What needs to be said up top

01

Add anything the whole company should hear before the agenda starts.

02

Keep this to the few items that change how people listen to the meeting.

Ployee updates

New hires

New teammate

Role · Start date · Where they are based

Ployee updates

Anniversaries

Teammate

Milestone · One specific thing we appreciate

Ployee updates

Kudos

Teammate or team

What they did and why it mattered

Teammate or team

Name the behavior worth repeating

Ployee updates

OOO planning

Teammate

Dates · Coverage or decisions to make early

Ployee updates

Other people updates

Team update

Anything else people need to know

You had to be there

NY

The New York conversation

Capture the useful idea that would otherwise stay in the room.

SF

The San Francisco conversation

Share the context, disagreement, or insight the rest of Ploy should have.

North star

Ploy has a core group of customers using the product deeply, growing every week.

Self-serve / acquisition and activation

New users

Add Friday value

Day-one engaged users

X / Y%

>10 agent turns on day one

New paid users

Add Friday value

Self-serve / conversion and retention

Free to paid conversion

Add Friday value

Two-week free to paid

Add Friday value

Cohort lookback

Paid users active last week

Add Friday value

Churned users

Add Friday value

Include why when known

Sales-led / weekly scoreboard

New pipeline

Add Friday value

Weighted pipeline

Add Friday value

Closed won

Add Friday value

Closed lost

Add Friday value

Average close time

Add Friday value

Sales-led / metrics

Qualified opportunities created

Add Friday value

Shows pipeline quality before dollars

Win rate

Add Friday value

Closed won ÷ all closed opportunities

Pipeline coverage

Add Friday value

Weighted pipeline ÷ remaining target

Expansion pipeline

Add Friday value

Connects sales-led growth to deep product use

GTM deep dive

GTM deep dive / 1

The push

What is the one GTM motion we are concentrating on right now?

GTM deep dive / 2

What the market told us

Show the signal, customer evidence, or result that changed our thinking.

GTM deep dive / 3

The next move

What changes now, and where does GTM need help from the rest of Ploy?

EPD deep dive

EPD demo 1

Tier 1 demo

Update from Presenter one

Add the outcome or question the room should watch for

1

EPD demo 2

Tier 1 demo

Update from Presenter two

Add the outcome or question the room should watch for

2

EPD demo 3

Tier 1 demo

Update from Presenter three

Add the outcome or question the room should watch for

3

Q&A

What should we clarify, challenge, or decide together?

1 / 24