Operating View — Friday, March 27, 2026
Foundation alignment across all four tracks — pre-meeting snapshot
| Decision | Track | Priority |
|---|---|---|
| CRM integration with marketing automation | Tech | High |
| Consolidate or keep dual sales engagement tools | Sales | High |
| Approve single ICP statement for all channels | Messaging | High |
| Lock first milestone metric and date | Milestone | Critical |
| Assign DRI per track for execution | All | Medium |
| # | Topic | Objective | Time | Output |
|---|---|---|---|---|
| 1 | Tech Stack Audit | Map current state, surface gaps, set integration priority | 15 min | Prioritized gap list + owner |
| 2 | Sales Tools Review | Identify what drives vs. what creates friction | 15 min | Keep / cut / fix decision |
| 3 | Messaging Alignment | Agree on ICP, value prop, and funnel language | 15 min | Approved 1-pager or brief |
| 4 | First Milestone | Define the target, metric, date, and execution plan | 15 min | Milestone card with DRI |