Weekly  ·  September 8, 2026

Weekly
Performance
Brief

Q3 2026 in progress Goals: $150k Sales  ·  95% Retention  ·  $60k Net New MRR
01

Quarter to Date

Net New MRR
$37.2k
Q3 2026  ·  Week 10
Total New Revenue
$109.5k
QTD
Rev. Retention
96.41%
up from 94.61% last wk
New Revenue From Sales
$84.7k
up from $65.2k last wk
Collected Rev YTD
$5.18M
60.94% of $8.5M goal
New Revenue From Upsells
$24.8k
QTD
Revenue QoQ
$1.49M
vs $1.49M  (0% QoQ)
Total Churned Revenue
$72.2k
QTD
02

September Revenue Report

Projected EOM Revenue $661.5k
Collected Revenue $196.3k
Uncollected Scheduled Rev $433.1k
Uncollected New Revenue $32.1k
03

Business Win / Loss

MRR Change this week
+$25.3k
Wins
New Logos
3
Upsells
3
Total New Rev
$25.3k
Losses
Lost Logos
0
Lost Engagements
0
Total Lost Rev
$0
04

General Updates & Context

→
Adjusted NOI Forecasting
Based on conservative estimates we're projecting 18% NOI for August and 18% for September. Getting back on track with sales will only increase these numbers.
→
Sydnee Transition Update ↻ Updated
Sydnee is beginning to step out of meetings and hand things fully over to Vinny. She is still sharing crucial context to ensure a smooth handoff, but we're encouraging her to find a new job quickly so we can get her off payroll as soon as possible.
05

Pipeline Review

Proposals Out
4
Proposal Value
$39k
Avg. Close Rate
35%
Intro Calls (this wk) 8
2nd Calls (this wk) 0
MQLs (last wk) 26
06

Strategy

Biggest Constraints
1
Revenue Growth ↻ Updated
Sales had a strong week — 3 new logos, 3 upsells, $25,258 in MRR added, and a 35% rolling close rate. Net New MRR QTD has jumped to $37,233 and total new revenue QTD is at $109,458. With Vinny now owning the sales function and Sydnee actively transitioning out, we are optimistic that this momentum will hold. The remaining challenge is ensuring the $72,225 in QTD churned revenue does not continue to grow in the weeks ahead.
2
Consistent Client Retention ↻ Updated
Retention bounced back strongly to 96.41% — back above our 96% target with zero logos lost and zero revenue churned this week. One good week doesn't mean much though. We need to hold this level through the end of the month before we can consider this constraint resolved.
How We're Attacking It
1
Removing Accounts From Megan To Prevent Churn
Over the past month Megan has churned accounts at a significantly higher rate than the rest of our account management team — many through errors she would not typically make. We had a direct conversation with her about how this performance level isn't acceptable, and aligned on beginning to offload her accounts earlier than planned given her approaching maternity leave. This is not a punitive action and will not affect her compensation — we are being deliberate about fair treatment while ensuring her remaining clients receive stable, attentive coverage. The goal is simple: protect topline revenue before the transition.
2
Transferring Sales Responsibilities to Vinny ↻ Updated
Vinny is assuming full ownership of our close rate and total new revenue. Sydnee is actively stepping out of meetings and handing context over to him — we are expediting this transition and encouraging Sydnee to find a new role quickly so we can move her off payroll as soon as possible. Vinny will also be working closely with Cody on the marketing side until a long-term marketing solution is in place.