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Custom · one-time

Q3 Board Prep

One-time job: draft the Q3 board report on June 25th. Pulls Q1 + Q2 closed-won, channel mix shifts, top wins, top losses, lessons, plan for Q3. Output goes to Google Drive as a Doc + a 12-slide deck.

scheduled to run

Thursday, June 25, 2026 · 9:00 AM PT

days until run

37

last dry runApril 15, 2026·Dry run produced 6-page outline draft. Channel mix charts validated against Q1 numbers.

Deliverables planned

Two artifacts go to Google Drive when this runs. Outlines below are draft — they'll be tightened during the run based on what the quarter actually held.

Document · 8–10 pages

Q3 board report · 2026

Google Drive · Brightway / Board / Q3 2026

outline · draft

  1. 1.Executive summary — the quarter in one paragraph
  2. 2.Q1 + Q2 closed-won, by channel and segment
  3. 3.Channel mix evolution (LinkedIn ramp, Partnerships graduation, Events ROI)
  4. 4.Wins worth telling (top 5 deals + their attribution paths)
  5. 5.Losses worth learning (top 3 lost deals + post-mortem)
  6. 6.Marketing-attributed pipeline coverage for H2
  7. 7.Plan for Q3 — investments, experiments, what we'd kill
  8. 8.Appendix — methodology, model assumptions, confidence

Slide deck · 12 slides

Q3 board deck · 2026

Google Drive · Brightway / Board / Q3 2026

outline · draft

  1. 1.Q1 + Q2 in three numbers
  2. 2.Pacing vs plan (with the ACV story)
  3. 3.Channel mix evolution chart
  4. 4.The LinkedIn ABM Tier 1 ramp · before / after
  5. 5.Partnerships becoming a revenue channel
  6. 6.Events as the cleanest paid line (5.9× ROI)
  7. 7.Pipeline coverage for H2
  8. 8.Top wins (Anchorpoint, Ironvale, Westmark, Northwave, ClarityBeam)
  9. 9.Top losses + what we learned
  10. 10.Q3 plan — three bets
  11. 11.Confidence ranges + assumptions
  12. 12.Asks for the board

Data the agent will pull

Pre-flight: the connectors and windows the run will read from. Methodology and confidence ranges land in the appendix.

  • SourceWindowWhat it pulls
  • SalesforceJan 1 – Jun 30, 2026All closed-won + closed-lost opportunities, owner, stage history
  • HubSpotJan 1 – Jun 30, 2026Pipeline by source, lifecycle stage transitions
  • Google AdsJan 1 – Jun 30, 2026Spend, impressions, clicks by campaign + keyword tier
  • LinkedIn AdsJan 1 – Jun 30, 2026Spend + matched-account engagement (Tier 1, Tier 2)
  • Meta AdsJan 1 – Jun 30, 2026Spend + audience frequency, conversion by lookalike tier
  • Attribution modelrolling 90dData-Driven credit weights as of June 25
  • Forecast modelQ3 + Q4 2026Curve fits + projection bands

Scope

  • Pulls Q1 + Q2 closed-won deals by channel and segment
  • Includes Partnerships as a revenue channel (first quarter graduated)
  • Uses Data-Driven attribution, not last-touch
  • Top-5 wins + top-3 losses included by default
  • Confidence ranges shown for forecast projections
  • Methodology appendix toggleable for the board version
Demo data