,142 × 12 = ~$74k. July NI $11,202 is not SDE — $2,500 of it is an accounting credit; normalized July NI = $8,702.
• On latest ARR, the ladder is 3.2× / 2.8× / 2.5× ($349k / $299k / $275k). Hold the dollars. Do not lift to the memo $432k on one July print. Do not cut for the June zero.
• Premium justified by: RGAT IP wedge · named floor proof (Sonora / Drumtrax / BNB) · Close/GHL/Aloware stack · Spencer transition optionality

Marketplace: Acquire.com first (memo). Empire Flippers only if we want managed process and will eat fee. Do not list Flippa auction as primary.

Full valuation + sell strategy memo →

Monthly total income (recent)

Recalc. June $0 / ($1,017) is already in the QB lifetime ($177,987 rev · $44,627 NI). Add July only: revenue $187,004 · NI raw $55,829 · NI after stripping the $2,500 accounting credit $53,329. TTM rolls to $87,551. Exhibit →

Adj. EBITDA · CLV · CAC · AOV · churn % · customer count · concentration

ICP: high-ticket info, coaching, B2B outbound floors (≈5–50 seats) running paid + phone acquisition (Meta CAPI, GHL, Close).

Competitive set

• Hyros / attribution — reporting, not floor coaching
• Gong / Fathom — call intel, different job
• Native dialer dashboards (Aloware, Close) — activity without RGAT coaching layer
• Seller’s direct comps list

GA traffic · conversion · keyword demand

• Billing / close timing — Jun NetSuite subs $0; Jul $9,018 is the latest closed MRR. Jul NI not clean (accounting credit).
• Key-person / transition — seller hours and eng ownership unconfirmed.
• Concentration — logo list / >15% customers unknown.
• Integration dependency — value tied to Close/GHL/Aloware remaining open.
• Unaudited books — QB export only.
• Carve-out complexity — IP, domain, contracts must transfer cleanly from HoldCo.

1. NDA + this memo
2. Data room (post-NDA): QB exports, product demo, customer list (redacted → full), repo access, Setter Performance Matrix (May 2025) — customer-named floors; release only after NDA
3. Lock asking price + structure (cash / earnout / transition) — see §06
4. Tech + billing diligence (David on finance)
5. SPA / asset list / domain transfer

Release rule: Performance Matrix URL is gated + not on public sitemap. Jarvis / Nick release to a buyer only after NDA is signed. Broker contact · SBA/Boopos path

REDLINE · SnakeOil narrative insert (post-NDA)

• Placeholder: Add founder video walkthrough + product roadmap deck once attached
• Where: Insert as diligence exhibit between §03 (asset) and §04 (business plan)
• Use: Clarify roadmap sequencing, build scope, and transition risk reduction for buyer confidence
• Release control: NDA signed required before sharing this exhibit externally