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💡 Notion Tip: Make goals accessible to everyone on the team for transparency and accountability. Here's a quick example.
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Objective 1: Setup the foundation
- [ ] Deploy churn survey
- [ ] Select tool for lead scoring
- [ ] Set up reporting structure
Objective 2: Explore SMB deals
- [ ] Close 10 SMB deals
- [ ] Of which 40-60% are new business
- [ ] Of which 4 are over $10K
- [ ] Document and share weekly learnings at Monday staff meeting
Objective 3: Learn from customers
- [ ] Have 5 existing customer calls per week
- [ ] Share insights with the whole team on Slack
- [ ] Meet with product bi-monthly to get feedback into roadmap