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Old Retros

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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
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Team Member
Highs
Lows
1
Tim Treagus
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
2
Shahil Poonsamy
Finished up scoping (hopefully)
Inter-departmental learning
Elmar and Jono both busy this week
Feeling a lot of pressure
DB issue revealed bigger bugs
3
Ian Sinclair
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.
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Start, Stop, and Continue?
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What should we...
Feedback
Raised By
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Notes
Continue Doing
Reaching out to other teams
Shahil Poonsamy
Turn to AI
Survey for Redflank
Ian Sinclair
Turn to AI
Regular outreach and sales (Constant) Not irregular
Ian Sinclair
Turn to AI
Start Doing
Debugging Landbot (next week)
Shahil Poonsamy
Turn to AI
More nurturing of clients each day.
Ian Sinclair
Turn to AI
Better systems everywhere:
Website signup is a joke
CRM still not clean
Outbound process still not clean and systematic
Tim Treagus
Turn to AI
More LinkedIn content from me personally. More strategic use of linkedin
Tim Treagus
Turn to AI
Set up codebase with DevOps
Shahil Poonsamy
Turn to AI
Leave some time for upskilling
Shahil Poonsamy
Turn to AI
Stop Doing
Planning paralysis
Shahil Poonsamy
Turn to AI
Not taking action: too much research
Tim Treagus
Turn to AI


Action

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