Q2 2026 OKRs¶
| Period | April - June 2026 |
| Team | Company Wide |
| Theme | If you don't ask you don't get! |
Objective 1: Accelerate Brand Acquisition & Distribution¶
Scale outbound channels and build repeatable pipeline to drive new brand sign-ups.
| # | Key Result | Owner |
|---|---|---|
| KR1 | Optimise Smartlead email automation - test own domain, experiment with signatures, copy variations and subject lines to improve open/reply rates | - |
| KR2 | 300 LinkedIn connection requests/week across Mason, Sheree and Johnny - 2-3 step follow-up sequence per connection + supporting content cadence | Mason, Sheree, Johnny |
| KR3 | Launch agency partnership program - identify and engage target agencies, 2-3 pilot agreements signed by EOQ | Sheree |
| KR4 | Pilot Meta/Facebook paid ad campaign - produce video creatives, launch funnel, measure cost per qualified lead to prove ROI before scaling | Johnny |
| KR5 | Execute direct mail campaign to 100 target brands - order through their gifting/corporate pages to open conversations | Mason |
| KR6 | Map next 100 warm prospects from key ICPs - re-engage with updated messaging and seasonal hooks (Mother's Day, EOFY, mid-year gifting) | Johnny |
| KR7 | Add call touchpoint to outbound workflow - layer in calls to key brands/ICPs using phone numbers saved in ClickUp from Smartlead | - |
| KR8 | Attend 3 events: Retail Fest, Good Food and Wine Show, Shoptalk Europe | - |
| KR9 | Johnny and Sheree each secure 1 external marketing opportunity per quarter (podcast, panel, guest article, etc.) | Johnny, Sheree |
Success Measures¶
Primary Target: $10-15M in new GMV from brands that go live in Q2, contributing toward the $50M annual target.
GMV Breakdown:
- 1-2 whale accounts (named targets in pipeline) - $5-8M GMV
- 15-25 mid-tier brands going live - $5-7M GMV combined
Leading Indicators:
- Total pipeline value under active engagement: $30M+ GMV potential
- Brands in active onboarding at any given time: 10+
- Brands moved from cold/stalled to active conversation: 20+
- Qualified meetings booked per month: 15+
Objective 2: Reduce Onboarding Friction and Time-to-Live¶
Get signed brands live faster with clearer processes, better tooling, and proactive support.
| # | Key Result |
|---|---|
| KR1 | Add go-live target date and milestone tracker (green/yellow/red status) to every onboarding checklist |
| KR2 | Create and distribute payments FAQ - fees, how charges work, setup steps, common questions for brand self-serve |
| KR3 | Implement proactive follow-up process - book the next check-in call before ending any onboarding touchpoint |
| KR4 | Enforce offboarding rule - if a brand is completely cold/non-responsive across multiple attempts after 1 month, remove from onboarding pipeline |
| KR5 | Investigate Slack integration (paid tier) for support ticket management and account-level communication tracking |
| KR6 | Launch early go-live incentive - 50% off first 10 orders if brand goes live within 2 weeks of account creation |
Success Measures¶
- Average onboarding time: less than 1 month (account creation to live on website)
- Conversion rate from account creation to live: 70%
Objective 3: Ship High-Impact Product and Build Operational Foundation¶
Deliver roadmap items that unlock revenue and get documentation/processes into a system that scales with AI.
| # | Key Result |
|---|---|
| KR1 | Complete storefront redesign and ship to production |
| KR2 | Build and launch Concierge v1 - central hub for brands to manage corporate gift ordering (create orders, personalisation, manage/edit, invoicing, tracking) |
| KR3 | Complete B2C gifting discovery and ship MVP (gift note - printed and digital, video message) by end of Q2 |
| KR4 | Ship abandoned cart automation |
| KR5 | Build post-order management - customer login on storefront to view orders, check status and access tracking |
Objective 4: Build a Scalable Documentation and AI-Ready Knowledge System¶
Get every key process documented centrally to enable team consistency, faster staff onboarding, and AI-powered workflow execution.
| # | Key Result |
|---|---|
| KR1 | Internal documentation - all key processes documented and maintained: distribution (outbound sequences, lead qualification, agency playbook, re-engagement), development (security SOPs, deployment, infrastructure), and operational workflows |
| KR2 | Client-facing documentation - complete onboarding guides, FAQs and brand-facing reference materials for self-serve throughout the brand journey |
| KR3 | Client-facing support docs - how-to guides for Shopify setup, payments/Stripe, product setup and troubleshooting to eliminate repeated questions |
| KR4 | AI agent integration - feed documented processes into AI agents (Claude or equivalent) so the team can query and execute workflows; validate at least 3 core workflows are AI-executable by EOQ |
| KR5 | Living update process - when someone finds something that works (or doesn't), it goes into the docs so AI agents stay current without retraining |