Command Center
Here’s what actually needs attention — not another graveyard of meeting notes.
Demo data is loaded so you can see the shape. Connect Plaud and Supabase to make this your live operating system.
Critical risks
3
Needs owner-level intervention
Open decisions
3
Not yet converted into operating rules
Needs Braden
2
Blocked, ambiguous, or exec-level
Red initiatives
1
Strategy is good, execution risk is high
Operating read
Top priorities
SMB Conversion & Activation
Conversion work is active, but the system needs sharper visibility into rep behavior, discount usage, lead quality, and trial activation signals.
Next: Create one weekly conversion readout that separates funnel issue, rep execution issue, product friction, and pricing friction.
UK GTM
The UK motion has enough signal to keep investing, but the operating model still needs cleaner deal handling, routing, pricing, VAT, and partnership clarity.
Next: Stand up a UK operating review with one source of truth for pipeline, conversion, pricing friction, and customer objections.
ABX / Mid-Market Routing
The strategic direction is directionally right, but the rollout model, measurement design, routing rules, and comp safeguards are not locked tightly enough yet.
Next: Force a decision memo with three options, one recommended path, test design, comp guardrails, and a July decision date.
Pricing & Discount Governance
Discount changes are directionally necessary, but adoption depends on enablement, deal inspection, manager coaching, and clean escalation rules.
Next: Pair discount removal with a manager inspection rubric and rep talk tracks for the three most common price objections.
Manager Coaching & Performance
The leadership system is improving, but action-item follow-through and consistent coaching evidence should be made more visible.
Next: Create manager scorecards with coaching themes, open commitments, rep risks, and one suggested intervention per week.
June 1–5, 2026
Weekly narrative
The week’s biggest theme: we have the right strategic moves in motion, but ABX/routing, UK source-of-truth, and discount governance need tighter operating rules before they scale.
Move these first
Critical action items
Prepare ABX rollout decision brief
Needs BradenBraden / Peter / Cody / Aaron · ABX / Mid-Market Routing
Define Medium inbound routing test
In ProgressPeter / Cody · ABX / Mid-Market Routing
Draft quota and comp safeguards
BlockedPeter / Braden · ABX / Mid-Market Routing
Create UK source-of-truth dashboard spec
NewBraden · UK GTM
Stuck points
Open decisions
Which ABX rollout model should Mid-Market run?
Needs Exec CallQuota, comp, routing, and training plans stay vague, creating execution drag and morale risk.
Should expansion ownership window be 90 or 180 days?
ProposedMedium, Mid-Market, and AM ownership can get messy after initial land deals.
How aggressively should the 50% discount be removed?
ProposedReps may keep using heavy discounting as the default conversion crutch.
Red/yellow watchlist
Risk radar
ABX rollout ambiguity creates morale and execution risk
CriticalLock a dated test plan with one decision owner and one measurement owner.
Reporting inconsistency weakens decision confidence
HighDefine one trusted source per metric and mark unsupported metrics as directional only.
Heavy discounts mask weak value selling
HighReview discount usage by rep, team, segment, source, and close reason weekly.
UK motion scales before operating model is clean
MediumRun a weekly UK operating review until the motion is stable.
Anti-BS layer
Evidence-first design
The system separates facts, open questions, and recommendations. If Plaud did not clearly capture it, the dashboard should not pretend it knows.
06-05 Meeting: Sales Data, ABX Launch, and Lead Routing Strategy82%
2026-06-05
“Team discussed three ABX launch options, inbound protection, title-based routing, and the need for a July measurement decision.”