Q2 · 2026
STRATEGIC REVIEW · INTERNAL
VOL. 01
QUARTERLY
REVIEW
a
PRESENTATION TEMPLATE
PREPARED BY THE TEAM MAY 2026 VERSION 01
— THE BIG IDEA —
03 / 10
ONE SENTENCE
★ ★ ★ OUR THESIS ★ ★ ★

# The product gets simpler
as the team gets braver —
not the other way around.

— PARAGRAPH 01 —
SET IN ALFA SLAB

## THREE
PRIORITIES.

The work falls into three buckets this quarter. Each has a clear owner, a clear deliverable, and a clear way to know we are done.
01
— FOCUS —

### Ship the
core flow.

Cut three legacy paths and double down on the one that drives ninety percent of activations.

02
— LEARN —

### Talk to
ten teams.

Standing weekly research with target customers. Findings briefed every Friday in a one-page memo.

03
— SHIP —

### One launch,
not five.

Combine the four small drops on the calendar into a single, well-told release with shared positioning.

— BY THE NUMBERS —
05 / 10
SECTION 02 / DATA
63%

### of customers
recommend us after onboarding.

Net promoter scores climbed eighteen points after we shipped the redesigned first-run experience in March, the largest single-quarter jump on record for the product.

SOURCE — INTERNAL NPS, Q1 2026
★ FOCUS ★ LEARN ★ SHIP ★ FOCUS ★ LEARN ★ SHIP

## THE FULL
PLAN.

Eight workstreams, costed and owned. Each links to a longer brief in the appendix; team leads are listed in the back of the book.
01

#### Onboarding refresh

Rebuild the first-run experience with progressive disclosure and a single primary action per screen.

02

#### Pricing simplification

Collapse the seven plans into three. Move add-ons behind a clearer feature matrix.

03

#### Mobile parity

Bring the four most-used desktop flows to mobile by end of quarter, including offline drafts.

04

#### Self-serve setup

Reduce time-to-first-value from three days to thirty minutes for teams under fifty seats.

05

#### Trust & security

Ship audit logs, role-based access, and SSO for all paid tiers. SOC 2 Type II by year-end.

06

#### Performance budget

Cut median page load by forty percent. Set a hard ceiling and wire it into the release pipeline.

07

#### Integrations push

Native connectors for the top five tools customers ask for, plus a public API for the long tail.

08

#### Brand refresh

New marketing site, sharper category positioning, and a unified visual system across surfaces.

"
The new onboarding cut our setup time
from three days to thirty minutes —
we shipped the same week.
M
Maya Okonkwo
— HEAD OF OPS, NORTH STAR LABS —
★ Voice of the Customer ★

## THE
ROADMAP.

— a plan, on a clock —
MAY

#### Kickoff

Charter the workstreams, lock owners, and publish the shared scorecard.

JUNE

#### Beta opens

Onboard the first ten design partners on the new core flow.

AUGUST

#### Launch

Public release, marketing site refresh, and sales enablement complete.

OCTOBER

#### Scale

Roll the changes to the long tail and retire the legacy paths for good.

— TIME-TO-VALUE —
30m
— ACTIVATION RATE —
+24%
— REVENUE LIFT —
$1.4M

## WHERE
WE LAND.

A side-by-side of where the product is today and where this plan takes us by the end of the year.
— TODAY —

### Capable, but cluttered.

- Three-day median time-to-value for new teams.
- Seven pricing plans with overlapping feature sets.
- Mobile parity at sixty percent of desktop flows.
- Onboarding NPS sits at forty-five points.

— END OF YEAR —

### Sharper, faster, fewer.

- Thirty-minute self-serve setup, no human required.
- Three pricing plans with a clear feature matrix.
- Full mobile parity, plus offline drafts.
- Onboarding NPS targeted at sixty-three points.

— END OF DECK —
★ THANK YOU ★
10 / 10
over to you —

# QUESTIONS?

LET'S TALK
team@company.com
PREPARED BY THE PRODUCT TEAM
★ MAY 2026 ★ INTERNAL DRAFT
END
— V. 01 —