ST

Planning

Weekly plan up top — daily reflection underneath.

KPIs
  • Customers
    8 / 50
  • New cust / wk
    3 / 5
  • Demos / wk
    24 / 30
  • Demo → paid
    12%
Meeting reviews
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Tasks completed
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Past weeks

Week of May 11–17
Wins

Meeting notes textbox live; client accounts page merged; task detail drawer with screenshots ready for QA.

Lessons / blockers

Fathom returned 0 action items across last 6 calls — need AI extraction before the team can stop transcribing manually.

Next week's focus

Ship AI extraction MVP behind a feature flag; book 6 demos to keep weekly pace above 5.

Week of May 4–10
Wins

Foundation stack landed: TS strict, RLS migrations, Sentry wired. Calendar event drag-create shipped.

Lessons / blockers

Trigger.dev fathom-ingest still drops a run on transient 5xx; AI extraction not wired yet so action items stay manual.

Next week's focus

Push customer count from 8 → 9; pair Ayush + Ulysses on the cold list rework.

Past days

Friday, May 15
Wins

Hermes panel canned answers cut me 2 context-switches.

Blockers

Notion sync still queued (Automations).

Tomorrow's focus

Customer #9 — close Bright Labs by EOD.

Thursday, May 14
Wins

Pricing v2 live. 3 demos booked off cold list.

Blockers

Ulysses out — Sales coverage thin Thursday.

Tomorrow's focus

Get Ayush on Sales standups while Ulysses is out.

Wednesday, May 13
Wins

Closed Acme follow-up; pricing v2 on staging.

Blockers

Stripe webhook flaky in test env.

Tomorrow's focus

Ship pricing v2 to prod.