Build the staff meeting numbers
Before the staff meeting it pulls pipeline, support, revenue and usage, compares each with last week and writes it up in a Google Doc or a Slack canvas.
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Your Company
Channels
# general
# team
# support
# sales
Apps
Concrete
# general
ConcreteAPPMon 8:00 AM
- Stripe: $48.2k MRR, up 3%
- HubSpot: $214k in pipeline, 4 new deals
- Zendesk: 128 tickets, first reply in 41 minutes
- PostHog: 1,140 weekly active, down 2%
4 checks
The staff meeting numbers are in the doc. One to discuss: weekly actives dipped after Tuesday's deploy.
What it does
- 1
Pulls pipeline, tickets, revenue and usage
- 2
Compares each number with last week
- 3
Writes it up in a Google Doc or Slack canvas
Works with
- HubSpot
- Zendesk
- Stripe
- PostHog
- Google Docs
Asks first. Anything that changes a record or reaches a customer waits for your yes in Slack.
More it can take on
- Operations and finance
Compare vendors
Researches vendors, lays out features and price on a sheet, and ranks them. - Operations and finance
Log every invoice
Pulls invoices from your inbox and logs every one in a spreadsheet. - Operations and finance
Answer data questions in Slack
Plain-English questions about your product, revenue and pipeline, answered in the thread.