16 - 20 May

Goals and focus

Team Highs and Lows

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Team Member

Highs

Lows

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...

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What should we...

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Continue Doing

Making the Data Studio Template more professional.

Ian Sinclair

Turn to AI

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Improvements on the Landbot and system process side.

Ian Sinclair

Turn to AI

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Turn to AI

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Database functionality fix

Shahil Poonsamy

Turn to AI

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Turn to AI

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Tim Treagus

Turn to AI

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Start Doing

Be disciplined at going through each survey we put out to check for errors and logic

Tim Treagus

Turn to AI

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Be more intentional about planning for the day and setting targets

Tim Treagus

Turn to AI

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Push out marketing content regularly

Tim Treagus

Turn to AI

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Internal checks of each survey before client test. (at least 3 different people)

Ian Sinclair

Turn to AI

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Better team communication and overview/checking of work.

Ian Sinclair

Turn to AI

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Touch base with the team next week (after db fix) to reassess goals and next steps

Shahil Poonsamy

Turn to AI

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Shahil Poonsamy

Turn to AI

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Ian Sinclair

Turn to AI

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Turn to AI

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Stop Doing

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Shahil Poonsamy

Turn to AI

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B2B clients (Or charge 3 x more and allow 3 x more time)

Ian Sinclair

Turn to AI

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Tim Treagus

Turn to AI

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Action Items

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1

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Tim Treagus

2

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3

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4

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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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