Strategy and executive narrative

Every month, pull growth metrics from Hex: revenue, retention, adoption. Pull qualitative themes from Dovetail: win reasons, churn reasons, top requests. Create a board-ready narrative doc — every metric paired with a customer voice.

Every month, compile churn reasons, win themes, and top feature requests. Weight each by ARR exposure. Rank into “needs strategic attention,” “worth watching,” “background.” Create a doc for exec review — under 2 pages.

Every Monday, pull win/loss data by competitor from Salesforce. Compare to the trailing 90-day baseline. If any competitor’s win-rate-against-us crosses [threshold], post an alert to #competitive-intel with the data and recent deal context.

Once a year, pull all customer feedback themes from the past 4 quarters. Show trajectory: what was rising in Q1, what ended the year hot, what faded. Create a doc segmented by quarter with the top themes and their evolution.

Runs on-demand (or via a custom MCP webhook from your calendar tool) when the exec pastes in the day’s meeting list. For each meeting, compile a one-page brief covering relationship history, key stakeholders, current concerns, recent product experience, and likely asks.

Every quarter, pull growth trends from Hex. Pull the strongest testimonial highlights from Dovetail. Draft an investor update covering what changed, what customers said, and what’s next. Leave in draft for exec review.

When an Opportunity closes lost tagged with a known strategic gap reason in Salesforce, increment the frequency tally and note the ARR lost. Quarterly, produce a report ranking gaps by ARR impact, not count.

Every Monday, cross-reference recent market research with internal customer feedback themes. Flag where positioning describes something customers don’t experience — or where we’re missing language for something customers say matters. Notify product marketing.