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Fix database connection - ShahilFind users in table for Kearney surveyCold outreach to business owners - Ian (apollo → Lemlist)Find out how to vet users - pull into pitch deckLook at partnership for data points that reveal actual behaviour of respondentsResearch big corporate research houses - Matt helpReach out to agencies Loom for pitch - Matt helpCRM up and running Website re-skin Loom for signup — Tim Due diligence - IanMulti-select - Ian Eloise survey
Ian SinclairCreated ranking option on Landbot through RegexLearnt a lot of what not to doCreated a Ring fence for the first timeStarted 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 KearneyGoal of 350, dismally failed despite many various approaches and attempts 
Shahil Poonsamy
Tim TreagusA lot of excitement from prospective investors I have spoken toPromising 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 greatDidn’t support Ian well in the Kearney survey
Ian SinclairIan SinclairShahil PoonsamyTim TreagusTim TreagusTim TreagusTim TreagusIan SinclairIan SinclairShahil PoonsamyShahil PoonsamyIan SinclairShahil PoonsamyIan SinclairTim Treagus
Tim TreagusShahil PoonsamyIan SinclairIan SinclairIan Sinclair
25 - 29 Apr |
Goals and focus
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Team Member
Highs
Lows
Little movement, but in the right direction.
Bad mental health week, work suffered for it, didn’t get much done
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Start, Stop, and Continue? Add Your Feedback Clear Dummy Data
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What should we...
Feedback
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Notes
Continue Doing
Making the Data Studio Template more professional.
Turn to AI
Improvements on the Landbot and system process side.
Turn to AI
Turn to AI
Database functionality fix
Turn to AI
Turn to AI
Turn to AI
Start Doing
Be disciplined at going through each survey we put out to check for errors and logic
Turn to AI
Be more intentional about planning for the day and setting targets
Turn to AI
Push out marketing content regularly
Turn to AI
Internal checks of each survey before client test. (at least 3 different people)
Turn to AI
Better team communication and overview/checking of work.
Turn to AI
Touch base with the team next week (after db fix) to reassess goals and next steps
Turn to AI
Turn to AI
Turn to AI
Turn to AI
Stop Doing
Turn to AI
B2B clients (Or charge 3 x more and allow 3 x more time)
Turn to AI
Turn to AI
Action Items Add Manual Action Items Clear Dummy Data
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Action Item
Select Owner
Internal checks of each survey before client test. (at least 3 different people)
Avoid B2B for now or charge 3 x more and allow 3 x more time. (Not yet a capability)
Decide if we are a platform or service? * Differentiate
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