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Recommendation: Pause new-segment expansion

New-segment pilot converting at 0.8% vs. 4.2% on our home segment
Redirect 40% of Q3 headcount to onboarding & support
Revisit segment expansion in Q4 with updated ICP

Q3 Strategy Review — Slide 6

Maya

Strategist

“Recommendation”

Are you asking permission to pause, or telling them you already did? The slide doesn't say — and the room will get stuck on that before you make your case.

Charles

Designer

Your strongest argument is the 0.8% vs. 4.2% gap, and it's the smallest thing on the slide. Make the chart the headline; the bullets become support.

Sam

Newcomer

“ICP”

ICP appears five times in this deck and is never defined. First mention should spell it out: "Ideal Customer Profile (ICP)."

Q2 results: ahead of plan, mostly

ARR

$14.2M

+18% vs plan

Net Retention

112%

+3 pts QoQ

Logo Churn

6.1%

flat QoQ

Through June 30 — full Q2 close

Q2 Board Update — Slide 3

Debbie

Fact-checker

“$14.2M”

Slide 5 says ARR is $13.9M. Which one is the number we're standing behind in front of the board? Tie these out before Wednesday.

Yvonne

Executive

“112%”

If NRR is the story, lead with it. ARR is the money question, but 112% retention is the durability question — and that's what they'll quote in the hallway.

Sam

Newcomer

“Net Retention”

"NRR" appears later in the deck without ever being defined. Spell it out here once: "Net Retention (NRR)" — costs you a word, earns you the room.

FY26 Priorities: investments, protections, sunsets, and how it all ladders to revenue

Director-level view — additional detail in appendix

Land & expand motion: $4.2M incremental ARR target across enterprise + mid-market
Customer success: hire 4 CSMs, launch QBRs for top-50, ship new health scoring model
Platform reliability: 99.95% uptime SLA, sub-200ms P95, dedicated SRE rotation, on-call playbook
Sunset legacy v1 API by EOY — ~12% of paying accounts affected
Pricing & packaging review: re-segment, evaluate usage-based, align with GTM

Detail in appendix slides 24–47.

Annual Planning — Slide 12

Jason

Editor

The title is 22 words. Cut it to four. "FY26 Priorities" — period. Everything after the colon is on the bullets already.

Sam

Newcomer

Bullet three uses CSM, SLA, P95, SRE, and "on-call" — five acronyms in one bullet. Any one of them I could probably figure out. Together it's a wall.

Yvonne

Executive

“Sunset legacy v1 API”

This is the only thing on the slide I'd remember on Monday. Make it the headline. Everything else is operating cadence — that's not what the room is here for.

Why now: the cost of waiting

Build in Q3

Engineering capacity exists — no hiring required
Three top-10 customers already asked
Ship before competitor closes parity

Wait until Q1

Cost up 40% from contractor reliance
Renewal risk on two named accounts
Competitor X reaches feature parity

Series B Pitch — Slide 9

Owen

Coach

“the cost of waiting”

You'll get asked the inverse: "what's the cost of doing it now?" The slide only shows one side of the trade. Have that number ready before the question lands.

Debbie

Fact-checker

“Three top-10 customers”

Slide 4 says <em>two</em> top-10 customers asked. Pick one number. The room will catch it on slide 9 if you don't fix it on slide 4.

Jason

Editor

“Cost up 40%”

Where does 40% come from? If it's a real estimate, name the source. If it's a feel, soften the language — investors will dig and you'll lose ground.

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Recommendation: Pause new-segment expansion

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