FAMILY
C A T H E D R A L YEAR 1 GO-TO-MARKET PLAN
OVERVIEW
Cathedral Family is a comprehensive initiative to inspire high-net-worth families to build enduring multi-generational legacies rooted in faith and purpose. By combining immersive experiences, high-quality media, and tailored curriculum, this initiative draws timeless lessons from cathedral building to transform families. This Year 1 GTM plan includes special experiences for patriarchs and matriarchs, followed by a fullfamily journey, alongside robust production and publishing deliverables.
PHASE 1: FOUNDATIONS (MONTHS 1-3)
Goal: Establish credibility, engage early adopters, and create momentum.
1. Key Activities:
Launch the Couples Trip for Patriarchs and Matriarchs: A 5-day immersive experience for couples to explore iconic cathedrals, reflect on their legacy, and begin developing a personalized Family Planner. Create and distribute Video Trailers and Marketing Flyers to communicate the vision effectively.
Publish a Full-Color Magazine showcasing Cathedral Family's mission and offerings to engage prospective families and donors.
2. Deliverables:
3 couples trips with 10 couples each.
3 high-quality video trailers and 1 magazine edition tailored for families and donors.
PHASE 2: AWARENESS & ENGAGEMENT (MONTHS 4-6)
Goal: Broaden outreach, deepen engagement, and introduce family-wide offerings.
1. Key Activities:
Host Webinars, Workshops, and Retreats: Focus on topics such as multi-generational wealth planning and spiritual alignment, providing both virtual and in-person options. Introduce the Cathedral Family Journey: A 7–10 day immersive experience for entire families, integrating guided tours of historic cathedrals with intentional discussions, storytelling, and the finalization of their Family Planner. Promote Cathedral Family University Certification: Offer courses to advisors on legacy building, wealth transfer, and philanthropy.
2. Deliverables:
5 webinars with 200+ attendees. Enrollment of 50 advisors in Cathedral Family University. 2 full-family tours with 15 families each.
PHASE 3: SCALING & IMPACT (MONTHS 7-12)
Goal: Expand reach, deepen family engagement, and deliver measurable impact.
Curriculum, including daily inspirations and case studies tailored for families.
Offer ongoing Family Planner Coaching: Provide post-tour support to families as they implement their Family Planner.
2. Deliverables:
5 family retreats and 3 donor events generating $2M.
Launch Legacy Library with 20 families onboarded.
10 full-length teaching series and companion study guides.
SPECIAL FEATURES: COUPLES TRIPS & FAMILY JOURNEYS
1. Couples Trip (Patriarchs and Matriarchs)
A 5-day exclusive journey for couples to explore iconic cathedrals, reflect on their personal legacy, and begin crafting their Family Planner with expert guidance.
Deliverable: 3 trips, engaging 10 couples each.
2. Cathedral Family Journey (Full Family)
A 7–10 day immersive experience for entire families, combining cathedral visits, storytelling, and the completion of their Family Planner. Includes interactive sessions to align the family’s legacy vision.
Deliverable: 2 tours, hosting 15 families each.
REVENUE STREAMS (YEAR 1 GOALS)
Couples Trips: $750K (30 couples, $25K/couple).
Cathedral Family Journeys: $2.25M (30 families, $75K/family).
Custom Curriculum: $750K (15 families, $50K/family).
Donor Campaigns: $2.5M (5 patrons).
Legacy Library Subscriptions: $2M (100 families, $20K/family).
Cathedral Family University: $500K (200 participants).
BUDGET ALLOCATION
1. Production and Publishing: $1.5M.
2. Tour Logistics: $1.5M.
3. Technology Development (Legacy Library): $1M.
4. Curriculum Development: $750K.
5. Staff and Operations: $1.25M.
PROJECTED IMPACT
Engage 50+ families in active legacy-building.
Generate $8M+ in Year 1 revenue through tours, curriculum, and library subscriptions.
Cement Cathedral Family as the leading legacy-building platform, creating a foundation for multi-generational faith and purpose.
This GTM plan incorporates the couples and family journeys while maintaining focus on comprehensive production and publishing deliverables, ensuring a successful launch year.