Explore

September 8th, 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

8/9 GTM Scorecard

8/9 GTM Scorecard

Function

Metric

Win

Challenge

Next 2-Week Priority

Support needed

GTM

London event

Marketing

Sales

Partnerships

Weighted value expected to close this month with EOR partners: €100,000

We’ve signed to use IES in US - 1 step closer to reciprocal p’ship. We have a general structure to support chain hiring;

Estimating revenue opportunity is a broad challenge. HR consultancies as partners is challenging; not commercial, not often tech-focused

Next action commercials need reframing.

Customer Success

€121.6k of expansion has been closed so far in Q3 & our target is €215k.

We have €39.2k we forecast to close in Sept, which means we need to build more pipeline

New expansion dashboard has been built in retool to track new employees who are being added to Boundless

First customer newsletter has been launched

Driving urgency with HR support opps, POCs expressed interest to move forward but have gone silent

Generating HR support pipeline

Building a CS expansion pipeline in Hubspot

Finance team - ARR reporting

Validating new expansion dashboard data with Anais

Integrating data into HS

Support

There are no rows in this table

⁠

8/9 Updates | Discussions | Actions

8/9  Updates | Discussions | Actions

Person

Update

Discussion

Actions

Sales: Leads from LI ads

CS: G2 review follow-ups

All: Reddit team activity update?

ProtexAI - product marketing manager in Spain looking to move to Ireland. Employing via Oyster in Spain?

employee pipeline (will happen next time when Alex S is back)

Working with finance to get alignment on ARR reporting

HR Support pipeline every monday morning in #hr-support-subs

London event?

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?

11/8 Dependencies | Blockers | Actions

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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