Explore

September 22nd, 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

22/9 GTM Scorecard

22/9 GTM Scorecard

Function

Metric

Win

Challenge

Next 2-Week Priority

Support needed

GTM

Welcome Chandon!!!

Finish Q3 strong

Marketing

35 people at London event

after some tweaking of LI campaigns we are seeing better numbers of TOFU leads

Talk to us is stagnating we are doing better at SEO but none of it is producing more traffic

Work with Stephen on automations and enrinchment with Clay for both inbound and outbound

NYC event

HR Support

Sales

€14,400 with another €20K forecasted + €20K potential additional

2 deals coming in last week

quality of leads and volume

Onboarding Chandon. Hiring for Dublin role. Outbound pipeline

Partnerships

Weighted value expected to close this month with EOR partners: €47,500

IES active needs pushing signature this week

Driving the urgency without the pressing need

Sign: IES, Peak PEO & 1 other EOR before month’s end Kick off fire hire for IES

Customer Success

Sept exp is trending with much better traction: forecasting 42.9k ARR to close based on CS pipeline

I’m going to carry out more analysis using the new dashboard, to create a revised full pipeline

We secured 92.4k USD payment for Kraken’s 2024 true-up invoice

Silimed & Palace have agreed to a submitting a G2 review

V1 of the new onboarding employee dashboard contained some duplicates and incorrect data. I”ve worked with Anais to correct these in V2, but it means deploying the dashboard has been delayed

Our resources have been split supporting inbound customer & employee queries

Opps in HR support pipeline have gone cold

Integrating new expansion dashboard data into a HS pipeline

G2 review campaign to NPS segment

Integrating data into HS

Support

There are no rows in this table

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22/9 Updates | Discussions | Actions

22/9  Updates | Discussions | Actions

Person

Update

Discussion

Actions

London event follow up

Rhi update on quality of leads coming in

Closed lost reasons for last 30 deals:

⁠

https://coda.io/d/_djxBCMWtLT_/Last-30-deals-Closed-Lost_suDqJhaj

⁠

employee pipeline

Weekly sync has been setup with finance to cross-check expansion ARR forecasts

Good meeting on HR Support in London

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 2 of 11/8 Dependencies | Blockers | Actions

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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