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[September] Monthly Report and Planning Meeting

🗂️ TLDR; Summary
Last 30
Next 30
Decisions
The past month marked significant momentum across product marketing, content, and experimentation, centered around the HR Support service launch and country expansion initiatives.
Key Achievements
HR Support Launch (website and core marketing collateral)
Content & Brand Awareness (Forbes, blogs, glossary, TL pieces)
3 country guides launched (India, UAE, Spain)
CS newsletter launched
Employment Costs 2025 ebook surpassed 1,000 downloads
Visual brand completed
Website rebuild on track (UX stages completed)
London breakfast event
Shifting focus from all activities that don’t generate direct revenue or improvement in key. target metrics.

Priorities
Paid strategy
Content distribution
HR Support
Though Leadership ads
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📊 Metrics

Agenda

Performance deep dive
Problem solving
Forward planning

Screenshot 2025-10-16 at 16.50.01.png



Problems that need addressing

Table 12
Problem
Thoughts/actions from Athena
Thoughts/actions from James
Thoughts/actions from Irina
Notes
Traffic is down and we will never really recover to the heyday of SEO. LLMs alone won’t solve it
I agree that we won’t be able to recover our traffic to what it once was. Our site is 90% informational content, and that has been the hardest hit by AI search and LLMs (hence why we have seen this prolonged downtrend).

Still, SEO remains a very valuable play for us, and so is LLM visibility.

In my opinion, we don’t need to recover our traffic. The correct play is to opt for quality over quantity. We want high-intent traffic.

We must focus now on the commercial keywords and searches as possible. We must also put most of my focus into the areas where AI/SEO overlap (this is where we the largest revenue ops are and ROI on my time).

How do we do that:

Digital PR (being mentioned on high DA websites directly)
Brand sentiment (non-linked mentions where people are discussing Boundless in a positive light)
Actionable BoF content that focuses on the primary buyer keywords (EOR, EOR services, EOR in the UK, EOR in France, etc).
Fully optimising all content and meta data (HUGE time consuming job)
Ensuing the technicals are taken care of (robots.txt and broken pages)
Creating new content for our site, focusing on the BoF KWs and angles that we haven’t already addressed.


Vendors

Over the past month I have been sitting down with various vendors in the SEO/AIO space. Initially interviewed 5 and now have one clear winner that I would love to proceed with.

They cover all of the action points listed above and would be a massive help to me.


Athena and I are much more aligned than we have ever been, and that’s been great for putting together strategy and being more cohesive with our efforts.

We have a content calendar lined up for the next month or so.
Clear budget for LLM tooling and external support
work with James on vendor selection
bring in external support to help with improving paid strategy so we can bring in more leads that way
double down on IRL events
Open
No clear indications on what are new reliable channels for demand gen
We need a Sales/Marketing alignment call back. Right now marketing and sales live in separate silos. Marketing doesn’t have an understanding or visibility into what sales is doing, what conversations and objections they’re facing, how new pricing has been perceived, or any additional context.
If we don’t fix the funnel, we will never be able to determine if a channel works or not.
As mentioned, I am very excited by the possibilities that search ads can bring. I have some experience working on these in the past, and I can also see that it’s something that our competitors are investing in heavily.

While we are always up against it in terms of SEO and AIO (we are effectively just 2 people against huge departments), paid search is could be an avenue where we could see results (and much quicker).

Work on SEO and AIO takes weeks and months to appear
Paid search can be instantaneous

Caveats

Required budge (ad spend)
Not my main area of expertise - would require significant time spend
Clear budget for new channels
deep dive on existing ones and determining if they work or not
Open
Missing Forecasting vs actuals performance metrics per channel
Process is lacking on a rudimentary level. We don’t have clear definitions into what each stage means (MQL, SQL, SAL) and how the leads marketing brings move from one stage to the next. If we improve forecasting, we’ll just be measuring what we expect to close on how the process currently works. I think a better first step is to define what each stage means and how the funnel works, and then set expectations for sales on how they should handle the traffic marketing brings.
I am feeling resistant to adding even more tools when I’m not sure we understand or fully use the tools we already have.
GA4 remains broken
work with Ian to bring better channel performance reports and historical data to help with forecats
set clear forecasts
bring in an additional tools
Open
In-funnel buyer journey does not convert
My general thought here is that we have done a lot of work, and oftentimes generated a lot of contacts, but not much has happened with them. For example, the employment costs eBook took a lot of blood, sweat, and tears, and we managed to secure 1,200+ downloads. A great result on paper, but by the sounds of things, it hasn’t brought any real results. Why is that?
we have never nailed this. our nurture tracks are generic (though I do get responses sometimes)
sales historically have never known when is the best time to pick up a lead that is not high intent and do not know how to nurture people. They have also had no clarity on who to prioritise and who not. This is changing
Allocating a budget to work with an external consultant to do a deep dive on data and map this, so we can execute
Open
Marketing team is juggling a lot of competing priorities. When time goes into one thing it’s inevitable taken from another thing.
We need to be ruthless about where marketing time goes for the next few weeks to improve conversion rates and maintain focus.
Agreed. A lot of task switching this year, and a lot of periods of intense focus and deadlines. I fully believe SEO and AIO are absolutely worth pursuing, but we need to refine and align our strategy, and to bring in external support (agency I have shortlisted). IS TL worth continuing?
Open
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Forward thinking

October and rest of year: Bets | Launches | Experiments
Person
Fresh bets
Key launches
Experiments & pilots
Goals
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CEO Input

August: Questions | Decisions | Shifts
Person
Questions
Decisions needed
Shifts
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Strategic levers and attention seekers

September: Stop | Start | Continue
Person
What should we do more of
What should we continue as is
What should we stop altogether
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Decisions based on 👆🏻

Budget relocation
Campaign adjustments
Cross-functional asks
Other





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