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Old Retros

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16 - 20 May

Goals and focus

Setup database to scale
Grow B2B userbase for Kearney
Cold outreach to business owners - Ian (apollo → Lemlist)
200 business owners
Due diligence docs all done
Outreach
Clickup people - Venetia contacts
Ivory coast assess

Team Highs and Lows
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Team Member
Highs
Lows
1
Ian Sinclair
Created ranking option on Landbot through Regex
Learnt a lot of what not to do
Created a Ring fence for the first time
Started the process of better control, management and overview of future outreach for participants.
New payment
Miscommunication with Tim (Around start date of survey)
Felt unprofessional in the whole process with Kearney
Goal of 350, dismally failed despite many various approaches and attempts
2
Shahil Poonsamy
Little movement, but in the right direction.
Bad mental health week, work suffered for it, didn’t get much done
3
Tim Treagus
A lot of excitement from prospective investors I have spoken to
Promising leads and decent pipeline. However, more clients will break us...
Big holes emerging in our capability to deliver
Lost a bit of focus on what we need to do - day planning not great
Didn’t support Ian well in the Kearney survey
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Start, Stop, and Continue?
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What should we...
Feedback
Raised By
Turn into Action Item
Notes
Continue Doing
Making the Data Studio Template more professional.
Ian Sinclair
Turn to AI
Improvements on the Landbot and system process side.
Ian Sinclair
Turn to AI
Turn to AI
Database functionality fix
Shahil Poonsamy
Turn to AI
Turn to AI
Tim Treagus
Turn to AI
Start Doing
Be disciplined at going through each survey we put out to check for errors and logic
Tim Treagus
Turn to AI
Be more intentional about planning for the day and setting targets
Tim Treagus
Turn to AI
Push out marketing content regularly
Tim Treagus
Turn to AI
Internal checks of each survey before client test. (at least 3 different people)
Ian Sinclair
Turn to AI
Better team communication and overview/checking of work.
Ian Sinclair
Turn to AI
Touch base with the team next week (after db fix) to reassess goals and next steps
Shahil Poonsamy
Turn to AI
Shahil Poonsamy
Turn to AI
Ian Sinclair
Turn to AI
Turn to AI
Stop Doing
Shahil Poonsamy
Turn to AI
B2B clients (Or charge 3 x more and allow 3 x more time)
Ian Sinclair
Turn to AI
Tim Treagus
Turn to AI


Action Items
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Action Item
Select Owner
1
Tim Treagus
2
3
4
Shahil Poonsamy
5
Internal checks of each survey before client test. (at least 3 different people)
Ian Sinclair
6
Avoid B2B for now or charge 3 x more and allow 3 x more time. (Not yet a capability)
Ian Sinclair
7
Decide if we are a platform or service? * Differentiate
Ian Sinclair
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