---
week: 2026-W01
date_range: "2026-01-01 to 2026-01-07"
tags:
  - weekly
  - summary
automation: ai-generated
---
# [[Week 01]] - 2026 ([[Jan 1]]-7)

## Summary

Strong start to 2026. Made critical [[Strategic]] decision on [[Target Market]] ([[Dec]]-002), [[Successfully]] onboarded [[First]] customer ([[DataDriven Co]]), and had promising [[Investor Intro]] ([[Velocity Ventures]]). [[One]] [[Technical]] issue emerged (dashboard refresh bug) [[But]] being addressed.

## [[Key Accomplishments]]

### [[Strategic Decisions]]
- **[[Target]] [[Market]] ICP finalized** ([[DEC-002 Target Market]])
  - [[Focus]]: 50-200 employee SMBs, (1M rows, $5M-$50M revenue
  - Anti-ICP: <20 employees, )500 employees, >5M rows
  - Rationale: [[InsightHub]] churn confirmed we [[Need]] tighter ICP

### [[Customer Success]]
- **[[DataDriven]] Co onboarding** - [[Week 1]] of [[Customer Onboarding]] playbook
  - Kickoff call: [[Created]] first dashboard in 15 minutes ([[Production]] yield)
  - [[Day 2]]: Sarah connected second [[Data]] source, Tom created 3 dashboards solo
  - [[Status]]: [[Active]], [[High]] [[Engagement]], renewal [[Risk]] low
  - Issue: Dashboard refresh bug impacting experience (Alex prioritizing fix)

- **[[GrowthStack]] trial extended**
  - SSO [[Timeline]] confirmed (Q2 delivery)
  - Decision pending [[Friday]] ([[Jan 10]])
  - Potential: $1,999/mo Enterprise plan if they convert

### Fundraising
- **Velocity Ventures intro call** (Jan 7)
  - Positive reception to SMB focus and time-to-value
  - Concern: Only 1 paying customer (need more proof)
  - Next: Portfolio company intros this week

## Metrics

| Metric | Value | Change | Target |
|--------|-------|--------|--------|
| MRR | $499 | +$0 | $5K by Mar |
| [[Paying Customers]] | 1 | +0 | 5 by Mar |
| [[Active Trials]] | 3 | +1 | 10 by Mar |
| Runway | 14 months | -0.5 | 12+ months |
| Cash | $350K | -$25K | Monitor burn |

## [[Product Updates]]

### Shipped
- [[Caching Layer]] ([[Jan 25]]) - [[Performance]] fix [[Working Well]]

### [[In Progress]]
- Dashboard refresh bug fix (P1) - Alex [[Working]], target EOW
- Alerts & notifications (P0) - [[Feb 28]] target
- [[Scheduled]] reports (P1) - [[Mar 31]] target

### [[Roadmap Confirmed]]
- Q1 [[Priorities]] align with customer feedback ([[User Interview Synthesis]])
- SSO moved to Q2 (GrowthStack dependency)

## Challenges & Blockers

1. **Dashboard refresh bug** (P1)
   - Impact: DataDriven Co experiencing intermittent failures
   - Owner: [[Alex Chen]]
   - Timeline: Fix by Jan 10

2. **Single customer risk**
   - Impact: Investor concern, [[Churn Risk]] high
   - Mitigation: [[Aggressive]] outbound to ICP-fit prospects
   - Target: 5 paying customers by Mar

3. **[[Pipeline]] development**
   - [[Current]]: 3 trials, 0 converting yet
   - Need: [[Faster]] trial-to-paid conversion
   - [[Action]]: Jamie outreach to 10 manufacturing companies [[This]] week

## [[Insights]] & Learnings

### [[What Worked]]
- **ICP clarity** - DEC-002 decision gives focus to sales and product
- **[[Customer Onboarding]] playbook** - Kept DataDriven Co kickoff [[On Track]]
- **Time-to-[[Value]]** - 15 min to first dashboard is our superpower

### [[What Didn]]'t Work
- **Dashboard refresh [[Reliability]]** - [[Bug Found]] in production ([[Should]] [[Have]] caught in [[Testing]])
- **Trial conversion** - 3 active trials but [[None]] converting yet
- **Outbound volume** - Jamie [[Only]] reached 5 prospects (need 10+/week)

### [[Key Quotes]]

**Sarah (DataDriven Co):**
> "This [[Would]] have taken me 2 days in Excel. I'm sold."

**Priya ([[Velocity]] Ventures):**
> "We like the [[SMB Focus]], but 1 customer isn't enough proof. [[Get]] to 5 and we'll talk terms."

## [[Next]] Week Priorities

### [[Must Do]]
- [ ] Fix dashboard refresh bug (Alex)
- [ ] GrowthStack decision (convert or churn analysis)
- [ ] Portfolio intros from Velocity Ventures (Jamie)
- [ ] DataDriven [[Co Day]] 7 review ([[Jan 13]])
- [ ] Outreach to 10 ICP-fit manufacturing companies (Jamie)

### [[Should Do]]
- [ ] Update website copy with new ICP messaging
- [ ] Create sales qualification checklist
- [ ] [[Review Feature Priorities]] with customer input

### Nice to Have
- [ ] Draft Q1 [[Investor Update]] template
- [ ] [[Update Competitor Analysis]] (PowerBI section outdated)

## [[Health Check]]

**Velocity**: ⭐⭐⭐⭐ (High - [[Strong]] customer success, clear [[Strategy]])
**Revenue**: ⭐⭐ (Low - Only $499 MRR, need pipeline)
**Product**: ⭐⭐⭐ (Medium - Good features, but refresh bug concerning)
**Team**: ⭐⭐⭐⭐ (High - Alex & Jamie aligned, focused execution)

**Overall**: 🟢 Healthy start to year, execution strong, revenue needs work

## Links

### Customers
- [[DataDriven Co]] - Active, onboarding Week 1
- [[GrowthStack]] - Trial, decision pending
- [[InsightHub]] - Churned (anti-ICP learning)

### Decisions
- [[DEC-002 Target Market]] - ICP finalized
- [[DEC-001 Pricing Model]] - Validated by DataDriven Co

### Product
- [[Q1 2026 Roadmap]] - On track
- [[Feature Priorities]] - Dashboard bug added

### Finance
- [[MRR Tracker]] - $499 MRR
- [[Investor Pipeline]] - Velocity Ventures warming

### [[Team]]
- [[Alex Chen]] - Product [[Execution]] strong
- [[Jamie Patel]] - Sales & ops, need more outbound

### Playbooks
- [[Customer Onboarding]] - In [[Use]] for DataDriven Co
- [[Monday Standup Prep]] - [[Automated]] weekly prep
- [[Weekly Metrics Review]] - This [[Note]] [[Generated]] from playbook
