---
date: 2026-01-06
day: Monday
tags:
  - daily
  - meetings
  - customers
automation: handoff-trigger
---
# 2026-01-06 - [[Customer Kickoff]] & [[Investor Intro]]

## [[Log]]

**09:00** - Weekly standup prep ([[Automated]])
- Playbook: [[Monday Standup Prep]]
- Checked MRR (still $499), pipeline (3 trials), blockers (none critical)
- Week focus: DataDriven Co onboarding, GrowthStack decision, investor outreach

**10:00** - DataDriven Co kickoff call
- Meeting: [[2026-01-06 DataDriven Kickoff]]
- Attendees: Alex, Sarah Johnson (Ops Manager), Tom Wilson (Data Analyst)
- **Win**: Created first dashboard in 15 minutes (production yield tracking)
- Sarah's quote: "This would have taken me 2 days in Excel. I'm sold."
- Action items assigned (follow Customer Onboarding playbook)
- Next: Day 2 check-in tomorrow, Day 7 review next Monday

**14:00** - GrowthStack SSO timeline discussion
- Customer: [[GrowthStack]]
- Michael needs SSO by Q2 to proceed
- Confirmed Q2 roadmap has SSO, gave timeline (Apr-May delivery)
- **Status**: Michael will present to VP Engineering, decision by Friday

**16:00** - Investor intro call (Velocity Ventures)
- Meeting: [[2026-01-07 Investor Call]]
- Wait, this is scheduled for tomorrow. Got my notes mixed up.
- Prepped deck: $500 MRR, 1 customer, 3 trials, 50K TAM

## [[Wins]]

- [[DataDriven Co]] onboarding went perfectly (15 min to [[First]] dashboard!)
- [[GrowthStack]] has clear SSO [[Timeline]] ([[They]]'re willing to wait)
- [[Investor Pipeline]] warming up

## [[Handoff Notes]]

**Automation trigger**: [[DataDriven]] Co kickoff [[Completed]]
- Playbook: [[Customer Onboarding]]
- [[Status]]: [[Day 1]] [[Complete]], schedule [[Day 2]] check-in
- Owner: [[Alex Chen]]
- [[Next]] milestone: [[Day 7]] review (2026-01-13)

**Automation trigger**: GrowthStack decision pending
- Expected: [[Friday]] (2026-01-10)
- If [[Yes]] → Convert to $1,999/mo Enterprise plan
- If no → Document churn reason, update anti-ICP

## Tomorrow

- [ ] Day 2 check-in with DataDriven Co
- [ ] Investor call with [[Velocity Ventures]] (4pm)
- [ ] [[Review Feature Priorities]] - add dashboard refresh bug

## Notes

Incredible day. [[Watching Sarah]]'s face [[When]] she [[Created]] that dashboard in 15 minutes - that's the "aha [[Moment]]" we talk about in [[Customer Onboarding]]. Time-to-[[Value]] is [[Everything]].

GrowthStack is a [[Test]] of our enterprise readiness. If they convert, SSO becomes P1 and we're officially moving into [[Mid]]-[[Market]] (100-500 employees). That's a [[Strategic]] decision - does it fit [[DEC-002 Target Market]]? [[Need]] to discuss with Alex.

Status: [[High]] momentum

## [[Links]]
- [[Customer Onboarding]]
- [[Monday Standup Prep]]
- [[DataDriven Co]]
- [[GrowthStack]]
- [[2026-01-06 DataDriven Kickoff]]
- [[Feature Priorities]]
- [[Alex Chen]]
