23 - 27 May |

Goals and focus

Team Highs and Lows

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Team Member

Highs

Lows

Team Member

Highs

Lows

1

Ian Sinclair

To be done with the Mess of Kearney Survey

Gain 350+ business owner responses

Many learnings and ideas from failures

The data validation, tiresome editing of the Kearney data mess

Time taken in finishing survey

Feeling not fully recognised or valued from the larger Delta perspective during review

2

Shahil Poonsamy

Felt quite productive this week

DB plan and mapping - more people have context and are up to date

Fixed bugs in development db (not yet implemented in prod)

Having a dev environment is fairly complicated from an architectural point of view - needed help from Cheslyn to set things up and will continue to need help when migrating changes to prod

Blocked quite often waiting for people with more context to reply

Haven’t updated DB with landbot data - the missing survey questions and other column mismatches put this on hold for a bit

Life for tim and ian seem difficult difficult lemon difficult

3

Tim Treagus

Some possible new investors - few good leads

Pipeline is looking good

Delivered data to Kearney in what would be remembered as the hardest survey ever

Kearney survey took a lot out of tim and Ian

Due diligence docs not moving fast

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Start, Stop, and Continue?

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What should we...

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What should we...

Feedback

Raised By

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Notes

Continue Doing

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Ian Sinclair

Turn to AI

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Ian Sinclair

Turn to AI

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Turn to AI

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Working confidently in dev DB (remember it can’t hurt you it’s just a dev DB)

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

Push out marketing content regularly

Tim Treagus

Turn to AI

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Be more empathetic to survey respondents and treat them like customers - apply same marketing content principles

Tim Treagus

Turn to AI

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Tim Treagus

Turn to AI

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All learning from Kearney Debacle...

Ian Sinclair

Turn to AI

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Set up/separate B2b clients + B2c Clients

Ian Sinclair

Turn to AI

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Defining difference and implementing difference between platform and insights (Regarding changes, testing ect)

Ian Sinclair

Turn to AI

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Create holistic plan for reward system, quality checks and participant growth to the next 4 months

Ian Sinclair

Turn to AI

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Document plan for DB

Shahil Poonsamy

Turn to AI

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Communicate DB plan to elmar

Shahil Poonsamy

Turn to AI

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Turn to AI

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Turn to AI

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Stop Doing

Silo’d working without more frequent check-ins with the rest of the team or Jono/Davie/Elmar

Shahil Poonsamy

Turn to AI

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Separated communication with Tim and team. Avoid Whatsapp with clients. (Not CC Tim in all emails)

Ian Sinclair

Turn to AI

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Bending toward clients wants to an extent that is detrimental to the overall result.

Ian Sinclair

Turn to AI

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Protect our time when needed by clearly laying out survey parameters to client

Tim Treagus

Turn to AI

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Action Items

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Action Item

Select Owner

Action Item

Select Owner

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

8

All learning from Kearney Debacle...

Ian Sinclair

9

Set up/separate B2b clients + B2c Clients

Ian Sinclair

10

Create holistic plan for reward system, quality checks and participant growth to the next 4 months

Ian Sinclair

11

Defining difference and implementing difference between platform and insights (Regarding changes, testing ect)

Ian Sinclair

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