Revenue
$1.2M
+12% from last quarter
Employees
84
+5 this quarter
Customer NPS
72
-3 from last quarter
Quarterly Goals
65% complete
Rockefeller Habits
Daily/Weekly disciplines
One Page Strategic Plan
Company vision and priorities
Core Values
- Customer Obsession
- Ownership
- Innovate & Simplify
BHAG (10-25 Year Goal)
To become the most customer-centric company in our industry, serving 1 million customers globally by 2040.
3-5 Year Targets
- $50M annual revenue
- Expand to 3 new markets
1 Year Priorities
- Launch new product line
- Improve customer retention by 15%
Quarterly Priorities
Q3 2023 - Critical Few
Launch new marketing campaign
Increase brand awareness and lead generation by 30%
Due in 2 weeks
Hire 5 new sales reps
Expand sales team to meet growing demand
2 hires completed
Implement new CRM system
Improve customer relationship management
In discovery phase
Key Metrics
Quarterly performance
$1.2M vs $1.35M target
245 vs 375 target
+3% from last quarter
1.2x vs 2x target
Meeting Pulse
Daily, weekly, monthly rhythm
Daily Huddle (15 min)
Today's Priorities
8:15 AM, Conference Room
Weekly Meeting (90 min)
Quarterly Priority Review
Monday, 10:00 AM
Monthly Learning (2 hours)
Customer Feedback Analysis
First Friday, 1:00 PM
Quarterly Offsite (2 days)
Strategic Planning
Oct 15-16, Mountain View
My Action Items
Priority tasks
