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.
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 $5M.
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: (30 couples).
Cathedral Family Journeys: (30 families).
Custom Curriculum: (15 families).
Donor Campaigns: (5 patrons).
Legacy Library Subscriptions: (100 families).
Cathedral Family University: (200 participants).