Explore

July 14th, 2025

Agenda

Headline from each GTM function

1 top metric or result since the last meeting

1 key success and why it worked

1 challenge or insight others should be aware of

1 priority/focus for next two weeks

Updates, discussions and presentations - anything you want to discuss, present, give updates on

Cross-functional Roundtable - a chance to clarify assumptions, identify overlaps, ask for functional support (avoid asking one GTM function a question that can be asked async)

Dependencies, blockers, actions - workshop any blockers and cross-functional actions needed

14/7 GTM Scorecard

14/7 GTM Scorecard

Function

Metric

Win

Challenge

Next 2-Week Priority

Support needed

GTM

New Business forecast €199,830

H2 GTM plan nearly ready

Expansion

Finalise plan and present to GTM team Focus this meeting on Bowtie model from next one

Marketing

510 ebook downloads

Reddit is bringing a good amount of leads with low cost per lead

no new content in the next two months so MQLs likely to drop

London event pushing ebook

Sales

Forecasted close of €55,530 (€15,490 above target) for July

Two big deals come in

Johnson Hanna (€21,800) great cohesion with HR

Rangr (€27,407)

Sol De Janeiro (€43,200) great gumption to win back and impress

Selling:

new fees

in-country partnerships

HR support

Improve the selling process kickstart hiring

Partnerships

Forecasted close of €59,500

Cold-calling success with UK HR Advisories (more traditional structures) Matrix qualification call booked in with Dee (€100k+ potential)

Pause in progress due to sales cover + PTO. Hard to progress in legal projects (research & commercials)

Close IES Onboard first partner

Customer Success

Forecasted expansion pipeline of €84.8k ARR

Onboarding calls + process feels increasingly more succinct.

Next15 HR support contract is in review

Expansion in 2025 has slowed down, -10% YoY in Q2

Getting a full forecast on expansion pipeline

New processes for account funding are still being defined

Driving HR Support opps, newsletter ideation

Initiating debtor campaign

Pricing comms for Q4 renewals

Athena / Marketing - Newsletter

There are no rows in this table

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Updates | Discussions | Actions

Updates | Discussions | Actions

Person

Update

Discussion

Actions

customer only comms

selling in-country partnership

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@Irina Dzhambazova

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Invite Vincent to a future GTM meeting

onboarding

customer only comms

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@Harry Cochran

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@Harry Brown

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come up with a format of newsletter for customers. Work with

@Athena Apostolopoulou

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There are no rows in this table

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Cross-functional

Roundtable discussion

Prompting questions:

What marketing or outreach activities are resonating most with the market right now?

Have we learned anything new about our product, buyers, or market behaviour recently?

Have we discovered any new, effective ways of "selling" Boundless?

Are there any changes in messaging, product, or competitive signals we should align on?

What trends are you seeing in new logos, renewals, upsells, or churn?

Cross functional problem-solving workshop

Prompting cross-functional questions:

What’s at risk or not moving fast enough?

Where is a handoff unclear or broken?

Any cross-team dependencies (e.g. content for CS, Sales enablement, partnership playbooks)?

Copy of Dependencies | Blockers | Actions

Copy of Dependencies | Blockers | Actions

Person

Dependency

Blocker

Actions

There are no rows in this table

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