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Rocks by Status
🆘 Red Rocks
Owner
Q1 Rock
Completion %
Scope
2023 Goal
Sales
1
Roll out new MM job duties & conversion expectations
000
80New duties, expectations & training program for team.
Maintain B2C Sales conversion of 30%
🔥 Not Yet Started Rocks
Owner
Q1 Rock
Completion %
Scope
2023 Goal
Team
1
Survey team to surface needs, wants & opportunities for growth
000
0Survey to understand what’s going well with team cohesion & what could use attention.
WHEN DONE: Prioritized list of projects to address these needs.
Improve team engagement
Marketing
1
Hire strategic marketing manager/partner
000
0Find expert to direct lead-generation efforts.
WHEN DONE: Expert hired + rest of Marketing duties fully assigned.
Quarterly ad-hoc
🟡 Yellow Rocks
Owner
Q1 Rock
Completion %
Scope
2023 Goal
Ops/Tech
1
Integrate Insightly, Bill & QBO
000
Work with the Insightly AppConnect team to integrate these three systems for a simplified and scalable financial workflow.
WHEN DONE: All AR/AP will be visible on the QBO balance sheet; manual spreadsheets will be eliminated
Quarterly ad-hoc
🟢 Green Rocks
Owner
Q1 Rock
Completion %
Scope
2023 Goal
Sales
1
Full sales pipeline audit
000
10Map sales pipeline, all touchpoints and conversion metrics. ID big levers to pull to improve.
WHEN DONE: A prioritized project list to address the big levers.
Maintain B2C Sales conversion of 30%
Biz Dev
1
Create in-house referral project to get meetings with new partners
000
10Motivate team to connect us with Target list & reward them for it.
WHEN DONE: First wave of requests sent. Monitoring progress against Target list.
Develop 7 new B2B partnerships
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