The forces moving the regional ISP market regardless of what we do. We're operating inside this picture, not above it.
Wireless → fiber migration is market-wide
When a household's neighborhood gets any fiber, they leave wireless. Whoever signs them first wins the customer for ~16 years. Not an InfoWest dynamic; it's the regional telecom shift.
Customers escape incumbent failures
Every switching customer Jan–Apr was triggered by a problem with TDS, Quantum, CenturyLink, or AT&T. Verbatim: "predatory," "nightmare," "outages," "buffering," "failed to deliver." We catch escape velocity. We don't create demand.
"No contract internet" is a real category
US national search demand 4,670/mo across 4 phrases (LOW competition). IW currently has zero impressions on contract-intent terms — ceding the entry point. Customers use these exact words.
The market is in a pricing war
TDS and Quantum run monthly promos. ~63 competitor price quotes hit our calls every month. Customers compare offers, not brands, at the price step. Without an offer we lose the conversation.
1
ICP Acquisition + Offer
Family (primary) and Budget (secondary) get the paid distribution + monthly rotating intro pricing. Tech / Pro / Ultimate exist as self-select. First offer launches Jun 1 with the new site; sales team trained before the ad spend turns on.
Adam · Jasper (creative) · Sales team (Heather, Kenzie, Kaden, Steve M.)
2
Lead + Customer Nurture (GHL)
Retention. Tier-upgrade. Video testimonial collection. Wireless→Fiber migration test. The end-to-end pipeline needs to work as one — leads, upsells, retention, migration all move smoothly through GHL. Sales/CSR → Infrastructure handoff designed. Referral revamp polishes Q3.
Adam (marketing + GHL config) · Tyler (potential pillar PM, TBC) · Dev team · Heather (migration)
These are the numbers that tell us we're moving in the right direction. They replace call volume / ARPU / churn % as the decision-driving KPIs.
LTGP : CAC
≥ 3 : 1
Family + Budget paid, 6-week window
Payback period
< 12 mo
Ideal 6 · gates Q3 paid scale-up
Gross MRR
≥ +10% YoY
Same-month 2025 × 1.10
Net MRR
Positive
Retention flow working · churn save rate trend
Still tracked, not deciding
Call volume (activity, not result) · ARPU (per-customer revenue — defensive; will keep us where we are if it's the optimization target) · Churn % (back-end loss). These describe where we are; they don't drive where we go. Reported for visibility, not for decisions.
What we're deliberately NOT doing in Q2
Fiber new-project sourcing (Q3)
Content Engine kickoff (Q3)
Per-city landing pages (Q3 with Content Engine)
Per-project fiber LPs (Q4 — Q2/Q3 too loaded with personas campaign)
Referral revamp (Q3 sub-phase)
Wireless→Fiber migration full rollout (Q4)
Tech / Pro / Ultimate paid distribution (budget too small for now; revisit when share-of-spend allows)
Cedar City Campaign (still parked)
Scaling paid spend before offer math clears 3:1