Explore

July 28th, 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

Copy of 28/7 GTM Scorecard

Copy of 28/7 GTM Scorecard

Function

Metric

Win

Challenge

Next 2-Week Priority

Support needed

GTM

New Business (new logo +Expn): ~€40K

H2 GTM plan presentation on Thursday

GTM-level forecasting and reporting edge case expansion

HR Support interview stage

Marketing

€182,700 marketing-generated pipeline

MQLs coming in steady even though we have no new content and it’s summer

Prioritisation given load

HR Support Shift of focus - less content marketing leads, more direct revenue activities

Sales

€18,650 closed so far

Deal desk working well Blue collar checklist

staying on top of everything 174K in closed lost

continued testing of new discovery

Can we incorporate the checklist somehow in the talk to us form

Partnerships

Weighted values: €34k signed; €48k signing

First partner onboarding call tomorrow.

White labelling project

Onboarding test run with Global M Book calls for Dee when I’m out next week.

Customer Success

€34.2k ARR in proposal & commitment stages

€43.2k ARR in prospect stage

5 customers signed up to customer council

Expansion pipeline & forecast: vitally vs actual

Account funding updates is requiring a lot of manual op updates

Expansion pipeline & forecasting alignment with Irina

Sending account funding comms to existing customers

Alignment with Irina on how to approach expansion pipeline & forecasting

Support

There are no rows in this table

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Copy of Copy of Updates | Discussions | Actions

Copy of Copy of Updates | Discussions | Actions

Person

Update

Discussion

Actions

HR Support

Rhi - I will likely intro you to partners who will be lead sources in the next few weeks.

Notification to share Sales will have some lead sources. I will share process documentation to support.

Customer only newsletter

HR support scope of services

Hubspot pipeline integration

onboarding

Hubspot <> Vitally Integration

Handover Sales <> CX

Onboarding Journey Review & Alignment

new business reporting

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 Copy of Copy of Dependencies | Blockers | Actions

Copy of Copy of Copy of Dependencies | Blockers | Actions

Person

Dependency

Blocker

Actions

There are no rows in this table

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