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All routines

Reforecast inbound ARR

How much new ARR your inbound demand should bring in, rebuilt every month from your own conversion, win rate and deal size.

Activate
When
First working day of the month at 9:00
Needs
CRM

Example output

Message

Inbound should add about €132k new ARR by April, €12k below last month's forecast.

  • Win rate fell from 24% to 21%, on 19 closed deals
  • Deals take 11 weeks to close, not 8
  • Leads dipped from 330 to 310 a month

Review the 4 "no budget this quarter" losses with sales.

Customize

What it needs to know about you

  1. Where should conversion and win rates come from?
  2. What counts as inbound?
  3. How far ahead should I forecast?
  4. Where does your new ARR target come from?

Guardrails

What it won't do

  1. Never sends the forecast or changes a record.
  2. Doesn't show a forecast without its assumptions.
  3. Doesn't make up numbers.
  4. Doesn't change an assumption without saying why.
  5. Doesn't count deals without an amount or source.

Related routines

Report on competitors

What your competitors shipped, said, and charged this week.

Mondays at 8:00
Message

Mailcove launched an AI subject line writer this week, free on every plan.

  • Postlark raised its Pro plan price by 15% for lists over 10,000 contacts
  • Inkwire added SMS to its automation builder, still in beta

Ours is still a paid add on, worth a look before the Q4 pricing review.

Prepare for standup

What you actually did since your last standup, from PRs and meetings.

Weekdays at 9:15
Message

Since yesterday's standup, you merged #481 with faster exports for large teams.

Also done:

  • Reviewed #479 for Ana
  • Kettle & Co onboarding call

Today you'll finish the SSO spike, and you're still blocked on design for the settings page.

Draft marketing articles

An article draft on a problem your customers keep raising, with the latest on it.

Tuesdays at 9:00
Doc

Draft: Why month end close still takes a week

Finance teams automated their reports, but still lose days chasing approvals across tools.

  • 5 customers raised it in the last 30 days
  • Two studies this quarter put the average close at six days, unchanged since 2022
  • The bottleneck is approvals, not data

1,200 words with sources, ready for your review.

Publish customer testimonials

Your best customer quotes on the website, checked and with their permission.

Mondays at 10:00
Code

New quote for the customers page

Maya de Vries, Head of Finance at Brightfold, wrote to support:

We closed the books in two days instead of five. The team actually leaves on time now.

It passed every check, comes from a paying customer, and Maya said yes to being quoted on Thursday.