Skip to content

4 Apr - 8 Apr

Goals

Be mostly finished scope ✅
Get database fixed and running - ❌ but progress
Have setup 5 meetings with investors - Tim ❌
Re-engage old leads (CRM working well) - ✅
Tim figure out scope plan

Team Highs and Lows
Add Your Highs/Lows
Clear Dummy Data

Team Member
Highs
Lows
2 clients - Yoco and Redflank
Matt Quarta - new lead. Growth, funnels, pipeline management
Clarity on market size and pitch angle
Illness
Drop in bigger picture thinking
Long time spent on formbuilder in coda
Shahil been assessing product for 4 weeks. hard for him to take action with no lead
Should have better picture of pipeline
domain causing havoc with delta google business
Finished up scoping (hopefully)
Inter-departmental learning
Elmar and Jono both busy this week
Feeling a lot of pressure
DB issue revealed bigger bugs
Got 2 clients in just when we needed
Reached out to connect with Founders
Form builder completed (But realized needs way more work after getting feedback)
Haven’t had time to upskill in Xero, Tableau or SQL. Hoping to do soon.
There are no rows in this table

Start, Stop, and Continue?
Add Your Feedback
Clear Dummy Data

What should we...
Feedback
Raised By
Turn into Action Item
Notes
Reaching out to other teams
Turn to AI
Survey for Redflank
Turn to AI
Regular outreach and sales (Constant)
Not irregular
Turn to AI
Debugging Landbot (next week)
Turn to AI
More nurturing of clients each day.
Turn to AI
Better systems everywhere:
Website signup is a joke
CRM still not clean
Outbound process still not clean and systematic
Turn to AI
More LinkedIn content from me personally. More strategic use of linkedin
Turn to AI
Set up codebase with DevOps
Turn to AI
Leave some time for upskilling
Turn to AI
Planning paralysis
Turn to AI
Not taking action: too much research
Turn to AI


Action

Want to print your doc?
This is not the way.
Try clicking the ··· in the right corner or using a keyboard shortcut (
CtrlP
) instead.