"CEO Update | More Time to Build, More Knowledge to Build On" · 2026-09-24
Fewer unnecessary meetings, better context, more time delivering value. Take ownership of what you can change. Let's make Q4 count.
Use the Oct 1 calendar reset to cut meetings without a clear agenda or ask of you — drop off invites when there is no specific ask, make 1:1s biweekly, end meetings after five minutes when that is enough
FoundryAI release rhythm is tightening with a new DRI and closer work with Keboola — shipping the latest version this week with refreshed UI, personal usage visibility, smoother onboarding, and better stability; one-click setup remains the ambition
Groupon Brain adds a personal AI layer that pulls your meeting transcripts and public Google Chat context so your AI connects more dots in your work — the goal is to give everyone what the most advanced AI users already assemble by hand, with permissions respected and sensitive conversations opt-out
Local Sales lead-gen pilot is producing much higher-quality leads and significant growth in solid calls — full rollout in about a week; turn that momentum into better supply and value in Q4
100% 36 / 36 resolved of below-floor deals · week ending Oct 9, 2026 36 of 36 below-floor deals are now resolved (100%) — 26 corrected and live, 10 paused. This week: 1 newly paused. Status 36 / 36 100% of below-floor deals resolved This week's wins — no movement this week Still open 0 queue is clear Program-to-date snapshot Since 2026-05-11 · 36 deals tracked · refreshed Oct 9, 2026 Corrected 26 Live + above floor $ Recovered $86,465 across 26 corrected deals · 9 reactivated from pause Paused 10 Deal pulled Pending 0 No action needed Regressed
Executive Summary Team View Individual View Show all (for print) Results to date Week 25 post-training Portfolio close rate: Trained HBW BD reps closing 32% of merchants as portfolio closes (2+ contracts within the rep's 90-day BD-ownership window) — up 2 pts vs 30% pre-training. 59 portfolio merchants so far. Top win this week: Thera Wright signed 3 contracts at Rock Care Massage And Self Care. Portfolio premium: Mature portfolio accounts (30d+ since launch) median $373 in M1+VFM in their first 30 days (n=46) vs $98 for single-deal accounts (n
Sprint day 94 · 95 live · 88 compliant (93%) · 0 severe · Live MVR 6mo $580,230 · 📅 Refreshed 2026-08-05 This tracker refreshes weekly on Mondays — not daily. As you complete renegotiations or revisions during the week, you won't see them reflected here until the following Monday refresh. The tracker reads from a snapshot, so check the Pacific South Case Report and deal pages for in-flight status between updates. Deals Progress Sprint Log By Division Performance Live deals 95 currently live in Pacific South Live MVR (6mo) $580,230 Compliant 88