What matters now
One thesis, one active request, one weekly cadence. This is sample data — your real workspace looks just like this.
Lift trial-to-paid conversion
Reduce logo churn
Reduce time to first value
Lift NRR via usage tier
Draft PRD shared. Awaiting sponsor review on activation event.
Synthesize 14 churn interviews into root causes
Discovery synthesis · Est. 4 days · Logo retention
AI opportunity map: dispatch + scheduling workflows
AI opportunity framing · Est. 6 days · Time to first value
Prioritization framework for FY26 roadmap
Prioritization · Est. 8 days · Roadmap focus index
Board prep: product reset memo
Stakeholder brief · Est. 10 days · Board confidence (qualitative)
Launch plan: usage-based add-on for enterprise tier
Launch plan · Est. 12 days · NRR
PRD
Today
KPI design
6 days ago
Strategy memo
11 days ago
Lift trial-to-paid conversion
Baseline
12%
Current
13.4%
Target
17%
Kill: If <14% by week 6, revisit thesis.
Week 14 — current
Decisions
Next step
Sponsor call Thursday; PRD locked Friday; synthesis kickoff Monday.
Replace 7-step wizard with 2-step setup + checklist.
Step-4 drop-off = 38% of trial losses.
Define activation as 3 of 5 events within 7 days.
r=0.71 with day-30 retention.
Pilot AI route-suggestion for new ops accounts.
78% precision on hold-out; 41% of TTFV variance.
Activation event definition unresolved
Medium · Blocks PRD lock. Sponsor decision needed.
Sales pressure on backlog
Medium · Three sales-driven asks competing with thesis bets.
Data backfill capacity
Low · Data team has limited Q3 cycles for 90-day backfill.
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