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Hello Moxie 2026
KPI Scorecard
Q2 Goals Dashboard
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Q2 Goals Dashboard
Last edited 57 seconds ago by Karen Sergeant.
Q2 Goals Dashboard
Part of Business
Q2 Goal
Scope
Status
Owner
Part of Business
Q2 Goal
Scope
Status
Owner
Rev Gen
3
Launch Cohort 2
4 weeks open cart; email, social, ManyChat, referrals. New messaging.
WHEN DONE
: 16 seats sold-out + post-mortem showing results of experiments
Green
Karen
Melanie
Test Launch Spark as Paid Offer
Launch & listen for market feedback; all Spark 1.0 features live
WHEN DONE
: Spark sold June 1-10 to list & LinkedIn (+ post-mortem showing results - Q3)
Green
Liz
Launch Alumni offer
Alumni 1.0 features live + hand-sold to alum
WHEN DONE
: 3 seats sold
Green
Nicole
Lead Gen
3
Build & Test Corporate Partnership Program
Create assets & test with Marta, then solicit feedback from wider pool
WHEN DONE
: Fully vetted assets & ready for wider rollout
Not Started
Nicole
Build Affiliate/Referral Program
Create plan + assets
WHEN DONE
: Assets + roadmap for Sept cohort launch
Not Started
Nicole
Liz
Book 1 Stage for 2026
Apply in Q2 for Q3-4 stage
WHEN DONE
: Nicole is booked on 1 stage for Q3 or Q4
Not Started
Nicole
Fulfillment & Ops
3
Recruit 8 Mentors
Hand-recruit 8 mentors
WHEN DONE
: 8 new mentors recruited; C3 mentor cohort confirmed
Green
Nicole
Transition Mentor Management to Joi
Current cohort mentor management responsibilities go to Joi
WHEN DONE
: Nicole fully out of mentor management. Manages through Joi via monthly 1:1 and any escalations.
Red
Nicole
Begin Build of Website 2.0
Scope project, finalize wireframe, make decisions on platforms, approve bid/vendor
WHEN DONE
: Plan and roadmap for September rollout
Not Started
Karen
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