session (weekly or biweekly) ❏ Fly-on-wall sessions with sales and customer success ❏ 30m VOC review blocks (share out insights to team) ❏ Collaborative synthesis and next-steps activity
log (adjust confidence levels) ❏ 150 word → 750 word → 1500 word → 3000 word (and visuals) ❏ Commit to practice 1m elevator pitch 10x during week ❏ Rolling 12-month “honest” roadmap (with “?”s)
❏ Commit daily unstructured time to unblock team ❏ Review constraints and operating assumptions ❏ Make specific agreements to continue iterating (stepping stones)
monthly celebration ❏ A personal “thank you, working with on this was very inspiring” ❏ Hijack meetings to celebrate whenever possible ❏ Time-machine exercise—catalog wins for the future!