Explore

October 9th, 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 9/10 GTM Scorecard

Copy of 9/10 GTM Scorecard

Function

Metric

Win

Challenge

Next 2-Week Priority

Support needed

GTM

We finished just 14K shy of Q3 closing ARR target

ARR per new logo has consistently been >10K aside from August

Marketing

Marketing generated pipeline over the last two weeks - €240K

We have a finalised brand

Team is flat out

Push NYC ebent HR Support testing Go live with Dublin event

Sales

54K closing in Sep

Clay automation finally working

All deals are being very difficult right now

Push NYC event Refine Outbound process Welcome Ben

Partnerships

ARR €52,000 in active EOR partner deals to close in Oct

IES reciprocal partnership underway; if things continue well with their first client’s employee, “the flood gates will open”.

Vincent away to support with amends to partnership commercials

Closing 4 partners’ commercials

Customer Success

€87,228 ARR of expansion closed in Sept, taking us above target

€41.4k ARR of expansion ARR forecasted with a high probability of closing in Oct

2 HT customers have signed up to the HRIS product beta program

10 customer POCs joining first roadmap session

With HB on parental leave, there’s less time for strategic work, need to be more reactive to customer requests and customer onboarding tasks

Finalising format for employee dashboard

Hubspot data import for CS expansion pipeline

Support

There are no rows in this table

⁠

Copy of 9/10 Updates | Discussions | Actions

Copy of 9/10  Updates | Discussions | Actions

Person

Update

Discussion

Actions

Rebrand update + what to expect

Support with promoting NYC event

Best way to get updates on deals after passing on to CS/support Getting visibility on deals CS is working that isn’t expansion

Please add me to

lu.ma

⁠

so I can see who has signed up

Utilising employee dashboard to track both expansion &new business employee onboarding

There are no rows in this table

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

Copy of 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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