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Krexin Monthly Alignment Meeting
A collaborative hub our monthly Business Review
Capture success metrics with your customers and highlight wins along the way.
Management Tracking
🎯 Key objectives
Objectives
Build Product
Secure Design Partners
Get Team Running Smoothly
There are no rows in this table
Milestones by objective
Filter by quarter : Q2 +3
Q2
+3Success plan
Objective
Milestones
Quarter
Owner(s)
% Complete
Outcomes
Build Product
Term Sheet Reader
Q2
000
79Have a demo on the product
app.krexin.com
Q2
000
90Working - Need to get v1 hosted
Insurance Scenarios
Q2
000
70
Mock Portfolio
Q2
000
50
Take in feedback from BD
Q2
000
60
Secure Design Partners
Come out of steath mode
Q2
000
100
Build BD Process
Q2
000
75
Get Clients into Pipeline
Q2
000
65
Pitch 50 Clients
Q2
000
15
Secure Design Partners
Q3
000
20
Get Team Running Smoothly
Hire the team
Q2
000
100Saksham (Stanford Intern has started)
Get Payroll up and running
Q2
000
80
Review all hires
Q2
000
40Oscar, Haolin contributing actively, Alex is finding his feet but making good progress
Plan for Seed
Q3
000
20
SA Dev Team
Q4
000
Keep track of each meeting topic in a new row, and add details in the notes column. Row order is based on the date, which can be changed in the table’s sort option.
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Agenda
Done
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Done
Topic
Notes
Date
Added by
Overview of the the meeting
Wed, May 7
Review Key Goals
Wed, May 7
Maintain the key goals and track them
Wed, May 7
Review GTM Strategy
Tue, May 27
Planning for Pilots
Tue, May 27
Planning for Seed round
Tue, May 27
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Organize tasks by status, due date, and owner. Insert new columns to track other relevant information, like teams, notes, or links.
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Action Items
Task
Owner
Status
Due date
Not started
AI - Succession
Not started
POM Reader
Not started
Language
Not started
Consulting Arrangement - Pilot Approach
Not started
Specific Numbers on the TAM
Not started
Competitors + Pricing
Not started
There are no rows in this table
How do you feel about Krexin and our goals?
sentiments added.
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Sentiment
Author
Reflection
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Key Feedback
Product
GTM
Team
Fundraising
Q3 Goals
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