Explore

October 23rd, 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

23/10 GTM Scorecard

23/10 GTM Scorecard

Function

Metric

Win

Challenge

Next 2-Week Priority

Support needed

GTM

Welcome Ben!!! Closing Frescobal, a true team GTM win 🏆

Marketing

GTM engineering through Clay is providing great early signs - 13 signups for the brekkie for it, 36 responses to our emails 45 signups for breakfast

Refocus of Team marketing on bottom of funnel lead growth

Migrating content from the old site to website is about to hit us in November which will take up a lot of Athena’s capacity Not reaching the numbers of signups for NYC brekkie as we want - really missing the placement in newsletters.

Pushing to get a few more signups for breakfast to account for expected drop offs Finalise the agenda for the Dublin event and go live Decide if we should do direct mail send for Dublin event drop-offs

Sales

26K

Outbound process looking promising

deals are complicated and are taking a lot of time

Onboarding Ben Perfecting and embedding outbound flow

Customer Success

€48,468 of expansion ARRR closed so far in October

19,9k ARR pipeline forecasted to close this month, but Next15 expansion might slip into Nov

New employee status report alignment with Irina & Alex

Generating HR support pipeline

Process alignment with IES partnership (invoicing)

Defining statuses for new HS pipeline

Integrating new employee status report into HS

Support

There are no rows in this table

⁠

9/10 Updates | Discussions | Actions

9/10  Updates | Discussions | Actions

Person

Update

Discussion

Actions

Support with promoting NYC event

There are no rows in this table

⁠

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?

Copy of Copy of Copy 2 of 11/8 Dependencies | Blockers | Actions

Copy of Copy of Copy 2 of 11/8 Dependencies | Blockers | Actions

Person

Dependency

Blocker

Actions

There are no rows in this table

⁠

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)?

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