2
Agenda & Discussion Notes
2.1
Q4 2025 Performance Review
Jordan presented Q4 results. Revenue of $4.2M exceeded target by 18%. ARR now at $17.8M, up from $13.1M YoY. Churn rate improved from 3.1% to 2.4%. Sarah noted the API v3 launch contributed significantly to enterprise upsell. Nina flagged that COGS increased 8% due to infrastructure scaling — to be addressed in Q1 budget review.
10:05–10:30
2.2
Q1 2026 OKR Setting
Team reviewed proposed OKRs. Key debate: Marcus pushed for $22M ARR target; Nina recommended conservative $20M given market uncertainty. Decision: $21M ARR as primary KR, with $22M as stretch. Product OKRs agreed: ship AI assistant by end of Q2, reduce onboarding time to under 4 days. Sales to focus on enterprise (ACV > $50K) with target of 15 new enterprise logos.
10:30–11:15
2.3
Headcount & Budget Approval
Approved 8 new hires: 3 engineers (Sarah's team), 2 AEs (Aisha's team), 1 designer, 1 marketing manager, 1 customer success manager. Total budget impact: $1.1M annualized. Tom flagged need for senior PM role — Jordan to follow up separately. Hiring kick-off targeted for April 1.
11:15–11:45
2.4
Competitive Landscape Update
Marcus presented competitive analysis. Two key threats identified: (1) Competitor A raised Series C and is rumored to be entering our core market segment in Q2. (2) New entrant from EU showing traction in SMB space. Team agreed to accelerate differentiation roadmap. Tom to prepare competitive response brief by March 20.
11:45–12:15
✅
OKR Target: Primary ARR target set at $21M for Q1 2026, with $22M stretch goal. Approved unanimously.
✅
Headcount: 8 new hires approved across Engineering, Sales, Marketing, Design, and Customer Success.
✅
AI Feature Priority: AI assistant feature moved to Q2 P0 — Sarah to reprioritize roadmap accordingly by March 17.
✅
Enterprise Focus: Sales team to prioritize deals with ACV ≥ $50K. SMB acquisition to be driven by marketing-led growth only.
| # | Action | Owner | Priority | Due | Status |
|---|
| A1 | Publish Q1 OKRs to all-hands Notion page | | High | Mar 13 | ✓ Done |
| A2 | Reprioritize product roadmap for AI assistant (Q2 P0) | | High | Mar 17 | Open |
| A3 | Prepare competitive response brief | | High | Mar 20 | Open |
| A4 | Open 8 job requisitions and kick off hiring | | Med | Apr 1 | Open |
| A5 | Q1 budget model updated for COGS increase | | Med | Mar 18 | Blocked |
| A6 | Follow up with Tom on senior PM role scope | | Low | Mar 15 | Open |
5
Parking Lot (Deferred Topics)
International expansion timeline — deferred to Q2 strategy session (April)
Office lease renewal decision — Jordan to handle separately with legal team
Pricing model review for SMB segment — scheduled for April 5 product sync
Next Meeting
Q2 Kick-off · April 7, 2026 · 10:00 AM · Conference Room A / Zoom · Facilitator: Jordan Kim