Running Stand Up Notes

Template:

Stand Up [Today’s Date]

1. Key Performance Indicators (KPIs)

Reporting Week: [Dates]

Web Traffic:

Website Only Traffic

Web Demo Form:

YTD Inbound Funnel

YTD Inbound Funnel

Lifecycle Stage

Count New

Conversion Rate

Notes

Leads

Open

MQLs

Open

SQLs

Open

Opportunity

Open

Deals

Open

Closed Won

Open

There are no rows in this table

⁠

2. Status Updates on Action Items

Action Item: updates

3. Highs & Lows

this week and/or last week

4. Challenges & Roadblocks

This week and/or last week

Action Items for next Stand Up

Bold Item

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New template provided by Dakota——

AUG 27

⁠

AUG 20 2025

Updates on action items that have been assigned

gooooood question..

Vendor campaign performance reports

# of new leads and deals since the previous week

What’s working

What isn’t working

Actions taken to address issues and improve performance Revleads pacing towards $1169 /104

49 clicks

$504

Avg $10.35

~4K impressions

Michelle Vieira - webflow @ Stage DEMO

Helio - post Demo

Ethan - please prioritize Revleads RB2B - they are IN-MARKET

Ekampreet Singh

PATRICK BRAHM

Vendors

L2P

Whitmarsh

There are no rows in this table

⁠

Newsletter & Community

Total # of subscribers

HS:

LinkedIn : 800+

Whitmarsh:

Change in subscribers from previous month

Discuss potential synergies with sales team

Network development progress report

# of new thought leaders and influencers added

# of new press contacts added

Notable developments and conversations

Press & Media

Recent press

Progress with active press campaigns

Partner Engagement

New partners

New partner promotion and collaboration campaigns

Results of recent campaigns

Events

Approaching events

Performance report and key learnings from recent events

Performance and progress report for other initiatives

Stand Up 7/16/25

1. Key Performance Indicators (KPIs)

Reporting Week: [Dates]

Web Traffic:

⁠

Web Demo Form:

2. Status Updates on Action Items

Action Item: updates

3. Highs & Lows

this week and/or last week

4. Challenges & Roadblocks

This week and/or last week

Action Items for next Stand Up

Bold Item

Stand Up 5/14/25

1. Key Performance Indicators (KPIs)

Reporting Week: May 4th - May 10th

Website Only Traffic

Web Demo Form:

⁠

Victor Ramirez -⁠

Direct traffic /request-a-demo

⁠

Claudia Jimerson⁠

- organic search

2. Status Updates on Action Items

Action Item: updates

3. Highs & Lows

this week and/or last week

4. Challenges & Roadblocks

This week and/or last week

Action Items for next Stand Up

Bold Item

Stand Up 4/16/2025

Identify any critical issues or roadblocks that need discussion.

Moving leads into HubSpot from

reply.io⁠

Blocking IP addresses:

Hubspot

GA4

Share Retro from Roundtable:

⁠

document⁠

⁠

Meeting Agenda

1. Key Performance Indicators (KPIs)

Each team member shares 3-5 top-level KPIs they are tracking.

Highlight key trends, insights, and performance shifts.

2. Status Updates on Action Items

Briefly summarize outcomes from tasks assigned in the last meeting.

Note any delays or blockers that need discussion.

3. Highs & Lows

Share up to 4 highlights or challenges from the past week (total, not each!).

Keep it focused on learnings and impact.

4. Challenges & Roadblocks

Bring up any pressing challenges or blockers.

Be as specific as possible so the team can provide meaningful support.

End of Call

Recap key talking points to ensure alignment.

Confirm action items and owners for next steps.

Stand Up 4/16/2025

1. Key Performance Indicators (KPIs)

Reporting Week: April 6th - April 12th

Website Only Traffic:

Web Demo Form: 3

⁠

YTD

⁠

2. Status Updates on Action Items

Action Item: updates

3. Highs & Lows

SEO

Website Launch

4. Challenges & Roadblocks

This week and/or last week

Action Items for next Stand Up

Bold Item

Stand Up 4/10/2025

1. Key Performance Indicators (KPIs)

Reporting Week: 3/30/25 - 4/5/25

Web Traffic: up 29% (756 users)

Organic Social Linkedin : up 80%

Web Demo Form: 3 new submissions

Copy of YTD Inbound Funnel

Copy of YTD Inbound Funnel

Lifecycle Stage

Total Pipeline

New Count

Conversion Rate

Notes

Leads

Open

MQLs

Open

SQLs

0.4

Open

Opportunity

0.07

Open

Deals

Open

Closed Won

Open

There are no rows in this table

⁠

2. Status Updates on Action Items

Action Item: updates

3. Highs & Lows

this week and/or last week

4. Challenges & Roadblocks

This week and/or last week

Action Items for next Stand Up

Bold Item

Stand Up 4/2/25

1. Key Performance Indicators (KPIs)

Reporting Week March 3/23 - 3/29

Web Traffic: Overall up ~5%

Website Only Traffic does not have a full 2weeks of data yet

Web Demo Form: 3

YTD

Disco: 32 (100%)

Demo: 10 (31%)

Demo Follow Up: 1 (10%)

Deal Record: 0

2. Status Updates on Action Items

GA update: New account is set up - Event tracking and other admin setting need to be set. less than 2 weeks worth of data so far.

Twine Hand Holding: In Progress, going well. No charge for April

Partnerships - No updates with Patrick

3. Highs & Lows

Data hygiene is improving - reporting is getting more reliable

LinkedIn Content is performing well

Catalyst misunderstood the lead magnet intention and posted it without any lead capture process.

Missed expectation of completing HubSpot form mapping to be completed last week. Working on it now.

4. Challenges & Roadblocks

Personal challenges - decreased focus and energy

HubSpot Webflow Integration was hitting an error for the new website/staging site.

Fixed this issue yesterday

Large quantity of content to review with Catalyst

Action Items for next Stand Up

What is the status of the website launch and the expectations around it?

What steps are being taken to ensure that the onboarding process is effective despite team members being on vacation?

How will the new definitions of leads and MQLs affect the current sales process?

What steps will be taken to ensure that disqualified leads are properly categorized?

How can the team improve the follow-up process to reduce the no-show rate for meetings?

Stand Up 3/26/25

Reporting Week March 3/16 - 3/22

Web traffic: -25% vs previous week

Web Form Completed: 5

3 Google Organic

1 Direct

1 Hubspot Email

Conversion visit to form (Session Key Event Rate): 0.13% vs Previous Week: 0.06%

Spike in Activity on March 17th

Landing Pages:

‘/invite

‘/doxa/browse

‘/company/infinityrehab

New Contacts: 1 - Jorge Reyes @ Lean Tech

Total new Contacts : 14

Inbound:

Webform: 3

Jorge Reyes

Prasid Pathak Renita Heng

Other: 6

Jer Langhans Akshay N Narmeen Abdulla Blake Carroll Gayl Hoel Teri Dennis

⁠

MTD: 3/27/25

Webtraffic up ~30%

Google Organic strongest conversions: up 85% MoM

Conversion visit to form (Session Key Event Rate):

Feb : 0.06%

MTD March: 0.07%

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