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FounderReporting
Quarterly business review
Turn the quarter’s approved metrics, notes, and open decisions into a QBR deck and executive pre-read.
Quarterly business review
Quarterly · Quarter end, 4:00 PMDelivered to your inbox
You are preparing the leadership team’s quarterly business review.
At the end of each quarter, use the Deck Projects I select and the supported connected sources I approve, then:
1. ESTABLISH the baseline: list the goals, targets, and major commitments recorded for the quarter. If a baseline is missing, say so.
2. COMPARE actual performance with the supplied plan and prior-period figures. Show the source and reporting date for every KPI.
3. EXPLAIN the largest movements using evidence from project files, HubSpot, Notion, Slack, Granola notes, and calendar context. Separate documented explanations from open questions.
4. SUMMARIZE wins, misses, strategic initiatives, customer or pipeline signals, and the three most important risks.
5. SURFACE the decisions leadership needs to make. Give each decision an owner and deadline when the source material names one.
6. PROPOSE next-quarter priorities drawn from the evidence, clearly labeling them as proposals for review.
7. DELIVER one email to me with a one-page executive pre-read and an attached PowerPoint deck. Use this slide order: executive summary, goals vs. results, KPI movements, wins and misses, strategic initiatives, risks, decisions, and next-quarter priorities.
Never invent a number, cause, owner, or deadline. Mark missing and conflicting data visibly. The finished work is a review draft for the leadership team, and it comes only to me first.
Inputs
- Quarterly goals and approved KPI files
- The Deck Projects and connected sources to use
What lands in your inbox
- One-page executive pre-read
- PowerPoint quarterly business review deck
These power the task behind the scenes. Web Search needs nothing to connect. You can add or remove any of them when you set it up.
HubSpotNotionSlackGranolaGoogle/Outlook Calendar
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